AIGM Grantmaking in Australia Conference 2017

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GRANTMAKING! USING SMARTYGRANTS (AND YOUR OWN SMARTS) TO CREATE BETTER OUTCOMES

MELBOURNE: MARCH 2 & 3

An enterprise of :

GRANTMAKING IN AUSTRALIA CONFERENCE 2017

POWER UP YOUR


WHAT PAST CONFERENCE ATTENDEES SAY…

“I have found this conference very inspiring. I want to thank you for an amazing learning experience, where I gained heaps of tools I will now apply in my grantmaking process.” “I had three people attend your recent Grantmaking conference in Melbourne and they all came back with a glowing report and said they got a lot out of it. It is nice to see the sessions you set up are hitting the mark.” “Thank you so much for the opportunity to be exposed to a wide variety of grantmaking material/information. It was a great day. I was especially impressed with the range of participants this event attracted. Not to mention the speakers.” “May I say that I enjoyed the grantmaking conference last week enormously and picked up a few very useful tips!” “Fantastic, this conference has provided a ‘light bulb’ of so many ideas.”

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“Great conference – really enjoyed it. Well thought-out, diverse guest speakers.” “A very good conference, a lot of energy, passion and great ideas. Very well organised, great food.” “Thoroughly enjoyed the conference. Thank you. Very informative and enjoyable. Lots of relevant information, inspiration and ideas. Good venue also.” “Thanks for the great atmosphere.” “The conference was exceptionally well run, the feel was genuine and dynamic. The venue was exceptional.” “What was the most enjoyable was the speakers not being politically correct, polite or subtle. The humour and challenges were refreshing.” “Energy great and sends us all off with ideas and positive hope of achievement.” “Practical, down to earth conference. Interesting, great networking. Keep it coming.” “Probably the best conference in any sector I’ve been to ever. Professional, practical, interactive, good venue and well catered.”

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ABOUT THE CONFERENCE

Unorganised data is more of an encumbrance than an asset. To get from data to insight, you need the proper tools, and you need to know how to use them. Those tools are now here. One of them is SmartyGrants. Today you can actually get answers from all the information you used to stuff into your filing cabinets undigested. You can see where the money’s going, and where the change is happening, and you can link the two. You can map your field and plot the path to your goal. SmartyGrants is a torch in the gloom. Change is coming, and it doesn’t have a snooze button. This conference is the first step in the change process. People who’ve already been through the change process (and emerged intact) will show you the questions you can ask your data, while SmartyGrants' creators will tell you how to set things up so you get the answers you need, when you need them.

WHO SHOULD ATTEND? The conference on Friday, March 3 is designed for SmartyGrants users who are involved in delivering a local, state or federal government grants program, or a philanthropic/corporate/community grants program. (Prospective SmartyGrants users and non-users may also derive some value from the conference, which will reach well beyond the walls of technical usage and move into the world of good practice grantmaking.) Thursday’s tribal gathering sessions (March 2) are targeted specifically to local, state and federal government grantmakers (whether SmartyGrants users or not).

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KEY TAKEAWAYS The Conference: • Learn how to get started or get going in the world of data-driven grantmaking • See examples of great reports that help inform grantmaking • Hear about plans for SmartyGrants-driven grantmaking reform, and what’s next on the development roadmap • Contribute to the development of a community of collaborating grantmakers • Learn how to conduct a health check for your SmartyGrants account • Learn how to embed an evaluation and learning framework into your grantmaking • Hear examples of different ways of managing assessment processes • Join with your grantmaking colleagues to try to nut out solutions to common grantmaking problems

The Tribal Gatherings: • Hear from and speak with your grantmaking peers about common grantmaking challenges and solutions

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THE SPEAKERS

INTERNATIONAL GUEST Andrew Means If you’re interested in using data to inform change, all roads lead to Andrew Means. The American-based data scientist is one of a small but growing breed of data practitioners who are working to ensure that the social sector is not left behind in the march to activate new tools to create insights and inform decision making. Andrew is Head of beyond.uptake, the philanthropic and civic innovation arm of Uptake, and Co-Founder at The Impact Lab. He has previously held leadership positions at The University of Chicago’s Center for Data Science & Public Policy, Groupon, and the YMCA of Metropolitan Chicago. He holds a Master in Public Policy from the Harris School at the University of Chicago. Andrew is a member of the Board of Directors at Ingenuity Inc. and an advisor of Markets for Good. His Data Conversations podcast is a must-listen for data nerds. Delivering the conference’s opening keynote, Andrew will highlight some solid and practical steps all grantmakers – no matter your size, background or level of data expertise – can undertake to ensure you make the most of the tools now at your disposal.

