2017€¦ · philanthropy henry berman leads exponent philanthropy using his extensive experience...

2017FAMILY PHILANTHROPY

CONFERENCETRUSTING VALUES / NAVIGATING DISRUPTION

MONDAY, MAY 15, 2017CENTER FOR HEALTHY COMMUNITIESLOS ANGELES, CALIFORNIA

@socalgrantmaker #SCGFamilyCon17

AGENDA

2 @socalgrantmaker #SCGFamilyCon17

8:30 am BREAKFAST & REGISTRATION

9:00 am WELCOME

OPENING EXCERCISE: DEFINING VALUES

9:40 am MORNING KEYNOTE & PANEL CONVERSATION: TRUSTING VALUES

10:30 am BREAKOUT SNEAK PREVIEW

10:40 am NETWORKING BREAK

11:00 am BREAKOUT SESSIONS:

• Embracing Internal Disruption as an Opportunity for Greater Impact

• Levee Breaks: Navigating Disruptions to Philanthropic Practice

• Personal Disruption: Becoming Your Best and Building Sector Leaders

12:15 pm LUNCHEON KEYNOTE: BUILDING YOUR REFLECTIVE PRACTICE

2:00 pm DESSERT BAR & NETWORKING

9:00 am – 9:40 am WELCOME

Jan Jaffe

Senior Partner, The Giving Practice

JanJaffe’sconsultingworkfocusesonstrategicplanning,

onboarding,professionaldevelopmentprogramdesign,

facilitatingcollaborativegroups,andcoachingfoundation

executivesandstaff.Shehasdevelopedabroadsetof

reflectivepracticetoolsthathelpphilanthropistsbring

curiosityandcreativitytothedilemmasthatemerge

inourwork.Jaffealsospent30yearsattheFord

Foundationwithawiderangeofassignments,including

makingprogramrelatedinvestments,runningaplanning-

and-learningunitfortheProgramDivision,andcreating

GrantCraft,whichhelpsphilanthropistsacrosstheglobe

sharetoolsandskillsthatsupportsocialchange.

Nike IrvinVice President, Programs, California Community Foundation and Vice Chair, Southern California Grantmakers Board of Directors

OPENING EXCERCISE: DEFINING VALUES

Whenwasthelasttimeyouhadaconversationabouthowyour

foundationlivesitsvalues?Whetheryou’vebeenpartofaformal

processtoidentifyvaluesorit’sbeenonthe“ToDo”listfora

longtime,thissessionwillgiveyouanopportunitytoexplorehow

definingfamilyfoundationvaluescanbeavaluabletoolforaligning

anddisruptingstrategy.We’llalsotestdriveamethodtomatch

valueswithstrategiesthatwillengageeveryoneatyourfoundation.

Henry Berman

CEO, Exponent Philanthropy

HenryBermanleadsExponentPhilanthropyusing

hisextensiveexperiencemanagingpeople,projects,

andbudgetsinthenonprofitandfor-profitsectors.

Inhisformalphilanthropiccareer,hehasservedasa

foundationpresidentandco-trustee.Heservedonthe

ExponentPhilanthropy(thencalledtheAssociationof

SmallFoundationsorASF)boardfrom2008–2010and

wasappointedCEOin2011.Bermanwasinstrumental

inhelpingASFevolveintoExponentPhilanthropy.

Throughhisexperienceasamemberandaleader

withintheorganization,hebringsafirsthandunderstandingoftheneedsof

philanthropistswithfewornostaff.BeforejoiningExponent,Bermanhada

longcareerineducationalmediaandtechnology.HealsoservedasaBoard

Member,volunteer,fundraiser,andmarketerfortheAmericanOccupational

HealthAssociationandtheCottonwoodGulchFoundation.Hecurrentlyserves

ontheBoardsoftheCenterforDisasterPhilanthropyandtheNationalCouncil

ofNonprofits.

9:40 am – 10:30 am MORNING KEYNOTE AND PANEL CONVERSATION: TRUSTING VALUES

Intoday’sworld,weasfundersoftenfindourselvesneedingto

reacttorapidandunexpectedchangeswhenwemightfeelmore

comfortablewithslowandsteadyevolution.Wearefacedwith

newpossibilities,challenges,anddisruptionsonadailybasis.

Thegoodnewsis,oneofourgreatestabilitiesasfundersisto

benimble,agile,andresponsivewhilestayinggroundedbyour

corevalues.ExponentPhilanthropyCEOHenryBermanwilloffer

hisperspectiveonhowvaluescansetthecourseforthework

ofyourfamilyphilanthropy.He’llthenbejoinedbythreefamily

foundationleaderswhowillsharehowvalueshelpedthem

overcomemessy,disruptivesituationsandguideddecisionsthat

alignedwiththeirpersonalandorganizationalprinciples.

