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Nonprofit Success: Leading in a Dynamic Landscape

Thursday, November 13, 2014
Ewing Marion Kauffman Foundation - Conference Center
4801 Rockhill Road
Kansas City, Missouri 64110

Today's landscape is rapidly changing. While sustaining and thriving in this ever changing world is a challenge for professional and volunteer leaders it is critical to their success.

The Midwest Center for Nonprofit Leadership at UMKC and Nonprofit Missouri are hosting this conference that will convene sector leaders, initiate the conversation, clarify understanding of this dynamic landscape and explore strategies and tactics to better maneuver.

This full-day conference will be held on Thursday, November 13, 2014 from 7:30 a.m. to 4:15 p.m. (7:30 a.m. registration and breakfast begin with the Opening Plenary stating at 8:15 a.m.) at the Ewing Marion Kauffman Foundation - Conference Center (4801 Rockhill Road, Kansas City, Missouri 64110).

The registration fee for the conference is $150 per participant. This conference has a limited space so register soon to assure your spot in this dynamic conference. NOTE: Nonprofit Missouri members use the following code in the Discount box to get $25 off the conference registration fee: NPMO2014 If your organization is not a member just leave this box blank. If you are interested in becoming a member visit Nonprofit Missouri's website: www.nonprofitmissouri.org.


Registration


Conference Program

7:30 a.m. - 4:15 p.m.

Conference Registration

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

Networking and Breakfast

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

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

Keynote Address
"The Dynamic Landscape"
Tim Delaney, president and CEO, National Council of Nonprofits

Tim Delaney applies his diverse leadership experiences in law, government, and nonprofits as President & CEO of the National Council of Nonprofits, a trusted resource and advocate for America's charitable nonprofits that connects the nation's largest network of charitable nonprofits. His former roles as partner at a large law firm (where he focused on litigation, media law, and government relations), Solicitor General and later Chief Deputy Attorney General for the State of Arizona (where he guided the state to win several cases in the U.S. Supreme Court), and President of the nonprofit Center for Leadership, Ethics & Public Service (where he championed positive ethics and advanced civic engagement) inform his current work helping charitable nonprofits throughout the country achieve greater impact by identifying emerging trends, engaging in critical policy issues, and exchanging proven practices.

Since graduating from Yale and earning joint degrees in law and public affairs from the University of Texas, Tim has helped nonprofits from a variety of vantage points, including as an attorney, author, board chair, CEO, consultant, founder, incubator, lobbyist, teacher, trainer, and volunteer. Tim currently serves on the Leadership Council of Nonprofit VOTE. He previously served as, among other things, an adjunct faculty member teaching graduate courses on "Leadership and Ethics in the Nonprofit Sector," author of a guidebook on nonprofit advocacy, board chair of Valley Leadership, a Steering Committee member at CIVICUS for the international Affinity Group of National Associations, and a national Training Fellow for the nonprofit Center for Lobbying in the Public Interest, which the National Council of Nonprofits absorbed in 2012.

In the field of ethics and public trust, Tim has served as a prosecutor (helping to impeach a Governor and later remove four other elected officials from office), author, legislative drafter (developing Arizona's Public Service Ethics Act and a comprehensive rewrite of Arizona's Open Meeting Law), and consultant and trainer for businesses, governments, and nonprofits.

A sought-after speaker, Tim has made more than 100 keynote and other presentations for a diverse range of groups, such as the Alliance for Nonprofit Management, ARNOVA, BoardSource, Conference of Western Attorneys General, Council of State Governments, Forum of Regional Associations of Grantmakers, Girl Scouts, Imagine Canada, National Association of State Charity Officials, Philanthropy New York, The Wheel (Ireland), and YWCA, as well as state governments across the country and most of the state associations of nonprofits. Additionally, Tim has been interviewed by ABC, Chronicle of Philanthropy, NPR, The New York Times, Nonprofit Quarterly, NonProfit Times, San Francisco Chronicle, USA Today, U.S. News and World Report, Wall Street Journal, and many other news outlets.

