Track - Investment and Finance
What's happening globally?	Disruptive Philanthropy: Empowering Individuals & Crowds Session I: Thursday, April 29, 10:00-11:00am “An innovation that is disruptive allows a whole new population of consumers access to a product or service that was historically only accessible to consumers with a lot of money or a lot of skill.” – Clayton Christensen What new structures, processes and approaches can we take to empower people & organizations with new ways of coming together for social good -- that go beyond the limited capacities of financial donations to nonprofits? This workshop will explore bold crowdsourcing innovations that free the philanthropist within each of us. presented by: John Brennan, OpenAction; Jacob Colker, The Extraordinaries; Christine Egger, Social Actions; Pamela Hawley, UniversalGiving; Kari Hayden, DonorsChoose; Dan Morrison, Citizen Effect & Ben Rattray, Change.org
What are the opportunities nationally?	The L3C: Social Enterprise's Powerful, New Capital Formation Tool Session II: Thursday, April 29, 11:30am-12:30pm The Father of the Low-profit Limited Liability Company (L3C) and the attorney who wrote several states' laws authorizing L3Cs and who represents many of them around the nation will present the practical opportunities and pitfalls of this new, hybrid business form which can leverage foundations' program-related investments to access trillions of dollars of market-driven capital for ventures with modest financial prospects, but the possibility of major social impact. They will be joined by successful L3C managers, members and funders who will share their real-world experiences. presented by: Marc J. Lane, Marc J. Lane Wealth Group & Robert M. Lang, The Mary Elizabeth & Gordon B. Mannweiler Foundation Sustainable Impact Investing Exchanges Session V: Friday, April 30, 10:30-11:30am Platforms for social stock exchanges have emerged in several countries. This session will present the Rockefeller Foundation's project as well as the GSIX and the Nexii transaction platform. Session participants will map their position in the global ecosystem of actors in social capital markets to develop information on the state of play in the field. presented by: Pradeep Jethi, Social Stock Exchange Ltd; Vince Molinari, GATE (Global Alternative Trading Engine) & Tamzin Ractliffe, NeXii Global Tools for Financing Social Enterpises Session IV: Friday, April 30, 9:00-10:00am There is an increasing array of financing mechanisms for social enterprises, including traditional loans, lines of credit, new market tax credits, program related investments and equity investment investments. Learn about all these and more in this session. presented by: Emily Bolton, Social Finance; Ted Levinson, RSF Social Finance & Gregory Schiefelbein, Opportunity Finance Network
How do I do this locally?	Recycling your Economic Model for New Growth Session I: Thursday, April 29, 10:00-11:00am Social entrepreneurs are testing ways to make money and financial instruments work for social impact. It is vital to diversify funding sources – traditional donations, earned income, loans etc. And then work them hard. We will look at the sources and how to leverage them, using brief case studies, and reveal the financial skills necessary to create social change. presented by: Andrea Coleman, Riders for Health Social Enterprise Loan Funds Expedite Private Financing Session III: Thursday, April 29, 3:00-4:00pm This workshop will explore ways to draw private investors to social enterprise. Building off the Program Related Investments model, the Social Enterprise Loan Fund (SELFund) was established at the Orange County Community Foundation (OCCF) in 2005 to provide seed capital for expanding social enterprises. It has so far helped borrowers access over 30 million dollars in capital. presented by: Betsy Densmore, Academies for Social Entrepreneurship & Andy Horowitz, Horowitz To Profit or not to Profit: Methods of Assessing Financial Profitability of SE's Session II: Thursday, April 29, 11:30am-12:30pm The session will cover how to assess profitability of embedded SE’s, different products within the same SE, how to handle social/environmental costs, internal transfers, capacity charges, and key cost accounting techniques. Too often SE’s use poor data and/or flawed systems to conduct this analysis and attempt to grow an unprofitable business or risk shutting down one that is profitable. presented by: Michael Whitehead-Bust, Foxhall Consulting Services Angels Forum Session IV: Friday, April 30, 9:00-10:00am Session V: Friday, April 30, 10:30-11:30am Six social entrepreneurs, pre-selected from among an open pool of applicants, will pitch their social enterprise and compete for First/Second place vote, with non-monetary prizes, by the Forum judges (investors). The Forum provides pitchers a chance to hear what investors really think and to offer advice on the pitch. The investor judges will listen to each pitch, provide feedback, and choose a First and Second place winner. Read the full description

