BBB Charity Symposium III
State of the Philanthropic Union:
Meeting Effectiveness Challenges
Detailed Agenda
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February 26, 2009, 8:00 AM – 1:00 PM
Hosted By:
Baruch College School of Public Affairs
55 Lexington Avenue at 24th Street, 14th Floor
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Program Committee:
Baruch College School of Public Affairs
The New York Community Trust
New York Regional Association of Grantmakers
United Way of New York City |
Generously Sponsored By:
American Express
The New York Community Trust
United Way of New York City
Mutual of America |
8:00 am Networking Breakfast
The Networking Breakfast and Refreshment Breaks are generously sponsored by Mutual of America.
8:20 - 8:35 am Welcome
David S. Birdsell, Dean, Baruch College School of Public Affairs
Claire Rosenzweig, President and CEO, The Education and Research Foundation of the Better Business Bureau of Metropolitan New York, Inc.
8:40 –9:30 am Keynote Remarks
State of the Philanthropic Union
Lorie Slutsky, President, The New York Community Trust
10 minute Refreshment Break
9:40 – 10:30 am Panel Discussion
Advocacy and Leadership: Why, How, Evaluating Impact
Moderator: Timothy J. McClimon, President, American Express Foundation
Kevin Ryan, Program Officer, New York Foundation
Michael Stoller, Executive Director, Human Services Council
Vincent Warren, Executive Director, Center for Constitutional Rights
Panel Description:
Why choose advocacy as an impact strategy? As a leadership strategy? Is that an effective, realistic way to try to leverage time and money, when advocating to government in these dark days may not produce many dollars for programs? How can advocacy efforts best be planned for impact and evaluated? What are the limits? And how can nonprofit leaders be more effective advocates for their organizations - and for the nonprofit sector itself?
10 minute Refreshment Break
10:40 to 11:30 am Panel Discussion
Measuring the Moving Target – New Challenges
Moderator: Dr. William D. Weisberg, Chief Operating Officer, Children’s Aid Society
Chung-Wha Hong, Executive Director, The New York Immigration Coalition
Edward Pauly, Director of Research and Evaluation, The Wallace Foundation
Dr. Robert C. Smith, Associate Professor, Sociology, Immigration Studies and Public Affairs, Baruch College School of Public Affairs, author of Mexican New York: Transnational Worlds of New Immigrants
Panel Description:
Who does your organization serve? What are their needs now? Are you sure you know? Some charities in New York City may find that the populations they serve and their needs can change dramatically in character, in a very short period of time. Immigration patterns are a part of this puzzle. Economic conditions in neighborhoods can also change fairly quickly. The consequences of funding cuts to nonprofits, just as needs are increasing, are not yet fully known. These circumstances pose a great challenge for leaders seeking to plan and to evaluate impact.
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How do you formulate useful effectiveness measurements when your service population is a moving target?
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How can you assess and meet the service needs of a population that may be in constant flux?
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What are the right research questions to ask and the most cost-effective research tools?
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How can charities and their grant-makers work together to deal with these difficult measurement and impact evaluation challenges?
11:30 am – Noon Brief Light Lunch Break
Buffet lunch will be served.
Noon – 1:00 pm Breakout Sessions
Main Hall Panel
Making Tough Choices – Planning, Budgeting, Mergers & More
Moderator: Jennifer Jones Austin, Senior Vice President, Community Investment, United Way of New York City
Russell Pomeranz, MBA, Manager of Financial Advisory Services, Fiscal Management Associates
Barbara Krasne, Co-Founder, KrasnePlows
Doug Sauer, Chief Executive Officer, New York Council of Nonprofits
Panel Description:
These are difficult times for nonprofits and contribution dollars are scarce. In light of this, a panel of financial and risk management experts will discuss the latest insights, tips and tools for foundation and nonprofit executives about how to manage wisely now, building on prior programs about this much-discussed topic. Panelists may review issues such as cost cutting, budgeting, board governance issues, staff management issues, mergers, strategic planning, and risk management planning.
Workshop
BBB Project Input Session: How Smaller Charities Deal with Impact Assessment Challenges
Leader: H. Art Taylor, President and CEO, BBB Wise Giving Alliance
Workshop Description:
Your input is needed to help shape a national project that will involve and influence a broad spectrum of charities. The BBB Wise Giving Alliance is preparing to launch a project to devise standard content for charity effectiveness reports. We seek input from charities that find it challenging to tell their stories through existing self-evaluation processes as well as ones that benefit from their impact evaluation efforts. If you’re in this group, this session is an opportunity to present your insights. Performance evaluation can look far more formidable to smaller charities than to larger ones, yet we also know that some accountability measures do not capture the true value of many organizations. What are the unique challenges that smaller agencies face? What aspects of impact assessment have been valuable to you as a charity leader - or problematic - or burdensome? Please share your perspectives in this important input session.
Workshop
Foundation Perspectives on Evaluation
Leaders: Ronna Brown, President, New York Regional Association of Grantmakers
Joelle-Jude Fontaine, Program Officer, A.L. Mailman Family Foundation, Inc.
Workshop Description:
What should a final report to your funder contain? How do you ensure that your organization’s mission is supported by the type of assessment a funder requests? Workshop leaders will share a case study to help explore how grant officers and nonprofits can think practically about program assessments.
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