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2019 Annual Conference

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2019 Annual Conference

Annual Conference

October 17 - 19, 2019

The Broadmoor
Colorado Springs, CO

Philanthropy Southwest’s Annual Conference consistently draws several hundred trustees and staff attendees from grantmaking organizations of all types and sizes. Registration is open to trustees and staff of grantmaking organizations and provides the opportunity to connect with fellow philanthropists located or making investments in the Southwestern United States. Conference participants report that they are energized by the sessions they attend, inspired to collaborate, and motivated to find opportunities for change within their communities.

The Broadmoor
1 Lake Ave
Colorado Springs, CO 80906

Thank you to everyone who has already registered for this year’s Annual Conference! We experienced a much higher volume of response than last year, so now is the time to claim your spot and register before we sell out. The Broadmoor is still available for $215/night on Thursday, October 17. Reserve here.

However, due to popular demand, The Broadmoor is currently booked for Wednesday night, October 16 and Friday, October 18. Not to worry because we have rooms available at the beautiful Hotel Eleganté, just minutes away from The Broadmoor at the special rate of $139/night (not including applicable taxes and fees). Please reserve your room here.

Agenda

Wednesday, October 16

9:00 am - 5:00 pm
PSW Committee and Board Meetings
Details

Location: Colorado Hall

  • Annual Conference Committee: 9:00 AM - 10:30 AM
  • Governance & Nominating: 9:00 AM - 10:30 AM
  • Audit & Finance: 10:30 AM - 11:30 AM
  • Communications: 10:30 AM - 11:30 AM
  • Membership: 10:30 AM - 11:30 AM
  • Complimentary Buffet Lunch: 11:30 AM - 1:00 PM
  • Professional Learning: 12:00 PM - 1:00 PM
  • Public Policy: 12:00 PM - 1:00 PM
  • Board: 1:30 PM - 3:30 PM
  • Transfer to Olympic Museum Site Visit: 3:45 PM - 4:00 PM

2:30 pm - 4:30 pm
Site Visit

Join us for an EXCLUSIVE hard hat visit to the brand new, never-before-seen U.S. Olympic Museum, a new cultural facility recognized by the International Olympic Committee, that celebrates American Olympic and Paralympic athletes. See it before the Athletes!

Details

Location: Depart/return from the South Building. Transportation included.

5:00 pm - 5:30 pm
Newcomers' Reception
Details

Location: Penrose House, Salon

5:30 pm - 7:30 pm
Opening Reception
Details

Location: Penrose House Parlor Area and Courtyard

 

Thursday, October 17

8:30 am - 10:00 am
Breakfast Plenary

Welcoming Remarks from Plenary Speaker, Rich Harwood, President & Founder, The Harwood Institute, Author, Speaker, Innovator

Details

Location: International Center, North & Center

10:15 am - 11:45 am
90-minute Philanthropy Innovation Sessions:
Details
  • Capacity Building to Catalyze Community Change (Community Foundations Track) 
  • Impact Investing 101 (Governance/Finance Track) 
  • Linking Money to Mission: An Introduction to Nonprofit Finance (Governance/Finance Track) 
  • Double Your Impact - Recycling Waste and Job Creation (Grantmaking Track)
  • Responding to Emergent Issues: Balancing Timeliness, Responsibility & Diligence (Grantmaking Track) 
  • Turning Outward for Rural Community Advancement (Grantmaking Track) 

Location: Various

12:00 pm - 1:30 pm
Lunch and Early Education Plenary with Keynote Speaker Wes Moore

Wes Moore, Chief Executive Officer, Robin Hood, Army Combat Veteran, Social Entrepreneur, and a bestselling Author

Details

Location: International Center, North & Center

1:45 pm - 2:45 pm
60-minute Philanthropy Innovation Sessions:
Details
  • Washington Update and Legal Issues for Community Foundations (Community Foundations Track) 75 min session
  • Patient Capital - Driving Portfolio Resilience - (Governance/Finance Track) 75 min session
  • Changing the Narrative: Using an Evidence-based Approach to Talk about Aging (Grantmaking Track) 
  • Mental Health Supports in School Settings (Grantmaking Track)
  • The Border Wall: Eminent Domain, Immigration and Ecology (Grantmaking Track) 
  • 2020 Census: Counting the Emerging Southwest (Trending Track) 