Track - Models and Strategies
What's happening globally?	Innovative Models for Scaling Social Enterprise Session IV: Friday, April 30, 9:00-10:00am What does 'scale' really mean? Is it all about size, or are there other dimensions that can facilitate scaling a high performing solution? This panel will explore some of the latest thinking and examples of social enterprises scaling. presented by: Klaus Hertrampf, Lebenswelten Social Firms; Melissa Richer, The Ayllu Initiative; Alistair Wilson, School of Social Entrepreneurs & Erin Worsham, Duke University Center for the Advancement of Social Entrepreneurship Using Technology to Scale: Success Stories in Bringing Transparency to Global Value Chains Session III: Thursday, April 29, 3:00-4:00pm This session presents two case studies that exemplify how technology can be used to scale social impact projects inexpensively. The examples highlight projects using mobile technology and an interactive online tool to reform global supply chains and alleviate global poverty on a broad scale. presented by: Ella Silverman, World of Good Localizing Enterprises Internationally - How Context Matters in the Replication and International Transfer of Social Enterprises Session I: Thursday, April 29, 10:00-11:00am Though increasingly aware of different models for social enterprise around the world, people often overlook how context influences differences. This session examines social enterprise models from seven different regions and countries and identifies contextual factors influencing their design. Overall, models draw on the particular strengths of their context. This has important implications for the domestic replication and international transfer of social enterprises. presented by: K.C. Wang, Chemists Without Borders Recycling Ventures Session II: Thursday, April 29, 11:30am-12:30pm With the growing movement to reduce waste, more ways are being developed to cost effectively recycle more items. Find out how social enterprises are forging new ground in recycling products and services. presented by: Eric Lombardi, Eco-Cycle & Neil Tangri, Third World Waste Pickers Social Enterprise in Emerging Markets Session I: Thursday, April 29, 10:00-11:00am The panel will explore the challenges and opportunities of social enterprise development in emerging market countries, including examples from across Africa, Asia, Eastern Europe and Latin America. The discussion will include an exploration of the current regulatory environment for social enterprise and current trends from both the practitioner and investor perspectives. Panelists will share successful social enterprise models and case studies as well as strategies for leveraging private sector support for social enterprises in developing countries.  presented by: Lee Davis, NESsT & Marie Trexler
What are the opportunities nationally?	Think About it Early: Legal and Tax Basics for Social Enterprise Session I: Thursday, April 29, 10:00-11:00am Incorporating legal and tax considerations into the early stages of planning an earned income venture are critical to lasting success. Learn the fundamental issues and key questions to ask early in your planning. Topics will include maintaining tax-exempt status, unrelated business taxable income, legal structures, and using subsidiaries and L3Cs. We will also touch on more advanced issues, such as alternative subsidiary structures and joint ventures with for-profit partners. presented by: Sarah Duniway & Jennifer Reedstrom Bishop, Gray Plant Mooty The B Corp Framework for Measuring Impact & Maintaining Mission Session III: Thursday, April 29, 3:00-4:00pm What options are available to social enterprises who want to maintain mission even as they scale, raise capital, and plan succession? How can a social enterprise legally balance social impact and financial sustainability? How do you track your impact across all stakeholders, and what tools are available to help improve it? Join leading experts and entrepreneurs to learn about a new legal framework that enables social enterprise to maintain mission as well as a new ratings system to help them track and improve their social and environmental performance. presented by: Katherine Fulton, Monitor Institute; Xavier Helgesen, Better World Books; Deborah Hirsh, B Lab & Jonathan Storpor, Hanson Bridgett Social Enterprises in the Middle East & North Africa Session V: Friday, April 30, 10:30-11:30am The Middle East & Northern Africa represents a diverse group of cultures with various customs and economic circumstances. Find