Nonprofit Leadership Conference

Common Threads: 2015 Nonprofit Leadership Conference
Monday, November 23, 2015
UMKC Bloch Executive Hall, Kansas City, MO

The Midwest Center for Nonprofit Leadership at UMKC and Nonprofit Missouri are hosting their second collaboration of the Nonprofit Leadership conference on Monday, November 23, 2015 in Kansas City on the campus of UMKC in Bloch Executive Hall. The conference Common Threads: 2015 Nonprofit Leadership Conference will look at how the nonprofit sector can work together to address their communities most pressing issues.

This full-day conference will be held on Monday, November 23, 2015 from 7:30 a.m. to 4:45 p.m. (7:30 a.m. registration and breakfast, with the Opening Plenary beginning at 8:15 a.m.) at the University of Missouri - Kansas City (UMKC), Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri.

The Conference is SOLD OUT.

To get on the Wait List contact Mark Culver at / (816) 235-5720.

Conference Schedule

7:30 a.m.-
8:15 a.m.

Breakfast & Networking & Exhibit Market Place

8:15 a.m.-
9:30 a.m.

David Renz, director, Midwest Center for Nonprofit Leadership at UMKC
Barbara Levin, board president, Nonprofit Missouri

Keynote Address
Brigette Rouson, principal, Rouson Associates
Inclusion: Moving from Intention to Impact
The public interest sector is uniquely positioned to make a difference in individual and collective well-being. What often stands in the way is a silo existence and a habit of resisting change even as we seek it. There is no time like the present to break through and realize our transformative power. Hear one perspective on why now, and how, from a lifer in the nonprofit world.

9:30 a.m.

Break & Exhibit Market Place

9:45 a.m.-
12:30 p.m.

Concurrent Sessions


Session A: Measuring Social Impact: Aligning Strategy and Assessment
The goal of this workshop is for participants to understand how assessment can be seamlessly integrated into strategic goals for the betterment of a nonprofit’s mission. Too often nonprofits are placed in the onerous position to develop assessments for grant reporting. This process of the tail wagging the dog suppresses the highest value of assessment, managerial decision making. In this session, participants will be introduced to strategic assessment models that align data collection with the goals of the organization.

Key topics covered in the session include:

  • Understanding the value of data for decision making
  • Aligning data collection with organization goals
  • Designing data collection systems
  • Designing effective surveys
  • Using logic models as a tool for data collection and strategic decision making

The session will be highly engaging with ample opportunities to utilize tools designed to create strategic assessment plans.

Presenter: Scott Helm, associate director, of the Midwest Center for Nonprofit Leadership at UMKC, and director of the Executive M.P.A. program at the UMKC Bloch School of Management.


Session B: Building a Culture of Fundraising
Raising more money tops the priority list of almost every nonprofit organization. Barriers exist to engaging board and staff members in fundraising activities; even though research shows that organizations raise more, when the board is actively involved. Smart organizations work to create a “culture of fundraising” where everyone is engaged and organizational systems are established to support donors.

The session will cover:

  • Defining a “Culture of Fundraising”
  • Culture change as it applies to fundraising
  • Overcoming negative attitudes toward fundraising
  • How to maximize board and staff involvement in fundraising
  • The role of the executive and staff * Organizational alignment to achieve fundraising success

The session is ideal for agency chief executives and chief development officers.

Presenter: Barry Rosenberg, professor of practice, George Warren Brown School of Social Work, Washington University in St. Louis


Session C: Keeping Them in the Game! Strategies for Building and Sustaining Board Member Engagement
One of the most vexing of challenges confronting many nonprofit executives and board leaders is that of getting and keeping their governing board members engaged in the work of the board. This interactive session will share insights and strategies from both colleagues and research on how to effectively build and sustain active board member involvement in the work of the board. It’s not rocket science, but it does take some work on our part, and this session will highlight ideas, share strategies, and explore tools that can be used to help us build and sustain productive board member engagement.

Key topics covered in the session include:

  • What does it mean for a board member to be fully engaged?
  • What contributes to strong board member engagement and performance?
  • What are some of the most useful strategies for keeping members engaged?
  • What are some of the most common disablers of member engagement?
  • What have your colleagues tried to enhance engagement and what has worked?