Location: Various

2:45 pm - 3:15 pm
Break
Details

Location: Various

3:15 pm - 4:45 pm
90-minute Foundation Trustee and Staff Essentials Breakout Sessions
Details

Location: Various

Conversations Around Trustee Governance, Roles and Strategic Leadership

Foundation Staff Essentials: The Profound Basics of Your Work

5:00 pm - 6:00 pm
Small Receptions
Details

Small Reception Options:

  • Child Well-being
  • Community Foundations
  • Texas Environmental Grantmakers Group
  • Healthcare Funders
  • Rural Funders

Location: Various

6:30 pm
Dinner on Your Own
Details

Location: Various

8:00 pm - 9:40 pm
"The River and the Wall" Documentary Film
Details

Location: Broadmoor Theater

A documentary film premiere, with support from the Texas Environmental Grantmakers Group (TEGG), "The River and the Wall" follows five friends on an immersive adventure through the unknown wilds of the Texas borderlands as they travel 1200 miles from El Paso to the Gulf of Mexico on horses, mountain bikes, and canoes. Conservation filmmaker Ben Masters realizes the urgency of documenting the last remaining wilderness in Texas as the threat of new border wall construction looms ahead. Masters recruits NatGeo Explorer Filipe DeAndrade, ornithologist Heather Mackey, river guide Austin Alvarado, and conservationist Jay Kleberg to join him on the two-and-a-half-month journey down 1,200 miles of the U.S.-Mexico border. They set out to document the borderlands and explore the potential impacts of a wall on the natural environment, but as the wilderness gives way to the more populated and heavily trafficked Lower Rio Grande Valley, they come face-to-face with the human side of the immigration debate and enter uncharted emotional waters.

 

Friday, October 18

7:30 am - 8:30 am
Optional Outdoor Activity
Details

Location: Yoga (Jones Room, Broadmoor Golf Club) or 5K Run with the PSW CEO & Board President (start at Broadmoor Golf Club)

7:30 am - 8:30 am
Successful Parents: Activating the “Secret Sauce” in Children’s Health, Education and Development (sponsored by JF Maddox Foundation)
Details

Parents are the “secret sauce,” as their children’s first teacher, best advocate and most important role-model.  Reaching parents of young children can be challenging, especially for low-income families juggling many responsibilities and those in rural communities where long distances and limited transportation raise the ante.  Investing in strategies that build parents’ capacity pays off in their children’s health, education and development.  This interactive session will explore how communities involved in the Campaign for Grade Level Reading (GLR) are doing so. GLR communities support traditional home visiting and early education programs, work with partners like housing providers, health centers and local businesses, leverage technology and work in nontraditional sites like laundromats and barbershops. 

Learning Objectives:

  • Discuss with local funders what’s working and what’s challenging in building parents’ capacity to help their children succeed.
  • Hear innovative solutions that work in rural communities, including those that exploit natural settings like laundromats and barbershops.
  • Participate in a roundtable conversation and learning exchange about this important work.

Speaker:  Ralph Smith, Managing Director of the Campaign for Grade Level Reading, Washington DC

***To attend, RSVP to Rachel by September 11, 2019.

Location: International Center

7:30 am - 9:00 am
Breakfast
Details

Location: International Center, North & Center

9:00 am - 10:00 am
Women's Initiatives Panel Plenary
Details
  • Lauren Y. Casteel, President & CEO of The Women's Foundation of Colorado
  • Rosie Rios, former Treasurer of the United States and Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University
  • Dena Jackson, PhD, COO for Texas Women's Foundation

