Conference Information
Monday, October 5th
(Concurrent Scheduled Sessions as of July 27, 2009)
9:45 a.m. - 11:15 a.m.
HR Strategy Track
Integrated Communications and
Change Strategies for HR Leaders
Improve the success of HR initiatives through the tight integration of communications and change management. Whether you’re implementing a new benefits package, changing your talent strategy, introducing a new executive and their leadership agenda, or rolling out a new HR system, you must get your organization’s attention and inspire change. Use these lessons to identify barriers and drivers and create a communications and change plan that creates excitement and encourages new ways of doing things.
Presented by: Laurie Axelrod, president, LEA Consulting Groupand
Beth McDonald, president, The Wheelhouse Group
9:45 a.m. - 11:15 a.m.
Workplace/Organizational Culture Track
Creating a Culture of Supervision & Accountability
Strong supervision creates a culture of mutual respect in which employees and supervisors communicate regularly and clearly about job-related expectations, tasks and overall performance. Through this highly participatory training you will: explore job descriptions for supervisors, consider the role employee orientation plays in establishing expectations, identify key tools to facilitate an organizational culture shift, and develop an implantation strategy.
Presented by: Lyn Freundlich, director of administration and HR; and
Joanne Horgan, HR manager for fiscal sponsorship, Third Sector New England
9:45 a.m. - 11:15 a.m.
Total Rewards Track
What to do Before the IRS Comes Knocking:Getting Your 403(b)
Retirement Plan in Shape
Most nonprofits believe that updating a plan document is all they need to do to comply with the new 403(b) regulations for 2009. Wrong. The session will focus on outlining areas of concern in 403(b) audits conducted by the Internal Revenue Service (IRS) and areas that nonprofits have not paid much attention to like non discrimination testing, compliance ordering rule, universal availability, compensation definition, and more. Hear a case study of an institution’s retirement plan to highlight compliance monitoring. During this session, you will receive techniques on how to keep your plans in compliance with the IRS.
Presented by: Michael Rhim, principal, PRM Consulting Group, Inc.
9:45 a.m. - 11:15 a.m.
Talent Management Track
Adapting Corporate Candidates and Their Skills for Success in Nonprofits
Several studies indicate that growing numbers of for-profit workers areseeking to "bridge" their skills intononprofit organizations. Such moves area critical part of filling aleadership deficitin the nonprofit worldthat Bridgespan Group forecasts will grow to hundreds of thousands of senior management openings over the next three years. New functional skills will be critical to bridge this leadership gap but cultural fit will be a requirement. Wayne Luke, head of executivesearch at The Bridgespan Group, will discuss thekeys to success for "bridging,” corporate managers into nonprofits by assessing: 1) decision-making style; 2) passion for impacting society, and 3) ability to manage and develop people in the nonprofit space. The primary workplace application of this presentation focuses on screening and hiring experienced, or retired, for-profit workers into the nonprofit sector.
Presented by: Wayne Luke, head of recruiting services, The Bridgespan Group
9:45 a.m. - 11:15 a.m.
*Special Sponsor Session:
Fiduciary Responsibility and Employment Practice Liability: Navigating the Waters
Session Description Coming SoonPresented by: Mel Whiteley, CPCU, RPLU, director; Collin Clark, retirement plan specialist and Jim Maulfair, CPA, AIF, director of financial services, AH&T
Sponsored by:
1:15 p.m. - 2:45 p.m.
HR Strategy Track
Succession Planning: Good Endings Lead to Good Beginnings
Based on experience working with founding and long-term executives, co-presenters Todd Owens and Michelle Pagano of Dewey & Kaye will lead this interactive session on the value of succession planning. Citing the experience of work with dozens of nonprofit clients of every size, scope and mission, you will be able to participate in dynamic dialogue and learn from other attendees and through case studies.
Presented by: Todd Owens, principal and
Michelle Heck, managing consultant, Dewey & Kaye
1:15 p.m. - 2:45 p.m.
Workplace/Organizational Culture Track
Defining Diversity toward an Organizational Culture of Sustainability
Workplace diversity continues to be an important issue for management today. The world's increasing globalization requires more interaction among individuals from diverse cultures, beliefs, and backgrounds than ever before. But what does diversity mean? (It’s so much more than just gender and race.) Why should organizations really care about diversity? And what role should HR play in facilitating a culture that supports and values diversity? This session will explore what should be considered when creating and implementing diversity initiatives, programs, and policies and feature several nonprofits that have successfully implemented diversity initiatives within their organization.
Presented by: Ernest Duncan, COO/CFO, and
Hester Lyons, HR director, Vera Institute of Justice
1:15 p.m. - 2:45 p.m.