Presenter: David Renz, director, Midwest Center for Nonprofit Leadership at UMKC


Session D: Nonprofit Success: Achieve Impact through Advocacy
Advocacy is more than lobbying. Measures of a successful nonprofit include one which engages in outreach for its mission and for the issues impacting clients and community. This thought-provoking, skills training workshop is designed to increase understanding of advocacy including lobbying. The program includes specific information about the Missouri legislative process, key relationship building tips, implementation steps and board engagement strategies.

Presenters: D. Scott Penman, principal, Penman & Winton Consulting Group, Barbara Levin, board president, Nonprofit Missouri; coordinator, Alliance for Building Capacity at the George Warren Brown School of Social Work at Washington University and Paul Kincaid, president, Kincaid Communications, LLC


Session E: Inclusion Makes the World Rebound
Want results? Try a fresh take on exploring cultural dynamics and using a justice/equity lens. Whether you provide social services, advocate for change, build the knowledge base, or use other approaches, it can make all the difference to connect your work to a broader vision of a vibrant society. With that connection in mind, this workshop is designed to power up your work. The emphasis will be on rethinking the connection of mission-to-strategy, and leadership-to-community to better generate and use resources. Through identifying tools for assessment and action planning, participants can expect to leave with practical means of inspiring and working with colleagues to transform practice.

Presenter: Brigette Rouson, principal, Rouson Associates

12:30 p.m.-
1:45 p.m.

Lunch Session

Funders Panel
Brian Fogle, president and CEO, Community Foundation of Ozarks will lead a panel discussion with several regional funding leaders on their perspectives of philanthropic giving trends.

Panelists Include:
Andres M. Dominguez, program officer, Health Care Foundation of Greater Kansas City
Phillip J. Hanson, president & CEO, Truman Heartland Community Foundation
Lauren Mattleman Hoopes, executive director, Jewish Community Foundation of Greater Kansas City

1:45 p.m.

Break & Exhibit Market Place

2:15 p.m.-
3:45 p.m.

Concurrent Sessions (Tools for Trends in Practice)


Session F: New Standards in Financial Reporting
Join RubinBrown's Not-for-Profit specialists as we discuss the impact of the recently issued FASB exposure draft, Presentation of Financial Statements of Not-for-Profit Entities.

Topics Covered

  • Highlights of the key proposed changes
  • Review of the proposed updated financial statement and footnote presentation format
  • Comments received by the FASB during exposure draft comment period

Presenters: Sharon Latimer, CPA, partner in RubinBrown’s Assurance Services Group and the leader of RubinBrown’s Kansas City Not-for-Profit practice and Colleen McDole, CPA, manager in RubinBrown’s Assurance Services Group.


Session G: Non-Profit Compensation - An Oxymoron?
Join the managing principal of OMNI Employment Management Services as he offers perspectives on the following compensation points nonprofit organizations should be paying attention to:

  • Demystifying compensation strategies for non-profit organizations. What's everybody else doing?
  • Compensation & motivation - Where these concepts get disconnected and why.
  • Contracts, commitments, and 'creative compensation' - Where things start to get dangerous.

Presenter: Michael Tracy, managing principal, OMNI Employment Management Services


Session H: Quick and Easy Ways to Ruin (or build) Your Organization’s Image
Nonprofit organizations address community needs. To accomplish their missions, they must have the trust and support of community members. It can take years to build that trust, but only seconds to have it ruined.

In this session, you’ll learn basic steps organizations of all sizes should be taking to develop and maintain a strong public image with individuals, businesses, and the media.

This session will cover:

  • Shaping and sharpening your message
  • Building credibility
  • Issues management
  • Working with the media

Presenter: Dan Prater, founder & director, Center for Nonprofit Leadership, Drury University


Session I: Fundraising Planning
The goal of this session is for participants to understand how to engagingly create and communicate a comprehensive and integrated development plan to enhance their current fundraising efforts.

Emphasis will be placed on:

  • Analysis of current fundraising metrics and efficiencies;
  • Gift charts to demonstrate the feasibility of current and future fundraising goals;
  • Strategy alignment to near-, medium-, and long-term fundraising goals; and
  • Simple monthly reports to provide updates to your ED and the Board as well as to enhance projection accuracy.

