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Women Donors Network 2012 Annual Conference

CREATING A FAIR AND JUST ECONOMY: WHAT WILL IT TAKE? NOVEMBER

8-11 FOUR SEASONS HOTEL MIAMI, FLORIDA


WELCOME

Dear New, Prospective, and Longtime Members, Welcome to our annual gathering! This year, Donna’s tenth as CEO of WDN, we convene after a presidential election to analyze, assess, rejuvenate, regroup, and recommit. It is a powerful moment, one that gives us a rare chance to be together for several days, to nurture our minds, our spirits, and our community. Coming together after a big election is an opportunity to process feelings and experiences, and prepare to resume our focus. We believe you will find this conference to be one that draws together a wonderful, caring, smart, and committed group with common purpose and shared values. In the end, we expect that you will leave feeling refreshed and ready to charge forward once again! To that end, please take advantage of all that our conference has to offer, but remember to take time off when you need it! We all enjoy, learn, and spend time in community at our own individual paces. We are thrilled to welcome you to Miami, and look forward to pursuing our collective goal of creating a democracy and a society that works for all. Helen Gemmill, Chair of the Board of Directors Donna Hall, President & CEO

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Table of Contents Theme / Goals Community Agreements The Savvy Investor: Pre-Conference Seminar Schedule The Savvy Investor: Presenter Biographies Creating a Fair and Just Economy: Conference Schedule Creating a Fair and Just Economy: Presenter Biographies Hotel Information Hotel Map Notes Acknowledgments Schedule At-A-Glance

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Our Mission and Values Women Donors Network is a community with a purpose — we provide opportunities for personal transformation and leadership that are directly connected to making change in the world. WDN helps donors become movement-builders, igniting change through a powerful formula that combines committed women donors, opportunities to connect personally, programs that engage and enrich, and nimble strategic grantmaking. As a community, WDN recognizes the systemic nature of many of the challenges we face as a society. As such, we are committed to utilizing an intersectional lens – including race, class, gender, and sexual orientation – in all of our work, from the issues we work on, to the leaders we highlight, to our own organizational policies and practices. We envision a caring and balanced global society that is built upon the principles of democracy, generosity, diversity, trust, mutual respect, and the health and wellness of communities and the environment.


CREATING A FAIR AND JUST ECONOMY: WHAT WILL IT TAKE? In 2011, our conference focused on challenging corporate power and forging a progressive agenda. We recognized then that creating a better future relies on creating an economic system that includes, supports, and benefits all people. While we know a lot about what’s wrong with the current economy — from the systemic barriers of inequality to the lack of pay equity for women — we have not yet coalesced around a strong and clear vision for the kind of economy we actually do want. This year, our conference brings together a range of women’s voices — activists, academics, advocates, entrepreneurs, and business leaders — to talk about their most inspiring ideas for how to create a different economic system based on the values of equity, ecology, and democracy. We will share, learn, and brainstorm together what strategic collective actions we might take as a network in this important moment.

OUR GOALS CONFERENCE ATTENDEES WILL: Have an opportunity to engage in systems thinking and explore the interconnection among issues to find just solutions. Analyze the power we have and the power we need to make transformational social change. Have time to engage, connect, learn, and reflect together. Learn about collective action strategies and campaigns that are pursuing a fair and just economy. Participate in action planning and build our collective impact.

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COMMUNITY AGREEMENTS With the goal of strengthening and deepening the bonds of the WDN community, while helping to create a safe space at all of our gatherings, a “think tank” of WDN members came together in early 2012 to further the ongoing work of aligning our actions with our values. The result of this collaboration is a proposed set of “WDN Community Agreements,” developed in partnership with the WDN Board of Directors, which you will find below. These are meant to be considered a work in progress, and your feedback and thoughts for improvement are most welcome as we begin to put them into practice at this year’s Annual Conference.

As members of the Women Donors Network, each time we gather and work together, we commit to practicing the following in all of our interactions: 1. We are open to new ideas, processes, and perspectives and are willing to step out of our comfort zones and appreciate others’ work. 2. We embrace the diversity of our community and are committed to practicing assertive communication and attentive listening. We stay present when someone is speaking and turn off our devices, use “I statements” in communicating our perspectives, and understand that disagreements are an opportunity for learning, growth, and acceptance of differences. 3. We respect the balance of shared and appointed leadership by maintaining a culture of emotional and physical safety for ourselves, and our leaders. 4. We practice critical thinking that promotes equity which includes a “both/and” approach in place of “either/or, right/wrong, or good/bad.” 5. We work to be accountable, responsive, and aware of our actions — leading us to recognize differences between our intentions (what we mean to say) and our impact (how it is received). We acknowledge and understand when our impact may be harmful or negative and seek to find resolution.

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PRE-CONFERENCE SEMINAR THE SAVVY INVESTOR – ALIGNING RESOURCES AND VALUES This seminar will help WDN members better understand the world of values-based investing, demonstrate the connections between investments, philanthropy, and activism, and help members feel more confident talking about these issues with their families, financial advisors, and others. This daylong session will be a dynamic mix of presentations and hands-on workshops, and is designed to offer a mix of beginner and more advanced learnings and strategies. One of the key highlights of the day is a panel presentation that will build off of our “Critical Connections” pre-conference theme last year, and will explore gender, race, and LGBTQ lenses to investing. GOALS Education: Gain skills and information to make informed decisions and take action. Inspiration and Motivation: Feel comfortable taking action and demonstrating power. Action: Take immediate action through peer support and collaboration. WDN reminds our participants that this educational effort is member organized and is meant for educational purposes. Any opinions are those of the presenter and do not constitute a solicitation or an offer to sell securities. Participants in this event should seek advice from their tax and investment professionals when making changes to their portfolios. 8:30 am - 9:00 am

