Location: Four Square Ballroom

Mar 14: 3:45-4:00

Mar 14: 1:15-3:45

Location: Marco Polo

Corporate, Impact Tech & Impact Investing

Whether you work at a corporate foundation or manage a corporate social responsibility program, marketing department, and/or innovation team, this session is designed for you to learn by doing. Through this, you will better understand all available opportunities that can empower you to do well by doing good, simultaneously increasing revenue, decreasing costs, improving brand, and reducing risk. We will cover impact investing strategy, process, governance, and investment efficiency through a new framework for evaluating both philanthropy and investing.

2:45: Break with coffee and light snacks

Speakers:

Gregg Bagni, Director of White Road Investments

Ken Tsunoda, Vice President of Development, TechSoup

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

Mar 14: 1:15-3:45

Location: Red Rover

Donor Advised Funds & Impact Investing

Join Ed Briscoe of Impact Charitable, Dace West of The Denver Foundation, Mark Newhouse, Donor Advised Fund Holder of the Denver Foundation, Mike Roque of the San Luis Valley Community Foundation, Colleen LaFontaine, Women’s Foundation of Colorado, and 2-3 social ventures to explore how Donor Advised Funds and Impact Investing Giving Circles can be used to catalyze investments into nonprofits and companies doing well by doing good. Today, an estimated $85 billion is sitting in DAFs,earmarked for charitable purposes, but waiting to be dispersed to nonprofits, sometimes for years or decades.  With billions of dollars pouring into these charitable vehicles each year, join this discussion on what can be done to accelerate access.

2:45: Break with coffee and light snacks

Speakers

Ed Briscoe, Co-Director, Impact Charitable (Lead)

Colleen LaFontaine, Director of Development, Women’s Foundation of Colorado

Mike Roque, Executive Director, San Luis Valley Community Foundation

Mark Newhouse, Donor Advised Fund Holder, The Denver Foundation

Dace West, Vice President of Community Impact, The Denver Foundation

Mar 14: 1:15-3:45
Location: Hopscotch
Brain science, research, and economic return on investment has made a compelling case for investing in early childhood development and programming. The sector is emerging with new entrepreneurs committed to solving big problems and new investments from philanthropy, impact investors, and venture capital. With incredible momentum in early childhood, we are excited to share the latest trends, provide an inside look at the state of the field, and offer the latest ideas in venture support and impact strategies. As we explore how to make Colorado the best place for ventures focused on young children to launch and grow, speakers will share their perspectives on how to get there.

2:45: Break with coffee and light snacks

Speakers:

Steffanie Clothier, Investment Director Early Childhood, Gary Community Investments

Kate Reinemund, Executive Director, Constellation Philanthropy

Luis Duarte, Chief Philanthropy Officer, ZOMALAB, and President, ZOMA Foundation

Sheetal Sing, President and CEO, Early Learning Lab

Jean McSpadden, President and CEO Bright by Three

Beth Szymanski, Co-Founder and CFO, My Village

Mar 14: 11:45 - 1:00

Location: Four Square Ballroom

Lunch Keynote: How to Evaluate Your Investment Advisor and How to Choose Your Investment Advisor

Of the 40+ ways an individual or organization can catalyze the resources to achieve their mission or values, there is no question that your relationship with your investment advisor is the most critical relationship, as it relates to governance, investment beliefs, and decision-based attribution evaluation. The following session explores three case studies (AJL Charitable Foundation and Kenneth King Foundation) in their journeys to evaluate their existing investment advisor, make the decision to leave that investment advisor, and their next steps (whether it's do-it-yourself or find the next investment advisor). Then we’ll cover what they are doing to upgrade their governance, improve their evaluation, develop investment beliefs, and make the decision to (or not to) align all of the resources for impact.

Speakers:

Kristi Petrie, President, The AJL Charitable Foundation

Janice Fritsch, President, Kenneth King Foundation

Nicole Bagley, Vice President, Arca Foundation, Vice President, Sapelo Foundation, and President, The Brenn Foundation

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

Mar 14: 9:00-11:30

Location: Red Rover

Place-Based Impact Investing, Part 2

Several metro areas and regions in the U.S. are developing collaborative impact investing initiatives, even impact investing ecosystems. This two-part session is a collaboratory for those areas – and others interested in the ideas – to build connections, share information and tools, and solve peer challenges. We’ll dive into local models for collaborative work, how they’ve attracted and retained stakeholders, keys for success, peer problem-solving, and more. The session’s facilitators bring deep experience in community philanthropy, community development and collaboration, impact investing and new economy work, and group learning.

9:45: Break with coffee and light snacks

Speakers:

Tony Macklin, CAP®, Philanthropic Consultant, Senior Advisor for the Impact Finance Center

Location: Hopscotch

Mar 14: 9:00-11:30

As one of the most powerful vehicles on the planet, sport remains an untapped sector to facilitate positive impact throughout all sectors of the world using capital. This session will explore a historical perspective, various potential opportunities, a financial overview, and case study. Attendees will interact with experts in the sports field in this casual, dynamic session. Sports provides a positive, globally-accepted vehicle in a massive industry that spans across all demographics and regions of the world. The impact muscle that sports holds is only starting to be recognized. Sport as a vehicle for good has primarily existed in the non-profit sector only. Using a for-profit model introduces a sustainable revenue flow that will allow for greater levels of global impact through sport.

Speakers:

Speakers:

Craig Jonas Founder and CEO, CoPeace

Shellie Pfohl, Former President and CEO of the US Center for SafeSport

Dave Newport, Green Sports Partners, LLC

Mar 14: 8:00-8:45

Location: Four Square Ballroom

Keynote Panel: Program-Related Investments - Taking that First Step

Program related investments are one of 40+ ways private foundations can activate their portfolio for mission. Taking that first step is key to taking that next step. The following session will feature a conversation with Janice Fritsch of the Kenneth King Foundation and Ben Bynum of the Colorado Health Foundation.  

Speakers

Kristi Petrie, President, The AJL Charitable Foundation

Ben Bynum, Portfolio Director of Program Related Investments, The Colorado Health Foundation

Janice Fritsch, President, Kenneth King Foundation

Cindy Willard, (Moderator) Founder, Full Potential Philanthropy, Senior Advisor for Impact Finance Center