2020 Program Booklet-Reimagining Together

2020 Collaborative Conference REIMAGINING TOGETHER M, W, Th, Weeks of October 19 & 26, 2020

Welcome to... REIMAGINING TOGETHER! About the Collaborative Conference. 2020 has challenged all of us in different ways. It’s also given us reason to experiment with new ways of living, working, collaborating, even being. Thank you for stepping into this moment with us, taking this opportunity to redefine ourselves, rewrite our stories, recreate our futures, and yes, reimagine the possibilities for all of us...together. We can’t wait to learn alongside all of you in person again. Until then, we are excited to connect with all of you virtually for the next two weeks via Zoom. Get familiar with Zoom: • Join a test meeting • Attendee controls (muting/unmuting, hiding/showing Video, chat, non-verbal reaction icons) • Changing the layout on your screen (gallery vs. speaker view, active speaker view, etc.) • Using Virtual Backgrounds—Messy (home) office? Problem solved! Use a photo as a virtual background. Use your own or download a Reimagining Together background here! • Tips on Troubleshooting Meet the Partners. This year, Alliance for Nonprofit Resources (ANR), Greater Pittsburgh Nonprofit Partnership (GPNP), the PA Association of Nonprofit Organizations (PANO), and the Department of Public Administration at Villanova University are proud to be part of the team putting the “collaborative” in Collaborative Conference. Check out this short welcome video and get to know us here! Through a variety of manage- PANO is the only statewide ment and support services, ANR membership organization provides essential assistance to supporting the thousands of nonprofits to enable them to fulfill their mis- nonprofits that serve millions of people in our sions. We can give you the support you need Commonwealth. We aim to help build, strength- to focus on what you do best—making a dif- en, and support healthy, ethical organizations ference in the world, one person at a time. through advocacy, collaboration, promising prac- tices, consultation, robust programs, and just GPNP is a program of The Forbes about anything else you can think of! Funds, and a growing coalition of over 450 nonprofits from a ten- The Department of Public county region in southwestern PA. Administration at Villanova is GPNP provides public policy analysis, education, advocacy, and an entrée into capacity-building committed to preparing students to develop resources that meet the current needs of individu- al members and the nonprofit sector as a whole. the skills they need to become ethical, creative, inclusive, and intelligent leaders in public Pg. 1 service.

Our Agenda... REIMAGINED. This year’s virtual format has allowed us to reimagine our traditional approach to an agenda. Instead of full days of back-to-back learning, we’ve been able to spread out the fun across multiple weeks! Here’s an overview of our agenda, with a full, more detailed version available online here. THURSDAY, OCTOBER 15 10:00 AM-12:00 PM New Challenges Call for New Thinking (Pre-Conference Deep Dive) MONDAY, OCTOBER 19 WEDNESDAY, OCTOBER 21 8:30-9:00 AM Virtual Coffee Hour 8:00-8:30 AM Mindfulness & Movement 9:00-10:05 AM Keynote: Race to Lead 9:00-10:15 AM Workshops (Advocacy & Revisited People Power) 10:15-11:30 AM Workshops (Communications 10:20-10:30 AM Mini-Mindfulness Session & Resource Development) 10:45 AM-12:00 PM Workshops (Advocacy & 11:45 AM-1:00 PM Workshops (Communications People Power) & Resource Development) THURSDAY, OCTOBER 22 MONDAY, OCTOBER 26 8:30-9:00 AM Mindfulness & Movement 8:00-8:30 AM Mindfulness & Movement 12:00-12:45 PM Virtual Networking Lunch 9:00-10:15 AM Workshops (Communications & Resource Development) 12:45-2:00 PM Workshops (Finance and Strategy & Leadership) 10:20-10:30 AM Mini-Mindfulness Session 2:15-3:30 PM Workshops (Finance and 10:45 AM-12:00 PM Workshops (Communications Strategy & Leadership) & Resource Development) 3:45-4:00 PM Guided Reflection WEDNESDAY, OCTOBER 28 THURSDAY, OCTOBER 29 8:30-9:00 AM Virtual Coffee Hour 8:30-9:00 AM Mindfulness & Movement 9:00-10:05 AM Keynote: How to Be Together 12:00-1:15 PM Workshops (Finance and Apart Strategy & Leadership) 10:15-11:30 AM Workshops (Advocacy & 1:30-2:45 PM Workshops (Finance and People Power) Strategy & Leadership) 11:45 AM-1:00 PM Workshops (Advocacy & 2:45-3:00 PM Guided Reflection People Power) 3:00-4:00 PM Virtual Concert Pg. 2

