![Education 42
Session IV | Friday, April 30, 9:00-10:00am
Assessing Impact for Investing Public Funds in Social Innovative Models for Scaling Social Enterprise
Enterprise Location: Pacific L/M Track: Models & Strategies
Location: Seacliff A/B Track: Policy & Advocacy
What does ‘scale’ really mean? Is it all about size, or are there
Social enterprise is receiving increasing attention from other dimensions that can facilitate scaling a high performing
government as a solution to our most pressing social solution? This panel will explore some of the latest thinking
problems. This session will discuss the latest thinking for how and examples of social enterprises scaling.
government entities can assess social impact for making
Presented by: Klaus Hertrampf, Lebenswelten Social Firms;
investments in social enterprise. Melissa Richer, The Ayllu Initiative; Alistair Wilson, School of Social
Presented by: Tom Triplett, Former Commissioner of Finance, State Entrepreneurs & Erin Worsham, Duke University Center for the
of Minnesota; Marcus Weiss, Economic Development Assistance Advancement of Social Entrepreneurship
Consortium & Jessica Wilson, Carnegie Mellon University [invited:
Marta Urquilla] Kitchens With Mission - How to Document and Share a
Successful Social Enterprise Model
Burning a Hole in the Fog - Shedding Light on the Avant-
Location: Pacific N/O Track: Communications & Storytelling
garde Legal Structures for Social Enterprises
Location: Bayview B Track: Investment & “Kitchens With Mission” - a network of foodservice operators
providing hands-on training for individuals facing barriers
Finance You have read about and heard about different
to employment. Established programs collaborate on best
legal structures for for-profit social emprises, including
practices, corporate sponsorship and measuring national
L3C’s, B Corporations, Flexible Purpose Corporations, For-
impact; while emerging kitchens follow a prescribed path
benefit corporations, and, in the United Kingdom, the CIC.
to success and benefit from shared lessons learned. Learn
You have attended panels that discuss the L3C and the B
more about this exciting new network, our five-year goals and
Corporation. This panel will consider some of the similarities
immediate relevance.
and differences and the relative strengths and weaknesses of
each of these forms, from the legal perspective. Presented by: David Carleton & Dan Escobar, FareStart/Kitchens with
Mission; Gregg Johnson, FareStart Board Member/NPower; Janet
Presented by: Rob Wexler, Adler & Colvin Gorence Davas, Liberty’s Kitchen
“Coming Up For Air” How to Work Smarter, Not Harder, to Social Enterprise Angels Forum
Advance Your Organization Location: Seacliff D Track: Investment & Finance
Location: Marina Track: Leadership Development & Education Three social enterprises will deliver five to eight minute
Are you constantly in a race against the clock? Too much to presentations for a panel of social investors, who will then
do, not enough time? In this session you will learn tips for pose questions and provide feedback. Audience members
escaping the “Ready, Fire, Aim” cycle; guidance on separating will act as observers.
the minutiae from the mission; tools for evaluating challenges,
opportunities and priorities; and case discussions where Social Enterprises in Africa
working smarter made the difference. Location:Seacliff C Track: Models & Strategies
Presented by: Catherine Markman, Global Brigades Economies in Africa have unique challenges and opportunities
that are giving rise to their own kind of social enterprise. Learn
Design and Test Your Business Model Before You Plan about some examples in this session and the tremendous
Your Business potential for bottom of the pyramid ventures.
Location: Bayview A Track: Models & Strategies
Presented by: Cecilia Appianim, Kuapa Kokoo; Saul Garlick, Think
This workshop will focus on practical ways to test your Impact; Niki Lagos, Divine Chocolate USA; Susan Steinman, Centre for
business model. Many sources of information are available Social Entrepreneurship, University of Johannesburg, South Africa
to help social entrepreneurs develop a business plan. Yet
new businesses fail in spite of planning when the underlying
business model is unsound. This session will present a
systematic approach to devising a business model that
increases the likelihood of attaining sustainability.
Presented by: Jean H. Robinson, JHR Resources](https://image.slidesharecdn.com/stanfordsummitprogram-1291739349952-phpapp01/85/Stanford-University-Summit-Program-43-320.jpg)
Stanford University Summit Program
- 1. SAN FRANCISCO, CA APRIL 28-30, 2010 New APPROACH New eCONOMY Realizing the Potential of Social Enterprise
- 2. 1 Welcome to San Francisco and the Social Enterprise Summit! And welcome to this historic confluence of North For more than a decade, the Social Enterprise Summit American and international social enterprise. Three has been the nexus of the movement in the United years ago a global steering committee set out to stage States and Canada, a gathering place for the pioneers a series of international social enterprise forums rotating in the field. The Social Enterprise Alliance itself has through five different continents from 2008 through grown from a fledgling organization into the voice of 2012, and this year is our turn. We are honored to be the industry across 50 states and 10 provinces. More co-hosting the 11th Social Enterprise Summit and the 3rd than 5,000 people have attended our annual events Social Enterprise World Forum this year in San Francisco and participated in more than 500 plenary sessions and – and we are delighted that you are here to join us! workshops. The theme for this year’s expanded event is “New But our work has just begun. We’ve expanded our Approach, New Economy: Realizing the Potential of offerings this year to reflect the international nature of Social Enterprise” – and it’s appropriate for such an the industry, with numerous speakers from around the exciting time in the evolution of our field. As the current globe. And we’ve divided our breakout sessions into five and incoming Chairs of the Social Enterprise Alliance distinct tracks to provide the type of experiences you’ve Board of Directors, we find ourselves looking back at requested over the years. more than a decade of growth – and forward toward a boundless horizon. Social enterprise is no longer an Perhaps the most important part of this gathering is the isolated experiment: It has moved into the mainstream chance to meet like-minded social entrepreneurs from across the globe. For-profit and nonprofit social around the world. To celebrate our successes, learn enterprises are proliferating; the public sector is paying from each other (and from our failures), and renew our attention to our brand of social innovation; academic efforts to heal the world. Please take the time to use the institutions are offering courses and degree programs; networking opportunities we’ve built into the Summit to social investors are knocking at the door; the media has introduce yourself to as many of them as possible. Share enhanced its coverage; and a rising generation of young confidences. Forge alliances. Build the eco-systems we people is energizing the field. need to take the industry to scale during the second decade of the 21st century. None of you would be here unless you believed in your heart and soul that social enterprises can simultaneously So: Have fun, enjoy the city and cherish the camaraderie and successfully pursue social purpose and financial of your friends and allies. Then return to the trenches, viability. The social needs we are facing worldwide are fortified, and keep making this world a better place! not new, just more pressing than ever before, but the old models are not keeping pace. Traditional businesses do what they can through their efforts at corporate social responsibility, but they rarely address social needs through their products and services. Nonprofits struggle to survive, beset by a pincer movement of rising costs, diminishing resources, increased needs and a clamor for results. Public sector resources in even the wealthiest of countries are being strained by one economic crisis after another. But social enterprises offer new hope: They have proven to be one of the most promising ways to grapple with the challenges confronting our planet and its people, Jim Fruchterman, Bill Strathmann, whether it be a $400 million social enterprise in Chair (2008-2010) Chair (2010-2012) Bangladesh or a $30,000 social enterprise in Tulsa. You have been out there on the streets proving that it works — and many, many others are joining our ranks.
- 3. Strengthen Better communities world today. tomorrow. Citi is proud to support Social Enterprise Alliance’s 2010 Social Enterprise Summit. We commend Social Enterprise Alliance and its members for their commitment to helping build and revitalize communities. © 2010 Citigroup Inc. Citi and Arc Design is a registered service mark of Citigroup Inc. Citi never sleeps is a registered service mark of Citigroup Inc. 625757 Social Enterprise Alliance Ad.indd 1 3/19/10 1:10:15 PM
- 4. Thank You to Our Sponsors Acknowledgments 3 Social Enterprise + World Forum Summit Steering Committee Consortium Members Summit Partner Jerr Boschee, Anne Wunderli (Chair), Pine Street Inn Social Enterprise Alliance, USA Tom Triplett (Vice-Chair), David Brookes, Fieldstone Alliance Managing Director, Social Traders Gordon Floyd (past-Chair), Ethel Côté, Childrens Mental Health Ontario Canadian Centre for Community Renewal/Social Enterprise Council of Canada, Canada Rick Aubry, Summit Supporter Rubicon National Social Innovations Lee Davis, David LePage, NESsT, Central Europe Enterprising Nonprofits (Canada) Nicole Etchart, Gerry Higgins, NESsT South America CEIS (Scotland) Gerry Higgins, Daniel Stokes, CEIS, Scotland Fair Trade USA Peter Holbrook, Marc Spencer, UK Social Enterprise Coalition, UK (Host Committee liaison) Policy Track & Scholarships Claire Kearney, Juma Ventures Social Ventures Australia, (Australia) Summit Host Committee Marc Spencer (Chair), David Lepage, Juma Ventures Enterprising Nonprofits, Canada Antonio Aguilera, Jan Owen, CVE Inc. Executive Director, Social Ventures Australia Paul Lamb, Peter Stadler, ZeroDivide Director, Fachberatung für Arbeits- und Finance Track Firmenprojekte gGmbH Rob Wexler, Adler Colvin Susan Steinman, in partnership with the Orange University of Johannesburg, Jan Cohen, South Africa Consulting & Training for Nonprofits County Community Foundation Board Members C.J. Hayden, Wings for Business Jim Fruchterman, Chair Social Enterprise Showcase & Reception Benetech Jenny Kassan, Katovich Law Group Bill Strathmann, Vice Chair Network for Good Steve Hon, Buckelew Julann Jatczak, Secretary Wisconsin Women’s Business Initiative Corporation Shelley Norris-Alvarez, Buckelew General Support Kevin Lynch, Treasurer Summit Program Committee Rebuild Resources, Inc. Jack Glade (co-Chair), Keith Artin, Tutorial Center Triangle Residential Options for Substance Abusers, Inc. (“TROSA”) Sonia Pouyat (co-Chair), kidsLink Tony Deifell, KaBOOM! Cecily Jackson, Esq. Tamra Ryan, Gordon Floyd, Women’s Bean Project Thursday Plenary & Banquet Children’s Mental Health Ontario Suzanne Smith, Marc J. Lane, Social Impact Architects Marc J. Lane Wealth Group Norma Strachan, Kevin McQueen, Aspect Brody Weiser Burns Lisa Watson, Tim Robinson, Downtown Women’s Center UPS Social Enterprise Angels Forum Staff Jim Schorr, Vanderbilt University Jerr Boschee, Interim President/CEO Tom Triplett, Fieldstone Alliance Paulina Migalska, Community and Event Coordinator Anne Wunderli, Pine Street Inn Sarah Park, Communications Specialist Leadership Awards Committee Lorraine Grogan Media Partners Anne Wunderli, Pine Street Inn Global Account Executive, ConferenceDirect® Cynthia Russell, Krista Powell, Connecticut Housing Investment Fund Summit Registration Coordinator Caryn Capriccioso, Corinne Gray, interSector Partners, L3C Summit Marketing Specialist Drew Tulchin, Ronia Holmes, Social Enterprise Associates Summit Marketing Specialist David Carleton, Megan Murphy, FareStart/Kitchens with Missions Summit Marketing Specialist
- 5. Contents 4 1 | Welcome 3 | Acknowledgments 5 | Information 6 History of the Social Enterprise Alliance 7 Defining the Movement 8 Hotel Floorplan 9 Schedule 10 Exhibitors 12 | Networking Opportunities 13 Happenings at the Summit + Forum 13 Opening Showcase & Reception 13 Social Enterprise Alliance Membership Meeting 13 Chapter & Affinity Group Meetings 14 Summit + Forum Entertainment UPS is proud to support the 15 Dine Arounds Social Enterprise Alliance. 16 | Leadership Awards 21 | Education 22 Pre-Conference Workshops 23 Social Enterprise Tours 26 Succeeding at Social Enterprise, the new book from the Social Enterprise Alliance 27 Book Sales 30 Keynote Speakers 31 Plenary Panels 35 Social Enterprise Angels Forum 36 Session I 38 Session II 40 Session III 42 Session IV 44 Session V Stay current on all Summit + Forum happenings: Fan Page: Social Enterprise Alliance hashtags: #socent10 and #socent Group: Social Enterprise Alliance community.ups.com sea-alliance.blogspot.com © 2009 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved. Group: Social Enterprise Alliance
- 7. History of the Social Enterprise Alliance 6 In 1998, six nationally known advocates of social We see social enterprise as a primary engine for entrepreneurship convened a “gathering” in Colorado creating a more sustainable world that works to support Springs of people interested in the field. Innovators and all people, communities and the environment. leaders who previously had operated in isolation came together for the first time to discuss best practices, share Social enterprise has an important role to play in knowledge and advocate for a National agenda. At strategies for addressing a number of social and the 2nd National Gathering, attendees voted to create economic policy issues. an association to build support for the social enterprise approach, and the Social Enterprise Alliance (SEA) was SEA engages its community of established enterprises born. with a robust advocacy strategy to help policy-makers understand the importance of social enterprise as a tool Since its inception, SEA has served as North America’s for tackling key social challenges and to design relevant leading association for the field. Our members are policies and initiatives. motivated above all else to improve society using the tools of business. During our existence, we have SEA also enlists supporters within the field, including seen a radical positive shift in public interest in social funders, lenders, social capital investors, educators, entrepreneurship. researchers and technical assistance providers to engage in this vital agenda and to help us shape a Our ultimate vision is that one day, businesses created conducive business and political climate in support of to advance a social mission comprise a significant social enterprise. portion of the total number of businesses started and operated. help accelerate the transition to a more sustainable world. The Social Enterprise Alliance is building the largest community of organizations advancing social or environmental missions using business methods. join the movement Become an SEA member during the Summit and get 10% o . Be sure to sign up at the SEA exhibit table! After the Summitt, sign up at: www.se-alliance.org.
