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SAN FRANCISCO, CA
APRIL 28-30, 2010
New APPROACH
New eCONOMY
Realizing the Potential of Social Enterprise
1


Welcome to San Francisco and the Social Enterprise Summit!
And welcome to this historic confluence of North              For more than a decade, the Social Enterprise Summit
American and international social enterprise. Three           has been the nexus of the movement in the United
years ago a global steering committee set out to stage        States and Canada, a gathering place for the pioneers
a series of international social enterprise forums rotating   in the field. The Social Enterprise Alliance itself has
through five different continents from 2008 through           grown from a fledgling organization into the voice of
2012, and this year is our turn. We are honored to be         the industry across 50 states and 10 provinces. More
co-hosting the 11th Social Enterprise Summit and the 3rd      than 5,000 people have attended our annual events
Social Enterprise World Forum this year in San Francisco      and participated in more than 500 plenary sessions and
– and we are delighted that you are here to join us!          workshops.

The theme for this year’s expanded event is “New              But our work has just begun. We’ve expanded our
Approach, New Economy: Realizing the Potential of             offerings this year to reflect the international nature of
Social Enterprise” – and it’s appropriate for such an         the industry, with numerous speakers from around the
exciting time in the evolution of our field. As the current   globe. And we’ve divided our breakout sessions into five
and incoming Chairs of the Social Enterprise Alliance         distinct tracks to provide the type of experiences you’ve
Board of Directors, we find ourselves looking back at         requested over the years.
more than a decade of growth – and forward toward
a boundless horizon. Social enterprise is no longer an        Perhaps the most important part of this gathering is the
isolated experiment: It has moved into the mainstream         chance to meet like-minded social entrepreneurs from
across the globe. For-profit and nonprofit social             around the world. To celebrate our successes, learn
enterprises are proliferating; the public sector is paying    from each other (and from our failures), and renew our
attention to our brand of social innovation; academic         efforts to heal the world. Please take the time to use the
institutions are offering courses and degree programs;        networking opportunities we’ve built into the Summit to
social investors are knocking at the door; the media has      introduce yourself to as many of them as possible. Share
enhanced its coverage; and a rising generation of young       confidences. Forge alliances. Build the eco-systems we
people is energizing the field.                               need to take the industry to scale during the second
                                                              decade of the 21st century.
None of you would be here unless you believed in your
heart and soul that social enterprises can simultaneously     So: Have fun, enjoy the city and cherish the camaraderie
and successfully pursue social purpose and financial          of your friends and allies. Then return to the trenches,
viability. The social needs we are facing worldwide are       fortified, and keep making this world a better place!
not new, just more pressing than ever before, but the old
models are not keeping pace. Traditional businesses do
what they can through their efforts at corporate social
responsibility, but they rarely address social needs
through their products and services. Nonprofits struggle
to survive, beset by a pincer movement of rising costs,
diminishing resources, increased needs and a clamor
for results. Public sector resources in even the wealthiest
of countries are being strained by one economic crisis
after another.

But social enterprises offer new hope: They have proven
to be one of the most promising ways to grapple with
the challenges confronting our planet and its people,            Jim Fruchterman,                Bill Strathmann,
whether it be a $400 million social enterprise in                Chair (2008-2010)               Chair (2010-2012)
Bangladesh or a $30,000 social enterprise in Tulsa. You
have been out there on the streets proving that it works
— and many, many others are joining our ranks.
Strengthen                                                                                   Better
                                                    communities                                                                                   world
                                                          today.                                                                                  tomorrow.

                                                                                       Citi is proud to support Social
                                                                                       Enterprise Alliance’s 2010 Social
                                                                                       Enterprise Summit.


                                                                                       We commend Social Enterprise
                                                                                       Alliance and its members for their
                                                                                       commitment to helping build and
                                                                                       revitalize communities.




       © 2010 Citigroup Inc. Citi and Arc Design is a registered service mark of Citigroup Inc. Citi never sleeps is a registered service mark of Citigroup Inc.




625757 Social Enterprise Alliance Ad.indd 1                                                                                                                        3/19/10 1:10:15 PM
Thank You to Our Sponsors                            Acknowledgments                                                                            3
                                                     Social Enterprise + World Forum                     Summit Steering Committee
                                                     Consortium Members
Summit Partner                                       Jerr Boschee,
                                                                                                         Anne Wunderli (Chair),
                                                                                                         Pine Street Inn
                                                     Social Enterprise Alliance, USA
                                                                                                         Tom Triplett (Vice-Chair),
                                                     David Brookes,                                      Fieldstone Alliance
                                                     Managing Director, Social Traders
                                                                                                         Gordon Floyd (past-Chair),
                                                     Ethel Côté,                                         Childrens Mental Health Ontario
                                                     Canadian Centre for Community Renewal/Social
                                                     Enterprise Council of Canada, Canada                Rick Aubry,
Summit Supporter                                                                                         Rubicon National Social Innovations
                                                     Lee Davis,
                                                                                                         David LePage,
                                                     NESsT, Central Europe
                                                                                                         Enterprising Nonprofits (Canada)
                                                     Nicole Etchart,                                     Gerry Higgins,
                                                     NESsT South America                                 CEIS (Scotland)
                                                     Gerry Higgins,                                      Daniel Stokes,
                                                     CEIS, Scotland                                      Fair Trade USA
                                                     Peter Holbrook,                                     Marc Spencer,
                                                     UK Social Enterprise Coalition, UK                  (Host Committee liaison)
Policy Track & Scholarships                          Claire Kearney,
                                                                                                         Juma Ventures

                                                     Social Ventures Australia, (Australia)              Summit Host Committee
                                                                                                         Marc Spencer (Chair),
                                                     David Lepage,
                                                                                                         Juma Ventures
                                                     Enterprising Nonprofits, Canada
                                                                                                         Antonio Aguilera,
                                                     Jan Owen,                                           CVE Inc.
                                                     Executive Director, Social Ventures Australia
                                                                                                         Paul Lamb,
                                                     Peter Stadler,                                      ZeroDivide
                                                     Director, Fachberatung für Arbeits- und
Finance Track                                        Firmenprojekte gGmbH                                Rob Wexler,
                                                                                                         Adler Colvin
                                                     Susan Steinman,
                    in partnership with the Orange   University of Johannesburg,                         Jan Cohen,
                                                     South Africa                                        Consulting & Training for Nonprofits
                    County Community Foundation
                                                     Board Members                                       C.J. Hayden,
                                                                                                         Wings for Business
                                                     Jim Fruchterman, Chair
Social Enterprise Showcase & Reception               Benetech                                            Jenny Kassan,
                                                                                                         Katovich Law Group
                                                     Bill Strathmann, Vice Chair
                                                     Network for Good                                    Steve Hon,
                                                                                                         Buckelew
                                                     Julann Jatczak, Secretary
                                                     Wisconsin Women’s Business Initiative Corporation   Shelley Norris-Alvarez,
                                                                                                         Buckelew
General Support                                      Kevin Lynch, Treasurer
                                                                                                         Summit Program Committee
                                                     Rebuild Resources, Inc.
                                                                                                         Jack Glade (co-Chair),
                                                     Keith Artin,                                        Tutorial Center
                                                     Triangle Residential Options for Substance
                                                     Abusers, Inc. (“TROSA”)                             Sonia Pouyat (co-Chair),
                                                                                                         kidsLink
                                                     Tony Deifell,
                                                     KaBOOM!                                             Cecily Jackson, Esq.

                                                                                                         Tamra Ryan,
                                                     Gordon Floyd,
                                                                                                         Women’s Bean Project
Thursday Plenary & Banquet                           Children’s Mental Health Ontario
                                                                                                         Suzanne Smith,
                                                     Marc J. Lane,                                       Social Impact Architects
                                                     Marc J. Lane Wealth Group
                                                                                                         Norma Strachan,
                                                     Kevin McQueen,                                      Aspect
                                                     Brody Weiser Burns
                                                                                                         Lisa Watson,
                                                     Tim Robinson,                                       Downtown Women’s Center
                                                     UPS
Social Enterprise Angels Forum                                                                           Staff
                                                     Jim Schorr,
                                                     Vanderbilt University                               Jerr Boschee,
                                                                                                         Interim President/CEO
                                                     Tom Triplett,
                                                     Fieldstone Alliance                                 Paulina Migalska,
                                                                                                         Community and Event Coordinator
                                                     Anne Wunderli,
                                                     Pine Street Inn                                     Sarah Park,
                                                                                                         Communications Specialist
                                                     Leadership Awards Committee
                                                                                                         Lorraine Grogan
Media Partners                                       Anne Wunderli,
                                                     Pine Street Inn                                     Global Account Executive, ConferenceDirect®

                                                     Cynthia Russell,                                    Krista Powell,
                                                     Connecticut Housing Investment Fund                 Summit Registration Coordinator

                                                     Caryn Capriccioso,                                  Corinne Gray,
                                                     interSector Partners, L3C                           Summit Marketing Specialist

                                                     Drew Tulchin,                                       Ronia Holmes,
                                                     Social Enterprise Associates                        Summit Marketing Specialist
                                                     David Carleton,                                     Megan Murphy,
                                                     FareStart/Kitchens with Missions                    Summit Marketing Specialist
Contents    4

                                                                                            1 | Welcome

                                                                                            3 | Acknowledgments

                                                                                            5 | Information
                                                                                            6 History of the Social Enterprise Alliance
                                                                                            7 Defining the Movement
                                                                                            8 Hotel Floorplan
                                                                                            9 Schedule
                                                                                            10 Exhibitors

                                                                                            12 | Networking Opportunities
                                                                                            13   Happenings at the Summit + Forum
                                                                                            13   Opening Showcase & Reception
                                                                                            13   Social Enterprise Alliance Membership Meeting
                                                                                            13   Chapter & Affinity Group Meetings
                                                                                            14   Summit + Forum Entertainment
         UPS is proud to support the                                                        15   Dine Arounds
           Social Enterprise Alliance.
                                                                                            16 | Leadership Awards

                                                                                            21 | Education
                                                                                            22 Pre-Conference Workshops
                                                                                            23 Social Enterprise Tours
                                                                                            26 Succeeding at Social Enterprise, the new book
                                                                                               from the Social Enterprise Alliance
                                                                                            27 Book Sales
                                                                                            30 Keynote Speakers
                                                                                            31 Plenary Panels
                                                                                            35 Social Enterprise Angels Forum
                                                                                            36 Session I
                                                                                            38 Session II
                                                                                            40 Session III
                                                                                            42 Session IV
                                                                                            44 Session V

                                                                                                  Stay current on all Summit + Forum happenings:

                                                                                                      Fan Page: Social Enterprise Alliance


                                                                                                      hashtags: #socent10 and #socent


                                                                                                      Group: Social Enterprise Alliance

community.ups.com                                                                                      sea-alliance.blogspot.com
© 2009 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the
color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
                                                                                                                  Group: Social Enterprise Alliance
5




Information
History of the Social Enterprise Alliance                   6


In 1998, six nationally known advocates of social              We see social enterprise as a primary engine for
entrepreneurship convened a “gathering” in Colorado            creating a more sustainable world that works to support
Springs of people interested in the field. Innovators and      all people, communities and the environment.
leaders who previously had operated in isolation came
together for the first time to discuss best practices, share   Social enterprise has an important role to play in
knowledge and advocate for a National agenda. At               strategies for addressing a number of social and
the 2nd National Gathering, attendees voted to create          economic policy issues.
an association to build support for the social enterprise
approach, and the Social Enterprise Alliance (SEA) was         SEA engages its community of established enterprises
born.                                                          with a robust advocacy strategy to help policy-makers
                                                               understand the importance of social enterprise as a tool
Since its inception, SEA has served as North America’s         for tackling key social challenges and to design relevant
leading association for the field. Our members are             policies and initiatives.
motivated above all else to improve society using
the tools of business. During our existence, we have           SEA also enlists supporters within the field, including
seen a radical positive shift in public interest in social     funders, lenders, social capital investors, educators,
entrepreneurship.                                              researchers and technical assistance providers to
                                                               engage in this vital agenda and to help us shape a
Our ultimate vision is that one day, businesses created        conducive business and political climate in support of
to advance a social mission comprise a significant             social enterprise.
portion of the total number of businesses started and
operated.




                                                                      help accelerate the transition
                                                                      to a more sustainable world.
                                                                      The Social Enterprise Alliance is building
                                                                      the largest community of organizations
                                                                      advancing social or environmental
                                                                      missions using business methods.


                                                                      join the movement
                                                                      Become an SEA member during the
                                                                      Summit and get 10% o . Be sure to sign
                                                                      up at the SEA exhibit table!

