My Capital Eric Jacobsen (YPO North Star)
Program Description:
This learning experience aims to inspire and provide the education and tools to master the skill of the entrepreneur’s corporate behavior. Stakeholder capitalism has taken hold. Consumers, shareholders, suppliers and capital sources are looking for companies to be sustainable by focusing on both profit and a contribution to all stakeholders.
3 Learning Pillars: (MEMBER RESOURCE/SPEAKER)
the three learning pillars: My Purpose, My Business, and My Capital, this learning experience aims to inspire by providing education and tools to promote action and implementation.
This is an immersive, collaborative, and interactive ½ to full day session, and can be easily incorporated into a chapter or network learning event, YPO Retreat, or part of a larger YPO Encompassingevent.
How is this event relevant and impactful for YPO members?
• Learn how to live a life of meaning, gratitude, and abundance
Champion Name: Host Member
• Learn why purpose driven firms perform well and how they can kickstart the wheel of change.
My Purpose Ammar Charani (YPO North Star)
Lifelong Learning Category: Business Leadership
My Business Carol Hansen (YPO North Star)
MemberWorkshopOutline:ImpactLabs (iLabs)SAMPLE
Intended Audience: Members, spouses/partners, YNG (max 150)
• Explore Stakeholder Capitalism and gain an understanding of the broader landscape, including the role of government, investors, and customers.
Program Name: ½ to Full Day Impact Labs (iLabs) Workshop
• Leverage purpose as a key business driver to stay relevant
Content for Facilitator/Resource:
• Gain a deeper knowledge of sustainability, corporate social responsibility (CSR), and the purpose plus profit driven business model currently transforming the global economy.
• Learn how to motivate employees and others in your life, and how to avoid conflicts by understanding their driving desires.
• Interactive and small group activities should include:
Top 3 Learning Objectives:
2. Examining unique strengths
4. Designing purpose projects to help prototype a new way of living
• Explore why collective efforts matter and how business can be a catalyst for system level change in the face of significant global issues, such as climate change and income inequality.
• Determine what you can do to become a purpose driver leader and how to leverage that into a greater leadership role in your industry, community, and country.
• Introduce frameworks and practice tools that help increase a living sense of purpose in life.
• Ammar Charani (YPO North Star)
3. Connecting authentically with peers around common life questions
Top 3 Learning Objectives:
My Purpose Workshop
• Discover or clarify your life’s purpose and that of your family and business.
• Influence management, leadership, and other key stakeholders as to the competitive advantages of being a purpose-driven firm.
• Create a plan to develop your personal brand that will help you have greater success as a leader with ambition to create real positive impact.
1. Unearthing core values
My Business Workshop
Resources/Speakers:
• Learn how to maximize impact in your own portfolio across asset classes
• Discover ways to think about impact measurement.
• YPO Member Companies
During cocktail/appetizer hour, guests hear from seasoned investors in the field and deepen your knowledge about impact investing. The conversation and peer to peer learning on capital as a force of good will continue in the form of a Jeffersonian Dinner.
• Include Impact Network’s B Corp Certification Toolkit as pre work
• YPO Strategic Alliance Partners
• Understand how impact investing is not philanthropy
• Strategic Alliance with BCorp
United Nation’s Global Compact Toolbox
• Discuss deep impact concepts such as additionality, risk/reward/timeframe
• Examine the broader environmental, political, and social landscape in which you operate, including the role of government, investors, and customers.
My Capital | Presentation and Jeffersonian Dinner:
• Focus on how sustainability can ensure the long term success of the organization
• Offer examples and case studies on how purpose and profit can coexist within a company
• Introduce frameworks and practical tools that attendees can use to improve the social and environmental performance of their organization, e.g. Basic behaviors of becoming a B Corp or adopting similar corporate characteristics
Takeaways:
Resources/Speakers:
• Deepen knowledge on shifting capital into impactful companies, funds, and intermediaries without sacrificing returns
Through participatory learning exercises, have attendees commit their business’ sustainability principles and policies onto (digital) paper
Content for Facilitator/Resource:
Work with Sustainable Business Network to identify subject matter experts in you Region.
