Nonprofit CEO Peerspectives

Transcription

1 Nonprofit CEO Peerspectives An executive forum to build supportive relationships, exchange ideas, and sharpen your capacity to lead. A program of Nonprofit University at the Georgia Center for Nonprofits.

2 an executive forum to build supportive relationships, exchange ideas, and sharpen your capacity to lead. Nonprofit CEO Peerspectives is a unique peer-based executive leadership program developed with the input and insights of Georgia leaders. The program design blends peer-based learning and relationship building with high-quality speakers, professionally facilitated discussion and executive coaching. Through two evening networking events, four morning programs, and an individualized coaching session, Peerspectives delivers an enriching combination of learning experiences designed to help nonprofit leaders learn and advance their leadership capabilities. Your participation enables you to: Tap into the collective experience of fellow nonprofit CEOs to learn through robust experience sharing, camaraderie and personalized support. Be informed through timely, quality programs with expert speakers and focused, professionally facilitated discussions. Attend receptions and networking opportunities throughout the program to create opportunities to build peer relationships that provide ongoing support and perspective. Benefit from an executive coaching session that provides individualized support to work on your goals and challenges. Peerspectives is targeted to Georgia nonprofit CEOs and executive directors leading organizations with annual revenues of $500K and above Peerspectives Advisory Council Bill Bolling Founder & Executive Director Atlanta Community Food Bank William Shaheen President Atlanta Humane Society Tracey Russell Executive Director Atlanta Track Club Christina Lennon Executive Director Georgia Lions Lighthouse Foundation Inc. Dwight Ike Reighard President & CEO MUST Ministries Michael Simanga President & CEO National Black Arts Festival Gold Sponsor: Matt Pieper Executive Director Open Hand Debra Furtado CEO Senior Connections Mary Pat Matheson Executive Director Atlanta Botanical Garden Meridith Rentz CEO MedShare Yolanda Watson Spiva Executive Director Project GRAD SILVER Sponsor: Program begins November 5. Final application deadline October 19.

3 PROGRAM HIGHLIGHTS Critical conversations. Four morning programs with executive-level speakers, workshops and panels followed by CEO-facilitated roundtable discussions. Each session focuses on issues critical to nonprofit leadership such as leading and decision-making in uncertain times, collaborating with others to achieve scale and increase impact, and developing crucial qualities of successful 21st century nonprofit CEOs. Following the presentation, engage in roundtable discussions led by a professional facilitator, enabling focused exchange of experience and insights. Participants will be grouped for best fit by organizational complexity and size into regular groups of no more than 20. Relationship building. Two evening networking programs and receptions, featuring opportunities to connect with program peers, funders and other influential leaders. To encourage deeper relationship building and networking opportunities, two evening receptions will be held, featuring opportunities to connect with influential leaders including Georgia-based funders. One-on-one coaching. One-hour executive coaching session. Benefit from an hour of professional coaching early in the program to work on your goals and help maximize the value of the program experience. Bring your key issues to the table, and develop an action plan to move forward with heightened clarity of purpose. The continuity of interacting with a professional coach and facilitator throughout the program provides the opportunity for further informal mentoring. Program Calendar Opening Evening Program & Reception November 5, 2012 The New Age of Institutional Funding: Working Together to Tackle Difficult Problems Executive Coaching scheduled individually by early 2013 Morning Workshops & CEO Roundtables December 6, 2012 Critical Qualities of 21st Century Nonprofit CEOs January 24, 2013 Money & Mission: Managing in a Changed & Changing Economic Reality February 19, 2013 Partnering for Scale & Impact March 19, 2013 The Price of Leadership Closing Evening Program & Reception April 2013 The Leadership Journey: Challenges and Rewards of Advancing Mission