Location: International Center, North & Center

10:15 am - 11:45 am
90-minute Philanthropy Innovation Sessions:
Details
  • Moving from Connecting to Engaging: Addressing Emerging Community Needs While Increasing the Impact of Donor Relationships (Community Foundations Track)
  • Financial Fraud: Things That Keep You Awake at Night (Governance/Finance Track)
  • Building Strong and Inclusive Communities (GCIR) (Grantmaking Track)
  • Improving Child Well-Being with Cross-Sector Collaboration (Grantmaking Track)
  • Implementing Impact Investing (Philanthropy Practice Track)
  • Advancing Nonprofit Leadership: From Success to Significance (Trending Track)

Location: Various

12:00 pm - 1:30 pm
Lunch and Annual Meeting

Plenary Speaker: Ralph Smith, Managing Director, The Campaign for Grade-Level Reading

Details

Location: International Center, North & Center

1:45 pm - 2:45 pm
60-minute Philanthropy Innovation Sessions:
Details
  • Applied Learning from the Hurricane Harvey Relief Fund: Governance, Data and Equity (Community Foundations Track)
  • Building a Culture of Learning for Boards and Trustees (Governance/Finance Track)
  • Foundations as Conveners: Advancing Your Mission with Nonprofit Coalition Building (Governance/Finance Track)
  • Big Impact for Small Towns through Regional Collaboration (Grantmaking Track)
  • Making Moves: DEI, Immigrants and Refugees, and Your Philanthropy (Grantmaking Track)
  • Better Together - Funder Collaboratives (Trending Track)

Location: Various

2:45 pm - 3:15 pm
Break
Details

Location: Various

3:15 pm - 4:15 pm
60-minute Philanthropy Innovation Sessions:
Details
  • Community Foundations: The "Go-To" for Planned Gifts (Community Foundations Track)
  • Building a Collaborative Network that Solves Social Determinants of Health (Grantmaking Track)
  • Understanding and Preventing Hate Crimes (Grantmaking Track)
  • Grantmaking Through an Equity Lens (Philanthropy Practice Track)
  • Why Would a Foundation Want to Partner with a School District? (Grantmaking Track)
  • Blockchain and Philanthropy (Trending)

Location: Various

6:00 pm - 8:30 pm
All Conference Reception

This year's All Conference Reception will be held in the Ent Center for the Arts, a 92,000 square-foot performing and visual arts complex on the University of Colorado Colorado Springs campus. It is designed to provide a multi-dimensional, multi-venue artistic hub for the campus and community. Enjoy the art on display as well as a local bluegrass band throughout the reception.

Details

Location: Ent Center for the Arts, 5225 N Nevada Ave, Colorado Springs, CO 80918

Saturday, October 19

8:00 am - 9:00 am
Closing Plenary

Plenary Speaker: Randy Cohen, Vice President of Research and Policy, Americans for the Arts 

Details

Location: International Center, North & Center

9:15 am - 10:00 am
Annual Conference Committee Meeting: Debrief for Joint 2019/2020 Annual Conference Committees
Details

Location: International Center, North & Center

Meeting for 2019 and 2020 Annual Conference Committee Members

2019 Annual Conference

When: 
Thursday, October 17, 2019 (All day) to Saturday, October 19, 2019 (All day)
Where: 
The Broadmoor, Colorado Springs, CO
The Broadmoor, Colorado Springs, CO
Members: 
$895.00
Non-Members: 
$1,195.00
Add to Calendar

To begin your registration, select "Register Now" above then click on Cart(1) in the top right-hand corner to Checkout. You will then be prompted to select the optional events and meals you wish to attend.

Philanthropy Southwest’s Annual Conference consistently draws several hundred trustees and staff attendees from grantmaking organizations of all types and sizes. Registration is open to trustees and staff of grantmaking organizations and provides the opportunity to connect with fellow philanthropists located or making investments in the Southwestern United States. Conference participants report that they are energized by the sessions they attend, inspired to collaborate, and motivated to find opportunities for change within their communities. 

Early Registration by July 31
Members: $795
Nonmembers: $1,095

Regular Registration after July 31
Members: $895
Nonmembers: $1,195

What's Included in Your Registration Fee?

