In addition to three featured speakers, the 2013 Texas Nonprofit Summit showcased 25 sessions on a variety of nonprofit management and governance topics.
Each session was designed to:
- Explore innovative theories and practices impacting the nonprofit sector
- Empower attendees with data and tools to make informed decisions
- Facilitate peer learning and collaboration to enrich your conference experience
Storytelling to Increase Impact
Tiffany Galligan, Principal, Too Good Strategy
Learn how to effectively connect with constituents, donors and supporters through the highly impactful use of storytelling. You learn the components of great storytelling, and how to employ storytelling techniques in all types of communications, especially social media. Attendees will gain an advanced understanding of the use of storytelling in marketing, including how to determine which stories are the most effective to tell and what steps to take in order to create the greatest connections with the right audiences.
Texas Population Demographics: Understanding Our Evolving Communities
Lila Valencia, Ph.D., Researcher and Legislative Liaison, Office of the State Demographer
The rapidly evolving population of Texas continues to demand an evolving response from nonprofits, both in meeting community needs and in reaching prospective donors. Learn about the major trends of Texas' changing demography, including the population's education, employment, health and income levels. Discover how the population's evolution affects opportunities and challenges facing your nonprofit today and for years to come.
The Mentalist: Leading and Managing Change from the Inside Out
Francisco A. Gónima, Executive Coach & Strategist
The phrase "adapt or die" is common sense to just about everyone. Why is it then that when a nonprofit is undertaking a major change, so many important stakeholders seem bound and determined to choose the latter? We'll unlock the neuroscience of change management and how to lead change effectively through coaching and Socratic methods that work. By giving your team members' brains what they need to feel safe and empowered in the midst of change, you'll not only get adaptation, you'll get entrepreneurship.
Advancing Your Mission Through Enterprising Business Opportunities
Suzanne Smith, Founder and Managing Director, Social Impact Architects
Want to learn how your organization can leverage its strengths to earn more revenue? In this session, you'll gain a comprehensive understanding of what works in successful social enterprises. Discover how to conduct an organization audit to uncover opportunities with the greatest promise. Gain insights on legal and tax implications, feasibility assessments, business planning and more.
Fundraiser Confidential: How to Delight your Donors and Raise More Money NOW
Rachel Muir, CFRE, Director of Client Strategy, Veritus Group
Galas, grants, annual fund, major gifts, direct mail, online fundraising, peer-to-peer, crowdsourcing, text-to-give, Benevon, social enterprise, multichannel, planned giving, mobile... if the fundraising options in front of you are making you dizzy, come get clarity! Whether you have no staff or a 10-person development team, an effective major gift program can bring in more revenue than any other fundraising strategy. Learn where most major gift programs fail, strategies for cultivating the millionaire next door, and get free tools to build cultivation plans that engage your donors to make increasingly larger gifts. Master efficient and impactful ways to make every donor feel appreciated, regardless of the gift or channel. Create your own gift acknowledgment plan to ensure every gift is thanked and get tips on how to write unforgettable thank you notes. As a special bonus, attendees will receive a take-away guide to designing unique, mission-oriented cultivation events for small groups of key donors. Attendees can also enter to win a free audit of their major gifts program from the session presenter!
Building and Nurturing a High Performing Board
Sarah Jane Rehnborg, Ph.D., Interim Director, RGK Center for Philanthropy and Community Service, Lecturer and Associate Director for Planning and Development, The LBJ School of Public Affairs, the University of Texas at Austin
Whether you view them as indispensable, meddlesome or somewhere in between, your Board of Directors can be one of your organization's most valuable assets, and it is often one of the most underutilized. In this session, you'll explore how well you know your board so that you can better leverage and customize the many strategies, tools and creative ideas presented in this information-packed session. You'll learn how to better partner with and engage your board for new member recruitment, strategic planning, community outreach, development, evaluation of the board itself and much more. Take your organization to the next level by building and nurturing a truly exceptional and high-performing board!
From Strategic Planning to Strategic Thinking: Tools, Ideas, and Approaches for a High-Impact Process
Mina Kumar, Austin-Based Consultant and Project Leader, the Center for What Works, Rensselaerville Institute
Join us for a new look at long-term planning that emphasizes strategic thinking and accounts for the ever-changing nature of our work. Explore a variety of simple planning tools and frameworks for determining your readiness for strategic planning, designing the right planning process and timeline, and understanding where to focus your resources for the greatest impact. Don't miss this interactive session with one of the country's best strategic planning consultants! What you'll learn could save you and your organization the headache of a strategic planning experience that is anything but strategic.