Learning TOGETHER. Keynotes. Race to Lead Revisited: The Nonprofit Racial Leadership Gap and the PA Impact | Monday, October 19, 9:00-10:05 AM Frances Kunreuther, co-director of Building Movement Project, will pre- sent the findings from BMP’s recently released report Race to Lead Re- visited, including comparisons to the original Race to Lead report re- leased three years ago; information on diversity, equity, and inclusion in the sector, and the data on the “white advantage”. A conversation will follow with nonprofit leaders Fred Brown, President & CEO of The Forbes Funds, and Anne Gingerich, Executive Director of PANO, on how this data is showing up in PA. How to Be Together Apart | Wednesday, October 28, 9:00-10:05 AM As the world shifts to physical distancing during the coronavirus pan- demic, the practical questions about gatherings—”Should we postpone or switch to a virtual event?” — are quickly transforming into spiritual ones—”Is this needed? Who is it for? And who gets to decide?”. In this fireside-chat style conversation with Priya Parker, master facilitator, strategic advisor, acclaimed author of The Art of Gathering, and execu- tive producer/host of the NY Times podcast Together Apart, we’ll un- pack how to invent creative, meaningful ways of being apart to provide comfort, create rituals, and foster togetherness during unpredictable times. All attendees will get a FREE copy of The Art of Gathering! Thanks to our Accessibility Sponsors, both keynotes will be closed captioned! Workshops. 6 Tracks. 37 Speakers. 24 Workshops. 1 Deep Dive. Learn more here! ADVOCACY TRACK COMMUNICATIONS TRACK Brought to you by Commonwealth Consulting Partners Brought to you by PennSERVE FINANCE & STRATEGY TRACK LEADERSHIP TRACK Brought to you by PNC Institutional Asset Management® Brought to you by S.R. Snodgrass PEOPLE POWER TRACK RESOURCE DEVELOPMENT TRACK Pg. 3 Brought to you by APPI Energy Brought to you by Cornerstone Advisors Independent Asset Management

Networking... Pg. 4 REIMAGINED. Virtual Coffee Hours. Pour a cup of your favorite morning beverage and get ready to e-mingle! • Monday, 10/19, 8:30-9:00 AM— https://zoom.us/j/96993252220 | dial 646-876-9923 (US Toll) and enter meeting ID 969 9325 2220 • Wednesday, 10/28, 8:30-9:00 AM—https://zoom.us/j/94716943030 | dial 646-876-9923 (US Toll) and enter meeting ID 947 1694 3030 Virtual Networking Lunch. On Thursday, October 22, from 12:00-12:45 PM, grab your grub and sit at one of thirteen virtual “tables”, from Executive Direc- tors to Volunteer Management Staff. Pre-registration required. Didn’t get to sign up during registration? Email Casey at [email protected] by 5 PM on Tuesday, October 20, to select from one of these tables. Interactive Workshops. All 24 workshops are designed to be participatory, including plenty of opportunities for engagement with your peers. Meet your counterparts from around the state, learn from experts in the field, and contribute to the wisdom in the room. Guided Reflection Sessions. At the end of each week, Michael Kumer, Boards Made to Or- der, will guide us through a quick, 15-minute check-in to help us reflect on what we’ve learned, reflect on what others have learned, and consider how to apply all of this in our work.. • Thursday, 10/22, 3:45-4:00 PM—https://zoom.us/j/93495958982 | dial 646- 876-9923 (US Toll) and enter meeting ID 934 9595 8982 • Thursday, 10/29, 2:45-3:00 PM—https://zoom.us/j/97783864043 | dial 646-876-9923 (US Toll) and enter meeting ID 977 8386 4043

