2018 Washington State Nonprofit Conference

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2018

Washington State
Nonprofit
Conference

Changing Perspectives
May 16, 2018
Meydenbauer Center, Bellevue, Washington
Thank You to our Sponsors

Scholarship Sponsors
Scholarships are an important tradition at the Washington State Nonprofit Conference. Our sponsors understand
that many nonprofit staff and board members would like to attend the conference but cannot due to financial
constraints. Scholarships provide the cost of admission for people from across the state to attend and ensure
that the conversations at the conference are vibrant and represent our state’s tremendous diversity.

Thanks to these sponsors, we were able to give scholarships


to a diverse array of nonprofits leaders from across the state.
Statewide Capacity Collaborative Seattle Foundation
Office of the Secretary of State Strategic Research Associates
Campion Foundation

Thanks also to our scholarship partners for helping us reach


scholarship recipients in their networks!
Nonprofit Assistance Center Rainier Valley Corps
Latino Community Fund Wayfind
Potlatch Fund Neighbor to Neighbor

2 24th Annual Washington State Nonprofit Conference


Thank you for joining us for the 2018 Washington State Nonprofit Conference. Today is for us to consider
changing perspectives: in ourselves, our organizations, and our community.

The learning arc for the conference begins with us—how we create a culture of care within our organizations
and our communities. Then we move on to interactive, exciting workshops. The lunch plenary then
investigates how the models of nonprofit management are, and are not, working, introducing you to new
ways our sector is sharing leadership and building stronger equity frameworks.

We have two curated tracks, the technology track and the leadership track, created by social sector leaders,
just like you wanting to share the more innovative, intriguing, and imaginative projects happening in our state.

We hope you are energized by your time with us today. We are grateful for the work you do every day in our
communities and know our state is better with you in it.

Presented By

Washington Nonprofits 501 Commons

Seattle University Master of Nonprofit Nancy Bell Evans Center on


Leadership Program Nonprofits & Philanthropy

Interact on Twitter: #WSNConf 3


Agenda

7:00–8:00 am Registration & Breakfast

7:00–3:30 pm Exhibitors are Open

8:00–9:00 am Opening Plenary Session

9:15–10:30 am Session #1 - Workshops

10:45–11:30 am Session #2 - Table Talks

11:45–1:15 pm Lunch Plenary Session

1:15–2:00 pm Exhibitors/Networking

2:00–3:15 pm Session #3 - Workshops

3:30–4:45 pm Session #4 - Workshops

4:45–5:00 pm Coffee in the Lobby

Network name: WSNC


WIRELESS ACCESS Password: WSNC2018

No Solicitation
The Washington State Nonprofit Conference seeks to bring together the leadership of the entire charitable community.
To maintain the spirit of this unique meeting ground – where leaders from grant making organizations and leaders from
grant seeking organizations can come together as peers – we ask that you respect the no solicitation rule. Please feel
free to network, talk about your organizations and follow up when you return to your office. However, we request that
during today’s conference you do not bring proposals or ask funders if they will fund your organization. Funders should
encourage leaders to talk about their programs, invite people to follow up with them after the conference and politely
remind others about this rule should they be faced with a direct request.

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Opening Plenary (Main Hall) 8:00–9:00 am

The Happy Healthy Nonprofit:


Linking Self-Care and Well-being to Impact
Beth Kanter

We work hard every day with limited resources. Without self-


care and organizations that are committed to well-being in the
workplace, the risk of burnout is high.

It is important to treat self-care and well-being as an organizational strategy and cultural norm.
Beth will share the latest thinking on well-being in the nonprofit workplace. Going beyond a narrow
focus on physical health and wellness, she will share examples and insights from nonprofits that
have created and implemented a culture of well-being and show how these organizations get
better results for the communities they serve.
Start the day by learning how you can transform a toxic
workplace into a happy, healthy place to work.
Beth Kanter is an internationally recognized thought leader
in networks, social media, philanthropy, well-being in the
workplace, and training. Beth has over 35 years working in the
nonprofit sector in capacity building and has facilitated trainings
for thousands of social change activists and nonprofits on every
continent in the world. She is an in-demand keynote speaker
and workshop leader. Named one of the most influential women
in technology by Fast Company and on BusinessWeek’s
“Voices of Innovation for Social Media,” Beth was Visiting
Scholar at the David and Lucile Packard Foundation 2009-
2013. She author of the award-winning Networked Nonprofit
Books and The Happy Healthy Nonprofit: Strategies for
Impact without Burnout (http://bit.ly/happyhealthynpbook)
published by J.Wiley.