@socalgrantmaker #SCGFamilyCon17 3

Sylia Obagi,Philanthropic Advisor, The Generative Group

Mashanda LazarusBoard Member, Satterberg Foundation

Chuck SmithExecutive Director,George Hoag Family Foundation

10:30 am – 10:40 am BREAKOUT SNEAK PREVIEW

Ourbreakoutleaderswillmakethecaseforattendingtheirtopic

withasneakpeekofwhatyoucanexpectineachsession.


11:00 am – 12:15 pm BREAKOUT SESSIONS

Embracing Internal Disruption as an Opportunity for Greater Impact

Therearebothexternalandinternaldisruptionsthatcompel

familyfoundationstochangetheirpractices.Inthese

circumstances,familiescaneitherstrugglewithunexpected

changesorembracedisruptionasapositivedriverofcreativity

andeffectiveness.Inthissessionwe’llexplorehowtocreatea

foundationculturethatleveragesdisruptionasanopportunity

torebuild,redesign,andrecreateyourmission-drivenpriorities.

Panelistswillprovidereal-lifeexamplesofdisruptionswithwhich

theirfamilyfoundationshavedealt—aswellasathree-part

roadmaptoengageheartsandminds,changebehaviors,and

createinternalproceduresforsuccessfultransformation.

Levee Breaks: Navigating Disruptions to Philanthropic Practice

Whethertheyarerootedinchangestoculturalnorms,

advancesintechnology,newpublicpolicies,ornatural

disasters,manyofthedisruptionstothepracticeof

philanthropyareoutofourcontrol.Whatwecancontrol,

however,istheywayinwhichwereinterpretandassertthe

valuesthatguideourgiving.We’llexplorehowfoundations

andnonprofitsalikehavenavigatedrecentexternal

disruptions,includingthedigitalcommunicationsrevolution,

thefinancialcrisisof’07-’08,theAffordableCareAct,and

Jacqueline ChunChief Programs & Operations Officer, The Carl and Roberta Deutsch Foundation

Bernadette GlennExecutive Director/President, WHH Foundation

Aoife Maud O’ConnellLeonetti/O’Connell Family Foundation

SESSION CO-LEADER Sylia ObagiPhilanthropic Advisor, The Generative Group

SESSION CO-LEADER Jeff SchafferAssociate, The Atlas Family Foundation

HurricanesKatrinaandRita.Participantswilldiscusslessons

learnedfromtheseeventsthatmighthelpusapproachour

philanthropymorethoughtfullyaswecontinuetofaceexternal

disruptions.

Personal Disruptions: Becoming Your Best and Building Sector Leaders

Asfunders,weseetheworldthroughthelensofphilanthropy

andrecognizehowmuchmoreworkneedstobedonetocreatea

trulyjust,equitable,lovingworld—andthisperspectivechanges

us.Wecaneitheruseourperspectivetobuildpersonaldefense

mechanismsorwecan“getreal”withourselvesandthose

withwhomwework.Inthissession,we’llexplorehowtouse

intentionalpersonaldisruptions(thosethatwecancontrol)to

thriveinthesecomplextimes.Withahealthydoseofinspiration,

joinustoexplorehowtohoneyourbestselfandsupportyour

family’sdevelopment.You’llalsolearnstrategiestoenhanceyour

leadershipcapacitiesandthoseofyourgrantees,whilecreating

moreofamindfulimpactonthecommunitiesaroundyou.

BREAKOUT SESSIONS (CONT.)


Joe LumardaSenior Vice President & Investment Counselor, Capital Group

Marc MoorghenCommunications Director, Conrad N. Hilton Foundation

SESSION CO-LEADER Brad MyersSenior Program Officer, Conrad N. Hilton Foundation

Casey RogersPhilanthropic Leader

Eli VeitzerVice President, Prototypes

SESSION CO-LEADER Joe WomacPresident, Specialty Family Foundation

Vera de VeraPhilanthropic Leader

Hilary KernArt Therapist, Yoga/Healing Practice

SESSION LEADER Annie HernandezExecutive Director,Frieda C. Fox Family Foundation and Youth Philanthropy Connect

