2019 Conference Program

MAP OF THE PENN STATER Quiet Room

MEET THE CONFERENCE PARTNERS EXHIBITOR & SPONSOR MAP ALLIANCE FOR NONPROFIT RESOURCES Commonwealth Consulting Partners At Alliance for Nonprofit Resources (ANR), we know that nonprofits are founded on a dream to make a Fulton Financial difference, to make something better. Since 2008, ANR has been working with nonprofit organizations in the Philadelphia Insurance community to maximize their potential. Through a variety of management and support services, ANR has Companies continued to provide essential assistance to nonprofit organizations to enable them to fulfill their missions. We can give you the support you need to focus on what you do best – making a difference in the world, one 7 89 person at a time. Sustainable Energy 65 20 Greater Good Legal & Think Good Leader- AccuFund, Inc.12 11 10 A word from Mike Robb, Executive Director, ANR: When we as nonprofits unite, we can be an unstoppable force. Unity Fund 21 Vision Benefits of America Highmark Caring Place within our organizations and our networks creates connections, develops relationships, and inspires growth. By finding ways 4 JRG Advisors to work together, we can deliver amazing collective impacts to help our organizations, our communities, and, most Nonprofit Talent importantly, the individuals we serve. Nonprofits rock! APPI Energy First Nonprofit H.K. Keller Auction PENNSYLVANIA ASSOCIATION OF NONPROFIT ORGANIZATIONS Team Cornerstone Asset 32 1 Harbor Compliance15 14 13 The Pennsylvania Association of Nonprofit Organizations (PANO) is the statewide membership Management 17 16 organization serving the nonprofit sector through advocacy, collaboration, learning, and support to Firespring improve the overall quality of life in Pennsylvania. PANO exists to support the incredible work of the 22 nonprofit sector and highlight the critical role nonprofits serve. By coming together and leveraging our Cureo collective value, Pennsylvania communities and the power to do good will thrive. 19 18 A word from Anne Gingerich, Executive Director, PANO: Unity is not about being the same. Unity honors all aspects of diversity in our boardrooms, workplaces, and communities. When we honor each other’s uniqueness, we really listen to each other. We get BCF Group Orrstown Bank U.S. Cenus vulnerable with each other. We empathize with each other. We create the beginnings of trust. And trust-based connections are the core ANR, CreditGives, & E-System Bureau fibers of unity – the fibers that weave together the fabric of community. We are delighted to be a part of that fabric with you in Pennsylvania. Share your thoughts—use the conference hashtag: #UnityinCommunity @ANR_4Change | @PANONonprofits @AllianceforNonprofitResources | @PANO @PANONonprofits 1

DID YOU KNOW? ACOUSTIC DIVERSION Throughout the conference on both Tuesday AND Wednesday, enjoy performances by Acoustic Diversion, an acoustic group playing an eclectic and diverse mix of original and cover music. Everybody from Sam Cooke to Carol King to Motown to Pink. Plus, the lead singer is one of PANO's very own board members! Hope you brought your dance moves. CONFERENCE APP Do you want to: Connect with other conference attendees? Learn about our speakers? Access session materials? Download our conference app! With the app you can easily follow the conversation, upload conference photos and see other conference-goers’ pics, download session materials, and much more! To download the app visit: https://my.yapp.us/UNITY2019. QUIET ROOM Need some quiet time and space to process all the amazing things you’re learning? Come to the Quiet Room for just that! Located across from the registration desk, this room comes equipped with pens, paper, coloring pages, puzzle pages, a mini-self-care library, and plenty of other resources for you to “zone out” in order to take it all in. The Quiet Room will be available throughout the conference. MINI-MINDFULNESS SESSIONS The Quiet Room will also be home to three mini-mindfulness sessions throughout the conference. Denina Bautti-Cascio of Sage Action Consulting will offer these brief opportunities each morning to help us check in with the present moment and quiet our minds before the day begins. Each session will include breath and body awareness and gentle movements done while seated in a chair or standing. All are welcome, regardless of physical ability or experience with mindfulness-based practices. No special clothing or equipment required, either! Come as you are, ready for the conference and ready to get mindful. Weather-permitting, these sessions may be held in the courtyard outside the Quiet Room. To participate, meet in the Quiet Room at any the following times (come once or all three times!): Tuesday, September 24, 10:00-10:20 AM Wednesday, September 25, 7:00-7:20 AM and/or 8:00-8:20 AM ROUND TABLE DISCUSSIONS & NETWORKING RECEPTION Join us in Presidents Hall on Tuesday evening at 5:00 PM for round table discussions over light refreshments before we transition into a traditional networking happy hour at 6:00 PM. Sharlene Goldfischer, Quintessence Coaching, will guide us through facilitated conversations with our peers around the very real issues that show up in our daily work. An Action Learning model will be utilized to support problem-solving from a base of insightful questioning, reflective listening, and group brainstorming. What’s even better? You’ll develop a new support network, all before our networking reception—a time to meet up with your friends (old and new!), nonprofit colleagues, and business partners from around the state. Stick around for raffle drawings. Simply turn in your completed exhibitor passport for your chance to win! SNACKS Don’t let hanger (hungry anger) ruin your conference experience. Stop by one or both of the refreshment and break areas, highlighted 21 in yellow on the conference map on the back cover of this program, for some food and drink. 2

TUESDAY, SEPTEMBER 24 | SCHEDULE Nonprofit Talent | Booth 5 FINDING LEADERS/FURTHERING MISSIONS: Nonprofit Talent is an Executive Transition and Search firm that works 10:00 AM—10:20 AM Mini-Mindfulness Session (optional) | Quiet Room with Boards and Senior Management to ease the impact that a leadership transition can have on the culture and operations of an organization. 10:00 AM—11:30 AM Registration & Networking | Registration Desk II & Presidents Hall Orrstown Bank | Booth 17 Orrstown Bank, headquartered in Shippensburg, Pennsylvania, is a $2.4 billion community bank that provides a 10:45 AM Lunch will be served from 10:45 AM through 12:15 PM | Presidents Hall full range of financial products and services to nonprofits, corporations, small businesses, and consumers 11:30 AM—12:00 PM Welcome | Presidents Hall throughout Central PA and Northern MD. 12:00 PM—12:50 PM Opening Keynote: Making the 2020 Census Count | Presidents Hall Philadelphia Insurance Companies (PHLY) | Booth 9 12:50 PM—1:15 PM Visit with Sponsors & Exhibitors | Presidents Hall Philadelphia Insurance Companies designs unique Package and Management and Professional Liability options for 1:15 PM—1:55 PM Standards for Excellence Panel Discussion | Presidents Hall a wide range of nonprofit, social service, and human service organizations. 