                                                                      After the Summitt, sign up at:
                                                                      www.se-alliance.org.
Defining the Movement                             7
                                                            answering questions about social enterprises

What is a social enterprise?                                   Why do people launch social enterprises?
A social enterprise is an organization or venture that         Many nonprofit organizations see social enterprise
achieves its primary social or environmental mission           as a way to reduce their dependence on charitable
using business methods. The social needs addressed by          donations and grants while
social enterprises and the business models they use are        others view the business
as diverse as human ingenuity. Social enterprises build a      itself as the vehicle for
more just, sustainable world by applying market-based          social change. Whether            Download a timeline of key
strategies to today’s social problems.                         structured as nonprofits         events in the evolution of the
                                                               or for-profits, social             social enterprise sector:

What is the Social Enterprise Alliance?                        enterprises are simply
                                                                                                  www.se-alliance.org/
                                                               launched by social
The Social Enterprise Alliance is the only member                                                        evolution.pdf
                                                               entrepreneurs who want
organization in North America to bring together the
                                                               to improve the common
diverse field of social enterprise. It serves as advocate
                                                               good and solve a social
for the field, hub of information and education, and
                                                               problem in a new, more lasting
builder of a vibrant and growing community of social
                                                               and effective way than traditional approaches. They
enterprises.
                                                               are conceived and operated by visionary entrepreneurs
                                                               who recognize potential where others may not see it
Are all social enterprises nonprofits?                         and who apply discipline, pragmatism, courage and
The social enterprise movement includes both nonprofits        creativity to pursue their solution in spite of all obstacles,
that use business models to pursue their mission and           toward a world that is more abundant, secure and
for-profits whose primary purposes are social. Social          inclusive for all.
mission is primary and fundamental; the organizational
form depends on what will best advance the social
mission.
                                                                   Your social enterprise needs a business plan.
Where do “social entrepreneurs” fit in?
                                                                           You need Business Plan Pro.
Social entrepreneurs are individuals who pursue
opportunities to create pattern-breaking change in
inequitable systems, whether through social enterprises              Business Plan Pro® Social Enterprise Edition
or other means.                                                      SOFTWARE FEATURES

What about corporate social responsibility?                              More than 500 Sample Plans
                                                                         Over 8000 Industry Ratio Reports
Many companies whose primary purpose is to create                        EasyPlan Wizard®
value for ownership are also committed to adopting a                     Print to PDF, MS Office, or your printer
wide range of socially and environmentally responsible                   Customized instructions while you write your plan
practices in their operations. Because their social                      Built-in Spell Check, Search & Replace, Enhanced Text
missions are not primary, they are not considered social                Editing and more
enterprises.                                                             Integrated financials for running “What-if?” scenarios
                                                                         Vista Compatible

What are the kinds of business models that social
enterprises use?                                                                          Visit our exhibition table for a demo!
Social enterprises use an array of business models                                           SEA Members: $174
for the common good, including: retail, service and                                          Regular: $199
manufacturing businesses that help people overcome                                           Order online: www.se-alliance.org
employment barriers; contracted providers of social and                                      Or call: 877.886.0998
human services; fee-based consulting and research
services; community development and financing
operations; and even technology enterprises.
Hotel Floorplan         8
                         ATRIUM LEVEL
                                                              San Francisco

                                                        5 Embarcadero Center
                                                        San Francisco, CA 94111
                                                        Phone: 415.788.1234




                                                  Bay Level

Atrium
Board Room A




                                                                       Seacliff A/B
                                                                       Seacliff C
                                                                       Seacliff D
                                                                       Golden Gate
                                                                       Marina
                                                                       Bayview A
                        STREET LEVEL                                   Bayview B




                                                                PACIFIC LEVEL




Grand Foyer: REGISTRATION & EXHIBITS
Market Street Foyer: NETWORKING AREA & EXHIBITS
Regency A: SEA OFFICES
Grand Ballroom                                                            Pacific B/C
                                                                          Pacific N/O
                                                                          Pacific L/M
Schedule                     9


   For complete details about every event please see our online program
                                                                                                                                       SeSSION TRACk keY
                                                                                                                                        i    Investment & finance
   Booklet at: h t t p : / / w w w. s e - a l l i a n c e . o r g / s u m m i t _ 1 0 p r o g r a m . p d f                             m    Models & Strategies


   progrAm SCHeduLe
                                                                                                                                        p    Policy & Advocacy
                                                                                       san Francisco, ca                                L    Leadership development & education
                                                                                       APRIL 28-30, 2010                                C    Communications & Storytelling




   Tuesday, april 27
   1:00pm–5:30pm  Finding Common Ground: Job Creation and/or                                                  L     preview the new recruits documentary                                 golden gate
                  Job Training Social Enterprises*                                                            i     social enterprise angels Forum                                          Bayview B
   12:00pm-6:00pm Social Enterprise World Forum Meeting*                                                      m     the dc central kitchen growers consortium – a new way to Fish           seacliFF d
                                                                                                              i     tools for Financing social enterprises                                 paciFic l/m

   Wednesday, april 28                                                      * invitation only
                                                                                                              m     using technology to scale: success stories in Bringing transparency
                                                                                                                    to global value chains                                                  seacliFF c
   REGiSTRaTion dESk opEn 7:00am–7:00pm
   9:00am–12:00pm Tour Package 1 — ashbury images, Global Exchange,                                           4:00pm–4:15pm transition time
                   pedal Revolution                                                                           4:15pm–5:15pm Keynote SpeAKer: Chip Heath, co-author of switch:
   10:00am–3:00pm Tour Package 2 — people’s Grocery, GRid alternatives,                                                           how to change things when change is hard           grand Ballroom
                   Brower Center, Rubicon Bakery                                                              5:15pm–6:30pm Break
   12:30pm–5:30pm Pre-conference Build Your Venture from the Mission Up! GoldEn GaTE                          6:30pm–7:45pm BAnquet dinner & LeAderSHip AwArdS                       grand Ballroom
   1:00pm–4:00pm Pre-conference are We Making a difference?                                                   7:45pm–8:45pm pLenAry pAneL — shaping a new economy
                   Exploring Social impact Measurement and Evaluation     SEaCliFF C                                              (what are we aiming for?)                          grand Ballroom
   1:00pm–4:00pm Pre-conference is it Right For You?                                                          8:45pm –11:30pm SoCiAL enterpriSe Summit pArty featuring “wake
                   an introduction to Social Enterprise                   SEaCliFF d                                              the dead,“ a celtic all-star grateful dead Jam Band     Bayview a/B
   1:00pm–4:00pm Tour Package 3 — Community Housing partnership ,
                   CVE, Mission pie, Treasure island (Toolworks)
   1:00pm–4:00pm SEa Board Meeting                                    BoaRd RooM a
                                                                                                              fRIdAY, APRIL 30
                                                                                                              registration open 7:30am–1:00pm. exhiBits open 8:00am–4:00pm.
   5:00pm–7:00pm Social EnTErPriSE ShowcaSE & rEcEPTion                      aTRiUM
                                                                                                              7:30am–9:00am continental Breakfast                                     grand Ballroom
   7:00pm–12:00am Young professionals party                                   offsite
                                                                                                              7:30am–8:30am chapter and affinity group meetings                       grand Ballroom
   7:00pm          dine-arounds                                               offsite
                                                                                                              8:30am–9:00am membership meeting/networking                             grand Ballroom
                                                                                                              9:00am–10:00am BReAkOUT SeSSIONS IV
   Thursday, april 29                                                                                         p      assessing impact for investing public Funds in social enterprise      seacliFF a/B
   REGiSTRaTion opEn 7:00am–7:00pm. ExHiBiTS opEn 8:00am–4:30pm.                                              i      Burning a hole in the Fog – shedding light on the avant-garde
   8:30am–9:45am Opening plenary Catalyzing the Field (How does the public                                           legal structures for social enterprises                                 Bayview B
                         sector support social enterprise in the United kingdom,                              L      “coming up For air” how to work smarter, not harder, to advance
                         Canada and the United States?)                      GRand BallRooM                          your organization                                                         marina
   9:45am–10:00am Transition Time                                                                             m      design and test your Business model Before you plan your Business Bayview a
   10:00am–11:00am BreakOuT sessiOns i                                                                        i      innovative models for scaling social enterprise                        paciFic l/m
   c     Building Buzz for Your Social Enterprise: low-Cost, High-impact                                      C      kitchens with mission – how to document and share a
         Marketing                                                                SEaCliFF a/B                       successful social enterprise model                                     paciFic n/o
   i     disruptive philanthropy: Empowering individuals & Crowds                  paCiFiC n/o                i      social enterprise angels Forum                                          seacliFF d
   M     localizing Enterprises internationally: How Context Matters in the                                   m      social enterprises in africa                                            seacliFF c
         Replication and international Transfer of Social Enterprises            GoldEn GaTE
                                                                                                              i      social enterprise loan Funds expedite private Financing                paciFic B/c
   P     purposeful purchasing: new Market opportunities for Social
         Enterprise Through procurement                                             BaYViEW a                 C      stories from australian social enterprises: key learnings
                                                                                                                     from the Journeys of practitioners                                   golden gate
   i     Recycling your Economic Model for new Growth                               SEaCliFF C
                                                                                                              10:00am–10:30am transition time
   M     Screening and Selection for Strategic Success                             paCiFiC l/M
                                                                                                              10:30am–11:30am BReAkOUT SeSSIONS V
   i     Social Enterprise angels Forum                                             BaYViEW B
                                                                                                              L     developing a career in social enterprise                              golden gate
   M     Social Enterprise in Emerging Markets                                        MaRina
                                                                                                              m     seven strategic Blunders: why social enterprises Fail and
   M     Think about it Early: legal and Tax Basics for Social Enterprise          paCiFiC B/C                      entrepreneurial nonprofits stumble                                       Bayview a
   l     Transforming dreams into action: Young Social Entrepreneurs                SEaCliFF d                L     social enterprise and corporate partnerships                            paciFic n/o
   11:00am–11:30am Transition Time                                                                            i     social enterprise angels Forum                                           seacliFF d
   11:30am–12:30pm BreakOuT sessiOns ii                                                                       m     social enterprises in the middle east & north africa                       marina
   P     Can You Hear Me now? influencing policymakers to Hear Your Call                                      p     state and local government efforts to support social enterprise
         for increased Support                                                     paCiFiC n/o                      & social innovation                                                     paciFic l/m
   l     Good Board Governance – an aspect of Risk Management                       SEaCliFF d                i     sustainable impact investing exchanges                                  paciFic B/c
   M     Green Business, Worker Co-ops, anchor institutions, and                                              C     track and express your success using leading edge technology tools Bayview B
         Social Enterprise: the Cleveland Experience                                  MaRina
                                                                                                              m     where to Begin: the use of collaboration in social enterprise,
   M     Growing Your Social Enterprise: Business planning                          BaYViEW a                       tools for complex environments                                         seacliFF a/B
   c     income & outcomes: innovative data Management, Metrics and                                           m     youth-based ventures from around the world                               seacliFF c
         Models for SE’s                                                           paCiFiC l/M
                                                                                                              11:30am–12:00pm transition time
   M     Recycling Ventures                                                         SEaCliFF C
                                                                                                              12:00pm–1:00pm lunch                                                    grand Ballroom
   M     Social Enterprise in South East asia                                    GoldEn GaTE
                                                                                                              1:00pm–1:45pm Keynote SpeAKer: dan pallotta (thinking different: how does
   i     The l3C: Social Enterprise’s powerful, new Capital Formation Tool         paCiFiC B/C                                    the way we’ve been taught to think about charity and social
   i     To profit or not to profit: Methods of assessing Financial                                                               change stand in the way of the causes we love?) grand Ballroom
         profitability of SE’s                                                      BaYViEW B                 1:45pm–2:45pm pLenAry pAneL — thinking Bigger (what does “scaling”
   l     What’s Hot & Why You Should Care: an ignite-Style overview of                                                            really mean?)                                       grand Ballroom
         Hot Trends impacting Your Social Enterprise                              SEaCliFF a/B                2:45pm–3:00pm pASSing tHe BAton 4th social enterprise world Forum, south
   12:30pm–1:30pm lunch/WOrld café                                                     aTRiUM                                     africa; social enterprise summit 2011, chicago, il grand Ballroom
   1:30pm–1:45pm Transition Time                                                                              3:00pm–3:30pm Break
   1:45pm–2:45pm PlEnary PanEl – Engaging all Sectors (Can systems thinking                                   3:30pm–6:30pm sea Board meeting                                           Board room a
                         help us gain traction?)                             GRand BallRooM                   3:30pm–6:00pm Tour Package 4 — glide memorial church, yo!
   2:45pm–3:00pm Transition Time                                                                                                  youth outlook, delancey street Foundation
   3:00pm–4:00pm BreakOuT sessiOns iii                                                                        3:30pm–6:00pm Tour Package 5 — renaissance entrepreneurship center,
   M      Build a Venture in 60 Minutes – Strategies for proof of Concept,                                                        reliatech, goodwill
          networking and Early Funding                                              BaYViEW a                 6:00pm              Tour Package 6 — Baseball and social enterprise
   P      Creating an Enabling policy Framework for Social Enterprise              paCiFiC n/o
   l      Entrepreneurial Thinking: it’s an organizational Cultural Thing         SEaCliFF a/B                SATURdAY, MAY 1
   c      Happily Ever after: The art of Cause Storytelling                           MaRina                                     california sage competition                                    oFFsite
   c      Measuring Social Return on investment: a Case Study on                                                                 seattle social enterprise visit program (may 1-4)              oFFsite
          Using this Tool.                                                         paCiFiC B/C




2010Summit_MiniBroch_4.25x6-PREFERRED_edited.indd 2                                                                                                                                          4/8/10 8:16 AM
Exhibitor Spotlight           10
                          booths are open Thursday 29, 8am-4:30pm & Friday 30, 8am-4:00pm

Stanford Social Innovation Review                             Nonprofits’ Insurance Alliance of California
ssireview.org                                                 insurancefornonprofits.org
SSIR is an award-winning journal for executives at            The Nonprofits Insurance Alliance Group is composed of
nonprofits, foundations, and socially responsible             four distinct 501(c)(3) nonprofit organizations that provide
businesses. Published by the Center for Social                a broad range of reasonably priced liability insurance
Innovation at the Stanford Graduate School of Business,       coverages to other 501(c)(3) nonprofit organizations. The
SSIR bridges theory and practice, providing innovative        Group includes the Alliance of Nonprofits for Insurance,
solutions to social problems.                                 Risk Retention Group (ANI), and Nonprofits’ Insurance
                                                              Alliance of California (NIAC). NIAC and ANI work
FeelGood                                                      exclusively through insurance brokers. Please visit www.
feelgoodworld.org                                             insurancefornonprofits.org.