Dawn Ayers Dawn is Contracts Coordinator in the Arts Melbourne branch at the City of Melbourne. She has more than 15 years’ experience in arts administration and has contributed to administering more than $50 million as part of the council’s annual and triennial grants programs. Dawn has taken the lead in implementing the coordination of the council’s SmartyGrants working group and has driven improvements as they are identified across many functions of the system.

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Fiona Dempster Fiona is a grantmaking and social inclusion consultant and a director of the Australian Institute of Grants Management. A former ministerial advisor with experience in program management and delivery, Fiona’s key areas of interest are social inclusion, community development, organisational governance, carers, families and children’s policy, and community consultation.

Liam O’Donoghue Liam is a data analyst in the Arts Division of the Department of Communications and the Arts. Using SmartyGrants, he builds reports and analyses data from programs across the Arts Division to gain insights and help inform decision making. He has an economics background and worked in the Bureau of Communications Research before joining the Arts.

Jon King Jon works at the Community Broadcasting Foundation overseeing funding for content production, developing new technologies and supporting Australian music. As an active civic participant, Jon is also the Secretary of St Andrews Cricket Club Pascoe Vale and is a member of Moreland Arts Board Advisory Committee. Jon was Highly Commended in the AIGM Grantmaker of the Year Award in 2012, has featured in Grants Management Intelligence, and has previously worked in various State Government agencies.

Sarah Thompson Sarah has worked in local government for 14 years and is currently one-half of the Community Grants Officer at the City of Casey. She has co-managed Casey’s Community Grants program since 2008. Among her recent projects, she has collaborated to produce a range of reports to highlight the value of grant giving in the Casey community, and has developed promotional strategies to attract applicants to the Community Grants program from previously under-represented groups.

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Kathy Richardson Kathy is Executive Director and Chaos Controller at Our Community, where she is overseeing a range of data-related initiatives for grantmakers and not-for-profits. A 2014 Eisenhower Fellow, Kathy began her career as a journalist before joining the Our Community team in 2003 to play a part in activating the organisation’s mission to build stronger communities through stronger community organisations.

Gina Cirillo Gina is Our Community’s principal SmartyGrants trainer, a role that takes her across Australia and New Zealand helping grantmakers make the most out of our online grants management system. Gina’s varied work history includes stints as a Melbourne Zoo guide, a call centre operator, a GIS mapper, reconciliation manager, human resources coordinator and occupational health and safety trainer.

Emma Pritchard Emma has nearly 20 years’ research and evaluation experience in the not-for-profit sector, including 10 years in international development and four years in the community legal sector. As the Research and Evaluation Manager at Equity Trustees, she is developing a framework to measure and better understand, strengthen and report on the impacts of the granting program. Emma also sits on the Victorian Committee of the Australasian Evaluation Society and coordinates the state seminar program.

David Moutou David is the Service Manager of Community Capacity Building at City of Parramatta Council. Previous to that, he was Development Manager at Twenty10, incorporating the Gay and Lesbian Counselling Service of NSW. He’s currently a board member of the National Institute of Challenging Homophobia Education (NICHE), and has previously been a Director of the Sydney Community Foundation and the Aurora Group.

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Kellie May An experienced Program Manager with the NSW Government, Kellie is an advocate for the use of online grants management systems and improved program design and delivery. She has successfully managed a large and complex grants program, assessing more than 18,000 applications, and funding close to 10,000 projects valued at more than $225 million dollars. She is currently managing the delivery of the NSW Volunteering Strategy and initiatives within it.