2:05 PM—3:20 PM Workshops Sustainable Energy Fund (SEF) | Booth 6 Sustainable Energy Fund aids many entities including nonprofits in reducing the consumption of energy from non- • Inclusive Tools for Facilitating Collaborative Meetings| Board Development | Room 204 sustainable resources by financing energy efficiency and renewable energy upgrades. • Unity is Strength: Teamwork Can Lead to Wonderful Things | Communications | Room 203 Think Good Leadership | Booth 20 • Leadership and Planning for the Future: How to Keep the Momentum Going When the Think Good Leadership provides coaching and consulting to individuals and organizations interested in igniting potential. Leadership Changes | Leadership Development | Room 108 United States Census Bureau - Philadelphia Region | Booth 16 • Avoiding Common Wage and Hour Mistakes: The View from a U.S. Dept. of Labor Investigator The Census Bureau's mission is to serve as the nation's leading provider of quality data about its people and economy. and a Top Labor Law Attorney | Legal Compliance and Ethics | Room 211 • Collaboratories: A Proactive Strategy for Aligning Strategically | Power of People | Room 112 Vision Benefits of America | Booth 21 • The Leadership Imperative of Community Building | Resource Development | Room 218 VBA is committed to offering customized, cost-effective plans with personalized service to promote vision and dental health. 3:30 PM—4:45 PM Workshops Special thanks to all our exhibitors! • Three Leadership Principles for Board Development: Reflecting on What Works | Board Development | Room 204 Learn more about these companies and our fabulous Sponsors (listed on the previous two pages) by downloading the yapp app: https://my.yapp.us/UNITY2019. See page 22 for an Exhibitor & Sponsor Map. • The 7 Cs of Communication: A Guide to Sharpen, Strengthen, and Streamline your Messaging | Communications | Room 108 20 • Engaging Student Interns: Growing Leaders, Growing CommUNITY | Leadership Development | Room 203 • Promoting Strategic Partnerships, Achieving More Mission | Legal Compliance and Ethics | Room 211 • Becoming Regenerative | Power of People | Room 112 • Making the 2020 Census Count: Getting Accurate Data and Using it Wisely | Resource Development | Room 218 5:00 PM—6:00 PM Round Table Discussions & Light Refreshments | Presidents Hall Networking Happy Hour | Presidents Hall 6:00 PM—6:30 PM 3

MEET THE EXHIBITORS KEYNOTE—MAKING THE 2020 CENSUS COUNT: ACCURATE NUMBERS FOR STRONGER COMMUNITIES The 2020 Census is vital to Pennsylvania and nationwide. The Census is the basis for distributing federal funds as well as political representation in local, state, and federal districts. In this keynote, you will learn how you can help your AccuFund, Inc. | Booth 10 community get an accurate census count by working with the Census Bureau’s Community Partnership Engagement Complete, flexible, user-friendly financial operations system, available for cloud or on premise. Program (CPEP). This presentation will give you an understanding of: Commonwealth Consulting Partners | Booth 7 CCP is an unprecedented partnership that brings together over 65 years of experience advocating for clients at • History of the Census • How to use the Census Bureau’s Response Outreach Area Mapper the local, state and federal level. We provides services designed to help our clients take advantage of • What’s new for the 2020 Census (ROAM) tool to identify census tracks with low response rates opportunities in the business and political world. • Confidentiality and privacy • Area census office and recruitment efforts • Outreach methods for all populations including those in living in census CreditGives | Booth 18 tracks that have high low-response rates CreditGives is an innovative way for nonprofits to generate sustainable revenue. We work with merchants and nonprofits to help save them money on credit card processing while donating a portion of the processing fees to • Purpose and function of Complete Count Committees and how they are the nonprofit of their choice. utilized to educate and motivate residents to respond to the 2020 Cureo | Booth 1 Census Helping organizations across the country align their teams, crush the chaos, and accomplish more with our innovative nonprofit collaboration software. PRESENTED BY: LYNNE V. NEWMAN, PARTNERSHIP COORDINATOR, U.S. CENSUS BUREAU- E-System | Booth 18 PHILADELPHIA REGION The E-System is a fully customizable web-based case management system designed to track clients and their case -related activities. In addition to its robust reporting features, providers can track an individual’s needs, services, Lynne V. Newman is a Partnership Coordinator under the Community Engagement and progress. Program for the 2020 Census, based out of the US Census Bureau’s Philadelphia Regional Census Center. As Partnership Coordinator, she is charged with managing Firespring | Booth 2 partnership specialists who are tasked with promoting the 2020 Census by identifying Firespring provides websites to thousands of nonprofits in all 50 states and on 5 continents. challenging areas with low response rates and identifying and engaging trusted members of various faith-based and community-based organizations in the hard-to-count Fulton Financial | Booth 8 areas. Fulton Financial Advisors provides investment management, trust administration, retirement services, tax planning, insurance, and gift planning for individuals and nonprofit organizations in a comprehensive relationship During the 2010 Census, Lynne served as a Partnership Coordinator responsible for customized to meet your unique needs and goals. management of partnership staff and coordination of outreach events for eleven Greater Good, LLC | Booth 20 Southern New Jersey counties and the State of Delaware. She also helped manage Greater Good provides affordable, quality legal services to Pennsylvania nonprofits and small businesses. Partnership Specialists and outreach events in Pennsylvania and Maryland when needed. Lynne has experience in developing, instituting, and promoting outreach programs not only with the U.S. Census Bureau but also with the Pennsylvania House of Representatives. After the 2010 Census, Lynne worked for the Philadelphia Housing Authority (PHA), developing the Hearing procedures and coordinating all Hearings for the Housing Choice Voucher Hearing program. Highmark Caring Place | Booth 11 Lynne has a Juris Doctorate (JD) from Widener University School of Law in Wilmington, Over more than 20 years, the Highmark Caring Place, A Center for Grieving Children, Adolescents, and their DE and a Bachelor of Business Administration (BBA) from Temple University Families, has served more than 100,000 family and community members in its four sites in western and central in Philadelphia, PA. 4 19 Pennsylvania through its peer support, school-based, and education, training, and consultation services.