4 PROGRAM DETAILS OPENING PROGAM & RECEPTION The New Age of Institutional Funding: Working Together to Tackle Difficult Problems November 5, 2012 from 4 pm to 7 pm Georgia Institute of Technology Wardlaw Building The kick-off event is an opportunity to first meet your small CEO roundtable group. Then, mix and mingle with all program participants, and listen to advice from some of Atlanta s most respected foundation leaders through a short program and reception. Join us for an informative evening, connect with program peers and other influential leaders, and kick off your program experience. Panel: Alicia Philipp, President The Community Foundation for Greater Atlanta David D. Weitnauer, President R. Howard Dobbs, Jr. Foundation Kappy debutts, Executive Director The Zeist Foundation, Inc WORKSHOP/ROUNDTABLE SESSION 1 Critical Qualities of 21st Century Nonprofit CEOs December 6, 2012 from 8:30 am to 12 pm Georgia Institute of Technology Wardlaw Building This session will discuss the critical qualities most common among successful, award-winning nonprofit CEOs including both the obvious and the more subtle characteristics that organizations look to identify in their executive searches. Learn from experts who assess and hire talent as well as listen to how nonprofit leaders have worked to advance their own leadership and to progress in their career. Learn what nonprofit leaders can do to surround themselves with the people and support they need to stay energized and engaged as effective leaders in the face of complex challenges. Facilitiator: Kathy Bremer, Managing Director BoardWalk Consulting CEO Panel to be confirmed WORKSHOP/ROUNDTABLE SESSION 2 Money & Mission: Managing in a Changed & Changing Economic Reality January 24, 2013 from 8:30 am to 12 pm Federal Reserve Bank of Atlanta Better financial decision-making begins with greater financial awareness. This program will provide guidance and tools to help nonprofit leaders manage and make critical decisions through uncertain and changing times. More than ever, it is critical that nonprofit organizations have a strong grasp of their financial situations and how to navigate their futures. Learn how nonprofit leaders including both staff and board can identify risk, identify and quantify options, and communicate an organization s financial story to funders and supporters.

5 PROGRAM DETAILS Panel: William H. Pinakiewicz, Vice President, Eastern Region Nonprofit Finance Fund Kathy Colbenson, CEO CHRIS Kids, Inc. WORKSHOP/ROUNDTABLE SESSION 3 Partnering for Scale & Impact February 19, 2013 from 8:30 am to 12 pm Federal Reserve Bank of Atlanta The focus on scale and efficiencies in the social sector has dramatically increased. However, scale is hard to achieve due to lack of capacity and capital. This session will discuss the importance of partnerships as a means to achieving scale and increasing impact. We will discuss case studies of successful collaborations and critical success factors to maximize impact. Facilitator: Greg Giornelli, President and Chief Operating Officer Purpose Built Communities WORKSHOP/ROUNDTABLE SESSION 4 The Price of Leadership March 19, 2013 from 8:30 am to 12 pm Federal Reserve Bank of Atlanta Nonprofit executives are often faced with greater challenges than that of their corporate, higher-ed, and government counterparts. Balancing the day to day tactical agendas that keep their organizations functional and serving the needs of the community while remaining focused on the strategy of the big picture. This session will take a focused look at the realities of executive burnout, quality of life, and how leaders can rise to the occasion to develop a legacy of leadership. Facilitator: Cathy Perry, Founder and Professional Certified Coach The InwardBoard Center CLOSING program & RECEPTION The Leadership Journey: Challenges and Rewards of Advancing Mission April 2013 Location TBD This evening program and reception will celebrate the work of CEO program participants. CEOs will be encouraged to share some of what they have learned and how they plan to continue to advance themselves and their organizations. We will bring in high-achieving Georgia leaders to talk candidly about their successes and challenges along the long and hard journey of leadership. Participants will be both celebrated and also challenged to continue in the courageous pursuit of making our community organizations stronger and, in turn, making our communities better places to live. This evening promises to be an evening full of inspiration and community building, forging relationships with fellow leaders for years to come. CEOs may invite a board member to attend.