Liz Landray Liz has worked as a Community Development Officer with the City of Boroondara for eight and a half years. In this role Liz coordinates the annual and triennial operational Community Strengthening Grants. She has managed nine grant cycles and supported and monitored more than 600 funded activities. In 2012 Liz led Boroondara’s transition to online applications with SmartyGrants.

Taryn Lane Taryn oversees a small community grants program funded by Hepburn Wind, a community energy initiative operating just outside of Daylesford, Victoria. She has extensive local and international community development experience and has worked for Hepburn Wind since 2010, delivering industry best standards in community engagement. She is a founding director of the Australian Wind Alliance and Chair of the Coalition for Community Energy (C4CE).

Emily McBlack Emily McBlack has spent more than a decade working within the not-for-profit and public sector, and has extensive experience as both a grant applicant and assessor. Emily is currently running the Community Grants program for Maribyrnong City Council. She has also worked as the Operations Manager for the peak organisation MusicNSW and as the Assistant Station Manager of community radio station TuneFM.

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Jodie Shanks As the head of the SmartyGrants service and training team, there’s not much in grantmaking that Jodie has not seen. As well as overseeing the delivery of high-quality service for SmartyGrants users, Jodie travels around Australia to help grantmakers learn how to use SmartyGrants to facilitate best practice grantmaking. Before joining Our Community, she worked in research and planning at beyondblue.

Barry Smith Barry is a director of the Australian Institute of Grants Management, a consultant and a former senior public servant with more than 30 years experience in grantmaking, social policy research, policy and program development and management. His key areas of interest include program development and administration, and special policy training and education.

Andrew Trump Andrew has more than 20 years’ experience in the grants field, both as a grant recipient and as a grant program manager. He has worked as an arts manager, an events and celebrations manager, and a local government cultural planner. He is currently responsible for the design, development, implementation and management of a new three-year grants program, part of the Heritage Near Me initiative of the NSW Office of Environment and Heritage.

Glenn Williams Glenn has been involved with SmartyGrants and grant programs for the past five years. He is currently responsible for program development, standardisation and SmartyGrants training across the Department of Foreign Affairs and Trade (DFAT). This involves 38 programs managing more than $200 million in grants. Prior to this role, Glenn was a business analyst working with the Commonwealth Government for more than 10 years on numerous Information Technology projects.

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CONFERENCE PROGRAM FRIDAY, MARCH 3, 9AM - 4.30PM

8.30am-9.00am

Coffee/tea and registration

9.00am-9.10am

Introduction and Overview FIONA DEMPSTER Director, Australian Institute of Grants Management Why are we here, and what will we be doing? Fiona Dempster will tell us more.

9.10am-10.15am INTERNATIONAL KEYNOTE SPEAKER

REMOVING THE BLINDFOLD: Using evidence to inform your grantmaking ANDREW MEANS Co-Founder of The Impact Lab & Data Analysts for Social Good, Head of beyond.uptake Unless we have a foothold in the data we’re just feeling our way from guess to guess. We’re in the dark about whether we’re going in the right direction. We’re mountaineering blindfolded. Andrew Means knows about the science of data – how to collect it, how to weigh it, how to use it to unlock the full potential of your organisation and drive better practice and better outcomes. Come along and learn what you have to do to get to the summit.

10.15-11.00am

SHOWCASE: Turning numbers into insights

PANEL SESSION

LIAM O’DONOGHUE Data Analyst, Arts Division, Department of Communications and the Arts, NSW JON KING Grants Administrator, Community Broadcasting Foundation SARAH THOMPSON Community Grants Officer, City of Casey Even the best information and data means very little if you can’t put it to practical, meaningful use. In this panel session three diverse grantmakers will share their experiences in turning data extracted from SmartyGrants into insights that have helped improve and inform their funding decisions.

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CONFERENCE PROGRAM FRIDAY, MARCH 3, 9AM - 4.30PM

11.00am-11.20am

Morning Tea

11.20am-11.50am

SMARTYGRANTS: The revolution marches on KATHY RICHARDSON Executive Director & Chaos Controller, Our Community SmartyGrants is more than a great grants management system – it’s a revolution in progress. In this session you’ll hear where we’re up to and what’s coming next in the SmartyGrants grants reform agenda.