LIGHT BREAKFAST

MIAMI PROMENADE

9:00 am - 9:30 am MIAMI BALLROOM

9:30 am - 10:15 am MIAMI BALLROOM

10:15 am - 10:30 am

WELCOME REMARKS AND INTRODUCTIONS by WDN President & CEO Donna Hall WHAT IS IMPACT INVESTING AND WHY IS IT IMPORTANT? This landscape session will provide economic and political context for aligning our investments and our philanthropy with our values. We will provide a general overview of the field, give an update on recent policy changes in the wake of the Great Recession, and create shared understanding of some common terms. BREAK

MIAMI PROMENADE

10:30 am - 11:30 am

MIAMI BALLROOM

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WORKSHOPS. Go deeper on the issues raised in the landscape session. WDN community members will have a chance to share their questions, stories, and lessons in peer-led conversations. GETTING STARTED. This session will build on the landscape presentation and provide additional information about assets, criteria for risks and returns, investment screens, and best practices for choosing a team to help you manage your investments.

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MIAMI FOYER

14 THIRTY FIVE

11:30 am - 12:30 pm MIAMI BALLROOM

12:30 pm - 1:30 pm 14 THIRTY FIVE

1:40 pm - 2:30 pm MIAMI BALLROOM

2:30 pm - 3:15 pm MIAMI BALLROOM

3:20 pm - 3:50 pm MIAMI BALLROOM

3:50 pm - 4:00 pm

BEYOND THE BASICS. This session will incorporate a deeper dive into different investment tools and sub-classes of assets. In sharing their own personal stories and experiences, speakers will explore issues including: questions and criteria for looking for a good social investment advisor or switching advisors; tax issues and implications to consider; and community investment vehicles. GOING DEEPER. This advanced session will focus on strategies such as investing in hybrid organizations, angel investing, and investing in social impact funds. It will also examine issues including ways to support social entrepreneurs through direct investments or grants. INVESTING AT THE INTERSECTIONS. This panel will feature major leaders in the field who use the lenses of gender, race, and sexual orientation to build a more just economy through all aspects of their investments. They will share information about their approaches, lessons, and results. Speakers: Kesha Cash, Lisa Hall, and Suzanne Sheuerman LUNCH AND KEYNOTE: CHALLENGING CORPORATE POWER AND WINNING with Rebecca Tarbotton, Rainforest Action Network (RAN) Tarbotton will share stories, strategies, lessons, and victories from RAN’s corporate campaigns against the coal industry, and discuss how donors can use their power as shareholders to create a more economically just and environmentally sound world. SOCIAL IMPACT EXCHANGE. In this session we will divide into a number of small groups across several key topics raised in the morning sessions, creating a marketplace of information where participants will get a chance to learn more about specific issues and interact with speakers, presenters, and one another. ARE WE THERE YET? Hear personal stories from four WDN members describing their journeys on the road to a more fair and just economy. They will share how they got started as impact investors, the lessons they have learned, what inspires them, and what motivates them to continue using these strategies. BRINGING IT HOME. In this session, we will provide opportunities for reflection, discussion and small-group work to help participants take home the information provided throughout the day and apply it in their own work and the work of WDN. CLOSING AND WRAP-UP

MIAMI BALLROOM

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PRE-CONFERENCE PRESENTERS KESHA CASH, Savvy Investor Panelist Kesha Cash brings a unique mix of experience from traditional finance, consulting and impact investing. Prior to Jalia Ventures, Kesha worked as a mergers and acquisitions analyst at a top-tier investment bank for three years and then founded a consultancy that focused on business development and fundraising for innercity entrepreneurs. In 2009, she worked in London at Bridges Ventures, a leading UK community investment firm that delivers both financial returns and social / environmental benefits. Kesha received her BA in Applied Mathematics from the University of California, Berkeley and her MBA from Columbia Business School. While at Columbia, Kesha served as co-chair for the Columbia Business School Bernstein Leadership and Ethics Board and received the 2010 Nathan Gantcher Prize for Social Enterprise. Kesha is also a member of the Columbia Advisory Committee on Socially Responsible Investing and advises the Trustees on ethical and social issues that arise in the management of the investments in the University’s endowment.

LISA HALL, Savvy Investor Panelist Lisa Hall leads Calvert Foundation as President and CEO, a post she assumed in January 2011. Lisa has nearly 25 years of industry experience, having held multiple policy and financial posts. She has held positions in real estate and community development finance with the Enterprise Foundation, JP Morgan Chase and Travelers Insurance. She holds a BS in Economics from the University of Pennsylvania and an MBA from Harvard University. In 2003, Lisa participated in the American Marshall Memorial Fellowship, a travel program for emerging leaders from the US and Europe. Lisa serves on the Boards of The Funders’ Network, Nonprofit Finance Fund, the Aspen Network of Development Entrepreneurs, and the Tides Network. Lisa has been featured in Forbes, the Washington Post, and dozens of other publications and has spoken at conferences including the annual meeting of the Congressional Black Caucus Foundation, Clinton Global Initiative, SOCAP, Opportunity Finance Network, has participated in summits at the White House, United Nations, and San Francisco Federal Reserve. She was recently dubbed an “Innovator in Action” by Take Part/Skoll World Forum. Follow Lisa on Twitter @LisaGreenHall.