out about emerging social enterprises in this region designed to address particular socio-economic needs within the constraints of these contexts. presented by:Abbass Abbass, Al-Manarah; Ehaab Abdou, Nahdet el Mahrousa & Nir Tsuk, Ashoka: Innovators for the Public Social Enterprises in Africa Session IV: Friday, April 30, 9:00-10:00am Economies in Africa have unique challenges and opportunities that are giving rise to their own kind of social enterprise. Learn about some examples in this session and the tremendous potential for bottom of the pyramid ventures. presented by: Cecilia Appianim, Kuapa Kokoo; Saul Garlick, Think Impact; Erin Gorman, Divine Chocolate USA & Susan Steinman, Work Trauma Youth-based Ventures from Around the World Session V: Friday, April 30, 10:30-11:30am As the population of disadvantaged youth around the world expands, more social enterprises are emerging to give these young people a lift up through enterprise. Learn about youth-based ventures from several countries. presented by: Steve Cordes, Youth Opportunities Unlimited; Jim Mullan, Kibble Education and Care Centre; Tess Reynolds, New Door Ventures & Houghton Wan, BlueOcean
How do I do this locally?	Build a Venture in 60 Minutes: Strategies for Proof of Concept, Networking, and Early Funding Session III: Thursday, April 29, 3:00-4:00pm Whether you are a social entrepreneur, an investor, established professional, or someone still figuring out how to get involved, you can play a crucial role in building a social enterprise. This fast-paced, interactive workshop will bring all of the pieces together and leave participants with actionable next steps for better engagements with social ventures that need to scale. presented by: Mike Del Ponte, Sparkseed & Jerry Hildebrand, University of the Pacific Global Center for Social Entrepreneurship Where to Begin: The Use of Collaboration in Social Enterprise, Tools for Complex Environments Session V: Friday, April 30, 10:30-11:30am Collaboration is a much discussed objective in most policy and program goals. Implementation, however, can be illusive, 'when for profit' and 'not for profit' strategies/stakeholders work together. This session is designed to help social enterprise projects navigate the complex stakeholder networks of social enterprise activity. Using three case studies: establishing a multi-tenant program, developing back office support and building a leadership team, the workshop will develop a social enterprise definition of collaboration and examine both planning, technical and leadership collaboration tools. presented by: Ken Edwards & Neville Twine, New Path Seven Strategic Blunders: Why Social Enterprises Fail and Entrepreneurial Nonprofits Stumble Session V: Friday, April 30, 10:30-11:30am Jerr Boschee will review seven strategic mistakes commonly committed by startup social enterprises and by entrepreneurial nonprofits (and describe techniques to avoid them): The wrong management team; the wrong strategic framework (driving forces, vision, mission, core values, long-term goals); the wrong target markets; the wrong marketing mix; the wrong stakeholder relationships; the wrong financial assumptions; and the wrong organizational culture. presented by: Jerr Boschee, The Institute for Social Entrepreneurs/Social Enterprise Alliance Growing Your Social Enterprise: Business Planning Session II: Thursday, April 29, 11:30am-12:30pm Both emerging and seasoned social enterprisers can gain insights from how existing ventures do business planning. While the typical perspective is that business planning is something to be done BEFORE starting a venture, in practice most social enterprises do some kind of ongoing business planning, to update their business plan, to evaluate new products, services and strategies, or to start a new venture. This workshop will provide case studies presented by executives of two long-term, successful social enterprises – Greyston Bakery and the Women’s Bean Project – on how their approach to business planning has helped them plan and grow their social enterprises. presented by: Rolfe Larson, Rolfe Larson Associates; Tamra Ryan, Women's Bean Project & Matthew Shelley, Greyston Bakery The DC Central Kitchen Growers Consortium - A New Way to Fish Session III: Thursday, April 29, 3:00-4:00pm What began two years ago as a simple program to cut food costs, has exploded into a multi-layered social enterprise that is having positive effects not only for the organization, but for the community, local growers/farmers and several for profit businesses. Perhaps most exciting is that this program can be replicated in any community and scaled to match current capabilities. presented by: Michael Curtin & Brian MacNair, DC Central Kitchen Screening and Selection for Strategic Success Session