Sponsored by:

Interact on Twitter: #WSNConf 5


Lunch Plenary (Main Hall)

Changing Times, Changing Organizations 11:45–1:15 pm


Panel Discussion
Is the traditional model of nonprofit governance and management working? What new models
would help us adapt to current conditions and foster greater innovation and collaboration? How
can we mainstream fiscal sponsorship, hybrid organizations, social enterprise, shared leadership
or other organizational or funding forms to get the work done that our communities most need.
Changing times invite us to explore our assumptions, institutions, systems, and culture. Join us for
the conversation led by Sean Thomas-Breitfeld.

Moderator
Sean Thomas-Breitfeld co-directs the Building Movement Project, which supports –
and pushes – U.S. nonprofits to engage in progressive social change. In his previous
roles, Sean worked at the Center for Community Change developing training programs
for grassroots leaders, coordinating online and grassroots advocacy efforts, and lobbying
on a range of issues, including immigration reform, transportation equity and anti-poverty
programs. Sean also worked as a Policy Analyst at the National Council of La Raza (now
UnidosUS). Sean holds a MPA from NYU’s Wagner School of Public Service where he
currently teaches, and a Bachelors of Social Work from St. Olaf College in Minnesota.

Panelists
Vu Le is the Executive Director of Rainier Valley Corps, a nonprofit
in Seattle that promotes social justice by developing leaders of
color, strengthening organizations led by communities of color, and
fostering collaboration between diverse communities. He writes the
blog nonprofitAF.com.

Meagan Darrow serves as the co-leader of TOGETHER! a nonprofit


dedicated to the health, safety and success of kids in the south sound.
Meagan currently oversees TOGETHER!’s school-based prevention
work including work to eliminate the opportunity gap in Tumwater and
Yelm, WA, as well as 21st Century Community Learning Center work in
North Thurston/Lacey and more.

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Engaging the Experts

Got a Nonprofit Question? Visit the Nonprofit Q&A Center


The Nonprofit Question & Answer Center is a place to ask questions, explore challenges, and find resources
and referrals. Nonprofit specialists will be available before and after sessions for guidance in areas such as:
• Finance • Legal
• Fundraising • Management Consulting
• Human Resources & Leadership • Technology
Development
On-hand specialists look forward to conversations about issues facing your organization and opportunities to
address them. Stop by Main Hall to ask, talk, share, and learn!

Brought to you by 501Commons, Northwest Nonprofit Resources, Washington Nonprofits, and Wayfind

Washington
Nonprofits

Washington Nonprofits Tools Table


There is a lot your board needs to know. Luckily there are well-tested tools
to help them learn! Stop by the Nonprofit Tools Table to pick up toolkits and
resources related to boards, finance, law, and planning. Talk with experts
on how to best bring these tools into the life of your organization. Join us for a board game, play full-body
finance BINGO, or simply spin the SPiN (strategic planning in nonprofits) wheel. Sponsored by Jacobson
Jarvis & Co PLLC.

The Doctor is In
Washington Nonprofits has many business members who consult with or offer services to nonprofits, and
support our mission of “helping nonprofits get what they need to succeed.” Many of these folks come to the
conference as exhibitors, and we encourage you to take advantage of the opportunity to learn more about
their offerings. In addition, this year, we have added an informal opportunity to learn more from these experts
through short consultations at our “The Doctor is In” tables. As listed on page 20, consultants and service
providers will be on hand to answer your questions and share information in the topic area listed.

Interact on Twitter: #WSNConf 7


Session Listings
EQUITY and
Tracks: CULTURE LEADERSHIP INCLUSION
Details on Page 14 Details on Page 15 Details on Page 16

8:00 am – WELCOME + KEYNOTE


9:00 am “The Happy Healthy Nonprofit: Linking Self-Care and Well-being to Impact” w/ Beth Kanter

Building a High- Values Driven Leadership: Advancing Organizational


Session 1 Performance Culture Walking the Talk - and Community - Equity
9:15 am – Through the Employee
10:30 am  Life Cycle

