2019 ACFI Agenda

2019 Appalachian Community
Foundation Institute 

 June 11th & June 12th – Stonewall Resort, Roanoke, WV

~NOW APPROVED FOR 8.1 CLE CREDITS AND 1.8 ETHICS CREDITS~

Purpose:  This annual event provides an outstanding program among community foundations, United Ways, humanities councils, and college & university/hospital foundations for professional training related to organization management, asset development, donor stewardship, operational best practices, and networking for the program staff, CEOS, Board members, and professional advisors. This program will help you grow your donor base and community development impact.

(Philanthropy WV is finalizing the presenters for the breakout sessions, announcements will be coming soon! Be sure to check back for Agenda updates! Updated 04/25/2019)

Tuesday, June 11th:

11:00 AM – 3:00 PM: Pre-ACFI Working Group & Strategy Sessions: If you’d like to have a meeting with some peers on a specific concept, project, or idea, please let our staff know: hilaria@philanthropywv.org so space can be reserved.

2:30 PM:  Registration Opens – Come early and be pampered at the spa, hike a trail, enjoy a paddle board, or experience a round of golf before we kickoff the 2019 Appalachian Community Foundation!

3:30 – 5:00 PM:  Pre-Institute Skill Building Session

  • Legal Briefing on Top 5 Legal Issues with presenter: Suzanne Friday, JD, Council on Foundations – Managing Director, National Standards, and Vice President of Legal Affairs
    • This 90-minute session will focus on several of the most pressing issues facing community foundations today including 1) donor-advised funds and donor control; 2) scholarship fund administration; 3) fiscal sponsorship relationships, and 4) working with private foundations.  Suzanne will also bring us up-to-date on legislative and regulatory activity happening in Washington.
  • Using Asset Development & Community Leadership to our Advantage with presenter: Kelly Shrock, President with The Community Foundation of Muncie and Delaware County
    • Community Foundations have the knowledge, connections, influence, and resources that can be used for positive change in our community.  Pair that with our unique ability to assist donors in fulfilling their charitable legacy and the possibilities are endless.  We will talk specifics about asset development and community leadership and provide time for you to develop practical strategies you can take back to the office and put to work.

5:00 – 5:45 PM:  Break – Check in and freshen up before the opening reception.

5:45 – 6:30 PM:  Welcome Reception

6:30 – 6:45 PM:  Dinner at Lightburns

6:45 – 7:45 PM:  Evening Keynote:  Next Generation Leadership – Rick King, President, and Justin Lewis, Program Mentor with Three Pillars Initiative 

8:00 PM: Networking – Join your peers around the campfire, take a stroll around the lake or catch up with old and new friends.

Wednesday, June 12th:

8:30 AM:  Breakfast

8:45 AM:  Morning Keynote:  Sparking New Ways to Advance Community Leadership: Ralph M. Serpe, CEO, and Bryan Tate, President with Building Unrestricted, LLC

9:45 AM:  Break

10:00 – 11:00 AM:  Breakout Workshops

11:00 AM: Break

11:15 – 12:15 PM:  Breakout Workshops

  • (A)Keep5Local Track: Building Unrestricted Funds in West Virginia lead by – Ralph M. Serpe, CEO, and Bryan Tate, President with Building Unrestricted, LLC (Must be signed up for the outside Building Unrestricted Funds in WV series to attend, click HERE for more details!)
  • (B) Marketing Track: with Jane Powell, Communications Director with The Greater Kanawha Valley Foundation and Kathyrn Davis Lamp, Vice President with the Foundation for the Tri-Sate.
    • Learn from professionals on some great strategies and approaches for communication and outreach with donors and partners.
  • (C) Community Partnership Track: Partnerships that Save Our Downtowns: with Susie Nelson, Executive Director with Community Foundation for the Ohio Valley.
    • Philanthropy is an excellent partner in community development and downtown revitalization.  Join an expert community foundation to learn and apply their lessons learned from their partnership to save a downtown icon and re-develop a community’s landscape.
  • (D) Operations & Financial Management Track: with Tina Reilly-Dewitt, Bookkeeper with the Community Foundation for the Ohio Valley and more to be announced soon!
    • Whether you are wearing multiple hats at your organization or a team of operation/financial folks, join your peers to “sharpen your saw” or learn new ways to implement best practices in operational and financial management at your organization.

12:15 AM: Transition to Lunch

12:30 – 1:30 PM:  Luncheon Roundtables: There’s such great wisdom in the room to share. What are your BIG topics or issues that you want to discuss with your peers?  Join your colleagues from across Appalachia for peer to peer learning and “Job Alike” table discussions.  If you have table discussion topic ideas please email hilaria@philanthropywv.org.

1:30 PM:  Break 

1:45 PM – 3:00 PM: Closing Keynote –  Facilitating Investment: Using Data to Spark Transformational Conversations – Kelly Shrock, President with The Community Foundation of Muncie & Deleware County, Inc.  How to use the Transfer of Wealth data in your asset development plans and facilitate gifts that will transform your community.

 3:00 PM: ADJOURNMENT

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