I: Thursday, April 29, 10:00-11:00am Despite the fact that often an excessive amount of potential ideas are brainstormed for new earned income ventures, often it’s just one or two that really are worth considering. This interactive workshop will demonstrate the process of how an organization finds the strongest and most promising idea for its future sustainability through earned income. presented by: John Baker & Chad Martin, Aperio Green Business, Worker Co-ops, Anchor Institutions, and Social Enterprise: the Cleveland Experience Session II: Thursday, April 29, 11:30am-12:30pm Since 2007, The Democracy Collaborative has worked with the Cleveland Foundation to develop worker co-ops in low-income neighborhoods. The strategy employed involves working with area hospitals and universities to design businesses that meet their sustainability goals. The first social enterprise opened in 2009. Discussion will center on lessons learned and how this model might be applied in other cities. presented by: Steve Dubb, The Democracy Collaborative Design and Test Your Business Model Before You Plan Your Business Session IV: Friday, April 30, 9:00-10:00am This workshop will focus on practical ways to test your business model. Many sources of information are available to help social entrepreneurs develop a business plan. Yet new businesses fail in spite of planning when the underlying business model is unsound. This session will present a systematic approach to devising a business model that increases the likelihood of attaining sustainability. presented by: Tracey Foreman, Partners for Good & Jean H. Robinson, JHR Resources

Track - Policy and Advocacy

What are the opportunities nationally?

Creating an Enabling Policy Framework for Social Enterprise Session III: Thursday, April 29, 3:00-4:00pm The development of a National Policy Framework for non-profit social enterprise in Canada is a goal of the Social Enterprise Council of Canada (SECC). Members of the Council will discuss the process and experience of facilitating the national conversation, collaboration, and consensus on the “pillars” for creasing a supportive environment for social enterprise, which can be replicated in other countries. SECC’s vision is for a sustainable and inclusive economy. presented by: Members of the Social Enterprise Council of Canada: Ethel Côté, Canadian Centre for Community Renewal; Anne Jamieson, Toronto Enterprise Fund; David LePage, Enterprising Non-profits Program & Sonia Pouyat, kidsLINK/NDSA Assessing Impact for Investing Public Funds in Social Enterprise Session IV: Friday, April 30, 9:00-10:00am Social enterprise is receiving increasing attention from government as a solution to our most pressing social problems. This session will discuss the latest thinking for how government entities can assess social impact for making investments in social enterprise. presented by: Marcus Weiss, Economic Development Assistance Consortium & Jessica Wilson, Carnegie Mellon University; additional speakers to be determined Can You Hear Me Now? Influencing Policymakers to Hear Your Call for Increased Support Session II: Thursday, April 29, 11:30am-12:30pm The social enterprise movement needs political support to accelerate the growth of the field, but why are so few policymakers listening? Hear from a former lobbyist and a successful social enterprise advocate about the secret to influencing policymakers and crafting your messages. Using best practices based on research by Dr. Robert Cialdini and real world work experience, the speakers will cover six "principles of advocacy" and engage participants with an interactive pre-test and post-test. presented by: Wendy K. Baumann, Wisconsin Women's Business Initiative Corporation & Suzanne Smith, Social Impact Architects Discussion: State and Local Government Efforts to Support Social Enterprise & Social Innovation Session V: Friday, April 30, 10:30-11:30am In recent years, we have witnessed a growing national trend toward the establishment of offices of social entrepreneurship, social innovation, strategic partnerships, and other such purposes. This session will feature the leadership of several government and quasi-government offices at the city and state levels in a dialogue about their efforts to foster a more supportive environment for spreading social impact. Our conversation will compare various models and provide insight into the specific strategies employed to launch and maintain these efforts. presented by: Colleen Ebinger, Root Cause (moderator), other panelists coming soon Purposeful Purchasing: New Market Opportunities for Social Enterprise Through Procurement Session I: Thursday, April 29, 10:00-11:00am Sustainable purchasing is an evolving theme and growing practice within the procurement policies and purchasing practices of individuals, non-profits, corporations and government. The growing inclusion of social factors within sustainable purchasing is creating the opportunity for social enterprise market growth. Purchasers have to know what social enterprises provide, social enterprises need to know how to approach purchasers, and purchasers need to know how to include social enterprise in their existing purchasing supply chain. presented by: Gerry Higgins, CEiS; David LePage, Enterprising Non-profits Program & Joanne McNeill, Parramatta City Council, Australia