WORKSHOPS 2:05 PM – 3:20 PM Harbor Compliance - Breakout Room Sponsor | Booth 15 Harbor Compliance has been partnering with organizations across the country since 2012 to assist in Inclusive Tools for Facilitating Collaborative Meetings | Board Development | Room 204 solving the most complex compliance challenges. By collaborating with nonprofit experts, Harbor Compliance This highly interactive session provides an overview of meeting facilitation structures and tools that create a collaborative culture of shared provides nonprofits with information and tools to stay compliant at state and federal levels. leadership and co-creation. The workshop highlights Liberating Structures which are easy-to-learn micro-structures that enhance relational coordination and trust, as well as other inclusive tools that can be used in peer learning communities. These tools quickly foster Highmark - Accessibility Sponsor lively participation in groups of any size, making it possible to truly include everyone. They can be incorporated into any type of Highmark Inc., doing business as Highmark Blue Shield, serves approximately 1.3 million members through the collaborative meeting, including staff, leadership team, board, coalition, and community meetings. During this hands-on session, company’s health care benefits business and hundreds of thousands of additional individuals through the participants will serve as both learners and teachers – learning about inclusive facilitation structures and teaching one another while BlueCard® program. Through its affiliated Blue companies, all of Highmark's Medicare Advantage plans in engaging in the micro-structures in action. Pennsylvania received a Centers for Medicare & Medicaid Services quality rating of 4.5 out of 5.0 stars. Presented by: Lily Wein, Vice President of Operations in Pittsburgh, PA, Woollard Nichols & Associates & KiYa Moghaddam, Director of Client Services in Austin, TX, Woollard Nichols & Associates JRG Advisors - Breakout Room Sponsor | Booth 12 JRG Advisors is proud to be a long-time supporter of HANP, the Health Alliance for Nonprofits. We have recently Unity is Strength: Teamwork Can Lead to Wonderful Things | Communications | Room 203 re-branded our name to My Benefit Advisor and remain focused on being an employee benefits consulting firm The best way to put “unity” in any community is to create an environment where all people feel respected and valued. This workshop will designed to guide employers through the complexity of planning, communicating, and managing a successful focus on the different communications styles and how to communicate with each style. Positive communication is the first step in creating employee benefit program. a great workplace or community environment. The second part of a great environment is building a solid team. Participants will take part in team-building activities, which they will then be able to take back and use with their own staff, organization, and community. Get ready H.K. Keller Fundraising Auction Team - Breakout Room Sponsor | Booth 14 for a fun, hands-on experience! The H.K. Keller Fundraising Auction Team provides professional consultation, an energizing auction experience, and Presented by: Lourdes Berke, Closing Supervisor, Steps to Success, Inc. & Tracie Hanson, Assistant/Curriculum a heartfelt connection with the mission of your organization to inspire generosity and make dreams come true. Director, Steps to Success, Inc. Lancaster County Community Foundation - Scholarship Sponsor Leadership and Planning for the Future: How to Keep the Momentum Going When the Leadership Changes | The Lancaster County Community Foundation emboldens extraordinary community to turn your ideas into action Leadership Development | Room 108 and your passion into legacy. Seven out of ten nonprofit leaders are expected to transition out of their positions in less than a decade. In today’s competitive environment, a smooth leadership transition is critical to the ongoing success of nonprofit organizations. Part One of this session is R.E. Barrett Associates LLC - Scholarship Sponsor designed to provide you and your organization with the tools required for a successful transition and future for your service to the Consulting for nonprofits around resource development, strategy, and project management. community. Part Two of the session will discuss the role of the board during a leadership transition, how to support staff during transition gaps, how to support the new leadership, and how to manage an organization in instances of sudden change or loss of leadership. We Sage Action Consulting - Quiet Room Sponsor will also examine what it takes to curate a strong board and what it takes to be a good board member. Whether you sit on a board, plan Sage Action Consulting guides groups and teams through change, growth, and action with mindfulness and self- to join a board, or are managed by one, having a clear understanding of the role of a board member, duties and responsibilities, care trainings for holistic well-being and facilitation services for planning, assessment, and evaluation. alignment of values and commitment to mission is crucial to the success of the organization. Is the board a managing board or a strategic board? Learn the difference in board roles and how organizational leadership is directed or guided. Special thanks to all our sponsors! Presented by: Debra Thompson, President, Strategy Solutions & Stephanie Bucklew, Owner, SLB Consulting Learn more about these companies and our fabulous Exhibitors (listed on the next two pages) by downloading the 5 yapp app: https://my.yapp.us/UNITY2019. See page 22 for an Exhibitor & Sponsor Map. 18