Getting the Visit & Making the Ask
Gene Attal, President & CEO, Attal & Company
In the world of fundraising, few activities seem as daunting or as hard to master as finding elegant ways to get a visit and ask for a gift. This is your opportunity to learn from one of Texas' most successful fundraisers! Hear real-life strategies for soliciting individuals and institutional representatives, get tips on what to do to prepare for the visit and how to follow up, and learn tricks for turning chance encounters with potential donors into meaningful exchanges.
Social Media for Social Good
David J. Neff, Founder and VP of the Board of Directors, Lights. Camera. Help.
Online giving surged by over 35% last year, with gifts over $1,000 becoming increasingly commonplace. If you're ready to make the most of your social media presence, you need to know what the keys to successful fundraising, marketing and community building online are. Join us in this highly interactive session to understand the huge opportunities that social media presents and to learn actionable insights for capitalizing on those. Find out where to go for free resources and to ensure continuous improvement of your new and improved efforts.
Big Data & Emerging Technologies for the Social Sector
Karen Holst, social sector thought leader, entrepreneur, and client-appointed "Data Ninja"
In order to make an impact, your nonprofit must embrace and seize data's potential to capture the public's attention and further your mission. The dynamic presentation will show you how to take action today by presenting innovative ways to research and mine useful data, data's practical uses in constituent marketing and communications, how to leverage your organization's data for press-worthy recognition and to become an industry thought leader. The session covers how to utilize technology to evaluate programs and fundraising research, low/no cost methods for using data to make better decisions, and much more! You'll walk away from this fun and engaging session empowered and ready to put big data and analytics to work for you.
The Volunteer Solution: Strategic Approaches to Meaningful Volunteer Experiences
Paige DeLeon, CVA, and Lou Serna, Co-Founders, Voluntology
What does volunteering with your nonprofit mean to your volunteers? Do they understand how their work is connected to your mission? Volunteerism and the needs and expectations of volunteers are evolving, yet many organizations have been slow to keep up and often underutilize the incredible resource that their volunteers could be. Join us to learn multiple, tangible strategies for ensuring meaningful volunteer experiences at every level. You'll gauge how well your organization treats its volunteers, and how well your staff shares responsibility with volunteers to increase their own effectiveness. Gain new perspectives and tactics to ensure you make the most of your current volunteer support, and that your efforts create a sustainable, dynamic volunteer program for years to come.
Making a Difference while Making a Living: Charting Your Nonprofit Career
Heather McKissick, Vice President of Human Resources and Organizational Development, University Federal Credit Union; and Tara Kirkland, Director of Consulting Services, Greenlights for Nonprofit Success
The number of professionals who actively choose careers that make a positive impact in the world is at an all time high. Both emerging and experienced leaders say they are eager to do more with their work than simply earn a paycheck. In fact, recent research on career trends shows that "doing good" is a primary career objective for 80% of nonprofit employees, and the desire to make a difference in one's community is increasingly important in other sectors as well. How can you leverage opportunities to do good? Get tips for strategically developing yourself in the new nonprofit workforce, discover how to make the greatest impact in your current role, and create a roadmap for a rich and rewarding career.
Speed Networking with Funders
Applied Materials, Austin Community Foundation, Corporation for National & Community Service–Senior Corps & AmeriCorps*VISTA Funding Opportunities, Dell, Google, Impact Austin, KDK-Harman Foundation, Meadows Foundation, OneStar Foundation–AmeriCorps*Texas Funding Opportunities, RGK Foundation, St. David's Foundation, Webber Family Foundation
Do you have questions about the grant funding process? Build relationships and get insider tips from the funders themselves as you sit down and talk directly with a variety of private foundations and corporate grantmakers. This is the time to ask questions and learn more about the unique focus and process of individual funders, most of which have statewide giving interests. Approximately 15 private and corporate foundation grant makers will be on hand to meet you.