SUZANNE SHEUERMAN, Savvy Investor Panelist Suzanne Sheuerman is a Financial Advisor and Portfolio Management Director at Morgan Stanley where she works with high net worth families and nonprofit organizations. While at Morgan Stanley, Suzanne designed an LGBT themed portfolio for those individuals and families who believe that investing one’s values is an important aspect to wealth creation. Previously, Suzanne was Senior Vice President, Managing Director at Household International. In this capacity, Suzanne acted as Head of Operations for North America. After Suzanne received her Master’s Degree in Management from the Kellogg School of Management at Northwestern University, she went on to obtain Portfolio Management Certification from the Columbia University School of Engineering and Applied Science. Taking pride in giving back, she is involved in her community and is a Board Member of the nonprofit The Land Trust of Santa Cruz County. Suzanne is also a member of the Board of Governors for StartOut, an LGBT entrepreneurial support organization in San Francisco and New York. In her spare time, Suzanne enjoys kayaking and photography. She lives with her spouse and two dogs, Mr. Truman and Rupert, in Soquel California.

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PRE-CONFERENCE PRESENTERS REBECCA TARBOTTON, Savvy Investor Keynote Rebecca Tarbotton is the Executive Director of Rainforest Action Network (RAN). An environmental, human rights, and food activist, and a self-described pragmatic idealist, she has over 15 years of experience in nonprofit grassroots leadership, strategic planning, and a strong track record in developing and scaling up winning programs and campaigns. Before becoming executive director, Rebecca led campaigns at RAN against financing of environmental projects by large American banks. As Global Finance Campaign Director, Tarbotton went toe to toe with some of the nation’s most powerful CEOs to lead RAN to one of its most important victories of the past decade: convincing America’s leading banks to limit the financing of new coal-fired power plants. Prior to RAN, she had over ten years of experience in nonprofit grassroots campaigning and advocacy throughout California, India, and the UK winning important victories for local communities and food sovereignty. She is a regular panelist on international and human rights conferences, has been featured in major international media outlets, and has published numerous articles on her areas of expertise.

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2012 ANNUAL CONFERENCE CREATING A FAIR AND JUST ECONOMY: WHAT WILL IT TAKE?

Thursday, November 8 4:00 pm – 6:00 pm

CHECK-IN, REGISTRATION, AND MAIN RECEPTION

PALM GROVE CONTINGENCY: MIAMI PROMENADE

4:15 pm - 5:15 pm

WELCOME RECEPTION FOR NEW AND PROSPECTIVE MEMBERS

14 THIRTY FIVE

5:30 pm - 6:00 pm

ICEBREAKER ACTIVITY

PALM GROVE CONTINGENCY: MIAMI PROMENADE

6:00 pm – 7:30 pm MIAMI BALLROOM

7:30 pm – 8:30 pm MIAMI BALLROOM

8:30 pm - 10:00 pm MIAMI BALLROOM

8:30 pm - 10:00 pm EDGE BAR

8:30 pm - 10:00 pm 14 THIRTY FIVE

DINNER AND WELCOME: THE EVOLUTION OF WDN. We will gather for dinner together and hear from President & CEO Donna Hall, who will share brief highlights of success and innovation over her 10 years at WDN. OPPORTUNITY NOW! STORIES OF CHALLENGE AND INSPIRATION FROM THE FRONT LINES OF ECONOMIC STRUGGLE. In this theatrical piece, commissioned by the Opportunity Agenda, Rha Goddess lifts up the voices of those most impacted by the current state of our economy. OPTIONAL - ROLE OF ART AND CULTURE IN MOVING THE ECONOMY DEBATE. Following her performance, Rha Goddess will lead an informal conversation about the power of art to move hearts and minds on key issues. OPTIONAL - MEET ME AT THE BAR. Gather with friends old and new for casual conversation and cocktails. OPTIONAL - CONVERSATIONS THAT MATTER. Gather for deeper conversation about things on your mind, sharing personal journeys and learnings, and supporting each other.

Friday, November 9 DAILY BAL HARBOUR

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WDN MEDIA LOUNGE Get one-on-one messaging training to build your communication skills, give an on-camera testimonial about what WDN means to you and your work, see social

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media in action, and learn how you can join the conversation. With Pat Reilly and Tod Hill of PR & Company, a strategic communications firm working with WDN to increase the profile of our work and our impact. 7:00 am - 7:30 am

MEMBER-LED YOGA AND STRETCH

PALM GROVE

7:00 am - 7:45 am

PRIVATE INSTRUCTOR-LED FITNESS CLASS - ZUMBA!

SPORTS CLUB GYM (4TH FL.)

GRAND BALLROOM WEST

BREAKFAST OPTIONAL CIRCLE WORKING GROUP MEETINGS

7:30 am – 8:55 am

NEW AND PROSPECTIVE MEMBER BREAKFAST

7:30 am – 8:55 am

BAHIA, CONTIGENCY: 14 THIRTY FIVE

9:00 am – 10:00 am MIAMI BALLROOM

10:00 am – 10:30 am

FORWARD, TOGETHER: KEYNOTE BY DONNA BRAZILE Veteran Democratic political strategist Donna Brazile will share her keen insights and analysis of the 2012 election results and what they mean for a socially and economically progressive future. CONNECTING OUR COMMUNITY: COFFEE AND NETWORKING

MIAMI BALLROOM FOYER

10:30 am – 12:00 pm MIAMI BALLROOM

12:00 pm - 1:30 pm

FROM INNOVATION TO IMPACT: STRATEGIES FOR CREATING A FAIR AND JUST ECONOMY. In this plenary session, learn about successful efforts to redesign and reform the current economy through policy advocacy, creating good jobs, new media strategies, and grassroots organizing. Speakers will also explore pioneering ideas and innovations to build a better economy including different models of ownership, cutting-edge partnerships, and the leading role women are playing as social entrepreneurs. Speakers: Kim Coontz, Christie George, Sara Gould, Tracy Van Slyke LUNCH AND FREE TIME

PALM GROVE CONTINGENCY: GRAND BALLROOM WEST

12:00 pm - 1:00 pm

LGBTQ CAUCUS LUNCH

14 THIRTY FIVE

1:00 pm - 1:30 pm GRAND BALLROOM

GUIDED MEDITATION AND CIRCLE CONVERSATION FOR STRESS RELIEF, CONNECTION, AND CENTERING with Nina Simons

EAST FOYER

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1:45 pm - 2:45 pm

WORKSHOPS. Participants will get a chance to explore four concurrent workshops that will go deeper on the issues, with panel presenters from the morning plenary who will be paired with WDN member leaders.

