COLUMBIA, SCMARCH 6–8, 2017

NONPROFIT SUMMIT

SOUTH CAROLINA’S

HEALTHIER TOGETHER

KEYNOTE SPONSORS: HOST SPONSORS:

Central Carolina Community Foundation

Sisters of Charity Foundation of South Carolina

United Way Association of South Carolina

Columbia Marriott1200 Hampton StreetCOLUMBIA, SC6 – 8

M A RC H

KEYNOTE SPEAKERS:

DR. KATRINA SPIGNER • DR. BERTICE BERRY HARRIS DELOACH • MONICA HOBBS VINLUAN

For complete details and to register, visit summit.scanpo.org.

For full program, speaker and special gatherings information, visit summit.scanpo.org1

Harris DeLoach

Executive Chairman, Sonoco

A natural-born leader, Harris understands how to connect corporate and nonprofit leaders in order to strengthen communities.

Dr. Bertice Berry

Sociologist, Author and Educator

An award-winning comedienne, Bertice’s humor and insight will keep you laughing and cause you to take a second-look at your organization.

KEYNOTE SPEAKERS

Dr. Katrina Spigner

President & CEO, Re-Source Solutions

A certified coach, consultant, speaker and author, "Dr. K" is deeply committed to helping others thrive. Her reflections on the past growth and promising future within the nonprofit sector is sure to inspire.

Monica Hobbs Vinluan

Senior Program Officer, Robert Wood Johnson Foundation

Monica’s engaging discussion will show how all nonprofits can work to improve the health and well-being of their community.

It's our anniversary! We're excited you're here to celebrate with us!

It's hard to believe that two decades have already passed since a group of chart-coursing, forward-thinking nonprofits leaders came together to create our state's association for charitable organizations. Our collective accomplishments since that day are too numerous to count but certainly worthy of a celebration. We hope you'll join us on Tuesday night at the Columbia Museum of Arts as we salute the past 20 years and cheers the next 20 ahead of us.

W E ’ R E C E L E B R A T I N G 20 Years !

For full program, speaker and special gatherings information, visit summit.scanpo.org 2

PRE-SUMMIT | SUNDAY, MARCH 55 – 7 p.m. | Registration ........................................................ PRIVATE LOUNGE (ACROSS FROM BAR)

DAY ONE | MONDAY, MARCH 68 a.m. – 5 p.m. | Registration ............................................... PRIVATE LOUNGE (ACROSS FROM BAR)

9 –11 a.m. | Site Visits ................................................................ LOBBY (MAIN STREET ENTRANCE)

Celia Saxon Community | Transitions / Free Medical Clinic | Homeless No More

11 a.m. –1 p.m. | Advance Networking (Enjoy lunch with your friends.)

1– 3 p.m. | Summit Kickoff & Opening Plenary ................................... CAROLINA BALLROOM

Welcome Mayor Steve Benjamin, City of Columbia

SC’s Culture of Health: Our Sector’s Responsibility Monica Hobbs Vinluan, Senior Program Officer, Robert Wood Johnson Foundation ( Followed by Facilitated Conversation )

3 – 3:15 p.m. | BREAK

3:15 – 4:15 p.m. | Concurrent Tactical Sessions Understanding the Social Determinants of Health (And Why They Should Matter to Every Nonprofit) ................................................................................................ CAROLINA DEMaya Pack, Associate Director, Research & Strategic Initiatives, SC Institute of Medicine and Public Health

Social Media Strategy – Proof is in the Pudding ..................................................PALMETTO BALLROOMPhillip Higgins, Director of Marketing and Digital Strategy, Richland Library

Beyond Race: Interactive Tools to Teach Social Justice in 2017 .............................................CAPITAL IIEric Rowles, President & CEO, Leading to ChangeFred Baker, Senior Training Associate, Leading to Change

Midlands Healthcare Collaborative .............................................................................. CAPITAL IIICheryl Johnson Benjamin, Senior Director Health Council, United Way of the Midlands

Creating an Annual Fundraising Plan That Works! ............................................................ CAPITAL ILorain Crowl, Chief Development Officer, United Housing Connections

Creating New Opportunities for Data Collection .......................................................... CAROLINA BCCallee Boulware, Executive Director, Reach Out and Read

Community Impact Operations & Finance Fundraising* Healthier Together

Leadership & Governance Communications & Advocacy

2017 SUMMIT PROGRAM

To help you identify pertinent sessions and take full advantage of the Summit’s offerings, sessions are organized in six tracks:

*curated by AFP leaders

For full program, speaker and special gatherings information, visit summit.scanpo.org3

DAY ONE | MONDAY, MARCH 6 (CONT'D.)3:15 – 4:15 p.m. | Concurrent Tactical Sessions, cont'd.

