Workshops & Speakers
Wednesday, September 27
Telling Your Story Pre-Conference Training Make-Up Session (9:30 AM - 12:00 PM)
Session Description: The Community Resource Center and Anschutz Family Foundation provide these critical training sessions across the host region prior to the three-day conference. The training sessions are geared to help local organizations and agencies understand how to position their nonprofit to compete with Front Range entities, how to use Philanthropy Days to their best advantage, and how to increase their capacity to compete for grants. We include these trainings in your registration fee, and the training is certain to maximize your organization’s exposure to the right funders at RPD. This three hour workshop is designed to engage both veteran fundraisers and newcomers to the nonprofit world. Come be inspired, and get prepared to make the most of your Rural Philanthropy Days experience. This makeup session is available to any conference registrants that did not attend a previously hosted session.
Pre-conference trainings are required for first-time RPD attendees.
Northwest Regional Town Hall (2:00 - 4:00 PM)
Session Description: Begin the 2017 Northwest RPD conference with an energizing, collaborative conversation about the nonprofit sector in Grand, Jackson, Moffat, Rio Blanco and Routt counties. These facilitated, small group dialogues will bring together nonprofit professionals, community leaders, and funders to network and create a collective message of the strengths of the sector and key opportunities for collaboration. Participants will leave feeling motivated and ready to take full advantage of the RPD conference and leverage their knowledge and passion to establish new partnerships and discover key opportunities.
Thursday, September 28
Capacity Building Workshops 9:00 – 11:00 AM
Linking Community for Long-Term Social Change
Session Description: Based on the expressed interest from Community partners to work more collaboratively, this workshop will bring to light community assets and challenges specific to Northwest Colorado based on the 2013 Regional Listening Tour as well as other community needs assessment data. In addition to sharing strengths and opportunities, participants will be exposed to collaboration frameworks, including Collective Impact, to truly move the needle on regional issues such as housing, mental health, and early childhood success. Together, we will examine the Collective Impact model and other Collaboration Frameworks, including best practices, core elements for success, case studies of exceptional projects in Rural Colorado, and next steps to move work forward in your community. This workshop will provide the space for communities to surface issues impacting the health and well-being of residents and practice identifying common themes, discuss root cause analysis and best practices for authentically engaging community. Understanding unique approaches to community-wide, systematic change is integral knowledge for community leaders, executive directors, and public officials. The elements of successful collaboration and examples of how to best to measure collaboration will also be shared.
Stephanie Monahan is known for her expertise in cross-sector partnership building and comprehensive systems work. She has experience working with community stakeholders to implement evidence based approaches at the community level to inform and drive change at the statewide level. She has facilitated numerous collaborative processes, linking diverse perspectives into cohesive approaches designed to achieve desired results. Previously, Stephanie worked at The Civic Canopy supporting organizations and communities with collective impact approach for change. She now serves as the Regional Health Connector for Northwest Colorado bringing together clinical providers with community services to improve the overall health for the whole community.
Purpose and Pride: How a Reinvigorated Brand Strengthens Strategy and Stakeholder Engagement
Session Description: This workshop is focused on branding for non-profits, and the unique challenges and opportunities non-profits experience in the process of creating or refreshing a brand. You will learn how to create meaningful and lasting connections with a wide variety of audiences by building a branding process around authentic stakeholder engagement. Leaders from Lake County School District will share concrete examples of branding that supports effective outreach to diverse audiences. You will learn how to structure a branding process that builds engagement among the array of stakeholders connected to your mission, and inspires passionate support for your value and vision–increasing awareness, supporting fundraising, and helping you achieve your most ambitious goals.
Kate Bartlett serves as CFO for Lake County School District in Leadville. Kate has worked for the district for five years in a variety of capacities, including directing the district’s Head Start program prior to becoming the CFO. Prior to joining LCSD, Kate worked in independent schools in admissions, development and program leadership. Kate has served on numerous non-profit boards, including the High Mountain Institute, Lake County Community Park Committee, Full Circle of Lake County, Lake County Community Fund and the Climax Community Investment Fund. She holds a BA from Amherst College and an MBA from the University of Denver.