GRAND BALLROOM EAST

From Our Street to Wall Street. In this workshop, Tracy Van Slyke of The New Bottom Line Campaign and Denise Collazo of PICO National Network (Florida) will lead a lively, participatory workshop in which they will invite attendees to discuss a vision for transformative economic and democratic change. Participants will break apart strategies on the key economic campaigns in Florida and across the country.

MIAMI BALLROOM

Women Pioneering Impact Investing and Social Enterprise. Women are founding some of the most exciting new companies – businesses that are not only making a profit, but are also doing something good for the world. There is a clear opportunity to build a better economy by supporting the social enterprises that are poised to shape the future. Learn more about these innovations, and begin developing an action plan with Christie George, director of New Media Ventures.

KEY BISCAYNE

Changing Policy and Culture in a Changing America: Caring Across Generations. In this workshop, Sara Gould, of Caring Across Generations (CAG), and Gihan Perera of Florida New Majority, will lead an interactive discussion in which participants will learn more about CAG’s “surround sound” culture-shifting strategy and values-based state policy and civic engagement work for 2013 and beyond. Attendees will also help develop new ways of thinking about how to engage across silos.

COCONUT GROVE

The Emerging Ownership Revolution and How You Can Play a Role. In this workshop, Kim Coontz, Executive Director of the California Center for Cooperative Development, will lead a participatory dialogue on the many forms of emerging ownership and financial design that are creating a new kind of economy designed to benefit all. Together we’ll explore potential roles for WDN members, as investors, donors, policy advocates, and legacy owners of family businesses.

2:45 pm - 3:00 pm

BREAK

3:00 pm - 4:00 pm

WORKSHOPS REPEAT. Participants will get a chance to explore four concurrent workshops that will go deeper on the issues raised, with panel presenters from the morning plenary who will be paired with WDN member leaders.

GRAND BALLROOM EAST

From Our Street to Wall Street Women Pioneering Impact Investing and Social Enterprise Changing Policy and Culture in a Changing America: Caring Across Generations The Emerging Ownership Revolution and How You Can Play a Role

MIAMI BALLROOM KEY BISCAYNE COCONUT GROVE

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4:00 pm - 6:00 pm

WDN CIRCLE SHARING. In these member-led sessions, explore the strategies and impact of WDN’s donor circles.

4:10 pm - 5:00 pm COCONUT GROVE MIAMI BALLROOM GRAND BALLROOM EAST KEY BISCAYNE

Haiti Middle East Peace & Democracy Progressive Political Infrastructure/Election Integrity Values Based Investing/Earth

5:10 pm - 6:00 pm KEY BISCAYNE MIAMI BALLROOM COCONUT GROVE GRAND BALLROOM EAST

Beyond Militarism Criminal (In)Justice Immigration Reproductive Rights

7:00 pm - 9:00 pm

DINNER ON THE TOWN. Enjoy dinner at local restaurants in small groups. Sign-up sheets available at registration.

9:00 pm

MOVIE NIGHT. Back by popular demand!

COCONUT GROVE

9:00 pm

MIAMI AFTER DARK: HAVANA DANCING! We’ll recommend local hot spots!

Saturday, November 10 DAILY BAL HARBOUR

7:00 am – 7:30 am

WDN MEDIA LOUNGE Get one-on-one messaging training to build your communication skills, give an on-camera testimonial about what WDN means to you and your work, see social media in action, and learn how you can join the conversation. With Pat Reilly and Tod Hill of PR & Company, a strategic communications firm working with WDN to increase the profile of our work and our impact. MEMBER-LED YOGA AND STRETCH

PALM GROVE

7:00 am – 7:45 am

PRIVATE INSTRUCTOR-LED FITNESS CLASS – PILATES!

SPORTS CLUB GYM (4TH FL.)

GRAND BALLROOM WEST

BREAKFAST OPTIONAL CIRCLE WORKING GROUP MEETINGS

7:45 am – 8:45 am

WOMEN OF COLOR CAUCUS BREAKFAST

7:30 am – 8:55 am

BAHIA, CONTIGENCY: 14 THIRTY FIVE

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9:00 am - 9:45 am MIAMI BALLROOM

THE POWER OF COLLECTIVE ACTION: CASE STUDY WITH ULTRAVIOLET. To kick off our action planning session, we will explore the case study of WDN’s venture investment in UltraViolet, a new community of women and men fighting to expand women’s rights and combat sexism. With UltraViolet Co-Founders Nita Chaudhary and Shaunna Thomas, we’ll highlight this partnership with WDN’s Reproductive Rights Circle as an example of nimble, strategic collective action that creates real impact.

9:45 am - 10:00 am

BREAK

10:00 am – 12:15 pm

ACTION PLANNING. Spend time in small groups going deeper on issues raised in the conference thus far, and begin collaborating on possible action steps we could take together. Longtime progressive movement veteran Alison Bernstein will serve as our facilitator for this deep and interactive session.