Effective Board Decision Making ........................................................................... CAROLINA FGHMark Cruise, President, Governance4GoodReid Lehman, Ministry Consultant, Miracle Hill Ministries

Grantmaking 2.0 — What’s Next?................................................................................ CAPITAL IVCharles Weathers, Facilitator, Consultant & Advisor, The Weathers Group and panelists Kathy Dunleavy, President / CEO, Mary Black Foundation Lilyn Hester, Head of Public Affairs, Google Kerri Forrest, Director, Lowcountry Program, Gaylord & Dorothy Donnelley FoundationTom Keith, President, Sisters of Charity Foundation of SC

4:15 – 4:30 p.m. | BREAK

4:30 – 5:30 p.m. | Concurrent Tactical Sessions Seven Money Steps for Major Gifts.......................................................................... CAROLINA BCLouis Fawcett, Senior Vice President of Principal Gifts, EdVenture

An Attorney’s Perspective on the Relationship of a Board and its Executive Director .................................................................................................... CAPITAL IClay Grayson, Partner, Grayson Thomas

Collaborating: Welcoming All to the Table! ........................................................PALMETTO BALLROOMPam Toney, Executive Director, Bluffton Jasper Volunteers in MedicineLisa Hayes, Executive Director, Chatham County Safety Net Planning Council

Diversity / Inclusion / Equity Are Important — Here’s Why! ............................................... CAROLINA DEJoAnn Turnquist, President & CEO, Central Carolina Community FoundationDarrin Goss, President & CEO, Coastal Community FoundationDenise Spencer, President & CEO, Community Foundation of the Lowcountry

Easy Planned Giving Strategies .................................................................................. CAPITAL IVHeather Sherwin, Vice President for Institutional Advancement, Central Carolina Community Foundation

Healthy Insights: Public Data and the Social Determinants of Health ............................... CAROLINA FGHLowell Atkinson, Program Director, SC Association for Community Economic DevelopmentSarah Pinson, Healthy Insights Coordinator, SC Association for Community Economic Development

Increase Engagement With Storytelling Videos ................................................................CAPITAL IIThomas Heath, Business Coach & Co-Founder, The Life Guidance Center

Increase Revenues Through Savings & Collaboration ........................................................ CAPITAL IIIJill Bossi, Founder & CEO, Thrive GPO Inc.

5:30 p.m. | Dine Around with Friends

6 – 8 p.m. | Private Sponsors Reception .............................................................. IT-OLOGY

DAY TWO | TUESDAY, MARCH 77:30 a.m. – 5 p.m. | Registration .......................................... PRIVATE LOUNGE (ACROSS FROM BAR)

7:30 a.m. – 5 p.m. | Nonprofit Marketplace ......................................................... ATRIUM

For full program, speaker and special gatherings information, visit summit.scanpo.org 4

DAY TWO | TUESDAY, MARCH 7 (CONT'D.)7:30 – 9 a.m. | Breakfast Buffet ............................................................................ ATRIUM

8:30 –10:30 a.m. | 20th Anniversary Keynote, Annual Meeting, Awards & The Big Reveal! ...................................................................................... CAROLINA BALLROOM

Looking Back, Looking Forward, Dr. Katrina Spigner, Re-Source Solutions

10:30 –10:45 p.m. | BREAK

10:45 a.m. –12 p.m. | Concurrent Tactical Sessions Using Partnerships to Build a Healthier SC ................................................................CAROLINA GHHannah Walters, Project Manager, Let’s Go SC, Eat Smart, Move More SCPam Spivey, Lead Coach, Let’s Go SC Kershaw County, Eat Smart Move More SC

Becoming Better Change Agents: Planning for Success ....................................................... CAPITAL IAlyssondra Campaigne, Principal, Engage Strategies, LLCBryan Boroughs, Partner, Engage Strategies, LLC

Major Gift Fundraising for Small Shops ........................................................................ CAPITAL IVJay Love, Co-founder and CEO, Bloomerang

Finding Your Organization “Why” .......................................................................... CAROLINA DEMaureen Carlson, Chief Strategy Officer, Catalist

Happily Ever After the Strategic Plan: We’re Married to it. Now What? ................................ PALMETTO IMerridith Crowe, Chief Operating Officer, Trident United Way

