2020 Philanthropy WV Virtual Annual Conference
Transforming Rural through Equity & Community
Day #1: Monday, November 9th, 2020 – Center Stage Session
- 1:30 p.m. – Virtual Kick Off & Welcome Remarks
- 1:45 – OPENING KEYNOTE: Centering Trust-Based Philanthropy as we Respond & Rebuild with Phil Li, President & CEO of the Robert Sterling Clark Foundation 2020 has required philanthropy to partner in new ways, create new levels of trust, and simplify our practices to support, strengthen, and sustain our communities during the pandemic. Phil Li will share the work of his foundation and partners to advance the trust-based philanthropy model to create equity especially as we respond and rebuild.
- 2:30 – Rest, Re-Charge, & Re-Caffeinate Break
- 2:40 – DOWNLOAD & DISCUSS SESSION: Building Trust & Equity amidst COVID-19. Join your friends from across West Virginia, Appalachia, and the country for an interactive Live Reflection & Action Panel with dedicated time for you as attendees to participate in small group discussions as we bring this work and support to you, your organization, and community. Our panelists include Lindsay Ryder, Senior Membership Manager with the Neighborhood Funders Group, Danielle Vetter, Senior Program Officer, Rural Postsecondary Education and Workforce Training with Ascendium, Yvonne Cook, President of Highmark Foundation and more!
Generously Sponsored by Suttle & Stalnaker
- 3:45 – Philanthropy WV Navigation & Exciting Announcements
- 4:00 – Virtual Happy Hour and Entertainment
- 4:30 p.m. – Adjournment
Day #2: Tuesday, November 10th, 2020 – Investment & Legal Forum
- 1:30 p.m. – Managing Endowments, Investments, and Grantmaking During COVID and Beyond: Join leading investment and endowment management professionals as they discuss the forecasting, possibilities, and steps your foundation or investment managers can consider during these uncharted times to navigate your grantmaking. Our speakers for this session include Kelly Castleberry, Senior Vice President – Wealth Management and Family Wealth Advisor of Graystone Consulting, Michael Klick of Wesbanco, and Cary Greenspan of United Bank.
Generously Co-sponsored by Graystone Consulting, United Bank, and Wesbanco
- 2:35 – Rest, Re-Charge, & Re-Caffeinate Break
- 2:45 – DOWNLOAD & DISCUSS SESSION – Legal Professionals: Changes, Challenges, & Charting your Legal Issues Course: presented in partnership with the Council on Foundations. Join The Council on Foundation’s staff counsel Ben McDearmon, JD for this session that will explore the ways community foundations, private foundations and corporate funders can provide assistance to needy individuals in the wake of disasters – both natural and man-made – as well as to those suffering hardships from more personal circumstances. We will look at the IRS guidelines around disaster grantmaking and the framework applicable to public charities and private foundations. Ben will also discuss funds established to benefit employees of a particular company and the special rules that apply to such assistance.
- 4:00 – Adjournment
Day #3: Wednesday, November 11th, 2020 – Center Stage Session
- 1:30 – Virtual Welcome & Celebrating Rural
- 1:45 – KEYNOTE SESSION: Transforming Rural with Equitable Partnerships with Brenda Solorzano, Chief Executive Officer of the Headwaters Foundation.
- 2:30 – Rest, Re-Charge, & Re-Caffeinate Break
- 2:40 – DOWNLOAD & DISCUSS SESSION: Innovative Rural Partnerships addressing the Foster Care Crisis: Developing the Next Generation – As part of the Benedum Foundation’s 75th anniversary, they have ventured into a unique partnership to benefit priority areas for the next few years. The collaboration among Benedum Foundation’s Health Program Director Kim Barber Tieman, the WV Council of Churches, the Girl Scouts, and Boy Scouts is to provide critical support to children in the foster care system. Join Kim Barber Tieman with the Benedum Foundation, Logan Bialik with the Benedum Foundation, Bishop Sandra Steiner Ball with the WV Council of Churches, Rev Jeff Allen with the WV Council of Churches, Beth Casey with the Girl Scouts Black Diamond Council, and Jeffrey Prudy with the Buckskin Council Boy Scouts of America as they share this groundbreaking partnership.
- 3:45 – Annual Members Meeting & State of Philanthropy Address: Philanthropy WV’s Board Chair Samuel “Tres” Ross, III, other board officers, and Paul D. Daugherty, President & CEO will facilitate the annual members business meeting with entertainment, exciting news, and election of the 2021-2023 board members. Join us for this brief version as you’ll learn something new, hear about exciting innovations, and what is coming up for 2021.