FeelGood transforms students into life-long
Changemakers. Our mission: End world hunger in                Partners for Change, Inc
our lifetime. Our process is simple: a grilled cheese         partnersforchange.net
sandwich. FeelGood empowers college students to run           Partners for Change provides tools and solutions for
non-profit Delis on their campuses, specializing in grilled   nonprofits to build capacity and operate more effectively.
cheese sandwiches. At these Delis, students develop the       We are authorized distributors for a new, affordable
skills necessary to run a business and initiate dialogue      web-based application called TouchStone for Nonprofits.
about hunger, and our responsibilities as global citizens.    This innovative software provides all the knowledge,
                                                              structure and system solutions necessary to build a
IdeaEncore Network                                            strong, efficient, and sustainable organization. Come
ideaencore.com                                                visit us and discover how to take your nonprofit “to the
                                                              clouds”!
IdeaEncore Network (www.ideaencore.com) is an online
learning marketplace (like eBay or iTunes) for nonprofits,
social enterprises and those who support them to share,       Practice Pay Solutions
sell, and buy all types and forms of practical knowledge      practicepaysolutions.com
and information assets— including ready-to-use tools,         Practice Pay Solutions provides a complete suite
templates, training content, policies, procedures and         of ePayment and eCommerce tools to simplify
plans                                                         and automate day-to-day business. Thousands of
                                                              professionals accept credit cards, operate an online
Meridian University                                           cart and maintain a dynamic web presence with our
MeridianUniversity.edu                                        services and support. Through the latest technology and
                                                              education, we fulfill your operational demands while
Meridian University offers Bachelor’s Completion and          ensuring the success and sustainability of your practice.
Graduate Degree Programs that educate students                www.practicepaysolutions.com
to engage the professions of Psychology, Business,
Education, and the Arts in creative and transformative
ways. These degree programs provide a cumulative,             RainWorks OmniMedia LLC
emergent, and integrated curriculum, empowering               rainworksomnimedia.com
the student’s transformation both personally and              RainWorks OmniMedia LLC is a producer of traveling
professionally. Meridian offers its Bachelor’s, Master’s,     museum exhibitions for science and natural history
and Doctoral programs in two formats: Residential and         museums, and events for the parent and teen markets.
Hybrid learning format.                                       This benefit company aims to make rain for girls
                                                              literacy and clean water programs in Asia and Africa
                                                              through its benefit recipients: Room To Read, CAMFED
                                                              USA, water.org, Charity: Water and Action Aid. www.
                                                              rainworksomnimedia.com
Exhibitor Spotlight continued            11
                          booths are open Thursday 29, 8am-4:30pm & Friday 30, 8am-4:00pm

Rebuild Resources, Inc.                                      The npEnterprise Forum
rebuildresources.com                                         npEnterprise.net
Rebuild Resources produces a full line of custom             npEnterprise is the official listserv partner of the Social
apparel and branded promotional items such as                Enterprise Alliance. With almost 7000 subscribers
logoed t-shirts, polos, hats, tote bags, pens, mugs, flash   worldwide, npEnterprise has become the leading online
drives and awards. Our businesses provide transitional       resource where nonprofit managers go to discuss and
employment for people recovering from chemical               learn more about earned income strategies. It has been
dependency and serve as the economic engines which           highlighted in major publications including the Chronicle
sustain our growth.                                          of Philanthropy and the Stanford Social Innovation
                                                             Review. It is owned and operated by Rolfe Larson
The Coaches Training Institute                               Associates (www.RolfeLarson.com); the moderators are
thecoaches.com                                               Rolfe Larson and Michael Whitehead-Bust.
Changing People Changing Business
Changing Lives...                                            Care2
Engaging in powerful conversations, creating                 care2.com
alignments, and working in collaboration to inspire staff    With over 12 million members, Care2 is the largest
and grantees are cornerstones to CTI’s groundbreaking        online social network for people who want to “make
Co-active coach and leadership skills model-- taught         a difference.” Care2 is a preferred vehicle for social
globally in 14 countries and internally in nonprofits and    enterprises seeking to engage with conscious
Fortune 100 corporations. Experience the CTI difference      consumers, especially civically active, well-educated
                                                             women whose purchases and donations support the
Third Sector Foundation Uganda                               environment, human rights and other causes.
Third Sector Foundation is an apex body that promotes
social economy by providing a range of Social                Aperio
Enterprises that includes Sales and Marketing of social      aperio.us
enterprise products such as arts and crafts there by         Aperio is a management consulting firm based in the
creating enterprise, employment and empowerment of           U.S. and Canada that works exclusively with the social
many underivested and underprivileged communities in         sector. Our objective is to enable our clients to recognize
Uganda.                                                      their most important challenges and opportunities, and
                                                             create and implement strategic solutions to address
Social Enterprise Alliance                                   them. Aperio’s services include strategic planning,
San Francisco Bay Chapter                                    partnerships and social entrepreneurship. Our clients
The SF Bay Chapter of the Social Enterprise Alliance was     are non-profit organizations, charities, government
officially established in November 2009 with the goals       agencies, associations, foundations, and social purpose
of: providing value to Bay Area social enterprises and       for-profit companies.
SF Bay Chapter members, being the go-to resource for
those involved in social enterprise in the Bay Area and
supporting advocacy for social enterprise. We invite you
to take full advantage of the educational, networking
and information exchange available to you as a
member of our SEA chapter and to get more involved by
joining our Google Group (http://groups.google.com/
group/sea-sfbay) and/or by volunteering to serve on a
committee. With your collaboration and contributions,
the SEA San Francisco Bay Chapter is defining the
movement and building the field, starting right here in
the Bay Area.
12




 Networking
Opportunities
Networking Opportunities                  13
                                                                      happenings at the Summit + Forum

The Summit was designed to provide plenty of                   Rubicon National Social Innovations
networking opportunities so you can make new                   Happy Hour
friends and find new colleagues. Take advantage                Wednesday, April 28, 7pm-9pm
of Summit meals, transition times, social events,              Location: 848 Folsom St, Suite 201, SF
and offsite happenings to connect with the people              Join us to mingle with friends old and new and enjoy
you’ve been wanting to meet.                                   scrumptious food and drinks from two of the Bay Area’s
                                                               premier social enterprises: Fresh Starts Catering, a
Social Enterprise Showcase & Opening                           program of Homeward Bound of Marin, and Rubicon
                                                               Bakery. Space is limited. Please RSVP by Friday, April 23rd,
Reception                                                      to RNSI@rubiconnational.org.
Wednesday, April 28, 5-7pm
Location: Atrium                                              Lunch/World Café
The SEA - San Francisco Chapter is hosting the Summit         Thursday, April 29, 12:30-1:30pm
2010 + World Forum kick-off event with a special reception Location: Atrium
featuring exhibits of social enterprises. During the          We are pleased to introduce this semi-structured
reception, community leaders and conference attendees         opportunity for conference attendees to further connect
are invited come see the breadth of the social enterprise     with speakers and one another over lunch around each
movement. Organizations will be displaying and sharing        of the conference tracks: Investment & Finance, Models &
information and networking about their social ventures        Strategies, Policy & Advocacy, Leadership Development &
at tables in the atrium lobby of the Hyatt. The Showcase      Education and Communications & Storytelling.
will feature brochures, photos, table top exhibits, and
other illustrations of products and services from these       Social Enterprise Summit Party
social ventures. In keeping with the Showcase theme           Thursday, April 29, 8:45-11:30pm
of “I left my heart in San Francisco”, attendees will get to  Location: Bayview A/B
vote for exhibiting organizations who best epitomize the      Featuring “Wake the Dead,” a Celtic All-Star Grateful Dead
following categories with their ventures: Most Innovative,    Jam Band! See the next page for more information about
Best Marriage of Mission and Money, Overall Sweetheart       “Wake the Dead” and other Summit entertainers!
(favorite) and Most Likely to Succeed.
Light hors d’oeuvres and cash bar will be provided.            Chapter & Affinity Group Meetings
                                                               Friday, April 30, 7:30-8:30am
Young Professionals Party                                      Location: Grand Ballroom
Wednesday, April 28, 7pm-12am                                  Find other social enterprise leaders and supporters in
Location: Temple Nightclub                                     your area! We’ll help you find your nearest SEA Chapter or
Join other young professionals for a party to celebrate        meet with others from your community who may want to
Social Enterprise! Come party with students and young          form a networking group.
professionals à la Social Enterprise. DJ Hey Man! will be
spinning in the context of the Third Social Enterprise World   SEA Membership Meeting & Networking
Forum – We will be celebrating the winners of the Next         Friday, April 30, 8:30-9:00am
Generation Awards. The San Francisco Bay Area Chapter          Location: Grand Ballroom
of the SEA in partnership with Sparkseed invite you to
                                                               Please join the SEA President, Board and SEA members at
join the movers and shakers of Social Enterprise in this
                                                               the annual meeting of members. Learn about becoming
energetic and inspirational experience. This event is open
                                                               an SEA member, meet your new board representatives,
to all. Please RSVP mindfully, space is limited. RSVP at
                                                               learn what SEA accomplished in the last year, and find out
http://socialenterpriseparty.eventbrite.com/
                                                               what’s ahead!
DJ Hey Man!, Darian Rodriguez Heyman (former E.D. of
the Craigslist Foundation) spins conscious R&B, hip hop,       California SAGE Competition
and downtempo grooves from around the world. Darian            Saturday, May 1, 7:30am-7:30pm
works with Michael Franti & Spearhead on their annual
                                                               Location: Hyatt Regency San Francisco Airport
Power to the Peaceful festival and his efforts on the dance
floor and off connect inspiration to action through music.     Students for the Advancement of Global Entrepreneurship
                                                               (SAGE) interscholastic tournament. http://sageglobal.org.
Networking Opportunities                 14
                                                                                                                    14
                                                                            Summit + Forum entertainment




        www.youthinarts.org/til-dawn.html                                      www.wakethedead.org

‘Til Dawn:                                                    Wake the Dead
Thursday, April 29, 6:30-7:30pm                               Thursday, April 29, 8:45-11:30pm
Location: Grand Ballroom                                      Location: Bayview A/B
during the Banquet Dinner and Leadership Awards               World’s Only Celtic All-Star Grateful Dead Jam Band
This 16-member a capella group, ages 14-18. is
                                                              As an expression of cultural joy, you can’t top an Irish
an inspiration for many young people, using a
                                                              wake. And what is a wake but a celebration—a toast
contemporary song list to make a cappella accessible
                                                              of appreciation—an expression of love—and a good
to audiences of all ages. ‘Til Dawn is widely recognized
                                                              party?
for exposing young audiences to this musical art, for
their vocal and performing abilities, and for impressing      So when eight top Bay Area musicians realized they
upon audiences the power, passion and capability of           shared as deep a love for the songs of the Grateful
youth. Youth in Arts is a non-profit organization that was    Dead as they did for traditional Celtic tunes, some
founded in 1970 in response to drastic reductions in the      brand-new music sprang up and started partying.
arts education budgets in public schools.                     Wake the Dead is a romp that flows seamlessly from
                                                              rock grooves to hot Irish reels, and from haunting airs
As a program of Youth in Arts, ‘Til Dawn performs
                                                              to achingly beautiful melodies familiar to Deadheads
regularly at public schools, benefits and a variety of
                                                              everywhere. “Sugaree” in waltz time, bracketed by an
community events, serving as an illustration of Youth in
                                                              ancient harp tune and infused with a poignant Celtic
Arts’ mission to expand the minds and open the hearts
                                                              longing. “Bertha” thundering out of “China Cat” on a
of children by enriching their lives with arts experiences.
                                                              mandolin tidal wave. The eerie lilt of the uilleann pipes,
In its sixteen year history ‘Til Dawn has appeared live
                                                              giving a glow to “Bird Song” as if it was always meant to
before 100,000+ people at over 300 events. They have
                                                              be there. Groove jams to keep the tie-dye swirling. Vocal
also sung live on KFOG 104.5 FM and KTVU’s “Mornings
                                                              harmonies that float like clouds. The music takes off,
on 2”. ‘Til Dawn has developed a repertoire that breaks
                                                              and the band follows, grinning all the way.
the boundaries between rock, pop, jazz, soul and R&B,
and provides an outlet for young people that celebrates       These aren’t worlds colliding—they’re worlds meshing,
the value of the arts and inspires children of all ages to    coalescing—creating a whole new world of possibility,
dream, create and reach out to others!                        and true to the spirits of the Grateful Dead and the
                                                              eternally hopeful Celts. Wake the Dead has wowed
                                                              concert and festival crowds from San Francisco’s Fillmore
                                                              Auditorium to the Oregon Country Fair. National radio
                                                              play and concert tapers are spreading the music wider
                                                              every day. The first album is a huge success, and the
                                                              second, Buckdancer’s Choice, is now everywhere on
                                                              Redwing Records. So kick back, join the party, and wake
                                                              the dead!
Networking Opportunities                   15
                                                                                                     dine arounds

Take advantage of our ever popular dine-arounds                 Dining Prices
from 7-9pm on Wednesday, April 28. Enjoy dinner                 For full menus and prices, be sure to check the
at a local restaurant with other Summit attendees!              restaurant website.
Sign-on to the Summit Network at http://                        Price scales for dine around restaurants are based on a dinner
summit2010.crowdvine.com/ to organize a group                   entrée item only.
for dining or check the registration bulletin board             $       Less than $10
for others looking to dine!                                     $$      $10.01-$20
Participants are responsible reserving space at the             $$$     $20.01-$30
restaurant and for the cost of their own meal. San              $$$$    Greater than $30
Francisco is full of wonderful dining options. Here you
will find a few recommendations within walking distance         MarketBar $$
of the hotel. Or, you can catch a trolley one block from        One Ferry Building, Suite 36
the hotel ($3 pp) to Pier 39 or Pier 41 and choose from         Phone: 415.434.1100 | http://www.marketbar.com
numerous eateries — a quintessential San Francisco
dining experience! For information about the Piers, and         Part of the recently renovated historic Ferry Building on
to see a list of dining and attractions, visit:                 The Embarcadero, offering a seasonal menu inspired by
                                                                the fresh produce at the farmers market.
http://www.pier39.com      &    http://www.pier41.com

Need help getting around? Be sure to check out San              Mexico DF $$$
Francisco’s trolley information at:                             139 Steuart Street
http://www.sfcablecar.com/                                      Phone: 415.808.1048 | http://www.mex-df.com
                                                                Mexico DF serves authentic Mexican cuisine prepared
                                                                with fresh, seasonal, often locally sourced and organic
          Summit 2010 Social Network                            ingredients. The DF designation (Distrito Federal)
         www.summit2010.crowdvine.com                           references the Mexico City culinary regionalism that the
                  expand your Summit networking.                menu showcases.
                   SEARCH
                     attendee photos & profiles                 Perry’s on the Embarcadero $$$
                       CONVERSE                                 155 Steuart Street
                        discussion board                        Phone: 415.495.6500 | http://www.perryssf.com
                         PLAN                                   Known for its classic American food, its warm
                         interactive calendar & activity wall   personable service and a fun, bustling bar.
                        Get connected. Stay connected.
                                                                The Plant Café Organic $$
                                                                Pier 3, Suite 108,The Embarcadero
                                                                Phone: 415.984.1973 | http://www.theplantcafe.com
                                                                Solar powered waterfront café and restaurant, 100%
                                                                organic ingredients, local farms. Fresh juices, salads,
                                                                sandwiches, pizza, sustainable food, organic poultry,
                                                                beer, wine, cocktails.

