Drinks & Lights Apps to be served. Option for facilitated Networking with social ventures and investors.

Mar 13: 1:15-3:45 pm

Location: Marco Polo

What does it take to invest well in sustainable agriculture, rural ecosystems, and indigenous communities, with racial equity in mind? In this session leaders from the Rocky Mountain and broader Pacific Northwest regions will share their perspectives and real examples for building community wealth and directing capital in the communities they serve. Join us for an interactive discussion with your peers about experiments, emerging lessons, and open questions about the most effective ways to invest with integrity and purpose in these communities.

Facilitators:

• Amy Kincaid, Chief Program Officer, BALLE

• Leslie Lindo, Vice President of Strategic Partnerships, BALLE

Presenters:

• Maria Cullooyah, Spokane Tribe of Indians

• Anthony Chang, Kitchen Table Advisors

• Mike Roque, San Luis Valley Community Foundation

Mar 13: 1:15-3:45

Location: Red Rover

Advancement, Philanthropic Services,  Major Donor Fundraising & Impact Investing

Are you responsible for raising money for your organization or increasing organizational revenue? If you knew you could get $1M for your organization, or $7M to solve your organization’s mission at a larger scale, which would choose? What if you could do both? Join Dr. Stephanie Gripne of Impact Finance Center for a 101 presentation targeted for major donor fundraisers, executive directors, or COOs of organizations -- whether they are in a university, community foundation, or a nonprofit -- to learn how they can expand their toolbox for raising money for mission and innovate the landscape of fundraising. Molly Beyer of Colorado School of Mines Foundation, Karen Eller of Impact Finance Center, Amanda Jachym from The Nature Conservancy, will lead a discussion with the audience about how to socialize impact investing tools with fundraising professionals.

Speakers:

Dr. Stephanie Gripne, Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute

Molly Beyer, Constituent Relations and Engagement, Colorado School of Mines Foundation

Karen Eller, Senior Advisor, Impact Finance Center

Amanda Jachym, Director of Philanthropy, The Nature Conservancy

Mar 13: 11:45-1:00

Location: Four Square Ballroom

Lunch Keynote: Main Street 2.0

Let’s reimagine what is possible by creating a Main Street 2.0 that combines the best of what we had with Main Street relationship banking over 100 years ago with the benefits of Wall Street’s technology and risk products. What if we could invest with our mission and values, leveraging all of our resources from philanthropic to investment capital? What if access to capital was available to every nonprofit, small business, startup, cooperative, or fund? This session will share a vision of consumer and business solutions (from an alternative payday lending solution, 0% student loan, nonprofit grant advance program, impact cash flow management, community public equity, community note, direct investing model, and guarantee model).

Speaker(s):

Dr. Stephanie Gripne, Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute

Brendan Martin, Founder and President, The Working World

Marie Peters, Lead Main Street Officer, Colorado Lending Source

Wendy Turman, Chief Financial Officer, MCE Social Capital

Brin Enterkin, Executive Director, Watson Institute

Mar 13: 10:30-11:45

Location: Duck Duck Goose

How to Choose Your Bank

Impact Finance Center has outlined over 40 strategies you can use to align your resources with your values or the mission of your organization. Without question, one of the easiest and most important first steps you can take is looking at where your banking is and what types of activities your bank supports. In this session, Susan Graf from Amalgamated Bank (formally New Resource Bank) will outline what the criteria are for evaluating your existing banking relationships and explore how you would transition from a bank that is not aligned with your values and mission to one that is.

Speaker:

Susan Graf, First Vice President, Senior Commercial Banker at Amalgamated Bank, Amalgamated Bank

Investor Readiness: Managing Family Dynamics

March 13: 9:45-10:30

Location: Duck Duck Goose

Description:  Successful impact investing relies on clearly defined beliefs. Achieving that clarity can be more complex in a multi-branch or multi-generation family. In this session, you’ll learn effective tools and strategies for managing family dynamics and reaching shared values, principles, and goals.