MIAMI BALLROOM

GRAND BALLROOM WEST

LUNCH AND WDN GENERAL ASSEMBLY. We will gather as a network to hear about the impact of our collective action, and get aligned around our collective vision for the future of WDN.

1:45 pm – 2:00 pm

BREAK

2:00 pm – 4:00 pm

KATIE ORENSTEIN: EXPERTISE AND CREDIBILITY. In this interactive presentation, Orenstein will summarize recent scholarship, share observations, and raise questions generated by The OpEd Project’s work with over 5,000 women experts from all over the world — about why marginalized voices and women in particular tend to write themselves out of the story, and how to redress this brain drain. You will walk away with new knowledge and actionable steps specific to your own expertise and credibility.

12:30 pm – 1:45 pm

MIAMI BALLROOM

4:00 pm - 5:00 pm

CONNECTING OUR COMMUNITY: COFFEE AND NETWORKING

MIAMI BALLROOM PROMENADE

4:00 pm - 6:00 pm

OPTIONAL - MIAMI MURAL AND ART TOUR. Check out Miami’s vibrant art scene by touring the murals and other cultural sites of Little Havana and Wynwood with an experienced local tour guide. See the work of such influential artists as Shepard Fairey and Ryan McGinness as well as murals by local Miami artists. The tour bus will pick up at the Four Seasons at 4 pm and return you to the hotel in time for dinner.

5:30 pm - 6:30 pm

MEET AND GREET WITH THE WDN BOARD OF DIRECTORS. In this informal reception, share a cocktail and a conversation with your dynamic WDN leadership.

14 THIRTY FIVE

6:30 pm - 11:00 pm MIAMI BALLROOM

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DINNER AND 10 YEAR CELEBRATION. Commemorate Donna Hall’s tenure at WDN with drinks and dancing.

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Sunday, November 11 7:00 am – 7:30 am

MEMBER-LED YOGA AND STRETCH

PALM GROVE

7:30 am – 8:55 am

BREAKFAST

PALM GROVE CONTINGENCY: GRAND BALLROOM WEST

8:00 am - 11:15 am

WORKING GROUP MEETING FOR REPRODUCTIVE RIGHTS CIRCLE

MIAMI BALLROOM

9:00 am - 11:00 am 14 THIRTY FIVE

9:00 am – 11:15 am COCONUT GROVE, GRAND BALLROOM EAST, GRAND BALLROOM EAST FOYER,

WORKING GROUP MEETING FOR MIDDLE EAST PEACE AND DEMOCRACY CIRCLE WDNCAMP: “UN-CONFERENCE.” This is where the official agenda ends, and you are charged with making one up! Back by popular demand, unconference sessions are member-led, and create space for members to share their energy, ideas, and expertise in a fun and informal setting.

KEY BISCAYNE

11:15 am - 12:00 pm

CHECK OUT OF HOTEL

11:30 am - 1:30 pm

CIRCLE LEADER MEETING

MIAMI BALLROOM

12:00 pm – 1:00 pm

BOXED LUNCHES AND FAREWELLS

MIAMI BALLROOM FOYER AND PROMENADE

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CONFERENCE PRESENTERS

RHA GODDESS OPENING NIGHT CULTURAL PERFORMANCE

Rha Goddess is a cultural innovator and social entrepreneur who brings over two decades of transformational “crowd rockin’” in the name of social change. As a world renowned performing artist and activist, her work has been internationally featured in several compilations, anthologies, forums, and festivals. Rha’s work has been reviewed extensively and she has received rave industry reviews from Time Magazine, Ms. Magazine, The Source, and The Miami Herald, among others. In her 30+ year tenure as a creative organizer Rha has worked on issues of racial justice and equality, electoral politics, offender aid and restoration, mental health and youth and young women’s empowerment. Rha is a 2008 recipient of the National Museum of Voting Rights prestigious Freedom Flame Award and a 2009 recipient of the Herb Alpert Award’s Hedgebrook Prize. Also in 2009, Rha was part of a special delegation invited to the White House and served as a US Cultural Envoy to Rwanda. In her latest venture, Rha is the founder and CEO of Move The Crowd an entrepreneurial training company dedicated to helping the next generation stay true, get paid, and do good. With an interdisciplinary curriculum that acknowledges, honors and elevates the whole person, Move The Crowd works with clients to leverage their unique creativity, strengths, and passion into viable projects, ventures, and initiatives. Entrepreneurs emerge with the vision to move forward, the knowledge to up their game, and the power to achieve their own flavor of success. Move The Crowd uniquely focuses on urban cultural creatives and innovators from a variety of sectors who are re-defining their “work” as a vehicle for creative expression, financial freedom, and societal transformation. More at www.movethecrowd.me.

DONNA BRAZILE KEYNOTE SPEAKER

Donna Brazile is a veteran Democratic political strategist, adjunct professor at Georgetown University, bestselling author, syndicated columnist, television political commentator, Vice Chair of Voter Registration and Participation at the Democratic National Committee, and former interim National Chair of the DNC. Besides working for the full recovery of her beloved New Orleans, Ms. Brazile’s passion is encouraging young people to vote, to work within the system to strengthen it, and to run for public office. Dedicated to walking the walk, she has worked on every presidential campaign from 1976 through 2000, when she became the first African American to manage a presidential campaign. Named by O, The Oprah Magazine, as one of its “remarkable visionaries,” she has received the Congressional Black Caucus Foundation’s highest award for political achievement. Her secret passion is acting; she recently made two cameo appearances on CBS’s The Good Wife. Donna Brazile serves on the board of several political and academic organizations and is the proud recipient of honorary doctorate degrees from Louisiana State University, North Carolina A&T State University, and Xavier University of Louisiana. She is the founder and managing director of Brazile & Associates LLC, a general consulting, grassroots advocacy, and training firm based in Washington, DC.