- 8. Defining the Movement 7 answering questions about social enterprises What is a social enterprise? Why do people launch social enterprises? A social enterprise is an organization or venture that Many nonprofit organizations see social enterprise achieves its primary social or environmental mission as a way to reduce their dependence on charitable using business methods. The social needs addressed by donations and grants while social enterprises and the business models they use are others view the business as diverse as human ingenuity. Social enterprises build a itself as the vehicle for more just, sustainable world by applying market-based social change. Whether Download a timeline of key strategies to today’s social problems. structured as nonprofits events in the evolution of the or for-profits, social social enterprise sector: What is the Social Enterprise Alliance? enterprises are simply www.se-alliance.org/ launched by social The Social Enterprise Alliance is the only member evolution.pdf entrepreneurs who want organization in North America to bring together the to improve the common diverse field of social enterprise. It serves as advocate good and solve a social for the field, hub of information and education, and problem in a new, more lasting builder of a vibrant and growing community of social and effective way than traditional approaches. They enterprises. are conceived and operated by visionary entrepreneurs who recognize potential where others may not see it Are all social enterprises nonprofits? and who apply discipline, pragmatism, courage and The social enterprise movement includes both nonprofits creativity to pursue their solution in spite of all obstacles, that use business models to pursue their mission and toward a world that is more abundant, secure and for-profits whose primary purposes are social. Social inclusive for all. mission is primary and fundamental; the organizational form depends on what will best advance the social mission. Your social enterprise needs a business plan. Where do “social entrepreneurs” fit in? You need Business Plan Pro. Social entrepreneurs are individuals who pursue opportunities to create pattern-breaking change in inequitable systems, whether through social enterprises Business Plan Pro® Social Enterprise Edition or other means. SOFTWARE FEATURES What about corporate social responsibility? More than 500 Sample Plans Over 8000 Industry Ratio Reports Many companies whose primary purpose is to create EasyPlan Wizard® value for ownership are also committed to adopting a Print to PDF, MS Office, or your printer wide range of socially and environmentally responsible Customized instructions while you write your plan practices in their operations. Because their social Built-in Spell Check, Search & Replace, Enhanced Text missions are not primary, they are not considered social Editing and more enterprises. Integrated financials for running “What-if?” scenarios Vista Compatible What are the kinds of business models that social enterprises use? Visit our exhibition table for a demo! Social enterprises use an array of business models SEA Members: $174 for the common good, including: retail, service and Regular: $199 manufacturing businesses that help people overcome Order online: www.se-alliance.org employment barriers; contracted providers of social and Or call: 877.886.0998 human services; fee-based consulting and research services; community development and financing operations; and even technology enterprises.
- 9. Hotel Floorplan 8 ATRIUM LEVEL San Francisco 5 Embarcadero Center San Francisco, CA 94111 Phone: 415.788.1234 Bay Level Atrium Board Room A Seacliff A/B Seacliff C Seacliff D Golden Gate Marina Bayview A STREET LEVEL Bayview B PACIFIC LEVEL Grand Foyer: REGISTRATION & EXHIBITS Market Street Foyer: NETWORKING AREA & EXHIBITS Regency A: SEA OFFICES Grand Ballroom Pacific B/C Pacific N/O Pacific L/M
- 10. Schedule 9 For complete details about every event please see our online program SeSSION TRACk keY i Investment & finance Booklet at: h t t p : / / w w w. s e - a l l i a n c e . o r g / s u m m i t _ 1 0 p r o g r a m . p d f m Models & Strategies progrAm SCHeduLe p Policy & Advocacy san Francisco, ca L Leadership development & education APRIL 28-30, 2010 C Communications & Storytelling Tuesday, april 27 1:00pm–5:30pm Finding Common Ground: Job Creation and/or L preview the new recruits documentary golden gate Job Training Social Enterprises* i social enterprise angels Forum Bayview B 12:00pm-6:00pm Social Enterprise World Forum Meeting* m the dc central kitchen growers consortium – a new way to Fish seacliFF d i tools for Financing social enterprises paciFic l/m Wednesday, april 28 * invitation only m using technology to scale: success stories in Bringing transparency to global value chains seacliFF c REGiSTRaTion dESk opEn 7:00am–7:00pm 9:00am–12:00pm Tour Package 1 — ashbury images, Global Exchange, 4:00pm–4:15pm transition time pedal Revolution 4:15pm–5:15pm Keynote SpeAKer: Chip Heath, co-author of switch: 10:00am–3:00pm Tour Package 2 — people’s Grocery, GRid alternatives, how to change things when change is hard grand Ballroom Brower Center, Rubicon Bakery 5:15pm–6:30pm Break 12:30pm–5:30pm Pre-conference Build Your Venture from the Mission Up! GoldEn GaTE 6:30pm–7:45pm BAnquet dinner & LeAderSHip AwArdS grand Ballroom 1:00pm–4:00pm Pre-conference are We Making a difference? 7:45pm–8:45pm pLenAry pAneL — shaping a new economy Exploring Social impact Measurement and Evaluation SEaCliFF C (what are we aiming for?) grand Ballroom 1:00pm–4:00pm Pre-conference is it Right For You? 8:45pm –11:30pm SoCiAL enterpriSe Summit pArty featuring “wake an introduction to Social Enterprise SEaCliFF d the dead,“ a celtic all-star grateful dead Jam Band Bayview a/B 1:00pm–4:00pm Tour Package 3 — Community Housing partnership , CVE, Mission pie, Treasure island (Toolworks) 1:00pm–4:00pm SEa Board Meeting BoaRd RooM a fRIdAY, APRIL 30 registration open 7:30am–1:00pm. exhiBits open 8:00am–4:00pm. 5:00pm–7:00pm Social EnTErPriSE ShowcaSE & rEcEPTion aTRiUM 7:30am–9:00am continental Breakfast grand Ballroom 7:00pm–12:00am Young professionals party offsite 7:30am–8:30am chapter and affinity group meetings grand Ballroom 7:00pm dine-arounds offsite 8:30am–9:00am membership meeting/networking grand Ballroom 9:00am–10:00am BReAkOUT SeSSIONS IV Thursday, april 29 p assessing impact for investing public Funds in social enterprise seacliFF a/B REGiSTRaTion opEn 7:00am–7:00pm. ExHiBiTS opEn 8:00am–4:30pm. i Burning a hole in the Fog – shedding light on the avant-garde 8:30am–9:45am Opening plenary Catalyzing the Field (How does the public legal structures for social enterprises Bayview B sector support social enterprise in the United kingdom, L “coming up For air” how to work smarter, not harder, to advance Canada and the United States?) GRand BallRooM your organization marina 9:45am–10:00am Transition Time m design and test your Business model Before you plan your Business Bayview a 10:00am–11:00am BreakOuT sessiOns i i innovative models for scaling social enterprise paciFic l/m c Building Buzz for Your Social Enterprise: low-Cost, High-impact C kitchens with mission – how to document and share a Marketing SEaCliFF a/B successful social enterprise model paciFic n/o i disruptive philanthropy: Empowering individuals & Crowds paCiFiC n/o i social enterprise angels Forum seacliFF d M localizing Enterprises internationally: How Context Matters in the m social enterprises in africa seacliFF c Replication and international Transfer of Social Enterprises GoldEn GaTE i social enterprise loan Funds expedite private Financing paciFic B/c P purposeful purchasing: new Market opportunities for Social Enterprise Through procurement BaYViEW a C stories from australian social enterprises: key learnings from the Journeys of practitioners golden gate i Recycling your Economic Model for new Growth SEaCliFF C 10:00am–10:30am transition time M Screening and Selection for Strategic Success paCiFiC l/M 10:30am–11:30am BReAkOUT SeSSIONS V i Social Enterprise angels Forum BaYViEW B L developing a career in social enterprise golden gate M Social Enterprise in Emerging Markets MaRina m seven strategic Blunders: why social enterprises Fail and M Think about it Early: legal and Tax Basics for Social Enterprise paCiFiC B/C entrepreneurial nonprofits stumble Bayview a l Transforming dreams into action: Young Social Entrepreneurs SEaCliFF d L social enterprise and corporate partnerships paciFic n/o 11:00am–11:30am Transition Time i social enterprise angels Forum seacliFF d 11:30am–12:30pm BreakOuT sessiOns ii m social enterprises in the middle east & north africa marina P Can You Hear Me now? influencing policymakers to Hear Your Call p state and local government efforts to support social enterprise for increased Support paCiFiC n/o & social innovation paciFic l/m l Good Board Governance – an aspect of Risk Management SEaCliFF d i sustainable impact investing exchanges paciFic B/c M Green Business, Worker Co-ops, anchor institutions, and C track and express your success using leading edge technology tools Bayview B Social Enterprise: the Cleveland Experience MaRina m where to Begin: the use of collaboration in social enterprise, M Growing Your Social Enterprise: Business planning BaYViEW a tools for complex environments seacliFF a/B c income & outcomes: innovative data Management, Metrics and m youth-based ventures from around the world seacliFF c Models for SE’s paCiFiC l/M 11:30am–12:00pm transition time M Recycling Ventures SEaCliFF C 12:00pm–1:00pm lunch grand Ballroom M Social Enterprise in South East asia GoldEn GaTE 1:00pm–1:45pm Keynote SpeAKer: dan pallotta (thinking different: how does i The l3C: Social Enterprise’s powerful, new Capital Formation Tool paCiFiC B/C the way we’ve been taught to think about charity and social i To profit or not to profit: Methods of assessing Financial change stand in the way of the causes we love?) grand Ballroom profitability of SE’s BaYViEW B 1:45pm–2:45pm pLenAry pAneL — thinking Bigger (what does “scaling” l What’s Hot & Why You Should Care: an ignite-Style overview of really mean?) grand Ballroom Hot Trends impacting Your Social Enterprise SEaCliFF a/B 2:45pm–3:00pm pASSing tHe BAton 4th social enterprise world Forum, south 12:30pm–1:30pm lunch/WOrld café aTRiUM africa; social enterprise summit 2011, chicago, il grand Ballroom 1:30pm–1:45pm Transition Time 3:00pm–3:30pm Break 1:45pm–2:45pm PlEnary PanEl – Engaging all Sectors (Can systems thinking 3:30pm–6:30pm sea Board meeting Board room a help us gain traction?) GRand BallRooM 3:30pm–6:00pm Tour Package 4 — glide memorial church, yo! 2:45pm–3:00pm Transition Time youth outlook, delancey street Foundation 3:00pm–4:00pm BreakOuT sessiOns iii 3:30pm–6:00pm Tour Package 5 — renaissance entrepreneurship center, M Build a Venture in 60 Minutes – Strategies for proof of Concept, reliatech, goodwill networking and Early Funding BaYViEW a 6:00pm Tour Package 6 — Baseball and social enterprise P Creating an Enabling policy Framework for Social Enterprise paCiFiC n/o l Entrepreneurial Thinking: it’s an organizational Cultural Thing SEaCliFF a/B SATURdAY, MAY 1 c Happily Ever after: The art of Cause Storytelling MaRina california sage competition oFFsite c Measuring Social Return on investment: a Case Study on seattle social enterprise visit program (may 1-4) oFFsite Using this Tool. paCiFiC B/C 2010Summit_MiniBroch_4.25x6-PREFERRED_edited.indd 2 4/8/10 8:16 AM
- 11. Exhibitor Spotlight 10 booths are open Thursday 29, 8am-4:30pm & Friday 30, 8am-4:00pm Stanford Social Innovation Review Nonprofits’ Insurance Alliance of California ssireview.org insurancefornonprofits.org SSIR is an award-winning journal for executives at The Nonprofits Insurance Alliance Group is composed of nonprofits, foundations, and socially responsible four distinct 501(c)(3) nonprofit organizations that provide businesses. Published by the Center for Social a broad range of reasonably priced liability insurance Innovation at the Stanford Graduate School of Business, coverages to other 501(c)(3) nonprofit organizations. The SSIR bridges theory and practice, providing innovative Group includes the Alliance of Nonprofits for Insurance, solutions to social problems. Risk Retention Group (ANI), and Nonprofits’ Insurance Alliance of California (NIAC). NIAC and ANI work FeelGood exclusively through insurance brokers. Please visit www. feelgoodworld.org insurancefornonprofits.org. FeelGood transforms students into life-long Changemakers. Our mission: End world hunger in Partners for Change, Inc our lifetime. Our process is simple: a grilled cheese partnersforchange.net sandwich. FeelGood empowers college students to run Partners for Change provides tools and solutions for non-profit Delis on their campuses, specializing in grilled nonprofits to build capacity and operate more effectively. cheese sandwiches. At these Delis, students develop the We are authorized distributors for a new, affordable skills necessary to run a business and initiate dialogue web-based application called TouchStone for Nonprofits. about hunger, and our responsibilities as global citizens. This innovative software provides all the knowledge, structure and system solutions necessary to build a IdeaEncore Network strong, efficient, and sustainable organization. Come ideaencore.com visit us and discover how to take your nonprofit “to the clouds”! IdeaEncore Network (www.ideaencore.com) is an online learning marketplace (like eBay or iTunes) for nonprofits, social enterprises and those who support them to share, Practice Pay Solutions sell, and buy all types and forms of practical knowledge practicepaysolutions.com and information assets— including ready-to-use tools, Practice Pay Solutions provides a complete suite templates, training content, policies, procedures and of ePayment and eCommerce tools to simplify plans and automate day-to-day business. Thousands of professionals accept credit cards, operate an online Meridian University cart and maintain a dynamic web presence with our MeridianUniversity.edu services and support. Through the latest technology and education, we fulfill your operational demands while Meridian University offers Bachelor’s Completion and ensuring the success and sustainability of your practice. Graduate Degree Programs that educate students www.practicepaysolutions.com to engage the professions of Psychology, Business, Education, and the Arts in creative and transformative ways. These degree programs provide a cumulative, RainWorks OmniMedia LLC emergent, and integrated curriculum, empowering rainworksomnimedia.com the student’s transformation both personally and RainWorks OmniMedia LLC is a producer of traveling professionally. Meridian offers its Bachelor’s, Master’s, museum exhibitions for science and natural history and Doctoral programs in two formats: Residential and museums, and events for the parent and teen markets. Hybrid learning format. This benefit company aims to make rain for girls literacy and clean water programs in Asia and Africa through its benefit recipients: Room To Read, CAMFED USA, water.org, Charity: Water and Action Aid. www. rainworksomnimedia.com
- 12. Exhibitor Spotlight continued 11 booths are open Thursday 29, 8am-4:30pm & Friday 30, 8am-4:00pm Rebuild Resources, Inc. The npEnterprise Forum rebuildresources.com npEnterprise.net Rebuild Resources produces a full line of custom npEnterprise is the official listserv partner of the Social apparel and branded promotional items such as Enterprise Alliance. With almost 7000 subscribers logoed t-shirts, polos, hats, tote bags, pens, mugs, flash worldwide, npEnterprise has become the leading online drives and awards. Our businesses provide transitional resource where nonprofit managers go to discuss and employment for people recovering from chemical learn more about earned income strategies. It has been dependency and serve as the economic engines which highlighted in major publications including the Chronicle sustain our growth. of Philanthropy and the Stanford Social Innovation Review. It is owned and operated by Rolfe Larson The Coaches Training Institute Associates (www.RolfeLarson.com); the moderators are thecoaches.com Rolfe Larson and Michael Whitehead-Bust. Changing People Changing Business Changing Lives... Care2 Engaging in powerful conversations, creating care2.com alignments, and working in collaboration to inspire staff With over 12 million members, Care2 is the largest and grantees are cornerstones to CTI’s groundbreaking online social network for people who want to “make Co-active coach and leadership skills model-- taught a difference.” Care2 is a preferred vehicle for social globally in 14 countries and internally in nonprofits and enterprises seeking to engage with conscious Fortune 100 corporations. Experience the CTI difference consumers, especially civically active, well-educated women whose purchases and donations support the Third Sector Foundation Uganda environment, human rights and other causes. Third Sector Foundation is an apex body that promotes social economy by providing a range of Social Aperio Enterprises that includes Sales and Marketing of social aperio.us enterprise products such as arts and crafts there by Aperio is a management consulting firm based in the creating enterprise, employment and empowerment of U.S. and Canada that works exclusively with the social many underivested and underprivileged communities in sector. Our objective is to enable our clients to recognize Uganda. their most important challenges and opportunities, and create and implement strategic solutions to address Social Enterprise Alliance them. Aperio’s services include strategic planning, San Francisco Bay Chapter partnerships and social entrepreneurship. Our clients The SF Bay Chapter of the Social Enterprise Alliance was are non-profit organizations, charities, government officially established in November 2009 with the goals agencies, associations, foundations, and social purpose of: providing value to Bay Area social enterprises and for-profit companies. SF Bay Chapter members, being the go-to resource for those involved in social enterprise in the Bay Area and supporting advocacy for social enterprise. We invite you to take full advantage of the educational, networking and information exchange available to you as a member of our SEA chapter and to get more involved by joining our Google Group (http://groups.google.com/ group/sea-sfbay) and/or by volunteering to serve on a committee. With your collaboration and contributions, the SEA San Francisco Bay Chapter is defining the movement and building the field, starting right here in the Bay Area.