Numerous organizations have formally recognized Tim's community and professional contributions, including the National Association of Attorneys General (Marvin Award for leadership and service, and co-recipient of the Best Brief Award for legal writing in the U.S. Supreme Court), National Association of Community Leadership (Distinguished Leadership Award), LBJ School of Public Affairs (Distinguished Public Service Award - alumnus of the year), Arizona State University (School of Public Affairs' Faculty Associate Award and the Nonprofit Management Institute's Outstanding Faculty Member Award), the City of Phoenix (which dedicated the Delaney Family Playground in recognition of years of public service), and the NonProfit Times (Power & Influence Top 50 nonprofit leaders, in 2012, 2013 and 2014).

Observations by: Mary Hinde, president and CEO, Community Foundation of Northwest Missouri and Michelle Hogerty, Chief Operating Officer, United Way of Greater Kansas City and Wray Clay, vice president, United Way of Greater St. Louis

9:30 a.m.

Break

9:45 a.m. - 11:15 a.m.

Concurrent Sessions sponsored by Commerce Bank

Session A

Capitalizing on the Power of an Engaged Board
Board leaders and nonprofit executives alike often lament that nonprofits do not fully engage the members of their boards, much less capitalize on what they bring to the table. How fully engaged is your board? And how well are you capitalizing on the time, talent, and treasure that your board and its members have to offer? This interactive session presents an opportunity to share insights on board engagement and performance and explore the implications of recent research and practice on how effective boards are refining their operations to gain the most from their members.
Presenter: David Renz, director, Midwest Center for Nonprofit Leadership at UMKC

Session B

Nonprofit Communications
Nonprofit organizations have impact only when people understand the importance of their work - not just what they do, but why they do it. Without a clear, compelling message, organizations get lost in the sea of competitors, missing valuable connections.

In this session, you'll learn the simple steps every organization should take (and ones to avoid) to shape its message and how to use that message to engage and retain donors and volunteers.
Presenter: Dan Prater, founder & director, Center for Nonprofit Communication, Drury University

Session C

Government Contracting: From 30,000 Feet to Your Bottom Line
Is your organization ready to take advantage of the new government grant reforms that will change how governments at all levels - federal, state, and local - treat nonprofit service providers? The OMB Uniform Guidance that goes into effect in December mandates that nonprofits performing work for governments via grants receive reimbursement toward their indirect (overhead) costs when federal discretionary funds are used by governments at all levels. Tim Delaney will discuss the advocacy strategies that created this significant policy shift, and share what you can do to protect it, take advantage of it, and both improve your relationships with governments and strengthen your bottom line.
Presenter: Tim Delaney, president and CEO, National Council of Nonprofits

Session D

Effective Financial Leadership
Nonprofit boards and executives know well the demand that boards exercise fiduciary oversight and ensure financial accountability. Surprising as some find it, however, there is an even more important financial role for the board, that of financial leadership! More significant to enabling organizational success than monitoring and oversight, financial leadership is the collaborative process by which a board and key executives create the financial model and value proposition that enable the organization to perform at its best. This session will provide a framework and information that executives and board leaders can use to understand the organization's current state of financial development and learn how, working together, the board and executive leadership can work to plan for the organization's next generation of financial sustainability and impact.
Presenter: Lisa A. Gioia, CPA, MPA, provides accounting and tax consulting services exclusively to not-for-profit organizations and Senior Fellow of the Midwest Center for Nonprofit Leadership

11:15 a.m.

Break

11:30 a.m. - 12:30 p.m.

Dialogue Sessions
Dialogue sessions have no formal presentations. Rather, they are facilitated discussions on a specific topic among interested participants.

Session E

The Power and Safety of Numbers: Why a State Association of Nonprofits?
Facilitators: Tim Delaney, president and CEO, National Council of Nonprofits and Barbara Levin, board president, Nonprofit Missouri

Session F

Becoming Culturally Competent: Managing the Bumps Along the Way
In this dialogue-style presentation, participants will explore the facets of cultural competence and discuss how to handle the "detours and bumps" on the journey to become culturally competent.
Facilitators: Jan Davis, co-founder SHIFT
Dori Moore, co-founder of SHIFT
Laura Sloan, SHIFT Steering Committee

Session G

Fundraising in a Dynamic Landscape
Facilitator: Monica Enloe, Director of Development, Heart to Heart International, MSW, CFRE

Session H

Innovative Business Models
Facilitator: Chris Miller, founder and CEO, The Mission Center L3C