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CONFERENCE PRESENTERS ALISON R. BERNSTEIN, Conference Facilitator Alison Bernstein is Director of the Institute for Women’s Leadership. Previously, she served as a Vice President for the Ford Foundation’s program on Knowledge, Creativity and Free Expression for fourteen years. A former Associate Dean of Faculty at Princeton University, Alison is the author of three books: American Indians and World War II: Towards a New Era in Indian Affairs; with Virginia B. Smith, The Impersonal Campus; and, with Jacklyn Cock, Melting Pots and Rainbow Nations: Conversations about Difference in the United States and South Africa. She is currently completing a manuscript focused on philanthropy’s impact on American higher education. Bernstein has taught at Princeton University, Teachers’ College/ Columbia University, Sangamon State University, Spelman College, and Staten Island Community College. She graduated from Vassar College, and received a Ph.D. and an M.A. in History from Columbia University. Alison is currently a Trustee of Bates College and serves on the Board of the Samuel Rubin Foundation and the News Literacy Project. She is also the proud mother of twin daughters, Emma and Julia.

NITA CHAUDHARY, Panelist Nita Chaudhary, co-founder of UltraViolet, was most recently the National Campaigns and Organizing Director at MoveOn.org Political Action. As a part of that role she oversaw and managed MoveOn’s national campaigns department, including the organization’s work on Health Care reform, the economy and Social Security as well as supervising MoveOn’s Campaign Directors. During her tenure at MoveOn, Nita oversaw the fundraising program for the 2008 election, and led some of the organization’s largest campaigns including MoveOn’s work to end the Iraq war, protect Constitutional Liberties, and address Climate Change. Prior to that she was the Democratic National Committee’s first Director of Online Organizing during the 2004 cycle. She started her career at People for the American Way where she held several positions, including Media Research Analyst, Web Editor, and Online Organizer. Nita’s a native New Yorker who loves the Yankees, the Knicks, and cooking Indian food.

DENISE COLLAZO, Workshop Presenter Denise Collazo is the Director of Development and Southeastern Expansion for PICO National Network. She leads a 20-member team that is building out PICO’s work in Florida, Louisiana, and Alabama and directs PICO’s Fund Development Team – raising funds for PICO, its 52 affiliates, and 10 state networks. In 2012, Denise is working to integrate data-driven voter engagement tools into the organizing foundation of PICO’s Southeast affiliates as part of a broader 9-state Land of Opportunity initiative to engage one million faith voters around a pro-family economic fairness agenda. She began her organizing career with PICO in Oakland, California (1992) and then in San Francisco where she launched a successful “Yes in My Back Yard” campaign, resulting in the development of hundreds of units of affordable housing. She has a BA from Harvard College and has worked for the National Puerto Rican Coalition and the Center for Community Change.

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CONFERENCE PRESENTERS E. KIM COONTZ, Panelist & Workshop Presenter E. Kim Coontz is the Executive Director of the California Center for Cooperative Development, a charitable nonprofit dedicated to promoting and supporting cooperatives. She has been working with cooperative enterprises for over 23 years. She has assisted in the start-up of more than 25 cooperatives, authored and co-authored more than 10 publications about cooperatives, and written numerous articles. Prior to her employment with CCCD, Kim was Executive Director of Yolo Mutual Housing Association, a nonprofit developer of cooperatively-governed affordable housing in Davis, CA. She also spent 14 years working for the Center for Cooperatives at the University of California at Davis (prior to its closure in 2004).

CHRISTIE GEORGE, Panelist & Workshop Presenter Christie George is the Director of New Media Ventures, the first national network of angel investors supporting media and tech startups that disrupt politics and catalyze progressive change. At New Media Ventures, a project of the Democracy Alliance, she has overseen the investment of over $3 million into a portfolio of nonprofits and for profits, including NationalField, Sum of Us, and Upworthy. For her entire career, Christie has been guiding think tanks, development organizations and media startups to significant growth and impact. She started her career at a venture capital firm and has spent over a decade working in media, including six years managing sales and marketing for Women Make Movies, the world’s leading distributor of films by and about women. She is a co-founder and on the Board of LoudSauce, the crowdfunded media-buying platform for ideas that matter. She received her BA from Yale University and her MBA with distinction from the University of Oxford, where she was a Skoll Scholar in Social Entrepreneurship and graduated with the Said Prize, awarded annually to the program’s top student. Christie was recently named a Social Citizen Ambassador by the Case Foundation.

SARA K. GOULD, Panelist & Workshop Presenter Sara Gould is the Associate Director of Caring Across Generations and the Director of the Care Fund. Caring Across Generations (CAG) is a campaign to transform long-term care in the US for the benefit of loved ones who count on caregivers, workers who provide the support, and families who struggle to find and afford quality care. The Care Fund pools the resources of both institutions and individuals to support the campaign’s local, state and national organizing and policy activities. Sara recently completed a fellowship focused on social justice philanthropy at the Foundation Center, where she authored Diminishing Dollars: The Impact of the 2008 Financial Crisis on the Field of Social Justice Philanthropy, and led a study of progressive public foundations in the US. In November of 2010, she stepped down as President & CEO of the Ms. Foundation for Women where she served in various capacities for nearly 25 years. While president, Sara expanded the foundation’s grantmaking directed at organizations creating meaningful connections – across issues, movements, constituencies, and geographies – to engage more women and men in working for positive and sustainable change in both public policy and the broader culture.