- 14. Networking Opportunities 13 happenings at the Summit + Forum The Summit was designed to provide plenty of Rubicon National Social Innovations networking opportunities so you can make new Happy Hour friends and find new colleagues. Take advantage Wednesday, April 28, 7pm-9pm of Summit meals, transition times, social events, Location: 848 Folsom St, Suite 201, SF and offsite happenings to connect with the people Join us to mingle with friends old and new and enjoy you’ve been wanting to meet. scrumptious food and drinks from two of the Bay Area’s premier social enterprises: Fresh Starts Catering, a Social Enterprise Showcase & Opening program of Homeward Bound of Marin, and Rubicon Bakery. Space is limited. Please RSVP by Friday, April 23rd, Reception to RNSI@rubiconnational.org. Wednesday, April 28, 5-7pm Location: Atrium Lunch/World Café The SEA - San Francisco Chapter is hosting the Summit Thursday, April 29, 12:30-1:30pm 2010 + World Forum kick-off event with a special reception Location: Atrium featuring exhibits of social enterprises. During the We are pleased to introduce this semi-structured reception, community leaders and conference attendees opportunity for conference attendees to further connect are invited come see the breadth of the social enterprise with speakers and one another over lunch around each movement. Organizations will be displaying and sharing of the conference tracks: Investment & Finance, Models & information and networking about their social ventures Strategies, Policy & Advocacy, Leadership Development & at tables in the atrium lobby of the Hyatt. The Showcase Education and Communications & Storytelling. will feature brochures, photos, table top exhibits, and other illustrations of products and services from these Social Enterprise Summit Party social ventures. In keeping with the Showcase theme Thursday, April 29, 8:45-11:30pm of “I left my heart in San Francisco”, attendees will get to Location: Bayview A/B vote for exhibiting organizations who best epitomize the Featuring “Wake the Dead,” a Celtic All-Star Grateful Dead following categories with their ventures: Most Innovative, Jam Band! See the next page for more information about Best Marriage of Mission and Money, Overall Sweetheart “Wake the Dead” and other Summit entertainers! (favorite) and Most Likely to Succeed. Light hors d’oeuvres and cash bar will be provided. Chapter & Affinity Group Meetings Friday, April 30, 7:30-8:30am Young Professionals Party Location: Grand Ballroom Wednesday, April 28, 7pm-12am Find other social enterprise leaders and supporters in Location: Temple Nightclub your area! We’ll help you find your nearest SEA Chapter or Join other young professionals for a party to celebrate meet with others from your community who may want to Social Enterprise! Come party with students and young form a networking group. professionals à la Social Enterprise. DJ Hey Man! will be spinning in the context of the Third Social Enterprise World SEA Membership Meeting & Networking Forum – We will be celebrating the winners of the Next Friday, April 30, 8:30-9:00am Generation Awards. The San Francisco Bay Area Chapter Location: Grand Ballroom of the SEA in partnership with Sparkseed invite you to Please join the SEA President, Board and SEA members at join the movers and shakers of Social Enterprise in this the annual meeting of members. Learn about becoming energetic and inspirational experience. This event is open an SEA member, meet your new board representatives, to all. Please RSVP mindfully, space is limited. RSVP at learn what SEA accomplished in the last year, and find out http://socialenterpriseparty.eventbrite.com/ what’s ahead! DJ Hey Man!, Darian Rodriguez Heyman (former E.D. of the Craigslist Foundation) spins conscious R&B, hip hop, California SAGE Competition and downtempo grooves from around the world. Darian Saturday, May 1, 7:30am-7:30pm works with Michael Franti & Spearhead on their annual Location: Hyatt Regency San Francisco Airport Power to the Peaceful festival and his efforts on the dance floor and off connect inspiration to action through music. Students for the Advancement of Global Entrepreneurship (SAGE) interscholastic tournament. http://sageglobal.org.
- 15. Networking Opportunities 14 14 Summit + Forum entertainment www.youthinarts.org/til-dawn.html www.wakethedead.org ‘Til Dawn: Wake the Dead Thursday, April 29, 6:30-7:30pm Thursday, April 29, 8:45-11:30pm Location: Grand Ballroom Location: Bayview A/B during the Banquet Dinner and Leadership Awards World’s Only Celtic All-Star Grateful Dead Jam Band This 16-member a capella group, ages 14-18. is As an expression of cultural joy, you can’t top an Irish an inspiration for many young people, using a wake. And what is a wake but a celebration—a toast contemporary song list to make a cappella accessible of appreciation—an expression of love—and a good to audiences of all ages. ‘Til Dawn is widely recognized party? for exposing young audiences to this musical art, for their vocal and performing abilities, and for impressing So when eight top Bay Area musicians realized they upon audiences the power, passion and capability of shared as deep a love for the songs of the Grateful youth. Youth in Arts is a non-profit organization that was Dead as they did for traditional Celtic tunes, some founded in 1970 in response to drastic reductions in the brand-new music sprang up and started partying. arts education budgets in public schools. Wake the Dead is a romp that flows seamlessly from rock grooves to hot Irish reels, and from haunting airs As a program of Youth in Arts, ‘Til Dawn performs to achingly beautiful melodies familiar to Deadheads regularly at public schools, benefits and a variety of everywhere. “Sugaree” in waltz time, bracketed by an community events, serving as an illustration of Youth in ancient harp tune and infused with a poignant Celtic Arts’ mission to expand the minds and open the hearts longing. “Bertha” thundering out of “China Cat” on a of children by enriching their lives with arts experiences. mandolin tidal wave. The eerie lilt of the uilleann pipes, In its sixteen year history ‘Til Dawn has appeared live giving a glow to “Bird Song” as if it was always meant to before 100,000+ people at over 300 events. They have be there. Groove jams to keep the tie-dye swirling. Vocal also sung live on KFOG 104.5 FM and KTVU’s “Mornings harmonies that float like clouds. The music takes off, on 2”. ‘Til Dawn has developed a repertoire that breaks and the band follows, grinning all the way. the boundaries between rock, pop, jazz, soul and R&B, and provides an outlet for young people that celebrates These aren’t worlds colliding—they’re worlds meshing, the value of the arts and inspires children of all ages to coalescing—creating a whole new world of possibility, dream, create and reach out to others! and true to the spirits of the Grateful Dead and the eternally hopeful Celts. Wake the Dead has wowed concert and festival crowds from San Francisco’s Fillmore Auditorium to the Oregon Country Fair. National radio play and concert tapers are spreading the music wider every day. The first album is a huge success, and the second, Buckdancer’s Choice, is now everywhere on Redwing Records. So kick back, join the party, and wake the dead!
- 16. Networking Opportunities 15 dine arounds Take advantage of our ever popular dine-arounds Dining Prices from 7-9pm on Wednesday, April 28. Enjoy dinner For full menus and prices, be sure to check the at a local restaurant with other Summit attendees! restaurant website. Sign-on to the Summit Network at http:// Price scales for dine around restaurants are based on a dinner summit2010.crowdvine.com/ to organize a group entrée item only. for dining or check the registration bulletin board $ Less than $10 for others looking to dine! $$ $10.01-$20 Participants are responsible reserving space at the $$$ $20.01-$30 restaurant and for the cost of their own meal. San $$$$ Greater than $30 Francisco is full of wonderful dining options. Here you will find a few recommendations within walking distance MarketBar $$ of the hotel. Or, you can catch a trolley one block from One Ferry Building, Suite 36 the hotel ($3 pp) to Pier 39 or Pier 41 and choose from Phone: 415.434.1100 | http://www.marketbar.com numerous eateries — a quintessential San Francisco dining experience! For information about the Piers, and Part of the recently renovated historic Ferry Building on to see a list of dining and attractions, visit: The Embarcadero, offering a seasonal menu inspired by the fresh produce at the farmers market. http://www.pier39.com & http://www.pier41.com Need help getting around? Be sure to check out San Mexico DF $$$ Francisco’s trolley information at: 139 Steuart Street http://www.sfcablecar.com/ Phone: 415.808.1048 | http://www.mex-df.com Mexico DF serves authentic Mexican cuisine prepared with fresh, seasonal, often locally sourced and organic Summit 2010 Social Network ingredients. The DF designation (Distrito Federal) www.summit2010.crowdvine.com references the Mexico City culinary regionalism that the expand your Summit networking. menu showcases. SEARCH attendee photos & profiles Perry’s on the Embarcadero $$$ CONVERSE 155 Steuart Street discussion board Phone: 415.495.6500 | http://www.perryssf.com PLAN Known for its classic American food, its warm interactive calendar & activity wall personable service and a fun, bustling bar. Get connected. Stay connected. The Plant Café Organic $$ Pier 3, Suite 108,The Embarcadero Phone: 415.984.1973 | http://www.theplantcafe.com Solar powered waterfront café and restaurant, 100% organic ingredients, local farms. Fresh juices, salads, sandwiches, pizza, sustainable food, organic poultry, beer, wine, cocktails. Waterfront Restaurant $$$$ Pier 7, The Embarcadero Phone: 415.391.2696 (for reservations) http://www.waterfrontsf.com Featuring fresh seafood and California cuisine. Zagat “Restaurant of Distinction” award winner.
