Nonprofit Summit Agenda

Summit Agenda 2017

“Breaking Barriers”

November 1st, 2017,  8 – 4:00 PM, Embassy Suites La Vista, La Vista, NE - 8:00 – 8:30 Registration and Breakfast 

8:30 – 9:00 Guidelines and Principles Panel
This panel will provide a brief overview of the Guidelines and Principles for Nonprofit Excellence Program and Best Practices Partnerships. The panel is comprised of three vignettes of nonprofits at different stages of the process, highlighting benefits, challenges, and
lessoned learned.

9:00 – 9:20 Break

9:20 – 10:35 Morning Breakout Session (attendees choose 1)
“You’ve got your strategic plan, now what?” – Beth Morrissette and Mary Lee Fitzsimmons

“You’ve got your strategic plan, now what?” presentation will assist Executive Directors, Board
Presidents, Board members, committee members and leadership teams understand the
importance of not letting dust collect on the strategic plan. The intention of any strategic plan
is to help move an organization forward to a shared vision of the future. But how do you do
that work and still do all of the daily work? One is by setting realistic yearly goals and breaking
those goals down into quarterly action steps with accountability assignments. Another is
knowing your role and how you can support the implementation and not block progress.
Participants will explore strategies to engage the Board, how to ensure participation by the
employees, and be given the names of a variety of technology platforms they can use.

Why Nonprofits Should Make Money, Not Just Raise It – Randy Hawthorne
The nonprofit sector has fought the stigma for years because someone decided to name us by
our tax status. It’s not the way we should run our businesses – and yes, your nonprofit needs
to be treated like a business. In order to allow your mission to not just survive and truly thrive,
we need to diversify our revenue, and not continue to rely on traditional donations and grants.
Don’t miss this workshop where we give nonprofits the tools they need to start generating
revenue, and stop depending just on donations to run their organization.

Move Your Mission: What you need to know about advocacy and lobbying to
move legislation related to your mission
Nonprofits and service providers have a powerful voice. That voice, along with their expertise,
can inform public policy on behalf of their clients and members. Yet, social impact often
cannot be done by just one organization or using one tactic. In this session, we’ll explore
important advocacy tools and resources, which allow and encourage organizations to engage
in policy, provide a case study example (to show you how easy it can be) and discuss how
strategic collaboration around policy issues can advance your mission.
Panelists include:
Marj Plumb, Executive Director, Coalition for a Strong Nebraska
Jo Giles, Policy and Training Director, Coalition for a Strong Nebraska
Michelle Zych, Executive Director, Women’s Fund of Omaha
Traci Bruckner, Research and Policy Director, Women’s Fund of Omaha
Lisa Sock, Consultant

10:35 – 11:00 Break

11:00 – 12:15 Lunch

11:00 – 11:45 Keynote Presentation
Equity 201: Moving Beyond the Conversation – Vu Le
Equity is the new coconut water. Everyone is drinking it. We've been talking a lot about Equity
as a sector, but what does this look like when translated into everyday actions? We'll explore
how Equity looks like across critical areas: Fundraising, programs and services, board
engagement, hiring, data, communications, community engagement, etc. Vu Le, writer behind (formerly, will his brand of humor and no-nonsense,
will discuss these and other areas and challenge us all to take tangible actions as a sector to
advance an equitable society.

11:45 - 12:15 Catalyst Award | Nonprofit Executive Institute Class 12

12:15 – 1:30 Workshop
Equity 201: Implementing Equity at Your Organization – Vu Le
After Vu's presentation, which will be filled with pictures of baby animals, he will facilitate
interactive group conversations delving deeper into the specific issues addressed in the
keynote, as well as other issues that arise. Although Equity is complex, there are actions we
can all take even as we work to address systemic challenges. Every organization will leave
with a list of tangible items that can be quickly implemented at their organizations.

1:30 – 1:45 Break

1:45 – 3:00 Afternoon Breakout Sessions (attendees choose 1)
Sharing What Works: Using Data to create culturally sensitive and respectful
practices—Renee Franklin
In order for children to succeed, programs need to simultaneously work with children, teachers
and families to achieve shared goals and outcomes. In this interactive session, attendees will
• how to develop culturally sensitive and respectful practices using multiple data points for
continuous improvement
• how to carefully assign meaning to the results using stakeholder input
• how to use data to overcome stereotypes (i.e. people in poverty can’t…)
• include data from participants in genuine decision making
The Learning Community has successfully designed an early childhood and family learning
program which has resulted in outcomes exceeding the school district average as well as
nationally recognized benchmarks.
Our strong third party evaluation results has allowed the Learning Community to become the
first organization in Nebraska to be recognized as a partner in the Aspen Institute’s 2 Gen

Intentional Inclusion//Who's in your circle? –Cammy Watkins with Inclusive
As non-profit professionals we often depend highly on our networks to build our organization
and our brand. Often our social network highly influences our business network, which could
lead to boards, advisors or staff that aren't always representative of the communities of which
we serve and work. During this workshop on Intentional Inclusion we will reflect on how
networks are formed and what unconscious bias have shaped those networks. We will then
discuss ways to expand those networks and work to bring new perspectives to your

How to reach the next generation of diverse young professionals for board
membership – Roger Garcia, MYLPA and Urban League of Nebraska Young
This workshop will tackle the issue of connecting nonprofit boards with diverse young
professionals in the Omaha metro area. Many boards say they struggle with recruiting diverse
board members, yet so many well-educated young and diverse professionals live in the
Omaha metro area. What is needed to connect a bridge between nonprofit boards and
potential new, diverse board members? This workshop will educate nonprofits on easy ways
to connect with young professionals for potential board membership and will also provide
insight into the modern, diverse young professional. A panel of diverse young professionals
will also be present to answer questions regarding how to engage them into nonprofit boards.

3:00 – 3:20 Break

3:20 – 4:00 Embracing Uncertainty Funder Panel
This panel discussion will end the day with reflection and reaction from previous sessions,
current trends, and/or how nonprofits can embrace uncertainty.
Panelists include:
Tahnee Markussen, Lozier Foundation
Kristin Williams, The Sherwood Foundation
Pete Tulipana, Iowa West Foundation

4:00-5:30 Networking Happy Hour Hosted by DA DAVIDSON. | LaVista Embassy Suites

The Summit convenes nonprofit professionals to hear from thought leaders, network with peers and gain insight
on best practices for enriching the quality of community life throughout Nebraska and Western Iowa

DA Davidson and Nonprofit Association of the Midlands are not affiliated.