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Dear Colleague and Foundation Friend,
Don't miss this opportunity Plan now to attend SummX 2013 Summit for Educational Foundation Excellence. You'll gain new ideas for dealing with the toughest, most troublesome parts of your job:
- Not raising enough funds to accomplish your mission
- Wondering if you are compliant with state and national regulations
- Motivating a lackluster Board of Directors
- How to begin to market a nonprofit organization
- Where to turn for grant money and additional financial support
And that's just the start.
We promise you amazing networking, energy-renewing insights, and new connectionsin fact, a revitalized interest in your job, organization and career.
Brent Severe, President
Utah Association of Public School Foundations
DAILY SCHEDULE: Thursday, March 14, 2013
7:00 9:15 a.m. Registration
8:00 9:15 a.m. Opening Session: Is the Status Quo Acceptable? Questions about the future of philanthropy and public education foundations / Scott Mietchen and David Driggs, FRCI
9:30 10:30 a.m. Breakout Session 1
A) Low and No Cost Ways to provide Benefit to Your Students, Value to Your District and Awareness for your Foundation / Robin Callahan
B) So, You Want Your Board to Do Something? Is Osmosis Overrated / Scott Mietchen, FRCI
C) Non-Profit Law and Compliance Issues / Chris Nelson
10:45 11:45 a.m. Breakout Session 2
A) Do Your Fundraising Ideas Need a Time Out? / Nancy Dye
B) Strategic Planning: Priorities and Planning / Fraser Nelson
C) Strategic Planning for Fund Raising Programs / Scott Mietchen, FRCI
12:00 1:30 p.m. Lunch
1:45 2:45 p.m. Breakout Session 3
A) Collaborative Leadership/Getting Unstuck / Andrew Maxfield
B) Catching The Big Fish / David Driggs, FRCI
C) Everyone Out of the Pool: Organizational Assessment / Millie Christener and Laurie Cromwell
3:00 4:00 p.m. Breakout Session 4
A) Turning Board Members into Fund Raisers / Nancy Dye
B) Critical Components for the Success and Sustainability of Education Foundations / Millie Christener and Laurie Cromwell
C) Building and Calibrating a Solid Infrastructure / Robin Callahan
5:00 p.m.Vendor Reception
DAILY SCHEDULE: Friday, March 15, 2013
7:00 9:15 a.m. Registration
8:00 9:15 a.m. Opening Session/Speaker: Marketing Landscape for the Education Foundation Sector / Howard Levy
9:30 10:30 a.m. Breakout Session 1
A) Importance and need of D&O insurance in Today's Litigious Environment / Steven Stecker
B) Wake Up Your Brand / Howard Levy
C) National Trends/ Milli Christener / Laurie Cromwell
10:45 11:45 a.m. Breakout Session 2
A) Education Foundation National Trends / Milli Christener
B) A Capital City Education: The Building of A Community Campaign / Cynthia Holz
C) Communicating With Your Board / Kurt Weiland
12:00 1:30 p.m. Lunch
1:45 2:45 p.m. Breakout Session 3
A) How to Recruit, Develop and Retain a Successful Working Board / Robin Callahan
B) A Case Study: Community Outreach and Relationship Building Tied to Support of School District Mission and Program / Cynthia Holz
C) Linda Walton
3:00 4:00 p.m. Breakout Session 4
A) Dealing with Change and Stress / Kurt Weiland
B) Fund Development / Lisa Arnett
C) Communicating Your Fund Raising Message: Developing Your Case For Support / David Driggs, FRCI
KEYNOTE PRESENTATIONS
Is the Status Quo Acceptable?
Some questions about the future of philanthropy and public education foundations
What is the future of private funding for public education? How does public education create a culture of philanthropy? How can fund raising help us achieve greater excellence in our schools and programs? Do we do a good job of communicating with our constituents and do they even know who we are? What kind of relationship do we want with the philanthropic community?
These questions and many more will stimulate a discussion of the future of philanthropy and public education.
Marketing Landscape for the Education Foundation Sector
Howard Adam Levy, branding expert and President of the Red Rooster Group, will explore the importance of having a strong brand to make a cogent case for support for your organization. We will explore the marketing landscape for the educational foundation sector and branding trends and issues facing educational foundations so that you can position your organization for success.
Wake Up Your Brand!
This seminar will focus on best practices for branding, marketing, and fundraising to help the leaders of educational foundations to understand how to improve their foundation's visibility, website, and fundraising presence with an emphasis on low-cost strategies. We will explore:
- Common branding and marketing challenges faced by educational foundations.
- How to talk about what you do in a concise way.
- Distinguishing your educational foundation from similar organizations.
- How your brand affects your fundraising.
- Tactics you can use to get the word out about your educational foundation.
The aim of this session is to jumpstart your thinking about your brand so that you leave energized about crafting long-term strategy and take away some practical tactics to implement immediately. There will be an opportunity for questions, so this is the opportunity to share your marketing challenges.