ROOM 401/402 ROOM 403 ROOM 404

Table Talks Table Talks Table Talks


Session 2
Leadership, Equity & Inclusion, Advocacy & Civic
10:45 am – Technology Health & Wellness Engagement,
11:30 am  Board Effectiveness
MAIN HALL, 1st Floor ROOM 404 ROOM 405

11:45 am –
LUNCHTIME PANEL: Changing Times, Changing Organizations
1:15 pm

1:15 pm –
Exhibitor Exploration + Nonprofit Q&A Visits + Networking
2:00 pm

Race to Lead: Expanding Your Donor Youth Leading the


Session 3
Confronting the Community: Using an Equity Movement
2:00 pm – Nonprofit Racial Lens to Invite More to Give
3:15 pm  Leadership Gap

ROOM 401/402 ROOM 403 ROOM 404

Reinventing Nonprofit Your Employees Are Only Equity, Creativity, and


Session 4 Work from the Inside/ As Good As Your Leaders Board Engagement:
3:30 pm – Out A Panel Discussion with
4:45 pm  Arts Corps

ROOM 401/402 ROOM 403 ROOM 404

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COMMUNITY BUILDING TECHNOLOGY PHILANTHROPY

Details on Page 17 Details on Page 18 Details on Page 19

Lift Your Voice: Getting Choosing the Right Digital Is My Organization a Good
Started with Advocacy, Strategy Fit: Questions You Always
Lobbying, and Civic Wanted to Ask a Funder, But
Engagement Didn’t Think You Could!
ROOM 405 ROOM 406 ROOM 407/408

Table Talks

Fundraising & Finance,


Strategy & Planning

ROOM 406

Census Jeopardy! What Doing More with Less. Making Your Case Work
Non-Profits Need to Know Technology Is Your
BEFORE 2020 Marketing Friend

ROOM 405 ROOM 406 ROOM 407/408

The Delta Model: How Deciding with Data: Why Most Nonprofits Fall
People, Place, Practice, and Measuring the Impact of Short of Their Goals and
Power Come Together Your Digital Strategy What You Can Do About It

ROOM 405 ROOM 406 ROOM 407/408

Interact on Twitter: #WSNConf 9


Table Talks 10:45–11:30 am
A popular feature of the conference, Table Talks give you time to talk with your peers about
a topic of your choice. During Session #2 from 10:45–11:30 am, please find a table with
the topic you are most interested in discussing. These topics were chosen from those
suggested by attendees during registration. Facilitators will help guide the discussions.
The goal is simply to learn from your peers, meet new people interested in the same
things, and come away with a better understanding of the topic.

Leadership Main Hall Technology Main Hall


1st Floor 1st Floor
TOPICS: TOPICS:
Building a learning organization Building a strong website

Managing hard staff Cyber-security

Managing through change Technology challenges

Mentoring Social media

Small nonprofits Using Salesforce

Succession planning

Collaboration

Shared leadership
Equity & Room 404
ED Forum

Engaging Millennials
Inclusion
TOPICS:
Aging, ageism and nonprofits

Health & Room 404 Equity in fundraising

Equity in volunteer programs


Wellness
LGBTQ Competency
TOPICS: POC/immigrant led community based orgs
Avoiding burnout Equity in hiring
Stress management #MeToo in Nonprofits

10 24th Annual Washington State Nonprofit Conference


Board Room 405 Advocacy & Room 405
Effectiveness Civic Engagement
TOPICS: TOPICS:
Board training and development Improving civic engagement