Total Rewards Track
A+B+C=Wow! Using Total Rewards to Your Strategic Advantage
Leading edge organizations of all types use total rewards to attain their human capital goals. During this session, you’ll explore what total rewards is, programs that comprise total rewards, and how to effectively communicate total rewards. You will also examine how to use total rewards to your organization’s strategic advantage when competing for and retaining talent. Attend this session and you will come away with concrete action items for immediate use and longer term food for thought. Presented by: Jennifer Loftus, national director, Astron Solutions
1:15 p.m. - 2:45 p.m.
Talent Management Track
Did the Economic Crisis Stop the Leadership Crisis? Not Likely
Just as the sector’s “leadership crisis” started to receive some well-deserved attention, it was overshadowed by an unraveling economy in which fundraising concerns led many nonprofits to hiring freezes and layoffs. Suddenly, talent seemed like the least of our problems. But, as panic subsides, we’ll be left with all the same old problems. What can we do now to emerge stronger than before and armed with the leadership we’ll need for the coming decades? Hear from Commongood Careers CEO, James Weinberg on this critically important issue.
Presented by: James Weinberg, president & CEO, Commongood Careers
1:15 p.m. - 2:45 p.m.
*Special Sponsor Session:
Recruiting in the Age of Web 2.0
Online communities such as LinkedIn offer new opportunities and challenges for human resources professionals. This session will explore how some organizations are using social networks to connect with job seekers and attract talent. We’ll also discuss whether your group should develop standards for employees who use sites such as LinkedIn, Facebook, and Twitter.
Presented by: Peter Panepento, web editor, and
Heather Joslyn, editor, The Chronicle of Philanthropy
Sponsored by:
3:00 p.m. - 4:30 p.m.
HR Strategy Track
Best of Both Worlds: Talent Management Best Practices from Nonprofit and For-Profit Organizations
A motivated, productive staff is critical to all organizations, during prosperous and challenging times. While navigating uncertain waters and smooth seas, how can leaders continuously manage and engage employees to ensure organizational goals are met and that employees are invested in mission and success? In this session you will learn practical, inexpensive talent management strategies – from both nonprofit and for-profit organizations – and create a customized organizational talent strategy for your organization.
Presented by: Pratichi Shah, chief talent officer, Independent Sector
3:00 p.m. - 4:30 p.m.
Total Rewards Track
Creative Compensation Strategies in Tough Economic Times
Session Description
(Presented by: TBD)
3:00 p.m. - 4:30 p.m.
Talent Management Track
The Encore Talent Pool: A Workforce for Your Nonprofit to Tap
Encore talent – individuals transitioning after midlife careers to a new stage of work that combines compensation and social impact – is an underutilized resource for nonprofits. This interactive workshop will build on John Gomperts’s plenary presentation, to uncover truths and myths about this resource, consider ways to recruit and retain this talent, discuss benefits of a multigenerational workforce including people in encore careers, and grapple with the challenges of this HR strategy.
Presented by: Diane Piktialis, Civic Ventures
3:00 p.m. - 4:30 p.m.
Special Session:
Entry-level Employees' Competencies and Personal Attributes in the Workplace
This research was conducted by the University of San Diego and supported by the American Humanics, Cohen Grant. More specifically, 1) Which competencies and personal attributes employers believe are important for entry-level candidates to possess. 2) Which competencies and personal attributes entry-level employees do possess and 3) Which competencies and personal attributes entry-level employees are missing.
Presented by: Teresa Van Horn, executive director of American Humanics at the University of San Diego and Heather Carpenter, research assistant for the Caster Family Center for Nonprofit Research Institute for Nonprofit Education and Research School of Leadership and Education Sciences at the University of San Diego.
3:00 p.m. - 4:30 p.m.
*Special Sponsor Session:
Streamlining the Non-Profit’s Payroll Processes for Maximum Efficiency
Session Description
Presented by: George A. Whitehouse, CPA, CPP, senior vice president of sales & marketing of Payroll Network.
Sponsored by:
4:30 p.m. - 5:30 p.m.
*Nonprofit Sector Workforce Coalition Information Session:
Priming the Pump: Developing National Standards for Nonprofit Internships
Nonprofit internships are one of the best ways to recruit top talent, however, they are not consistent, rarely pay and don’t always provide a beneficial experience for the student. This interactive conversation will discuss efforts underway by American Humanics to bring the sector together around effective, consistent and powerful internship programs.
Presented by: Steve Bauer, director, Initiative for Nonprofit Sector Careers & Nonprofit Sector Workforce Coalition, American Humanics