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CONFERENCE PRESENTERS GIHAN PERERA, Workshop Presenter Gihan Perera is a nationally recognized progressive movement leader, organizer, and strategist. He is co-founder and Executive Director of Florida New Majority and Florida New Majority Education Fund, a 501(c)(4) / 501(c)(3) collaboration that brings together social movement actors, community organizations, and progressive labor unions. In Florida, Gihan co-founded the Miami Workers Center where he served for 12 years as its Executive Director. From 2005-2007, he helped form the national Right to the City alliance at the height of the nation’s housing boom. Gihan serves on the Advisory Committee of the Philanthropic Initiative for Racial Equity, and currently sits on the Board of Directors of the Miami Workers Center and the Seasons Fund for Social Transformation. In addition to the development of three nationally recognized social justice organizations, Gihan was a union organizer, leading campaigns in Miami and South and North Carolina for several years, with Amalgamated Clothing and Textile Workers Union. He was also a Trainer and West Coast Recruitment Director for the AFL-CIO’s Organizing Institute. Gihan has been published and quoted in both local and national media outlets, including the Miami Herald and TIME magazine.

SHAUNNA THOMAS, Panelist Shaunna Thomas, co-founder of UltraViolet, was most recently the Executive Director of the P Street Project, the lobbying arm of the Progressive Change Campaign Committee dedicated to organizing progressive members of Congress and their staff and connecting them to the progressive grassroots. Prior to that, Shaunna was the COO of Progressive Congress, the outside organization supporting the Congressional Progressive Caucus. Shaunna got into organizing and advocacy through the 2004 Presidential election, which inspired the next five years of her work with Young People For, a Project of People For the American Way Foundation—a project dedicated to empowering the next generation of progressive leaders.

TRACY VAN SLYKE, Panelist & Workshop Presenter Tracy Van Slyke is the co-director of The New Bottom Line – a new and growing movement fueled by a coalition of community organizations, congregations, and individuals working together to challenge established big bank interests on behalf of struggling and middle-class communities. The New Bottom Line is one of the newest innovations in the social justice field designed to build a new economy that works for all of us, bringing a unique combination of sophisticated media and communications strategies and everyday people organizing at the grassroots level. In 2011, The New Bottom Line won the first major settlement against big banks which resulted in billions of dollars of relief for homeowners. Coalition members include PICO National Network, National People’s Action (NPA), Alliance for a Just Society, Right to the City, and dozens of state and local organizations from around the country. Tracy is the former director of The Media Consortium, a network of the leading progressive, independent media outlets in the country and is the co-author of the book, Beyond the Echo Chamber: Reshaping Politics Through Networked Progressive Media. She is also the former publisher of In These Times, a national, award-winning political magazine.

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HOTEL INFO

RESOURCE MATERIALS If you brought materials to share with other conference attendees, they will be available in our resource area. Space is limited, and you are responsible for taking home any leftover materials, including books, at the end of our Saturday afternoon session. Please be mindful of our carbon footprint when distributing printed resources. The sale of goods is not permitted. GREEN AND FAIR LABOR PRACTICES The Four Seasons Miami has been welcomed into the Florida Department of Environmental Protection (DEP) Agency’s Green Lodging program. Certification was issued in September 2006. WDN is committed to supporting hotels with fair labor practices. The Four Seasons Miami is not on any union watch or boycott list. MEETING SPACE Most of our meeting rooms are located on the sixth floor of the Four Seasons Hotel. All other meeting rooms are specified in the hotel map on the right.* INTERNET ACCESS Wireless internet access will be available at no charge in most of our meeting spaces. Basic Internet (wired) is included at no extra charge in guest rooms. BUSINESS CENTER Located on the seventh floor, directly across from the Concierge desk, the fully equipped Business Center is accessible 24-hours a day to attend to guests and meeting attendees’ business requirements. The Center includes four work stations with computer equipment, printers, fax machines, and a copier. FITNESS FACILITIES & SPA SERVICES Hotel guests have access to one of Miami’s top gyms, Sports Club/LA, located on the fourth floor of the Hotel. Over 100 fitness classes are offered each week, from spinning to yoga to studio exercise. Enjoy a swim in the hotel’s main pool on the seventh floor terrace, or wade in the shallow-water Palm Grove pool. The Sports Club/LA Spa offers world-class pampering in one of ten treatment rooms – including a dry redwood sauna, a Turkish steam room, and a wet treatment area with a Vichy shower. Spa hours are Monday through Friday, 9:00 am - 9:00 pm, Saturday and Sunday, 9:00 am - 7:00 pm. HOTEL DINING We are committed to providing healthy, seasonal meal choices for conference participants. WDN staff works directly with the chief hotel chefs to ensure that dining options include a wide array of organic, locally-sourced fare. CONCIERGE HOURS The concierge is available from 7:00 am until 11:30 pm. CHECK OUT TIME 12:00 pm

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HOTEL MAP 6TH FLOOR

*Conference locations not pictured: Palm Grove and Bahia are located in the outdoor pool terrace. 14 Thirty Five is located across from the EDGE Restaurant on the 7th floor. The main lobby of the hotel as well as the elevators to the guest rooms are also located on the 7th floor. The Sports Club Gym is located on the 4th floor.