MEET THE SPONSORS Avoiding Common Wage and Hour Mistakes: The View from a U.S. Dept. of Labor Investigator and a Top Labor Law Attorney | Legal Compliance and Ethics | Room 211 ANR - Technology Sponsor | Booth 18 Jane E’del and top labor law attorney Kathryn Speaker MacNett will co-present to explain the Wage and Hour compliance challenges and Since 2008, ANR has been working with nonprofit organizations in the community to maximize their potential. what companies should be doing to prevent mistakes under both the Fair Labor Standards Act and Pennsylvania law, The perspective from Through a variety of management and support services, ANR has continued to provide essential assistance to the U.S. Department of Labor — the most common Wage and Hour mistakes employers make: not counting all hours worked including nonprofit organizations to enable them to fulfill their missions. calculating wait time and on-call time incorrectly, misapplying exempt status to non-exempt salaried employees, not calculating appropriate overtime and payment, not properly calculating meals and break time, limiting the number of hours employees are allowed to APPI Energy - Breakout Room Sponsor & Scholarship Fund Sponsor | Booth 13 record, and more. The perspective from the defense attorney — best practices companies should be adopting, and how companies can Since 2009, PANO has endorsed consulting firm APPI Energy to provide a member benefit program that reduces and protect themselves by upgrading policies and including a window of correction. manages electricity and natural gas costs on an ongoing basis. APPI Energy delivers data-driven procurement and Presented by: Kathy Speaker MacNett, Esq., Attorney, SkarlatosZonarich & Jane E’del, Community Outreach consulting solutions, providing energy market expertise, a proven platform, coordination of energy strategies, and Resource and Planning Specialist, Wage and Hour Division, U.S. Department of Labor excellent client service. Collaboratories: A Proactive Strategy for Aligning Strategically | Power of People | Room 112 BCF Group - Breakout Room Sponsor | Booth 19 A “collaboratory” is a fusion of collaboration and laboratory, a space to explore and build collaborative innovations. Founded on both the BCF Group is an Insurance Broker and Risk Management Firm with both Property & Casualty and Employee Benefit scientific research community and social labs, collaboratory is a co-creative stakeholder process for solving complex problems (Muff, departments, striving to go beyond insurance and become Trusted Risk Advisors to their clients. 2014). This workshop will explore the power of using a collaboratory to provide a proactive avenue for organizations and communities to unify to address social and human issues. Often, organizations and communities are reactive to crises or deadlines rather than being Bloomerang - Quiet Room Sponsor proactive to address issues and plan accordingly. The collaboratory can be the place for individuals to come together to question, discuss, Bloomerang is the only donor management software provider built upon research into and best practices for donor share and construct new ideas and strategies for resolving complex problems and issues. This workshop will provide an overview of the retention and loyalty. collaboratory concept, share the methodology and steps behind the development of a collaboratory, provide examples of collaboratories in action, and provide an opportunity for participants to engage in how they could benefit as well as contribute to a collaboratory. The Community Foundation of Westmoreland County - Scholarship Sponsor collaboratory concept can assist with problem solving as well as support an organization’s project, resource, or marketing development The Community Foundation of Westmoreland County, an affiliate of the Pittsburgh Foundation, provides grants that efforts. Muff, K. (2014). The collaboratory: A co-creative stakeholder engagement process for solving complex problems. support a wide variety of charitable organizations, encourages local residents to become philanthropists, and serves Presented by: Linda Fischer Bruce, M.Ed., Organizational Consultant, Metanoia-TCG & Dr. Marsha Tongel, as a community leader in Westmoreland County. Organizational Consultant, Tongel Consulting Group, Inc. (DBA Metanoia-TCG Consulting) Cornerstone Advisors Asset Management, LLC - Breakout Room Sponsor | Booth 3 The Leadership Imperative of Community Building | Resource Development | Room 218 A nationally recognized investment consulting firm; our autonomy and deep understanding of clients’ needs allows us Creating a climate of unity and a culture of collaboration requires leadership competencies such as visioning, communication, and the to craft high-performing, personalized investment strategies, bound by the highest level of integrity. courage to differentiate rewards. If leaders cannot communicate a compelling vision and demonstrate the inclusiveness needed to make the vision a shared one, people will not feel united enough to collaborate. Genuine collaboration is not always easy to achieve but is First Nonprofit - Standards for Excellence Celebration Sponsor | Booth 4 doable if leaders are clear, fair, and resilient. This session will focus on helping nonprofit leaders develop a vision that is clear, a climate First Nonprofit provides state-compliant, individually-insured, cost-saving options to satisfy SUI (State Unemployment that is inclusive, and a culture that rewards synergy. Insurance) requirements for nonprofit, government, and tribal entities. Presented by: Tolu Omodara, Lead Consultant, Armourgate Communications Consult Giant - Bag Sponsor To read presenter bios, download our conference app! Visit https://my.yapp.us/UNITY2019 to download. The grocer is the heart of any community — and hunger is a problem in every community. That’s a responsibility we take seriously, and it’s why GIANT FOOD STORES, together with local partners, has made it our mission to help fight 6 hunger in all of its forms. 17

WORKSHOPS 3:30 PM – 4:45 PM Ethical Fundraising is Effective Fundraising | Legal Compliance and Ethics | Room 211 In order to financially support your organization, donors must trust you. Ethical fundraising is imperative to maintaining both our donors’ Three Leadership Principles for Board Development: Reflecting on what Works | Board Development | Room 204 and the public’s trust of the entire nonprofit sector. While some fundraising approaches may be legal, it does not mean they are ethical. Great leaders of volunteer bodies, including governing and advisory boards, operate with three principles in mind: inspire, organize, and Learn how to help your organization and our sector maintain the highest ethical standards in fundraising. Learn the appropriate ways to collaborate. In this workshop, we will consider why each of these three principles is critical to excellent leadership, what the principles identify, cultivate, solicit, and steward donors. This session will explore methods for evaluating and resolving common ethical dilemmas in entail, and how they can be implemented. We will focus on the context of nonprofit governing boards, but the principles can be applied to fundraising. Using the Association of Fundraising Professionals’ Code of