Wednesday, September 25

12:30 p.m.
Registration opens

Stop by the registration desk and pick up your name badge, program and other conference materials.

1 - 4:30 p.m.
Groundwater Racial Equity Training *additional cost*

Hear an intensive presentation on historical, institutional and systemic racism challenging deeply-held assumptions and revealing – with sobering clarity – the devastating impacts of persistent racial inequality on our nation’s most marginalized populations.

Presenter: Racial Equity Institute of Greensboro, NC
Sponsor: Greater Cincinnati Foundation

2 - 4:30 p.m.
Philanthropy In Action Tours & Site Visits
Buses will begin loading at 1:45 pm for a 2:00 pm departure from the Westin 

Collective Impact Approach to Housing  (Tour is Full)

Explore Cincinnati’s historic urban core neighborhood, Over-the-Rhine, to see how funding and thoughtful engagement with its residents and advocates can inform equitable development investment. Learn how community leaders, developers, funders, residents and city officials collaborated to develop high-quality affordable housing in a rapidly changing neighborhood.

Presenters: Harold Brown, Greater Cincinnati Foundation; Anne Delano Steinert, Founding Board Chair, Over-the-Rhine Museum; Adam Gelter, 3CDC; Ioanna Paraskevopoulos & Margy Waller, Action Tank; Mary Burke Rivers, Over-the Rhine Community Housing; Maurice Wagoner, Over-the-Rhine Community Council

Redrawing the Intersection of Health, Student ACES and Education

Experience the synergy of a health collaborative, its outcomes and learnings. See how school-based health centers integrate public health prevention in schools, creatively solve problems and help reduce the social, emotional and physical health challenges students often experience, including adverse childhood experiences (ACES), homelessness, teen pregnancy, hunger, school violence and chronic or traumatic stress.

Presenters: Katie Harmon & Lisa Votaw, Aiken High School; Susan Shelton, MindPeace; Francie Wolgin, Interact for Health

Behind the Scenes at the CityLink Center

Tour Cincinnati’s innovative CityLink Center, an 80,000-square-foot centralized social service access point in the city’s West End. Through philanthropic and community investment and the dedication of civic and nonprofit leaders, CityLink has evolved from providing a select set of services to being a critical collaboration point for over a dozen organizations offering employment assistance, job-readiness and skills training, financial services, clinical counseling, transportation, on-site child care and more.

Presenters: Anthony Berin, Social OTR & Findlay Culinary; Joel Bokelman, Changing Gears; Jay Dierig, PerScholas Cincinnati; Johnmark Oudersluys & Dani Watkins, CityLink Center; Sid Taylor, CEO Cincinnati

6 - 8 p.m.
Signs of the Times Welcome Celebration - American Sign Museum

Walk through 20,000 square feet of vintage signs at the largest sign museum in the country and see how signage technology and design has evolved over 100 years. Mingle with colleagues in this fun space featuring all kinds of signs, including early pre-electric signs, electric neon signs and modern plastic-faced signs.

Sponsor: The Carol Ann and Ralph V. Haile, Jr./U.S. Bank Foundation

Thursday, September 26

7:30 a.m.
Registration opens

Stop by the registration desk and pick up your name badge, program and other conference materials.

8 - 9:30 a.m.
Opening Plenary Breakfast and Awards 

Trust-Based Philanthropy

Envision a world where funders authentically partner with grantees to advance mission-driven work and prioritize communication and shared learning over top-down accountability. Learn how trust-based philanthropy seeks to build a thriving, equitable nonprofit sector by lifting barriers that prevent organizations from focusing their time and talents on the work that matters.

Presenter: Pia Infante, The Whitman Institute
Sponsor: KeyBank 

9:45 - 10:45 a.m.
Breakout Sessions

Engaging Employees as a Business and Community Imperative

Learn how JPMorgan Chase and Nationwide Insurance have crafted employee engagement strategies that transcend traditional volunteer and philanthropic efforts. By aligning organizational community investments, employee resource groups, skills-based volunteerism and market-area investments and activities, the organizations are supporting healthy and thriving workforces inside and outside their walls.

Presenters: Alex Derkson, JPMorgan Chase; Kristen Rost, Nationwide
Moderator: Laura Smith, Philanthropy Ohio

Navigating the Responsible Investing Landscape

Explore responsible investing and its tremendous growth as the desire to align investments with values is on the rise. Hear how funders can navigate and balance reputation, fiduciary responsibilities, conscience and the bottom line in order to make informed investment decisions. Learn about trends, frameworks and the benefits of responsible investing strategies.