- 17. Leadership Awards 16 As part of our shared commitment to highlighting The following 2010 Leadership Awards will exemplary practice, the Social Enterprise Alliance be presented: is pleased to present the 2010 Social Enterprise Awards. These prestigious awards honor superior The Social Enterprise Leadership awards (domestic achievement, visionary leadership and high- and international) are presented to the nominees who impact innovation in social enterprise, and provide most clearly demonstrate the core characteristics of a inspiring examples for the field. leader, including vision, courage, the ability to inspire others, make good judgments and stay the course What is a “social enterprise”? over time in leading and building an effective social A social enterprise is an organization or venture that enterprise. achieves its primary social or environmental mission using business methods. The Social Enterprise Innovation award is presented to the nominee(s) who has introduced a method of Social enterprise includes both nonprofits and for-profits advancing his or her primary social or environmental that operate businesses to address critical problems mission through entrepreneurial strategies that is in the areas of education, environment, health, human effective and genuinely unique, either not done before or rights, at-risk youth, employment and workforce not previously applied to social enterprise. development, women’s economic empowerment, and many others. The Next Generation Social Entrepreneur award recognizes the outstanding work of a leading social entrepreneur in the United States, aged 35 or under. The selected individual will be a successful practitioner whose contributions to the field of social enterprise has had far reaching impact and is helping to define a new generation of social entrepreneurs. For 2010, the Alliance has chosen to present the award to two Next Generation winners. Banquet Dinner & Leadership Awards Ceremony: Thursday, April 29, 6:30-7:45pm Grand Ballroom
- 18. Leadership Awards 17 Leadership Award Leadership Award (domestic) (international) Barrie Hathaway Sunny Bhattacharjee The Stride Center Technable Solutions Pvt. Ltd. www.stridecenter.org www.technable.in Barrie Hathaway is the Sunny Bhattacharjee is Founder Executive Director for the Director of Technable Solutions Pvt. Stride Center an Oakland Ltd., a for-profit social enterprise based workforce development based in Kolkata, India. Technable nonprofit organization providing delivers an end-to-end solution information technology career and job placement involving job opportunity awareness development, assistance to extremely low income individuals with career counseling, employability assessment, training barriers to employment. The Stride Center operates a needs analysis, need-based training and providing social venture business, ReliaTech providing technology employment linkage (in that order) to marginalized consulting services to individuals and small to medium youth at an affordable price by forming an ecosystem size businesses. A former supply chain management of corresponding stakeholders and thereby attempts executive in the high technology sector, over the to address and resolve one of the most critical last twenty-five years Mr. Hathaway has worked for problems facing India, unemployment. Prior to computer and telecommunications firms including Technable, Sunny had 18 years of extensive experience Sun Microsystems, Bay Networks and Marconi in Telecommunications and IT industries in the USA Communications. Barrie is the president of the board of spanning from hands on systems development and directors for Care Through Touch, a homeless services solutions implementation to corporate management nonprofit in San Francisco and president of the board of and then entrepreneurship. Sunny started his directors of the Community Technology Network of the entrepreneurial journey in 1994 in Richardson, TX. Since Bay Area. In addition, he is an appointed member of then he has been in the boards of several start ups. the Richmond Workforce Development Board. Barrie is Sunny holds an MS in Computer Science Engineering alum of the Leaderspring Executive Fellows program and from the University of Texas at Arlington and a BS in a graduate of the University of San Francisco where he Mechanical Engineering from NIT, Rourkela, India. completed a B.S. in Organizational Development and a Technable’s mission is “Enabling People, Empowering Master of Nonprofit Administration. Business, Enriching Society”. greening your conference. SEA is working to be socially responsible by reducing the environmental impact of the Summit. Here’s what we’re doing this year: • Full program book available online-only • Attendee list & Summit Network provided online for networking • Conference materials in recycled folders instead of tote bags • Water carafes instead of bottled waters • Name badges collected & reused • Bed linens and towels replaced for guests by request only
- 19. 18 Innovation Stacy Ratner Next Generation Open Books Ltd. Jodi Rosenbaum www.open-books.org More Than Words www.mtwyouth.org In 2006, Stacy Ratner founded More Than Words Open Books Ltd., a nonprofit (MTW) is a social social venture dedicated to enterprise that enriching lives through reading, empowers youth who writing, and the INNOVATIVE are in the foster care power of used books. Beginning in her basement, the system, court involved, organization set about collecting used books to sell homeless or out of school, to take charge of their lives in its retail bookstore and using the proceeds to help by taking charge of a business. Jodi Rosenbaum piloted fund its signature literacy programs for students of all MTW as an online bookselling venture with a few ages. Today, Open Books has grown to encompass 4 teenage boys in foster care in 2004, and then worked signature programs, 10 program locations (including with youth to launch and grow MTW into a vibrant retail 3 full classrooms at what the press has dubbed “the and online bookstore, café and transformational vehicle most beautiful bookstore in Chicago,”), 7,000 hours of for youth that includes intensive case management and annual program time, 4,000 students served, 3,000 transitions services. Jodi has over 14 years of experience volunteers, 9 full-time staff, and more than 300,000 working with youth in the juvenile justice system, public books put towards literacy instead of landfill. Prior to schools and youth development field, including with her work with Open Books, Stacy spent a decade as a Teach For America. Jodi has a political science degree for-profit serial entrepreneur and helped take 3 startup from Emory University with a focus on juvenile justice companies from idea through a combined total of $30 policy and a master’s in education in risk and prevention million in committed venture funding. She holds degrees from Harvard. She has taken supplemental coursework in literature and law from Brandeis University and in Business and Social Enterprise at Harvard and MIT, Boston College Law School, and a Certificate in Nonprofit and served as a guest speaker at Bentley and Babson Management from Northwestern University’s Kellogg Universities, the Social Enterprise Alliance, and Teach School of Management. Stacy is a 7-time Winner of For America conferences. She serves on boards of both National Novel Writing Month and monitor for Blogathon, the Arlington Area and MA State Department of Children and looks forward to welcoming all of you at Open and Families as well as the MA chapter of the Social Books when you visit Chicago! Enterprise Alliance. She was selected as the Advocate of the Year by the MA Providers’ Council and MTW received the People’s Choice Award at the 2007 SEA Conference, and was selected as a Social Innovator in 2009 by the Social Innovation Forum. Jodi is passionate about her work and in her limited free time loves hiking with her dog and husband.
- 20. Leadership Awards 19 Next Generation Suzanne Smith Social Impact Architects Suzanne Smith defines her career by being an “architect of ideas.” Suzanne brings more than a decade of experience at not only generating innovative ideas, but building successful programs and initiatives within the social sector. She started her career in government relations for Phoenix House and the American Heart Association. While at Phoenix House, she worked closely with nonprofits and government organizations in Dallas, Austin, and Houston/Galveston. While at the Heart Association, she championed the early efforts to build an integrated and outcome-driven platform that endeavored to combat childhood obesity. In that role, she co-founded the Alliance for a Healthier Generation and worked on building strategic alliances with like- minded organizations, such as the National Football League, the Center for Disease Control and Prevention, and the National Governors Association. In addition to a love for the nonprofit sector, she also has an MBA Subscribe from Duke University’s Fuqua School of Business where she was the CASE (Center for the Advancement of Social Entrepreneurship) Scholar. Before starting Social Impact Architects, she was a Senior Consultant with the Washington DC-based firm, Community Wealth Ventures. She was recently awarded a research fellowship at the Center for the Advancement of Social Entrepreneurship at Duke University and was selected into the prestigious to Social Change Society of Organizational Learning (SoL) founded by Subscribe to Stanford Social Peter Senge. Innovation Review, the premier magazine for executives at non- profits, foundations, and socially responsible businesses. To subscribe visit: www.ssireview.org/subscribe. Save 23% with our online discount and pay just $39.95 for a year!
- 21. Professional Media Conversion Memory Magic provides quality conversion at guaranteed lowest prices. We are a company with a social mission. Read our story at preserveyourmemories.org. VHS to DVD. Convert precious home movies to DVD. High quality conversion of both VHS and SVHS. Film to DVD. High quality conversion for 8mm, 16mm, VHS-C, Hi-8, or MiniDV tapes to DVD. Other film conversion, too! Title screen and chapters available. Music to CD. Convert cassette and vinyl albums to CD. Ideal for rare and old albums. Vinyl cleaning, track separation, label, and jewel case included. We remove most crackle sounds. Insert and track list available. Photos and Slides to DVD. High resolution scanning for artists and collectors. Preserve precious slides. Scratch and blemish removal available. digital photo albums and slide shows available. Mix CDs. Have all your favorite songs on one CD. Bring in your CDs and the list of songs, and we’ll combine them onto one high quality CD. CD label and jewel case included. iPod Upload. Have an iPod but don’t have the time to upload all your songs? Bring in your CDs (or give us a list of songs you’d like us to purchase for you), and we’ll add it all to your iPod library. Bulk CD Duplication. Perfect for bands. Bring in your original CD, and we’ll make as few or as many copies as you’d like. CD labels and jewel cases included. Tray cards, bar codes, recyclable cases, and full-color multi-page inserts also available. Your satisfaction is guaranteed. Gift certificates and mail order available. “A great product, at a great price, with a great story.” 413.582.5627 a project of www.preserveyourmemories.org
- 22. 21 Education
- 23. Education 22 pre-conference workshops Build Your Venture from the Mission Up! Is it Right For You? An Introduction to Social Wednesday April 28, 12:30pm-5:30pm Enterprise Location: Golden Gate Wednesday April 28, 1-4pm Price: $269 SEA Members, $299 for all others Location: Seacliff D Note: you must register for this workshop through Criterion Price: $40 SEA Members; $45 for all others Ventures website: http://criterionventures.com/ht/d/sp/i/2108/pid/2108 With the momentum for social enterprise growing locally, (lunch is included) nationally and around the world, how do you know if it’s right for you and your organization? This interactive, Structure Lab is an easy-to-engage, day-long process three-hour workshop will: that helps social ventures take advantage of innovations in capital formation, revenue streams, corporate forms, • Provide an overview of key concepts and current trends and independent regulation to promote and protect in social enterprise values and mission. Click to experience the Structure • Help you clarify your goals in exploring social Lab. With support from Hanson Bridgett LLP, Criterion enterprise designed Structure Lab to explore the range of legal • Assess your current readiness and capacity to launch structures available for your venture, whether it’s still on a successful social enterprise the drawing board or poised for growth. Come create • Identify potential opportunities that build on your the optimal legal structure for your social venture to resources and strengths thrive. • Avoid the most common challenges Facilitator: Jackie VanderBrug, Criterion Ventures • Develop an action plan of next steps for your organization Are We Making a Difference? Exploring Participants will leave with a toolkit for further Social Impact Measurement and exploration of social enterprise. Included with the Evaluation workshop is a one-hour free follow-up phone Wednesday April 28, 1pm - 4pm consultation with the facilitator for individuals and Location: Seacliff C organizations who want to further explore their Price: $50 SEA Members; $55 for all others readiness. (This workshop has a minimum requirement of 40 participants) Increasingly, social enterprise organizations are Previous participants who are new to social enterprise being asked to provide more than outputs when have described this workshop as an ideal introduction to communicating the effects and impacts of their work. the conference, helping them to select the sessions that This shift to collecting data on outcomes presents many will be of most value in moving their work forward. new opportunities as well as challenges. Understanding Facilitated by: Janine Vanderburg, J.D., President, JVA how an organization is making progress towards its Consulting, and Regional Facilitator for the National Center for goals, is critical for obtaining funding, being competitive, Social Entrepreneurs. She has facilitated this pre-workshop and making adjustments to their strategy. Participants session at the two past SEA conferences. will learn new ways of designing and implementing a measurement and evaluation system that produces meaningful, timely, and actionable information for multiple stakeholders. Content includes definitions of terms and concepts, theory of change and logic models, overview of performance measurement and evaluation approaches, developing strategic evaluative questions, and an introduction to various data collection methods and reporting strategies. Facilitators: Hallie Preskill, Ph.D., Executive Director of the Strategic Learning and Evaluation Center Jennifer Splansky, Senior Consultant, FSG Social Impact Advisors
- 24. Education 23 social enterprise tours See social enterprise at work in San Francisco and the Bay Area! On-site registration available Tour 2 | continued if space allows — check at the conference Brower Center, one of the Bay Area’s most advanced registration desk. Tours leave from the hotel lobby green buildings, is an inspiring home for environmental on time. and social action, combining both offices and program facilities in a 50,000 square-foot space. Tour 1 | Wednesday April 28, 9-12pm Price: $50 Rubicon Bakery is one of the most well known Ashbury Images rebuilds lives one shirt at a time by examples of social enterprise in action. Rubicon Bakery providing paid employment, job training, and supportive has been providing jobs, training, and hope to those in services to at-risk youth recovering from poverty, need since 1993 through the operation of a wholesale substance abuse and homelessness. Ashbury Images is bakery specializing in all natural, handcrafted desserts. part of New Door Ventures, a youth development social Rubicon Bakery is based in Richmond, California, one of enterprise the most economically challenged neighborhoods in the . San Francisco Bay Area. With a wide range of delicious Global Exchange is a membership-based international products including cakes, tarts, marshmallows, and human rights organization dedicated to promoting other confections, it serves premium customers such social, economic and environmental justice around the as Williams-Sonoma, Whole Foods, Costco, Andronico’s, world. and numerous independent grocery stores. Pedal Revolution provides employment and job training for at-risk youth in San Francisco who are taking steps ChangeMatters is committed to a world of vibrant, to improve their lives. It is one of only a few bicycle sustainable, just, and inclusive communities. We shops in the United States providing employment, job help build social enterprises through advocacy, training, and hope to young people. With the training stakeholder organizing, strategic planning, and guidance of professional mechanics, youth interns marketing, fundraising, executive coaching, board help assemble new bikes and help refurbish used bikes. development, startup, venture management, and Pedal Revolution is a social enterprise of New Door performance measurement. Ventures. Combining small business skills with nonpro t and public sector experience, we develop and strengthen Tour 2 | Wednesday April 28, 10 am-3 pm enterprises that promote social, economic, and Price: $75 (box lunch included) environmental equity. People’s Grocery is a community-based organization Our clients and partners include public and private in West Oakland that develops creative solutions to the sector organizations working on sustainability, health problems in the community that stem from a community economic development, arts and lack of access to and knowledge about healthy, fresh culture, and international development. We have foods. Their mission is to build a local food system that raised over $65 million for nonpro ts; started, improves the health and economy of the West Oakland turned around, grown, or closed out a handful of community. social enterprises; and have trained and advised leaders in hundreds of organizations. Venture GRID Alternatives has a mission is to empower entrepreneurs and management consultants, we communities in need by providing renewable energy work with passionate leaders to strengthen and energy efficiency services, equipment and training. organizations and achieve meaningful change. Since 2001, GRID Alternatives has been working to bring the power of solar electricity and energy efficiency to low-income homeowners, and to provide community www.changematters.com members with training and hands-on experience with renewable energy technologies.
- 25. Education 24 social enterprise tours continued Tour 3 | Wednesday, April 28, 1-4pm Tour 4 | Friday April 30, 3:30pm-6:00pm Price: $50 Price: $50 Community Housing Partnership is a Tenderloin-based Glide Memorial Church is located at Ellis and Taylor in supportive housing provider. Visit Community Housing the Tenderloin, in one of San Francisco’s harshest urban Partnership (CHP), and learn about the success and environments. Glide Foundation is an oasis that has challenges of CHP Enterprises, the agency’s business served the poor and disenfranchised for 45 years. From arm that creates employment opportunities in the field serving nearly one million meals a year, to operating of property management for formerly homeless adults. a professional medical clinic, to providing affordable CHP Enterprises employs formerly homeless tenants housing, to youth job training, to offering weekly spiritual of the Supportive Housing Employment Collaborative celebrations at Glide Church, and much more – Glide (SHEC) which includes Community Housing Partnership. touches the lives of many people. Glide has helped Employees are hired in the capacity of desk clerks and thousands of disenfranchised and poor people get back maintenance staff for housing providers in San Francisco. on their feet and find their way to jobs, housing and Meet the Enterprise Manager, the CHP Director of spiritual fulfillment. Employment & Training, and several employees at our newest supportive housing residence for formerly YO! Youth Outlook is a media channel of New America homeless single adults and families, the Arnett Watson Media-the country’s first and largest collaboration of Apartments. ethnic news organizations which was founded by the nonprofit Pacific News Service in 1996. YO! produces CVE is a social enterprise located in the heart of the weekly radio spots, a 30-minute weekly TV program South of Market District of San Francisco. Since 1986, that airs locally and nationally, a quarterly magazine CVE has served and empowered individuals with and a daily website. YO! works with 100 youth interns mental health disabilities to reach their full employment each year to build their media literacy skills and produce potential through a broad range of training and support multi-media reflecting youth perspectives on culture, programs and hands-on work experience. education, criminal justice, immigration and other key social and policy issues. Mission Pie is a corner café, bakery, and neighborhood gathering place in the Mission District of San Francisco. Delancey Street Foundation is considered the nation’s Every day they engage folks toward a deeper leading self-help residential education center for relationship with and responsibility to the environments, former substance abusers and ex-convicts with about enterprises and people that sustain us. Through creative 1500 residents located in five facilities throughout the choices in all aspects of the business, from an energy- country: New Mexico, New York, North Carolina, Los efficient kitchen to delicious Fair Trade/organic tea and Angeles, and headquartered in San Francisco. Since coffee to the reclaimed and recycled materials with 1972, Delancey has created 12 successful ventures that which the café is constructed, Mission Pie is guided by have trained residents in marketable skills, created a commitment to environmental, social and economic positive interactions between residents and customers justice. in the community, and helped support the organization Treasure Island (Toolworks, Inc.) has operated as financially. Delancey’s successes have been touted a social enterprise since its inception in 1975. The in numerous print and visual media outlets including organization operates a professional janitorial company, The New York Times, with over $5 million in contracts, and an outsourcing Time Magazine, The business- successfully employing over 150 individuals Washington Post and with disabilities, including those who are homeless, Sixty Minutes. Want more information? For links to tour site each year. The tour will focus on Toolworks’ latest organization websites: venture- managing and producing events on scenic Treasure Island, in partnership with a for-profit event and www.se-alliance.org/ catering company, Wine Valley Catering, and with the summit_10tours.cfm assistance of the Treasure Island Development Authority of San Francisco. Enjoy the view while learning about this unique private/public partnership.