Angel Roberson DanielsVice President, Grants The Angell Foundation

THANK YOU2017 FAMILY PHILANTHROPY ADVISORY COUNCIL

Rachel Barchie MossFoundationCelia Bernstein

Shirley Fredricks LawrenceWelkFamilyFoundation

Annie Hernandez TheFriedaC.FoxFamilyFoundation

Cathy Hession TheCarol&JamesCollinsFoundation

Eileen HuttoHutto-PattersonCharitableFoundation

Catherine Hutto Gordon Hutto-PattersonCharitableFoundation

Lauren Johnson LouisL.BorickFoundation

Stephanie Levin AnnenbergFoundation

Alexa MargalithLeonetti/O’ConnellFamilyFoundation

Julie Meenan JosephineS.GumbinerFoundation

Brad Myers ConradN.HiltonFoundation

Sylia Obagi TheGenerativeGroup

Claire PeepsTheDurfeeFoundation

Jeff SchafferTheAtlasFamilyFoundation

Mitchell SingerRockefellerPhilanthropyAdvisors

Charles SteinmetzSteinmetzFoundationThomas Weissenborn

WellsFargoFoundationElana Wien

TheJewishCommunityFoundationofLosAngelesJoe Womac

SpecialtyFamilyFoundation


Jan JaffeSenior Partner, The Giving Practice

12:15 pm – 2:00 pm LUNCHEON KEYNOTE: BUILDING YOUR REFLECTIVE PRACTICE

Afteramorningfullofinspiringideas,how

canyoufitsomeofthesenewstrategiesinto

yourday-to-daywork?Ourfinalsessionisan

opportunitytotryouttechniquesforexploring

andsolidifyingwhatismostimportantforyou

tobringhome.You’llexperimentwithsome

simplebutsophisticatedtoolsforbecominga

moreeffectivecommunicatorwiththoseyouneedtolead,inform,

convince,reinforce,orperhapsdisrupt,withyourmessages.