At the conclusion of the session participants will understand how to compile and present an integrated development plan, a social enterprise business plan and a development office business plan to guide their work and effectively demonstrate their efficiency, careful planning and enhanced stewardship to would-be funders.

Note: Topics covered in other sessions will further assist participants in authoring missing elements or enhancing others within their current plan. This session is intentionally designed to leverage content from the full workshop.

Presenter: Diane Marty, founder and principal, Faire Consulting LLC, and adjunct professor in the Nonprofit Leadership Studies Division at the Rockhurst University Helzberg School of Management.

3:45 p.m.

Break & Exhibit Market Place

4:00 p.m.-
4:45 p.m.

Closing Session & Next Steps

Mayor Sly James, City of Kansas City, Missouri
David Renz, director, Midwest Center for Nonprofit Leadership at UMKC, Barbara Levin, board president, Nonprofit Missouri

Biographies of the Conference Presenters

Andres M. Dominguez - Program Officer, Health Care Foundation of Greater Kansas City
Andres is a program officer with the Health Care Foundation of Greater Kansas City focusing on Safety Net issues and the co-lead of the Safety Net RFP. He is also the technical assistance provider for grantees. Before joining HCF in 2007, Andres served a senior community affairs advisor for the Federal Reserve Bank of Kansas City and a director and senior program officer at the Ewing Marion Kauffman Foundation. Andres’ focus interests include social determinants of health and violence prevention.

Brian Fogle - President and CEO, Community Foundation of the Ozarks
Brian is the president and chief executive officer of the organization. He is responsible to the Board of Directors to carry out the mission and action plan of the CFO. He also is responsible for the training and supervision of staff, interpretation of policies and procedures, and long-range planning. He has primary staffing responsibility for the Board of Directors, Executive Committee, the Missions-Related Investment Committee, and the Governance Committee.

Brian grew up in Aurora, Missouri. He graduated from the University of Mississippi with a BBA and MBA in banking and finance. He spent nearly three decades in banking before coming to CFO in fall 2008. Brian has been active in numerous community, regional, and statewide activities.

Phillip J. Hanson, MPA - President & CEO, Truman Heartland Community Foundation
Phil Hanson has been President & CEO of the Truman Heartland Community Foundation since 2010 and has served the Kansas City nonprofit community for 33 years.

Phil came to the Community Foundation from the American Lung Association of the Central States where he was the Senior Vice President of Resource Development for 3 1/2 years. He was with the United Way in Kansas City for 23 years and was the Senior Vice President of Development and the lead staff person for the annual campaign. He is a graduate of Rockhurst University and the University of Missouri at Kansas City's MPA program.

Scott Helm, Ph.D. - Associate Director, of the Midwest Center for Nonprofit Leadership at UMKC, and Director of the Executive M.P.A. program at the UMKC Bloch School of Management.
Scott Helm is a teaching faculty member at the Henry W. Bloch School of Management, where he teaches program evaluation and policy analysis and financial management in the Masters of Public Administration program and is director of the Bloch School of Management's Executive M.P.A. program. He has a B.A. in economics from Washington College, an M.P.A. with a concentration in nonprofit management from the Bloch School of Management at the University of Missouri-Kansas City and an Interdisciplinary Ph.D. in public administration and economics from University of Missouri-Kansas City.

Helm is also the Associate Director with the Midwest Center for Nonprofit Leadership at UMKC. Using his background in economics and nonprofit management, Helm has spent the last several years working with nonprofit organizations, assisting them with program evaluation, market research, commercialization, business planning, strategic planning and board training. Helm has also managed a variety of applied research projects and directed quantitative analysis projects, including designing and implementing program evaluations for a diverse set of organizations.

Helm's primary research focus is social entrepreneurship. His work in this area has led to publication and several presentations at international and national academic conferences. Along with UMKC doctoral student, Fredrik O. Andersson, Helm won the Nonprofit Management and Leadership 2011 Editors' Prize for Volume 20 for their article, "Beyond Taxonomy: An Empirical Validation of Social Entrepreneurship in the Nonprofit Sector."

