Day 2 Agenda
9:00am - 10:00am | Networking Breakfast
10:00am - 12:00Pm | Breakout Sessions
12:00pm - 1:30pm | Networking Lunch
1:30pm - 3:00pm | Breakout Sessions
3:00pm - 4:00pm | Closing Keynote Panel
4:00pm - 5:00pm | Wrap Party
5:00pm - 8:00pm | Darcie Kent Estate Winery - Winery of the Week (no-host)
Session Line-Up
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Successful businesses serving the nonprofit sector have to harness the power of the complex ecosystem they operate in to overcome the biggest challenges of having nonprofits as customers. Hear lessons learned from two case studies on ecosystem-led growth at two early-stage, social impact start ups led by Social Entrepreneur, Mitch Stein. This will be a raw, inside look at the founder journey for both a "failed" business in the recent past and the current happenings within a high-growth business, highlighting the key learnings relevant to anyone serving the nonprofit sector and their vendors.
Pond, Mitch's first startup, was an innovative digital marketplace between nonprofits and the numerous types of vendors specific to nonprofit work. While the company saw success in engaging a robust community, scaling the business model proved unattainable. Chariot, where Mitch is now the Head of Strategy and one of their first employees, is also engaging a complex ecosystem, but seeing success by better aligning to core, repeatable needs for each stakeholder.
Mitch will review why the ecosystem around nonprofits is so critical, where Pond fell short and how he's implementing those learnings in his role today. This session will shed light on the realities of entrepreneurial work in our sector and hold space for tough conversations about failure and where to go next after it happens.
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When serving the Impact Economy, it’s easy to make the mistake of killing your client relationship with intended kindness. But as any good therapist will tell you, setting and maintaining boundaries is the key to any healthy relationship. How can you set clear, appropriate, enforceable (yet adaptable) boundaries in the sales process, maintain them during delivery, while absolutely delighting your clients and helping advance their missions? This presentation will share best practices across the client lifecycle.
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Building a technology application and/or service business is hard work, and requires understanding and prioritizing where you believe opportunity can be found. Many large data platform ecosystems promise business partners tiered accomplishments and access, and can sometimes come at the cost of being deeply invested in these platforms’ technologies or sales processes. However, businesses need agility, and the capability to prioritize their own staff’s needs. How have businesses successfully navigated multiple platform ecosystems, and what are their takeaways for diversification towards opportunity? Learn from ecosystem veterans the promise and possibilities of this journey.
Tracy Kronzak, Three Little Birds Agency, Moderator
Kyle Haines, Build Consulting
Ryan Ozimek, PICnet Soapbox Engage
Jamie Mueller, Fundraise Up
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Dive into a session exploring the evolving world of ESG reporting, where we'll delve into its increasing impact on the business strategy and discover the technological innovations and regulatory changes that are shaping the landscape. This session will provide attendees with a comprehensive overview and an insightful forecast into the practices, challenges, and innovations that are shaping the field of Environmental, Social, and Governance (ESG) reporting.
As the Director of the Sensiba Center for Sustainability, Jennifer specializes in holistic sustainable business transformations and authentic impact reporting. She also is hosts the Rebooting Capitalism podcast. Jennifer has been recognized by the San Francisco Business Times as one of the Most Influential Women in Business and Accounting Today as one of the Top 100 Most Influential People in Accounting.
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Find a table topic and engage with your fellow attendees.
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In a world where Millennials and Gen Z prioritize contentment over salary, the question arises: Is this shift sustainable for businesses? Join us in exploring the transformative journey of a Small But Mighty consulting firm, Data Geeks Lab, as they boldly step away from the archaic ""Work to Live"" model.
Discover how Data Geeks Lab has redefined success by prioritizing employee well-being, happiness, and a sense of fulfillment without compromising business sustainability. This session delves into the strategies and practices that have allowed them to create a work culture where experienced consultants come to heal, and emerging consultants learn that there's a different way to consult—one where you can have it all.
Key Insights:
Beyond the Bottom Line: Explore how prioritizing contentment over salary can lead to increased productivity, employee retention, and overall business success.
A Different Way to Consult: Uncover the secrets of creating a workplace where passion for work coexists harmoniously with flexible schedules, reduced work weeks, and generous PTO.
Healing the Experienced, Nurturing the Emerging: Learn how Data Geeks Lab has become a hub for experienced consultants seeking rejuvenation and emerging talents discovering a fulfilling and balanced approach to consulting.
Practical Strategies for Transformation: Gain actionable insights into implementing sustainable changes in work culture, fostering a supportive environment, and aligning organizational values with the desires of the modern workforce.
Join us for an inspiring session that challenges the status quo, proving that a Small But Mighty consulting firm can pioneer a paradigm shift towards a more sustainable and fulfilling approach to work. It's time to explore a different way to consult—one where success is measured not only in profit margins but also in the contentment and growth of your team."
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It seems almost cliche. Many product companies in our sector get funding, quickly build teams, and sell. I've been the CEO and co-founder of Soapbox Engage for 23 years, and I've learned a lot along the way when it comes to bootstrapping. Join me as I walk you through our journey, and the secrets to why we've decided to stay self-invested.
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In the closing panel of the Impact Partner Summit, join us for an illuminating discussion on "Public and Private Partnerships to Advance Societal Good," featuring an esteemed panel of leaders from the academic, nonprofit, and private sectors. This session will delve into the complexities and transformative potential of partnerships between public entities and private organizations.
Despite often rigid governmental structures and disparate operational systems, successful collaborations can yield substantial societal benefits, transcending the limitations of individual entities. This discussion will explore effective strategies for data sharing and integration, crucial for driving impactful outcomes and securing sustained funding. Panelists will share insights on navigating the intricacies of public funding and compliance, leveraging personal narratives alongside data to fulfill reporting requirements and captivate stakeholders.
Discussion Highlights:
Effective Data Sharing: How to bridge the informational divides between different organizational systems to enhance transparency and outcome tracking.
Navigating Public Structures: Understanding the nuances of public funding, compliance, and the diverse needs of governmental bodies to optimize tech and organizational developments.
Cultivating Impactful Narratives: Balancing quantitative data with compelling storytelling to fulfill reporting requirements and engage key stakeholders effectively.
Ethical and Transparent Collaborations: Building partnerships based on mutual respect and shared goals, ensuring ethical practices and transparent operations.
Strategic Resource Pooling: How pooling knowledge and funding can serve the community more holistically, leading to sustained impacts.
Why Attend?
This session is essential for business leaders to enhance their collaborative projects' efficacy. Learn from real-world examples of successful partnerships, and take away practical strategies for your own initiatives. Whether you’re looking to improve existing collaborations or seeking to forge new ones, this panel will provide valuable perspectives to help you make informed decisions and achieve greater outcomes as you’re working with mission-driven organizations.
Aimee Cubbage, Cubbage Consulting
Dr. Yolanda Fintschenko, i-GATE
Jennifer Harrity, Sensiba
Dr. Nan Ho, Las Positas College
Amy Rose, Three Little Birds Agency - Moderator
Kathy Young, Tri-Valley NonProfit Alliance
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Keep the conversations going and try another incredible local woman-owned winery right next door at Darcie Kent!
This is a no-host activity, but a great way to just head right next door if you’re not yet ready to say goodbye to your fellow attendees!