Marissa Ferrari is Principal of Springboard Communications, a strategic communications firm that helps educators achieve their most ambitious goals. Springboard’s approach to branding results in positioning that creates deep and lasting connections with a wide variety of stakeholders. Even more, the brands we develop inspire educators themselves to see their own work and value with a renewed sense of purpose and pride. As these connections to the work are strengthened, so is the commitment to success for every child. In this way, we are honored to support a critical strategic lever for equity and excellence in education.
Focusing Your Evaluation
Session Description: So you want to do an evaluation, but don’t know where to start? There are two critical things you have to know before you start any evaluation: (1) what is your program?, and (2) what do you want to know? In this interactive session, you will learn how to focus your evaluation by defining your program and developing key evaluation questions that get at what you really want to know. Both of these will help define the scope of your evaluation. You will learn how to develop and prioritize key evaluation questions based on your program definition, how to work key evaluation questions, and how to ensure key stakeholders are engaged in the evaluation design. We will cover both the process for identifying topics for key evaluation questions and tips for writing high-quality questions. The intended audience is anyone looking to start – or improve – their organization’s evaluation strategy and activities. Participants will be guided through interactive activities to help practice and hone their skills.
Laura Sundstrom is an Evaluator at Vantage Evaluation, where she helps build evaluation capacity among Colorado’s nonprofits. Laura has over five years of experience in the nonprofit and evaluation fields. Prior to joining Vantage Evaluation, Laura was an Evaluation Associate with the Curtis Center Program Evaluation Group at the University of Michigan, where she led community-based evaluation projects and trained graduate students. Laura also served as the Development Coordinator at Girls Group, a Michigan-based nonprofit. Laura holds a B.A. in Women’s Studies from Beloit College and a Master’s of Social Work for the University of Michigan.
Collective Impact: A Framework for Transformative Community Change
Session Description: This workshop will introduce and explore the methodology/ framework of collective impact and its power as a tool for transformative change in communities.
Shiloh Turner is the president of Executive Philathropy Advisors, LLC. and is a national thought leader in collective impact. She has twenty years of experience in philanthropy, serving most recently as the Vice President for Community Investment at the Greater Cincinnati Foundation, where she was responsible for all facets of the Foundation’s charitable investment in its eight-county service area, including community leadership initiatives and grantmaking partnerships. She has experience developing policies and programs that effectively evaluate and address community needs, promote responsible philanthropy and facilitate positive community change.
Effective Data Management to Attract More Funding and Grow Operational Capacity
Session Description: This session reviews the best ways to manage your data to increase donations and expand your operational capacity. With the tools we’ll demonstrate, you can segment your donors for targeted campaigns, measure the positive impact you’re having on those you serve and easily provide reports to your board and governing agencies. Providing your staff and board members with critical operational data at their fingertips helps your organization increase funding, build capacity and identify ways to improve your services. This session will review various options for managing your data, ranging from desktop tools to cloud-based solutions. We will discuss and demonstrate ways to track details about your services, donors, clients, volunteers and key performance indicators (KPIs). Whether you’re a technology newbie, a spreadsheet master or a database designer, this session will demonstrate new possibilities to improve your services and attract more funding.
Ken Tallman has helped many organizations organize and manage information to improve their effectiveness. He leverages his high-tech background and business acumen to introduce business people to technology, and shows how that technology can be used to fuel their growth. He spent 15 years working in Silicon Valley for industry leaders such as Salesforce.com and Sun Microsystems before moving his family to Durango, CO, where he focuses on helping nonprofits be more successful. Ken is on the board of The Liberty School, a nonprofit for kids with dyslexia, and is a Certified Salesforce.com Administrator.
State and Federal Policy Issues Impacting Nonprofits
Session Description: Congress and Colorado’s Legislature make decisions on many policies that impact the nonprofit sector and the people we serve, such as tax incentives for charitable giving, nonprofit nonpartisanship, government spending, health care, housing and immigration. Colorado’s constitution also gives voters a unique role to determine state revenue issues. As trusted, community-based organizations, nonprofits can and should influence these decisions. This workshop will discuss current policy proposals and steps you can take to voice your views.