Objectives:

• Learn key frameworks and tools from the fields of family philanthropy, family enterprise, and values-based investing

• Connect with experts and peers who’ve navigated complex family dynamics

Speaker:  Tony Macklin, CAP®, Principal, Tony Macklin Consulting

Handouts available:

Managing Family Dynamics Resource List

Family Dynamics Slide Deck

IFC Investors Survey Example

Mar 13: 9:00-11:30 AM

Location: Marco Polo

Indigenous Communities, Immigrants, and Refugees & Impact Investing

Join us for a dialogue about social impact investment for programs serving Colorado's immigrants and refugees. An immigrant is the most likely person to start a business in the U.S., and yet only 2% of venture capital is invested in women and 1% for people of color - many of them from or working within immigrant communities. Developing a full spectrum of capital to support indigenous communities, immigrants, and refugees is essential for supporting those who are most likely to create the businesses of tomorrow. This session is a working session to identify the key city, state, and national partners to better understand both existing programs and programmatic needs and explore collaborations.

9:45: Break with coffee and light snacks

Speaker

Karen Gerwitz, President, World Trade Center

Rubén Hernández, Co-Founder, Devlabs

Slavica Park, Founder and Director of Education and Economic Opportunities

Mar 13: 9:00-11:30 AM

Location: Red Rover

Higher Education & Impact Investing

This session explores the role of impact investing in higher education with Steve Kreidler of Colorado School of Mines Foundation, Stan Willie of Colorado Health Foundation, Elizabeth Garlow of the Lumina Foundation, and Dr. Stephanie Gripne of Impact Finance Center.  Impact investing has a critical role to play in the future of higher education for several reasons. Clay Christensen of Harvard has estimated that 50% of higher education institutions will go bankrupt by 2030. Impact investing can be used as a tool to help universities reduce expenses, increase revenues and become more efficient and effective. We’ll explore opportunities around 1) Curriculum, 2) Advancement, 3) Endowment, 4) Infrastructure, and 5) Impact Investing Capital for Innovation (e.g. Tech Transfer, Faculty, Students, Staff, Alumni, Larger Community).

9:45: Break with coffee and light snacks

Speakers:

Elizabeth Garlow, Impact Investment Officer, Lumina Foundation

Steve Kreidler, Vice President of Finance and CFO of Colorado School of Mines Foundation

Stan Willie, Chief Investment Officer, Colorado Health Foundation

Dr. Stephanie Gripne, Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute

Brin Enterkin, Executive Director, Watson Institute

Mar 13: 9:00-11:30 AM

Location: Hopscotch

For-Profit Due Diligence

Emily Winslow, Dan Yechout, and Janice Fritsch from Social Venture Circle will take us through one of our most popular sessions of evaluating a for-profit social venture.

Curious to better understand what happens after the pitch? In this interactive workshop, you will first watch BitsBox – a for-profit social venture ready to scale – pitch and then engage with other potential investors in a guided due diligence process. You will learn from two seasoned impact investors who invested in the company. Participants will gain a deep understanding of strategies to assess a potential investment and the due diligence process and leave the workshop prepared to take the next steps in evaluating companies.

9:45: Break with coffee and light snacks

Speakers:

Emily Winslow, Senior Manager of Investments and Impact Opportunities, Social Venture Circle and Co-Founder and CEO of All Wins Ventures

Dan Yechout, Social Venture Circle

Janice Fritsch, President, Kenneth King Foundation

Scott Linger, CEO / CTO of BitsBox

Aidan Chopra, Co-Founder and Creative Director at Bitsbox of BitsBox

Mar 13: 8:00 - 8:45

Location: Four Square Ballroom

Opening Remarks Keynote: Edgar Villanueva - Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance

What if we could use wealth to heal rather than cause further harm? What if money was spent trying out concepts that shatter current structures and systems that have turned much of the world into one vast market? This is the core argument explored by author and nationally-recognized philanthropy expert Edgar Villanueva in his new book Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance. Using his own personal experiences as a Native American grant-maker and foundation executive (along with field data and dozens of funder interviews), Villanueva reveals the racial and colonialist dynamics at play in philanthropy and finance, including banks, investment funds, and aid organizations.

Speaker:

Dr. Stephanie Gripne, (Opening Remarks) Founder and CEO, Impact Finance Center & CO Impact Days

Banks Benitez, Co-Founder and CEO at Uncharted

Edgar Villanueva, Vice President of Programs and Advocacy, Schott Foundation for Public Education