Self-Care... REIMAGINED. Self-care might be more important now than ever before as we juggle new responsibilities, manage new challenges, attempt to make sense of the chaos in the world. Because this isn’t a one-size-fits-all kind of thing, we’re grateful to Bookminders and Sage Action Consulting for supporting various ways for us to take care of ourselves during the conference. Plus, check out these helpful tips and resources for self-care, courtesy of Sage Action Consulting. Mindfulness Activities. Let’s get centered before we learn. No special clothes or equipment needed! Denina Bautti, Sage Action Consulting, will lead us in Mindfulness & Movement as well as a few Mini- Mindfulness Sessions. Each activity can be accessed at: https://zoom.us/j/95379526002 | 646- 876-9923 (meeting ID 953 7952 6002). Mindfulness & Movement Mini-Mindfulness Sessions 10/21, 8:00-8:30 AM | 10/22, 8:30-9:00 AM 10/21, 10:20-10:30 AM 10/26, 8:00-8:30 AM | 10/29, 8:30-9:00 AM 10/26, 10:20-10:30 AM Virtual Concert. Music can be a great source of creativity, energy, comfort, and just plain fun, so we’ll be livestreaming a concert with Pitts- burgh-based band Acoustic Diversion on Thursday, 10/29. Join us here: https://zoom.us/j/97783864043 | dial 646-876-9923 (meeting ID 977 8386 4043)! Want to make a song request? Email Casey at [email protected]! Coloring Pages. Coloring—it’s not just for kids! Studies have shown that coloring can not only help to reduce stress but may also boost creativity in adults. Take a break and download these Reimagining Together coloring pages here! Pg. 5

Your Swag Bag... REIMAGINED. Even the Goodie Bag’s Gone Virtual! Click on the word ’Swag’ on the bag (or click here) to open the whole “bag” including giveaways, discounts, info, helpful tips, articles—even a #GivingTuesday e-guide! • AccuFund • APPI Energy • Bloomerang • Bookminders • Boyer & Ritter • First Nonprofit • GiftCPAs • Harbor Compliance • Highmark Caring Place • PennSERVE • PNC Institutional Asset Management • S.R. Snodgrass • Salsa Labs (2020 #GT e-guide) • TriNet • Vision Benefits of America • Zelenkofske Axelrod • Coloring Pages • Self-Care Tips & Resources (Sage Action Consulting) • Free e-copy of The Art of Gathering by Priya Parker (download in- structions will be shared post-conference.) Pg. 6

Celebrating the STANDARDS FOR EXCELLENCE. About the Standards. Standards for Excellence® offers tools and resources to support nonprofits in meet- ing the highest standards, legal requirements, and regulatory compliance of non- profit governance, management, and operations. Through the Standards, PANO offers an Accreditation and Basics Recognition process, trainings, the Standards for Excellence Ethics and Accountability Code, and educational resources. More than an accreditation program, the tools, resources, and education available through the Standards help strengthen organizations from within, focusing on six core areas:  Mission, Strategy, and Evaluation  Finance and Operations  Leadership: Board, Staff, and Volunteers  Resource Development  Legal Compliance and Ethics  Public Awareness, Engagement, and Advocacy Basics Recognition. Accreditation. Renewals. PANO proudly recognizes these organizations for their achievement of Standards Basics Recognition, Accreditation, and Renewal: Berks Connections/Pre-Trial Services | 3rd Accreditation Renewal Berks Connections/Pretrial Services improves lives and creates safer, more prosper- ous communities by providing services, support, and community reintegration to individuals involved in the justice system and to their families. Catholic Leadership Institute | 2nd Accreditation Renewal Catholic Leadership Institute provides bishops, priests, religious, deacons, and lay per- sons in the Roman Catholic Church with world-class, pastoral leadership formation and consulting services that strengthen their confidence and competence in ministry, enabling them to articulate a vision for their local church, to call forth the gifts of those they lead, and to create more vibrant faith communities rooted in Jesus Christ. Special Thanks to Our Standards for Excellence Sponsors: Pg. 7

Celebrating the STANDARDS FOR EXCELLENCE. Basics Recognition. Accreditation. Renewals. Con’t. Elk County Community Foundation | 1st Basics Recognition The mission of the Elk County Community Foundation is to strengthen our re- gion through development, stewardship, and grantmaking as donors achieve their philanthropic goals. The Foundation for the PA Medical Society | 3rd Accreditation Renewal The mission of the Foundation of the Pennsylvania Medical Society is to provide programs and services for individual physicians and others that improve the well- being of Pennsylvanians and sustain the future of medicine. The Pennsylvania Coalition Against Rape | 1st Accreditation The mission of the Pennsylvania Coalition Against Rape is to work to eliminate all forms of sexual violence and to advocate for the rights and needs of victims of sexual assault. TryLife Center | 3rd Accreditation Renewal TryLife Center is a faith-based, life-affirming, pregnancy and family resource cen- ter dedicated to promoting the life of the unborn child, and the physical, emo- tional, and spiritual well-being through confidential counseling, education, and material support. Westmoreland Casemanagement & Supports, Inc. | 3rd Accreditation Renewal We are dedicated to working in partnership with all individuals impacted by intellec- tual/developmental disabilities and behavioral health challenges through their con- nection to essential services, personal empowerment and promotion of wellness. YWCA York Westmoreland County Food Bank. | 2nd Accreditation Renewal Our mission is to enable all Westmoreland County residents who are hungry or at risk of hunger to have ready access to food. YWCA York | 3rd Accreditation Renewal YWCA York is dedicated to eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity for all. Special Thanks to Our Standards for Excellence Sponsors: Pg. 8