                                                                Waterfront Restaurant $$$$
                                                                Pier 7, The Embarcadero
                                                                Phone: 415.391.2696 (for reservations)
                                                                http://www.waterfrontsf.com
                                                                 Featuring fresh seafood and California cuisine. Zagat
                                                                “Restaurant of Distinction” award winner.
Leadership Awards              16


As part of our shared commitment to highlighting The following 2010 Leadership Awards will
exemplary practice, the Social Enterprise Alliance  be presented:
is pleased to present the 2010 Social Enterprise
Awards. These prestigious awards honor superior     The Social Enterprise Leadership awards (domestic
achievement, visionary leadership and high-         and international) are presented to the nominees who
impact innovation in social enterprise, and provide most clearly demonstrate the core characteristics of a
inspiring examples for the field.                   leader, including vision, courage, the ability to inspire
                                                             others, make good judgments and stay the course
What is a “social enterprise”?                               over time in leading and building an effective social
A social enterprise is an organization or venture that       enterprise.
achieves its primary social or environmental mission
using business methods.                                      The Social Enterprise Innovation award is presented
                                                             to the nominee(s) who has introduced a method of
Social enterprise includes both nonprofits and for-profits   advancing his or her primary social or environmental
that operate businesses to address critical problems         mission through entrepreneurial strategies that is
in the areas of education, environment, health, human        effective and genuinely unique, either not done before or
rights, at-risk youth, employment and workforce              not previously applied to social enterprise.
development, women’s economic empowerment, and
many others.                                                 The Next Generation Social Entrepreneur award
                                                             recognizes the outstanding work of a leading social
                                                             entrepreneur in the United States, aged 35 or under.
                                                             The selected individual will be a successful practitioner
                                                             whose contributions to the field of social enterprise
                                                             has had far reaching impact and is helping to define a
                                                             new generation of social entrepreneurs. For 2010, the
                                                             Alliance has chosen to present the award to two Next
                                                             Generation winners.




                                                                               Banquet Dinner &
                                                                          Leadership Awards Ceremony:


                                                                             Thursday, April 29,
                                                                               6:30-7:45pm
                                                                              Grand Ballroom
Leadership Awards               17


                       Leadership Award                                                      Leadership Award
                       (domestic)                                                            (international)
                       Barrie Hathaway                                                      Sunny Bhattacharjee
                       The Stride Center                                                    Technable Solutions Pvt. Ltd.
                       www.stridecenter.org                                                  www.technable.in
                         Barrie Hathaway is the                                              Sunny Bhattacharjee is Founder
                         Executive Director for the                                          Director of Technable Solutions Pvt.
                         Stride Center an Oakland                                            Ltd., a for-profit social enterprise
                         based workforce development                                         based in Kolkata, India. Technable
                         nonprofit organization providing                                    delivers an end-to-end solution
information technology career and job placement                        involving job opportunity awareness development,
assistance to extremely low income individuals with                    career counseling, employability assessment, training
barriers to employment. The Stride Center operates a                   needs analysis, need-based training and providing
social venture business, ReliaTech providing technology                employment linkage (in that order) to marginalized
consulting services to individuals and small to medium                 youth at an affordable price by forming an ecosystem
size businesses. A former supply chain management                      of corresponding stakeholders and thereby attempts
executive in the high technology sector, over the                      to address and resolve one of the most critical
last twenty-five years Mr. Hathaway has worked for                     problems facing India, unemployment. Prior to
computer and telecommunications firms including                        Technable, Sunny had 18 years of extensive experience
Sun Microsystems, Bay Networks and Marconi                             in Telecommunications and IT industries in the USA
Communications. Barrie is the president of the board of                spanning from hands on systems development and
directors for Care Through Touch, a homeless services                  solutions implementation to corporate management
nonprofit in San Francisco and president of the board of               and then entrepreneurship. Sunny started his
directors of the Community Technology Network of the                   entrepreneurial journey in 1994 in Richardson, TX. Since
Bay Area. In addition, he is an appointed member of                    then he has been in the boards of several start ups.
the Richmond Workforce Development Board. Barrie is                    Sunny holds an MS in Computer Science Engineering
alum of the Leaderspring Executive Fellows program and                 from the University of Texas at Arlington and a BS in
a graduate of the University of San Francisco where he                 Mechanical Engineering from NIT, Rourkela, India.
completed a B.S. in Organizational Development and a                   Technable’s mission is “Enabling People, Empowering
Master of Nonprofit Administration.                                    Business, Enriching Society”.


                        greening your conference.
                        SEA is working to be socially responsible by
                        reducing the environmental impact of the
                        Summit. Here’s what we’re doing this year:

                        • Full program book available online-only
                        • Attendee list & Summit Network provided
                        online for networking
                        • Conference materials in recycled folders
                        instead of tote bags
                        • Water carafes instead of bottled waters
                        • Name badges collected & reused
                        • Bed linens and towels replaced for guests
                        by request only
18

                         Innovation
                         Stacy Ratner                                                          Next Generation
                         Open Books Ltd.                                                       Jodi Rosenbaum
                         www.open-books.org                                                    More Than Words
                                                                                               www.mtwyouth.org
                           In 2006, Stacy Ratner founded                                        More Than Words
                           Open Books Ltd., a nonprofit                                         (MTW) is a social
                           social venture dedicated to                                          enterprise that
                           enriching lives through reading,                                     empowers youth who
                           writing, and the INNOVATIVE                                          are in the foster care
power of used books. Beginning in her basement, the                                             system, court involved,
organization set about collecting used books to sell        homeless or out of school, to take charge of their lives
in its retail bookstore and using the proceeds to help      by taking charge of a business. Jodi Rosenbaum piloted
fund its signature literacy programs for students of all    MTW as an online bookselling venture with a few
ages. Today, Open Books has grown to encompass 4            teenage boys in foster care in 2004, and then worked
signature programs, 10 program locations (including         with youth to launch and grow MTW into a vibrant retail
3 full classrooms at what the press has dubbed “the         and online bookstore, café and transformational vehicle
most beautiful bookstore in Chicago,”), 7,000 hours of      for youth that includes intensive case management and
annual program time, 4,000 students served, 3,000           transitions services. Jodi has over 14 years of experience
volunteers, 9 full-time staff, and more than 300,000        working with youth in the juvenile justice system, public
books put towards literacy instead of landfill. Prior to    schools and youth development field, including with
her work with Open Books, Stacy spent a decade as a         Teach For America. Jodi has a political science degree
for-profit serial entrepreneur and helped take 3 startup    from Emory University with a focus on juvenile justice
companies from idea through a combined total of $30         policy and a master’s in education in risk and prevention
million in committed venture funding. She holds degrees from Harvard. She has taken supplemental coursework
in literature and law from Brandeis University and          in Business and Social Enterprise at Harvard and MIT,
Boston College Law School, and a Certificate in Nonprofit and served as a guest speaker at Bentley and Babson
Management from Northwestern University’s Kellogg           Universities, the Social Enterprise Alliance, and Teach
School of Management. Stacy is a 7-time Winner of           For America conferences. She serves on boards of both
National Novel Writing Month and monitor for Blogathon, the Arlington Area and MA State Department of Children
and looks forward to welcoming all of you at Open           and Families as well as the MA chapter of the Social
Books when you visit Chicago!                               Enterprise Alliance. She was selected as the Advocate of
                                                            the Year by the MA Providers’ Council and MTW received
                                                            the People’s Choice Award at the 2007 SEA Conference,
                                                            and was selected as a Social Innovator in 2009 by the
                                                            Social Innovation Forum. Jodi is passionate about her
                                                            work and in her limited free time loves hiking with her
                                                            dog and husband.
Leadership Awards                19


                          Next Generation
                          Suzanne Smith
                          Social Impact Architects

                           Suzanne Smith defines her
                           career by being an “architect of
                           ideas.” Suzanne brings more
                           than a decade of experience at
                           not only generating innovative
                           ideas, but building successful
                           programs and initiatives within
the social sector. She started her career in government
relations for Phoenix House and the American Heart
Association. While at Phoenix House, she worked
closely with nonprofits and government organizations
in Dallas, Austin, and Houston/Galveston. While at the
Heart Association, she championed the early efforts to
build an integrated and outcome-driven platform that
endeavored to combat childhood obesity. In that role,
she co-founded the Alliance for a Healthier Generation
and worked on building strategic alliances with like-
minded organizations, such as the National Football
League, the Center for Disease Control and Prevention,
and the National Governors Association. In addition
to a love for the nonprofit sector, she also has an MBA




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from Duke University’s Fuqua School of Business where
she was the CASE (Center for the Advancement of
Social Entrepreneurship) Scholar. Before starting Social
Impact Architects, she was a Senior Consultant with the
Washington DC-based firm, Community Wealth Ventures.
She was recently awarded a research fellowship at the
Center for the Advancement of Social Entrepreneurship
at Duke University and was selected into the prestigious
                                                               to Social Change
Society of Organizational Learning (SoL) founded by                  Subscribe to Stanford Social
Peter Senge.                                                         Innovation Review, the premier
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Education
Education          22
                                                                                       pre-conference workshops

Build Your Venture from the Mission Up!                            Is it Right For You? An Introduction to Social
Wednesday April 28, 12:30pm-5:30pm                                 Enterprise
Location: Golden Gate                                              Wednesday April 28, 1-4pm
Price: $269 SEA Members, $299 for all others                       Location: Seacliff D
Note: you must register for this workshop through Criterion        Price: $40 SEA Members; $45 for all others
Ventures website:
http://criterionventures.com/ht/d/sp/i/2108/pid/2108               With the momentum for social enterprise growing locally,
(lunch is included)                                                nationally and around the world, how do you know if
                                                                   it’s right for you and your organization? This interactive,
Structure Lab is an easy-to-engage, day-long process
                                                                   three-hour workshop will:
that helps social ventures take advantage of innovations
in capital formation, revenue streams, corporate forms,            • Provide an overview of key concepts and current trends
and independent regulation to promote and protect                  in social enterprise
values and mission. Click to experience the Structure              • Help you clarify your goals in exploring social
Lab. With support from Hanson Bridgett LLP, Criterion              enterprise
designed Structure Lab to explore the range of legal               • Assess your current readiness and capacity to launch
structures available for your venture, whether it’s still on       a successful social enterprise
the drawing board or poised for growth. Come create                • Identify potential opportunities that build on your
the optimal legal structure for your social venture to             resources and strengths
thrive.                                                            • Avoid the most common challenges
Facilitator: Jackie VanderBrug, Criterion Ventures                 • Develop an action plan of next steps for your
                                                                   organization
Are We Making a Difference? Exploring
                                                                   Participants will leave with a toolkit for further
Social Impact Measurement and                                      exploration of social enterprise. Included with the
Evaluation                                                         workshop is a one-hour free follow-up phone
Wednesday April 28, 1pm - 4pm                                      consultation with the facilitator for individuals and
Location: Seacliff C                                               organizations who want to further explore their
Price: $50 SEA Members; $55 for all others                         readiness.
(This workshop has a minimum requirement of 40 participants)
Increasingly, social enterprise organizations are                  Previous participants who are new to social enterprise
being asked to provide more than outputs when                      have described this workshop as an ideal introduction to
communicating the effects and impacts of their work.               the conference, helping them to select the sessions that
This shift to collecting data on outcomes presents many            will be of most value in moving their work forward.
new opportunities as well as challenges. Understanding             Facilitated by: Janine Vanderburg, J.D., President, JVA
how an organization is making progress towards its                 Consulting, and Regional Facilitator for the National Center for
goals, is critical for obtaining funding, being competitive,       Social Entrepreneurs. She has facilitated this pre-workshop
and making adjustments to their strategy. Participants             session at the two past SEA conferences.
will learn new ways of designing and implementing a
measurement and evaluation system that produces
meaningful, timely, and actionable information for
multiple stakeholders. Content includes definitions of
terms and concepts, theory of change and logic models,
overview of performance measurement and evaluation
approaches, developing strategic evaluative questions,
and an introduction to various data collection methods
and reporting strategies.
Facilitators: Hallie Preskill, Ph.D., Executive Director of the
Strategic Learning and Evaluation Center
Jennifer Splansky, Senior Consultant, FSG Social Impact Advisors
Education         23
                                                                                    social enterprise tours
See social enterprise at work in San Francisco
and the Bay Area! On-site registration available            Tour 2 | continued
if space allows — check at the conference
                                                            Brower Center, one of the Bay Area’s most advanced
registration desk. Tours leave from the hotel lobby
                                                            green buildings, is an inspiring home for environmental
on time.
                                                            and social action, combining both offices and program
                                                            facilities in a 50,000 square-foot space.
Tour 1 | Wednesday April 28, 9-12pm
Price: $50                                                  Rubicon Bakery is one of the most well known
 Ashbury Images rebuilds lives one shirt at a time by       examples of social enterprise in action. Rubicon Bakery
 providing paid employment, job training, and supportive    has been providing jobs, training, and hope to those in
 services to at-risk youth recovering from poverty,         need since 1993 through the operation of a wholesale
 substance abuse and homelessness. Ashbury Images is        bakery specializing in all natural, handcrafted desserts.
 part of New Door Ventures, a youth development social      Rubicon Bakery is based in Richmond, California, one of
 enterprise                                                 the most economically challenged neighborhoods in the
.                                                           San Francisco Bay Area. With a wide range of delicious
 Global Exchange is a membership-based international        products including cakes, tarts, marshmallows, and
 human rights organization dedicated to promoting           other confections, it serves premium customers such
 social, economic and environmental justice around the      as Williams-Sonoma, Whole Foods, Costco, Andronico’s,
 world.                                                     and numerous independent grocery stores.