Board engagement in public policy How to listen to communities

Boards and fundraising Planning for advocacy

Board recruitment Working through challenging political times

Working with young people

Strategy & Room 406 Fundraising & Room 406


Planning Finance
TOPICS: TOPICS:
Data to drive decisions Budgeting

How to work with a consultant Donor relations

Program development Fundraising: New trends & strategies

Strategic planning Fundraising: What works

Defining success Grantwriting

Mission statement writing Risk management

Interact on Twitter: #WSNConf 11


Booth # Exhibitor Category
1 Compass-360 Association Education
2 The Resource Group Financial/Technology
3 Numtra Data/Technology
4 HomeStreet Bank Financial
5 Masters of Nonprofit Leadership - Seattle University Education
6 Stand for Your Mission Advocacy
7 CliftonLarsonAllen Accounting
8 Verizon Technology
9 Interplay IT Technology
10 UW Evans School of Public Policy & Governance Education
11 Non Profit Insurance Program (NPIP) Insurance
12 Columbia Bank Financial
13 Washington Secretary of State - Corporations and Charities State Gov.
14 Bader Martin, PS Accounting
15 Network Technology Services, Inc. Technology
16 The Partners Group Insurance
17 Watson & McDonell, PLLC Accounting
18 Washington Nonprofits Tool Table and Jacobson Jarvis & Co PLLC Advocacy
19 B-Bam! Marketing/Supplies
20 501 Commons Education
21 Interconnection Technology
22 David Owen Hastings Design Marketing
23 Cougar Mountain Software Technology
24 TriNet Human Resources
25 Wayfind Legal
26 Access To Justice Board, Washington State Bar Association Legal
27 Parker, Smith & Feek Insurance
28 Campbell & Company Strategy/Fundraising
29 Warm Beach Camp & Conference Center Events
30 Washington State Housing Finance Commission State Gov.
31 Well Done Events Events
32 Lagunitas Brewing Company Events
33 UW Tacoma Professional Development Center Education
34 Nonprofit & Philanthropy Resource Center - King County Library System Education
35 First Sound Bank Financial
36 Professional and Continuing Education - University of Washington Education
37 Mindlink Resources, LLC Translation/Editing
38 Alliance of Nonprofits for Insurance (ANI) Insurance
39 RoundGlass rise Technology
40 Background Investigations Legal
41 Heritage Bank Financial
42 Puget Sound Car Wash Association Advocacy
43 Gorilla Give Fundraising/Technology
44 1st Security Bank of Washington Financial
45 Volunteer Administrators Network Leadership
46 AFP Advancement Northwest Fundraising
47 Strategic Research Associates Research
48 Beneficial State Bank Finance
49 Human Resources and Management Solutions Human Resources
Map of Main Hall
Headline

Table Talks

R
R 13

14
12 15
45/46 47/48 49
11 38 39/40 41/42 43/44
8

E 9
33 34 35 36/37
E 7 10
E E 27 28 29 30 31/32
E
E 6
E 3
16
V 21 22 23 24 25/26
V 4
2 5
“Doctor is In”
V 17
18
1

Books 19
Nonprofit
20 Q&A Center

Washington
Nonprofits
Registration Lounge

elevator

elevator

Volunteer area

Interact on Twitter: #WSNConf 13


Culture Room 401/402

This track will explore how you can build a successful organizational culture that welcomes
staff and is highly productive. Turn your organization in a new, positive direction by
increasing diversity, practicing self-care, and creating an environment that attracts and
retains great staff.

Building a High-Performance Culture Race Survey a few years ago, giving us a unique
view into what people think and experience related
Session #1: 9:15 – 10:30 am
to leadership and race. Sean will share common
Presenters: Diana Welch, Human Resources & assumptions and offer a new narrative aimed at
Management Solutions increasing the number of people of color leaders.
High-performance organizations don’t take culture Uncover the assumptions you make. Define some
for granted. They plan, monitor and manage their actions you can take to confront the racial leadership
culture so it remains aligned with what they want gap in your community.
to achieve. Many organizations struggle to set
cultural goals, to invest in management training, and Reinventing Nonprofit Work from
to ensure that employees have heard and believe the Inside/Out
the message. In this session, we’ll discuss what
Session #4: 3:30 – 4:45 pm
preferred behaviors you want to create for your
culture, how you want to treat employees, how to Presenter: Beth Kanter, Author of The Happy,
determine what employees really want, and how Healthy Nonprofit
to detect what’s causing them to disengage and This “mini innovation lab” will be an opportunity for
leave. Learn strategies to build or strengthen a you to do some hands-on practice designing and
high-performance culture. How do you want to facilitating approaches to shift the culture at your
treat employees? nonprofit. The session will take a deep dive into
culture change frameworks and leadership support
Race to Lead: Confronting the required for creating and sustaining a culture of
Nonprofit Racial Leadership Gap well-being in the nonprofit workplace. You will design
ways to incorporate these processes into your
Session #3: 2:00 – 3:15 pm
workplaces, including how to start the conversation
Presenter: Sean Thomas-Breitfeld, and processes that engage staff around self-care as
Building Movement Project organizational initiative; how to avoid collaborative
The nonprofit sector is experiencing a racial overload and bring mindfulness into the workplace;
leadership gap. Studies show the percentage of and how to design and plan a walking meeting.
people of color in the executive director/CEO role
has remained under 20% for the last 15 years, even
as the country has become more diverse. 4,000
respondents took the Nonprofits, Leadership, and

14 24th Annual Washington State Nonprofit Conference


Leadership Room 403
Effective leadership is the cornerstone of impact and influence.
This track, curated by Seattle University’s Nonprofit Leadership
Program, is for upper management or executives looking to
be inspired by new ways of leading, managing, and cultivating
your colleagues to build a better, stronger organization. With
specific tie-ins to human resources, fundraising, and building organization values, this track
is perfect for someone looking to build their leadership skills in our sector.