Paul Kincaid – President, Kincaid Communications, LLC
For 40 years, Paul Kincaid has exceeded expectations in public relations, marketing and governmental relations at three universities in the Midwest and with various professional organizations. For the majority of those years, he counseled CEOs and governing board members of the institutions and organizations with which he worked. He is now using that experience to assist educational institutions, nonprofits, and other organizations and businesses through his company, Kincaid Communications, LLC.

Kincaid was born in Topeka, Kansas, and raised in Mission, Kansas, a suburb of Kansas City. He graduated from Shawnee Mission North High School in 1970, and then embarked on what he calls the "five year, three school" plan. He attended College of Emporia (Kansas) in 1970-71, Kansas State University from 1971-73, and Phillips University (Enid, Oklahoma) in 1973-75. Kincaid has dealt with budget, staffing, and other administrative issues since becoming a unit director in April 1977 at the age of 24. Since then, he has led and mentored more than 100 staff members and professional colleagues.

He was a member of the Missouri State leadership team from 1993-2014, best known for his writing and organizational skills; work ethic and persistence; and ability to provide succinct and effective counsel on a wide range of issues, including public relations, marketing and governmental relations.

Lauren Mattleman Hoopes - Executive Director, Jewish Community Foundation of Greater Kansas City
Lauren has served as the chief executive of the Jewish Community Foundation since 2003. During that time, the Foundation has awarded over $174 million in grants to charitable organizations in Kansas City, the U.S., Israel and around the world. During her tenure, assets have grown from $72 million to more than $190 million.

Previous to joining the Foundation, Lauren worked for over a decade at the Kansas University Endowment Association in a variety of capacities, including Associate Director of Gift Planning, and Development Director for the Schools of Law and Fine Arts and for the Lied Center and University Museums. Earlier in her career, she engaged in the private practice of law in Boston at the firm of Ropes & Gray and in Kansas City with Stinson, Mag & Fizzell - now Stinson Leonard Street.

Sharon Latimer, CPA - Partner in RubinBrown's Assurance Services Group and the leader of RubinBrown's Kansas City Not-for-Profit practice
Sharon Latimer is a Partner in RubinBrown's Assurance Services Group and the leader of RubinBrown's Kansas City Not-for-Profit practice. Those services include financial statement audits and reviews, as well as consulting and accounting assistance. Sharon also devotes time to serving numerous and varied for-profit clients of the firm.

Sharon brings more than 30 years of public accounting experience to RubinBrown, including working with a big four firm and a local firm in Kansas City.

Barbara Levin, MSW - Board President, Nonprofit Missouri; Coordinator, Alliance for Building Capacity at the George Warren Brown School of Social Work at Washington University
Barbara Levin, MSW is a skilled and dynamic nonprofit professional with over 30 years of experience leading and managing professional staff and volunteers, creating and executing programs, teaching, consulting, training, facilitating, mentoring, and building coalitions among diverse community partners. She is a demonstrated organizer, systems creator, team builder, and motivator. Levin is on the staff of the George Warren Brown School of Social Work at Washington University as the Coordinator for the Alliance for Building Capacity. ABC provides the structure for Brown's placed-based initiatives by managing and implementing community initiatives and coordinating the work of graduate students with partnering institutions and organizations in defined settings. She manages the Social Entrepreneurship Specialization and the Certificate in Affordable Housing and Mixed Income Community Management. As an adjunct professor, Levin teaches Community Development Practice and Urban Development Seminar (in collaboration with St. Louis University School of Law, School of Urban Planning and Design and the Fox School of Design at Washington University.) Active in the community, she is a founding board member of Nonprofit Missouri, serving as Chair for 4 years.

Colleen McDole, CPA, - Manager in RubinBrown's Assurance Services Group
Colleen McDole is a Manager in RubinBrown's Assurance Services Group. She has more than five years of accounting experience. Colleen works with clients in various industries with a focus on not-for-profit organizations and the manufacturing and distribution industry. Prior to joining RubinBrown, Colleen attended Missouri State University where she earned her Masters in accountancy.

Diane Marty - Founder and Principal, Faire Consulting
Diane is a senior level fundraiser with 18 years of active involvement in the nonprofit sector. Her CV includes work for community development projects, higher education, the arts, human services, and federated fundraising. Diane has been a key team member on annual campaigns, capital campaigns, significant net revenue growth for special events, legacy giving initiatives and integrated fundraising proposals.

