2019 Annual Conference

2019 Annual Conference

Program Resources

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2019 Annual Conference

 

Wednesday, October 16

9:00 am - 5:00 pm
PSW Committee and Board Meetings
Details

Location: Colorado Hall

  • Annual Conference Committee: 9:00 AM - 10:30 AM
  • Governance Committee: 9:00 AM - 10:30 AM
  • Audit & Finance Committee: 10:30 AM - 11:30 AM
  • Communications Committee: 10:30 AM - 11:30 AM
  • Membership Committee: 10:30 AM - 11:30 AM
  • Complimentary Buffet Lunch: 11:30 AM - 1:00 PM
  • Professional Learning Committee: 12:00 PM - 1:00 PM
  • Public Policy Committee: 12:00 PM - 1:00 PM
  • Board of Directors: 1:30 PM - 3:30 PM
2:30 pm - 5:30 pm
Site Visit

Join us for an EXCLUSIVE hard hat visit to the brand new, never-before-seen U.S. Olympic Museum, a new cultural facility recognized by the International Olympic Committee, that celebrates American Olympic and Paralympic athletes. See it before the Athletes! (Note: Buses depart from The Broadmoor's South Building.)
Group 1: 2:30 pm - 4:30 pm
Group 2: 3:45 pm - 5:30 pm

Details

Location: Buses depart/return from the Broadmoor's South Building. Transportation included.

2:30 pm - 4:30 pm
Complimentary Foundant Technologies Grant Lifecycle Manager User Group
Details

Location: Colorado Hall E

5:00 pm - 5:30 pm
Newcomers' Reception
Details

Location: Penrose House, Salon

5:30 pm - 7:30 pm
Opening Reception
Details

Location: Penrose House Parlor Area and Courtyard

 

Thursday, October 17

8:30 am - 10:00 am
Breakfast Plenary

Welcoming Remarks from Plenary Speaker, Vince Poscente, Olympic Athlete, USA and Canadian Hall of Fame Speaker, and The New York Times Bestselling Author of Seven Books

Details

Location: International Center Ballroom

10:15 am - 11:45 am
90-minute Philanthropy Innovation Sessions:
Details
  • Capacity Building to Catalyze Community Change (Community Foundations Track) 
  • Impact Investing 101 (Governance/Finance Track) 
  • Linking Money to Mission: An Introduction to Nonprofit Finance (Governance/Finance Track) 
  • Double Your Impact - Recycling Waste and Job Creation (Grantmaking Track)
  • Responding to Emergent Issues: Balancing Timeliness, Responsibility & Diligence (Grantmaking Track) 
  • Turning Outward for Rural Community Advancement (Grantmaking Track) 

Location: Various

12:00 pm - 1:30 pm
Lunch and Plenary with Keynote Speaker Wes Moore

Wes Moore, Chief Executive Officer, Robin Hood, Army Combat Veteran, Social Entrepreneur, and a bestselling Author

Details

Location: International Center, North & Center

1:45 pm - 2:45 pm
60-minute Philanthropy Innovation Sessions:
Details
  • Washington Update and Legal Issues for Community Foundations (Community Foundations Track) 75 min session
  • Patient Capital - Driving Portfolio Resilience - (Governance/Finance Track) 75 min session
  • Changing the Narrative: Using an Evidence-based Approach to Talk about Aging (Grantmaking Track) 
  • Mental Health Supports in School Settings (Grantmaking Track)
  • The Border Wall: Eminent Domain, Immigration and Ecology (Grantmaking Track) 
  • 2020 Census: Counting the Emerging Southwest (Trending Track) 

Location: Various

2:45 pm - 3:15 pm
Break
Details

Location: Various

3:00 pm - 5:00 pm
Casual Meet & Greet with the PSW Membership Committee
Details

For those not attending Foundation Trustee or Staff Essentials Breakout Sessions, stop by to network and meet new friends
Location: The Hotel Bar (Broadmoor Main, Mezzanine Level)

3:15 pm - 4:45 pm
90-minute Foundation Trustee and Staff Essentials Breakout Sessions
Details

Location: Various

Conversations Around Trustee Governance, Roles and Strategic Leadership

Foundation Staff Essentials: The Profound Basics of Your Work

5:00 pm - 6:00 pm
Small Receptions
Details

Small Reception Options:

  • Child Well-being
  • Community Foundations
  • Environmental Grantmakers
  • Healthcare Funders
  • Rural Funders