Low and No Cost Ways to provide Benefit to Your Students, Value to Your District and Awareness for your Foundation
Are you frustrated by the impact you are able to have with the amount of money you are able to raise and the fact that no one seems to know about your schools foundation? Gain practical insight into how to leverage your existing community resources and to provide initiatives like a Speaker's Bureau, Internship Database, Breakfast Bar Program, Mentoring Program, Community Conversations Series, access to Vision and Dental Care, a School Supply Program, etc.
Building and Calibrating a Solid Infrastructure
How do you build a strongeducation foundation from the ground up? Learn the key building blocks, pitfalls to avoid along the way and what key metrics to track to know if you are headed in the right direction. You will come away with a tool that you can customize for your organization that allows you to track your measurable outcomes.
Strategic Planning: Priorities and Planning
You can make plans that work and advance your organization. See the organizational benefits of planning and thinking strategically. Discover what makes a plan really work and the revitalizing impact a well-developed and well-executed plan has on an organization, and how YOU and each member of the organization can make a positive difference. This breakout is relevant for all professionals seeking to think more strategically and help organizations move into a better future.
How to Recruit, Develop and Retain a Successful Working Board
Some schools foundations have enough staff that they can have a governance board. If your schools foundation is not one of them, and you need board members willing to roll up their sleeves and do real work, this workshop will help you learn how to develop and retain a strong, working board.
Collaborative Leadership & Getting Unstuck
Chances are that you've been frustrated by some kind of initiative that seems 'stuck.' And chances are that if you're stuck, it's not because you're squaring off against the laws of nature. Instead, its regular old human beings and their behaviors that stand between you and your goals. Come learn the basics of a robust approach to effective influence, the necessary ingredient to successful organizational or personal change, based on thirty years of research. Examples will be drawn from data provided by participants via survey in advance.
A Case Study: Community Outreach and Relationship Building Tied to Support of School District Mission and Program
This session would examine the unique role a public school foundation can play to link schools to community for the mutual benefit of students, their families and the wider community. Presenters will be Community Learning Center Coordinators from SLCSD and will include experiential "best practice" on building community based and focused relationships to support schools and students.Participants will be leave the presentation with practical examples of tried and true methods to drive "cold" conversations to an understanding of the unique issues facing public education and to an eventual commitment of partnership.
A Capital City Education: The Building of a Community Campaign to Support Public Education
This session will take participants through the stages of campaign development from grass roots engagement to fully recognized alliance partnerships that benefit pre-K-12 students. The session will discuss the long term sustainability of relationships. Participant will leave the presentation with "best practice" lessons learned by the campaign alliance from such potential funders as the Lumina Foundation, National League of Cities, and private funding sources.
Communicating with Your Boards
It's like herding cats No one understands or no one responds. Here's a simple, three-part approach to making the communication easierand more successful.
Dealing with Change and Stress
Life is full of changes. And stress. "Deal with it!" No. Seriously. Learn to deal with it. There are ways. Your life can be less stressful.
Communicating Your Fundraising Message: Developing Your Case for Support
Answer the questions Why are we important? What difference do we make? How do we enhance our children's education? Learn how to build a compelling and concise statement that communicates your mission to a potential donor.
Everybody Out of the Pool: Education Foundation Organizational Assessment
Whether your education foundation is brand new or been around for decades, taking a quick "time out" to assess the organization's effectiveness is critical to long-term success and sustainability. Organizational assessment is about taking hard look at your foundationWhat is currently working well? What isn't working well? What is slowing our progress? An assessment provides board members and staff with the opportunity to reflect on their individual and shared responsibilities, identify the strengths and improvement needs, and can be invaluable in prioritizing how time and resources should be strategically directed to strengthen the organization. An assessment provides the basis for setting priorities and motivating your board members individually and collectively to strengthen their performance, governance practices and demonstrate credibility to donors and partners. This session will discuss the five critical areas for assessment, tools, and best practices.
Critical Components for the Success and Sustainability of Education Foundations
Successful foundations adhere to best practices, learn of current trends and revisit the fundamental components. This session will help you learn the components necessary - nuts and bolts - of a successful organization as well as the current trends and best practices for education foundations.
Whether your education foundation has been around for years or you are just starting the process to establish one, there are key elements that must be in place for your organization to be successful and thrive. This session will review the research-based best practices and strategies to help you avoid common pitfalls and ensure an effective and sustainable education foundation. This session will review corporate structure, board development, outcome-based programming, marketing and fundraising strategies.
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LocationEmbassy Suites Hotel, Salt Lake / West Valley City
3524 South Market Street
West Valley City, UT 84119
United States
Categories
| Kid Friendly: No |
| Dog Friendly: No |
| Non-Smoking: Yes! |
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Contact
| Owner: SummX |
| On BPT Since: Feb 15, 2013 |
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| Brent Severe |
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Attendees
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