Meet the SPONSORS. PREMIER SPONSOR: UPMC Health Plan. UPMC Health Plan, headquartered in Pittsburgh, PA is among the nation's fastest-growing health plans. It is owned by UPMC, a world-renowned health care provider. As part of an integrated health care delivery system, UPMC Health Plan is committed to providing its members better health, more finan- cial security, and the peace of mind they deserve. UPMC Health Plan partners with UPMC and community network providers to produce a combination of knowledge and expertise that provides the highest quality care at the most affordable price. The UPMC Insurance Services Division—which includes UPMC Health Plan, Workpartners, UPMC for Life, UPMC for You, UPMC for Kids, UPMC Community HealthChoices, and Community Care Behavioral Health—offers a full range of group health insurance, Medicare, Special Needs, CHIP, Medical Assistance, behavioral health, employee assistance, and work- ers' compensation products and services to more than 3.9 million members. Our local provider network includes UPMC as well as community providers, totaling more than 140 hospitals and more than 29,000 physicians through- out Pennsylvania and parts of Ohio, West Virginia, and Maryland. Learn more. Community Commitment In 2019, UPMC provided $1.4 billion in IRS-defined community benefits. UPMC Center for Social Impact The Center for Social Impact focuses on three key social initiatives that impact health and health care: addressing social needs, coordinating and expanding access to benefits, and sup- porting underserved communities. Community Engagement UPMC supports programs that combat hunger, collaborates with local leaders to make posi- tive changes in their communities, creates targeted interventions to improve the health of families, reduces their company’s carbon footprint, and builds a stronger workforce. Pathways to Work UPMC is committed to addressing unemployment as one social determinant of health. Their Pathways to Work program is designed to connect people with train- ing programs and other resources to help them find a position at UMC or elsewhere. Pg. 9

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Meet the SPONSORS. Visit the Sponsor Page of our website or read on to learn more about each of the companies who have helped to make this year’s conference possible. AccuFund Do more good with the most comprehensive financial solution for nonprofits, saving time and resources. | Standards for Excellence Sponsor APPI Energy helps consult and provides data to help people make the best decisions for energy selection. They provide energy market expertise, a proven platform, coordination of energy strategies, and excellent client service. | Workshop Track & Scholarship Sponsor Aurora Payments offers a variety of best-in-class technology platforms and discounted credit card processing rates specifically for nonprofit organiza- tions including web-based processing and contactless payments. | Scholarship Sponsor A trusted family- owned insurance agency, BCF Group provides specific pro- cess to help aid large and small business to find the best insurance solutions for them. | Scholarship Sponsor Bloomerang has been serving Nonprofit organizations since 2012 providing best practices for them regarding donor management and donor retention. | Accessibility Sponsor Bookminders is an industry leader in outsourced bookkeeping and is the Mid- Atlantic’s premier bookkeeping service. | Self-Care Sponsor From years of providing nonprofits audit, tax, and financial strategy consulta- tion to maximizing today’s PPP loan forgiveness concerns, Boyer & Ritter is a recognized leader in the nonprofit industry with a reputation for delivering high-quality, timely, valuable guidance. | Workshop Sponsor Commonwealth Consulting Partners works collaboratively with clients to help advocate for them at the federal, state, and local levels. | Workshop Track Sponsor Cornerstone Asset Management is a third-party money manager registered investment advisor from Cleveland, Ohio working to create and manage wealth to grow investors assets through thoughtful management of portfoli- os. | Workshop Track Sponsor Firespring helps nonprofits and businesses by providing marketing, printing, and website strategic guidance all over the world. | Scholarship Sponsor For over 20 years, First Nonprofit has been providing cost-saving options for nonprofits, governmental agencies, and tribal entities to satisfy State Unem- ployment Insurance. | Accessibility Sponsor Pg. 11