- 4:15 – Adjournment
Day #4: Thursday, November 12th, 2020 – Leadership Development Forum:
As board members, CEOs/Executive Directors, Program Officers, Finance/Operations staff, committee members, etc., your roles are quite unique and cover many things. Join us for the leadership development series for you based upon your role and/or needs. We have partnered with national organizations: Peak Grantmaking, Grantmakers for Effective Organizations, Ethos Leadership, and West Virginia’s Brown Edwards CPAs for a focused 1 to 1.5 hour segment to connect you with your peers. This session delivers high-quality expertise and training in a reduced format so you can hop on and hop off. The individual 1 to 1.5 hour programs for this day include (the time of day for each session will be released October 1st):
- 9:00 to 10:30 AM – Program Officers, Grants/Distribution Committee Members, and Staff Session presented by PEAK Grantmaking: “Grantmaking has changed in the last six months… Will it stick?” – The ways in which philanthropy has interpreted the concepts of risk, trust, and equity continue to drive the processes and practices that dictate what is required in order to get money to grantees and communities. Yet, as grantmakers shift to rapid-response funding in the global pandemic and the outcry for social, racial, and economic justice, these processes and practices are now being called into question. This session will highlight all the ways in which the conventional wisdom of “how to make grants” is being upended – and the questions being raised about why, and how, philanthropy can meet the challenges of this moment, keep the practice changes that work, and evolve even further to realize its full potential. Presented by PEAK Grantmaking’s Melissa Sines, Programs & Knowledge Director.
- 11:30 AM to 12:30 PM – Board Member & Trustee Session presented by Grantmakers for Effective Organizations (GEO): Board’s Adjusting & Adapting to new practices going forward in the Next Normal. In this session, we will highlight ways for board members of foundations, companies and other funders to determine new practices for effectiveness and equity in light of the pandemic to ensure strong relationships with partners (nonprofits and grantees) and what adjustments/new approaches should board members consider during these unique times and going forward. Presented by GEO’s Jocelyn McDaniel, Director of Programs
- 1:30 to 2:45 PM – Operations & Finance Staff Session presented by Brown Edwards CPAs: This uncharted year of changes and new challenges has required creative thinking and new practices for the operations and finance staff, committee members, and advisors for many foundations, companies, and nonprofits. Join experts from Brown Edward CPAs led by partner Valerie Ellis, CPA, Katie Cobbs, Manager, and Tyler Gall, CPA that will discuss best practices, strategies, and new avenues to manage your organization’s operations and finance virtually through the lessons learned and the new course forward for your organization/business’ operational/finance staff.
Generously Sponsored by Brown Edwards
- 3:00 to 4:30 PM – President/CEO/Executive Director’s Session presented by Ethos Leadership Group: Innovative Leadership in the face of monumental challenges – The events of 2020 are overwhelming, challenging, stressful, and unpredictable. Join your fellow CEOs/Executive Directors/Presidents for an interactive session to provide support to you, your organizations, and working into the next normal as rural communities are transformed forever. This session will be moderated by David Ray, Chief Strategy Officer with Ethos Leadership Group
- 4:45 PM – Adjournment
Day #5: Friday, November 13th, 2020 – Center Stage Session
- 1:30 – Center Stage Opening & Celebrating Rural
- 1:45 – KEYNOTE SESSION: Transforming our communities requires Transforming our Perspectives as we grapple with some of our society’s greatest challenges. With the continued increase in incarceration in our country and state, our state has opportunities to approach criminal justice in a new way to increase our workforce, strengthen families, and grow thriving communities. Our panel of experts in criminal justice grantmaking includes James Gore of the Z. Smith Reynolds Foundation, Erika Anthony of the Ohio Transformation Fund, Errol Randle, retired Corporal Charleston Police Dept., Rosa Cabrera of CZI’s Justice & Opportunity Program, and moderator Dr. Michelle Foster with The Greater Kanawha Valley Foundation. Generously Sponsored by the Chan Zuckerburg Initiative and The Greater Kanawha Valley Foundation
- 3:00 – Spirit of Philanthropy Award Ceremony: 2020 is a year of tremendous sacrifice, selflessness, and service among our state, and through our annual Spirit of Philanthropy Awards, we’ll honor great people, businesses, nonprofits, and foundations doing tremendous work to advance our state’s spirit of philanthropy. Join us for the virtual version of our annual awards program. Be sure to submit nominations today by October 26, 2020.
- 4:00 – Closing Remarks & Our Path Forward