Renny Fagan is the President and CEO of Colorado Nonprofit Association. With 1,300 member nonprofit organizations statewide, the Association provides knowledge resources and advocates for the entire nonprofit sector. Renny is a former state legislator, director Colorado Department of Revenue, deputy attorney general, and state director for U.S. Senator Ken Salazar. He serves on Colorado Commission on Higher Education, and the boards of National Council of Nonprofits (chair), Mile High United Way, Colorado Channel Authority and Metro Denver Leadership Foundation. A Colorado native, he earned a bachelor’s degree from the University of Chicago and a J.D. from Northwestern University.
Inclusivity and Equity Throughout Your Organization
Session Description: A group of funders discuss their involvement in Colorado Funders for Inclusiveness and Equity (COFIE). This voluntary group of local funders have in common an interest in advancing and promoting inclusiveness and equity. The group believes in building on best practices to increase the effectiveness of philanthropy. Come and learn what this means for grant making and tips for transforming your organization toward more equitable and inclusive practices.
Living a Life of Joy
Session Description: This workshop will combine exercise and shared ideas on being happy and will explore the audacious idea of never having another bad day. Patch discusses how to discover the incredible thrill of choosing to live every day with joy. The focus of this workshop is life as a choice.
Patch Adams is a medical doctor, clown and founder of the Gesundheit Institute. His work was made famous by the 1998 movie featuring the late Robin Williams. Adams believes that laughter, joy and creativity are integral parts of the healing process. He and his colleagues have practiced health care focused on mutual trust between providers and patients for 43 years.
Capacity Building Workshops 1:30 – 3:00 PM
Transform Your Business Model with Social Enterprise
Session Description: Nonprofits are inherently built to generate revenue through work that creates social good. However, models for revenue generation including earned income and social enterprise create opportunities for nonprofits to take their ideas and assets to the next stage. This session will introduce the basics of social enterprise: what it is, what it isn’t, and what it takes to be successful in this exciting arena.
Maria Fabula, President and CEO of Community Resource Center, brings more than 17 years of experience in nonprofit management, fund development, volunteer engagement, collaboration and business development. Maria has extensive experience delivering training and consulting services to increase nonprofit capacity. Maria earned a B.A. in Political Science from the University of California at San Diego and has spent a majority of her career connecting government agencies, nonprofit organizations and private enterprises to improve community. Her experience includes leadership positions with the Nonprofit Support Center, the Junior Statesmen Foundation and the California State Senate.
Whoever tells Their Story Best Wins
Session Description: Facebook, TV, YouTube, radio, Linkedin, outdoor billboards, video pre-roll ads, online banner ads, Instagram and texting. How do you integrate all of these into a comprehensive and cost effective media campaign? Frank Swoboda discusses the importance of integrating media to enhance your brand in today’s competitive and changing world. Frank shares concrete examples from campaigns he has successfully created for brands like Steamboat STARS, Yampa Valley Tire Pros, Fox Construction, Old Town Hot Springs, Gonzaga University, FICO Scores, Yampa Valley Medical and MWH Global, using integrated media to grow both brand awareness and the bottom line. He will discuss the importance of designing an authentic story, the necessary elements involved in creating a series of video stories that build on each other to develop relationships with the viewers. Frank shares how to take advantage of the multitude of mediums available at our fingertips today; and how they compliment each other to reach their intended target audiences, whether they’re viewing it on their Smart TV, laptop, tablet or phone…because the brands that tell their story best always win.
Frank Swoboda, Corner Booth’s founder, creative director, writer, producer and media consultant, brings a wealth of talent and experience to every project. Frank wrote and produced the feature film The Basket, Movie Guide’s Family Film of the Year in 2000. With over 26 years of experience in marketing, advertising, communications and entertainment, Frank is also an accomplished commercial director and his on set direction and interviewing skills are second to none. Frank’s award shelf includes a National Addy and a Best of Show at Show West, among numerous honors. Frank has worked in 12 countries, in over 40 U.S. states.
