Clark Nuber invites you to the 2015 Not-for-Profit Leadership and Governance Summit. Covering pressing and current issues faced by not-for-profit boards and senior leadership, this panel-focused day of learning brings together community thought-leaders. Topics range from new donor trends and cyber security to value messaging and strategies for organizational growth. Continental breakfast and lunch will be provided.
Continental Breakfast and Registration
Impact Investing: Attracting Philanthropic Capital
In this session you will hear about the shift towards “investing in philanthropy.” Learn what impact investors are looking for and gain an understanding of what benefits new investment vehicles really offer and how they may interact and impact public charities. Our panel of experts will offer insights into what impact investing means to different stakeholders in the sector and how they view the role of public charities as potential targets for their investment dollars. You will gain an understanding of what impact investors are looking for as a return on their investment and whether these charitable dollars are worth pursuing.
- Georgette F. Wong | CEO, Correlation Consulting
- Richard Woo | CEO, The Russell Family Foundation
- Tony Mestres | President & CEO, The Seattle Foundation
- Ann Saxton | Vice President, Philanthropy Northwest
Facilitator: Jane Searing, CPA, MS | Shareholder, Clark Nuber PS
Role of Governance in Cyber Security
This panel will dispense with the scare tactics and present down-to-earth subject matter that will help your organization. Modern threats and safeguards will be discussed, as well as a list of the “top 10” ways to fulfill your fiduciary responsibilities regarding security. You will also receive information on legal issues and data breach insurance. Bring your questions and get them answered by the experts!
- Peter Henley, CPA, CITP | Senior Director of IT, Clark Nuber PS
- Mark Smith, CPCU, RPLU | Professional Lines Wholesale Broker, Swett & Crawford
- Rich Jones, CPA, CGMA | CEO, Washington Society of CPAs
Lunch & Networking
Creating and Communicating a Compelling Value Proposition
This panel discussion will provide insight from nonprofit leaders of how they are capturing the imagination and galvanizing their community through a compelling value proposition. Media, charity watchdogs and sometimes industry leaders themselves, often point the public to a metric of how little the organization is spending on management and general as a key indicator of the charity’s value. The leaders on this panel have found a way to take control of their message of value by strategically defining their value proposition and communicating it to stakeholders, both internally and externally.
- Dennis Smith, Ph.D. | President & CEO, United Way of Snohomish County
- Shelley Rotondo | CEO, Northwest Harvest
- Mark Murray | Vice President of Global Engagement and Communications, PATH
From Non-Profit to Social Enterprise: How Treehouse Dramatically Accelerated its Programs, Impact, and Revenue
You will learn about a powerful management and leadership framework with great promise for the nonprofit community. This approach captures the proven, time-tested fundamentals of business performance and applies them to the social sector, allowing nonprofits in all fields to dramatically accelerate their impact and growth. An overview of the approach’s methodology and tools will be followed by an example of it in practice; Treehouse’s Executive Director and Board President will describe how they increased organizational impact and revenue by over 100% in two years.