Making Data-Informed Decisions: Real Solutions and Tips from the Field
Erin A. Brackney, MSW, Associate Director, Research and Texas Connector, OneStar Foundation; Deborah G. Moffett, Senior Partnership Development Officer, OneStar Foundation; Marty McKellips, Regional Chief Executive Officer, American Red Cross - Central Texas Region; Jim Burns, Regional Community Relations Manager, Community Access and Services Division, Health and Human Services Commission; Sarah Jane Rehnborg, Ph.D., Interim Director, RGK Center for Philanthropy and Community Service, Lecturer and Associate Director for Planning and Development, The LBJ School of Public Affairs, the University of Texas at Austin
The social sector has become increasingly data-driven as we all seek ways to better measure and demonstrate our impact. Get real-life tips and ideas from a panel of nonprofit experts as they share their experiences in making critical decisions informed by rich, relevant data. Through case studies and small group discussions, you'll learn how to find and use data to communicate more effectively, write better funding proposals, and identify and evaluate collaborative partners. OneStar Foundation's Texas Connector geo-mapping tool will be highlighted as a resource for obtaining demographic and nonprofit provider data in a quick and easy way. Attendees will receive access to the tool for one month to put their new found skills to work immediately.
Building and Nurturing Community Online
Michael Wilson, Founder and CEO, Small World Labs
Many organizations struggle with how best to build vibrant, engaged online communities. It can be difficult to determine where to start and which tools are best for what. Find out how other organizations are developing cohesive, integrated strategies to build community using email, social media and, sometimes, private communities for members. Learn how to develop and execute an online community strategy that focuses each channel on what it does best, connects your fans, and moves initial connections to deeper engagement.
Competition, "Coopetition" and Mergers: Finding the Right Mix for Your Mission
Matt Kouri, President & Executive Director, Greenlights for Nonprofit Success
What is the role of competition in the nonprofit sector and what does the term "coopetition" really mean? Do mergers really lead to cost savings and greater outcomes, or are they more trouble and pain than they're worth? The concepts of strategic alliances and collective impact - where nonprofits leverage the power of working together - have become increasingly popular as solutions to expand resources and impact. Funders often view alliances or outright mergers as important options for their grantees to consider, yet nonprofit leaders should take great care when evaluating and entering into such collaborations. Join Matt Kouri, who has led several nonprofit mergers and other alliances, to explore strategic alliance-building, from coordination of activities to sharing services and all-out formal mergers. You'll learn how to evaluate your collaborative relationships, hear examples of collaborations that work, and develop a plan for enhancing your organization's capacity and its resources without having to give up what really matters.
Leveraging the Board to Connect with Community and Raise More Funds
Ronnie Hagerty, Assistant Vice President, United Way of Greater Houston
Want to leverage your board's connections and skills to make more friends and raise more money? Getting your board to do more in these areas requires a solid understanding of where you'll find the new connections and funds you seek, and knowing how to frame the need for donors in a way that makes sense from the board's perspective. We'll build on these concepts to determine the best strategy for your team and its players, and explore how to measure and celebrate your success along with way.
While growth and change look different for every nonprofit, the ever-present financial considerations tend to be very similar. When and how often do you really need an audit? How often should you update your accounting policies and procedures, or even your accounting software? Is your plan for earned revenue taxable? Get the answers to these and other important questions to ensure that your nonprofit finances grow along with the rest of your organization. You'll walk away with a clear understanding of the most important financial aspects to consider, and a framework for growing smart now and when you are ready for your next evolution.
Social Sector Advocacy in Texas: The Good, the Bad and the Important
Courtney Read Hoffman, Owner, CRH Capitol Communications
As the 2013 Texas legislative session showed, nonprofit organizations need to do more to advocate on their own behalf, but misinformation and legal concerns often keep our sector from getting involved. Get an insider's scoop on this year's legislative victories and challenges from a skilled nonprofit lobbyist, and find out what our sector's focus should be in the year ahead. You'll learn how to organize grassroots campaigns, utilize the media, and employ proper direct and social media communication strategies to enhance your effectiveness and affect positive change. We'll also cover the "do's and don'ts" of nonprofit advocacy according to the IRS and Texas Lobby Law.
Becoming a Favorite Nonprofit through Smart, Strategic Content Marketing
Kivi Leroux Miller, President, Nonprofit Marketing Guide.com, author, The Nonprofit Marketing Guide: High-Impact, Low-Cost Ways to Build Support for Your Good Cause
How people feel about your nonprofit matters more than what they think about it. The angel in their hearts overrules the bookkeeper in their heads all the time – and yet many nonprofits center their communications on the bookkeeper, talking mostly about tax receipts, to-do lists, event logistics and program statistics. Instead, what if you focused on connecting with and engaging those inner angels to the point that you become their favorite nonprofit?