Pedal Revolution provides employment and job training
for at-risk youth in San Francisco who are taking steps         ChangeMatters is committed to a world of vibrant,
to improve their lives. It is one of only a few bicycle         sustainable, just, and inclusive communities. We
shops in the United States providing employment, job            help build social enterprises through advocacy,
training, and hope to young people. With the training           stakeholder organizing, strategic planning,
and guidance of professional mechanics, youth interns           marketing, fundraising, executive coaching, board
help assemble new bikes and help refurbish used bikes.          development, startup, venture management, and
Pedal Revolution is a social enterprise of New Door             performance measurement.
Ventures.
                                                                Combining small business skills with nonpro t and
                                                                public sector experience, we develop and strengthen
Tour 2 | Wednesday April 28, 10 am-3 pm                         enterprises that promote social, economic, and
Price: $75 (box lunch included)                                 environmental equity.
People’s Grocery is a community-based organization
                                                                Our clients and partners include public and private
in West Oakland that develops creative solutions to the         sector organizations working on sustainability,
health problems in the community that stem from a               community economic development, arts and
lack of access to and knowledge about healthy, fresh            culture, and international development. We have
foods. Their mission is to build a local food system that       raised over $65 million for nonpro ts; started,
improves the health and economy of the West Oakland             turned around, grown, or closed out a handful of
community.                                                      social enterprises; and have trained and advised
                                                                leaders in hundreds of organizations. Venture
GRID Alternatives has a mission is to empower                   entrepreneurs and management consultants, we
communities in need by providing renewable energy               work with passionate leaders to strengthen
and energy efficiency services, equipment and training.         organizations and achieve meaningful change.
Since 2001, GRID Alternatives has been working to bring
the power of solar electricity and energy efficiency to
low-income homeowners, and to provide community                 www.changematters.com
members with training and hands-on experience with
renewable energy technologies.
Stanford University Summit Program
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Stanford University Summit Program

