2018 Annual Conference – Agenda

(Be sure to check back for Agenda updates!  Last update on 10/24/2018)

Wednesday November 7, 2018

Pre-Conference Sessions

  • 9:00 AM to 11:30 AM: Foundant Technologies User Group:  You are invited to the Foundant Insider Scoop for a few hours of networking and learning.  Here you will receive a Foundant Company update and walk-through the most recent Grant Life-cycle Manager (GLM) release information.  We look forward to seeing you there!  This session being held in Mountain State Suite B will begin at 9:00 AM.  All attendees are welcome to attend, from current Foundant users to those that are interested in hearing more. RSVP by emailing krissi@philanthropywv.org
  • 10:30 AM to 12 Noon: 4th: Quarterly Education Funders Affinity Group MeetingEducation & the Arts including special panelists:  Dr. Jim Denova, Vice President of the Benedum Foundation,  Carmelle Nickens, Founder & Manager of Rural Arts Collaborative (RAC), Jeffrey Carpenter, Artistic Director & Founder with Bricolage Theater, Sue Sergi, President of the Glotfelty Foundation, and Walter Tucker, Music Director of Mary C. Snow Elementary School. The session will be located in the Kanawha River Suite.  RSVP by emailing: krissi@philanthropywv.org
  • 10:30 AM to 12:00 PM: Discovering Community Investment Opportunities with a panel of leaders discussing community investment opportunities for foundations leading/exploring impact investments and banks Community Reinvestment Act staff. Our panelists include:  Representatives from Senator Capito’s Office and Fred Williams, JD of Steptoe & Johnson discussing the New Opportunity Zones, Natural Capital Investment Fund discussing impact investments in partnership with foundations, and Jina Belcher of Strong Mountain Communities sharing their capital access for entrepreneur/small business development models.  RSVP by emailing: hilaria@philanthropywv.org
  • RCDI Communities Meeting to be held in Mountain State Suite A.  The meeting will begin at 10:30 AM and conclude at 12 Noon.

10:00 AM: Registration Opens
Drinks and snacks will be available for early arrivals.

12:00 PM – 1:00 PM: Luncheon Keynote Plenary
Speaker: Gladys Washington, Deputy Director with Mary Reynolds Babcock Foundation
Patience, Please: How Philanthropic perseverance can foster social change and equity in the South.
A Southern regional funder dedicated to social and economic justice, the Babcock Foundation understands sustainable transformation doesn’t happen overnight. Washington shares how the Foundation’s long-term view of change demands sustained, general operating support and an application of a racial equity lens to everything from grantmaking to staff culture.

1:00 PM: Break
Network with your peers and be sure to visit with our VENDORS!

1:30 PM – 2:30 PM: Entry Points – Philanthropy’s Response to the Opioid Crisis, Plenary Panel Discussion
Panelists: Janine Breyel, Director of the Substance use in Pregnancy Initiatives for the WV Perinatal Partnership; J. Matt Boggs, Executive Director with Recovery Point WV, and Dr. Robert “Bob” Hansen, Director of Addiction Services with Marshall University Joan C. Edwards School of Medicine and Marshall Health.
Moderator: Kim Barber Tieman, Program Director with the Benedum Foundation. This session will showcase programs and organizations from early childhood to adulthood who are working on tackling our state and nation’s opioid crisis. Our thanks to Kim Barber Tieman for planning this dynamic session. 

2:30 PM: Break
Freshen up before the Philanthropy in Action Tours, Network with your peers and visit with our VENDORS!

3:00 PM – 5:15 PM: Philanthropy in Action Tours of Charleston, WV
Join all conference attendees as we go out into the community to tour philanthropy in action with major transformations taking place in the region. There will be two separate visits, each will highlight the Economic Development work ongoing on Charleston’s West Side before heading on to the next stop.  Please pre-register for the tour you would like to attend.  

  • Tour A: Board the bus with your fellow attendees and travel to the MESH studio where you will hear from Liz Turner about the Makeshop work they are doing on the West Side and take a tour of the on going revitalization work in the area.  After that you will head to Recovery Point where you will have the opportunity to learn about the recovery services offered and to see first hand the life changing programs in action.
  • Tour B:  Boarding this bus will take to you West Side where you will hear from Tighe Bullock as he discusses the on going redevelopment work in the area.  Following the discussion you will board the bus again for the trip to the Mary C. Snow West Side Elementary School where you will learn about their efforts to keep kids in school, engage them extra curricular programs, and creating a safe space for not only the students but their families as well.   

 Partially sponsored by the Charleston Convention and Visitors Bureau

5:45 PM:  Reception and 2018 Members Meeting at the Culture Center
Join us as we kick off our 25th Anniversary Celebration with a reception was the Culture Center, followed by our 2018 Annual Members Meeting.  Generously sponsored by The Greater Kanawha Valley Foundation.

6:45 PM: 25 Years in Philanthropy Celebration Dinner
Philanthropy WV hosts all conference attendees, speakers, sponsors, and friends for a night of entertainment and networking. We will celebrate the impact of our state’s philanthropic community and welcome special guest  William “Pat” Getty, outgoing President of the Claude Worthington Benedum Foundation  as he speaks on the impact of our state’s philanthropic community over the past 25 years.  Generously sponsored by Dominion Energy.

8:00 PM: Return to the hotel


Thursday November 8, 2018

6:30 AM: Early Morning Movement
For the early birds, there will be

  • Yoga Session lead by Stephanie Hyre – Mind, Body, & Breath
  • Morning walking tour of downtown Charleston (weather permitting).