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

Luncheon Plenary
Address by William A. Schambra
director, Bradley Center for Philanthropy and Civic Renewal, Hudson Institute

William A. Schambra is director of Hudson Institute's Bradley Center for Philanthropy and Civic Renewal. Prior to joining Hudson in January 2003, Schambra was director of programs at the Bradley Foundation in Milwaukee. Before joining Bradley in 1992, Schambra served as a senior advisor and chief speechwriter for Attorney General Edwin Meese III, Director of the Office of Personnel Management Constance Horner, and Secretary of Health and Human Services Louis Sullivan. He was also director of Social Policy Programs for the American Enterprise Institute, and co-director of AEI's "A Decade of Study of the Constitution." From 1984 to 1990 Schambra served as a member of the National Historical Publications and Records Commission, to which he was appointed by President Reagan. From 2003 to 2006 he served on the board of directors of the Corporation for National and Community Service.

Schambra has written extensively on the Constitution, the theory and practice of civic revitalization, and civil society in The Wall Street Journal, The Washington Times, Policy Review, The Christian Science Monitor, Nonprofit Quarterly, Philanthropy, The Chronicle of Philanthropy, and Crisis, and has edited several books, including As Far as Republican Principles Will Admit: Collected Essays of Martin Diamond. The NonProfit Times named Schambra among its 2013 Power & Influence Top 50, lauding him for "consistently sticking his finger in the eye of the sector's elite" and raising questions "designed to broaden the idea of philanthropy's role in America today."

1:45 p.m.

Break

2:00 p.m. - 3:30 p.m.

Concurrent Sessions sponsored by RubinBrown

Session I

Measuring the Impact
The goal of this workshop is for participants to become familiar with and understand the concept and context of social impact. Participants will also discuss and learn about the utility of various methods and indicators for measuring social impact and be able to communicate their relative strengths and weaknesses.
Presenter: Scott Helm, director of the UMKC Bloch School of Management's Executive MPA program and senior fellow of the Midwest Center for Nonprofit Leadership

Session J

What's Next for Philanthropy? Missouri Funders' Perspectives
Moderator: Brian Fogle, president and CEO, Community Foundation of Ozarks
Panelists: Mary Hinde, CEO of Community Foundation of Northwest Missouri
Gloria Jackson-Leathers, director of the Kansas City Civic Engagement program at the Ewing Marion Kauffman Foundation
Debbie Wilkerson, president and CEO, Greater Kansas City Community Foundation

Session K

Advocacy 101: We Can Be Successful!
Learn to maximize the impact of your advocacy efforts. Program includes specific information about the Missouri legislative process and key relationship building and communication strategies.
Presenters: Casey Millburg, Penman & Winton Consulting Group
Barbara Levin, Nonprofit Missouri
Paul Kincaid, Kincaid Communications, LLC

Session L

The Affordable Care Act: Updates and Impacts on Missouri
This session will provide an overview on the implementation of the ACA in Missouri. Time will be spent highlighting the impact of the health insurance marketplace and the status of Medicaid expansion in Missouri. Additional information will be offered on the impact of financial and delivery reform of the health system on nonprofits throughout the state.
Presenter: Ryan Barker, vice president of Health Policy at Missouri Foundation for Health

3:30 p.m.

Break

3:45 p.m. - 4:15 p.m.

Closing Plenary

Address by Jason Kander, Missouri's Secretary of State

Secretary Kander will be discussing his proposed legislation for Missouri's nonprofit sector.

Jason Kander, 33, was sworn in as Missouri's 39th Secretary of State in January 2013. He is America's youngest state-wide elected official. A former U.S. Army Captain, Jason is a veteran of the war in Afghanistan. Prior to his election as Secretary of State, he practiced law, represented Kansas City in the Missouri General Assembly, and served on the Missouri Veterans Commission. He is a graduate of American University.

Biographies of the Conference Presenters (pdf)

Questions: Please call 816-235-5720 or send an email.

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). 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. This area is located near the Kauffman Foundation (most hotels are about a one mile walk for both locations). 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 Success: Leading in a Dynamic Landscape

Henry W. Bloch School of Management
5110 Cherry Street
Kansas City, MO 64110
816-235-2305

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