Presenter: John Evans, Clearstead Advisors, LLC

United Communities to Change Lives

Explore Philanthropy Cloud, a framework to manage the lifecycle of an investment initiative and a digital platform to amplify content and communicate impact. Learn how digital platforms are important to engage current and new donors in impact. Gain insight on managing initiatives, post investment, both operationally and digitally.

Presenter: Charles Wright, United Way of Greater Cincinnati

Killer Myths and Bad Best Practices

Break the vicious cycle of underfunding and underinvestment by shattering the myths and misunderstandings that result in weaker nonprofit partners, a reliance on sweat equity and fewer people served. Learn how to build cultures of sustainability and impact within your organization and your grantees.

Presenter: David Greco, Social Sector Partners

Civic Engagement and the Power of Public Deliberation

Explore how funders and their grantees can engage citizens in dialogue to solve issues in their communities. Using the topic of immigration and the issue advisory Coming to America: Who Should We Welcome, What Should We Do? as a frame, attendees will learn and experience how public deliberation can be used to educate, learn from and engage citizens of all ages, bringing those closest to the problem into the solution. Consider how insights revealed in these forums can help inform strategic grantmaking to make communities a better place to live and work.

Presenters: John Dedrick, Charles F. Kettering Foundation; William Muse, National Issues Forums Institute

11 a.m. - Noon
Breakout Sessions

Philanthropy + People = Revenue

Explore a radical new perspective on the impact of philanthropy, job-skills training and a people-first mentality. Learn how to turn a philanthropy mindset into a DNA-changing corporate model that has helped a business and the local community thrive through a strategic partnership that benefits everyone. Hear examples of impact, including workforce development, hiring local and previously untapped labor and partnering with community-based organizations for training and wrap-around services.

Presenters: Hayley Studer, Credit Adjustments, Inc.

Understanding and Engaging Donors of Color

Gain insights from local and national research exploring the role of philanthropy in black communities, including the benefits of wealth and community preservation through philanthropy. Learn about donors-of-color perspectives, recommendations for purposeful connection and engagement and the launch of a new national network of high-net-worth donors of color. 

Presenters: Terri Eason, Cleveland Foundation; Robert Killins, Greater Cincinnati Foundation; Hali Lee, Donors of Color Network
Moderator: Deborah Aubert Thomas, Philanthropy Ohio

Evaluation and Intentional Learning in Philanthropy

Explore ways to operationalize learning by including evaluative and intentional activities into organizational processes. Learn how to ask and answer questions to inform decision making and talk about quantitative and qualitative data that can create a practice of discussion that leads to action and develops your capacity as a learning organization.

Presenters: Kathleen Lis Dean, Ph.D., Saint Luke’s Foundation; Christine Baker Mitton, Ph.D., Sisters of Charity Foundation of Cleveland

The Closers - Planning for the End

Some initiatives aren’t meant to last forever. Sometimes it’s necessary to exit projects that are working. How can philanthropic leaders wind down programs with thoughtfulness and care? This session will relay learnings from our experience sunsetting People’s Liberty, a five-year philanthropic experiment, along with best practices learned from national peers.

Presenters: Eric Avner, Jake Hodesh & Megan Trischler, People’s Liberty

Noon - 2 p.m.
Lunch, Annual Meeting and Equity Plenary

Equity in the Center

Be inspired to shift mindsets, practices and systems to advance race equity internally while centering it in your work externally. Hear how to focus on proactive counteraction of social inequities and highlights of best practices from Awake to Woke to Work: Building a Race Equity Culture. Explore a Race Equity Cycle: the journey of change where organizations can become more committed, knowledgeable and skilled in analyzing race, racism and race equity and in placing these issues at the forefront of organizational and operational strategy.

Presenter: Andrew Plumley, Equity in the Center
Sponsor: Greater Cincinnati Foundation

2:30 - 3:30 p.m.
Breakout Sessions

Operationalizing Equity Panel

Be inspired by funders across Ohio as you learn about their efforts to operationalize equity in organizational culture and external strategy. 

Moderator: Andrew Plumley, Equity in the Center
Panelists: Dora Anim, Greater Cincinnati Foundation; Deanna Bass, Procter & Gamble; Clare Blankemeyer, The Mayerson Foundation; Amy Dell, The Licking County Foundation; Jennifer Ingram, United Way of Greater Cincinnati

Building a Toolkit for Advocacy

Explore the role of philanthropy, marketing and branding to educate the community and policymakers to drive effective policy change. Learn how to break through the clutter to reach target audiences with accurate information and build support for public policy efforts. Hear how developing a voice and visual identity brought a Tobacco 21 campaign to life with a bold and innovative approach.