2:00 pm – 2:30 pm DESSERT BAR AND NETWORKING


Achieving America Family Foundation

Adams Legacy Foundation

The Ahmanson Foundation

All Ways Up Foundation

Annenberg Foundation

Asian Pacific Community Fund

The Atlas Family Foundation

The William C. Bannerman Foundation

K & F Baxter Foundation

S. D. Bechtel, Jr. Foundation

The Bedner and Eldon Family

Milo W. Bekins Foundation

The Philip and Muriel Berman Foundation

Celia Bernstein

Beutner Family Foundation

The Stanley and Joyce Black Family Foundation

David Bohnett Foundation

The Boone Foundation

Brach Family Charitable Foundation

The Brotman Foundation of California

Vladimir and Araxia Buckhantz Foundation

The Ronald W. Burkle Foundation

California Community Foundation

John N. Calley Foundation

Johnny Carson Foundation

The Annie E. Casey Foundation

Jon Christensen

The Carol & James Collins Foundation

The Community Foundation Serving the Counties of Riverside & San Bernardino

Cotsen Foundation for the ART of TEACHING

Crail-Johnson Foundation

The Carl & Roberta Deutsch Foundation

Roy & Patricia Disney Family Foundation

Peter and Candis Doerken Foundation

Doran Fund

The Dorrance Family Foundation

Draper Family Foundation

Dubchansky Family Foundation

The Durfee Foundation

The Edgerton Foundation

The Eisner Foundation

Environment Now

The Max Factor Family Foundation

Thomas N. Felgner Charitable Foundation

Focusing Philanthropy

The Frieda C. Fox Family Foundation

The Fund for Santa Barbara

Garen Family Foundation

John Jewett and Helen Chandler Garland Foundation

John Gogian Family Foundation

George and Marcia Good Family Foundation

The Greenberg Foundation

Grimes Family Foundation

Josephine S. Gumbiner Foundation

Heising-Simons Foundation

2017SCG FAMILY FOUNDATIONS, INDIVIDUAL MEMBERS &

COMMUNITY FOUNDATIONS

Conrad N. Hilton Foundation

George Hoag Family Foundation

The Hoag Foundation

Hutto-Patterson Charitable Foundation

Isabel Foundation

The Jewish Community Foundation of Los Angeles

Kautz Family Foundation

Ric and Suzanne Kayne Foundation

Kern Community Foundation

Latino Community Foundation

Leonetti/O’Connell Family Foundation

The Mortimer & Mimi Levitt Foundation

John M. Lloyd Foundation

Max H. Gluck Foundation

Bowen H. & Janice Arthur McCoy Charitable Foundation

McCune Foundation

Moss Foundation

The Rudolph J. & Daphne A. Munzer Foundation

Murad Family Foundation

The Kenneth T. & Eileen L. Norris Foundation

OneOC

Oppenheim Family Fund

The David and Lucile Packard Foundation

Will Parish

Carol Shuster Polakoff Family Foundation

Anthony & Jeanne Pritzker Family Foundation / Pritzker Foster Care Initiative

Reissa Foundation

Ernest and Irma Rose Foundation

The Rosenthal Family Foundation

Roth Family Foundation

Salser Family Foundation

Samueli Foundation

Santa Barbara Foundation

Satterberg Foundation

Kent Seton

The Simms/Mann Institute and Foundation

Cynthia L. and William E. Simon, Jr. Foundation

Specialty Family Foundation

Steinmetz Foundation

Sterling-Dorman Foundation

Stuart Foundation

S. Mark Taper Foundation

Tarsadia Foundation

Tatkin Family Trust

Flora L. Thornton Foundation

Three Sisters Foundation

The William H. Tilley Family Foundation

Guillermo J. Valenzuela Foundation

Ventura County Community Foundation

The Lawrence Welk Family Foundation

John and Marilyn Wells Family Foundation

WHH Foundation

Winebaum Family Foundation

Charles Woo

Zolla Family Foundation


2017SCG FAMILY FOUNDATIONS, INDIVIDUAL MEMBERS &

COMMUNITY FOUNDATIONS

SCGBoard of DirectorsBeatriz Solís, Chair

Director,HealthyCommunities(SouthRegion),TheCaliforniaEndowment

Nike Irvin, Vice ChairVicePresident,Programs,CaliforniaCommunityFoundation

Melissa Harman, TreasurerSeniorPartner,MossAdamsFoundation

Joe Lumarda, Secretary SeniorVicePresident,CapitalGroupand

Trustee,TheCaliforniaWellnessFoundation

Wendy Garen, Immediate Past Chair President&CEO,TheRalphM.ParsonsFoundation

Christine Essel President&CEO,SouthernCaliforniaGrantmakers

James Alva SeniorVicePresident,Citibank

Kim Belshé ExecutiveDirector,First5LosAngeles

Lee Draper FounderandViceChair,NationalNetworkofConsultantstoGrantmakers

President,DraperConsultingGroup

Cara Esposito ExecutiveDirector,Leonetti/O’ConnellFamilyFoundation

Michael Fleming ExecutiveDirector,TheDavidBohnettFoundation

Jeffrey Glassman Secretary,TheWallisFoundation;CEO,CovingtonCapitalManagement

Mary Ellen Kullman ExecutiveVicePresident&ChiefOperatingOfficer,ArchstoneFoundation

Shane Goldsmith PresidentandCEO,LibertyHillFoundation

Deidre Lind President,Mayor’sFundforLosAngeles

Antonio Manning PhilanthropyLeader

Steve Nissen SeniorVicePresident,Legal&GovernmentAffairs,NBCUniversal

David Porges NationalDirectorofCommunityEngagement,GrantThorntonLLP

Gabriela Robles VicePresident,St.JosephHealth

Victoria Rogers President,TheRoseHillsFoundation

Tara Roth President,GoldhirshFoundation

Gerald Solomon ExecutiveDirector,SamueliFoundation

Belen Vargas VicePresident,Programs,WeingartFoundation

Jonathan Lorenzo Yorba Chair,FordFoundationFellowsFund


SCG


SAVE THE DATES

OCTOBER 11, 12, & 26, 2017FUNDAMENTALS OF EFFECTIVE GRANTMAKING

SEPTEMBER 26, 2017ANNUAL CONFERENCE

Christine Essel President&CEO

Charlotte Anheier SeniorManager,StatewideOnlineTechnology

Morgan Bennett Manager,MemberEngagement

Amanda Byrd VicePresident,Membership&Communications

Alexandra Carew Director,Communications

Ana Victoria CruzAssociate,CommunicationsandCommunities

Rachel DoriaAssociate,MembershipandCommunications

Seyron FooDirector,PublicPolicyandGovernmentRelations

Karen Freeman,VicePresident,OperationsandGovernmentRelations;ChiefAdministrativeOfficer,PhilanthropyCalifornia

Kameron GreenSeniorManager,Programs

Michelle ItoIntern,PublicPolicy

Adele Lee Manager,Programs

Tuly MartinezDirector,ProgramsandConferences

Bekah McLeanAssociate,Programs

Karla MercadoAssociate,ProgramsandGovernmentRelations

Annabelle RosboroughSeniorManager,Programs

Dave Sheldon VicePresident,ProgramsandStrategicInitiatives

Justin Smith Manager,FinanceandOperations

Cheryl Thomas ExecutiveAssistantandOperationsAssociate

STAFF

Special thanks to SCG Family Philanthropy Consultant Jan Kern.


THANK YOU TO THE FUNDERS WHOSE 2017 OPERATING SUPPORT GRANTS MAKE OUR WORK POSSIBLE!

SPONSORSFAMILY PHILANTHROPY CONFERENCE2017

Southern California Grantmakers1000N.AlamedaStreet,Suite230LosAngeles,CA90012(213)680-8866www.socalgrantmakers.org



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2017€¦ · philanthropy henry berman leads exponent philanthropy using his extensive experience...

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