Track - Leadership Development and Education
What's happening globally?	What's Hot & Why You Should Care: An Ignite-style Overview of Hot Trends Impacting Your Social Enterprise Session II: Thursday, April 29, 11:30am-12:30pm Confused or overwhelmed by "hot trends" like Twitter, shared services, Facebook, BCorp, L3C, insideGood, LinkedIn and others? Using an Ignite* approach, we'll check out what's new and discuss whether and how these new trends matter for your social enterprise! (*this is one of the hottest trends!) presented by: Caryn Capriccioso & Rick Zwetsch, interSector Partners, L3C Social Enterprise and Corporate Partnerships Session V: Friday, April 30, 10:30-11:30am Although not well known, there are a growing number of successful partnerships between corporations and social enterprises. Learn about some of these notable examples and the untapped opportunities for more such partnerships. presented by: David Adair, Price Waterhouse Coopers; Shahida Saleem, Sehat First & Alistair Wilson, School for Social Entrepreneurs Developing a Career in Social Enterprise Session V: Friday, April 30, 10:30-11:30am Social enterprise is on track to become a recognized profession, with a growing number of higher education programs and an expanding number of jobs. This session will discuss how this profession is shaping up, where are the opportunities, what are the barriers, and what it takes to be prepared to plan a career in the field. presented by: Alexandra Kent, Civic Ventures; Rich Leimsider, The Aspen Institute & Alistair Wilson, School of Social Entrepreneurs
How do I do this locally?	Entrepreneurial Thinking: It's an Organizational Cultural Thing Session III: Thursday, April 29, 3:00-4:00pm Building an organizational culture of entrepreneurial thinking is unfamiliar ground for many nonprofits. Learn how one agency reshaped an antiquated way of life into a bounty of creativity and increased revenues. This session, designed for small-medium size organizations (under $3 million), will showcase one practioner’s journey in “entrepreneurializing” their team and using Good to Great principles to accelerate growth. Usable tools & ideas you can use tomorrow will be shared. presented by: Wendy K. Baumann & Julann Jatczak, Wisconsin Women's Business Initiative Corporation Good Board Governance - an Aspect of Risk Management Session II: Thursday, April 29, 11:30am-12:30pm Non-profit organizations typically operate under the oversight of volunteer boards of directors. Successful social enterprises have accessed capital, are entrepreneurial, and capture market share, while remaining committed to their mission. However, these enterprises too often overlook board governance as a key success factor. Two case studies will demonstrate how board governance can put an enterprise at serious risk or position it for success. presented by: Gordon Floyd, Children's Mental Health Ontario & Sonia Pouyat, kidsLINK/NDSA "Coming Up For Air" How to Work Smarter, Not Harder, to Advance Your Organization Session IV: Friday, April 30, 9:00-10:00am Are you constantly in a race against the clock? Too much to do, not enough time? In this session you will learn tips for escaping the “Ready, Fire, Aim” cycle; guidance on separating the minutiae from the mission; tools for evaluating challenges, opportunities and priorities; and case discussions where working smarter made the difference. presented by: Catherine Markman, Deloitte & Touche Transforming Dreams into Action: Young Social Entrepreneurs Session I: Thursday, April 29, 10:00-11:00am In this session, 5 young social entrepreneurs will discuss their experiences launching their own ventures. Moderated by Amy Wilson (the local director of Youth Venture) and Jessica Davies (CEO of D+J), this panel will explore the process of transforming dreams into action. In particular, panelists will detail the challenges they encountered, the sources/types/and kinds of support that helped them, and the passion that carried them through the process. presented by: Amy Wilson, Ashoka: Innovators for the Public

Track - Communications and Storytelling