Location: Various

6:30 pm
Dinner on Your Own
Details

Location: Various

8:00 pm - 9:40 pm
"The River and the Wall" Documentary Film
Details

Location: Broadmoor Theater

A documentary film premiere, with support from the Texas Environmental Grantmakers Group (TEGG), "The River and the Wall" follows five friends on an immersive adventure through the unknown wilds of the Texas borderlands as they travel 1200 miles from El Paso to the Gulf of Mexico on horses, mountain bikes, and canoes. Conservation filmmaker Ben Masters realizes the urgency of documenting the last remaining wilderness in Texas as the threat of new border wall construction looms ahead. Masters recruits NatGeo Explorer Filipe DeAndrade, ornithologist Heather Mackey, river guide Austin Alvarado, and conservationist Jay Kleberg to join him on the two-and-a-half-month journey down 1,200 miles of the U.S.-Mexico border. They set out to document the borderlands and explore the potential impacts of a wall on the natural environment, but as the wilderness gives way to the more populated and heavily trafficked Lower Rio Grande Valley, they come face-to-face with the human side of the immigration debate and enter uncharted emotional waters.

 

Friday, October 18

7:30 am - 8:30 am
Optional Outdoor Activity
Details

Location: Yoga (Jones Room, Broadmoor Golf Club) or 5K Run with the PSW CEO & Board President (start at Broadmoor Golf Club)

7:30 am - 8:30 am
Successful Parents: Activating the “Secret Sauce” in Children’s Health, Education and Development (sponsored by JF Maddox Foundation)
Details

Parents are the “secret sauce,” as their children’s first teacher, best advocate and most important role-model.  Reaching parents of young children can be challenging, especially for low-income families juggling many responsibilities and those in rural communities where long distances and limited transportation raise the ante.  Investing in strategies that build parents’ capacity pays off in their children’s health, education and development.  This interactive session will explore how communities involved in the Campaign for Grade Level Reading (GLR) are doing so. GLR communities support traditional home visiting and early education programs, work with partners like housing providers, health centers and local businesses, leverage technology and work in nontraditional sites like laundromats and barbershops. 

Learning Objectives:

  • Discuss with local funders what’s working and what’s challenging in building parents’ capacity to help their children succeed.
  • Hear innovative solutions that work in rural communities, including those that exploit natural settings like laundromats and barbershops.
  • Participate in a roundtable conversation and learning exchange about this important work.

Speaker:  Ralph Smith, Managing Director of the Campaign for Grade Level Reading, Washington DC

Location: International Center South

7:30 am - 9:00 am
Breakfast
Details

Location: International Center, North & Center

9:00 am - 10:00 am
Women's Initiatives Panel Plenary

Details
  • Lauren Y. Casteel, President & CEO of The Women's Foundation of Colorado
  • Rosie Rios, former Treasurer of the United States and Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University
  • Dena Jackson, PhD, COO for Texas Women's Foundation

Location: International Center, North & Center

10:15 am - 11:45 am
90-minute Philanthropy Innovation Sessions:
Details
  • Moving from Connecting to Engaging: Addressing Emerging Community Needs While Increasing the Impact of Donor Relationships (Community Foundations Track)
  • Financial Fraud: Things That Keep You Awake at Night (Governance/Finance Track)
  • Building Strong and Inclusive Communities (GCIR) (Grantmaking Track)
  • Improving Child Well-Being with Cross-Sector Collaboration (Grantmaking Track)
  • Implementing Impact Investing (Philanthropy Practice Track)
  • Advancing Nonprofit Leadership: From Success to Significance (Trending Track)

Location: Various

12:00 pm - 1:30 pm
Lunch and Annual Meeting

Plenary Speaker: Ralph Smith, Managing Director, The Campaign for Grade-Level Reading

Details

Location: International Center, North & Center

1:45 pm - 2:45 pm
60-minute Philanthropy Innovation Sessions:
Details
  • Applied Learning from the Hurricane Harvey Relief Fund: Governance, Data and Equity (Community Foundations Track)
  • Building a Culture of Learning for Boards and Trustees (Governance/Finance Track)
  • Foundations as Conveners: Advancing Your Mission with Nonprofit Coalition Building (Governance/Finance Track)
  • Big Impact for Small Towns through Regional Collaboration (Grantmaking Track)
  • Making Moves: DEI, Immigrants and Refugees, and Your Philanthropy (Grantmaking Track)
  • Better Together - Funder Collaboratives (Trending Track)

Location: Various

2:45 pm - 3:15 pm
Break
Details

Location: Various

3:15 pm - 4:15 pm
60-minute Philanthropy Innovation Sessions:
Details
  • Community Foundations: The "Go-To" for Planned Gifts (Community Foundations Track)
  • Building a Collaborative Network that Solves Social Determinants of Health (Grantmaking Track)
  • Understanding and Preventing Hate Crimes (Grantmaking Track)
  • Grantmaking Through an Equity Lens (Philanthropy Practice Track)
  • Why Would a Foundation Want to Partner with a School District? (Grantmaking Track)
  • Blockchain and Philanthropy (Trending)

Location: Various

6:00 pm - 8:30 pm
All Conference Reception

This year's All Conference Reception will be held in the Ent Center for the Arts, a 92,000 square-foot performing and visual arts complex on the University of Colorado Colorado Springs campus. It is designed to provide a multi-dimensional, multi-venue artistic hub for the campus and community. Enjoy the art on display as well as a local jazz band throughout the reception. Buses will depart at 5:30 pm from The Broadmoor's South Building.