FOUR SEASONS HOTEL MIAMI 1435 Brickell Avenue Miami, Florida 33131 TEL 305.358.3535 FAX 305.358.7758 www.fourseasons.com/miami

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NOTES

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NOTES

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NOTES

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ACKNOWLEDGMENTS

CONFERENCE ADVISORS: The following WDN Members provided critical advice, support, assistance, and leadership throughout the conference planning process. Carol Barger, Kathy Barry, Suzanne Biegel, Mary Cooper, Deborah Drysdale, Marta Drury, Susan Estep, Anne Friedman, Helen Gemmill, Margery Goldman, Lenore Hanisch, Kristin Hull, Jane Lewenthal, Carol Malnick, Jessica Ozberker, Cathy Raphael, Erin Rossitto, Sara Sanderson, Wendy Volkmann, Diane Jordan Wexler, Mary Willis

WDN STAFF Jenifer Fernandez Ancona, Senior Director of Membership & Communications Kathleen Andreson, Program & Communications Manager Angela Bottum, Chief Operating Officer Shanthi Gonzales, Executive Assistant to the President Pronita Gupta, Director of Programs Donna P. Hall, President & CEO Ginger Hintz, Program Associate Flannery May, Accounting Assistant Laurel Potter Huerta, Project Manager, Programs & Technology Initiatives

WDN BOARD OF DIRECTORS Helen J. Gemmill, Chair of the Board Erin Rossitto, Vice Chair Sara Sanderson, Secretary Nancy J. Aronson, Treasurer Donna P. Hall, President & CEO Kathleen C. Barry Cathy Carlson Nancy Harris Dalwin Susan Estep Anne Friedman Margery Goldman Lenore M. Hanisch Margery Engel Loeb Kimberly C. Oxholm

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SCHEDULE AT-A-GLANCE LOCATION KEY 1435: Room 14 Thirty Five (7th Floor) B: Bahia CG: Coconut Grove EB: Edge Bar GBE: Grand Ballroom East GBEF: Grand Ballroom East Foyer GBW: Grand Ballroom West KB: Key Biscayne MB: Miami Ballroom MBF: Miami Ballroom Foyer MP: Miami Promenade PG: Palm Grove SCG: Sports Club Gym (4th Fl.)

THURSDAY, NOVEMBER 8 4:00 pm – 6:00 pm PG cont. MP Check-in, Registration, and Main Reception 4:15 pm - 5:15 pm 1435 Welcome Reception 5:30 pm - 6:00 pm PG cont. MP Icebreaker Activity 6:00 pm – 7:30 pm MB Dinner and Welcome 7:30 pm – 8:30 pm MB Opening Night Performance 8:30 pm - 10:00 pm MB OPTIONAL - Role of Art and Culture in Moving the Economy Debate 8:30 pm - 10:00 pm EB OPTIONAL - Meet Me at the Bar 8:30 pm – 10:00 pm 1435 OPTIONAL Conversations That Matter FRIDAY, NOVEMBER 9 7:00 am – 7:30 am PG Member-Led Yoga and Stretch 7:00 am - 7:45am SCG Private Instructor-Led Fitness Class 7:30 am – 8:55 am GBW Breakfast/Optional Circle Working Group Meetings 7:30 am – 8:55 am B cont. 1435 New & Prospective Member Breakfast 9:00 am – 10:00 am MB Keynote by Donna Brazile 10:00 am – 10:30 am MBF Coffee and Networking 10:30 am – 12:00 pm MB From Innovation to Impact: Strategies for Creating a Fair & Just Economy 12:00 pm - 1:30 pm PG cont. GBW Lunch and Free Time 12:00 pm - 1:00 pm 1435 LGBTQ Caucus Lunch 1:00 pm - 1:30 pm GBEF Guided Meditation 1:45 pm - 2:45 pm WORKSHOPS: • From Our Street to Wall Street GBE • Women Pioneering Impact Investing & Social Enterprise MB • Changing Policy and Culture in a Changing America: Caring Across Generations KB • The Emerging Ownership Revolution and How You Can Play a Role CG 2:45 pm - 3:00 pm Break 3:00 pm - 4:00 pm GBE, MB, KB, CG Workshops Repeat

4:00 pm - 6:00 pm GBE, MB, KB, CG WDN Circle Sharing 7:00 pm - 9:00 pm Dinner on the town 9:00 pm CG Movie night 9:00 pm Miami After Dark: Havana Dancing SATURDAY, NOVEMBER 10 7:00 am – 7:30 am PG Member-Led Yoga and Stretch 7:00 am - 7:45 am SCG Private Instructor-Led Fitness Class 7:30 am – 8:55 am GBW Breakfast/Optional Circle Working Group Meetings 7:45 am - 8:45 am B cont. 1435 Women of Color Caucus Breakfast 9:00 am – 9:45 am MB The Power of Collective Action: Case Study with UltraViolet 9:45 am – 10:00 am Break 10:00 am – 12:15 pm MB Action Planning 12:30 pm – 1:45 pm GBW Lunch and WDN General Assembly 1:45 pm - 2:00 pm Break 2:00 pm – 4:00 pm MB Katie Orenstein: Expertise and Credibility 4:00 pm - 5:00 pm MBP Coffee and Networking 4:00 pm - 6:00 pm Optional Miami Art Tour 5:30 pm - 6:30 pm 1435 Meet and Greet with WDN Board of Directors 6:30 pm - 11:00 pm MB Dinner and Celebration SUNDAY, NOVEMBER 11 7:00 am – 7:30 am PG Member-Led Yoga and Stretch 7:30 am – 8:55 am PG cont. GBW Breakfast 8:00 am - 11:15 am MB Working Group: Reproductive Rights Circle 9:00 am - 11:00 am 1435 Working Group: Middle East Peace and Democracy Circle 9:00 am – 11:15 am CG, GBE, GBEF, KB Un-Conference 11:15 am - 12:00 pm Check out 11:30 am - 1:30 pm MB Circle Leader Meeting 12:00 pm – 1:00 pm MBF, MP Lunch and Farewell

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565 Commercial Street, Suite 300 San Francisco, California 94111

info@womendonors.org womendonors.org

T F

415.814.1333 415.814.1334


2012 Conference Schedule