Inaugural State-Wide Conference for Iowa's Not-For-Profit Community

February 16 - February 18, 2009

The Iowa Department of Cultural Affairs in conjunction with the Iowa Nonprofit Resource Center and a state-wide steering committee from the Iowa not-for-profit community collaborated to create the inaugural Iowa Not-for-Profit Alliance Conference, which will become an annual event.

The conference promoted three tracks including best practices, cost saving measures and a legislative update; all focused on the not-for-profit community. More than 300 attendees and experts participated from around the state. A two-day expo also provided an opportunity for suppliers and other organizations in the industry to network with attendees and to display their goods and services.

Agenda

Monday February 16th, 2009

4:00 PM
Registration and Check-In at the Marriott Hotel Downtown Des Moines

6:00 PM – 8:00 PM
Cocktail and Networking Reception at the Marriott Hotel Downtown Des Moines

Welcome/Opening Remarks by Conference Co-Chair Director Cyndi Pederson and Mrs. Christie Vilsack

Tuesday February 17th, 2009

7:30 AM – 9:00 AM
Registration and Check-In at the Marriott Hotel Downtown Des Moines

9:00 AM – 9:30 AM
Welcome/Opening Remarks by Conference Honorary Chairs Martha Willits and Barry Griswell

Welcome/Opening Remarks by Conference Co-Chair Director Cyndi Pederson

9:30 AM – 10:15 AM
Roundtable discussion #1 with questions/answers
Topic: Non-Profit Best Practices Across the Country
Discussion Areas: Understanding board and officer fiduciary responsibilities, proper fiscal management, avoiding pitfalls with employees, financing tools available but not often used, advocacy training (how to talk to power with power) based on programs by state and national experts
Participants: Leaders of Well Known Regional and National Non-Profits

Speakers:

1. Sandy Boyd, Chair, Larned A. Waterman Iowa Nonprofit Center

2. Kristi Knous, Vice President of Donor Relations and Community Investment for the Greater Des Moines Community Foundation

3. Tim Stiles, President of the United Way of Siouxland

4. Linda Boatman, President of Davis County Courthouse Preservation Fund

10:15 AM – 10:30 AM
Coffee Break – Networking visit Expo tables

10:30 AM – 11:15 AM
Roundtable discussion #2
Topic: The Investment Policy Statement
Discussion Areas: The Investment Policy Statement (IPS) is the foundation upon which investment goals, manager evaluation and monitoring are/should be based. It is the most important tool a nonprofit organization can have for coming to grips with proper stewardship of its most scarce resource---money. An investment policy statement helps a nonprofit organization achieve its organizational goals without taking undue risks. An effective investment policy statement also helps:

- Establish portfolio objectives to meet the organization’s needs

- Measure the organization's willingness and ability to assume risk in the investment portfolio

- Serve as a road map for all investment decisions

- Align organizational objectives with risk tolerance to create the portfolio allocation

- Determine which asset classes to include in an investment allocation

Speakers:

1. Lance Gunkel, Senior Financial Analyst with Syverson Strege & Company

2. Bill Boyd, Attorney at Law, Nyemaster Goode

11:15 AM - 11:30 AM
Presentation/Discussion with Richard Koontz, Director of the Larned A. Waterman Iowa Nonprofit Center
Topic: Legislative Update

11:30 AM - 12:00 AM
Networking and Visit Expo tables

12:00 AM – 1:15 PM
Lunch and Keynote address Michael Audino, Charitable Giving Resource Center
Topic: "Philanthropy: Our Unique Economic Driver"

1:15 PM – 2:00 PM
Breakout Sessions

1. Advocacy – Do’s and Don’ts of Advocacy – Jay Dick, Americans for the Arts
2. The New 990 – Heather Campbell, Dorsey Law Firm
3. Merging the Artistic world with the real world – MD Isley, BRAVO
4. Building Participation for the Arts – David Fraher, Arts Midwest
5. New Technologies – Nathan Wright, Lava Row

2:00 PM – 2:15 PM
Networking and Visit Expo tables

2:15 PM – 3:00 PM
Breakout Sessions

1. Grant Mining through private sources – Angie Dethlefs-Trettin, Iowa Council of Foundations
2. 5 Behaviors to Exemplary Leadership - Angie Chaplin, Center for Learning and Leading
3. Collaboration within Non-for-Profits – Richard Koontz, Director of the Larned A. Waterman Iowa Nonprofit Center
4. How Your Organization Can Capitalize on President Obama's Call to Action – Adam Lounsbury, ED IA Commission on Volunteer Service

3:00 PM – 3:15 PM
Networking and Visit Expo tables

3:15 PM – 4:00 PM
Roundtable discussion #3
Topic: The 7 Basic Elements of a Strategic Development Plan & Creating a Powerful Case Statement

Speakers:

1. Stacy Rungaitis, Charitable Giving Resource Center

2. Doug Lockin, Charitable Gift Planning

3. Stacy Kluesner, Executive Director, I Have a Dream Foundation

4. Pamela Pepper, Director of Development Operations & Director of Annual Fund Programs, Drake University

5. Michael Audino, Principal, Charitable Giving Resource Center

4:00 PM – 5:00 PM
Awards Ceremony - Welcome/Opening Remarks by Iowa Secretary of State Michael A. Mauro and Mrs. Christie Vilsack

Wednesday February 18th

7:00 AM – 9:00 AM
Great Places Legislative Breakfast – North Wing of the Capitol

9:00 AM
Point of Privilege in House and Senate

11:00 AM – 4:00 PM
"Iowa Principles and Practices for Charitable Nonprofit Excellence" training taught by Richard Koontz, Jude West and Sandy Boyd

Location: Wallace Building Conference Room. Lunch will be provided. Registration is with Deirdre Giesler at Cultural Affairs $25.00

Topics: Will include board selection and operations, strategic planning, executive director, human resources (including volunteers), communications, finance and funding, advocacy, collaboration, accountability and legal compliance

Travel

Marriott Hotel Downtown

Exhibits

Attendees:

Not-for-Profit Organizations
Policy Makers
Suppliers to the NFP community

Partners

The Iowa Department of Cultural Affairs in conjunction with the Iowa Nonprofit Resource Center and a state-wide steering committee from the Iowa not-for-profit community.

INFPA Honorary Conference Chairs
Barry Griswell Community Foundation of Greater Des Moines	Martha Willits Greater Des Moines Partnership

Sponsors