Details

Location: Ent Center for the Arts, 5225 N Nevada Ave, Colorado Springs, CO 80918

Saturday, October 19

8:00 am - 9:00 am
Closing Plenary

Plenary Speaker: Randy Cohen, Vice President of Research and Policy, Americans for the Arts 

Details

Location: International Center, North & Center

9:15 am - 10:00 am
Annual Conference Committee Meeting: Debrief for Joint 2019/2020 Annual Conference Committees
Details

Location: Colorado Hall C

Meeting for 2019 and 2020 Annual Conference Committee Members

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Event type 
When: 
Thursday, October 17, 2019 (All day) to Saturday, October 19, 2019 (All day)
Where: 
The Broadmoor
1 Lake Ave, Colorado Springs, CO 80906
Members: 
$895.00
Non-Members: 
$1,195.00
Add to Calendar

What's Included in Your Registration Fee?

  • For full-conference registrants, all but the continuing education fee for those seeking CPE, CLE or CFP credit.

Who is Eligible to Attend?

  • Trustees and staff of grantmaking organizations
  • Community foundation fund donors
  • Individual donors
  • Representatives of corporate giving programs

Spouses and Guests

The spouse/guest registration fee includes full conference participation and all meals and breaks provided during the conference. Only spouses and guests NOT affiliated or employed by a foundation are eligible for the Spouse/Guest rate.

Cancellation Process

For cancellations received in writing on or before September 13, 2019, refunds will be issued minus a $75 processing fee. NO REFUNDS WILL BE ISSUED AFTER SEPTEMBER 13. Substitutions from the same organization are always accepted with no change fee.

Conference No Solicitation Policy

The conference is not intended to be an opportunity for solicitation of any kind, including solicitation for business, fund management, or grants.

Registration FAQs

Step #1: Login
To register you will need an account on our website. If you already have an account, login with your email address and password. Aren't sure if you have an account? Enter your email address here to reset your password. If your email address isn't found, create an account. Please note that new accounts are not automatically approved and need to be activated by a PSW staff member. You may need to wait up to 24 hours for your account to be activated and you will receive an email once you have been approved.

Step #2: Register
From the Annual Conference Events Page, make your selection from the available registration options and click the "Register Now" button. You will not see the options or "Register Now" button unless you are logged in. Go to your cart in the top left corner of the screen and make any adjustments to the quantities if you are registering more than one person. Click the "Checkout" button.

Step #3: Checkout
On the checkout page, indicate who each registration is for and fill out any additional information requested. On the checkout page you will be able to select any optional events or meals. If you are looking to register someone else from your organization but don't see them listed, please contact Amy Askari (214-740-1787).

Registering Others at Your Organization?
Follow the steps above to create a login for yourself if you haven't already. Once logged in, select the appropriate option from the list and make any adjustments to the quantities in your cart if you are registering more than one person from your organization. On the checkout page, you'll be able to assign each registration option to another contact associated with your organization in our system. If you don't see them listed, please contact Adrienne Clay for further assistance by including the names, titles, and email addresses of those you'd like to register.

2019 Annual Conference Committee

Abel Wurmnest, Chair
Anschutz Family Foundation

Louisa McCune, Vice Chair
Kirkpatrick Foundation, Inc.

Froswa' Booker-Drew
State Fair of Texas Foundation

Jo Z. Carcedo
Episcopal Health Foundation

Matt Carpenter
El Pomar Foundation

Teresa Crook
Communities Foundation of Oklahoma

Austin Dickson
Community Foundation of the Texas Hill Country

Megan Etz
Reissa Foundation

Natalie Kelinske
Waco Foundation

Amy Latham
The Colorado Health Foundation

Julie Lerudis
Boettcher Foundation

Michael Martinez
Casey Family Programs

Eileen Piwetz
FMH Foundation

Helen Stone
Oklahoma City Community Foundation

Shelley Sweatt
The Priddy Foundation

Dawn Townsend
The Dallas Foundation

Tracy Yellen
Paso del Norte Health Foundation, Paso del Norte Community Foundation