Ethical Conduct, the Donor Bill of Rights, and the Standards for anyone who has responsibility for leading or directing volunteer committees or boards. Excellence® as our guides, we will explore the trickiest issues in fundraising ethics and have the opportunity to apply a variety of ethical Presented by: John Bradley, Owner, Broadfield Insight decision-making models to case studies. Learn what an ethical fundraising organization looks like and how to avoid employing fundraising tactics that could tarnish your organization’s reputation and hinder your fundraising efforts. The 7 Cs of Communication: A Guide to Sharpen, Strengthen, and Streamline your Messaging | Communications | Presented by: Stephanie Cory, Consultant, Philanthropy & Governance Consulting by Stephanie Cory Room 108 In times of communication overload and short attention spans, every message we put out there to the world faces stiff competition. Cultural Awareness and Diversity | Power of People | Room 112 Clarity, consistency, and impact are vital when rallying stakeholder engagement, reaching out for community support, or marketing our Understanding culture plays a vital role in our day-to-day interactions. It is a must-have skill in our increasingly global environment. So, programs and services. In this workshop, we will explore the seven key elements of consistent, clear, engaging, and inspiring what does it mean to be culturally aware? To examine and understand your culture and others? For one thing, cultural awareness can communication. We’ll start with a simple strategy for developing a “communications core” to inform all communications across all support efforts to create successful relationships between different organizations and the communities they serve. Cultural awareness is platforms and anchor your communications plan. We’ll learn effective communications practices that offer quantifiable results and that the critical principle for effective communication, helping to bridge gaps in service delivery and improve outcomes. Diversity is reality but, can be incorporated to help unite your staff and volunteer leadership teams in mission and in messaging. From the board room and by the same token, is often presented as some sort of goal we must achieve. Instead, this interactive workshop will teach that inclusion is Instagram to email campaigns and grant proposals, are you communicating as a unified organization? Are your communications hitting the goal and privilege is the barrier. Through both personal and group reflection, this workshop will encourage participants to examine the goals you set for them? What is the response from those on the receiving end of your message? Are they engaged? Do they feel the their diverse realities along all intersections, instead of just one or two as the conversation is often presented. impact of your service? If your answer to any of these questions is “no” or “I don’t know,” this workshop can help put you on the path to Presented by: Kristen Donnelly, Executive Vice President, Abbey Research & Amer Al Fayadh, Language Service more successful communication. Program Coordinator, CWS Presented by: Kelly Burgos Harper, Owner, Kelly Burgos Harper Communications & Creative Services Corporate Sponsorships 101 | Resource Development | Room 218 Engaging Student Interns: Growing Leaders, Growing CommUNITY | Leadership Development | Room 203 Sponsorships are one of the most popular mechanisms that corporations use to support nonprofits – and with good reason. Companies Would you love to benefit from the enthusiasm of student interns and aren’t sure where to start? Creating internship opportunities that get highly sought-after returns like increased name recognition and cause-related credibility, while nonprofits get much-needed funding both grow leaders and advance organizations will help put the UNITY in COMMUNITY. This workshop will highlight five intrinsic to fulfill their missions; both work together to support their wider communities. Everyone wins! What’s not to love? While corporate giving motivational areas that organizations can use to engage their interns to create a meaningful internship experience: Mission, Autonomy, isn’t the largest source of revenue for nonprofits, giving from corporate sources topped $20 billion in the U.S. in 2017. If your Mastery, Achievement, and Affiliation. With planning and guidance, students can bring their energy and skills to advancing your mission! organization isn’t actively pursuing corporate sponsorships, you’re leaving money on the table. In this session, Erin will provide an Several types of experiential learning models will be discussed with the primary focus being on undergraduate and graduate college level overview of the sponsor acquisition and retention process, from prospecting, cold-calling, and pitching, to preparation, fulfillment, and placements. Focus will be on developing a mutually beneficial relationship that balances the intern’s learning goals and the organizational follow-up. This session will emphasize actionable tips and tools gleaned from corporate sponsorship thought leaders, case studies, and needs. Topics covered will include designing your internship program, planning for success, delivering feedback, legal and ethical first-hand experience. Corporate Sponsorships 101 is a great place to start for those looking to launch a corporate sponsorship program concerns, and supervision. Lauren and Signe will provide participants with templates/samples of policy documents, job descriptions and from scratch or revamp a neglected one. learning goals, and more. Successful engagement of students in your nonprofit’s work can develop them into short- and long-term Presented by: Erin Yates, Operations & Special Projects Manager, The Nonprofit Partnership ambassadors, volunteers, donors, and staff. Presented by: Signe Bell, Director of Nonprofit Programs and Policy Scientist, University of Delaware & Lauren To read presenter bios, download our conference app! Visit https://my.yapp.us/UNITY2019 to download. Miltenberger, Assistant Professor and Nonprofit Coordinator, Villanova University 16 7