- 26. Education 25 social enterprise tours continued Tour 5 | Friday April 30, 3:30pm-6:00pm Tour 6 | See times below Price: $50 Renaissance Entreprenurship Center is the Bay Area’s Baseball and Social Enterprise premier resource for small business owners, providing Friday April 30 6:00pm - end of ballgame all the education, tools, access, and long-term support Price: BART ticket to ballpark that business owners need to succeed. For 25 years Note: this tour is limited to 10 participants we’ve played a vital role in the Bay Area, helping launch Juma Ventures is a youth-run concession at AT&T and grow over 4700 small businesses. Renaissance strengthens communities by actively supporting the ballpark. You may purchase your own ticket and stay entrepreneur. Our graduates create jobs and tangible for the baseball game afterward. Juma Ventures is a contributions that ripple throughout a community with powerful force for change for under-resourced youth positive social impact. The work we do transforms who are motivated to earn a college degree. Juma communities, one small business at a time. Renaissance youth engage in an innovative, award-winning program has three offices in the Bay Area— San Francisco’s SoMa that integrates employment in social enterprises, college and Bayview neighborhoods, as well as in East Palo preparation, and financial literacy/matched savings Alto—serving both the individual and the community. scholarships. Juma operates seven social enterprises, employing youth in concessions for ice cream, coffee ReliaTech, a social venture of The Stride Center, provides and nuts at AT&T and Candlestick Parks in San Francisco, on-the-job, hands-on technology training, a transition the Coliseum and Warriors Stadium in Oakland, path into the technology field, and employment for Memorial Stadium in Berkeley, Qualcomm Stadium in many Stride Center graduates. Services include on-site San Diego, and the Infineon Raceway in Napa. dispatched technical support to residential consumers and small businesses, managed service for small Tour on Your Own and medium-sized businesses, and walk-in computer Extra time in the Bay Area? Contact the enterprise repair service at three locations. ReliaTech is a major below and set up your own tour. refurbisher of computers, helping the environment by Shelley Norris-Alvarez, Program Director diverting usable equipment and recycling equipment shelleyn@buckelew.org | (415)457-6964 that is at the end of life. Blue Skies Café, a green-certified social enterprise, Goodwill of San Francisco, San Mateo and Marin operates with the social objective of creating job Counties, founded in 1916, serves individuals with training and employment for people who have faced significant barriers to employment by helping people barriers to employment due to their mental illness. transform their lives through the power of work. Its value Blending social and commercial business practices, it recovery enterprises focuses on the reuse and recycling generate revenues to support Buckelew’s social mission of used goods collected from 27 donations sites and of creating jobs and housing; and it demonstrates dozens of annual events, generating $26 million in environmental values and sustainable resource annual revenue. The tour will take visitors through the practices. Blue Skies Café collaborates with local 33,000 square foot donations processing center where business partners Rustic Bakery and Equator Estate over 20 million pounds of donations are processed each Coffees and Teas to create greater impact. By leveraging year for sale in 16 stores, an outlet store and a rapidly best-in-class local businesses to help create social growing ecommerce store. impact, Buckelew reduces its operating expenses, and creates a highly replicable social enterprise model.
- 27. Succeeding at Social ENtErpriSE Hard-Won Lessons for Nonprofits and Social Entrepreneurs “This is a must read for anyone starting or growing a social enterprise. The lessons learned offer valuable, practical and real insights from pioneers in the field. The frameworks and tools presented can be implemented immediately to help drive success and expand your social impact.” — Kriss Deiglmeier, Executive Director, Center for Social Innovation, Stanford Graduate School of Business
- 28. Education 27 book sales Visit the Summit + Forum book booth and Mission Inc.: The Practitioners Guide to purchase the following titles for deep discounts Social Enterprise off list prices! Kevin Lynch & Julius Walls, Jr. $12 | 30% off list price for Summit attendees! Succeeding at Social Enterprise In this groundbreaking guide, Kevin Lynch the new book from the Social Enterprise and Julius Walls, Jr. draw on their own Alliance hard-won experiences and those of twenty other social $24 | 40% off list price for Summit attendees! enterprise leaders. Exploring ten key paradoxes of social enterprises, they show how to navigate the extreme From the Social Enterprise Alliance, the challenges and seize the tremendous opportunities organization dedicated to building a these organizations present. Whether you’re looking for robust social enterprise field, comes Succeeding at guidance on choosing a structure, finding and hiring Social Enterprise. This practical guide is filled with talent, marketing, finances, operations, or scaling, this the best practices, tools, guidance, models and practical, accessible guide offers clear and compelling successful cases for leaders (and future leaders) of answers that light the way. social ventures and enterprises. A groundbreaking work, it brings together the knowledge and experience The Blue Sweater: Bridging the of social enterprise pioneers in the field and some Gap between Rich and Poor in an of today’s most successful social entrepreneurs to Interconnected World show what it takes to implement and run an effective Jacqueline Novogratz social venture or organization. The book features real life examples, lessons learned and the core $12 | 20% off list price for Summit attendees! competencies that are needed to run a social venture The inspiring personal memoir of a woman in a nonprofit, highlighting such skills as managing and who has spent her life on a quest to leading, business planning, marketing and sales, and understand global poverty and to find powerful new accounting. ways of tackling it. From her first stumbling efforts as a young idealist venturing forth in Africa to the creation of the trailblazing organization the Acumen Fund, End of the Rainbow: Increasing the Novogratz brings us a series of insightful stories and Sustainability of LGBT Organizations unforgettable characters — from women dancing in a through Social Enterprise Nairobi slum, to unwed mothers starting a bakery, to Nonprofit Enterprise and Self- courageous survivors of the Rwandan genocide, to Sustainability Team (NESsT) entrepreneurs building services for the poor against $14 | 30% off list price for Summit attendees! impossible odds. End of the Rainbow introduces social enterprise as an opportunity for some LGBT Uncharitable: How Restraints on organizations to diversify their funding base, contribute Nonprofits Undermine Their Potential to their financial sustainability and increase their social Dan Pallotta impact. We explore the growing interest in LGBT social enterprise around the world and the myriad of social $28 | 20% off list price for Summit attendees! enterprise models LGBT organizations are undertaking. This book is for students, philanthropists, We also explore the experiences and lessons learned nonprofit executives, institutional funders, by LGBT organizations, and the challenges they face, donors, and anyone who cares about the great causes in developing and managing social enterprises. Finally, of our time. It ventures where no other book on the end of the rainbow recommends some ways that LGBT nonprofit sector has dared to go. Where other well- social enterprise can be fostered and supported in order intended books suggest ways to improve performance to realize its full potential. within the existing nonprofit paradigm, Uncharitable argues that the paradigm itself is the problem, and calls into question our fundamental canons about charity.
- 29. Education 28 book sales Migrating from Innovation to Boschee on Marketing Entrepreneurship: How Nonprofits are Jerr Boschee Moving toward Sustainability and Self- $10 |One-third off list price for Summit Sufficiency attendees Jerr Boschee Contains 21 columns written by Jerr $10 | 40% off list price for Summit attendees Boschee for the online magazine Jerr Boschee’s book covers the basic Social Enterprise Reporter. Individual principles of social entrepreneurship, typical outcomes sections cover topics such as leadership, marketing experienced by the pioneers in the field, some common fundamentals, entrepreneurial strategic planning, stakeholder concerns, the single greatest obstacle positioning strategies, overcoming customer for nonprofits adopting or expanding entrepreneurial resistance, strategic partnerships, pricing, marketing strategies, and 14 critical success factors. The book also communications, employee communications, customer contains “A Practical Lexicon for Social Entrepreneurs” service, market research and The Strategic Marketing that defines more than 80 key terms and a selected Matrix for Social Entrepreneurs®. print and electronic bibliography. investing in using to provide COMMUNITIES TECHNOLOGY OPPORTUNITY FOR ALL www.ZeroDivide.org
- 30. Job Readiness Training “A Best Therapeutic Practice” The Social Enterprise Model “A Best Vehicle for Implementation” Larry L. Lindsey, M.S. This book evokes needed discussions for community and economic development efforts. The Social Enterprise Model – much more than bricks and mortar! It is: · An investment in human capital – the potential of people · A best practice to address risk factors inherent to our most challenging urban communities · A best vehicle for not just economic and community development efforts, but for long-term behavioral change For more information contact: F.I.R.S.T. Contractors, Inc. | P.O. Box 26136 | Richmond, VA 23260 fci@firstcontractors.org www.firstcontractors.org 804.329.9669
- 31. Education 30 keynote speakers Chip Heath, co-author of Switch: How to Thinking Different — How does the Way Change Things When Change Is Hard we’ve been taught to think about charity Thursday, April 29, 4:15-5:15pm and social change stand in the way of the causes we love? Chip Heath is a professor at Friday, April 30, 1:00-1:45pm Stanford Graduate School of Business, teaching courses on What if we have everything backwards? What are the business strategy and organizations. big cultural prejudices that impede - even suffocate He is the co-author (along with his - real progress? Where are our philosophical blind brother, Dan) of two books. Their spots? What canons have we left unquestioned most recent book, Switch: How to that may be undermining our efforts at the most Change Things When Change is fundamental levels? This presentation will look at Hard debuted at #1 on the New York Times and Wall Street Journal the economic apartheid that exists between the bestseller lists. Their first book, Made nonprofit sector and the rest of the economy, how it to Stick: Why Some Ideas Survive and Others Die, was impedes the development of social enterprises, and a New York Times and Business Week bestseller, and how it keeps us from moving the needle on the most was an Amazon Top 10 Business Book for 2007 for both urgent social problems of our time. editors and readers. It was translated into 27 languages including Thai, Arabic, and Lithuanian. His parents are Dan Pallotta is a leading expert just happy that their sons are on innovation in the nonprofit playing well together. sector and a pioneering social entrepreneur. He is the founder of Each person attending the Pallotta TeamWorks, which invented Summit + Forum will receive the multiday AIDSRides and Breast a free copy of Switch: How to Cancer 3-Days and changed the Change Things When Change fundamental paradigm for civic is Hard when they check in engagement in and fundraising for at the registration desk. important social causes. Dan is the author of two books: Uncharitable: How Restraints on Nonprofits Undermine Their Potential and When Your Moment Comes: A Guide to Fulfilling Your Dreams, and a regular contributor to the Harvard Business Review online. He is the recipient of the Liberty Hill Foundation Creative Vision award, the Triangle Humanitarian of the Year award, and the Albany State University International Citizen of the Year award. Read his Want more good reads? Harvard Business Review Be sure to stop by the blog post “What Nonprofits Can Learn from the Apollo SEA Books Table! Program.” See pgs.27-28 for more information on book sales. Also, visit the SEA bookstore online: http://www.se-alliance.org/ resources_bookstore.cfm
- 32. Education 31 plenary panels Catalyzing the Field— What are best practices for partnering with government? Here’s a look at the way Anne Jamieson the public sector is working with social enterprises Toronto Enterprise Fund in three countries: The U.K., Canada and the United States Anne Jamieson has led the Toronto Thursday, April 29, 8:30-9:45am | Grand Ballroom Enterprise Fund since 2003. TEF provides grants, technical assistance and Jim Schorr, (moderator) ongoing research and evaluation for Owen Graduate School of Management, social enterprises. Anne launched the the Canadian Vanderbilt University Conference on Social Enterprise series in 2004 and is Jim Schorr joined the Owen School of a founding member of the Social Enterprise Council Management in 2008, to launch a new of Canada, which brings together social enterprise center of excellence focused on important leaders who leverage their networks, knowledge and social and environmental issues in business – corporate experience in order to build a strong and enabling responsibility, sustainability, and social enterprise – environment for social enterprise. Prior to joining the and to develop and teach related coursework. He Toronto Enterprise Fund, Anne spent over 10 years in was CEO (‘00-’07) of Juma Ventures, a San Francisco- the micro-enterprise development field. As a business based organization widely regarded as one of the consultant, she has provided training and advice to leading social enterprise models in the US. In ‘07-’08, hundreds of individuals wanting to become successful he received a teaching appointment from the Haas entrepreneurs, including youth, women, newcomers School of Business at UC Berkeley, where he developed and marginalized populations. Anne has also worked in and taught the Social Enterprise & Entrepreneurship the international commercial banking sector in London, course. As a student at Northwestern University in 1993, England. he co-founded Net Impact, an organization that has inspired 25,000+ students at 200+ business schools Kathleen Martinez on six continents to integrate social and environmental Assistant Secretary for Disability priorities into their education and careers. He is Board Employment Policy, United States Chairman of Net Impact and on the boards of Social Department of Labor Enterprise Alliance, Global Social Venture Competition, Kathleen Martinez was nominated by The Nature Conservancy (TN), and Oasis Center. President Barack Obama to be the third Peter Holbrook Assistant Secretary for Disability Employment Policy UK Social Enterprise Coalition and was confirmed by the U.S. Senate on June 25, 2009. As head of the U.S. Department of Labor’s Office Peter Holbrook is CEO of the Social of Disability Employment Policy (ODEP), Ms. Martinez Enterprise Coalition, the UK’s national advises the Secretary of Labor and works with all DOL body for social enterprise representing a agencies to lead a comprehensive and coordinated wide range of social enterprises, regional national policy regarding the employment of people and national support networks and related with disabilities. Blind since birth, Ms. Martinez comes organizations. The SEC’s key activities are centered on to ODEP with a background as an internationally informing and influencing the policy agenda, promoting recognized disability rights leader specializing in the benefits of social enterprise and undertaking employment, asset building, independent living, research to expand the social enterprise evidence base. international development, diversity and gender issues. Prior to this role, Peter was CEO of Sunlight Development She has previously served as Executive Director of Trust which works to tackle long-standing health and the World Institute on Disability (WID); on the board of social inequalities. He developed ‘project sunlight’ the U.S. Institute of Peace, a Congressionally-created from it’s inception to become one of the country’s most agency dedicated to research and projects in conflict high profile and award winning ‘community anchors.’ management; the State Department advisory committee In 2007, Peter was appointed one of the UK’s Social on disability and foreign policy and the National Council Enterprise Ambassadors - a scheme supported by the on Disability, an independent federal agency advising Cabinet Office and coordinated by the Social Enterprise the President and Congress on disability policy. Coalition. In this role he advocated for social enterprise through lobbying, speaking at events and representing the sector in the media.