11.50am-1.00pm CONCURRENT SESSIONS (CHOOSE ONE TO ATTEND)

1. Grantmaker Collaboration – next steps JODIE SHANKS Director of SmartyGrants Service and Training When you sign up as a user of SmartyGrants you get much more than software; you join a community of revolutionary grantmakers. In this session you can help us help you take your community to the next level. Co-funding; data-sharing; networking; user groups – how would you like to work together? Come and share your thoughts. 2. SmartyGrants Health Check GINA CIRILLO Principal SmartyGrants Trainer Are you an Administrator or a Program Manager using SmartyGrants? Come and have a chat with Gina about the top 10 things you need to do to keep your account in good health. 3. Evaluation – checklist for assessing your grant program results EMMA PRITCHARD Research & Evaluation Manager, Equity Trustees How do you know if your granting is helping bring about the meaningful changes that you are aiming for? How do you learn how to do better granting? And how do you powerfully tell your story to inspire others and strengthen the sector? In this session, Emma will outline how to embed evaluative thinking and practices in your program, and share with you some essential steps for measuring and improving your granting.

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CONFERENCE PROGRAM FRIDAY, MARCH 3, 9AM - 4.30PM

1.00pm-2.00pm

Lunch

2.00pm-3.00pm

FROM THE COALFACE: Better assessment, better outcomes

PANEL SESSION

DAVID MOUTOU Service Manager, Community Capacity Building, City of Parramatta KELLIE MAY Manager, Community Building Partnership Program, NSW Department of Education and Communities TARYN LANE Community Manager, Hepburn Wind Grant assessment can be tricky. Not only are you tasked with lining apples up against oranges, you’re often also required to manage the disparate skills, experience and personalities of people who are breezing in and out and don’t live and breathe grantmaking like you do. Online systems like SmartyGrants help create efficiencies and can enhance transparency and accountability, but in some cases they can introduce difficulties. Hear from our panel members what their experiences have been. 3.00pm-3.20pm

Afternoon tea

3.20pm-4.00pm

TABLE HOTSPOTS Back by popular demand, our Table Hotspots return to kickstart topic-based grantmaking discussions and reflections, as well as provide a chance for like-minded funders to build connections as they share their experiences.

FACILITATED INTERACTIVE DISCUSSIONS 4.00pm-4.25pm

COMING DOWN THE PIPELINE: What’s next for SmartyGrants JODIE SHANKS Director of Service and Training, SmartyGrants In this session you’ll hear what’s on our development roadmap for 2017 and beyond.

4.25pm-4.30pm

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GRANTMAKER TRIBAL GATHERINGS THURSDAY, MARCH 2, 1PM - 4.30PM, FOLLOWED BY NETWORKING DRINKS 4.30PM - 5.30PM

Our Tribal Gatherings are designed to give grantmakers the opportunity to hear from and speak with their peers as part of a facilitated but informal half-day session loosely organised around three major topics, with lots of opportunity for exploration. Come along to listen, share and learn about solutions to common challenges, swap war stories, and identify opportunities to collaborate with similar funders. The Local Government Tribal Gathering and the State/Federal Government Tribal Gathering will take place in separate rooms simultaneously, with the two groups to come together for drinks at the end of the day. 1.30pm-4.30pm

Local Government Tribal Gathering FACILITATOR: FIONA DEMPSTER, AIGM Director PANELLISTS: DAWN AYERS Contracts Coordinator, Arts Melbourne Branch, City of Melbourne LIZ LANDRAY Community Development Officer, City of Boroondara EMILY McBLACK Community Grants Manager, Maribyrnong City Council

1.30pm-4.30pm

State/Federal Government Tribal Gathering FACILITATOR: BARRY SMITH, AIGM Director PANELLISTS: GLENN WILLIAMS IT SmartyGrants System Director, ACNP, Department of Foreign Affairs and Trade KELLIE MAY Manager, Community Building Partnership Program, NSW Department of Education and Communities ANDREW TRUMP Heritage Project Officer – Heritage Near Me, Office of Environment and Heritage (NSW)