WORKSHOPS 1:10 PM – 2:25 PM Promoting Strategic Partnerships, Achieving More Mission | Legal Compliance and Ethics | Room 211 The Standards for Excellence program promotes organizations developing strategic partnerships with the goal of using resources more The Board Chair-Executive Partnership | Board Development | Room 203 wisely and having more impact. Frequent questions include: What is considered a strategic partnership? What are the conditions that The relationship between an organization’s Board Chair and Executive Director is essential to the strength and “unity” of the organization maximize the potential of partnerships? What should organizations have in place so that they are intentional in the partnerships created? and its impact on the community. When this relationship is solid, it has the power to transform and propel the organization forward, What type of due diligence is needed? What should be in writing when partnerships are formed? Tish and Megan will offer thoughts, leading to greater influence on the community. The Executive Director can infuse their board with a true sense of possibility and experience, some tools, and sample policies, at the same time engaging the “wisdom in the room” for all to learn together. empowerment and the Board Chair can foster that enthusiasm. Participants will learn about the importance of the various roles of Chair Presented by: Megan Shreve, CEO, South Central Community Action Programs & Tish Mogan, Standards for and Executive, where these roles intersect, and the successes that can be achieved when the relationship is built upon shared purpose, Excellence Director, PANO communication, mutual respect, and honesty. The positive impact on the community can be limitless. Presented by: Marilyn Jenkins, Executive Director, Allegheny County Library Association, Beth Docherty, Founder, Becoming Regenerative | Power of People | Room 112 TRUST Project & Board Vice President, PANO, Anne Gingerich, MSW, Executive Director, PANO, Ify Aduba, Principal, Every human being is creative. We all have a desire to learn and work towards a cause that is bigger than ourselves. We have the The Mudita Collective & Board President, PANO capacity to transform communities when we work in a way that adds value to each member in our organization and the community. First, we must understand how living systems work and develop ourselves and our own capacity to change the way we think. We do this Do the Most Good with the Best Brand | Communications | Room 204 by reflecting on our own habitual ways of thinking and develop our potential to discern where those thoughts come from. In this Your brand is the foundation of every single donor, volunteer, and program beneficiary relationship that sustains you. What the public presentation, Shannon and Marcus will present a regenerative living systems theory in which an organization seeking to transform their experiences in your brand determines if they will reward your cause with their trust, loyalty, and advocacy. Understanding those actions community must first transform themselves and break free from habitual patterns of thought and toxic work practices. We will provide a – or ignoring them – is the difference between strong and weak brand stewardship. But “branding” is abstract. It is not always easy to working example of how Sustainable Energy Fund is seeking this type of transformation with the help of 7group. We will then dive understand, because it is made of beliefs and emotions, not facts and figures. And it is not tied directly to revenue targets or program deeper and show how this process can affect a community in a way that creates social and economic benefits for that community. goals, which makes calculating ROI difficult. This session will demystify the practice of brand stewardship and give attendees six concrete Presented by: Marcus Sheffer, Partner, 7group & Shannon Crooker, Director, Program-Related Investments, steps to gain a strong understanding of how organizations can tap into the full potential of their brand to build vibrant support Sustainable Energy Fund communities to transform mission delivery capacities. Presented by: Paul Allvin, President, Cloud-2-Ground, Inc. Making the 2020 Census Count: Getting Accurate Data & Using it Wisely | Resource Development | Room 218 The 2020 Census is vital to Pennsylvania and the nation as a whole. The Census is the basis for distributing federal funds as well as From Mission, Vision, and Values to Organizational Planning: How an Internal Planning Team Changed our political representation in local, state, and federal districts. In this workshop, you’ll learn how you can help your community get an Organization | Leadership Development | Room 108 accurate census count by working with the Census Bureau Community Partnership Engagement Program. You’ll gain an understanding Organizational change can be difficult, especially if you are using a top-down approach. This session will discuss how utilizing an internal of what’s new for the 2020 Census, confidentiality, area census offices, and recruitment efforts. You will also learn about forming planning team, made up of interested staff across the organization, can accelerate the change process. We will explore this topic through Complete Count Committees to educate and motivate residents, especially those in low-response areas, to participate in the Census. Plus, the lens of how we crafted a new vision, mission, and values. We believe this process has allowed us to operationalize our mission and we’ll include an overview of census data, such as the American Community Survey (ACS), which can be used for grants and community values in a way that equates to better customer service and improved client outcomes. assessments. Presented by: The South Central Community Action Programs Team—Megan Shreve, CEO, Anita Cramer, Work Presented by: Noemi Mendez, Data Dissemination Specialist, U.S. Census Bureau - Philadelphia Region & Lynne V. Ready Director, Jay Eury, Organizational Development Lead, Melissa Mattson, Homeless Assistance Program Newman, Partnership Coordinator, U.S. Census Bureau - Philadelphia Region Coordinator, & Jon Raber, Support Circles Coordinator To read presenter bios, download our conference app! Visit https://my.yapp.us/UNITY2019 to download. 15 8