Are You Ready to Journey to Excellence? .................................................................... PALMETTO IISharon Thomas, Member Services Manager, SCANPO Derek Lewis, Executive Director, Greenville First Steps

Communication Matters: Driving Your Social Change ........................................................ CAPITAL IIILangley Shealy, Communications Director, Sisters of Charity Foundation of South Carolina

Your Voice Matters ............................................................................................ CAROLINA ABCSally Ehrenfried , Manager, Philanthropy & Volunteer Engagement , Blackbaud

12 – 2 p.m. | Buffet Lunch in the Nonprofit Marketplace

2 – 4 p.m. | Concurrent WorkshopsThe “I” Factor – Evaluating for Impact ............................................................................CAROLINA EForrest Alton, President, 1000 Feathers, LLCKelli Kenison, Clinical Assistant Professor and MPH Program Director, USC Arnold School of Public HealthErika Kirby, Senior Research Analyst / Grants Manager, BlueCross BlueShield of SC Foundation

Facing Poverty in SC: A Simulation That Will Leave You Breathless and Empowered ..................... CAPITAL IVMelissa Watson, Director of Programs & Operations, SC ThriveKristine Henry, Training Manager, SC Thrive

Healthier Fundraising: Working Together as a Nonprofit Leadership Team .....................PALMETTO BALLROOMMarc Pitman, Leadership Coach and Fundraising Trainer, Concord Leadership Group

Advancing Your Mission Through Public Policy ................................................................ CAROLINA DClaudia Herrold, Senior Vice President, Philanthropy OhioJohn Mullaney, Executive Director, The Nord Family Foundation

2 – 4 p.m. | Site Visits .................................................................. LOBBY (MAIN STREET ENTRANCE)

Celia Saxon Community | Transitions / Free Medical Clinic | Homeless No More

For full program, speaker and special gatherings information, visit summit.scanpo.org5

DAY TWO | TUESDAY, MARCH 7 (CONT'D.)4 – 4:15 p.m. | BREAK

4:15 – 5:30 p.m. | Birds of a Feather Gatherings & Power of Belonging

5:30 – 8 p.m. | 20 - Year Anniversary Party ....................................COLUMBIA MUSEUM OF ART

DAY THREE | WEDNESDAY, MARCH 87:30 –10 a.m. | Registration ................................................. PRIVATE LOUNGE (ACROSS FROM BAR)

7:30 – 9 a.m. | Breakfast Buffet ............................................................................ ATRIUM

8 – 9 a.m. | Morning Plenary ................................................................. CAROLINA BALLROOM

Corporate CEOs: How to Engage Them as Community Leaders?Harris DeLoach, Executive Chairman, Sonoco

9 – 9:15 p.m. | BREAK

9:15 –10:15 a.m. | Concurrent Tactical Sessions Aligning Your Mission With Global Goals .......................................................................CAPITAL IIEarl Bridges, Founder, Good Done Great & 4Good

Rethinking Charity Programs to Become Profitable ......................................................... PALMETTO IJonathan Shanin, Founder & Executive Director, AidJoy

Leading With the Lens of Inclusion ............................................................................... CAPITAL INika White, President & CEO, Nika White Consulting

Leadership Outside of the Box: Finding Sustainability in Creativity ...................................... CAPITAL IIIJim Powell, Director of Development, Homeworks of America Inc.Meredith Walker, Youth and Volunteer Development Coordinator, Home Works of America Inc.

Investment Policy and Decision-Making for Nonprofits ...................................................CAROLINA FMario Nardone, President, East Bay Financial Services

Corporate Partnerships Launchpad .............................................................................. CAPITAL IVBrittany Hill, Chief Innovation Officer, Catalist

Complementing Your Strategic Communications Plan With a Mobile Friendly Website ...........CAROLINA GHAmanda Loveday, Sr. Project Manager, NP StrategyJean-Cecil Frick, Chief Executive Officer, Beam and Hinge

The Will to Govern Well: Knowledge, Trust and Nimbleness ......................................... CAROLINA ABCAlan Davis, President, Alan B. Davis Consulting LLCErin Pate, Lead Partner, Erin Hardwick Pate & Associates

From Linear to Matrix: A Process for Optimal Organization ............................................. PALMETTO IIStig Rasmussen, Grants and Contracts Finance Specialist, South Carolina Campaign to Prevent Teen Pregnancy

