Social Investing Forum 2012

Social Solutions

Join 75 other foundation leaders, government agency staff, and executive directors and board members of nonprofit social service agencies for a one-day conference devoted to exploring recent developments in social impact in the nonprofit sector. This invitation may be transferred to another member of your organization.

The Capital Hilton
1001 16th St NW
Washington, DC 20036

Wednesday, October 3, 2012
8:30 AM - 5:00 PM (EST)

Register

Sessions and Speakers
Opening Keynote
Social Impact Bonds: A New Tool for Scaling Effective Nonprofit

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.  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.

Lunch Keynote
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.

Track 1
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.

Track 2
Results-Based Accountability™: Collaborating with the Rigor to Achieve Measurable Improvements for Communities and Customers

Phil Lee (President of 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. 

Conference Presentations

Social Impact Bonds: A New Tool for Scaling Effective Nonprofits

SSI Thought Leadership Conference Track 1 Part 1: Defining Social Investing and Outlinging its Mechanism

SSI Thought Leadership Conference Track 1 Part 2: Driving Social Investing Principles

Results-Based Accountability™ and the Results Scorecard™

Additional Resources

Results-Based Accountability™ Guide

Results-Based Accountability™ Rubric for Assessing Performance Plans

Schedule

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 Break
10:15am- 12:00pm

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

Track 2:  From 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 Break
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 Break
3:30pm – 5:00pm Panel Discussion
5:00pm – 7:00pm Networking Cocktail Party


Cost
“Early Bird rate” available@ $99, through August 10th Only. Includes full day forum (8:30am-5:00pm) plus a Networking Cocktail Hour. After August 10th the Full Day Fee will be $165.

For more information, contact Kyla Meuer at thoughtleadership2012@socialsolutions.com or via telephone 443.460.3424.