CELEBRATING THE STANDARDS FOR EXCELLENCE Standards for Excellence® offers tools and resources to support nonprofits in meeting the highest standards, legal Compliance as an Engine of Success: How to Protect Your Nonprofit’s Brand and Reputation Using an requirements, and regulatory compliance of nonprofit governance, management, and operations. Through the Standards, Annual Compliance Checklist | Legal Compliance and Ethics | Room 211 PANO offers an Accreditation and Basics Recognition process, trainings, the Standards for Excellence Ethics and We all know a team of staff, board members, donors, and volunteers that fuels each nonprofit’s success and tells its story in the Accountability Code, and educational resources. community. A nonprofit’s compliance also tells a story in the community. Compliance fuels nonprofits’ growth, eliminates risk, establishes transparency, and encourages good faith operations. This workshop will focus on protecting your nonprofit brand and reputation using More than an accreditation program, the tools, The impacts of Standards for Excellence stretch far and wide: an annual compliance checklist as a tool. The session is geared toward helping participants take an objective annual look at their resources, and education available through the organization’s compliance practices. We’ll also discuss how your compliance needs may change as your organization succeeds and Standards help strengthen organizations from grows, and considers the opening of out-of-state offices, offering charitable gift annuities, engaging in cause marketing, or using professional solicitors or fundraising counsel. Finally, we’ll cover a few strategies for fundraisers, executive directors, and board within, focusing on six core areas: members to discuss compliance within an organization. Presented by: Sharon Cody, Partnership Manager, Harbor Compliance  Mission, Strategy, and Evaluation “I’m Hungry”…How Three Community College Employees Came Together to Create Change | Power of People |  Leadership: Board, Staff, and Volunteers Room 112  Legal Compliance and Ethics  Finance and Operations This workshop will highlight how three individuals from different areas in a community college came together to effectively and efficiently  Resource Development launch an initiative to address non-academic barriers to the success of students, starting with food insecurity. Bucks County Community  Public Awareness, Engagement, and College’s fighting food insecurity initiative can serve as an example of how to build relationships within an organization and outside in the community to support the College’s students who need it most - those who are hungry. The workshop will include concrete examples Advocacy of navigating an organization’s internal structure and bringing together board members and external constituents, all with the goal of supporting students on their path to success. We believe that education has the power to transform lives, and that all students should have access to higher education without compromising their living conditions and without skipping meals. The success of the fighting food insecurity initiative is in large part due to a number of individuals and organizations uniting together, pooling resources, sharing ideas, and collaborating for real change in the college and in the community at large. Presented by: Samantha Gross, Associate Dean, Academic Initiatives, Bucks County Community College & Christina McGinley, CFRE, Assistant Director, Foundation & Alumni Relations, Bucks County Community College Foundation Grant Writing 101 for Nonprofits | Resource Development | Room 218 This workshop will cover introductory information about types of grant funding, grant research, eligibility, program alignment, the grant- seeking process, and development responsive partnerships and proposals. You’ll learn the basics of competitive grants that are available for nonprofits at the federal, state, and foundation level. Together, we’ll come to understand how to read a request for proposal (RFP) and understand the requirements in order to make good decisions about the grants that your organization should consider applying for. Once grants are identified that align with your organization’s mission and are deemed “strong” opportunities, we’ll share the basics of how to approach grant writing to give your organization the best chance of a grant award. Presented by: Rachel Nawrocki, Director of Client Funding, Resource Associates, The Grant Experts & John Nawrocki, Outreach Manager, Resource Associates, The Grant Experts 9 To read presenter bios, download our conference app! Visit https://my.yapp.us/UNITY2019 to download. 14

WORKSHOPS 10:50 AM – 12:05 PM PANO proudly recognizes these organizations for their achievement of Basics Recognition, Accreditation, and Renewal: The Nonprofit Board of the Future: Critical Competencies for Success | Board Development | Room 108 “Putting the Unity in Community” means that all aspects of nonprofit organizations need to be running efficiently if we are to be Breathe Pennsylvania | 1st Accreditation Renewal successful in the face of today’s ever-changing nonprofit sector. Many nonprofit Boards of Directors continue to operate with a model Breathe Pennsylvania’s mission is to empower western Pennsylvanians to breathe from 25 years ago (or beyond). Some board members may have misguided motivations and fail to focus on the key issues of better and live healthier through education and awareness of lung health in our community. organizational success and service to clients or customers as opposed to feeling like the organization is there to respond to them. Recruitment is another area of opportunity as it is frequently based on occupational specialties (we need a lawyer or accountant) rather Community Education Center of Elk & Cameron Counties | 1st Accreditation Renewal than how strategy drives the need for leadership competencies. There is no greater need for unity than between a Board of Directors and The Community Education Center, together with business, education, and community partners, offers the organization’s leadership team and this workshop will describe how the Board of the Future can accomplish that task by focusing on professional, academic, and personal opportunities for lifelong learning in Elk and Cameron Counties key actions such as recruiting for key competencies, establishing and abiding by organizational operating agreements, and finding the and the surrounding areas. courage and fortitude to have crucial conversations within and between both leadership teams that drive business and organizational success. Strategies and examples will be offered to provide the right balance of ideas and actions. Joseph T. Simpson Library | 1st Accreditation Renewal Presented by: Richard Citrin, President, Citrin Consulting & Michael Couch, President, Michael Couch & Associates Joseph T. Simpson Public Library is a community center for learning and leisure. Inc. The Literacy Council of Lancaster-Lebanon | 1st Accreditation