  • 1. SAN FRANCISCO, CA APRIL 28-30, 2010 New APPROACH New eCONOMY Realizing the Potential of Social Enterprise
  • 2. 1 Welcome to San Francisco and the Social Enterprise Summit! And welcome to this historic confluence of North For more than a decade, the Social Enterprise Summit American and international social enterprise. Three has been the nexus of the movement in the United years ago a global steering committee set out to stage States and Canada, a gathering place for the pioneers a series of international social enterprise forums rotating in the field. The Social Enterprise Alliance itself has through five different continents from 2008 through grown from a fledgling organization into the voice of 2012, and this year is our turn. We are honored to be the industry across 50 states and 10 provinces. More co-hosting the 11th Social Enterprise Summit and the 3rd than 5,000 people have attended our annual events Social Enterprise World Forum this year in San Francisco and participated in more than 500 plenary sessions and – and we are delighted that you are here to join us! workshops. The theme for this year’s expanded event is “New But our work has just begun. We’ve expanded our Approach, New Economy: Realizing the Potential of offerings this year to reflect the international nature of Social Enterprise” – and it’s appropriate for such an the industry, with numerous speakers from around the exciting time in the evolution of our field. As the current globe. And we’ve divided our breakout sessions into five and incoming Chairs of the Social Enterprise Alliance distinct tracks to provide the type of experiences you’ve Board of Directors, we find ourselves looking back at requested over the years. more than a decade of growth – and forward toward a boundless horizon. Social enterprise is no longer an Perhaps the most important part of this gathering is the isolated experiment: It has moved into the mainstream chance to meet like-minded social entrepreneurs from across the globe. For-profit and nonprofit social around the world. To celebrate our successes, learn enterprises are proliferating; the public sector is paying from each other (and from our failures), and renew our attention to our brand of social innovation; academic efforts to heal the world. Please take the time to use the institutions are offering courses and degree programs; networking opportunities we’ve built into the Summit to social investors are knocking at the door; the media has introduce yourself to as many of them as possible. Share enhanced its coverage; and a rising generation of young confidences. Forge alliances. Build the eco-systems we people is energizing the field. need to take the industry to scale during the second decade of the 21st century. None of you would be here unless you believed in your heart and soul that social enterprises can simultaneously So: Have fun, enjoy the city and cherish the camaraderie and successfully pursue social purpose and financial of your friends and allies. Then return to the trenches, viability. The social needs we are facing worldwide are fortified, and keep making this world a better place! not new, just more pressing than ever before, but the old models are not keeping pace. Traditional businesses do what they can through their efforts at corporate social responsibility, but they rarely address social needs through their products and services. Nonprofits struggle to survive, beset by a pincer movement of rising costs, diminishing resources, increased needs and a clamor for results. Public sector resources in even the wealthiest of countries are being strained by one economic crisis after another. But social enterprises offer new hope: They have proven to be one of the most promising ways to grapple with the challenges confronting our planet and its people, Jim Fruchterman, Bill Strathmann, whether it be a $400 million social enterprise in Chair (2008-2010) Chair (2010-2012) Bangladesh or a $30,000 social enterprise in Tulsa. You have been out there on the streets proving that it works — and many, many others are joining our ranks.
  • 3. Strengthen Better communities world today. tomorrow. Citi is proud to support Social Enterprise Alliance’s 2010 Social Enterprise Summit. We commend Social Enterprise Alliance and its members for their commitment to helping build and revitalize communities. © 2010 Citigroup Inc. Citi and Arc Design is a registered service mark of Citigroup Inc. Citi never sleeps is a registered service mark of Citigroup Inc. 625757 Social Enterprise Alliance Ad.indd 1 3/19/10 1:10:15 PM
  • 4. Thank You to Our Sponsors Acknowledgments 3 Social Enterprise + World Forum Summit Steering Committee Consortium Members Summit Partner Jerr Boschee, Anne Wunderli (Chair), Pine Street Inn Social Enterprise Alliance, USA Tom Triplett (Vice-Chair), David Brookes, Fieldstone Alliance Managing Director, Social Traders Gordon Floyd (past-Chair), Ethel Côté, Childrens Mental Health Ontario Canadian Centre for Community Renewal/Social Enterprise Council of Canada, Canada Rick Aubry, Summit Supporter Rubicon National Social Innovations Lee Davis, David LePage, NESsT, Central Europe Enterprising Nonprofits (Canada) Nicole Etchart, Gerry Higgins, NESsT South America CEIS (Scotland) Gerry Higgins, Daniel Stokes, CEIS, Scotland Fair Trade USA Peter Holbrook, Marc Spencer, UK Social Enterprise Coalition, UK (Host Committee liaison) Policy Track & Scholarships Claire Kearney, Juma Ventures Social Ventures Australia, (Australia) Summit Host Committee Marc Spencer (Chair), David Lepage, Juma Ventures Enterprising Nonprofits, Canada Antonio Aguilera, Jan Owen, CVE Inc. Executive Director, Social Ventures Australia Paul Lamb, Peter Stadler, ZeroDivide Director, Fachberatung für Arbeits- und Finance Track Firmenprojekte gGmbH Rob Wexler, Adler Colvin Susan Steinman, in partnership with the Orange University of Johannesburg, Jan Cohen, South Africa Consulting & Training for Nonprofits County Community Foundation Board Members C.J. Hayden, Wings for Business Jim Fruchterman, Chair Social Enterprise Showcase & Reception Benetech Jenny Kassan, Katovich Law Group Bill Strathmann, Vice Chair Network for Good Steve Hon, Buckelew Julann Jatczak, Secretary Wisconsin Women’s Business Initiative Corporation Shelley Norris-Alvarez, Buckelew General Support Kevin Lynch, Treasurer Summit Program Committee Rebuild Resources, Inc. Jack Glade (co-Chair), Keith Artin, Tutorial Center Triangle Residential Options for Substance Abusers, Inc. (“TROSA”) Sonia Pouyat (co-Chair), kidsLink Tony Deifell, KaBOOM! Cecily Jackson, Esq. Tamra Ryan, Gordon Floyd, Women’s Bean Project Thursday Plenary & Banquet Children’s Mental Health Ontario Suzanne Smith, Marc J. Lane, Social Impact Architects Marc J. Lane Wealth Group Norma Strachan, Kevin McQueen, Aspect Brody Weiser Burns Lisa Watson, Tim Robinson, Downtown Women’s Center UPS Social Enterprise Angels Forum Staff Jim Schorr, Vanderbilt University Jerr Boschee, Interim President/CEO Tom Triplett, Fieldstone Alliance Paulina Migalska, Community and Event Coordinator Anne Wunderli, Pine Street Inn Sarah Park, Communications Specialist Leadership Awards Committee Lorraine Grogan Media Partners Anne Wunderli, Pine Street Inn Global Account Executive, ConferenceDirect® Cynthia Russell, Krista Powell, Connecticut Housing Investment Fund Summit Registration Coordinator Caryn Capriccioso, Corinne Gray, interSector Partners, L3C Summit Marketing Specialist Drew Tulchin, Ronia Holmes, Social Enterprise Associates Summit Marketing Specialist David Carleton, Megan Murphy, FareStart/Kitchens with Missions Summit Marketing Specialist
  • 5. Contents 4 1 | Welcome 3 | Acknowledgments 5 | Information 6 History of the Social Enterprise Alliance 7 Defining the Movement 8 Hotel Floorplan 9 Schedule 10 Exhibitors 12 | Networking Opportunities 13 Happenings at the Summit + Forum 13 Opening Showcase & Reception 13 Social Enterprise Alliance Membership Meeting 13 Chapter & Affinity Group Meetings 14 Summit + Forum Entertainment UPS is proud to support the 15 Dine Arounds Social Enterprise Alliance. 16 | Leadership Awards 21 | Education 22 Pre-Conference Workshops 23 Social Enterprise Tours 26 Succeeding at Social Enterprise, the new book from the Social Enterprise Alliance 27 Book Sales 30 Keynote Speakers 31 Plenary Panels 35 Social Enterprise Angels Forum 36 Session I 38 Session II 40 Session III 42 Session IV 44 Session V Stay current on all Summit + Forum happenings: Fan Page: Social Enterprise Alliance hashtags: #socent10 and #socent Group: Social Enterprise Alliance community.ups.com sea-alliance.blogspot.com © 2009 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved. Group: Social Enterprise Alliance
  • 7. History of the Social Enterprise Alliance 6 In 1998, six nationally known advocates of social We see social enterprise as a primary engine for entrepreneurship convened a “gathering” in Colorado creating a more sustainable world that works to support Springs of people interested in the field. Innovators and all people, communities and the environment. leaders who previously had operated in isolation came together for the first time to discuss best practices, share Social enterprise has an important role to play in knowledge and advocate for a National agenda. At strategies for addressing a number of social and the 2nd National Gathering, attendees voted to create economic policy issues. an association to build support for the social enterprise approach, and the Social Enterprise Alliance (SEA) was SEA engages its community of established enterprises born. with a robust advocacy strategy to help policy-makers understand the importance of social enterprise as a tool Since its inception, SEA has served as North America’s for tackling key social challenges and to design relevant leading association for the field. Our members are policies and initiatives. motivated above all else to improve society using the tools of business. During our existence, we have SEA also enlists supporters within the field, including seen a radical positive shift in public interest in social funders, lenders, social capital investors, educators, entrepreneurship. researchers and technical assistance providers to engage in this vital agenda and to help us shape a Our ultimate vision is that one day, businesses created conducive business and political climate in support of to advance a social mission comprise a significant social enterprise. portion of the total number of businesses started and operated. help accelerate the transition to a more sustainable world. The Social Enterprise Alliance is building the largest community of organizations advancing social or environmental missions using business methods. join the movement Become an SEA member during the Summit and get 10% o . Be sure to sign up at the SEA exhibit table! After the Summitt, sign up at: www.se-alliance.org.
  • 8. Defining the Movement 7 answering questions about social enterprises What is a social enterprise? Why do people launch social enterprises? A social enterprise is an organization or venture that Many nonprofit organizations see social enterprise achieves its primary social or environmental mission as a way to reduce their dependence on charitable using business methods. The social needs addressed by donations and grants while social enterprises and the business models they use are others view the business as diverse as human ingenuity. Social enterprises build a itself as the vehicle for more just, sustainable world by applying market-based social change. Whether Download a timeline of key strategies to today’s social problems. structured as nonprofits events in the evolution of the or for-profits, social social enterprise sector: What is the Social Enterprise Alliance? enterprises are simply www.se-alliance.org/ launched by social The Social Enterprise Alliance is the only member evolution.pdf entrepreneurs who want organization in North America to bring together the to improve the common diverse field of social enterprise. It serves as advocate good and solve a social for the field, hub of information and education, and problem in a new, more lasting builder of a vibrant and growing community of social and effective way than traditional approaches. They enterprises. are conceived and operated by visionary entrepreneurs who recognize potential where others may not see it Are all social enterprises nonprofits? and who apply discipline, pragmatism, courage and The social enterprise movement includes both nonprofits creativity to pursue their solution in spite of all obstacles, that use business models to pursue their mission and toward a world that is more abundant, secure and for-profits whose primary purposes are social. Social inclusive for all. mission is primary and fundamental; the organizational form depends on what will best advance the social mission. Your social enterprise needs a business plan. Where do “social entrepreneurs” fit in? You need Business Plan Pro. Social entrepreneurs are individuals who pursue opportunities to create pattern-breaking change in inequitable systems, whether through social enterprises Business Plan Pro® Social Enterprise Edition or other means. SOFTWARE FEATURES What about corporate social responsibility? More than 500 Sample Plans Over 8000 Industry Ratio Reports Many companies whose primary purpose is to create EasyPlan Wizard® value for ownership are also committed to adopting a Print to PDF, MS Office, or your printer wide range of socially and environmentally responsible Customized instructions while you write your plan practices in their operations. Because their social Built-in Spell Check, Search & Replace, Enhanced Text missions are not primary, they are not considered social Editing and more enterprises. Integrated financials for running “What-if?” scenarios Vista Compatible What are the kinds of business models that social enterprises use? Visit our exhibition table for a demo! Social enterprises use an array of business models SEA Members: $174 for the common good, including: retail, service and Regular: $199 manufacturing businesses that help people overcome Order online: www.se-alliance.org employment barriers; contracted providers of social and Or call: 877.886.0998 human services; fee-based consulting and research services; community development and financing operations; and even technology enterprises.
  • 9. Hotel Floorplan 8 ATRIUM LEVEL San Francisco 5 Embarcadero Center San Francisco, CA 94111 Phone: 415.788.1234 Bay Level Atrium Board Room A Seacliff A/B Seacliff C Seacliff D Golden Gate Marina Bayview A STREET LEVEL Bayview B PACIFIC LEVEL Grand Foyer: REGISTRATION & EXHIBITS Market Street Foyer: NETWORKING AREA & EXHIBITS Regency A: SEA OFFICES Grand Ballroom Pacific B/C Pacific N/O Pacific L/M
  • 10. Schedule 9 For complete details about every event please see our online program SeSSION TRACk keY i Investment & finance Booklet at: h t t p : / / w w w. s e - a l l i a n c e . o r g / s u m m i t _ 1 0 p r o g r a m . p d f m Models & Strategies progrAm SCHeduLe p Policy & Advocacy san Francisco, ca L Leadership development & education APRIL 28-30, 2010 C Communications & Storytelling Tuesday, april 27 1:00pm–5:30pm Finding Common Ground: Job Creation and/or L preview the new recruits documentary golden gate Job Training Social Enterprises* i social enterprise angels Forum Bayview B 12:00pm-6:00pm Social Enterprise World Forum Meeting* m the dc central kitchen growers consortium – a new way to Fish seacliFF d i tools for Financing social enterprises paciFic l/m Wednesday, april 28 * invitation only m using technology to scale: success stories in Bringing transparency to global value chains seacliFF c REGiSTRaTion dESk opEn 7:00am–7:00pm 9:00am–12:00pm Tour Package 1 — ashbury images, Global Exchange, 4:00pm–4:15pm transition time pedal Revolution 4:15pm–5:15pm Keynote SpeAKer: Chip Heath, co-author of switch: 10:00am–3:00pm Tour Package 2 — people’s Grocery, GRid alternatives, how to change things when change is hard grand Ballroom Brower Center, Rubicon Bakery 5:15pm–6:30pm Break 12:30pm–5:30pm Pre-conference Build Your Venture from the Mission Up! GoldEn GaTE 6:30pm–7:45pm BAnquet dinner & LeAderSHip AwArdS grand Ballroom 1:00pm–4:00pm Pre-conference are We Making a difference? 7:45pm–8:45pm pLenAry pAneL — shaping a new economy Exploring Social impact Measurement and Evaluation SEaCliFF C (what are we aiming for?) grand Ballroom 1:00pm–4:00pm Pre-conference is it Right For You? 8:45pm –11:30pm SoCiAL enterpriSe Summit pArty featuring “wake an introduction to Social Enterprise SEaCliFF d the dead,“ a celtic all-star grateful dead Jam Band Bayview a/B 1:00pm–4:00pm Tour Package 3 — Community Housing partnership , CVE, Mission pie, Treasure island (Toolworks) 1:00pm–4:00pm SEa Board Meeting BoaRd RooM a fRIdAY, APRIL 30 registration open 7:30am–1:00pm. exhiBits open 8:00am–4:00pm. 5:00pm–7:00pm Social EnTErPriSE ShowcaSE & rEcEPTion aTRiUM 7:30am–9:00am continental Breakfast grand Ballroom 7:00pm–12:00am Young professionals party offsite 7:30am–8:30am chapter and affinity group meetings grand Ballroom 7:00pm dine-arounds offsite 8:30am–9:00am membership meeting/networking grand Ballroom 9:00am–10:00am BReAkOUT SeSSIONS IV Thursday, april 29 p assessing impact for investing public Funds in social enterprise seacliFF a/B REGiSTRaTion opEn 7:00am–7:00pm. ExHiBiTS opEn 8:00am–4:30pm. i Burning a hole in the Fog – shedding light on the avant-garde 8:30am–9:45am Opening plenary Catalyzing the Field (How does the public legal structures for social enterprises Bayview B sector support social enterprise in the United kingdom, L “coming up For air” how to work smarter, not harder, to advance Canada and the United States?) GRand BallRooM your organization marina 9:45am–10:00am Transition Time m design and test your Business model Before you plan your Business Bayview a 10:00am–11:00am BreakOuT sessiOns i i innovative models for scaling social enterprise paciFic l/m c Building Buzz for Your Social Enterprise: low-Cost, High-impact C kitchens with mission – how to document and share a Marketing SEaCliFF a/B successful social enterprise model paciFic n/o i disruptive philanthropy: Empowering individuals & Crowds paCiFiC n/o i social enterprise angels Forum seacliFF d M localizing Enterprises internationally: How Context Matters in the m social enterprises in africa seacliFF c Replication and international Transfer of Social Enterprises GoldEn GaTE i social enterprise loan Funds expedite private Financing paciFic B/c P purposeful purchasing: new Market opportunities for Social Enterprise Through procurement BaYViEW a C stories from australian social enterprises: key learnings from the Journeys of practitioners golden gate i Recycling your Economic Model for new Growth SEaCliFF C 10:00am–10:30am transition time M Screening and Selection for Strategic Success paCiFiC l/M 10:30am–11:30am BReAkOUT SeSSIONS V i Social Enterprise angels Forum BaYViEW B L developing a career in social enterprise golden gate M Social Enterprise in Emerging Markets MaRina m seven strategic Blunders: why social enterprises Fail and M Think about it Early: legal and Tax Basics for Social Enterprise paCiFiC B/C entrepreneurial nonprofits stumble Bayview a l Transforming dreams into action: Young Social Entrepreneurs SEaCliFF d L social enterprise and corporate partnerships paciFic n/o 11:00am–11:30am Transition Time i social enterprise angels Forum seacliFF d 11:30am–12:30pm BreakOuT sessiOns ii m social enterprises in the middle east & north africa marina P Can You Hear Me now? influencing policymakers to Hear Your Call p state and local government efforts to support social enterprise for increased Support paCiFiC n/o & social innovation paciFic l/m l Good Board Governance – an aspect of Risk Management SEaCliFF d i sustainable impact investing exchanges paciFic B/c M Green Business, Worker Co-ops, anchor institutions, and C track and express your success using leading edge technology tools Bayview B Social Enterprise: the Cleveland Experience MaRina m where to Begin: the use of collaboration in social enterprise, M Growing Your Social Enterprise: Business planning BaYViEW a tools for complex environments seacliFF a/B c income & outcomes: innovative data Management, Metrics and m youth-based ventures from around the world seacliFF c Models for SE’s paCiFiC l/M 11:30am–12:00pm transition time M Recycling Ventures SEaCliFF C 12:00pm–1:00pm lunch grand Ballroom M Social Enterprise in South East asia GoldEn GaTE 1:00pm–1:45pm Keynote SpeAKer: dan pallotta (thinking different: how does i The l3C: Social Enterprise’s powerful, new Capital Formation Tool paCiFiC B/C the way we’ve been taught to think about charity and social i To profit or not to profit: Methods of assessing Financial change stand in the way of the causes we love?) grand Ballroom profitability of SE’s BaYViEW B 1:45pm–2:45pm pLenAry pAneL — thinking Bigger (what does “scaling” l What’s Hot & Why You Should Care: an ignite-Style overview of really mean?) grand Ballroom Hot Trends impacting Your Social Enterprise SEaCliFF a/B 2:45pm–3:00pm pASSing tHe BAton 4th social enterprise world Forum, south 12:30pm–1:30pm lunch/WOrld café aTRiUM africa; social enterprise summit 2011, chicago, il grand Ballroom 1:30pm–1:45pm Transition Time 3:00pm–3:30pm Break 1:45pm–2:45pm PlEnary PanEl – Engaging all Sectors (Can systems thinking 3:30pm–6:30pm sea Board meeting Board room a help us gain traction?) GRand BallRooM 3:30pm–6:00pm Tour Package 4 — glide memorial church, yo! 2:45pm–3:00pm Transition Time youth outlook, delancey street Foundation 3:00pm–4:00pm BreakOuT sessiOns iii 3:30pm–6:00pm Tour Package 5 — renaissance entrepreneurship center, M Build a Venture in 60 Minutes – Strategies for proof of Concept, reliatech, goodwill networking and Early Funding BaYViEW a 6:00pm Tour Package 6 — Baseball and social enterprise P Creating an Enabling policy Framework for Social Enterprise paCiFiC n/o l Entrepreneurial Thinking: it’s an organizational Cultural Thing SEaCliFF a/B SATURdAY, MAY 1 c Happily Ever after: The art of Cause Storytelling MaRina california sage competition oFFsite c Measuring Social Return on investment: a Case Study on seattle social enterprise visit program (may 1-4) oFFsite Using this Tool. paCiFiC B/C 2010Summit_MiniBroch_4.25x6-PREFERRED_edited.indd 2 4/8/10 8:16 AM
