Data to Action

Assessment & Advisory Services Pre-Conference Session

Agenda

Tuesday, May 7, 2019 1:00 pm – 4:15 pm CT

Marquette Ballrooms I + II at the Hilton Minneapolis in Minneapolis – St. Paul, Minnesota

 

1:00 – 1:20 pm             Welcome Stephanie Moline Benoit – Manager, CEP

 

1:20 – 1:35 pm              From Listening to Change Kevin Bolduc – Vice President, CEP

    Insights into what CEP is learning from funders that use the Grantee Perception Report more than once.

    What does the level of change over time look like?

 

1:35 – 2:20 pm            Conversations: Acting on What You Learn

    Brief presentations highlighting examples of funders acting on feedback.

·         Elizabeth Brown – President and CEO, Community Foundation Sonoma County

·         Lee Risby – Head of Effective Philanthropy, C&A Foundation

·         Olivia Deich – Evaluation and Learning Officer, The David and Lucile Packard Foundation

·         Rick Williams – CEO, Sobrato Family Foundation

  

2:20 – 2:50 pm             Small Group Discussions with Panelists

 

2:50 – 3:10 pm            Refreshment Break

 

3:10 – 4:00 pm            Breakout Sessions – Funder Discussion Groups

   Tentative topics:

·         Pursuing Results: Using Performance Data as a CEO

·         Building a Foundation Culture of Ongoing Improvement

·         Learning for Greater Impact – The Promise of Funder Learning Communities

·         Beyond Counting and Box-ticking: Using Data to Better Understand your Foundation’s Diversity, Equity and Inclusion Efforts

·         Finding the Right Level of Engagement with Grantees

 

4:00 – 4:15 pm            Closing Remarks Austin Long, Director, CEP