Values Driven Leadership: your organization’s values with your fundraising


practice. Be prepared for a dynamic, participant-
Walking the Talk
led discussion that will challenge you to rethink
Session #1: 9:15 – 10:30 am your approach to fundraising. Be ready to infuse an
Presenters: Noreen Elbert, Seattle University, and Emily accessible and inclusive culture of philanthropy in
Highleyman, Wild Whatcom your organization.
As nonprofit leaders, we are bombarded with
challenges. How you navigate obstacles, ethical Your Employees Are Only As Good
dilemmas, and opportunities says a lot about As Your Leaders
who you are as a leader. It sets the tone for your
Session #4: 3:30 – 4:45 pm
organization and the staff and volunteers working
Presenter: Gayle A. Johnson, Evolve Coaching Seattle
with you. This workshop will help you explore your
personal values and provide tools to help you walk The top down approach no longer works in
your talk. You will walk away with new strategies for managing employees. Leading and managing is
aligning organizational values with actions. now all about building trusting relationships with
employees. Leaders often have to act as change
Expanding Your Donor Community: agents. If you are aware of how others will react
emotionally to changes, you can anticipate this
Using an Equity Lens to Invite More
reaction and plan appropriate ways to introduce and
to Give carry out the change. This workshop will provide an
Session #3: 2:00 – 3:15 pm interactive approach to developing the five Emotional
Presenters: Maureen Emerson Feit and Elizabeth Dale, Intelligence skills necessary for a leader/manager
Seattle University to be effective at maximizing their employees’
effectiveness. Learn how emotionally Intelligent
Fundraising is hard. We take shortcuts by making
leaders can leverage emotions for the good of
assumptions about who gives to our causes. Are
the organization.
these assumptions correct? Are we living our values
when we limit whom we invite into our community?
During this session, we’ll unpack assumptions
about who donates. We’ll explore how to align

Interact on Twitter: #WSNConf 15


Equity and Inclusion Room 404

How do we build equity and share leadership? Interrupt patterns of exclusion by


learning how to include more voices and lifting up perspectives of those most affected
by the issues you care about. Delve into issues such as institutionalized racism, equity
assessments, and building youth leadership in our track specifically geared towards equity
and inclusion.

Advancing Organizational – and Youth Leadership Network, a network of youth, ages


16-25. Come learn how to center the voices of youth
Community – Equity Through the
in building a movement and to integrate youth voices
Employee Life Cycle in all parts of your organization. This workshop will
Session #1: 9:15 – 10:30 am include a panel of 3-4 Latino youth talking about
Presenters: Kari Dasher, The Ostara Group, and Irwin their experiences as community leaders.
Batara, Lakay Batara, LLC

To move the needle on diversity, equity, inclusion,


Equity, Creativity, and Board
and access (DEIA), we recommend an approach Engagement: A Panel Discussion
that encompasses internal culture building, training, with Arts Corps
and modeling to align understanding and language,
Session #4: 3:30 – 4:45 pm
and developing strong community partnerships, all
Presenter: Sara Lawson, Tanisha Brandon-Felder, James
within the context set by institutionalized racism. It
Miles, and Carlynn Newhouse, Arts Corps
is only through this internal work that organizations
can hope to effect change on behalf of the clients We believe that creating art can be a personal act of
and communities they exist to serve. Throughout this liberation. When done collectively, it can transform
workshop we will explore how to ensure buy-in and schools, neighborhoods, and beyond. Instead of
operationalization of DEIA within your organization. seeing racial justice as a separate issue, Arts Corps
You will also learn how to advance equity by investing recognizes how a lens of racial justice needs to be
in your most important resource: people. applied in all areas of our work, including curriculum
development, assessment, fundraising, classroom
Youth Leading the Movement management, and hiring processes. Join us for a
moderated conversation, as we board members
Session #3: 2:00 – 3:15 pm
share ideas on what’s been working, what’s been
Presenters: Jose Vasquez, Cindy Pulido, Merivet challenging, and why our shared commitment to
Lombera, and Carlos Rojo, Latino Community Fund racial equity and social justice makes board work so
For a decade, Latino Community Fund of meaningful and engaging.
Washington State (LCF) has been investing in the
Latino community through leadership development,
advocacy, and building the capacity of community
leaders. Central to this work has been the Alianza