Clint Mason joined Corner Booth Media full-time in April 2016 after a year and a half as a full time video editor. A technical mindset paired with exceptional storytelling skills makes Clint an invaluable editor and videographer. Clint is also skilled in social media strategy & placement, his programmer knowledge and deep understanding of online analytics enhances his perspective. You’ll typically find him exploring the northwest on his road bike, looking at the latest software and camera updates or building a computer from scratch.
The Case for Youth Engagement
Session Description: Community leaders know that their future is directly tied to young people being engaged in creating that future, but often it is a real struggle to get busy youth involved, and then in activities that will result in tangible opportunities for them to stay or return to their communities. With over 25 years of experience beginning with coming back home himself as a young man with his young bride from L.A., Craig Schroeder encourages an integrated approach that incorporates entrepreneurship education and career development, community service and leadership opportunities with youth, and adult mentoring and community investment in youth enterprises. These three elements are incorporated into a flexible Youth Engagement Framework that responds to local priorities and resources. In this session, Craig will make the case for youth engagement as a vital economic development priority, and will share strategies and success stories that participants may apply right away in their work back home!
Craig Schroeder has committed his career to helping youth in rural communities create more prosperous futures; working as a local economic developer, rural telecommunications policy leader, Executive Director of the Nebraska Rural Development Commission, Senior Fellow with the Center for Rural Entrepreneurship, and President of the Heartland Center for Leadership Development. Craig’s work extends across 47 states, including Colorado, involving well over 40,000 youth, and in Canada, Australia and Russia, helping community leaders, educators and economic development professionals implement effective youth engagement, workforce development and entrepreneurship strategies.
Reviewing and Understanding Nonprofit Financials
Session Description: Are you a bit confused when you look at your nonprofit’s financials? Would you like to have a better understanding of the financial reports discussed during your board meetings or with funders? This is a session for anyone who is not sure of or wants a refresher on how to interpret basic nonprofit financial statements.
Karen O’Connor, Finance Director at Yampa Valley Community Foundation
Volunteer Engagement Essentials
Session Description: This workshop will explore the fundamentals of creating and running an effective, professional and sustainable volunteer program including: identifying potential volunteer roles, determining appropriate intake and training processes, managing volunteer assignments and retaining your vital volunteers.
Traci Lato-Smith, a Certified Volunteer Administrator, has spent her career developing systems for engaging volunteers to support mission-focused work. Traci has created vibrant volunteer programs for organizations in the fields of social justice, senior advocacy and education, and consults on building infrastructure for effective volunteer programs across all sectors.
Leading Community Change
Session Description: The challenges facing our communities are complex, and nonprofits are trusted messengers and leaders in addressing those challenges. Advocating for our missions and communities is a powerful way that our organizations can cut across political lines and create lasting and impactful change. This session will demystify advocacy, clarify the rules and regulations, and introduce some of the direct and meaningful ways our sector can influence and shape outcomes in the long-term.
Emily Shamsid-Deen has worked in the nonprofit sector for over 13 years. She has worked in HIV/AIDS education and prevention as a direct service provider, managed a statewide training program supporting domestic violence organizations, and ran a statewide leadership development program for those advancing social justice issues in Colorado. She was an Adjunct Faculty at Denver University in the Graduate School of Social Work teaching social welfare policy analysis and practice. Emily holds a BA in Political Science and Black Studies from Colorado College and a Master’s Degree in Nonprofit Management from Regis University with an emphasis in Program Management.
Impact Investing and Rural Communities
Session Description: This workshop will highlight how nonprofits, for profits, social ventures, and projects can connect with funders in creative ways through impact investing. The presentation will include a high-level overview of impact investing and will feature case-studies to illustrate how impact investing can work for nonprofits in rural Colorado. The session will also introduce the concept of impact investing giving circles, to demonstrate how nonprofits and foundations can help philanthropists leverage their capital for maximum impact.
Dr. Stephanie Gripne is an academic entrepreneur, philanthropic advisor, researcher, educator, and the creative force behind the Impact Finance Center. Stephanie founded the Impact Finance Center in 2012, a partnership between University of Denver Daniels College of Business and Rockefeller Philanthropy Advisors—Sustainable Endowment Institute. The Impact Finance Center, a national impact investing think-do tank, produces rigorous and relevant research, educates, and develops transactions in the area impact investing and philanthropy. Dr. Gripne and her research team are currently interviewing over 100 foundations as part of a groundbreaking research project on program related investments and mission related investments.