We know that the favorite nonprofit wins: a recent study on nonprofit donor engagement found that donors gave two-thirds of their annual charitable donations to one favorite charity. Other donor research shows that the extent to which someone considers your nonprofit a favorite can determine how likely they are to support you in the future.
In this session, Kivi will help you figure out how to transition from "bookkeeper" communications that interrupt your supporters to "angel" communications that attract them. You'll see the value in focusing less on the communication tactics you use and more on how your supporters will react to those communications. You'll learn how strategic, integrated communications can make a promise to your supporters that you can deliver on... and that will turn you into a favorite in their hearts and minds.
Empowered Productivity: Winning the War Against Information Overload
Maura Thomas, President, RegainYourTime.com and author, Personal Productivity Secrets
We're increasingly asked to move faster and do more, but a balanced life and time with family and friends is essential to avoiding burnout on the job. Technology generates more communication, responsibilities and commitments than ever before, not to mention an endless to-do list. All this creates an environment where we spend most of our time being reactive, and very little time being proactive. The result is that although we seem to be busy all day, in truth we get very little of the important stuff done. In this session, you'll learn how you may be sabotaging your own productivity, get the tools you need to regain up to two hours of time each day, and discover the time-saving benefits of Empowered Productivity, putting YOU back in the driver's seat of your life and work.
The Texas Civic Health Index Report: Political Participation, Civic Involvement and Social Connectedness
Regina G. Lawrence, Ph.D., Jesse H. Jones Centennial Chair in Communication, School of Journalism, and Director, The Annette Strauss Institute for Civic Life, the University of Texas at Austin
The Texas Civic Health Index offers the first-ever assessment of levels of participation in Texas -- political, civic and social. It shows that Texas lags behind most states in the U.S. on almost every measure of participation. For example, in 2010, Texas ranked 42nd in voter registration, 42nd in rates of volunteering, and 47th in levels of neighborhood trust. Rates of participation and social connectedness are correlated with income, age, education, race/ethnicity and citizenship status -- significant findings in a state with very large minority and immigrant populations, high rates of poverty and low educational attainment. Join us to learn more about data from the report, discuss some of the likely reasons for low civic engagement in Texas, and get recommendations and ideas for what can be done by nonprofit leaders to re-engage citizens in their communities.
Moving from Incremental to Transformational Impact
Amy Celep, President & CEO, Community Wealth Partners
What would it take for your nonprofit to actually solve the problems you work so hard to address? What would the world be like if you could achieve transformational, as opposed to incremental, impact? Building on the inspiring message of keynote speaker, Bill Shore, find out how transformational impact is being achieved across the country, based on research by Community Wealth Partners, a Share Our Strength organization dedicated to helping change agents solve social problems at the magnitude they exist. Learn about the ten key insights gleaned from their research on and experience with initiatives that have achieved dramatic improvement of our nation's most pressing problems. More importantly, you'll be challenged to consider how these insights can apply to your mission and guide you to long-term solutions for the communities you serve.
Keeping today's savvy and diverse donors engaged means customized, targeted approaches are more important than ever. However, understanding exactly how to customize your approach and what data to pay attention to can be challenging. Join leaders from Blackbaud, the country's leading provider of nonprofit software and services, to get insights from their vast research into the most successful campaigns and important strategies for donor retention and engagement. You'll get the benefit of professional data analysis and benchmarking data from across the nation, and will learn how to apply the lessons learned to maximize your efforts.
HR in your Nonprofit - From Fear to Fabulous!
TyAnn R. Osborn, Principal and Founder, Osborn Consulting Group
With so many challenges facing the nonprofit world right now, Human Resources is more crucial than ever to achieve strategic success. If you're running HR with a lean staff (or none at all), you need to understand the essential role that HR plays in minimizing risk to the organization, optimizing employee productivity and performance, working effectively with stakeholders, and crafting appropriate processes in support of your mission. This information-packed session will show you how to craft a performance management process that works for your culture and employee base, create a value proposition for talent acquisition and retention when higher pay isn't an option, and explore how competency models can be used to improve talent selection and assist in talent development. You'll also hear how to deal with common legal issues, such as appropriately classifying employees and interns (FLSA), interviewing pitfalls and sticky areas, protected classes and activities (EEOC, ADA, GINA, USERRA and more), terminating with dignity and grace, and more. Real life stories and examples will help bring the topics to life, and there will be ample opportunity to ask your tough questions or share your own stories in this interactive session.