- 33. Education 32 plenary panels continued Engaging all Sectors — Can systems thinking help us gain traction? A cross-sector approach to tackling the Kenneth Kaplan challenges MIT Collaborative Initiatives Thursday, April 29, 1:45-2:45pm | Grand Ballroom Ken Kaplan serves as Associate Director We all have the same goal: to devise solutions that work of MIT Collaborative Initiatives, an to problems that matter. But what if the old categories incubator for projects that rethink the into which we slot problems turn out to impede our way we think about complex problems. ability to devise new, workable solutions? What if our old The Collaborative engages experts from engineering, mental models are part of the problem, not part of the design, education, business, medicine, and the solution? This session will focus on the way blowing up hard and soft sciences to design innovative models old categories and embracing systems thinking can lead for tackling big-picture social issues such as Health. to the development of sustainable solutions that deliver The first Collaborative Initiatives project developed a real results in addressing deep-seated social, economic, comprehensive strategy for improving stroke treatment and environmental problems. across the full cycle of care. Mr. Kaplan’s early career as Alan Webber, (moderator) a psychiatric social worker and later profession as an Founding Editor, Fast Company Magazine architect give him a unique perspective on how systems and people work and interact. His experience includes Alan M. Webber is the author of Rules of architectural design, teaching, writing, and research; Thumb: 52 Truths For Winning At Business social work; and healthcare system design. He has held Without Losing Your Self. Previously he professorships at the Graduate School of Architecture, was editorial director of the Harvard Planning and Preservation at Columbia University as Business Review and founding editor well as the Graduate School of Design at Harvard of Fast Company Magazine. He is active in social University. entrepreneurially undertakings in a number of capacities around the world. Rosanne Haggerty Common Ground Rosanne Haggerty is the President & Founder of Common Ground, an www.xproductions.tv | info@productions.tv international leader in developing community strategies to end X Productions prides itself on being creative, homelessness. She is an Urban Advisor to ef cient, and innovative. Whether we’re creating a the Urban Land Institute, a board member of the Center marketing campaign or broadcast documentary, for Urban Community Services, the Citizen’s Housing our award winning team will work with you to create compelling content, regardless of subject. and Planning Council, Iraq and Afghanistan Veterans of America (IAVA) and Quest Diagnostics, and is a Life By building a network of the best talent and Trustee of Amherst College. Prior to founding Common promoting it to the masses, we have attracted the Ground Community in 1990, she was the coordinator attention of large and small clients looking for of housing development at Brooklyn Catholic Charities. design, audio, video and multi-media services. She is a graduate of Amherst College and is completing studies for a PhD in sociology at New York University. Our clients include: Discovery Channel Global Ms. Haggerty is a 2001 MacArthur Foundation Fellow. Education Partnership, Hewlett-Packard, Scion, In 2007, she was elected as an Ashoka Senior Fellow. Ghirardelli, Center for American Progress, Haggerty was a Japan Society Public Policy Fellow, an Panasonic, PETA, Discovery Communications, Adelaide Thinker in Residence, a Rockefeller Foundation Discovery Education, TLC, Imagination Stage, Bellagio Fellow and is a Hunt Alternatives Fund Prime National Geographic, PBS, The History Channel, Mover. Annenberg/CPB and Montgomery County Maryland. 1111 East-West Highway, Suite 2 Silver Spring, MD 20910
- 34. Education 33 plenary panels continued Shaping a new Economy — What are we aiming for? The features of a new economy Ethel Côté Thursday, April 29, 7:45-8:45pm | Grand Ballroom Canadian Centre for Community Renewal We know we need a more inclusive and sustainable For 25 years, Ethel Côté fostered the economy – what would that look like? What do we have implementation of some thirty work, to do to get there? What are some key elements already services and production cooperatives in place that we can build on? This panel answers these in addition to supporting agricultural, questions from the perspectives of social enterprise, the agrifood, housing and child care cooperatives in social economy movement, the local living economy Canada. She supported capacity building missions movement, and the next generation. in Mali, Niger, Senegal and Morocco and was part of Jay Harris, (moderator) the organizing committee for the World Conference on Founder & President, Earthshaking Globalization of Solidarity (Dakar 2005 and Luxembourg Productions; Former Publisher, Mother 2009). In addition to teaching in College and Universities, Jones Côté has mentored hundreds of communities and promoters of social enterprises. Involved with the Earthshaking Productions is a social Canadian Community Economic Development Network enterprise working to change the and the Intercontinental Network of Social Solidarity country’s dysfunctional political culture. In 2009, Jay Economy, she is a founding member of the Social Harris stepped down after 19 years as the publisher Enterprise Council of Canada. She is a social enterprise of Mother Jones, the investigative news organization. practitioner at the Canadian Center for Community During his tenure, MoJo built on a tradition of Renewal (CCRC). groundbreaking public interest reporting, launched Webby Award-winning MotherJones.com, opened Leila Chirayath Janah an eight-reporter Washington, DC reporting bureau Samasource headed by David Corn, and won two National Magazine Leila Chirayath Janah is the founder Awards. Jay serves on the Governing Board of the of Samasource, a social business that Bulletin of the Atomic Scientists (home of “the Doomsday connects women, youth, and refugees Clock”) and the board of the First Amendment Coalition. living in poverty to microwork - small, He helped found The Media Consortium, an alliance computer-based tasks that build skills and generate of independent, progressive media working across life-changing income. Samasource was a winner in multiple platforms to extend the reach and impact of the International Business in Development Challenge their journalism. Before MoJo, Jay was general manager in 2007 and the Stanford Social Enterprise Challenge of Newsweek International’s Pacific edition (Hong Kong). in 2008, and is a current grantee of the Rockefeller He lives in San Francisco with his wife, Marcia Cohen. Foundation. Janah received the Rainer Arnhold Fellowship and has been invited to serve as a TED Elliott Brown and Social Enterprise Institute Fellow. She is a frequent Springboard Forward speaker on social entrepreneurship, technology, and Prior to founding Springboard Forward international development at institutions including MIT, in 2002, Elliott Brown straddled the fields the Stanford Graduate School of Business, UC Berkeley, of Workforce Development and Career Columbia, and Harvard. Her work has been profiled by Development, searching for effective CBS, CNN, The New York Times, The New Scientist, and strategies to help people advance in GOOD. She contributes regularly to the Huffington Post meaningful, sustainable ways. Springboard Forward and Social Edge. has twice been recognized as a “Top Changemaker” in the U.S. by Fast Company/Monitor Group and called “a Chid Liberty wonderful example of leveraging capitalism to address Sustainable Global Sourcing / Liberian the economic divide” by former U.S. Secretary of Labor, Women’s Sewing Project Robert Reich. An international Ashoka Fellow, Elliot was Before founding SGS, Chid worked in invited into the American Leadership Forum (ALF) of finance and as an information systems Silicon Valley in 2009. His model for social change has analyst for several high-growth technology gained the attention of Newt Gingrich and the Obama companies including Metavante Technologies and Administration’s Office of Social Innovation. Trilogy Integrated Resources. continued on next page
- 35. Education 34 plenary panels continued continued from previous page Chid received the designation of Fellow by the Business Rick Aubry Alliance for Local Living Economies (BALLE) where he Rubicon National Social Innovations works to bridge the divide between rural and urban Rick Aubry, Ph.D., is the founder and CEO small business owners to strengthen the movement of Rubicon National Social Innovations for a more just and sustainable U.S. economy. A which is helping create the next Liberian native, Chid left Africa as a child when his generation of scaled social enterprises father accepted accreditation as Liberia’s Ambassador in the United States in partnership with a network of to the Federal Republic of Germany. Following his nonprofits, corporations, foundations and government. father’s diplomatic service, Chid’s family took refuge Rick was President (‘86-’09) of Rubicon Programs Inc. from Liberia’s civil unrest in the United States where he one of America’s pre-eminent non-profit organizations, attended grade school through university, excepting one before founding Rubicon National. His work at Rubicon term at Bordeaux Management School in France. Programs has had a significant and measured impact on the lives of over 50,000 people confronting homeless, poverty and the challenges of living with mental Thinking bigger? Yes — but what does ‘scaling’ really health disabilities. Rick is a five time winner of the Fast mean? Company Magazine “Social Capitalist Award”. During Friday, April 30, 1:45-2:45pm | Grand Ballroom Rick’s tenure, Rubicon grew from a staff of 12 serving a handful of clients with a $980,000 budget to serving We know we need to scale solutions to persistent social 4,000 people annually with 250 full-time staff and over and environmental challenges. But what does scale $16 million in revenues in 2009. Rick is a faculty member mean? Is reaching more targets with a solution the of the Stanford Graduate School of Business, a fellow of only way to define it? What about going deeper instead the Stanford Center for Social Innovation, and inaugural of larger with a solution? Does scaling originate from chair of the World Economic Forum Council on Social individual social enterprises, or can it originate from Entrepreneurship. He is a CNN/Time Magazine “Principal entire communities? And what does it take to scale? Is Voice”, and an Ashoka Senior Fellow. the primary key more investment, or are there new ways of thinking and operating that social enterprises can Timothy Freundlich adopt in order to have more impact? Giving Assets; Calvert Foundation; Good Dan Pallotta joins the following experts for this Capital dynamic panel discussion. Tim is a highly regarded innovator in new financial instruments in the social Sean Stannard-Stockton (moderator) enterprise sector. Over the last thirteen Tactical Philanthropy Advisors years, he has served in a number of capacities at Sean Stannard-Stockton is CEO of Tactical Calvert Social Investment Foundation, including his Philanthropy Advisors, a philanthropy current role as Special Advisor. Tim launched the Giving advisory firm that serves individual and Fund, the socially responsible donor advised fund which family has evolved into Giving Assets, for which he serves as philanthropists. Sean the Executive Director. He was instrumental in building is the author of the the $200 million Calvert Community Investment Note Tactical Philanthropy So many great sessions, from 10,000 investors, with more than $700 million so little time! dollars globally invested into 300+ nonprofits and blog and writes a Purchase recordings at the monthly column for-profits. He helped launch Community Investment for the Chronicle of Partners, an analysis and asset administration group Philanthropy. He is HMR Duplications for community development and social enterprise a member of the exhibits table investment. He co-founded and serves as Managing World Economic Partner for Good Capital, which in addition to its flagship Forum’s Council on Social Enterprise Expansion Fund LP, has two operating Philanthropy & Social spin outs, the annual SOCAP Conference and Hub Bay Investing and has been quoted or referenced in The Area. He received a BA from Wesleyan University, an New York Times, Wall Street Journal, Washington Post, MBA from the University of San Francisco, and lives in Financial Times and many other media outlets. San Francisco with his wife Julie and sons Milo and Gus.
- 36. Education 35 The Social Enterprise Angels Forum is inspired by social enterprise angels forum the Canadian Broadcasting Corporation TV series The Ian Fisk of The William James Foundation and Tony Deifell, Dragon’s Den, where aspiring entrepreneurs pitch a member of the Social Enterprise Alliance Board of their business ideas to a panel of investors in hopes of Directors, will facilitate the Angels Forum sessions. The securing financing for their ventures. The Angels Forum following organizations will present pitches: uses a similar model to demonstrate and promote the value of financial investment in social enterprises. Twelve Session I | Thursday, April 29, 10:00-11:00am social entrepreneurs will pitch their social enterprises to a AbilityPath.org panel of judges, or “angels,” in order to: Good Paper LLC OpenAction • Practice presenting their enterprises to real-world investors Session III | Thursday, April 29, 3:00-4:00pm • Receive feedback to improve their pitches and/or Marina Gana Vida (Philippines) business models Resdida, LLC ROC USA • If selected as one of the three best social enterprises among the 12 candidates, to be featured on the Social Session IV | Friday, April 30, 9:00-10:00am Enterprise Alliance website during the rest of 2010 AIDAI (Kyrgyzstan) Summit attendees are invited to observe the pitching Global Sleepover (International) sessions. Open Entry Solution No funds will be provided during the Angels Forum, but the participating enterprises and Forum observers will Session V | Friday, April 30, 10:30-11:30am experience pitch sessions in real time, and learn from Komaza (Kenya/East Africa) both the presentations and the feedback. Angels Forum Rural Returns (Sri Lanka) judges will all be from the world of social investors. Tipping Bucket (International) Discussing Social Enterprise Strategies www.npenterprise.net/ The Summit 2010 + World Forum Doesn’t End on Friday! Continue the brainstorming, networking, and problem solving on the npEnterprise Forum – the of cial listserv partner of Social Enterprise Alliance. With 7000 subscribers worldwide, npE is the world’s largest online forum dedicated exclusively to social enterprise. And it’s free!