16 24th Annual Washington State Nonprofit Conference


Community Building Room 405

We are stronger together, but how does that really work? This track will lead you through
three ways of building your community, first with advocacy, then taking a deep dive into
the census, and finishing up with an investigation into how capacity building looks for
communities of color. These three diverse sessions will give you an overview of how we
can lift our community’s voices and ensure all are heard.

Lift Your Voice: Getting Started underfunded, is at risk for mismanagement, and
could result in a massive undercount of immigrants,
with Advocacy, Lobbying, and
communities of color, LGBTQ individuals, and
Civic Engagement people in rural areas. Join this hands-on workshop
Session #1: 9:15 – 10:30 am covering the basics of the upcoming Census and
Presenters: Tony Ramsey, Karr Tuttle Campbell, its impact on racial equity. Learn how your
and David Streeter, Washington Nonprofits nonprofit can play a role in making sure our
communities are counted.
Nonprofit organizations exist to improve our
communities, yet too many groups shy away from
engaging with our leaders on the public policies
The Delta Model: How People, Place,
that directly impact the communities we love. This Practice, and Power Come Together
workshop will provide clarity on misconceptions Session #4: 3:30 – 4:45 pm
about the rules of engagement and address Presenter: Sarah Tran, Nonprofit Assistance Center,
confusion about how, when, and where to get Peter Bloch-Garcia, Latino Community Fund, and
started. You will gain important tools to use to Andrea Caupain Sanderson, Byrd Barr Place
engage with public officials. You will learn the actual
rules governing advocacy and lobbying, tips for The Delta Model is a community collaboration of
how to get started with this important work, and capacity building and community organizations
strategies and tactics for conducting effective serving communities of color and led by people
advocacy and lobbying activities that support of color. We will lift up Delta Model components
your missions. of building and balancing power for communities
of color through capacity building. We will
discuss the history of the Delta Model, share
Census Jeopardy! What Nonprofits
community research on capacity building by and
Need to Know BEFORE 2020 for communities of color, and explain the resulting
Session #3: 2:00 – 3:15 pm framework of the Delta Model. We will explore how
Presenters: Heather Villanueva and Gabriela Quintana, power affects all aspects of capacity building and do
More Equitable Democracy a collective power analysis.

Come be a contestant at Census Jeopardy! A full


Census count is critical to the communities we
serve, both in terms of an equitable share of federal
funding and for access to a truly representative
government. Census 2020, however, is woefully

Interact on Twitter: #WSNConf 17


Technology Room 406
This track is for people who want to get back to their desks
tomorrow with better and faster ways of using technology. This
track, curated by Nam-ho Park of Plain Strategies, brings you
through a learning journey focused on digital strategy, with
connections to online marketing and measuring outcomes
through data.

Choosing the Right Digital Strategy Deciding with Data: Measuring the
Session #1: 9:15 – 10:30 am Impact of Your Digital Strategy
Presenter: Nam-ho Park, PLAIN Strategies, Tim Session #4: 3:30 – 4:45 pm
O’Connor, Cascade Bicycle Club, and Heather Griswold, Presenters: Anna Marshall, AdoptUSKids, Loren
Substantial Drummond, Washington Trails Association, and Teresa
Technology is often perceived as a silver bullet, but Gillian, Resource Media
ends up being complicated, confusing and more Is what you are doing working? How do you know?
work. How do you choose the right tools? How do In this session, you will learn how to track the
you work with technology and vendors? How do impact of your digital strategy and use the data to
you prioritize your technology projects? Bring your decide what to do next. We’ll use case studies and
own problem and work through steps in defining exercises to cover defining objectives, choosing
constraints, realistic goals and guiding principles indicators of success, collecting data, and visually
that will help decision-making around your digital communicating results.
strategy. Walk away with an actionable plan to
identify the outcomes that align with your mission.