Capital Project Success Can Be Yours
Session Description: Join us to learn more about how to bring your capital vision to life! Gain tangible insights as Rocky Mountain Youth Corps executive director, Gretchen Van De Carr, describes how their headquarters project went from dream to reality. Also learn what funders look for in a capital project and how to best present your case for support.
Capacity Building Workshops 3:30 – 4:30 PM
Donor Retention: Strategies for Keeping Your Donors Engaged
Session Description: Donor attrition costs our organizations billions of dollars and effort. It suffocates the other mission-related work we’re trying to do. It undermines the sector as a whole. Many fundraisers accept low donor retention as a fact of life. We don’t! With all of the new donors coming to you via events like Colorado Gives Day, how can you work to retain them and minimize barriers to continually engage your donors.
Dana Rinderknecht joined the Community First Foundation staff in December 2007 and serves the organization as its director of online giving. After she joined Community First Foundation, she helped launch ColoradoGives.org, a year-round, online giving website featuring more than 2,100 Colorado nonprofit organizations. Three years later, she was the driving force behind the introduction of Colorado Gives Day, the state’s largest online giving day. Through these two programs, more than $200 million has been raised online for Colorado nonprofits.
Cut Through the Noise and Find Your Branding Voice
Session Description: Join this session for real talk about change management as it applies to website, brand and social strategy. She will be sharing the unique and innovative strategy she created for email marketing during Colorado Gives Day, which returned big results. It is time to talk metrics, strategy, and getting things done.
Maureen Pacheco leads the Reach Out and Read Colorado comm department, where every work day is strategic, creative and busy. Her passion for innovation and meaningful results provides a solid foundation for offering fresh perspectives. She values data-driven decision making and enjoys the career diversity associated with working the non-profit life. Maureen loves a good brainstorming session, craft beer, great coffee and positive change. She holds a Bachelor’s degree in History from the University of California at Davis, and a Master’s degree in International and Intercultural Communication from the University of Denver.
Meredith Hintze began her tenure with Reach Out and Read Colorado as Program Coordinator in 2009 and has grown with and helped to shape the organization. Since she joined the organization, she has helped to increase Reach Out and Read Colorado’s presence from 128 clinics to 300 clinics; increase reach from 42 counties to 62 counties; as well as, increase the number of children Reach Out and Read Colorado serves from 80,000 to 110,000. She was named Executive Director in June 2016, bringing a wealth of experience, programmatic innovation and a track record of results.
Grantwriting for Rural Nonprofits
Session Description: Learn what funders expect when they see your grant proposal and gain confidence in your applications. This session will explore best practices for building relationships before, during and after the grant is turned in. We’ll review the Common Grant Application and discuss tips and tricks for a compelling and powerful proposal.
Rebecca Gorrell, Director of Education and Leadership Development at Community Resource Center, brings more than 15 years of experience in nonprofit management, advocacy, fund development, and community engagement. Most recently, Rebecca served as the Executive Director of the Colorado Participation Project, leading efforts to equip and activate nonprofits in civic engagement and advocacy. She has trained and built the capacity of nonprofits across the country and is a contributor to the Colorado Nonprofit Association’s Principles & Practices for Nonprofit Excellence. Rebecca holds a Bachelor of Arts and a Masters of Nonprofit Management from Regis University.
Spanning the Peaks of Strategic Planning and Fundraising
Session Description: Scaling the peaks of strategic planning and fundraising are not two separate sequential endeavors, but one combined adventure. Learn how to take your major donors on a planning journey that inspires their imagination and ignites their passion for your organization. The peak you scale together will take your mission to new heights and elevate your entire fundraising function. This interactive session will provide many real life examples of organizations who have successfully taken their major donors on a transformational planning adventure. Nonprofit leaders have an essential role as trek masters leading the journey and will learn the secret path that great fundraising organizations travel. This is a fast-paced expedition leading to a great destination. Grab a friend and come along!
