Discover the Keys to Transforming the Nonprofit Sector - Austin, TX

Austin, Texas
Thursday, October 25, 2012
Discover the Keys to Transforming the Nonprofit Sector - Austin, TX
Thursday, October 25, 2012 8:30 AM - 5:00 PM (Central Time)

AT&T Executive Education and Conference Center
1900 University Avenue
Austin, Texas 78705
United States

Map and Directions

Conference Overview

The 2012 Social Investing Forum will bring together key visionaries from the human services sector to discuss how to expedite the evolution of the nonprofit industry.  Current standard practices are not doing enough to make an impact on nonprofits.  This one day event will discuss the key things that need to change to allow this evolution to happen.  Conference topics and presenters include:

Featured Keynote Speakers

Social Impact Bonds:  A New Tool for Scaling Effective Nonprofits: Steve Goldberg (Partner, Social Finance & Author, Billions of Drops in Millions of Buckets, a book about increasing the focus on impact and outcomes in philanthropy) will discuss social investing and social impact bonds at the morning keynote session. Steve leads Social Finance’s government relations and SIB development. He has provided consulting services on matters of growth, management, and scalability to numerous nonprofits.

High-Performing Nonprofits: Funders' Part of the Equation Dr. Robert Penna (Author, The Nonprofit Outcomes Toolbox) will speak about the tools that nonprofits employ to ensure they are high-performing and why funders need to provide the financial assistance and management expertise to help them leverage those tools.

Dr. Penna is an International Coordinator consultant for Charity Navigator on grants and performance measures and also serves on its advisory board.  He is also the Program Developer for Family & Children’s Services of Albany, NY. Prior to his current roles Robert was a senior consultant to The Rensselaerville Institute, where he facilitated seminars at the Institute’s The Center for Outcomes and worked on various other projects.

Breakout Sessions

Risk and Responsibilities of Social Investing: David Hunter Ph.D. (Founder and Consultant, Hunter Consulting, LLC, and former Director of Evaluation and Knowledge Development at the Edna McConnell Clark Foundation) will provide insight into performance management strategy and theory of change.

In this era of massive government retrenching and widespread rejection, in the US,  of the idea that government should provide social services, the role of the not-for-profit or “social sector” has become even more critical for marginalized, structurally disadvantaged or otherwise “at risk” individuals, families, groups, communities, and populations.  If the social sector is to become a reliable means for providing services that make needed differences in the lives of people who need then, two things need to change:

            1. Revenue streams to support not-for-profit organizations must be managed to drive sustainable, positive results, with funders understanding the risks and responsibilities of effective “social investing” – and acting accordingly; and

            2. Service providers must operate in more strategic, performance-oriented, and results-driven ways in order to deliver the results they promise to intended beneficiaries – i.e., the people who participate in their programs or to whom they provide services.  In a nutshell, they must deliver reliable and sustainable “social value” to society (and, arguably, to justify their tax-exempt status).

David Hunter, Ph.D. is an international consultant who works with direct service agencies (both not-for-profit and public) and funders on building their capacities for strategic performance management and effective social investing.  Throughout Dr. Hunter’s track, attendees will be exposed to the essentials of effective social investing and the path to the production of social value – from performance data demonstrating outcomes to evaluation data proving impact.

Results-Based AccountabilityTM: Collaborating with Rigor to Achieve Measurable Improvements for Communities and Customers: Phil Lee (President of the Results Leadership Group) will offer insight into the simple but effective methodology for supporting and managing collaborations. 

Common sense and history tells us that communities are served best, and investments in communities achieve the greatest impact, when multiple stakeholders align their efforts.  Indeed, the chronic poverty and other related and seemingly intractable barriers to opportunity that confront our most distressed communities simply do not lend themselves to singular programs – they demand integrated, multi-faceted strategies and, therefore, collaboration.   Throughout this track, Phil Lee, President of the Results Leadership Group, will explain Results Based Accountability™ (RBA), a strategic framework for managing collaborations with the rigor necessary to achieve measureable improvements for communities and customers.    Mr. Lee will also share the Results Scorecard™, web-based software integrated with ETO software to support the use of RBA in collaborations.

Mr. Lee has applied RBA to help the U.S. Department of Health and Human Services Health Resources and Services Administration design and implement a performance review system for $6 billion in grants to 3,000 grantees nationwide; to guide Maryland’s General Assembly and Executive in designing and implementing a comprehensive strategy that in nine years improved from 50 to 80 percent the children entering kindergarten fully ready statewide; and to support numerous other collaborations at Federal, state and local levels across governments and communities in topics including school readiness, health disparities, domestic violence, biomedical research, intelligence, juvenile justice, public safety, and economic self-sufficiency. 

Networking Cocktail Hour following the day’s events you will have time to interact with your peers and build connections.

8:30am – 9:00am

Registration & Breakfast with an Introduction

9:00am – 10:00am

Opening Keynote: Social Impact Bonds:  A New Tool for Scaling Effective Nonprofits

Steve Goldberg (Partner, Social Finance & Author, Billions of Drops in Millions of Buckets)

10:00am – 10:15am


10:15am- 12:00pm

Track 1:  Defining Effective Social Investing and Outlining the Mechanisms for Doing It
David Hunter, Ph.D.

Track 2From Stovepipes to Aligned Impact
Phil Lee

12:15pm – 1:30pm

Lunch Keynote: High-Performing Nonprofits: Funders' Part of the Equation
Dr. Robert Penna (Author, The Nonprofit Outcomes Toolbox)

1:30pm – 1:45pm


1:45- 3:15pm

Track 1:  Driving Social Investing Principles: Doing Whatever it Takes to Support Grantees’ Success
David Hunter, Ph.D.

Track 2:  Collaborative RBA in Practice, a “Turning the Curve” exercise
Phil Lee

3:15pm – 3:30pm


3:30pm – 5:00pm

Panel Discussion

5:00pm – 7:00pm

Networking Cocktail Party

You have been selected to attend this exclusive invite only event. 
Registration is $99 for a full day forum (8:30AM- 5:00PM) plus a Networking Cocktail Hour.
2012 Social Investing Forum will be eco friendly!

In an effort to be responsible toward our environment and increase the quality of our resources, we will limit the printed materials we provide on-site to a program book. We will not provide printed copies of session handouts/presentations, speaker bios or the attendee roster. We will make every effort to have conference resources available electronically through our website prior to, during and after the conference.



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