This event is designed for Community Foundations, United Ways, hospital and university Foundations and more, to learn, connect and collaborate. We hope you will join us in both reflecting back on what the past year has taught us about our communities’ extraordinary resilience and in building the knowledge, skills, and connections to plan for a brighter future!
We will be continuing to add more detail to this agenda as we get closer to the event, so please check back.
1 p.m. – Registration opens
2:15 p.m. – Opening Keynote: Centering Trust Based Philanthropy after the Pandemic with Brenda Solorzano, President & CEO – Headwaters Health Foundation*. Brenda Solorzano will discuss her trust based philanthropy experience with a panel of local foundation leaders.
3:30 p.m. – Skill Building Sessions
- Skill Building Session A – Legal Session: “Donor Intent, Restricted Funds, and Best Practices for Creative Grantmaking in a Litigious World” with Zac Kester, JD of Charitable Allies (pending CLE approval)*
- Skill Building Session B – Estate Planning: Nurturing Productive Conversations with Existing and Prospective Legacy Donors, with Susan Turnbull, Personal Legacy Advisors* (Approved for CPE Credit)
5 p.m. – Break and Hotel check in
6 p.m. – Reception and Toasting the WV NIP Renewal
6:30 p.m. – Dinner & Evening Keynote: The Power of Partnerships – Fostering Successful Collaborations with Dr. Laurie Paarlberg, C.S. Mott Chair at the Lilly Family School of Philanthropy at Indiana University Purdue University – Indianapolis
8:15 a.m. – Breakfast & Briefing on Federal & State Policy Impacts for West Virginia: This breakfast session will be a briefing and discussion on key legislation impacting charitable giving, nonprofits, and foundations at the federal and state level. Some topics include:
– Universal Charitable Giving Deduction
– ARPA Federal Fund Deployment & Resources
– Workforce Development thru Post-Graduation Scholarships
8:45 a.m. – Morning Keynote: From Radical Change during a Global Crisis to Long-Term Rebuilding with Lisa Courtice, President & CEO United Way of Central Ohio*
9:45 a.m. – Break
10 a.m. – Breakout Sessions
- Session A: Dream Big, Be Bold – Community Leadership & Grantmaking with Bonnie Gettys, Barry Community Foundation (MI)
- Session B: The Changing Face of Legacy Societies and Donor Engagement presented by the WV Charitable Gift Planners Association. Featuring Michael Bell of the Davis Health System Foundation, Jeff Taylor of the United Methodist Foundation, moderator Brett White of the Tygart Valley United Way, and more. (Approved for CPE Credit)
11:00 a.m. – Break
11:15 a.m. – Breakout Sessions
- Session A: Diversity, Equity and Inclusion Practices from the Inside Out, with Dora Anim, Greater Cincinnati Community Foundation* and Dr. Michelle Foster of the Greater Kanawha Valley Foundation
- Session B: Leveraging the Power of United Ways & Community Foundations Partnerships in Community Leadership with Dr. Paarlberg. Join Dr. Paarlberg, community foundation, and united way leaders for a dialogue around leveraging the partnerships among community foundations and united ways to advance community leadership and collective impact.
12:30 p.m. – Lunch Keynote: The Four Principles of Purpose-Driven Board Leadership for Your Organization, with Jim Taylor, Vice President of Leadership Initiatives at BoardSource
1:30 p.m. – Break
1:45 p.m. – Breakout Sessions
- Session A: Advancing Small, but Mighty Community Development Impact Panel Discussion with Carrie Staton of the WV Brownfields Assistance Center, Dave Clark of the Woodlands Development Group, Amanda Workman of the WV Community Development Hub, and Margaret Stout of West Virginia University.
- Session B: Lessons Learned from 2020 and Updates on Accounting Hot Topics for the Future, Kelly Shafer, Suttle & Stalnaker CPAs (approved for CPE credit)
2:45 p.m. – Break
3 p.m. – Closing Keynote: Gayle C. Manchin, Federal Co-Chair of the Appalachian Regional Commission
4 p.m. – ACPI Concludes
* – speaker will be joining virtually