Suggested Table Topics and Sub-Questions for My Capital during the Jeffersonian Dinner:
• What themes or issues are important to you when you invest?
• Gratitude Railroad (www.gratituderailroad.com)
• How might philanthropy and impact investing work together for you? Or are they separate? Can they be integrated together to maximize returns AND impact?
• Discussion of the United Nations Sustainable Development Goals (UNSDGs)
Closing of Event:
• As a community builder, encourage guests to communicate with one another in the future and be a resource to help them connect.
• How do you think about the impact you are making with your investments, good or bad?
• Is there a perfect impact investment? If so, what makes it so? If not, why not?
• Follow up with your guests by sharing notes from the various discussions, suggested next steps for collaboration, or a request for a particular call to action.
• How do you measure heart? or Love? or other emotions/outcomes in your impact investments?
• Who do you admire as an impact investor and why?
• What does impact investing mean to you?
• What prevents you from making 100% of your investments “impact investments”?
• Toniic and the Toniic Activator Series (www.toniic.com)
• Highlight key takeaways for each pillar
• Do your impact investments actually make a difference in the world, or do they just make you feel good about your investing? How do you know?
• UNSDGs (www.un.org/sustainabledevelopment/sustainable development goals/)
• Which United Nations Sustainable Development Goals (UNSDG) issues resonate with you the most?
Content for Facilitator/Resource:
• What has been your favorite impact investment to date and why?
• Giin Global Impact Investing Network (www.thegiin.org)
• Introduce framework for personal impact investing
19:30 20:30 30 min
20:30 Closing
09:00 Working12:30teabreak 3.5 hours My Purpose | Workshop
• Share a broad outline of what My Capital is about and mention that this is the topic to be discussed over dinner.
• Split the guests into groups of 8 10*. Everyone at the same table should participate in a single conversation.
• Each table should have a moderator. Moderator can refer to and ask questions above throughout the dinner when needed to stimulate the dialogue.
17:00 18:00 1 hour
18:00 19:30 2 hours
The Dialog: The Art of Conversation
• Make sure to introduce the structure of a Jeffersonian dinner. The champion should share the most important rule: there is to be a single, communal conversation happening around the table, with one person speaking at a time. No side conversations.
Tying in and summarizing all three pillars Questions and answers
Cocktail and appetizer
My Capital | Jeffersonian Dinner
08:50 10 min Champion opens event
Jeffersonian Dinner
The Logistics: Setting the Table, Setting the Stage
• Ask guests to prepare a 1 2 minute response to an icebreaker question. The icebreaker question may or may not be related to the topic at hand, but make sure that guests are encouraged to include a personal anecdote or memory, as the purpose of this question is to create an immediate sense of intimacy.
• Guests take turns sharing a 1 minute introduction of who they are.
My Capital | What is Impact Investing?
12:30 13:30 1 hour Lunch
Option to include Keynote Speaker here.
Sample Event Template
13:30 Working15:30teabreak 2 hours My Business | Workshop
Welcomes everyone
15:30 17:00 1.5 hours Break | Transport to dinner venue
Time Allocation Agenda
• Once everyone has been introduced, the moderator will pose a broader challenge question that touches upon the evening’s topic and kicks off the dialogue.
Marketing Direct member-to-member outreach is often the most successful securing attendance. Recruit members at the local and regional level to assist with advocating within their networks. Catering Dinner to be coordinated with the hotel or host. Budget Varies by venue, and dependent on the number of resources.
Best Practices:
Potential Speakers and Resources: Refer to list of internal and external speakers here
• Let the conversation evolve naturally from there. Each table’s moderator can help keep the discussion on track or re engage certain guests by posing questions when needed. Remember to only speak one at a time!
• As the meal comes to an end, the champion will ask a few guests to share a “take away” from the evening. This can be an item they would like to follow up on after the dinner, a new discovery or insight they were exposed to, or something they were particularly inspired or challenged by. This gives everyone an opportunity to reflect on the conversation.