2019 Annual Conference – Agenda


(Agenda updated on 09/27/2019)

Wednesday, November 6, 2019

Pre-Conference Sessions 10:00 AM – 12:00 PM

  • Vendor Training & Demonstrations
  • Foundant Technologies: Stop by to learn the ins and outs of Foundant’s CommunitySuite software platform designed just for community foundations.  From fund accounting to donor management to grants management, each member of your team will become more efficient and maintain better data. Location: Stratford Boardroom
  • Education Funders Affinity Group Meeting:  Foundations, corporations, and private philanthropists who fund education at all levels are encouraged to attend the next meeting of the Education Affinity Group prior to the 2019 Annual Conference. Location: Alexander Parker Boardroom
  • The program will include:
    • Presentation on the WV Graduate Profile Project by Dr. Jim Denova of the Benedum Foundation and Amelia Courts of the WV Education Alliance.
    • National Funder Engagement strategy session 
    • (Please contact Kate to register at operationsassistant@philanthropywv.org)
  • New Member Orientation Session: Are you a new Philanthropy WV member or new to your role at a Philanthropy WV member organization?  Please join Philanthropy WV’s board and staff leadership for a briefing on membership, programs, and growing services over a continental breakfast. Please contact Hilaria at hilaria@philanthropywv.org to register for this special session. Location: Monroe Boardroom

10:00 AM ~ Registration Opens
Beverage and nourishment hub will be available for early arrivers.

12:15 PM – 1:45 PM ~ Luncheon Keynote Plenary
Speaker: Diana Bucco, President of The Buhl Foundation
Adaptive Philanthropy – Adjusting and Changing while Maintaining  Donor Intent
Location: Charleston Ballroom

2:00 PM – 4:00 PM ~ 2 Hour Skill-Building Seminar Sessions

  • Legal SessionEvolving World of Legal Issues for Foundations: What Board, Staff, & Advisors Should Know! With guest speaker John Tyler, General Counsel, Secretary, & Chief Ethics Officer of the Ewing Marion Kauffman Foundation.  John will help you navigate the Evolving World of Legal Issues for Foundations!  He will focus on 4 core areas: Economic Development, Data Usage and Privacy, Donor Advised Funds, and Impact Investing. Location: Monroe Boardroom.  Generously sponsored by United Bank
  • Small, but MIGHTY ~ Strategies any size foundation can use to address Substance Use Disorder (SUD) Guest speaker Becky Mathis-Stump of Ethos Leadership Group will discuss how best practices in strategy development, collaboration, risk-taking, and saying “yes” to the best activities enable foundations of any size to make a big impact in the opioid use disorder crisis in our region. Location: Stratford Boardroom. Generously sponsored by Sisters Health Foundation
  • Wonderful Adventure: Lessons on Impact Investing ~ Foundations engaged in community economic development is accelerating in multiple ways in the Appalachian Region.  Join leaders from community and family foundations who are using their assets (grantmaking and endowments) to increase economic development in their communities through impact investing.  Graystone Consulting, an expert in the field, will provide helpful information for you to take back and use in your organization. Location: Alexander Parker Boardroom. Generously sponsored by Graystone Consulting
    • The first half of the session will feature Kelly CastleberrySenior Vice President – Wealth Management and Family Wealth AdvisorGraystone Consulting
      • Mission Align 360° is the process by which an organization, such as a foundation, examines itself from every vantage point to assess its human, financial and philanthropic capital and how such capital is allocated to accomplish its mission.  Each organization is unique and will have its distinct Mission Align 360° journey that will help solve some of the biggest challenges of our times, advance the sustainable and impact investing industry and maximize capital for mission alignment and positive impact.  Kelly will discuss an actionable step-by-step roadmap that organizations at any stage and size can implement to align their investments, alongside human capital, with their mission.
    • The second half of the session will host a panel consisting of two foundation leaders discussing how they became involved in impact investing as well as hear from two critical partners in this work.  The panelists include:
      • Tres Ross, Executive Director with The Ross Foundation
      • Michael Whalton Executive Director with the Eastern WV Community Foundation
      • Marten Jenkins, President & CEO with Natural Capital Investment Fund

4:00 PM – 5:00 PM ~ Break for Hotel check-in
Network with your peers and be sure to visit with our VENDORS!