4.30pm-5.30pm 14

Combined Networking Drinks


CONFERENCE INFORMATION DATE AND TIME 2017 Grants in Australia Conference: Friday, March 3, 2017, 9am-4.30pm Tribal Gathering for Local Government Grantmakers: Thursday, March 2, 1pm-4.30pm (followed by networking drinks & nibbles until 5.30pm) Tribal Gathering for State and Federal Government Grantmakers: Thursday, March 2, 1pm-4.30pm (followed by networking drinks & nibbles until 5.30pm) VENUE RACV Club, Level 2, 501 Bourke St, Melbourne (CBD) PARKING The venue has a public car park, however driving is not recommended as conference organisers cannot guarantee the availability of parking at this or nearby car parks. PUBLIC TRANSPORT The venue is a 10-minute walk from Southern Cross Railway Station, and a 10-15 minute walk from both Flinders Street Railway Station and Melbourne Central Station. A number of trams run directly past the venue or stop close by. For detailed public transport information, visit http://ptv.vic.gov.au. PRICE Conference only: $530 (AIGM members & SmartyGrants users: $480) Local Government Tribal Gathering: $250 (AIGM members & SmartyGrants users: $225) State/Federal Government Tribal Gathering: $250 (AIGM members & SmartyGrants users: $225) TAKEAWAY REFERENCE MATERIAL In line with Our Community’s sustainability objectives and status as a B Corporation, conference presentations will not be distributed in hard copy but will instead be available via a weblink to be advised via email following the conference. This weblink will be available only to delegates. Highlights and key takeaways will also appear in a special edition of Grants Management Intelligence (GMI), the AIGM’s membership publication, which will be published in the weeks after the conference. BOOKINGS, CANCELLATION AND REFUND POLICY Registrations must be paid no later than 10 working days before the event. 50% of the registration fee is refundable if notice of cancellation is received more than 10 working days before the event. No refund is available where notice of cancellation is received less than 10 working days before the event. Substitution of attendees is allowed, but written notice is required for all cancellations and substitutions. It is not possible to transfer registration between events. COMMITMENT TO ACCESS AND EQUITY The organisers and supporters of this conference are committed to access and equity and as much as possible will be done to meet the needs of all delegates. Please contact Alan Matic if you require special assistance – phone (03) 9320 6805 or email alanm@ourcommunity.com.au. In order to meet delegate needs, please advise your access requirements as early as possible. Late notice requests may not be able to be met.

While every attempt will be made to deliver this conference as advertised, please be aware that sometimes events beyond our control may cause changes to the program or schedule.

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ABOUT THE CONFERENCE ORGANISERS

This conference is an initiative of the Australian Institute of Grants Management (AIGM – www.aigm.com.au), the best-practice network for philanthropic, corporate and local, state and federal government grantmakers. The AIGM works to help grantmakers review and improve their grants programs, keep abreast of best practices within Australia and internationally, and ensure they are up-to-date on all the news and views in the sector – both locally and from around the world. The AIGM is an enterprise of Our Community, a world-leading social enterprise that provides advice, tools and training for Australia’s 600,000 community groups and schools, and practical linkages between the community sector and the general public, business and government. As well as overseeing a number of grantmaking affinity groups, the AIGM’s major offerings include:

SmartyGrants – the most-used online grantmaking system in Australia and New Zealand, currently used by more than 370 grantmakers of all types and sizes: www.smartygrants.com.au

Grants Management Intelligence (GMI) – Each edition of our plain

language publication for AIGM members focuses on one big grantmaking issue or task, providing readers with the tools, resources and knowledge they need to tackle it: www.aigm.com.au/gmi

Tools and Resources – Hundreds of grantmaking tools and resources

covering all stages of the grants program lifestyle and offering guidance and expert advice to all grantmakers: www.aigm.com.au/tools

News – All the latest local and international grantmaking news and views: www.aigm.com.au/news

Health Check – How healthy is your grants program? Take our Health Check here: www.aigm.com.au/health/check.form