  • For full-conference registrants, all but the continuing education fee for those seeking CPE, CLE or CFP credit.

Who is Eligible to Attend?

  • Trustees and staff of grantmaking organizations
  • Community foundation fund donors
  • Individual donors
  • Representatives of corporate giving programs

Spouses and Guests

The spouse/guest registration fee includes full conference participation and all meals and breaks provided during the conference. Only spouses and guests NOT affiliated or employed by a foundation are eligible for the Spouse/Guest rate.

Cancellation Process

For cancellations received in writing on or before September 13, 2019, refunds will be issued minus a $75 processing fee. NO REFUNDS WILL BE ISSUED AFTER SEPTEMBER 13. Substitutions from the same organization are always accepted with no change fee.

Conference No Solicitation Policy

The conference is not intended to be an opportunity for solicitation of any kind, including solicitation for business, fund management, or grants.

Registration FAQs

Step #1: Login
To register you will need an account on our website. If you already have an account, login with your email address and password. Aren't sure if you have an account? Enter your email address here to reset your password. If your email address isn't found, create an account. Please note that new accounts are not automatically approved and need to be activated by a PSW staff member. You may need to wait up to 24 hours for your account to be activated and you will receive an email once you have been approved.

Step #2: Register
From the Annual Conference Events Page, make your selection from the available registration options and click the "Register Now" button. You will not see the options or "Register Now" button unless you are logged in. Go to your cart in the top left corner of the screen and make any adjustments to the quantities if you are registering more than one person. Click the "Checkout" button.

Step #3: Checkout
On the checkout page, indicate who each registration is for and fill out any additional information requested. On the checkout page you will be able to select any optional events or meals. If you are looking to register someone else from your organization but don't see them listed, please contact Adrienne Clay (214-740-1787).

Registering Others at Your Organization?
Follow the steps above to create a login for yourself if you haven't already. Once logged in, select the appropriate option from the list and make any adjustments to the quantities in your cart if you are registering more than one person from your organization. On the checkout page, you'll be able to assign each registration option to another contact associated with your organization in our system. If you don't see them listed, please contact Adrienne Clay for further assistance by including the names, titles, and email addresses of those you'd like to register.

Event type: 

Presenting Sponsor

Diamond Sponsor

Platinum Sponsor

Gold Sponsor

Silver Sponsors

Bronze Sponsors

Partner Sponsors

Interested in becoming a sponsor or learning more about sponsorship opportunities? Contact Lauren Haskins.

Hotel Information

The Broadmoor
1 Lake Ave,
Colorado Springs, CO 80906
www.broadmoor.com

Thank you to everyone who has already registered for this year’s Annual Conference! We experienced a much higher volume of responses than last year, so now is the time to claim your spot and register before we sell out. The Broadmoor is still available for $215/night on Thursday, October 17. Reserve here.

However, due to popular demand, The Broadmoor is currently booked for Wednesday night, October 16 and Friday, October 18. Not to worry because we have rooms available at the beautiful Hotel Eleganté, just minutes away from The Broadmoor at the special rate of $139/night (not including applicable taxes and fees). Please reserve your room here.

2019 Annual Conference Committee

Adrian Cook, Chair
The Rees-Jones Foundation
 
Abel Wurmnest, Vice Chair
Anschutz Family Foundation
 
Margaret Black
Lyda Hill Philanthropies
 
Jo Z. Carcedo
Episcopal Health Foundation
 
Matt Carpenter
El Pomar Foundation
 
Austin Dickson  

Community Foundation of the Texas Hill Country

Karin Gerstenhaber
Tocker Foundation 

Natalie Kelinske
Waco Foundation

Amy Latham
The Colorado Health Foundation

Julie Lerudis
Boettcher Foundation

Michael Martinez
Casey Family Programs

Katie Robbins
Hoblitzelle Foundation

Gary Steuer
Bonfils-Stanton Foundation

Shelley Sweatt
The Priddy Foundation

Lisa Trahan
St. David's Foundation