5:00 PM – 6:00 PM ~ Reception & 2019 Annual Members Meeting
Join us as we kick off the 2019 Annual Conference with a reception in the Patio Tent at the Blennerhassett Hotel, followed by our 2019 Annual Members Meeting
Generously Sponsored by the Parkersburg Area Community Foundation & Regional Affiliate

6:00 PM – 7:30 PM ~ Dinner & Conversation with a Philanthropist(s)
Join us as we welcome special guests Dr. Usha Vasan, Dr. Wayne Dunn and Ms. Kay Dunn for a conversation moderated by Judy Sjostedt.
Location: Charleston Ballroom

8:00 PM ~ Adjourn for the evening

Thursday, November 7, 2019

8:00 AM ~ Registration Opens & Breakfast Begins

8:30 AM – 9:45 AM ~ Morning Keynote
Speaker: Kathleen Enright, President & CEO of the Council on Foundations
Uniting with our Common Values
Location: Charleston Ballroom

10:00 AM – 11:15 AM ~ Morning Breakout Sessions I

  • Session A. Board Member & Trustee Track: Succession Planning & Generational Transitions.  Is your foundation, corporate giving, giving circle, or United Way looking to diversify your board to prepare for generational transitions?  If so, join the board members of several foundations, United Ways, and corporations sharing how their grantmaking boards, committees, etc. have prepared for succession planning and ensuring generational diversity of all ages at the board table. Panelists will share their experiences and lessons learned to help others be successful.  Location: Alexander Parker Ballroom. The Panelists include:
    • Amber Davis, Board Member of Sisters Health Foundation 
    • George Montgomery, II, Member of African American Philanthropy in Action Giving Circle
    • Brett White, Executive Director of the United Way of Marian and Taylor Counties
  • Session B. CEOs & Executive Directors Track: A deeper dive with Keynote, Diana Bucco, on leading and building strong Placed Based Partnerships. Location: Stratford Boardroom. Generously Sponsored by Wesbanco
  • Session C. Program Officers & Grant Managers Track: Implementing Equitable Practices with guest speaker  Melissa Sines, Programs & Knowledge Director of PEAK Grantmaking. Forget best practices.  Well, at least set them aside for now.  We suspect many of those practices support the status quo.  If we were to design the grantmaking process to contribute to a more just and equitable world, what would that look like?  Join us in this session as we get specific about the types of grantmaking practices that support – or hinder – equity.  We’ll work through a design-thinking exercise to help us lead change inside our own organizations. Location: Monroe Boardroom.  Generously Sponsored by the Pallottine Foundation of Huntington and the Pallottine Foundation of Buckhannon

11:15 AM ~ Break
Network with your peers and be sure to visit with our VENDORS!

11:30 AM – 12:30 PM ~ Morning Breakout Sessions II

  • Session 1. Funding Capacity Building Collaboratively: A Case Study of the Nonprofit LEAD Program with guest speaker Amy Elliott, Program Director of Nonprofits LEAD
    While “collaboration” and “capacity building” are popular concepts among some parts of the philanthropic landscape, very few communities have been able to combine the two effectively.  The Mid-Ohio Valley (Wood County, WV and Washington County, OH) is the exception to this rule with the Nonprofit LEAD program.  This presentation outlines the history and model of the 10-year-old program, as well as lessons learned along the way.  There will be time and space for questions. Location: Monroe Boardroom. Generously Sponsored by the United Way Alliance of the Mid-Ohio Valley
  • Session 2. Grantees’ Perspective – Successes & Challenges of Working with Funders
    Join three nonprofit leaders as they share what’s working and not working with foundations’ practices and ways to improve relationships during this interactive panel session. Location: Stratford Boardroom. Generously sponsored by BB&T CRA
    The panelists include:

    • Ellen AllenExecutive Director of WV Covenant House
    • Sarah BartonSenior Projects Manager of Coplin Health Systems
    • Senta Goudy Executive Director of Civic Engagement & Innovation with WVU Parkersburg
  • Session 3. Maximizing Partnerships through Policy & Government Advocacy: Engaging partners in the public sector can enhance the impact of your grantmaking.  Nonprofit, funder, private, & public sector feedback.  What works well and what’s not working well. Location: Alexander Parker Boardroom. The panelists include:
    • Dr. Michelle Foster – President & CEO of The Greater Kanawha Valley Foundation
    • Aaron Sporck, Director of Economic Development with the Office of Senator Shelley Moore Capito
    • Jennifer Wells, MSW – Executive Director of WV Healthy Kids & Families Coalition
    • Stacy DeCicco, Executive Director of the United Way Alliance of the Mid-Ohio Valley 

12:30 PM ~ Break
Network with your peers and be sure to visit with our VENDORS!

12:45 PM – 1:45 PM ~ Closing Luncheon & Keynote
Speaker: Dr. Michelle Foster, President & CEO of The Greater Kanawha Valley Foundation
Championing Diversity & Inclusion in Grantmaking, Boards, Committees, and Communities
Generously co-sponsored by Highmark Blue Cross Blue Shield and First Energy Foundation

Location: Charleston Ballroom

1:45 PM – 3:00 PM ~ WV Spirit of Philanthropy Awards Ceremony
Generously sponsored by Encova

Location: Charleston Ballroom