2017 Annual Conference Agenda

2017 AC CPE2017 AC MCLE

Tuesday, September 26, 2017

Pre-Conference Program
Foundant Technology’s GLM Training
2:00 pm – 4:00 pm
If you’re coming in early for the Annual Conference, we’d like to invite you to join other Foundant Grant Lifecycle Manager (GLM) users as they gather with Foundant Client Success Manager, Ashley Harper and Client Success Manager, Jacob Sharp for a few hours of networking and learning at this free User Group event. Here you will get a walk-through of the most recent GLM release information, quick tips training, and a chance to ask questions and network with others just like you.
Early Arrivers meet in Lobby at Lakeview
4:00 pm
Early Arrivers Cocktail Hour + Tour of the new WVU Art Museum
Remarks from WVU Provost Joyce McConnell
4:30 – 7:00 pm
Dinner of Your Own – Dine Arounds: A list of great Morgantown local restaurants to explore will be provided.
7:00 – 9:00 pm


Wednesday, September 27, 2017

Philanthropy WV Registration Begins
8:00 am
Coffee + Beverage Service for Early Arrivals
(breakfast on your own)
8:30 am
Specialized Skill-Building Seminars:
10:00 am – 12:00 pm

Legal & Ethics Session: Unexpected Legal Issues in Challenging Times:

From natural disasters to economic challenges, your foundation and corporate giving may encounter unique legal issues. If you are asking, “How do we handle this in a proper legal and ethical fashion?”, this two-hours seminar approved for MCLE and CPE credits is the program for any attorney, trustee/board member, or staff member of a foundation or corporate giving program.   We begin with a presentation by attorney Zac Kester of Charitable Allies discussing unique legal issues for grantmaking foundations/corporations. Mr. Kester’s talk will be followed by a panel of experts. Our panelists include attorneys: Zac Kester, JD; Elaine Wilson, JD of WVU College of Law; and Melissa Watkins of Steptoe & Johnson Law Firm who will discuss handling unexpected and complex issues around disaster grantmaking, social enterprises, impact investing, and more.  Approved 120 minutes of MCLE Credits

A New Vision for Comprehensive Capacity Building delivered by Grantmakers for Effective Organizations (GEO):

Do the nonprofits you support have what they need to thrive and produce results?
Nonprofits have consistently struggled with retaining strong staff, fundraising effectively, and achieving long-term sustainability.  Now, more than ever, funders need to ensure that nonprofits are strong enough to provide sustainable support to our most vulnerable communities.  Join GEO as they present a two-hour power packed session that tackles the essential issues that drive the design of effective capacity building support.  Philanthropy WV members will share their capacity building work as well.

Education Track: Creative Education with Entrepreneur Development:

Launching and Advancing entrepreneurship is a very meaningful action for so many of West Virginia’s communities to create a new economic resurgence. This quarterly meeting of Education Affinity Group will explore some of the major entrepreneur training and launching programs. Presenters for this session:

  • Gene Coulson, Executive Director of EntreEd: Entre Ed champions entrepreneurship education and provides advocacy, leadership, networking, technical assistance, and resources nationally across all levels and disciplines of education, promoting quality practices and programs.
  • Melinda Walls, WVU Assistant Vice President of Entrepreneurship & Innovation: Melinda will be speaking on  Trends  in Entrepreneurship Education in Higher Ed with a focus on the WVU IDEA Ecosystem supporting Entrepreneurs in WV.

Community Foundations Mini-Bootcamp Grantmaking Basics   

What are the core elements of a sound grantmaking program? From initial design to assessing of proposals to understanding the legal nuances of certain unique grant types (special awareness around grants to individuals, grants requiring expenditure responsibility, and economic development grants), come prepared for a quick but thorough program on the basic elements of grantmaking and the importance of sound practices around the funds with which we are entrusted.

Presenter: Judy Sjostedt, Parkersburg Area Community Foundation

Luncheon Keynote Plenary: Avoiding “Delusional Altruism”: How to Create a Legacy of Impact, Respect, and Value
12:30 – 1:30 pm
Speaker: Kris Putnam-Walkerly, MSW is President of Putnam Consulting Group, Inc.
Description: This intriguing keynote will explore how foundations and corporate giving can fall prey to “delusional altruism” – unintentionally getting in the way of their own impact and that of grantees. Kris will share how simple changes in common processes can instead create practices that are more productive and relevant for all. You’ll learn how to recognize ten manifestations of delusional altruism and understand how they hamper progress toward your mission. And, you’ll leave with smart ways to avoid pitfalls, increase your giving impact, and improve grantee relationships as community partners.
Afternoon General Assembly: Maximizing Effective Partnerships & Foundation Openness Project
1:45 pm
Speaker: Becky Ceperley, Retired Foundation Executive and Philanthropy Consultant
Description: It is a critical time for philanthropy in West Virginia to educate the public about what we do and to build additional partnerships to leverage our investments.  This interactive presentation will focus on how foundations and corporate giving implement openness practices with the public and create successful cross-sector partnerships.  Our facilitator Becky Ceperley will focus on why and how it is important for foundations to be transparent and open with their processes and practices to advance the work of our partners in communities across the state.  Approved 45 minutes of MCLE Credits
Luncheon Concludes
2:30 pm
Philanthropy in Action Tours of Monongalia County/Morgantown, WV
3:00 pm – 5:45 pm
Join all conference attendees as we go out into the community to tour philanthropy in action with major transformations taking place in the region. The visits will focus on community/economic development to human services to workforce development.
Buses board at 3 PM in the Hotel’s Main Lobby.
Sponsored by the Monongalia County Commission.
Annual Conference Main Reception at Lakeview Resort
6:15 pm
We kick off our evening of celebrating the impact of philanthropy in West Virginia with a cocktail reception.
This year’s reception is graciously sponsored by Foundant Technologies.
Celebration of Philanthropy Dinner
7:00 pm
Philanthropy WV hosts all conference attendees, speakers, sponsors, and friends for a night of entertainment, networking, and remarks from a special guest. We will celebrate the impact of our state’s philanthropic community.