AC 2019 Resources block
Video
2019 Annual Conference: Patient Capital - Driving Portfolio Resilience Recording
October 2019
Video
2019 Annual Conference: Foundation Trustee Essentials Session
October 2019
Video
2019 Annual Conference: Foundation Staff Essentials Session
October 2019
Video
2019 Annual Conference: Impact Investing 101 - Presentation & Recording
October 2019
Program Resource
The Spectrum of Impact Investing
October 2019
Presentation
Restoring Thornscrub Forests in the Lower Rio Grande Valley - A Presentation
American Forests
October 2019
Program Resource
Campaign for Grade Level Reading - A Blog Excerpt
Campaign for Grade-Level Reading
Ralph Smith
October 2019
Video
2019 Annual Conference: Washington Update and Legal Issues for Community Foundations - Presentation & Recording
Council on Foundations
October 2019
Program Resource
Washington Update and Legal Issues for Community Foundations
Council on Foundations
October 2019
Presentation
Big Impact for Small Towns through Regional Collaboration - A Presentation
LOCUS Impact Investing
Still Water Foundation
October 2019
Program Resource
Engaging Boards and Trustees in Strategic Learning - Activity Worksheet
FSG
October 2019
Presentation
Engaging Boards and Trustees in Strategic Learning - A Presentation
FSG
October 2019
Program Resource
Hurricane Harvey Fund - Disaster Preparedness Exercise
Greater Houston Foundation
October 2019
Program Resource
How the Harvey Fund Works and Learning from the Hurricane Harvey Relief Fund
Greater Houston Foundation
FSG
Center for Disaster Philanthropy
October 2019
Program Resource
Engaging Philanthropy in Improving Child Well-Being Outcomes - Family First Overview
Casey Family Programs
October 2019
Program Resource
Engaging Philanthropy in Improving Child Well-Being Outcomes - Article by Casey Family Programs
Casey Family Programs
Dr. William C. Bell
October 2019
Program Resource
Bester Community of Hope - Information On Child Well-Being Cross-Sector Collaboration
Best Community of Hope
San Mar Family and Community Services
October 2019
Presentation
Financial Fraud & Things That Keep You Awake at Night - A Presentation
BKD CPAs & Advisors
October 2019
Program Resource
The New Americans Campaign - Achieving Collective Impact on Naturalization - Who We Are
Immigrant Legal Resource Center
October 2019
Program Resource
The New Americans Campaign Community Alert Fee Waiver - Immigrant Filing Fee Information
Immigrant Legal Resource Center
October 2019
Presentation
Border Wall Ecology - A Presentation
National Butterfly Center
October 2019
Program Resource
We Must Battle the Border Wall - A Publication by North American Butterfly Association, Inc. and National Butterfly Center
National American Butterfly Association
National Butterfly Center
October 2019
Program Resource
Responsive Philanthropy - An Article on Philanthropy and the 2020 Census
Grassroots Solutions
Bauman Foundation
October 2019
Program Resource
Census 2020 State Landscape Scan - A Report on the Role of Philanthropy
Grassroots Solutions
Bauman Foundation
October 2019
Program Resource
2020 Census Menu of Options for Funders
Funders' Committee for Civic Participation
United Philanthropy Forum
October 2019
Program Resource
2020 Census Key Milestones
Funders' Committee for Civic Participation
October 2019
Program Resource
2020 Census Funder Tool Kit
Funders' Committee for Civic Participation
October 2019
Presentation
Impact of TCJA on Charitable Giving by Individuals - A Presentation
Americans for the Arts
Randy Cohen
October 2019
Article
Impact Investing, Program-related Investing, & Mission-related Investing - A Report on Impact Investing
Shanna Nasiri
October 2019
Presentation
Blue Star Recyclers Focus on disAbilities - A Presentation
Blue Star Recyclers
Bill Morris
October 2019
Article
Stanford Social Innovation Review Features The Many Roads to Revenue Generation Fall 2019
Stanford Social Innovation Review
October 2019
Program Resource
Blue Star Recyclers 2018 Annual Report
Blue Star Recyclers
October 2019
Article
What is Behind the Persistence of the Racial Wealth Gap? A 2019 Federal Reserve Bank of Cleveland Economic Commentary
Federal Reserve Bank of Cleveland
October 2019
Article
The Economic Impact of Closing the Racial Wealth Gap - An Impact Report
McKinsey & Company
October 2019
Program Resource
Capacity Building 2019 Strategic Plan - Early Learning Alliance
North Texas Community Foundation
October 2019
Program Resource
Building Nonprofit Capacity to Combat Poverty in Our Neighborhoods: Year One - An Impact Report to Investors
North Texas Community Foundation
October 2019
Program Resource
Giving Our Children the Tools to Succeed - An Impact Report to Investors
North Texas Community Foundation
October 2019
Presentation
Resilience: Creating the All Weather Portfolio - A Presentation
Northern Trust
October 2019
Program Resource
From Behavioral Bias to Rational Investing
October 2019
Program Resource
2019 Annual Conference Program
October 2019
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