What are the opportunities nationally?	Kitchens With Mission - How to Document and Share a Successful Social Enterprise Model Session IV: Friday, April 30, 9:00-10:00am “Kitchens With Mission” - a network of foodservice operators providing hands-on training for individuals facing barriers to employment. Established programs collaborate on best practices, corporate sponsorship and measuring national impact; while emerging kitchens follow a prescribed path to success and benefit from shared lessons learned. Learn more about this exciting new network, our five-year goals and immediate relevance. presented by: David Carleton & Dan Escobar, FareStart/Kitchens with Mission; Gregg Johnson, FareStart Board Member/NPower; Janet Gorence Davas, Liberty’s Kitchen Stories from Australian Social Enterprises: Key Learnings from the Journeys of Practitioners Session IV: Friday, April 30, 9:00-10:00am This session will draw on a documenting Stories of Australian Social Enterprise project being undertaken by The Centre for Social Impact at the University of NSW and Parramatta City Council. Stories of social enterprise and social entrepreneurship activity are largely undocumented in Australia. Over the past 10-15 years a number of overseas publications on these topics and Australians returning from working in the field overseas have provided a catalyst for developing the sphere of activity. The project aims to contribute to addressing the gap in local material. Around 35 practitioners are being interviewed in detail about their social enterprise journeys and the key learnings will be presented thematically. At the time of the conference the project will be approximately three-quarters complete with key learnings identified. presented by: Joanne McNeill, Parramatta City Council, AU Income & Outcomes: Innovative Data Management, Metrics and Models for SE's Session II: Thursday, April 29, 11:30am-12:30pm A whole new generation of social impact measurement and investment management tools are emerging. This session will offer a snapshot of some of the latest thinking and tools. Included in the discussion will be how funders expect to measure social enterprises moving forward, and how social enterprises can increase efficiencies by combining social impact data with operations tracking. presented by: Lucy Bernholz, Blueprint Research & Design; Laura Efurd, ZeroDivide & Sara Olsen, SVT Group
How do I do this locally?	Happily Ever After: The Art of Cause Storytelling Session III: Thursday, April 29, 3:00-4:00pm Every day, people are bombarded by 3,000 media and marketing messages. For nonprofits to compete, they must leverage their greatest asset – the power of storytelling. Whether it is a polar bear illustrating the importance of saving the environment or people sharing their lives on Youtube.com, everybody responds to a story. This workshop will share best practices on how you can get your story heard. presented by: Sean Stannard-Stockton, Tactical Philanthropy Advisors & Suzanne Smith, Social Impact Architects Building Buzz for Your Social Enterprise: Low-Cost, High-Impact Marketing Session I: Thursday, April 29, 10:00-11:00am Visibility. Word of mouth. Viral marketing. How do you get other people to spread the word about your enterprise? There's a lot more to building word of mouth than issuing a press release or running an ad. Learn how to combine low-cost networking, publicity, writing, speaking, events, and social media to capture the elusive but powerful impact of "buzz." presented by: C.J. Hayden, Wings for Business Track and Express your Success Using Leading Edge Technology Tools Session V: Friday, April 30, 10:30-11:30am Do you dare to: understand your Social Enterprise Value better, engage your Board and others around the issues that matter, focus your information gathering needs, and communicate your value using leading edge technology tools? This session explores tools to determine what is important for your organization ‘to know and show’ and effective ways to streamline monitoring and reporting, using a real world Social Enterprise case study. The session also demonstrates leading edge technology for our Web 2.0 world. presented by: Elizabeth Lougheed, Potluck Cafe Society & Bryn Sadownik, VanCity Community Foundation Measuring Social Return on Investment: a Case Study on Using this Tool Session III: Thursday, April 29, 3:00-4:00pm Practitioners seeking to generate social impact require tools to measure, manage, and communicate their program performance. Nemours is finishing its second year of implementing a customized Social Return on Investment (SROI) Toolkit, and would like to share its experience and lessons learned from measuring SROI across programs in the organization and with partner NGOs via a hands-on learning workshop. presented by: Allison Gertel-Rosenberg, Nemours Health and Prevention Services; Sara Olsen, SVT Group & Drew Tulchin, Social Enterprise Associates