- 37. Education 36 36 Session I | Thursday, April 29, 10:00-11:00am Building Buzz for Your Social Enterprise: Low-Cost, Purposeful Purchasing: New Market Opportunities for Social High-Impact Marketing Enterprise Through Procurement Location: Seacliff A/B Track: Communications & Storytelling Location: Bayview A Track: Models & Strategies Visibility. Word of mouth. Viral marketing. How do you get Sustainable purchasing is an evolving theme and growing other people to spread the word about your enterprise? practice within the procurement policies and purchasing There’s a lot more to building word of mouth than issuing practices of individuals, non-profits, corporations and a press release or running an ad. Learn how to combine government. The growing inclusion of social factors within low-cost networking, publicity, writing, speaking, events, and sustainable purchasing is creating the opportunity for social social media to capture the elusive but powerful impact of enterprise market growth. Purchasers have to know what “buzz.” social enterprises provide, social enterprises need to know Presented by: C.J. Hayden, Wings for Business how to approach purchasers, and purchasers need to know how to include social enterprise in their existing purchasing Disruptive Philanthropy: Empowering Individuals & Crowds supply chain. Location: Pacific N/O Track: Investment & Finance Presented by: Gerry Higgins, CEiS; David LePage, Enterprising Non- “An innovation that is disruptive allows a whole new profits Program & Joanne McNeill, Parramatta City Council, Australia population of consumers access to a product or service that was historically only accessible to consumers with a lot of Recycling your Economic Model for New Growth money or a lot of skill.” – Clayton Christensen Location: Seacliff C Track: Investment & Finance What new structures, processes and approaches can we Social entrepreneurs are testing ways to make money and take to empower people & organizations with new ways of financial instruments work for social impact. It is vital to coming together for social good -- that go beyond the limited diversify funding sources – traditional donations, earned capacities of financial donations to nonprofits? This workshop income, loans etc. And then work them hard. We will look will explore bold crowdsourcing innovations that free the at the sources and how to leverage them, using brief case philanthropist within each of us. studies, and reveal the financial skills necessary to create Presented by: John Brennan, OpenAction; Jacob Colker, The social change. Extraordinaries; Christine Egger, Social Actions; Pamela Hawley, Presented by: Andrea Coleman, Riders for Health UniversalGiving; Kari Hayden, DonorsChoose.org; Dan Morrison, Citizen Effect & Ben Rattray, Change.org; Bill Scheurer, Karma Korn Screening and Selection for Strategic Success Location: Pacific L/M Track: Models & Strategies Localizing Enterprises Internationally - How Context Matters in the Replication and International Transfer of Social Despite the fact that often an excessive amount of potential Enterprises ideas are brainstormed for new earned income ventures, Location: Golden Gate Track: Models & Strategies often it’s just one or two that really are worth considering. This interactive workshop will demonstrate the process of how an A social enterprise doing business internationally must take organization finds the strongest and most promising idea for social and cultural understanding to heart and develop its future sustainability through earned income. localized approaches that lead to effective execution of strategies. Localizing mindset, processes, and, most Presented by: John Baker & Chad Martin, Aperio importantly, behaviors, goes a long way for a social enterprise in creating and sustaining social impacts. Participants will Social Enterprise Angels Forum take away ideas and practices that help their international Location: Bayview B Track: Investment & Finance ventures succeed. Three social enterprises will deliver five to eight minute Presented by: K.C. Wang, Chemists Without Borders presentations for a panel of social investors, who will then pose questions and provide feedback. Audience members will act as observers. Chosen a session? See who else is attending it! Visit: http://summit2010. crowdvine.com/calendar
- 38. Education 37 Session I | Thursday, April 29, 10:00-11:00am Social Enterprise in Emerging Markets Location: Marina Track: Models & Strategies The panel will explore the challenges and opportunities of social enterprise development in emerging market countries, including examples from across Africa, Asia, Eastern Europe and Latin America. The discussion will include an exploration of the current regulatory environment for social enterprise and current trends from both the practitioner and investor perspectives. Panelists will share successful social enterprise Changing Nonprofit Organizations | Changing Lives models and case studies as well as strategies for leveraging CTI® and Practice Pay Solutions would like to private sector support for social enterprises in developing honor the social entrepreneurs attending the countries. SEA conference with two gifts: Presented by: Lee Davis, NESsT; Alim Haji, Source for Change & Marie Trexler, formerly Intel Capital, Central & Eastern Europe • A $2500 grant to support SEA’s efforts to build a robust social enterprise community Think About it Early: Legal and Tax Basics for Social • A matching gift of $2500 in services from Enterprise Organic Communication. All SEA Members are Location: Pacific B/C Track: Models & Strategies invited to attend a customized workshop Incorporating legal and tax considerations into the early presented by OC to learn the best strategies, stages of planning an earned income venture are critical tools and resources to create change in this to lasting success. Learn the fundamental issues and key challenging economy. questions to ask early in your planning. Topics will include maintaining tax-exempt status, unrelated business taxable At the SEA Conference, PPS will also have CTI Co-Active Coaches— including Chuck Allen income, legal structures, and using subsidiaries and L3Cs. We and Virginia Kellogg— booking complimentary will also touch on more advanced issues, such as alternative coaching sessions for attendees. Participants subsidiary structures and joint ventures with for-profit partners. will gain insight and direction from the most Presented by: Sarah Duniway & Jennifer Reedstrom Bishop, Gray Plant respected coaches in the industry and discover Mooty new ways to achieve professional success while serving social change. Transforming Dreams into Action: Young Social Entrepreneurs Please make a point to visit our booth early to Location: Seacliff D Track: Leadership Development & Education book your appointment as slots will fill quickly. In this session, 2 young teams of social entrepreneurs will discuss their experiences launching their own ventures. Moderated by Amy Wilson (the local director of Ashoka’s Youth Venture), this panel will explore the process of transforming dreams into action. In particular, panelists will detail the challenges they encountered, the sources/types/ and kinds of support that helped them, and the passion that carried them through the process. Presented by: Amy Wilson, Ashoka’s Youth Venture (moderator); James Berk & Ennis Jones, West Oakland Youth Standing Empowered & Jahmel Smith & Olondis Walker, Ozone Music Group
- 39. Education 38 Session II | Thursday, April 29, 11:30am-12:30pm Can You Hear Me Now? Influencing Policymakers to Hear Growing Your Social Enterprise: Business Planning Your Call for Increased Support Location: Bayview A Track: Models & Strategies Location: Pacific N/O Track: Policy & Advocacy Both emerging and seasoned social enterprisers can gain The social enterprise movement needs political support insights from how existing ventures do business planning. to accelerate the growth of the field, but why are so few While the typical perspective is that business planning is policymakers listening? Hear from a former lobbyist and a something to be done BEFORE starting a venture, in practice successful social enterprise advocate about the secret to most social enterprises do some kind of ongoing business influencing policymakers and crafting your messages. Using planning, to update their business plan, to evaluate new best practices based on research by Dr. Robert Cialdini products, services and strategies, or to start a new venture. and real world work experience, the speakers will cover six This workshop will provide case studies presented by “principles of advocacy” and engage participants with an executives of two long-term, successful social enterprises – interactive pre-test and post-test. Greyston Bakery and the Women’s Bean Project – on how their Presented by: Wendy K. Baumann, Wisconsin Women’s Business approach to business planning has helped them plan and Initiative Corporation & Suzanne Smith, Social Impact Architects grow their social enterprises. Presented by: Rolfe Larson, Rolfe Larson Associates & Tamra Ryan, Good Board Governance - an Aspect of Risk Management Women’s Bean Project Location: Seacliff D Track: Leadership Development & Education Income & Outcomes: Innovative Data Management, Metrics Non-profit organizations typically operate under the and Models for SE’s oversight of volunteer boards of directors. Successful social Location: Pacific L/M Track: Communications & Storytelling enterprises have accessed capital, are entrepreneurial, and capture market share, while remaining committed to their A whole new generation of social impact measurement and mission. However, these enterprises too often overlook board investment management tools are emerging. This session governance as a key success factor. Two case studies will will offer a snapshot of some of the latest thinking and tools. demonstrate how board governance can put an enterprise at Included in the discussion will be how funders expect to serious risk or position it for success. measure social enterprises moving forward, and how social enterprises can increase efficiencies by combining social Presented by: Gordon Floyd, Children’s Mental Health Ontario & Sonia impact data with operations tracking. Pouyat, kidsLINK/NDSA Presented by: Paul Lamb (moderator), consultant with ZeroDivide; Green Business, Worker Co-ops, Anchor Institutions, and Laura Efurd, ZeroDivide; Sara Olsen, SVT Group & Steve Wright, Sales Force Foundation Social Enterprise: the Cleveland Experience Location: Marina Track: Models & Strategies Recycling Ventures Since 2007, The Democracy Collaborative has worked with Location: Seacliff C Track: Models & Strategies the Cleveland Foundation to develop worker co-ops in low- With the growing movement to reduce waste, more ways are income neighborhoods. The strategy employed involves being developed to cost effectively recycle more items. Find working with area hospitals and universities to design out how social enterprises are forging new ground in recycling businesses that meet their sustainability goals. The first social products and services. enterprise opened in 2009. Discussion will center on lessons learned and how this model might be applied in other cities. Presented by: Eric Lombardi, Eco-Cycle; Shibu K. Nair, Zero Waste & Neil Tangri, Waste and Climate Change Campaign/GAIA Presented by: Steve Dubb, The Democracy Collaborative Social Enterprise in SE Asia Location: Golden Gate Track: Models & Strategies South East Asia is not only the hub for emerging markets economies; it is also home to many successful social enterprises. Find out about established and emerging social enterprises in this region designed to address particular socio- economic needs within the constraints of these contexts. Presented by:Cecilia D. Del Castillo, Negros Women for Tomorrow Foundation; Eufrecina T. De Jesus, Inner City Development Cooperative; Maiwenn Altermatt, Friends-International & Steve van Yoder, Global Initiative to Advance Entrepreneurship
- 40. Education 39 Session II | Thursday, April 29, 11:30am-12:30pm The L3C: Social Enterprise’s Powerful, New Capital To Profit or not to Profit: Methods of Assessing Financial Formation Tool Profitability of SE’s Location: Pacific B/C Track: Investment & Finance Location: Bayview B Track: Investment & Finance The Father of the Low-profit Limited Liability Company (L3C) The session will cover how to assess profitability of embedded and the attorney who wrote several states’ laws authorizing SE’s, different products within the same SE, how to handle L3Cs and who represents many of them around the nation social/environmental costs, internal transfers, capacity will present the practical opportunities and pitfalls of this charges, and key cost accounting techniques. Too often SE’s new, hybrid business form which can leverage foundations’ use poor data and/or flawed systems to conduct this analysis program-related investments to access trillions of dollars and attempt to grow an unprofitable business or risk shutting of market-driven capital for ventures with modest financial down one that is profitable. prospects, but the possibility of major social impact. They will Presented by: Michael Whitehead-Bust, Foxhall Consulting Services be joined by successful L3C managers, members and funders who will share their real-world experiences. What’s Hot & Why You Should Care: An Ignite-style Presented by: Marc J. Lane, Marc J. Lane Wealth Group & Robert M. Overview of Hot Trends Impacting Your Social Enterprise Lang, The Mary Elizabeth & Gordon B. Mannweiler Foundation Location: Seacliff A/B Track: Leadership Development & Education Confused or overwhelmed by “hot trends” like Twitter, shared services, Facebook, BCorp, L3C, insideGood, LinkedIn and others? Using an Ignite* approach, we’ll check out what’s new and discuss whether and how these new trends matter for your social enterprise! (*this is one of the hottest trends!) Presented by: Caryn Capriccioso & Rick Zwetsch, interSector Partners, L3C Remember When Saving the World Was Easy? Having the brains, ideas and drive to help save the world just isn't enough anymore. Your social enterprise can't thrive if no one really understands what you do. Or why you're so unique. Or why people should care. TopSprout can help you save the world. The TopSprout Marketing Starter Kit provides personalized research, crystal clear messaging and professional collateral that help you stand out from the crowd, serve more customers and attract more investors. Contact success@topsprout.com to get started with your own topsprout TopSprout Marketing Starter Kit. www.topsprout.com
- 41. Education 40 Session III | Thursday, April 29, 3:00-4:00pm Build A Venture in 60 Minutes— Strategies for Proof of Measuring Social Return on Investment: a Case Study on Concept, Networking and Early Funding Using this Tool Location: Bayview A Track: Models & Strategies Location: Pacific B/C Track: Communicatons & Storytelling Whether you are a social entrepreneur, an investor, Practitioners seeking to generate social impact require tools established professional, or someone still figuring out how to to measure, manage, and communicate their program get involved, you can play a crucial role in building a social performance. Nemours is finishing its second year of enterprise. This fast-paced, interactive workshop will bring all implementing a customized Social Return on Investment (SROI) of the pieces together and leave participants with actionable Toolkit, and will share its experience and lessons learned from next steps for better engagements with social ventures that measuring SROI across programs in the organization and with need to scale. partner NGOs via a hands-on learning workshop. Presented by: Mike Del Ponte, Sparkseed & Jerry Hildebrand, Presented by: Sara Olsen, SVT Group & Drew Tulchin, Social Enterprise University of the Pacific Global Center for Social Entrepreneurship Associates Creating an Enabling Policy Framework for Social Enterprise Social Enterprise Angels Forum Location: Pacific N/O Track: Policy & Advocacy Location: Bayview B Track: Investment & Finance The development of a National Policy Framework for non-profit Three social enterprises will deliver five to eight minute social enterprise in Canada is a goal of the Social Enterprise presentations for a panel of social investors, who will then Council of Canada (SECC). Members of the SECCl will discuss pose questions and provide feedback. Audience members the process and experience of facilitating the national will act as observers. conversation, collaboration, and consensus on the “pillars” for creasing a supportive environment for social enterprise, which The DC Central Kitchen Growers Consortium — A New Way can be replicated in other countries. SECC’s vision is for a to Fish sustainable and inclusive economy. Location: Seacliff D Track: Models & Strategies Presented by: Members of the Social Enterprise Council of Canada: What began two years ago as a simple program to cut food Ethel Côté, Canadian Centre for Community Renewal; Anne Jamieson, costs, has exploded into a multi-layered social enterprise that Toronto Enterprise Fund; David LePage, Enterprising Non-profits is having positive effects not only for the organization, but for Program & Sonia Pouyat, kidsLINK/NDSA the community, local growers/farmers and several for profit businesses. Perhaps most exciting is that this program can Entrepreneurial Thinking: It’s an Organizational Cultural be replicated in any community and scaled to match current Thing capabilities. Location: Seacliff A/B Track: Leadership Development & Education Presented by: Michael Curtin & Brian MacNair, DC Central Kitchen Building an organizational culture of entrepreneurial thinking is unfamiliar ground for many nonprofits. Learn how one Tools for Financing Social Enterpises agency reshaped an antiquated way of life into a bounty of Location: Pacific L/M Track: Investment & Finance creativity and increased revenues. This session, designed for small-medium size organizations (under $3 million), will There is an increasing array of financing mechanisms for showcase one practioner’s journey in “entrepreneurializing” social enterprises, including traditional loans, lines of credit, their team and using Good to Great principles to accelerate new market tax credits, program related investments and growth. Usable tools & ideas you can use tomorrow will be equity investment investments. Learn about all these and shared. more in this session. Presented by: Wendy K. Baumann & Julann Jatczak, Wisconsin Presented by: Emily Bolton, Social Finance; Ted Levinson, RSF Social Women’s Business Initiative Corporation Finance; Jennifer Pryce, Calvert Foundation & Gregory Schiefelbein, Opportunity Finance Network Happily Ever After: The Art of Cause Storytelling Using Technology to Scale: Success Stories in Bringing Location: Marina Track: Communicatons & Storytelling Transparency to Global Value Chains Every day, people are bombarded by 3,000 media and Location: Seacliff C Track: Models & Strategies marketing messages. For nonprofits to compete, they must This session presents two case studies that exemplify how leverage their greatest asset – the power of storytelling. technology can be used to scale social impact projects Whether it is a polar bear illustrating the importance of saving inexpensively. The examples highlight projects using mobile the environment or people sharing their lives on Youtube.com, technology and an interactive online tool to reform global everybody responds to a story. This workshop will share best supply chains and alleviate global poverty on a broad scale. practices on how you can get your story heard. Presented by: Ella Silverman, World of Good Presented by: Suzanne Smith, Social Impact Architects