Thursday, September 28, 2017

Registration Opens for Final Day
Check out by 12:00pm if staying at Lakeview
8:00 am
Breakfast Buffet is Served + Networking
8:30 am
Philanthropy WV Annual Members Meeting: A New Age for Philanthropy WV
9:00 – 9:45 am
Philanthropy WV’s 2017 Annual Meeting will be an opportunity to elect new members to the Board of Directors, share highlights of the past year, and look ahead to Philanthropy WV’s promising future. The meeting’s program will include a special presentation to celebrate the new age of Philanthropy WV’s focus and our expanding membership. Presenters will include several Philanthropy WV members
Morning Plenary Keynote: Building and Leading Highly Effective Organizations in an Ever Changing World
10:00 am
Speaker: David C. Hardesty, Jr., President Emeritus with West Virginia University
How do you maximize your foundation or corporation’s effectiveness during challenging times?  WVU President Emeritus David C. Hardesty, Jr., JD will inspire you and your organization’s approach to stay highly effective during constantly changing times. As a past Board Chair of one of West Virginia’s largest foundations, President Hardesty will examine the underpinnings of the changes we are experiencing with economic and cultural complexities. He will share some of the more important tools philanthropic leaders need to develop in order to lead their organizations in this volatile environment.  Come prepared to learn from a master of leadership, public service, and community engagement to enhance your work and impact.
Approved 60 minutes of MCLE Credits
Morning Breakout Sessions:
11:00 am – 12:15 pm
  • Learning: “Maximizing Funder Impact through Policy Advocacy”: True community, culture, and social change requires not only grantmaking into programs that deliver services, but also working on public policy advocacy.  This session will provide foundations of any size with the ethical best practices to maximize funder impact while including policy advocacy.  Join Philanthropy Ohio’s Senior Vice President of Communication & Public Policy, Claudia Herrold and The Nord Family Foundation’s Executive Director, John Mullaney for an interactive presentation to develop a comfort level and know the best practices in the critical area of public policy advocacy.  Approved 75 minutes of MCLE Credits
  • Leveraging Partnerships in Funding & Impact: You’ve asked for three years that Philanthropy WV assist you as members to leverage partnerships and your impact. This year we are bringing you some great partners and concepts to learn, network, and put into action. This session will feature a panel of dynamic leaders from philanthropy, government, and business to share specific strategies and approaches to leverage your investments to have a greater impact.  This panel presentation includes:
    • Mary Hunt, Program Director for the Claude Worthington Benedum Foundation discussing her work impacting Community & Economic Development
    • Hilary Heishman, Senior Program Officer for the Robert Wood Johnson Foundation highlighting her expertise in a variety of topics, with special attention to improving and connecting systems that enable people to be healthy.
    • Mark Doak, Board Member for the Tucker Community Foundation will discuss the work of the Foundation around impact investing in their region to leverage their grantmaking and endowments investment strategy.
  • Leading and Investing Locally: Community and neighborhood revitalization requires partnerships and leadership among philanthropy, government, nonprofits, local businesses, and the general public. Join us to learn from Charleston’s “West Invest Project” which is bringing unique partners together to restore pride and civic energy block by block. This panel presentation will share lessons learned that can be applied in your work. Panelists include Susie Salisbury, Vice President of Community Development at the Charleston Area Alliance; Corporal Errol Randle, Strategic Planning Officer with the Charleston Police Department; and Ron Butlin, Director of the Charleston Urban Renewal Authority.  These inspiring leaders will spark ideas and actions for you to apply in your community.
  • Wildly Successful Giving Days: What our data and experience reveals about best practices that drastically up your results: If you are wanting to advance your online giving, and start a more advance giving day, join us for a great introduction of services and opportunities with GiveGab.  We are excited to have GiveGab join us and share their expertise, so that your Community Foundation and your nonprofit partners can get a leg up in the online giving world.  We welcome Charlie Mulligan, Founder/Owner of GiveGab, who will provide an overview of their tools that your community foundation will find useful.  
12:30 pm
Luncheon Keynote: Leading During Times of Uncertainty
12:50 – 1:30 pm
Speaker: Tamara Copeland, President with Washington Regional Association of Grantmakers

How do we, as Philanthropy, make major investments, build collaborations, and improve the quality of life for our citizens and communities during uncertain times?  Philanthropy WV is pleased to host a national leader in building philanthropic partnerships and addressing important issues to improve the quality of life for citizens in areas of housing, poverty, and racism. Join us as Tamara Copeland, President & CEO of Washington Regional Association Grantmakers shares the leadership role her organization is taking and what we can do collectively with a greater impact in West Virginia.  Approved 40 minutes of MCLE Credits

2017 Spirit of Philanthropy Awards Ceremony:
1:30 pm
You don’t want to miss out on the 11th Annual Spirit of Philanthropy Awards ceremony as we recognize the contributions, impact, and work that moves West Virginia’s communities and citizens forward. This year’s program includes the: Volunteer Leadership Award, Staff Leadership Award, and Critical Impact Award.  We are pleased to be celebrating the legacy of many accomplished leaders and doers in our state.
2018 Annual Conference Announcement
Philanthropy WV Conference Concludes
2:45 – 3:00 pm