Renewal Let’s Communicate and Get Social | Communications | Room 204 Literacy & Learning Success Centers provide opportunities for lifelong learning and learning for life. Are you looking for some new ideas on how to communicate your organization to others? In this session, you will learn about different tools to create new and engaging posts while telling the story of your organization in a fun and informative way. Learn tips on scheduling Nursing Foundation of Pennsylvania | 1st Accreditation Renewal your communications and utilizing free programs to create professional communications. This session will also include how to read your Our mission is to be the premier charitable organization for professional nurses in the Commonwealth analytics and what insights you can gain from the numbers. of Pennsylvania. Presented by: Katie Donald, Executive Director, Punxsutawney Groundhog Club Surrey Services for Seniors | 3rd Accreditation Renewal I Got a Promotion! Now What? | Leadership Development | Room 203 Surrey Services helps older adults to live with independence and dignity and continue as engaged Taking the leap into your first supervisory job can be exciting and scary. All too often in the nonprofit world, new supervisors are left on members of the community. their own trying to figure out how to make the transition successfully. This session will introduce participants to a strengths-based approach to leadership which is rooted in empathy, cultural humility, empowerment, critical self-reflection, and genuine mutual respect. Veterans Leadership Program of Western Pennsylvania, Inc. | 1st Basics Recognition Through discussion and small group activities, participants will compare and contrast the strengths-based approach with a more The mission of Veterans Leadership Program of Western Pennsylvania is to provide essential housing, traditional command and control management approach, reflect on their own strengths and opportunities, and identify powerful employment, and vital supportive services to eligible local Veterans, service members, and their families questions which support mutually respectful relationships. with the goal of improving their self-sufficiency, sustainability, and quality of life. Presented by: Myka Piatt, Training & Curriculum Development, Temple University Harrisburg Westmoreland Community Action | 3rd Accreditation Renewal 13 Westmoreland Community Action strengthens communities and families to eliminate poverty. This is accomplished through housing, counseling, support, education, intervention, collaborations, partner- ships, information, referrals, and networking. Learn more about these organizations and their Standards for Excellence journeys during two panel discussions throughout the conference, made possible by generous support from First Nonprofit. 10

7:00 AM—7:20 AM WEDNESDAY, SEPTEMBER 25 | SCHEDULE KEYNOTE—ADVANCING RACIAL EQUITY: FROM THEORY TO 7:30 AM—9:00 AM PRACTICE 8:00 AM—8:20 AM Mini-Mindfulness Session (optional) | Quiet Room 9:00 AM—9:25 AM It is difficult to have conversations about racism, let alone figure out what to do about it. With love, research, and 9:25 AM—9:50 AM Registration, Breakfast, & Networking | Registration Desk II & Presidents Hall experience, Dr. Martin will provide participants with a reframed understanding of racism and a set of tools to take practical action to advance racial equity for themselves and their organizations. 9:50 AM—10:40 AM Mini-Mindfulness Session (optional) | Quiet Room 10:50 AM—12:05 PM PRESENTED BY: DR. S. ATYIA MARTIN, CEO & FOUNDER, ALL ACES, INC. Welcome | Presidents Hall Dr. S. Atyia Martin is the CEO and Founder of All Aces, Inc., an education social enterprise Visit with Sponsors & Exhibitors | Presidents Hall with a mission to activate the power of consciousness, critical thinking, and community to catalyze transformative action that advances racial equity and resilience. All Aces provides Opening Keynote: Advancing Racial Equity | Presidents Hall its clients with speaking engagements, coaching, strategic workshops, and an online learn- ing community, DynamIQImpact.com. Additionally, Dr. Martin serves as a Distinguished Sen- Workshops ior Fellow at Northeastern University’s Global Resilience Institute. • The Nonprofit Board of the Future: Critical Competencies for Success | Board Development | As a certified emergency manager, her previous professional roles include Chief Resilience Officer for the City of Boston, Director of the Office of Public Health Preparedness at the Room 108 Boston Public Health Commission, and adjunct faculty in the Master of Homeland Security • Let’s Communicate and Get Social | Communications | Room 204 program at Northeastern University. Dr. Martin has also held positions at the Boston Police Department’s Boston Re- • I Got a Promotion! Now What? | Leadership Development | Room 203 gional Intelligence Center; City of Boston’s Mayor’s Office of Emergency Management; the Federal Bureau of Investiga- • Compliance as an Engine of Success: How to Protect Your Nonprofit’s Brand and Reputation tions (FBI); the Air Force as active duty assigned to the National Security Agency; and the Initiative for a Competitive Inner City. Using an Annual Compliance Checklist | Legal Compliance and Ethics | Room 211 • “I’m Hungry”…How Three Community College Employees Came Together to Create Change | Dr. Martin and her husband were born and raised in Boston where they currently live. They co-founded Next Leader- ship Development Corporation, a nonprofit focused on building resilience in Black households and communities. They Power of People | Room 112 have five children, two still at home. • Grant Writing 101 for Nonprofits | Resource Development | Room 218 12 12:05 PM—1:05 PM Lunch | Presidents Hall 1:10 PM—2:25 PM Workshops • The Board Chair-Executive Partnership | Board Development | Room 203 • Do the Most Good with the Best Brand | Communications | Room 204 • From Mission, Vision, and Values to Organizational Planning: How an Internal Planning Team Changed our Organization | Leadership Development | Room 108 • Ethical Fundraising is Effective Fundraising | Legal Compliance and Ethics | Room 211 • Cultural Awareness and Diversity | Power of People | Room 112 • Corporate Sponsorships 101 | Resource Development | Room 218 2:25 PM—2:50 PM Visit with Sponsors & Exhibitors | Presidents Hall 2:50 PM—3:30 PM Standards for Excellence Panel Discussion | Presidents Hall 3:30 PM Closing Remarks & Adjourn | Presidents Hall 11