Meet the SPONSORS. Fulton Financial is based in Lancaster County; since 1882 they have been of- fering a variety of financial services and working to have community-focused banks to provide the best for their customers. | Workshop Sponsor Since 1984, Gift CPAs has been serving small businesses by providing ser- vices such as bookkeeping, tax preparation and planning, business and fi- nancial consulting, new startup consulting, acquisition assistance, account- ing, and outsourced bookkeeping services. | Workshop Sponsor Harbor Compliance provides services for the business sector and nonprofit sector in every stage of corporate lifecycle; nonprofits receive one-on-one with an experienced compliance specialist to help you save time and ensure accuracy. | Accessibility Sponsor Higher Information Group—Committed to helping our customers drive growth & bring their business vision to life by delivering solutions and exper- tise that create smarter, more productive & secure work environments. | Website Sponsor Highmark is a leading health organization and independent licensee of the Blue Cross Blue Shield Foundation, providing health insurance information and services. | Accessibility Sponsor Over more than 20 years, the Highmark Caring Place, A Center for Grieving Children, Adolescents and Their Families, has served more than 100,000 fam- ily and community members in its four sites in western and central Pennsyl- vania through its peer support, school-based, and education, training and consultation services. | Accessibility Sponsor Humanitarian Social Innovations supports and serves grassroots movements and their founders ranging from local to global nonprofit ventures, helping consolidate back-office tasks to help access tax-exempt funds to maximize their impact of work. | Humanitarian Social Innovations Knox McLaughlin Gornall & Sennett, P.C. has served nonprofit organizations for over 60 years, and we understand the special issues faced by charitable organizations, whether in health care, economic development, human ser- vices, religion, education, the arts, youth development, or community service. | Standards for Excellence Sponsor Lancaster County Community Foundation has been serving the community since 1924, providing donations and scholarships through donors and ac- cepting ideas to help the community and make a long-term impact. | Schol- arship Sponsor My Benefit Advisor is an employee benefit consulting firm that guides em- ployers through panning, communicating, and managing a successful ben- Pg. 12 efit program. | Workshop & Scholarship Sponsor

Meet the SPONSORS. PennSERVE encourages, develops, and facilitates volunteerism and service by funding and supporting AmeriCorps programs that engage Pennsylvania resi- dents in strengthening our communities. | Workshop Track Sponsor PNC Institutional Asset Management® provides services as investment man- agers and trustees for companies, nonprofits, and retirement plans. | Work- shop Track Sponsor The Provident Bank Foundation was established in 2003 by Provident Bank to enhance the quality of life in the region through grant support of not-for- profit groups, institutions, schools and other 501(c)(3) organizations that pro- vide services in the NJ and PA communities served by the Bank. | Scholarship Sponsor S.R. Snodgrass are certified public accounts and consultants providing experi- ence and services in auditing and assurance, internal audit and regulatory compliance outsourcing, information technology, consulting, enterprise risk management, and tax management. | Workshop Track Sponsor Sage Action Consulting provides services of mindfulness, self-care, and trauma sensitivity training through onsite and online workshops for youth and adults to help shift the mindset and culture around individual and collective well- being. | Self-Care Sponsor Salsa’s supporter engagement software provides nonprofits with a single plat- form to engage communities, raise funds, rally supporters, and change the world. | Workshop Sponsor Since 1998, Strategy Solutions has been providing creative solutions to ensure sustainability of private, public, and nonprofit organizations. | Scholarship Sponsor TriNet is the one-stop-shop for nonprofit operations regarding HR, Paryoll, Risk Management, Employee Benefits, Expense Management, Performance Man- agement, Grant Tracking, and other employer-related concerns. | Workshop Sponsor UPMC Health Plan provides health care plans serving over 3.9 million people offers a full range of group health insurance, Medicare, Special Needs, CHIP, Medical Assistance, behavioral health, employee assistance, and workers' com- pensation products and services. | Premier Sponsor Vision Benefits of America works to advocate for the service and delivery of high-quality eye care by assisting uninsured Pennsylvanians. | Standards for Excellence Sponsor Zelenkofske Axelrod is a CPA firm in Pennsylvania that specializes in audit- Pg. 13 ing, accounting & consulting, and tax services to non-profits and govern- ment entities of all sizes. | Standards for Excellence Sponsor

THANK YOU for attending our first-ever virtual conference! See you next fall.