- 42. Education 41 Session III | Thursday, April 29, 3:00-4:00pm Catch a Sneak-Preview of “The New Recruits” - Can Capitalism Save the World? Location: Golden Gate Track: Leadership Development & Education The New Recruits is a feature documentary about a battalion of jet-setting business students armed with a radical plan to end global poverty: charge poor people for goods and services. They spend one year struggling with startups to peddle drip irrigation in Pakistan, LED lights in India, and toilet service in Kenya. It takes an unflinching look at social entrepreneurship, a movement touted as the new alternative to charity—its ideals, practitioners, and realities. An unlikely cross between The Apprentice and Slumdog Millionaire, The New Recruits is a hilarious, evocative, edge-of-your-seat thrill ride along a road paved with good intentions. This Summit 2010 exclusive preview will be moderated by Heidi Krauel whose work with Funded by the PBS Foundation through a grant from the Skoll D.Light is featured in “The New Recruits”. Q&A Foundation, directed by Seth Kramer, Daniel A. Miller, and will follow screening. Jeremy Newberger, and narrated by Rainn Wilson, Dwight For more information about the film, visit: Schrute of NBC’s hit comedy series The Office, “The New www.thenewrecruits.com Recruits” has been featured on the Public Radio’s Marketplace www.ironboundfilms.com in November 2009 and is scheduled to air on PBS in June 2010. Changing Nonprofit Organizations ing One Conversation at a Time... Co-active coaching is globally changing the way that organizations recruit, retain, engage and motivate staff and grantees—with powerful long-term results. maria@thecoaches.com 415.450.0566
- 43. Education 42 Session IV | Friday, April 30, 9:00-10:00am Assessing Impact for Investing Public Funds in Social Innovative Models for Scaling Social Enterprise Enterprise Location: Pacific L/M Track: Models & Strategies Location: Seacliff A/B Track: Policy & Advocacy What does ‘scale’ really mean? Is it all about size, or are there Social enterprise is receiving increasing attention from other dimensions that can facilitate scaling a high performing government as a solution to our most pressing social solution? This panel will explore some of the latest thinking problems. This session will discuss the latest thinking for how and examples of social enterprises scaling. government entities can assess social impact for making Presented by: Klaus Hertrampf, Lebenswelten Social Firms; investments in social enterprise. Melissa Richer, The Ayllu Initiative; Alistair Wilson, School of Social Presented by: Tom Triplett, Former Commissioner of Finance, State Entrepreneurs & Erin Worsham, Duke University Center for the of Minnesota; Marcus Weiss, Economic Development Assistance Advancement of Social Entrepreneurship Consortium & Jessica Wilson, Carnegie Mellon University [invited: Marta Urquilla] Kitchens With Mission - How to Document and Share a Successful Social Enterprise Model Burning a Hole in the Fog - Shedding Light on the Avant- Location: Pacific N/O Track: Communications & Storytelling garde Legal Structures for Social Enterprises Location: Bayview B Track: Investment & “Kitchens With Mission” - a network of foodservice operators providing hands-on training for individuals facing barriers Finance You have read about and heard about different to employment. Established programs collaborate on best legal structures for for-profit social emprises, including practices, corporate sponsorship and measuring national L3C’s, B Corporations, Flexible Purpose Corporations, For- impact; while emerging kitchens follow a prescribed path benefit corporations, and, in the United Kingdom, the CIC. to success and benefit from shared lessons learned. Learn You have attended panels that discuss the L3C and the B more about this exciting new network, our five-year goals and Corporation. This panel will consider some of the similarities immediate relevance. and differences and the relative strengths and weaknesses of each of these forms, from the legal perspective. Presented by: David Carleton & Dan Escobar, FareStart/Kitchens with Mission; Gregg Johnson, FareStart Board Member/NPower; Janet Presented by: Rob Wexler, Adler & Colvin Gorence Davas, Liberty’s Kitchen “Coming Up For Air” How to Work Smarter, Not Harder, to Social Enterprise Angels Forum Advance Your Organization Location: Seacliff D Track: Investment & Finance Location: Marina Track: Leadership Development & Education Three social enterprises will deliver five to eight minute Are you constantly in a race against the clock? Too much to presentations for a panel of social investors, who will then do, not enough time? In this session you will learn tips for pose questions and provide feedback. Audience members escaping the “Ready, Fire, Aim” cycle; guidance on separating will act as observers. the minutiae from the mission; tools for evaluating challenges, opportunities and priorities; and case discussions where Social Enterprises in Africa working smarter made the difference. Location:Seacliff C Track: Models & Strategies Presented by: Catherine Markman, Global Brigades Economies in Africa have unique challenges and opportunities that are giving rise to their own kind of social enterprise. Learn Design and Test Your Business Model Before You Plan about some examples in this session and the tremendous Your Business potential for bottom of the pyramid ventures. Location: Bayview A Track: Models & Strategies Presented by: Cecilia Appianim, Kuapa Kokoo; Saul Garlick, Think This workshop will focus on practical ways to test your Impact; Niki Lagos, Divine Chocolate USA; Susan Steinman, Centre for business model. Many sources of information are available Social Entrepreneurship, University of Johannesburg, South Africa to help social entrepreneurs develop a business plan. Yet new businesses fail in spite of planning when the underlying business model is unsound. This session will present a systematic approach to devising a business model that increases the likelihood of attaining sustainability. Presented by: Jean H. Robinson, JHR Resources
- 44. Education 43 Session IV | Friday, April 30, 9:00-10:00am Social Enterprise Loan Funds Expedite Private Financing Stories from Australian Social Enterprises: Key Learnings Location: Pacific B/C Track: Investment & Finance from the Journeys of Practitioners This workshop will explore ways to match investors, both Location: Golden Gate Track: Communications & Storytelling private and socially-minded, to social enterprises. Building off This session will draw on a documenting Stories of the PRI model, the Social Enterprise Loan Fund (SELFund) was Australian Social Enterprise project being undertaken by established at the Orange County Community Foundation The Centre for Social Impact at the University of NSW and (OCCF) in 2005 and has provided access to over 30 million Parramatta City Council. Stories of social enterprise and dollars in capital. We will discuss both the fund’s history as social entrepreneurship activity are largely undocumented well as more recent efforts to innovatively leverage capital for in Australia. Over the past 10-15 years a number of overseas social enterprises. publications on these topics and Australians returning Presented by: Betsy Densmore & Josh Drake (Board Member), from working in the field overseas have provided a catalyst Academies for Social Entrepreneurship for developing the sphere of activity. The project aims to contribute to addressing the gap in local material. Around 35 practitioners are being interviewed in detail about their social enterprise journeys and the key learnings will be presented thematically. At the time of the conference the project will be approximately three-quarters complete with key learnings identified. Presented by: Joanne McNeill, Parramatta City Council, AU Your Global Network For Impact CONNECTING PRACTITIONERS IN A GLOBAL LEARNING COMMUNITY The SEEP Network is a global network of microenterprise development practitioners. Its 80+ institutional mem- bers are active in 180 countries and reach over 35 million microentrepreneurs and their families. SEEP’s mission is to connect these practitioners in a global learning environment so that they may reduce poverty through the power of enterprise. For 25 years SEEP has engaged with practitioners from all over the globe to discuss chal- lenges and innovative approaches to microenterprise development. As a member-drive organization, our members drive our agenda while SEEP provides the neutral platform to share their experience and engage in new learning on innovative practices. The SEEP network helps strengthen our members collective global efforts to improve the lives of the world’s most vulnerable people. For more info. www.seepnetwork.org | For membership contact seep@seepnetwork.org
- 45. Education 44 Session V | Friday, April 30, 10:30-11:30am Developing a Career in Social Enterprise State and Local Government Efforts to Support Social Location: Golden Gate Track: Leadership Development & Education Enterprise & Social Innovation Social enterprise is on track to become a recognized Location: Pacific L/M Track: Policy & Advocacy profession, with a growing number of higher education In recent years, we have witnessed a growing national trend programs and an expanding number of jobs. This session toward the establishment of offices of social entrepreneurship, will discuss how this profession is shaping up, where are the social innovation, strategic partnerships, and other such opportunities, what are the barriers, and what it takes to be purposes. This session will feature the leadership of several prepared to plan a career in the field. government and quasi-government offices at the city and Presented by: Alexandra Céspedes Kent , Civic Ventures; Rich state levels in a dialogue about their efforts to foster a more Leimsider, The Aspen Institute; Shivani Mair, The Careers Surgery & Jim supportive environment for spreading social impact. Our Schorr, Owen School of Business, Vanderbilt University (moderator) conversation will compare various models and provide insight into the specific strategies employed to launch and maintain Seven Strategic Blunders: Why Social Enterprises Fail and these efforts. Entrepreneurial Nonprofits Stumble Presented by: Colleen Ebinger, Root Cause (moderator), Robin Brulé, Location: Bayview A Track: Models & Strategies New Mexico Center for Philanthropic Partnerships; Liz Darling, OneStar Jerr Boschee will review seven strategic mistakes Foundation: Texas Center for Social Impact; Allyson Hewitt, MaRS Discovery District Toronto & Mike Roque, Denver Office of Strategic commonly committed by startup social enterprises and by Partnerships entrepreneurial nonprofits (and describe techniques to avoid them): The wrong management team; the wrong strategic Sustainable Impact Investing Exchanges framework (driving forces, vision, mission, core values, long- Location: Pacific B/C Track: Investment & Finance term goals); the wrong target markets; the wrong marketing mix; the wrong stakeholder relationships; the wrong financial Platforms for social stock exchanges have emerged in assumptions; and the wrong organizational culture. several countries. This session will present the Rockefeller Foundation’s project as well as the GSIX and the Nexii Presented by: Jerr Boschee, The Institute for Social Entrepreneurs/ transaction platform. Session participants will map their Social Enterprise Alliance position in the global ecosystem of actors in social capital Social Enterprise and Corporate Partnerships markets to develop information on the state of play in the field. Location: Pacific N/O Track: Leadership Development & Education Presented by: Pradeep Jethi, Social Stock Exchange Ltd; Vince Molinari, GATE (Global Alternative Trading Engine) & Tamzin Ractliffe, NeXii Although not well known, there are a growing number of Global successful partnerships between corporations and social enterprises. Learn about some of these notable examples and Track and Express your Success Using Leading Edge the untapped opportunities for more such partnerships. Technology Tools Presented by: Rob Wexler , Adler & Colvin (moderator), David Adair, Location: Bayview B Track: Communications & Storytelling Price Waterhouse Coopers; Shahida Saleem, Sehat First & Alistair Do you dare to: understand your Social Enterprise Value better, Wilson, School for Social Entrepreneurs engage your Board and others around the issues that matter, Social Enterprise Angels Forum focus your information gathering needs, and communicate Location: Seacliff D Track: Investment & Finance your value using leading edge technology tools? This session explores tools to determine what is important for Three social enterprises will deliver five to eight minute your organization ‘to know and show’ and effective ways to presentations for a panel of social investors, who will then streamline monitoring and reporting, using a real world Social pose questions and provide feedback. Audience members Enterprise case study. The session also demonstrates leading will act as observers. edge technology for our Web 2.0 world. Social Enterprises in the Middle East & North Africa Presented by: Bryn Sadownik, VanCity Community Foundation & Steve Location: Marina Track: Models & Strategies Williams, SAP Canada The Middle East & Northern Africa represents a diverse group of cultures with various customs and economic circumstances. Find out about emerging social enterprises in this region designed to address particular socio-economic needs within the constraints of these contexts. Presented by:Abbass Abbass, Al-Manarah; Rachel Benziman, Social Businesses Consultant & Researcher & Nir Tsuk, Ashoka Israel
- 46. Education 45 Session V | Friday, April 30, 10:30-11:30am Where to Begin: The Use of Collaboration in Social Youth-based Ventures from Around the World Enterprise, Tools for Complex Environments Location: Seacliff C Track: Models & Strategies Location: Seacliff A/B Track: Models & Strategies As the population of disadvantaged youth around the world Collaboration is a much discussed objective in most policy expands, more social enterprises are emerging to give these and program goals. Implementation, however, can be young people a lift up through enterprise. Learn about youth- illusive, ‘when for profit’ and ‘not for profit’ strategies/ based ventures from several countries. stakeholders work together. This session is designed to help Presented by: Steve Cordes, Youth Opportunities Unlimited; Jim Mullan, social enterprise projects navigate the complex stakeholder Kibble Education and Care Centre; Tess Reynolds, New Door Ventures networks of social enterprise activity. Using three case studies: establishing a multi-tenant program, developing back office support and building a leadership team, the workshop will develop a social enterprise definition of collaboration and examine both planning, technical and leadership collaboration tools. Presented by: Ken Edwards & Neville Twine, New Path UJ_HOW_Conference_Ad_191x127 2/2/10 12:35 PM Page 1 C M Y CM MY CY CMY K
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- 48. 47 Social Enterprise Summit 2011 April 20-22, 2011 | Marriott Chicago Downtown Magnificent Mile Join the social enterprise community on Chicago’s magnificent Miracle Mile for learning, inspiration, new connections and good food. See you next year!