Doing More with Less. Technology Is


Your Marketing Friend
Session #3: 2:00 – 3:15 pm
Presenter: Kathleen Lendvay, Splash, Julie Pham, WTIA
and Lacie West, The Service Board

Are you a small, ambitious nonprofit with lots of


programs but little marketing budget? Are you
struggling to figure out what your marketing priorities
are and what will be the highest return on your
investment of time? In this session, we’ll share cost-
effective ways of promoting your nonprofit’s work, by
harnessing the power of technology.

18 24th Annual Washington State Nonprofit Conference


Philanthropy Room 407/408
We all want to raise more money, and we are using the same resources to do it. This track
will strengthen your ability to get resources for your mission. Come ready with examples
from your own organization and be ready to challenge your assumptions about strategy,
fundraising, philanthropy, and persuasion!

Is My Organization a Good Fit: settings, how to create and update a living document
that allows a case to evolve as your organization
Questions You Always Wanted to
does, and how to use materials as effective tools to
Ask a Funder support conversations. Learn strategies to make a
Session #1: 9:15 – 10:30 am case really work for your organizations, regardless of
Presenter: Gunner Scott, Pride Foundation, Jessica size or sector, from annual fundraising to campaigns.
Case, Medina Foundation, and Kim Vu, Bank of America

Let’s demystify the funder/grant seeker relationship.


Why Most Nonprofits Fall Short of Their
Let’s talk about what is frustrating about funders’ Goals and What You Can Do about It
grant applications and processes and what funders Session #4: 3:30 – 4:45 pm
wish grant seekers would say (or not say) in Presenters: Jim Shapiro, The Better Fundraising Co
applications. We will discuss specific questions to
ask and what information to share with potential Find a better way to do more good. You desire
funders. Hear from three grant makers on ideas and organizational and missional growth, but don’t have
examples of building relationships with foundations. a clear roadmap how to get there. Well, now you do.
Explore how to open up a dialog and get to know Let me guide you through a process of evaluating
a funder/organization, how to determine important your current situation, defining your growth targets
organizational measurements, what funders are and motivating your team to move in the direction in
looking for in new grantees, and how to build a long- order to achieve your goals. Learn how to align the
term relationship with funders. work of your board with the work of your staff and
volunteers. Discover the clarity you are looking for by
organizing your plan into the 3 key areas that matter
Making Your Case Work
most: Strategy, Leadership and Funding.
Session #3: 2:00 – 3:15 pm
Presenter: Anna Goren, Campbell & Company

Every organization needs a compelling case to


build a base of support and inspire transformational
giving. Identify some of the biggest challenges
organizations face in creating and actually using a
case for support. Discuss what it means to have one
cohesive case that works for different audiences and

Interact on Twitter: #WSNConf 19


The Doctor Is In
Washington Nonprofits’ business members are here to offer their expertise on a range of topics
today. Visit our expert’s corner in the main hall according to the schedule below, and stop by to
learn about last minute additions to the schedule.

Time Consultant Title


9:00am - 9:30am Mike Wilson Strategic Planning
9:30am - 10:00am Kimberly Bernier Strategic Planning: Readiness, Tool, and Tips
10:00am - 10:30am Margaret Meps Schulte Let's Get Visual!
Susan Burgess Nonprofit Lifecycles
1:30pm - 2:00pm Jim Shapiro Fundraising Questions
Anne Marie MacPherson Fundraising Including Campaigns
Randy Brinson Succession Planning
2:00pm - 2:30pm David Owen Hastings Mini Brand Assessment
Mark Root-Wiley WordPress & Nonprofit Websites
Kevin Klingbeil Data Collection and Data-Driven
Management Strategies
2:30pm - 3:00pm Carolyn Cohen Real-Time Learning: Evaluation Meets
Strategic Decision Making
Kari Dasher Fundraising (including campaigns), Interim
Leadership, Succession Planning/Strategy,
and Board Development and Governance
Matt Ward-Steinman Getting Started with Data and Data Science
3:00pm - 3:30pm
3:30pm - 4:00pm Linda Hall Organizational Transitions, Interim Leadership,
Executive Search, and Governance
4:00pm - 4:30pm

Freshen Up Your Look!


Our conference photographer, Andy McIntyre, will be available in the afternoon to take free
professional head shots for conference attendees. A limited number of slots will be offered on a
first come, first served basis—sign up in the morning at our book sales table in the lobby. You will
receive your photos digitally within a month after the conference.