During the 16 years she has been a full-time fundraiser (after starting her career as a Community Development Executive Director), she has secured gifts totaling more than $28 million. Diane is praised by employers, volunteers and donors alike for her skill at connecting natural partners and building solid relationships with donors, clients, prospects and collaborators.

An active member of the Association of Fundraising Professionals (AFP) Mid America Chapter since becoming a full-time fundraiser in 1998, Diane served on the local board for several years before completing two terms as president of the local chapter in 2005 and 2006. As an AFP member and donor advocate, Diane upholds the highest ethical standards in her profession by practicing and promoting the Donor Bill of Rights and the AFP Code of Ethical Standards & Conduct.

D. Scott Penman - Principal at Penman & Winton Consulting Group
Scott's more than 20 years of experience lobbying the Missouri Legislature began when he served as a legislative liaison and issues organizer for the St. Louis-based Reform Organization for Welfare (ROWEL). At ROWEL, Scott drafted Missouri's welfare reform legislation that still serves as a model at both the state and federal levels.

Scott left ROWEL in 1994 to form the Penman and Winton Consulting Group with David Winton. Since then, he has had the privilege of working with a number of organizations striving to improve Missourians' quality of life, as well as many other groups which provide many of the services Missourians use every day. These groups range from healthcare oriented associations, to telecommunications entities, to groups with a focus on education. He has extensive experience training and organizing association members on a variety of matters pertaining to legislative advocacy, in the process empowering them to become stronger advocates for themselves and their causes. Scott received a Masters in Divinity from Eden Theological Seminary in St. Louis. He completed his Bachelor of Art in Human Services and Theater from Doane College in Crete, Nebraska.

Dan Prater - Founder and Director, Center for Nonprofit Leadership at Drury University
Dan Prater is the founder and director of the Center for Nonprofit Leadership at Drury. In this role, he consults and trains local nonprofit organizations on communication-related issues. In addition, he oversees Drury students who assist nonprofit organizations. Dan has a diverse background in communication, ranging from working as a member of the media, to corporate and nonprofit communication. He taught communication and leadership courses as an adjunct instructor from 2007-2010. In June 2011, he became a full-time faculty member of the Department of Communication. He volunteers for several area nonprofit groups, including CASA, the Carol Jones Recovery Center for Women, and the Pregnancy Care Center. His passion is to help these organizations be better at achieving their missions, and to engage students in this type of work. His research is in the area of child abuse/neglect and domestic violence.

David Renz, Ph.D., - Director, Midwest Center for Nonprofit Leadership, University of Missouri-Kansas City
Dr. Renz is the Beth K. Smith/Missouri Chair in Nonprofit Leadership and Director of the Midwest Center for Nonprofit Leadership in the Henry W. Bloch School of Management of the University of Missouri - Kansas City. He teaches and conducts research on nonprofit and public service leadership and, especially, governance and board effectiveness. He currently is especially interested in governance and management processes in networks and socially-entrepreneurial organizations. He has worked with more than 135 boards, commissions, and leadership networks in the past decade. He writes frequently for both the academic and practice communities and has produced more than 120 chapters, reports, and articles for journals such as Nonprofit Management and Leadership, The Nonprofit Quarterly, Strategic Governance, Public Administration Review, and Nonprofit and Voluntary Sector Quarterly. He also is editor of the third edition of The Jossey-Bass Handbook of Nonprofit Leadership and Management and, most recently, he co-edited the Handbook of Research on Entrepreneurs' Engagement in Philanthropy. Dr. Renz and Fredrik Andersson recently completed a chapter on the state of art of research on nonprofit boards and governance for Nonprofit Governance Research: Innovative Perspectives and Approaches. He is a nationally-recognized leader and award-winning educator. He provided leadership for several national capacity-building initiatives, including the founding of The Nonprofit Academic Centers Council and The Forum of Regional Associations of Grantmakers. He earned his Ph.D. in Organization Studies at the University of Minnesota.

Barry Rosenberg - Professor of Practice, George Warren Brown School of Social Work, Washington University in St. Louis
Barry Rosenberg is Professor of Practice at the George Warren Brown School of Social Work, at Washington University, where he serves as Faculty Chair of the MSW Management Specialization. He teaches management, leadership, organizational behavior, strategic planning board governance and volunteer management. In addition, he teaches and leads content development for Brown's program of Executive Education.