Corporate Citizens Making a Difference in SC ............................................................. CAROLINA DERhett Mabry, President, The Duke Endowment June Bradham, President & Founder, Corporate DevelopMINT and panelistsJimmy Addison, Executive Vice President and Chief Financial Officer, SCANA Corporation Rachel Hutchisson, Corporate Citizenship & Philanthropy, Blackbaud Inc. Elizabeth Nkuo Johnson, Director of Community Relations, BlueCross BlueShield of South Carolina

For full program, speaker and special gatherings information, visit summit.scanpo.org 6

DAY THREE | WEDNESDAY, MARCH 8 (CONT'D.)10:15 –10:30 a.m. | BREAK

10:30 –11:30 a.m. | Concurrent Tactical Sessions Are You Ready for the First Significant Change in Nonprofit Financial Reporting in 20 Years? — Implementing New FASB ASU 2016 –14 ....................................................................... PALMETTO IErik Glaser, Partner, Glaser & Company

Avoid Strategic Fail: Craft a Powerful Plan That Doesn’t Stay on the Shelf .......................... CAROLINA DEPatrick Jinks, President, The Jinks Perspective

P.L.A.C.E.: Preparing Future Philanthropists .................................................................... CAPITAL ITamara Burk, Director, P.L.A.C.E. Fellows ProgramEmily Block, Erica Cooper, Ashley Robinson, Mary Stuart Tinkler, Kristin Wilson, P.L.A.C.E. Fellows

Bored at Board Retreats? Try These 3 Things! ..................................................................CAPITAL IIChrissa Waite, Co-founder and Professional Facilitator, issaFacilitationMelissa Ladd, Co-founder and Professional Facilitator, issaFacilitation

Maximizing Partnerships for Sustainability ................................................................... CAPITAL IIIRadia Heyward, Community Engagement Program Manager, Charleston Promise NeighborhoodKatie McCabe, Director of Expanded Learning Initiatives, Charleston Promise NeighborhoodVicky Ingalls, Director of Programs, Charleston Promise Neighborhood

Building Capacity for Community Integrated Health ..................................................... CAROLINA BCMJ Pierce, Tecnnical Advisor, Chronic Disease Prevention Programs, YMCA of the USAAmanda Metzger, Director of Community Health, SC Alliance of YMCAs

Business Networking for Introverts ........................................................................... PALMETTO IIBrad Majors, Vice President of Marketing & Development, Goodwill Industries of Upstate / Midlands SC

Love, Protest and Peace – Nonprofit Responses to Issues of Race in America .......................... CAPITAL IVKimberly Cross, Founder, The Reach 150 FoundationGwendolyn Diggs, Educational Consultant & Facilitator, National Institute of School LeadersKit Cummings, Founder and President, Power of Peace ProjectAntonio Boyd, President and CEO, Think Tank Consulting Group, LLC

Finding Focus Through Collaborative Drawing ..............................................................CAROLINA FSusan Lyon, Learning Engagement Manager, Richland LibraryThomas Lide, Learning Engagement Librarian, Richland Library

Not Another Disaster! ........................................................................................ CAROLINA ABCCarson Carroll, Director of the South Carolina Service Commission, United Way Association of SCRichard LaPratt, Vice President of Contact Services, United Way Association of SCNatasha Jenkins, Director of Strategic Communications & Member Services, United Way Association of SC

11:45 a.m. –12:45 p.m. | Closing Plenary & 2018 Hand Off ............. CAROLINA BALLROOM

Tackling Generational TransitionsBertice Berry, Sociologist, Author and Educator

SEE YOU IN

HILT ON HEAD

2018 NONPROF I T SUMMIT

MARCH 5 – 7, 2018 · The Westin Hilton Head Island Resort & Spa

For full program, speaker and special gatherings information, visit summit.scanpo.org7

HOTEL MAP | MARRIOTT COLUMBIA

HEALTHIER TOGETHERHealthy Meeting

The 2017 SC Nonprofit Summit Committee is committed to creating a healthy meeting environment for our guests. We have adopted the healthy meeting guidelines developed by the National Alliance for Nutrition and Activity (NANA) and will adhere to them throughout the duration of this year’s event.

Healthy meeting guidelines:

• offering water and other no-calorie beverages• serving nutritious meals and snacks• providing physical activity breaks for meetings lasting longer than one hour• considering sustainability whenever possible, and • ensuring meetings are held in smoke-free facilities• To download the NANA’s Healthy Meeting Toolkit for your next event,

visit summit.scanpo.org.