6 APPLICATION & REGISTRATION Program begins November 5. Application deadline October 19. Eligibility Only nonprofit CEOs, Executive Directors, or the equivalent of the chief executive of organizations with annual revenues over $500K are eligible to participate in Nonprofit CEO Peerspectives.* Selection Process Participation is by application only and participants will be grouped according to organization size and other relevant attributes to most closely match peer groups. All applications will be carefully reviewed. Applicants are notified of their acceptance or denial into the program within three (3) business days of the receipt of a completed application. All accepted applicants should be prepared to care for program fees ($1,250 for members / $2,000 for nonmembers) within 5 business days (1 calendar week) of acceptance. Participation in Nonprofit CEO Peerspectives is limited. Once the class is full, additional applicants will be put on a waiting list and invited to apply for the next year. Commitment We ask for your commitment to active participation in Nonprofit CEO Peerspectives, with the understanding that attendance and participation are necessary both for your own advancement and that of your peers. PROGRAM FEE GCN Member $1,250 Nonmember $2,000 Scholarship Opportunity Nonprofits that have received competitive grants from The Community Foundation for Greater Atlanta in the last seven years can apply for Nonprofit Scholarships. Click here TO learn more. Partial scholarships for Nonprofit CEO Peerspectives may also become available, and may be dependent on donor specifications and requirements. For more information, please contact GCN at or at nonprofitpeerspectives@gcn.org Application Application deadline October 19. Please complete the application form on the following page and submit by: nonprofitpeerspectives@gcn.org fax mail Georgia Center for Nonprofits 100 Peachtree St., NW, Suite 1500 Atlanta, GA PAYMENT No payment is necessary until you have been accepted into the program. Full payment must be made upon acceptance. Payment may be made by check or credit card and must be received within one week of acceptance to guarantee your spot. Your place in the program will not be reserved until payment is received. If you wish to cancel, 75% of the program fee is refundable until November 1st; after this date, you are responsible for full payment. * Some exceptions may be considered if space allows.

7 APPLICATION FORM Please answer all questions. This application must be fully completed and signed before review. Applicants will be notified of their acceptance or denial into the program within three business days of the receipt of a completed application. Personal Information Name Title Phone How did you hear about Nonprofit CEO Peerspectives? Nonprofit Peer Name: Employer GCN Staff GCN Website Other: Have you participated in a previous GCN ED/CEO program? YES NO Have you participated in any other leadership programs? YES NO Number of years of service as nonprofit ED/CEO: Path to ED/CEO (check all that apply): Program leader Business leader Development/fundraising Other: Professional Affiliations, Awards and Honors: ORGANIZATION POSITION HELD/ AWARDS DATES OF SERVICE What do you consider to be your highest professional achievement to date? Civic and Volunteer Activities: ORGANIZATION POSITION HELD/AWARDS DATES OF SERVICE Please provide information concerning an area of personal expertise that could be shared with peers and leveraged for group learning during the program. **Please attach a bio with photo.** ORGANIZATIONAL Information Organization Street Address City County State Zip Mission: Last Fiscal Year Operating Expenses No. of Employees Leadership Program Goals In 50 words or less, why do you want to participate in Nonprofit CEO Peerspectives? By signing below, I commit to active participation in Nonprofit CEO Peerspectives. I understand that my attendance and participation are necessary both for my own advancement and that of my peers. Signature of Applicant: Please return this form via to nonprofitpeerspectives@gcn.org; by fax to ; or by mail to Georgia Center for Nonprofits, 100 Peachtree St. NW, Suite 1500, Atlanta, GA All accepted applicants should be prepared to care for program fees ($1,250 for members / $2,000 for nonmembers) within 5 business days (1 calendar week) of acceptance.