7:45 AM: Registration Opens

8:00 AM: Breakfast and networking.

8:00 AM – 8:30 AM: KVCOP meeting

8:40 AM:Morning Keynote
Speaker: Michelle Greanias, Executive Director with PEAK Grantmaking
With Grant Power Comes Great Responsibility
There is no Bat-signal for grantmakers, therefore they must pay close attention to what and who they fund. Do your grantmaking practices have a super-secret identity? Grantmaking practices reveal the values that inform and guide your view of the world and your aspirations for funded partners and partnerships.  Bad practices drain resources from the organizations and causes we intend to help and prevent us from measuring our impact effectively. Michelle Greanias will share ideas for revealing your inner superhero—with an origin story rooted in the values that matter most to you and new abilities to aid in the defeat of bad practices that prevent you from making a bigger difference in the world.

9:50 AM – 11:00 AM: Breakout Sessions I:

Session A: Best Practices for Fiduciaries – Aligning Your Investment Goals with Your Overall Mission.  Join Kelly Castleberry & Michael Hill of MS Graystone as they walk you through “Writing and maintaining investment policy statements in compliance with UPMIFA”, “Components of a fiduciary audit file”, and “Adopting a spending policy that works for your organization”.  Generously sponsored by MS Graystone

Session B: Red Flags on Nonprofit Financials – Join panelist Lawrence “Larry” Mangan,  CFO with Benedum Foundation, Michelle Greanias, Executive Director with PEAK Grantmaking, and Kiley Wagner, CPA, Manager with Arnett Carbis Toothman LLP as they focus on identifying red flags for foundations and corporate giving when reviewing grant applications and the applicants’ financials, annual audits, and form 990’s.  Many foundations and corporate giving programs do not have a CPA or finance person on board to analyze the finances of each grantee.  This session is beneficial to CEO’s, program staff, grant committee members, and board members.
Generously sponsored by BB&T CRA

Session C: Getting the Board on board with Innovation and New Strategies: Join panelists Conrad Cooper,  past Board Chair of the Beckley Area FoundationAdam SandersPresident of the Roy & Gwen Steeley Foundationand Christine Mitchell Chair of the Dominion Energy Foundation CIC as they share the structure of their board/grant making committee, recent changes or updates they have implemented to improve or change the decision making process,  and how to inform your grantees if you change your grantmaking focus or priorities. EXCELLENT session for any board member or CEO! 

Session D: Insurance Coverage for Directors and Officers, Presenter: Don Wilson, Co-Owner of Capital Insurance Group
Generously sponsored by Capital Insurance Group

11:00 AM: Break
Network with your peers and be sure to visit with our VENDORS!

11:15 AM – 12:15 PM Breakout Sessions II:

Community Foundations Session: Persistence of Community Philanthropy – Giving Circles, Donor Funds, & What’s Next, Presenters: Cynthia Barrett with the CC Dickinson Family Giving CircleErin Brewster, Julie Warden, and Renee Jones with the 100 Giving Circle, and Timothy Gibson with African American Philanthropy in Action. Community philanthropy is evolving with new programs and ways to encourage donors of all ages. This session will highlight ways community foundations can be partners to engage new donors and other areas that are coming up next. Generously sponsored by Highmark West Virginia

Private and Family Foundations Session: Power of Impact and Measurements.  How does a foundation or corporate giving program assess the success and evaluate the impact of their grants. Is it via qualitative or quantitative ways?  Join our panel of practitioners sharing what they are use and what you can apply in your grantmaking program scalable for your size foundation or corporation. Presenters: Dr. Michelle Foster, President of The Greater Kanawha Valley Foundation, and Mary PounderProgram Director with the Comer Family Foundation. Generously sponsored by Wesbanco

Corporate Foundations Session: Corporate Employee Engagement & Employee Giving. With an ever changing workforce, your company’s impact in your giving, employee engagement, and employee giving can take on different forms.  It’s about being connected and serving the community that builds up your company. Join our panel of leaders sharing strategies for volunteerism, employee engagement, giving, and more that engages all generations and responds to community needs.  Presenters:Yvonne Cook, President of the Highmark FoundationHeather Foster, Executive Director of Volunteer WV,  and moreGenerously sponsored by FirstEnergy Foundation

Legal Session: Ethical Practices: Avoid Conflicts of Interest, Due Diligence, and Navigating Risks in Grantmaking. As board members and staff, our foundations and corporate giving programs have to navigate many best practices ensuring ethical compliance.  Join  Elaine WilsonAssociate Dean for Academic Affairs and Professor of Law with West Virginia University College of Law as she presents on these matters along with audience Q&A.  Generously sponsored by the Maier Foundation

12:15 PM: Break
Network with your peers and be sure to visit with our VENDORS!

12:30 PM: Lunch and networking

12:45 PM: Luncheon Keynote
Speaker: Nick Deychakiwsky, Program Officer with the C. S. Mott Foundation
A Quarter Century of Grantmaking: What I’ve Learned
What is the secret sauce to grantmaking?  Nick Deychakiwsky will share some of the ingredients that he’s picked up over 25 years of working at 3 different foundations. Starting with the power of persistence and using real examples, he will explore some recent approaches and trends as well as time-honored “musts” in philanthropy.

1:45 PM: Break
Don’t miss out on seeing a look back and leading forward for Philanthropy WV’s past 25 years!

2:00 PM: 2018 Spirit of Philanthropy Awards Program
Join us for our annual Spirit of Philanthropy Awards as we celebrate a record number of honorees.

3:00 PM: Adjourn and Announcements