20 24th Annual Washington State Nonprofit Conference


Moving from Reflection to Action
Session 1:
Name one take away:

What one action will you take?

Who will help you or play a role in this action?

What do you need to share with your team when you get back to the office?

Session 2 – Table Talks:


Name one take away:

What one action will you take?

Who will help you or play a role in this action?

What do you need to share with your team when you get back to the office?

Session 3:
Name one take away:

What one action will you take?

Who will help you or play a role in this action?

What do you need to share with your team when you get back to the office?

Session 4:
Name one take away:

What one action will you take?

Who will help you or play a role in this action?

What do you need to share with your team when you get back to the office?

Interact on Twitter: #WSNConf 21


You are making sure your community is
Washington strong and healthy. Who has your back?
Washington Nonprofits makes sure you have
Nonprofits what you need to succeed. We are the state
association for all nonprofits in Washington.

Learning opportunities
include:
• Workshops across
Washington
• Webinars
• Conference Calls
• Conferences

Benefits extend to board,


staff, and key volunteers:
• Expand your knowledge
• Connect with other
nonprofits
• Influence public policy
• Stay on top of trends
• Save money on products
and services

Four reasons to join:

LEARN INFLUENCE SAVE CONNECT


You will be better Your voice will be Members receive Our members are part
prepared to achieve your amplified when you join a discounts on goods and of the National Council
mission by participating community of nonprofits services ranging from of Nonprofits, the
in our high quality, lifting our shared voice copies to website design nation’s largest nonprofit
action-focused learning to strengthen our sector. to donor databases. Visit network. They regularly
events, many of which You’ll have a place at the our website for details. attend local Nonprofit
are free. Learn about table as we advocate Network meetings.
effective boards, finance, for better public policy,
nonprofit law, advocacy, including a supportive
and fundraising with us environment for
and colleagues across nonprofits.
the state.

Become a member today! Join online at: washingtonnonprofits.org


For more information, please call or write: (855) 299-2922, [email protected]
22
Thank You
This conference would not have been possible without the support of many individuals who provided advice
and volunteered their time. We appreciate the help from many students, room hosts, and other volunteers
who contributed to this day. Special thanks to Nell Brewer, conference coordination intern, and Abby
Crossen, Sound Planning. Thanks to Tilth Alliance for bringing a beautiful bit of the outside in by donating our
table centerpieces.

Washington Nonprofits – Staff


We work on your behalf every day. Please let us know how we can help!

Laura Pierce, Executive Director, [email protected]


Nancy Bacon, Director of Learning & Engagement, [email protected]
David Streeter, Director of Public Policy & Advocacy, [email protected]
Tom Lang, Learning Manager, [email protected]
JoAnn Crabtree, Data Manager, [email protected]
Julia Hunter, Membership & Administrative Coordinator, [email protected]
Marisol Morales, Learning Coordinator, [email protected]

Phone: 855-299-2922
www.washingtonnonprofits.org

Washington Nonprofits Board


Thanks to these leaders for their vision and commitment to strengthening Washington’s
nonprofit sector.

Lawson Knight, Walla Walla (President)


Terrie Ashby-Scott, Washington State Opportunity Scholarship, Spokane (Vice President)
Sandy Gill, Northwest Nonprofit Resources, Spokane (Treasurer)
Sheri Emerson, Opportunity Council, Bellingham (Secretary)
Judy Andrews, Apex Law Group, Seattle
Laura Armstrong, La Casa Hogar, Yakima
Tina Flores-McCleese, Clarity, Port Townsend
Marty Kooistra, Housing Development Consortium of King County, Seattle
Erick Seelbach, Pierce County AIDS Foundation, Tacoma
Rhona Sen Hoss, Vancouver
Trudy Soucoup, Homes First, Lacey
Nancy Yamamoto, City of Seattle, Seattle

Interact on Twitter: #WSNConf 23


Your Opinion Matters
At Washington Nonprofits, everything we do is for our
members. That's why your feedback is critical to our
mission and our community.

After the conference, please take a few minutes to fill out


the post-conference survey and let us know your thoughts.
As part of our commitment to keeping this conference green,
our survey is completely online.

Just take a photo of the QR code below with your phone


and wait for a few moments. A link should pop up
directing you to the survey.

If that didn't work, head right to the


survey using the URL:
www.surveymonkey.com/r/WSNC2018

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