8 FACULTY Facilitators & Coaches: Cindy Cheatham Vice President and Senior Consultant, Nonprofit Consulting Group Georgia Center for Nonprofits Cindy is a recognized Atlanta community leader. As VP of Consulting Services for the Georgia Center for Nonprofits, Cindy leads strategic consulting services for the Center, providing services directly to clients in organizational development, board development and planning while also overseeing GCN consulting services. Most recently, Cindy was Venture Catalyst and Director of Business Development at Georgia Tech s Advanced Technology Development Center ( where she provided strategic advice to business owners to help them succeed. She is a former management consultant with Bain & Company and previously ran the corporate programs of New York Cares. A frequent speaker, Cindy has developed and led award-winning management development programs. She was a nominee for WIT s Woman of the Year in Technology and was selected to participate in the 2010 class of Leadership Atlanta. Neil Sklarew Senior Consultant, Nonprofit Consulting Group Georgia Center for Nonprofits Neil s organization development consulting and management experience spans more than 30 years with nonprofit and government agencies, and in the private sector. He has provided management, organizational consulting, and coaching services as both an internal and external consultant. His external experiences include organization assessment, board development, strategic planning, performance management, change management, team building, leadership coaching, conflict resolution and group facilitation. As an internal consultant, Neil has facilitated large system organization change, planning and restructuring of organizations, project team building, executive coaching, and group processes, among others. Neil is a faculty member of the Gestalt Institute of Cleveland s International Gestalt Coaching Program and faculty chair for the Gestalt International Study Center s Leadership Development for Nonprofit Organizations. Speakers: Kathy Bremer Managing Director BoardWalk Consulting Kathy Bremer has spent her career raising aspirations in corporate, nonprofit and community settings. Joining BoardWalk in 2007 seemed a natural progression after eight years as Partner and Managing Director with Porter Novelli, where she led ten-fold growth in revenues and profits. From 1991 to 1998, Kathy served as Senior Vice President of External Relations for CARE, where she was in charge of marketing, fundraising, strategic planning and corporate partnerships. Her interviews with mothers in the developing world became the genesis of CARE s Women s Initiative. During her tenure, fundraising revenues grew 40%. Kathy has chaired or served on over a dozen nonprofit boards, including Global Impact and the Georgia Center for Nonprofits. She is on the board of Johnson C. Smith Theological Seminary and the Advancement Committee of the CDC Foundation, as well as the boards of CHRIS Kids, Fugees family and the American Cancer Society Patient Navigator Cabinet. She interviews for Harvard University and leads strategic planning for nonprofits and churches aspiring to growth. During a three-year stint in Tokyo, Kathy edited global corporate publications and wrote for Newsweek and NHK news. She authored books for Japanese students of English and two chapters of Discover Japan. Kathy holds a bachelor s degree from Harvard University, where she played varsity squash and tennis and was a reporter for the Harvard Crimson. She is an alumna of Leadership Atlanta, the Omnicom Senior Management graduate program, the Diversity Leadership Academy and Harvard Business School s Governing for Nonprofit Excellence program and was recently nominated for the Turknett Leadership Character Award.

9 FACULTY Kathy Colbenson CEO CHRIS Kids, Inc. Kathy Colbenson has been CEO of CHRIS Kids since Under her leadership, CHRIS Kids has grown from a $400,000 annual budget serving 40 children a year to a $9,000,000 annual budget serving more than 1,100 children, youth and families a year with a comprehensive family of services. Dedicated to unlocking human potential, CHRIS Kids was founded by the Junior League of Atlanta as a Menninger Foundation Demonstration Project in 1981 to bridge gaps in Georgia s foster care and juvenile justice systems for children with emotional and behavioral challenges. Through its Family of Services, CHRIS Kids offers Behavioral Health services, creates Safe Homes and Environments, builds Strong Communities and offers Education & Training that promote best practices. The organization helps children and families entrenched in Georgia s child welfare continuum including foster care, adoption disruption, intensive psychiatric treatment programs, psychiatric hospitals, and juvenile detention centers. Through the CHRIS Counseling Center, CHRIS Kids provides therapy and counseling designed to promote healing from trauma and help kids learn how to behave responsibly at home, at school, and in the community. Kathy is active in dozens of Leadership Atlanta activities. She has led CHRIS Kids to win numerous awards including the 1998 Managing for Excellence Award, the 2007 Neighborhood Builder Award, Guardian Angel Award, and the Magnolia Award for Special Achievement in Affordable Housing. Kathy received the Dan Bradley Humanitarian Award from the Human Rights Campaign and the POW Award from Womenetics for Innovative Leadership. Kappy debutts Executive Director The Zeist Foundation, Inc Kappy debutts is esponsible for overall fiduciary responsibility and for the operation of the $225 million Foundation, the conduct of its activities as defined by the Board of Directors, and the conduct of philanthropic and educational services for the Foundation Directors and family members. Mr. debutts manages a $13 million budget with special attention and oversight of $9.85 million annual grants administration process focused on significant impact for children, youth and families in the areas of education, health and human services, and arts and culture. In addtion, he oversees implementation of family education goals, including preparing the next generation for roles as stewards of the Foundation, and designing and implementing special projects. He also manages North Carolina and Georgia real estate properties owned by the Foundation, including the disposal of 640 acres of land and estate assets and provides expenditure responsibility on all program-related investments. Greg Giornelli President and Chief Operating Officer Purpose Built Communities Greg Giornelli is the President of Purpose Built Communities, a non-profit that seeks to transform impoverished neighborhoods and break the cycle of poverty through a holistic redevelopment framework (based on the successful East Lake revitalization in Atlanta, Georgia). From Mr. Giornelli worked for the City of Atlanta in various capacities including Chief Operating Officer, President of the Atlanta Development Authority and Chief Policy Officer. From Mr. Giornelli was the Executive Director of the East Lake Foundation, which led the comprehensive redevelopment of the East Lake Meadows public housing project into a mixed-income community that also included Atlanta s first charter school; a new YMCA; an early learning center; the East Lake Junior Golf Academy and a number of programs for neighborhood families. Mr. Giornelli also is an attorney who has worked in private practice and as an Assistant District Attorney for Dekalb County in Atlanta. Cathy Perry Founder and Professional Certified Coach The InwardBoard Center Before founding the InwardBound Center in 2010, Cathy launched InwardBound Coaching in She is former President, Georgia Coach Association; Winner of GCA annual service award. Previously, Cathy spent twenty years in corporate marketing as Director of Marketing at American Express and V.P. Marketing at Bell Bicycle Helmets.