  • 11. Exhibitor Spotlight 10 booths are open Thursday 29, 8am-4:30pm & Friday 30, 8am-4:00pm Stanford Social Innovation Review Nonprofits’ Insurance Alliance of California ssireview.org insurancefornonprofits.org SSIR is an award-winning journal for executives at The Nonprofits Insurance Alliance Group is composed of nonprofits, foundations, and socially responsible four distinct 501(c)(3) nonprofit organizations that provide businesses. Published by the Center for Social a broad range of reasonably priced liability insurance Innovation at the Stanford Graduate School of Business, coverages to other 501(c)(3) nonprofit organizations. The SSIR bridges theory and practice, providing innovative Group includes the Alliance of Nonprofits for Insurance, solutions to social problems. Risk Retention Group (ANI), and Nonprofits’ Insurance Alliance of California (NIAC). NIAC and ANI work FeelGood exclusively through insurance brokers. Please visit www. feelgoodworld.org insurancefornonprofits.org. FeelGood transforms students into life-long Changemakers. Our mission: End world hunger in Partners for Change, Inc our lifetime. Our process is simple: a grilled cheese partnersforchange.net sandwich. FeelGood empowers college students to run Partners for Change provides tools and solutions for non-profit Delis on their campuses, specializing in grilled nonprofits to build capacity and operate more effectively. cheese sandwiches. At these Delis, students develop the We are authorized distributors for a new, affordable skills necessary to run a business and initiate dialogue web-based application called TouchStone for Nonprofits. about hunger, and our responsibilities as global citizens. This innovative software provides all the knowledge, structure and system solutions necessary to build a IdeaEncore Network strong, efficient, and sustainable organization. Come ideaencore.com visit us and discover how to take your nonprofit “to the clouds”! IdeaEncore Network (www.ideaencore.com) is an online learning marketplace (like eBay or iTunes) for nonprofits, social enterprises and those who support them to share, Practice Pay Solutions sell, and buy all types and forms of practical knowledge practicepaysolutions.com and information assets— including ready-to-use tools, Practice Pay Solutions provides a complete suite templates, training content, policies, procedures and of ePayment and eCommerce tools to simplify plans and automate day-to-day business. Thousands of professionals accept credit cards, operate an online Meridian University cart and maintain a dynamic web presence with our MeridianUniversity.edu services and support. Through the latest technology and education, we fulfill your operational demands while Meridian University offers Bachelor’s Completion and ensuring the success and sustainability of your practice. Graduate Degree Programs that educate students www.practicepaysolutions.com to engage the professions of Psychology, Business, Education, and the Arts in creative and transformative ways. These degree programs provide a cumulative, RainWorks OmniMedia LLC emergent, and integrated curriculum, empowering rainworksomnimedia.com the student’s transformation both personally and RainWorks OmniMedia LLC is a producer of traveling professionally. Meridian offers its Bachelor’s, Master’s, museum exhibitions for science and natural history and Doctoral programs in two formats: Residential and museums, and events for the parent and teen markets. Hybrid learning format. This benefit company aims to make rain for girls literacy and clean water programs in Asia and Africa through its benefit recipients: Room To Read, CAMFED USA, water.org, Charity: Water and Action Aid. www. rainworksomnimedia.com
  • 12. Exhibitor Spotlight continued 11 booths are open Thursday 29, 8am-4:30pm & Friday 30, 8am-4:00pm Rebuild Resources, Inc. The npEnterprise Forum rebuildresources.com npEnterprise.net Rebuild Resources produces a full line of custom npEnterprise is the official listserv partner of the Social apparel and branded promotional items such as Enterprise Alliance. With almost 7000 subscribers logoed t-shirts, polos, hats, tote bags, pens, mugs, flash worldwide, npEnterprise has become the leading online drives and awards. Our businesses provide transitional resource where nonprofit managers go to discuss and employment for people recovering from chemical learn more about earned income strategies. It has been dependency and serve as the economic engines which highlighted in major publications including the Chronicle sustain our growth. of Philanthropy and the Stanford Social Innovation Review. It is owned and operated by Rolfe Larson The Coaches Training Institute Associates (www.RolfeLarson.com); the moderators are thecoaches.com Rolfe Larson and Michael Whitehead-Bust. Changing People Changing Business Changing Lives... Care2 Engaging in powerful conversations, creating care2.com alignments, and working in collaboration to inspire staff With over 12 million members, Care2 is the largest and grantees are cornerstones to CTI’s groundbreaking online social network for people who want to “make Co-active coach and leadership skills model-- taught a difference.” Care2 is a preferred vehicle for social globally in 14 countries and internally in nonprofits and enterprises seeking to engage with conscious Fortune 100 corporations. Experience the CTI difference consumers, especially civically active, well-educated women whose purchases and donations support the Third Sector Foundation Uganda environment, human rights and other causes. Third Sector Foundation is an apex body that promotes social economy by providing a range of Social Aperio Enterprises that includes Sales and Marketing of social aperio.us enterprise products such as arts and crafts there by Aperio is a management consulting firm based in the creating enterprise, employment and empowerment of U.S. and Canada that works exclusively with the social many underivested and underprivileged communities in sector. Our objective is to enable our clients to recognize Uganda. their most important challenges and opportunities, and create and implement strategic solutions to address Social Enterprise Alliance them. Aperio’s services include strategic planning, San Francisco Bay Chapter partnerships and social entrepreneurship. Our clients The SF Bay Chapter of the Social Enterprise Alliance was are non-profit organizations, charities, government officially established in November 2009 with the goals agencies, associations, foundations, and social purpose of: providing value to Bay Area social enterprises and for-profit companies. SF Bay Chapter members, being the go-to resource for those involved in social enterprise in the Bay Area and supporting advocacy for social enterprise. We invite you to take full advantage of the educational, networking and information exchange available to you as a member of our SEA chapter and to get more involved by joining our Google Group (http://groups.google.com/ group/sea-sfbay) and/or by volunteering to serve on a committee. With your collaboration and contributions, the SEA San Francisco Bay Chapter is defining the movement and building the field, starting right here in the Bay Area.
  • 14. Networking Opportunities 13 happenings at the Summit + Forum The Summit was designed to provide plenty of Rubicon National Social Innovations networking opportunities so you can make new Happy Hour friends and find new colleagues. Take advantage Wednesday, April 28, 7pm-9pm of Summit meals, transition times, social events, Location: 848 Folsom St, Suite 201, SF and offsite happenings to connect with the people Join us to mingle with friends old and new and enjoy you’ve been wanting to meet. scrumptious food and drinks from two of the Bay Area’s premier social enterprises: Fresh Starts Catering, a Social Enterprise Showcase & Opening program of Homeward Bound of Marin, and Rubicon Bakery. Space is limited. Please RSVP by Friday, April 23rd, Reception to RNSI@rubiconnational.org. Wednesday, April 28, 5-7pm Location: Atrium Lunch/World Café The SEA - San Francisco Chapter is hosting the Summit Thursday, April 29, 12:30-1:30pm 2010 + World Forum kick-off event with a special reception Location: Atrium featuring exhibits of social enterprises. During the We are pleased to introduce this semi-structured reception, community leaders and conference attendees opportunity for conference attendees to further connect are invited come see the breadth of the social enterprise with speakers and one another over lunch around each movement. Organizations will be displaying and sharing of the conference tracks: Investment & Finance, Models & information and networking about their social ventures Strategies, Policy & Advocacy, Leadership Development & at tables in the atrium lobby of the Hyatt. The Showcase Education and Communications & Storytelling. will feature brochures, photos, table top exhibits, and other illustrations of products and services from these Social Enterprise Summit Party social ventures. In keeping with the Showcase theme Thursday, April 29, 8:45-11:30pm of “I left my heart in San Francisco”, attendees will get to Location: Bayview A/B vote for exhibiting organizations who best epitomize the Featuring “Wake the Dead,” a Celtic All-Star Grateful Dead following categories with their ventures: Most Innovative, Jam Band! See the next page for more information about Best Marriage of Mission and Money, Overall Sweetheart “Wake the Dead” and other Summit entertainers! (favorite) and Most Likely to Succeed. Light hors d’oeuvres and cash bar will be provided. Chapter & Affinity Group Meetings Friday, April 30, 7:30-8:30am Young Professionals Party Location: Grand Ballroom Wednesday, April 28, 7pm-12am Find other social enterprise leaders and supporters in Location: Temple Nightclub your area! We’ll help you find your nearest SEA Chapter or Join other young professionals for a party to celebrate meet with others from your community who may want to Social Enterprise! Come party with students and young form a networking group. professionals à la Social Enterprise. DJ Hey Man! will be spinning in the context of the Third Social Enterprise World SEA Membership Meeting & Networking Forum – We will be celebrating the winners of the Next Friday, April 30, 8:30-9:00am Generation Awards. The San Francisco Bay Area Chapter Location: Grand Ballroom of the SEA in partnership with Sparkseed invite you to Please join the SEA President, Board and SEA members at join the movers and shakers of Social Enterprise in this the annual meeting of members. Learn about becoming energetic and inspirational experience. This event is open an SEA member, meet your new board representatives, to all. Please RSVP mindfully, space is limited. RSVP at learn what SEA accomplished in the last year, and find out http://socialenterpriseparty.eventbrite.com/ what’s ahead! DJ Hey Man!, Darian Rodriguez Heyman (former E.D. of the Craigslist Foundation) spins conscious R&B, hip hop, California SAGE Competition and downtempo grooves from around the world. Darian Saturday, May 1, 7:30am-7:30pm works with Michael Franti & Spearhead on their annual Location: Hyatt Regency San Francisco Airport Power to the Peaceful festival and his efforts on the dance floor and off connect inspiration to action through music. Students for the Advancement of Global Entrepreneurship (SAGE) interscholastic tournament. http://sageglobal.org.
  • 15. Networking Opportunities 14 14 Summit + Forum entertainment www.youthinarts.org/til-dawn.html www.wakethedead.org ‘Til Dawn: Wake the Dead Thursday, April 29, 6:30-7:30pm Thursday, April 29, 8:45-11:30pm Location: Grand Ballroom Location: Bayview A/B during the Banquet Dinner and Leadership Awards World’s Only Celtic All-Star Grateful Dead Jam Band This 16-member a capella group, ages 14-18. is As an expression of cultural joy, you can’t top an Irish an inspiration for many young people, using a wake. And what is a wake but a celebration—a toast contemporary song list to make a cappella accessible of appreciation—an expression of love—and a good to audiences of all ages. ‘Til Dawn is widely recognized party? for exposing young audiences to this musical art, for their vocal and performing abilities, and for impressing So when eight top Bay Area musicians realized they upon audiences the power, passion and capability of shared as deep a love for the songs of the Grateful youth. Youth in Arts is a non-profit organization that was Dead as they did for traditional Celtic tunes, some founded in 1970 in response to drastic reductions in the brand-new music sprang up and started partying. arts education budgets in public schools. Wake the Dead is a romp that flows seamlessly from rock grooves to hot Irish reels, and from haunting airs As a program of Youth in Arts, ‘Til Dawn performs to achingly beautiful melodies familiar to Deadheads regularly at public schools, benefits and a variety of everywhere. “Sugaree” in waltz time, bracketed by an community events, serving as an illustration of Youth in ancient harp tune and infused with a poignant Celtic Arts’ mission to expand the minds and open the hearts longing. “Bertha” thundering out of “China Cat” on a of children by enriching their lives with arts experiences. mandolin tidal wave. The eerie lilt of the uilleann pipes, In its sixteen year history ‘Til Dawn has appeared live giving a glow to “Bird Song” as if it was always meant to before 100,000+ people at over 300 events. They have be there. Groove jams to keep the tie-dye swirling. Vocal also sung live on KFOG 104.5 FM and KTVU’s “Mornings harmonies that float like clouds. The music takes off, on 2”. ‘Til Dawn has developed a repertoire that breaks and the band follows, grinning all the way. the boundaries between rock, pop, jazz, soul and R&B, and provides an outlet for young people that celebrates These aren’t worlds colliding—they’re worlds meshing, the value of the arts and inspires children of all ages to coalescing—creating a whole new world of possibility, dream, create and reach out to others! and true to the spirits of the Grateful Dead and the eternally hopeful Celts. Wake the Dead has wowed concert and festival crowds from San Francisco’s Fillmore Auditorium to the Oregon Country Fair. National radio play and concert tapers are spreading the music wider every day. The first album is a huge success, and the second, Buckdancer’s Choice, is now everywhere on Redwing Records. So kick back, join the party, and wake the dead!
  • 16. Networking Opportunities 15 dine arounds Take advantage of our ever popular dine-arounds Dining Prices from 7-9pm on Wednesday, April 28. Enjoy dinner For full menus and prices, be sure to check the at a local restaurant with other Summit attendees! restaurant website. Sign-on to the Summit Network at http:// Price scales for dine around restaurants are based on a dinner summit2010.crowdvine.com/ to organize a group entrée item only. for dining or check the registration bulletin board $ Less than $10 for others looking to dine! $$ $10.01-$20 Participants are responsible reserving space at the $$$ $20.01-$30 restaurant and for the cost of their own meal. San $$$$ Greater than $30 Francisco is full of wonderful dining options. Here you will find a few recommendations within walking distance MarketBar $$ of the hotel. Or, you can catch a trolley one block from One Ferry Building, Suite 36 the hotel ($3 pp) to Pier 39 or Pier 41 and choose from Phone: 415.434.1100 | http://www.marketbar.com numerous eateries — a quintessential San Francisco dining experience! For information about the Piers, and Part of the recently renovated historic Ferry Building on to see a list of dining and attractions, visit: The Embarcadero, offering a seasonal menu inspired by the fresh produce at the farmers market. http://www.pier39.com & http://www.pier41.com Need help getting around? Be sure to check out San Mexico DF $$$ Francisco’s trolley information at: 139 Steuart Street http://www.sfcablecar.com/ Phone: 415.808.1048 | http://www.mex-df.com Mexico DF serves authentic Mexican cuisine prepared with fresh, seasonal, often locally sourced and organic Summit 2010 Social Network ingredients. The DF designation (Distrito Federal) www.summit2010.crowdvine.com references the Mexico City culinary regionalism that the expand your Summit networking. menu showcases. SEARCH attendee photos & profiles Perry’s on the Embarcadero $$$ CONVERSE 155 Steuart Street discussion board Phone: 415.495.6500 | http://www.perryssf.com PLAN Known for its classic American food, its warm interactive calendar & activity wall personable service and a fun, bustling bar. Get connected. Stay connected. The Plant Café Organic $$ Pier 3, Suite 108,The Embarcadero Phone: 415.984.1973 | http://www.theplantcafe.com Solar powered waterfront café and restaurant, 100% organic ingredients, local farms. Fresh juices, salads, sandwiches, pizza, sustainable food, organic poultry, beer, wine, cocktails. Waterfront Restaurant $$$$ Pier 7, The Embarcadero Phone: 415.391.2696 (for reservations) http://www.waterfrontsf.com Featuring fresh seafood and California cuisine. Zagat “Restaurant of Distinction” award winner.