Mark Holdt, Principal Owner of Mountain Sage Consulting, provides leadership, planning and financial solutions for nonprofit organizations. He specializes in board development, strategic planning, finance and fundraising. With over 30 years of experience, Mark has a proven track record of enabling organizations to reach new heights and raise record levels of new resources, which is a testimony to his ability to generate solutions that work.
P3 Public and Private Partnerships: Nonprofits Working with Local Government
Session Description: Colorado’s rural communities are filled with good intentions. The non-profits have their missions. The municipality and the county (hopefully) have comprehensive plans. The economic development group, housing authority, school district, chamber of commerce, business owners, developers, and all of the other partners may have some planned objectives as well. So how do we form public-private partnerships? Join us as we discuss ways to find the intersection of community goals and the synergy yo make lasting and fruitful partnerships.
Employee Wellness Strategies
Session Description: The Colorado Health Foundation shares a variety of strategies from built environment, policies and other resources to support the best health for all employees. Come and learn leading edge strategies and ones you can implement right away.
Maria Hannon has over 16 years as a Human Resource professional and serves as the Senior Director of Human Resources of Colorado Health Foundation. Prior to joining the Foundation, Maria was a counselor working with women and families, she blends her background in counseling with her many responsibilities to the employees at the Foundation. She believes an organization is only at its best through its people. Maria has built her career around mission-driven organizations with which she personally connects. It’s why she joined the Foundation in 2014 and also why she takes an innovative approach to empowering the employees. She has a silly side, too. (“Oh, why not?” she says.) This people person is driven by all the wonderful and weird things that make us unique and human. Maria has a bachelor’s degree in Family and Environmental Resources and Psychology from Northwest Missouri State University and certifications in Professional Mediation, Senior Professional Resources (SPHR) and Society for Human Resources Management Senior Certified Professional (SHRM-SCP).
Community Heart & Soul: Nonprofits and Funders Working Together for Community Driven Change
Session Description: Participants will experience a method to catalyze positive change in small cities and towns. Community organizations will learn how Heart & Soul leads to increased collaboration and highly competitive funding proposals. Funders will hear about the benefit of a community that knows what it wants for the future and how to get there. Instead of each nonprofit having many grant requests, imagine the whole town knows what they are working toward and nonprofits group together to seek funding for systems-wide change? Funders, let’s say you address community issues like hungry children and families. How do you know that’s the issue the community wants to tackle? With Heart & Soul, the community can organize and define their future and take action, and perhaps even in ways that don’t require funding.
Alece Montez-Griego is the Director of Programs at the Orton Family Foundation. Alece has been a Planning Director and Economic Development Director and has also done planning for the Air Force. She has a bachelor’s degree in Environmental Design and a master’s in Public Administration. She’s won honors from the American Planning Association, International Association for Public Participation, Colorado Department of Local Affairs, and the Air Force Center for Environmental Excellence. She’s a board member of Professionals Learning About Community Equity and Smart Growth, Colorado Association of Funder’s, and The Funders Network with national funders.
Alexis Halbert joined Orton from Paonia, Colorado where she was immersed in small-town life, serving as Project Coordinator the North Fork Valley Heart & Soul effort. While living on the Western Slope, Alexis worked as Associate Publisher at High Country News, served as the Chamber of Commerce President, and volunteered as a board member for the Colorado Renewable Energy Society. Her hometown is Winnetka, Illinois (pop. 12,400). Alexis received her bachelor’s degree from the University of Michigan in Globalization and Natural Resource Management, and holds a certification in Project Management from San Francisco State University.
Gary W. Wilson knows firsthand the assets and capacity of small cities and towns to make great things happen once they have discovered their emotional connection to the place they call home. He is proudly from a family that has farmed in Ohio for generations. Gary is Professor Emeritus, Ohio State University Extension, a retired Agriculture County Agriculture Extension Agent, a sales representative for Pioneer Seeds, and a board member of the Findlay-Hancock County Community Foundation. With changes in the way they funded, the Foundation is helping rural towns in their service area to do Heart & Soul.