Grants in Australia Survey – The AIGM’s annual survey of grantseekers and grantmakers tracks the performance of the field of grantmaking throughout Australia: www.aigm.com.au/grantsinaustralia

Grantmaking Manifesto – including codes of practice for professional

grantmakers and grantmaking organisations: www.aigm.com.au/aigm/values

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CONFERENCE REGISTRATION

(DELEGATE 1)

WHY NOT REGISTER ONLINE? (by credit card, cheque or EFT)

www.aigm.com.au/conference Registration: Name Job Title Organisation Address

Post Code

Email Phone

Fax

Special needs (wheelchair access, dietary requirements etc)

Yes, I am an AIGM Member (discounted price applies)

Grantmaking in Australia Conference Friday, March 3, 2017, 9am-4.30pm

Non-members:

Please select your preferred session 1 Grantmaker Collaboration – next steps

AIGM members: $480 pp $

2 SmartyGrants Health Check

Local Government Tribal Gathering Thursday, March 2, 1pm-4.30pm

State/Federal Government Tribal Gathering Thursday, March 2, 1pm-4.30pm

$

3 Evaluation – checklist for assessing your grant program results

AIGM members: $225 pp $ Non-members:

$250 pp

$

AIGM members: $225 pp $ Non-members:

$530 pp

$250 pp

$

TOTAL: $

(Please transfer total to the payment page)

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CONFERENCE REGISTRATION

(DELEGATE 2)

WHY NOT REGISTER ONLINE? (by credit card, cheque or EFT)

www.aigm.com.au/conference Registration: Name Job Title Organisation Address

Post Code

Email Phone

Fax

Special needs (wheelchair access, dietary requirements etc)

Yes, I am an AIGM Member (discounted price applies)

Grantmaking in Australia Conference Friday, March 3, 2017, 9am-4.30pm

Non-members:

Please select your preferred session 1 Grantmaker Collaboration – next steps

AIGM members: $480 pp $

2 SmartyGrants Health Check

Local Government Tribal Gathering Thursday, March 2, 1pm-4.30pm

State/Federal Government Tribal Gathering Thursday, March 2, 1pm-4.30pm

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$

3 Evaluation – checklist for assessing your grant program results

AIGM members: $225 pp $ Non-members:

$250 pp

$

AIGM members: $225 pp $ Non-members:

$530 pp

$250 pp

$

TOTAL: $

(Please transfer total to the payment page)


PAYMENT/ TAX INVOICE Cost Attendee 1

$

Attendee 2

$

Additional attendees

$

TOTAL $

Payment Method Cheque Enclosed Please send me an invoice I would like to pay by credit card – details below (note an online payment option is also available – www.aigm.com.au/conference) Payment made by EFT to Our Community (Westpac BSB 033 132 Account No. 146221)

Credit Card Details Visa

Mastercard

AMEX

Card Number

Expiry

/ Total Amount

Date

Name on Card

Signature

Five Easy Ways To Register Online:

www.aigm.com.au/conference (payment can be made by credit card, cheque or EFT)

Phone: Fax form:

(03) 9320 6800 (03) 9320 6859

Mail form:

Our Community PO Box 354 North Melbourne VIC 3051

Email:

service@ourcommunity.com.au

Note - Tax Invoice: Where a registration is less than $1000 (inc GST) this document becomes a tax invoice for GST purposes upon completion of payment. Prices inclusive of GST. Our Community ABN is 24 094 608 705.


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Power Up Your Grantmaking! RACV Club Level 2, 501 Bourke Street, Melbourne VIC 3000

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Local Government Grantmakers Tribal Gathering

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RACV Club Level 2, 501 Bourke Street, Melbourne VIC 3000

4 Thursday, March 2, 2017, 1pm-4.30pm E

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State/Federal Government Grantmakers Tribal Gathering RACV Club Level 2, 501 Bourke Street, Melbourne VIC 3000

4 Thursday, March 2, 2017, 1pm-4.30pm =

www.aigm.com.au/conference

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@AIGM #AIGM2017

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service@grantsmanagement.com.au

REGISTER ONLINE: WWW.AIGM.COM.AU/ CONFERENCE


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