  • 17. Leadership Awards 16 As part of our shared commitment to highlighting The following 2010 Leadership Awards will exemplary practice, the Social Enterprise Alliance be presented: is pleased to present the 2010 Social Enterprise Awards. These prestigious awards honor superior The Social Enterprise Leadership awards (domestic achievement, visionary leadership and high- and international) are presented to the nominees who impact innovation in social enterprise, and provide most clearly demonstrate the core characteristics of a inspiring examples for the field. leader, including vision, courage, the ability to inspire others, make good judgments and stay the course What is a “social enterprise”? over time in leading and building an effective social A social enterprise is an organization or venture that enterprise. achieves its primary social or environmental mission using business methods. The Social Enterprise Innovation award is presented to the nominee(s) who has introduced a method of Social enterprise includes both nonprofits and for-profits advancing his or her primary social or environmental that operate businesses to address critical problems mission through entrepreneurial strategies that is in the areas of education, environment, health, human effective and genuinely unique, either not done before or rights, at-risk youth, employment and workforce not previously applied to social enterprise. development, women’s economic empowerment, and many others. The Next Generation Social Entrepreneur award recognizes the outstanding work of a leading social entrepreneur in the United States, aged 35 or under. The selected individual will be a successful practitioner whose contributions to the field of social enterprise has had far reaching impact and is helping to define a new generation of social entrepreneurs. For 2010, the Alliance has chosen to present the award to two Next Generation winners. Banquet Dinner & Leadership Awards Ceremony: Thursday, April 29, 6:30-7:45pm Grand Ballroom
  • 18. Leadership Awards 17 Leadership Award Leadership Award (domestic) (international) Barrie Hathaway Sunny Bhattacharjee The Stride Center Technable Solutions Pvt. Ltd. www.stridecenter.org www.technable.in Barrie Hathaway is the Sunny Bhattacharjee is Founder Executive Director for the Director of Technable Solutions Pvt. Stride Center an Oakland Ltd., a for-profit social enterprise based workforce development based in Kolkata, India. Technable nonprofit organization providing delivers an end-to-end solution information technology career and job placement involving job opportunity awareness development, assistance to extremely low income individuals with career counseling, employability assessment, training barriers to employment. The Stride Center operates a needs analysis, need-based training and providing social venture business, ReliaTech providing technology employment linkage (in that order) to marginalized consulting services to individuals and small to medium youth at an affordable price by forming an ecosystem size businesses. A former supply chain management of corresponding stakeholders and thereby attempts executive in the high technology sector, over the to address and resolve one of the most critical last twenty-five years Mr. Hathaway has worked for problems facing India, unemployment. Prior to computer and telecommunications firms including Technable, Sunny had 18 years of extensive experience Sun Microsystems, Bay Networks and Marconi in Telecommunications and IT industries in the USA Communications. Barrie is the president of the board of spanning from hands on systems development and directors for Care Through Touch, a homeless services solutions implementation to corporate management nonprofit in San Francisco and president of the board of and then entrepreneurship. Sunny started his directors of the Community Technology Network of the entrepreneurial journey in 1994 in Richardson, TX. Since Bay Area. In addition, he is an appointed member of then he has been in the boards of several start ups. the Richmond Workforce Development Board. Barrie is Sunny holds an MS in Computer Science Engineering alum of the Leaderspring Executive Fellows program and from the University of Texas at Arlington and a BS in a graduate of the University of San Francisco where he Mechanical Engineering from NIT, Rourkela, India. completed a B.S. in Organizational Development and a Technable’s mission is “Enabling People, Empowering Master of Nonprofit Administration. Business, Enriching Society”. greening your conference. SEA is working to be socially responsible by reducing the environmental impact of the Summit. Here’s what we’re doing this year: • Full program book available online-only • Attendee list & Summit Network provided online for networking • Conference materials in recycled folders instead of tote bags • Water carafes instead of bottled waters • Name badges collected & reused • Bed linens and towels replaced for guests by request only
  • 19. 18 Innovation Stacy Ratner Next Generation Open Books Ltd. Jodi Rosenbaum www.open-books.org More Than Words www.mtwyouth.org In 2006, Stacy Ratner founded More Than Words Open Books Ltd., a nonprofit (MTW) is a social social venture dedicated to enterprise that enriching lives through reading, empowers youth who writing, and the INNOVATIVE are in the foster care power of used books. Beginning in her basement, the system, court involved, organization set about collecting used books to sell homeless or out of school, to take charge of their lives in its retail bookstore and using the proceeds to help by taking charge of a business. Jodi Rosenbaum piloted fund its signature literacy programs for students of all MTW as an online bookselling venture with a few ages. Today, Open Books has grown to encompass 4 teenage boys in foster care in 2004, and then worked signature programs, 10 program locations (including with youth to launch and grow MTW into a vibrant retail 3 full classrooms at what the press has dubbed “the and online bookstore, café and transformational vehicle most beautiful bookstore in Chicago,”), 7,000 hours of for youth that includes intensive case management and annual program time, 4,000 students served, 3,000 transitions services. Jodi has over 14 years of experience volunteers, 9 full-time staff, and more than 300,000 working with youth in the juvenile justice system, public books put towards literacy instead of landfill. Prior to schools and youth development field, including with her work with Open Books, Stacy spent a decade as a Teach For America. Jodi has a political science degree for-profit serial entrepreneur and helped take 3 startup from Emory University with a focus on juvenile justice companies from idea through a combined total of $30 policy and a master’s in education in risk and prevention million in committed venture funding. She holds degrees from Harvard. She has taken supplemental coursework in literature and law from Brandeis University and in Business and Social Enterprise at Harvard and MIT, Boston College Law School, and a Certificate in Nonprofit and served as a guest speaker at Bentley and Babson Management from Northwestern University’s Kellogg Universities, the Social Enterprise Alliance, and Teach School of Management. Stacy is a 7-time Winner of For America conferences. She serves on boards of both National Novel Writing Month and monitor for Blogathon, the Arlington Area and MA State Department of Children and looks forward to welcoming all of you at Open and Families as well as the MA chapter of the Social Books when you visit Chicago! Enterprise Alliance. She was selected as the Advocate of the Year by the MA Providers’ Council and MTW received the People’s Choice Award at the 2007 SEA Conference, and was selected as a Social Innovator in 2009 by the Social Innovation Forum. Jodi is passionate about her work and in her limited free time loves hiking with her dog and husband.
  • 20. Leadership Awards 19 Next Generation Suzanne Smith Social Impact Architects Suzanne Smith defines her career by being an “architect of ideas.” Suzanne brings more than a decade of experience at not only generating innovative ideas, but building successful programs and initiatives within the social sector. She started her career in government relations for Phoenix House and the American Heart Association. While at Phoenix House, she worked closely with nonprofits and government organizations in Dallas, Austin, and Houston/Galveston. While at the Heart Association, she championed the early efforts to build an integrated and outcome-driven platform that endeavored to combat childhood obesity. In that role, she co-founded the Alliance for a Healthier Generation and worked on building strategic alliances with like- minded organizations, such as the National Football League, the Center for Disease Control and Prevention, and the National Governors Association. In addition to a love for the nonprofit sector, she also has an MBA Subscribe from Duke University’s Fuqua School of Business where she was the CASE (Center for the Advancement of Social Entrepreneurship) Scholar. Before starting Social Impact Architects, she was a Senior Consultant with the Washington DC-based firm, Community Wealth Ventures. She was recently awarded a research fellowship at the Center for the Advancement of Social Entrepreneurship at Duke University and was selected into the prestigious to Social Change Society of Organizational Learning (SoL) founded by Subscribe to Stanford Social Peter Senge. Innovation Review, the premier magazine for executives at non- profits, foundations, and socially responsible businesses. To subscribe visit: www.ssireview.org/subscribe. Save 23% with our online discount and pay just $39.95 for a year!
  • 21. Professional Media Conversion Memory Magic provides quality conversion at guaranteed lowest prices. We are a company with a social mission. Read our story at preserveyourmemories.org. VHS to DVD. Convert precious home movies to DVD. High quality conversion of both VHS and SVHS. Film to DVD. High quality conversion for 8mm, 16mm, VHS-C, Hi-8, or MiniDV tapes to DVD. Other film conversion, too! Title screen and chapters available. Music to CD. Convert cassette and vinyl albums to CD. Ideal for rare and old albums. Vinyl cleaning, track separation, label, and jewel case included. We remove most crackle sounds. Insert and track list available. Photos and Slides to DVD. High resolution scanning for artists and collectors. Preserve precious slides. Scratch and blemish removal available. digital photo albums and slide shows available. Mix CDs. Have all your favorite songs on one CD. Bring in your CDs and the list of songs, and we’ll combine them onto one high quality CD. CD label and jewel case included. iPod Upload. Have an iPod but don’t have the time to upload all your songs? Bring in your CDs (or give us a list of songs you’d like us to purchase for you), and we’ll add it all to your iPod library. Bulk CD Duplication. Perfect for bands. Bring in your original CD, and we’ll make as few or as many copies as you’d like. CD labels and jewel cases included. Tray cards, bar codes, recyclable cases, and full-color multi-page inserts also available. Your satisfaction is guaranteed. Gift certificates and mail order available. “A great product, at a great price, with a great story.” 413.582.5627 a project of www.preserveyourmemories.org
  • 23. Education 22 pre-conference workshops Build Your Venture from the Mission Up! Is it Right For You? An Introduction to Social Wednesday April 28, 12:30pm-5:30pm Enterprise Location: Golden Gate Wednesday April 28, 1-4pm Price: $269 SEA Members, $299 for all others Location: Seacliff D Note: you must register for this workshop through Criterion Price: $40 SEA Members; $45 for all others Ventures website: http://criterionventures.com/ht/d/sp/i/2108/pid/2108 With the momentum for social enterprise growing locally, (lunch is included) nationally and around the world, how do you know if it’s right for you and your organization? This interactive, Structure Lab is an easy-to-engage, day-long process three-hour workshop will: that helps social ventures take advantage of innovations in capital formation, revenue streams, corporate forms, • Provide an overview of key concepts and current trends and independent regulation to promote and protect in social enterprise values and mission. Click to experience the Structure • Help you clarify your goals in exploring social Lab. With support from Hanson Bridgett LLP, Criterion enterprise designed Structure Lab to explore the range of legal • Assess your current readiness and capacity to launch structures available for your venture, whether it’s still on a successful social enterprise the drawing board or poised for growth. Come create • Identify potential opportunities that build on your the optimal legal structure for your social venture to resources and strengths thrive. • Avoid the most common challenges Facilitator: Jackie VanderBrug, Criterion Ventures • Develop an action plan of next steps for your organization Are We Making a Difference? Exploring Participants will leave with a toolkit for further Social Impact Measurement and exploration of social enterprise. Included with the Evaluation workshop is a one-hour free follow-up phone Wednesday April 28, 1pm - 4pm consultation with the facilitator for individuals and Location: Seacliff C organizations who want to further explore their Price: $50 SEA Members; $55 for all others readiness. (This workshop has a minimum requirement of 40 participants) Increasingly, social enterprise organizations are Previous participants who are new to social enterprise being asked to provide more than outputs when have described this workshop as an ideal introduction to communicating the effects and impacts of their work. the conference, helping them to select the sessions that This shift to collecting data on outcomes presents many will be of most value in moving their work forward. new opportunities as well as challenges. Understanding Facilitated by: Janine Vanderburg, J.D., President, JVA how an organization is making progress towards its Consulting, and Regional Facilitator for the National Center for goals, is critical for obtaining funding, being competitive, Social Entrepreneurs. She has facilitated this pre-workshop and making adjustments to their strategy. Participants session at the two past SEA conferences. will learn new ways of designing and implementing a measurement and evaluation system that produces meaningful, timely, and actionable information for multiple stakeholders. Content includes definitions of terms and concepts, theory of change and logic models, overview of performance measurement and evaluation approaches, developing strategic evaluative questions, and an introduction to various data collection methods and reporting strategies. Facilitators: Hallie Preskill, Ph.D., Executive Director of the Strategic Learning and Evaluation Center Jennifer Splansky, Senior Consultant, FSG Social Impact Advisors
  • 24. Education 23 social enterprise tours See social enterprise at work in San Francisco and the Bay Area! On-site registration available Tour 2 | continued if space allows — check at the conference Brower Center, one of the Bay Area’s most advanced registration desk. Tours leave from the hotel lobby green buildings, is an inspiring home for environmental on time. and social action, combining both offices and program facilities in a 50,000 square-foot space. Tour 1 | Wednesday April 28, 9-12pm Price: $50 Rubicon Bakery is one of the most well known Ashbury Images rebuilds lives one shirt at a time by examples of social enterprise in action. Rubicon Bakery providing paid employment, job training, and supportive has been providing jobs, training, and hope to those in services to at-risk youth recovering from poverty, need since 1993 through the operation of a wholesale substance abuse and homelessness. Ashbury Images is bakery specializing in all natural, handcrafted desserts. part of New Door Ventures, a youth development social Rubicon Bakery is based in Richmond, California, one of enterprise the most economically challenged neighborhoods in the . San Francisco Bay Area. With a wide range of delicious Global Exchange is a membership-based international products including cakes, tarts, marshmallows, and human rights organization dedicated to promoting other confections, it serves premium customers such social, economic and environmental justice around the as Williams-Sonoma, Whole Foods, Costco, Andronico’s, world. and numerous independent grocery stores. Pedal Revolution provides employment and job training for at-risk youth in San Francisco who are taking steps ChangeMatters is committed to a world of vibrant, to improve their lives. It is one of only a few bicycle sustainable, just, and inclusive communities. We shops in the United States providing employment, job help build social enterprises through advocacy, training, and hope to young people. With the training stakeholder organizing, strategic planning, and guidance of professional mechanics, youth interns marketing, fundraising, executive coaching, board help assemble new bikes and help refurbish used bikes. development, startup, venture management, and Pedal Revolution is a social enterprise of New Door performance measurement. Ventures. Combining small business skills with nonpro t and public sector experience, we develop and strengthen Tour 2 | Wednesday April 28, 10 am-3 pm enterprises that promote social, economic, and Price: $75 (box lunch included) environmental equity. People’s Grocery is a community-based organization Our clients and partners include public and private in West Oakland that develops creative solutions to the sector organizations working on sustainability, health problems in the community that stem from a community economic development, arts and lack of access to and knowledge about healthy, fresh culture, and international development. We have foods. Their mission is to build a local food system that raised over $65 million for nonpro ts; started, improves the health and economy of the West Oakland turned around, grown, or closed out a handful of community. social enterprises; and have trained and advised leaders in hundreds of organizations. Venture GRID Alternatives has a mission is to empower entrepreneurs and management consultants, we communities in need by providing renewable energy work with passionate leaders to strengthen and energy efficiency services, equipment and training. organizations and achieve meaningful change. Since 2001, GRID Alternatives has been working to bring the power of solar electricity and energy efficiency to low-income homeowners, and to provide community www.changematters.com members with training and hands-on experience with renewable energy technologies.