10 FACULTY Alicia Philipp President The Community Foundation for Greater Atlanta Alicia Philipp is president of The Community Foundation for Greater Atlanta, one of the largest and fastest growing philanthropic service organizations in the country. With assets of more than $625 million, The Community Foundation strengthens the 23-county Atlanta region by providing quality services to donors and innovative leadership on community issues. Named as one of the 100 Most Influential Atlantans by the Atlanta Business Chronicle, Philipp has led the Foundation s grantmaking, fundraising and collaboration with donors, nonprofits and community leaders for more than 30 years. Under her leadership, The Community Foundation has grown from $7 million in 1977 to more than $625 million today and facilitates more planned gifts than any other locally based nonprofit organization in the Southeast. Philipp received the 2010 John H. Allen Humanitarian Award from Atlanta Interfaith Broadcasters. She also received the Community Leadership Award by the Harvard Business School (HBS) Club of Atlanta and the Atlanta Women s Foundation Shining Star award. William H. Pinakiewicz Vice President, Eastern Region Nonprofit Finance Fund William Pinakiewicz is responsible for managing NFF s financial services, advisory services and new business development activities throughout the six-state New England region. Mr. Pinakiewicz s professional experience includes over 35 years in management and finance in both the nonprofit and for-profit sectors. In his nearly 20 years at Citigroup, Mr. Pinakiewicz s finance experience included senior banker roles in public finance, corporate finance and private banking, both domestically and in Europe, the Middle East, and Africa. Both before and after Mr. Pinakiewicz s career in finance, he was involved in education and other mission-driven nonprofits as an educator, administrator, financial advisor and trustee. Mr. Pinakiewicz has served as Treasurer and Investment Committee Chair of the Williamstown Community Chest, a funder of social service and youth organizations in Western Massachusetts, and was a Finance Committee member of the Berkshire Country Day School Board of Trustees. Mr. Pinakiewicz completed both his M.A in Educational Administration and M.B.A. in Finance at Columbia University and holds a B.A. in Psychology from Williams College where he serves as a Leadership Gift Chair in the college s annual Alumni Fund Campaign. David D. Weitnauer President R. Howard Dobbs, Jr. Foundation A native of Decatur, Georgia and a graduate of Decatur City Schools, David attended Davidson College (A.B., Psychology, 1982) and Columbia Theological Seminary (M.Div., 1986; Th.D., 1997). He was ordained in the Presbyterian Church (U.S.A.) in 1987 and has served as both parish minister and a pastoral counselor/marriage and family therapist. He continues to be an active member of the Presbytery of Greater Atlanta. David began his career in philanthropy in 1996 as a trustee of the Rockdale Foundation, an Atlanta family foundation formed earlier that year. After serving for a year and a half on the board, he began two years of part-time service as the Foundation s Director. In 2000, he became the full-time Executive Director and served in that capacity for seven years. The Foundation focused on education reform within the Atlanta Public Schools and microfinance in the Middle East and North Africa. In 2007, David joined the R. Howard Dobbs, Jr. Foundation as its President. A family foundation with deep roots in Atlanta, the Dobbs Foundation works in three areas: health, education, and the environment. David is a member of the Steering Committee of the Georgia Grantmakers Alliance, a statewide association of grantmakers and served as its founding Chair from He is a trustee of Agnes Scott College and a member of the Advisory Committee for the Foundation Center Library - Atlanta. For several years, he collaborated with four colleagues to lead the Atlanta Education Donors Network. He has also served as a trustee of Columbia Theological Seminary, the Southeastern Council of Foundations, and Sanabel, The Microfinance Network of Arab Countries.