Barry is also Practitioner in Residence at The Mission Center L3C, where he consults on board governance, leadership and strategic planning. In 2012, he completed a 37 year career in non-profit executive leadership, including 19 years as the President & CEO of the Jewish Federation of St. Louis, the region's central fundraising and planning agency. A native of Boston, he holds a Masters degree in Social Work from SUNY-Albany and a B.A. in Psychology from Northeastern University.

Brigette Rouson, J.D., M.A., Principal, Rouson Associates
Brigette has over 25 years' experience building nonprofit effectiveness toward a just society. Currently as Principal of Rouson Associates, her practice focuses on strategic direction, governance and leadership development, facilitation/training, and action research. She has worked as a foundation program officer, association executive, public policy attorney, and journalist. Brigette has consulted independently and on staff at Management Assistance Group, Mosaica, and Maryland Nonprofits. Clients she has served include Annie E. Casey Foundation, Council on Foundations, Consumer Health Foundation, Community Foundation for the National Capital Region, Ms. Foundation for Women, W.K. Kellogg Foundation, Grantmakers in Health, and Grantmakers for Children, Youth and Families. As program director of Alliance for Nonprofit Management, she staffed the development of professional standards and formed the Cultural Competency Initiative. She previously directed a $4 million collaborative of Ms. Foundation with 33 donor partners providing multi-year funding and capacity-building. As a community leader in DC, she is a co-founder and board member of Diverse City Fund (, and engages in faith-based activism. Brigette studied at Howard University (B.A.), Georgetown (J.D.), and University of Pennsylvania (M.A.), where she completed her Ph.D. coursework. She is a Standards for Excellence© Licensed Consultant, and graduate of the Gestalt Center program in Organization Systems Development.

Michael Tracy - Owner/Managing Principal, OMNI Employment Management Services
Mr. Tracy has over 25 years of professional human resources management experience with well-respected organizations such as Dayton Hudson Corporation, KFC-PepsiCo, and Culinary Concepts Ltd, a subsidiary of Hallmark Corporation. His passion to help organizations build and manage great teams led to him creating OMNI in 1998. Michael is actively involved with professional and civic organizations in Kansas City, and serves on several nonprofit boards and advisory groups. He completed his SPHR in 1994 and has enjoyed being an adjunct faculty member at Friends University in Lenexa, KS. His favorite hobbies are traveling, running and cooking. He is the proud father of three terrific grown kids, and the grandfather of four fantastic granddaughters.

Note: additional bios will be added as we receive them from the presenters.

Parking Instructions

Park on the 5th or 6th level of the UMKC Cherry Street Parking Garage (located at East 50th Street between Oak Street and Cherry Street). We have arranged for campus police not to ticket this area during the event so there is no need to pay the meters at this location. Note: the parking garage is one and half blocks north of the Bloch Executive Hall.

Click here to view a campus map.

Conference Exhibitors

Association of Fundraising Professionals Mid-America Chapter

CAM-Nonprofit Services

Grant Professionals Association

Heffernan Insurance Brokers

iBossWell, Inc

Ingram’s Magazine

Midwest Center for Nonprofit Leadership at UMKC

Nonprofit Connect

Nonprofit Missouri

Precision Printing

RubinBrown LLP

Support Kansas City, Inc.

Two West Advisors

UMKC Bloch School of Management Public Administration

Questions about the conference: Please call 816-235-5720 or

Nearby Hotels
If you need a hotel during your visit we suggest you look at the lodging options at the Country Club Plaza, which is a popular Kansas City entertainment district with a lot of shopping and dining options (just click on the Stay tab for a listing the hotel options (most hotels are about one mile from UMKC's campus). We do not have formal agreements with these hotels but many of the hotels will offer discounted rates when you mention you are coming to UMKC on business. Note: If you need ground transportation during your visit most of the hotels can help arrange shuttle or taxi service.

Full refunds will be given when cancellations are made at least five working days before the first class session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun.

Nonprofit Leadership Conference

Henry W. Bloch School of Management
5110 Cherry Street
Kansas City, MO 64110

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