Presenters: Jay Becker & Zach Evans, BLDG; Megan Folkerth, Interact for Health

Mission and Measurement

Learn about strategies and approaches to impact measurement, measuring effectiveness and efficiencies of your programs and ensuring alignment to your mission. Review industry and donor trends and discuss challenges and opportunities while gaining perspective on process and approach.

Presenter: Dianne Bailey, Bank of America Private Bank

The Changing Nature of Fundraising Campaigns

Examine the changing nature of fundraising campaigns, how younger generations are impacting them and what you can do to be successful. Learn how to engage the next generation of donors and potential campaign volunteers and start developing tools to positively affect your organization’s fundraising.  

Presenters: Emily Croak & Kate Smith, Aly Sterling Philanthropy

3:45 - 5 p.m.
Breakout Sessions 

Building Better Business Stories 

Learn about the one thing that truly separates many brands and companies today: STORY. It’s no longer just what people buy, it’s what they buy into. When it comes to connecting, teaching, influencing and inspiring others, a story will make whatever you say more impactful. Explore the StoryMythos framework and learn how the movies can help you answer many organizational challenges and craft a story to help you stand out in a crowded marketplace.

Presenter: Shane Meeker, StoryMythos 

Why Today’s Tactics Won’t Work for Tomorrow’s Donors

Explore 2019 giving data and emerging trends to cultivate young and diverse donors. Learn how to adapt to trends of shifting donor loyalty, a need for deeper connection to foundations and the use of multi-channel communications methods. Engage in an interactive conversation using real world examples of tactics to bring in new donors.

Presenters: J.D. Beiting, Benefactor Group; Dan Sharpe, The Columbus Foundation

From Fake Budgets to Better Due Diligence

Rethink ways to assess the financial health and needs of the nonprofits you support. Hear how requesting the wrong kinds of information can restrict and limit the success of organizations you seek to support. Leave the session with specific strategies and practical ideas for streamlining changes in your own organization. No financial expertise is required for this session.

Presenters: Carol Cantwell, Fun with Financials, LLC; Stephen JohnsonGrove, Ohio Transformation Fund; Kate Ingersoll, Brush Foundation; Judy Wright, Ohio Transformation Fund

Engaging Boards  in Strategic Thinking

Explore a toolkit developed by FSG and GEO to engage board members in conversations about the importance of strategic learning in their decision-making and deliberation processes. Learn why solving social problems requires an understanding of systems change and complexity and that learning along the way is critical to creating impact. Consider how addressing issues of inequality and inequity in social, economic and health outcomes is multidimensional and relational, requires multiple voices and needs varied approaches.

Presenter: Hallie Preskill, FSG

5 - 6 p.m
Cocktail Reception

Join us in the Fountain Room for a cocktail reception.

Sponsor: Donors of Color Network

6 - 9 p.m.
Evening Dine Arounds

Stop by the registration desk during the day to sign up for tonight’s dine arounds. 

Friday, September 27

7:30 a.m.
Registration opens

Stop by the registration desk and pick up your name badge, program and other conference materials.

8 - 9:15 a.m.
Breakfast Plenary 

New and Rising Leaders in Philanthropy

Hear from new and rising leaders about their professional journeys to develop strong, authentic leadership knowledge; to be conscious and intentional about leading; and to build the competencies and practices to best position them to lead and support the success of their philanthropic organizations.

Moderator: Anthony Richardson, Nord Family Foundation
Panelists: Rachel Goodspeed, formerly of Vectren, A CenterPoint Energy Company; Adrienne Mundorf, Sisters of Charity Foundation of Cleveland; Jesse Stock, Athens County Foundation
Sponsor: The George Gund Foundation

9:30 - 10:30 a.m.
Breakout Sessions

The ABCs of ESGs

There’s no question that a commitment to environmental, social and governance (ESGs) goals is becoming an essential element of an organization’s social responsibility platform. What does that look like and how do these goals integrate with the organization’s broader community-facing commitments? Join this session to dissect the power and purpose of ESG goals and how to ensure that sustainability is a part of your larger community impact strategy.

Presenters: Scott Hassell, Fifth Third Bank; Ryan Mooney-Bullock, executive director, Green Umbrella; Sunny Reelhorn Parr, The Kroger Co.

Flipping the Script on Downtown Planning

Hear how a community foundation’s bold decision to empower a new generation of civic leaders to guide investments in their downtown led to a radically transparent process. Examine how it resulted in partnership commitments among media, the chamber of commerce, philanthropy and ordinary citizens, with strategic advice from subject matter experts, and a plan that gained approval from the city, county and local institutions. 

Presenters: Jay Allred, Richland Source; Alison Goebel, Greater Ohio Policy Center; Jotika Shetty, Richland County Regional Planning Commission; Allie Watson, Richland County Foundation

Allyship Workshop (Part 1, workshop runs 9:30 a.m. - 12 p.m.)

Become equipped and empowered as an effective ally using tools to support and center marginalized individuals and communities. Deepen your knowledge and self-work around injustice and learn engaging techniques to communicate with others. Leave empowered for the ongoing journey of an allyship lifestyle.

Presenter: Whitney Parnell, Service Never Sleeps

Capturing Learning and Communicating Impact

Learn about one organization’s journey to answer “What do we have to show for our years of work and investments?” and the resulting impact statement. Then, answering questions for your organization, learn how to formulate your own impact statement. Engage in dynamic conversation and share your successes, challenges and questions about capturing outcomes and measuring impact.

Presenters: Jill Miller & Jennifer Zimmerman, bi3

Funders' Responses to the Opioid Epidemic in Ohio

The drug addiction crisis knows no bounds and has disrupted our communities for more than a decade. Hear how funders are learning from projects, grants and collaborative work that have been put into action. Break down what it means to be effective in addressing the crisis and explore additional roles for philanthropy.

Presenters: Susan Beaudry, Osteopathic Heritage Foundations; Jessie Cannon, Cardinal Health Foundation; Anthony Richardson, Nord Family Foundation, Kristen Rost, Nationwide
Moderator: Vincent Coleman, Philanthropy Ohio

11 a.m. - Noon
Breakout Sessions

Developing a Pragmatic Approach to Return on Investment

Today’s changing business dynamics, mergers and acquisitions and leadership changes can present challenges to any defined corporate giving strategy. Learn how you can build a resilient corporate giving strategy and evaluation framework that will inform your investments today and reaffirm your corporate identity in times of transition.     

Presenter: Rachel Goodspeed, formerly of Vectren, A CenterPoint Energy Company

Opportunity Zones and Social Impact Investing

Gain a working knowledge of Opportunity Zones, a new, tax-efficient way to address different objectives to investment strategies. Explore how total return and solving societal problems are working hand in hand through social impact investing. Discuss an investor’s and a donor’s role in community development.

Moderator: Christopher “Biff” Baker, Winfield Associates, Inc.
Presenters: Alex Derkson, JPMorgan Chase; David D. Ebersole, McDonald Hopkins; Peter Truog, The Opportunity Exchange

Allyship Workshop (Part 2, workshop runs 9:30 a.m. - 12 p.m.)

A continuation of Part 1, diving into the tools to support and center marginalized individuals and communities. Expand your knowledge and self-work around injustice, and learn engaging techniques to communicate with others. Leave empowered for the ongoing journey of an allyship lifestyle.

Presenter: Whitney Parnell, Service Never Sleeps

A Model for Community-Engaged Grantmaking

Explore a framework for community-engaged grantmaking and hear lessons learned and multiple perspectives about the funding and evaluation structure, tools and coaching used to guide grantees through the community engagement process. Consider tools to build core competencies, confidence and a process for engagement that produces results at the local level.

Presenters: Mary Francis & Emily Gresham Wherle, Interact for Health; Amy Macechko, Talawanda School District; Christine Mulvin, HealthPath Foundation of Ohio; Jennifer Zimmerman, bi3
Moderator: Ashlee Young, StrivePartnership

Lessons Learned from Policy and Advocacy

Break down what advocacy work really looks like and what’s permitted according to the law. Then hear from foundations about how and why they got involved in policy and spend time analyzing where an advocacy strategy could be beneficial in moving your strategic grantmaking priorities.

Presenters: Vincent Coleman, Philanthropy Ohio; Kelly Morman, Foundation for Appalachian Ohio; Tara Johnson-Noem, United Way of Greater Cincinnati; Holley Fowler Martens, The Char and Chuck Fowler Family Foundation

Noon - 1:30 p.m.
Lunch and Closing Plenary


Be inspired to return to your most daring dreams for impact and reclaim your full potential. Hear the updated version of one of the most popular talks in all of philanthropy. Strengthen your intellectual arsenal for your own advocacy and explore how this leading thinker’s ideas on our sector have grown and been fortified over the course of hundreds of visits to nonprofit gatherings around the world over the last five years. Discover why the Stanford Social Innovation Review said it “Deserves to become the nonprofit sector’s new manifesto.”

Presenter: Dan Pallotta, Activist, Humanitarian and Author
Sponsor: Fifth Third Foundation