The 2012 Public Policy Action Institute takes place November 10-11,
just prior to the Independent Sector Annual Conference, in San Francisco.
*Schedule updated often as new information is available
|Saturday, November 10, 2012|
|9:00 a.m. – 9:15 a.m.||Welcome |
Diana Aviv, president and CEO, Independent Sector
Paul Marchione, director, community outreach and advocacy engagement, Independent Sector
Geoff Plague, director, government relations, Independent Sector
|9:15 – 10:30 a.m.
||The Pulse of the Nation: What the 2012 Elections Mean for Our Sector|
With the 2012 elections as a springboard, this session will search for the meaning behind the numbers. What do the election results tell us about America today and our dreams for tomorrow? What do they mean for the charitable and philanthropic sector? Will we survive and thrive, or will we be forced to fight for our very existence? Experts will share their insights about the national elections, the new Congress, the influence of money in politics, and the future of our sector and the people we serve.
|10:30 – 11:45 a.m.
||What's Catching Fire at the State Level|
The charitable sector is facing multiple threats at the state and local level, including challenges to the tax-exempt status of some nonprofits, new taxes and fees, limits on executive compensation, and new constraints on nonprofit advocacy rights. At the same time, state regulators are working to make state regulations consistent, sometimes for simplification and sometimes for stronger oversight. Which trends will catch fire? Will federal lawmakers look to the states for ideas as they tackle tax reform? State-level experts will share their views about the changes we’re seeing, and discuss what may lay ahead for our sector.
|Noon – 1:30 p.m.
||Luncheon Keynote and Conversation with a Sector Leader|
Hear from a California policymaker and a sector leader who each know first-hand the importance of ensuring that our organizations and public offices are filled with the most effective leaders dedicated to improving the communities they serve. Hear their thoughts on leadership, policy, and the future of the nonprofit and philanthropic sector. (Lunch will be in the Grand Ballroom upstairs and we will be joined by NGen participants.)
Gavin Newsom, California Lieutenant Governor and former Mayor of San Francisco
Larry Kramer, in-coming president, The William and Flora Hewlett Foundation
(interviewed by Diana Aviv, president and CEO, Independent Sector)
|2:00 – 2:45 p.m.
||Stepping Up Our Game: A New Look at the Elements of Effective Advocacy |
IS president and CEO Diana Aviv will unveil the provocative and introspective conclusions of a year-long IS research project on our sector's advocacy efforts. Focusing on the five essential elements of successful advocacy gleaned from the research, this session will challenge us to think beyond our causes and be more strategic about our advocacy work. Ralph Everett, IS board member, and president and CEO, Joint Center for Political and Economic Studies, will moderate.
|3:00 – 4:10 p.m.
||Successes and Struggles of Building Champions|
One key element of successful advocacy is to design your efforts around the motivations of those who have the power to make the decision you want. Hear from three policy leaders who have used different tactics to determine and respond to a policymaker’s self-interest as a means to making policy change happen.
|4:10 – 5:30 p.m.
||Advocacy Experts Strategy Labs|
Dive deeper into the advocacy strategies most connected to your work through in-depth and honest conversations on key tactics and approaches, including: coalition building, grassroots mobilization, issue framing, using data and polling to make your case, and when/how to get political. Policy experts will lead these strategy labs twice so that you can choose the two topics most relevant to your work.
Lessons We Can Learn from For-Profit Lobbying
Chris Hansen, president, American Cancer Society Cancer Action Network
Using Targeted Research and Data to Make Your Case
Nicole Porter, director of advocacy, The Sentencing Project
Creating and Galvanizing Coalitions to Achieve Short-Term Goals
Tom Sheridan, president, The Sheridan Group
Monitoring the Public and Political Climate to Identify Windows of Opportunity
Tamera Luzzatto, managing director of government relations, The Pew Charitable Trusts
Lobbying and Political/Electoral Activity: Maximizing Your Impact
Greg Colvin, principal, Adler & Colvin
Conducting a Power Analysis to Determine Who Can Make the Change You Want
Nina Ozlu Tunceli, chief counsel, government and public affairs, Americans for the Arts
Implementing Mission-Driven, Non-Legislative Events
Dawn Latham, senior policy advisor, American Red Cross
Securing Adequate Resources to Do Successful Advocacy
Aaron Dorfman, executive director, National Committee for Responsive Philanthropy
Getting Started with Lobbying: Overcoming Organizational Barriers
Pat Libby, director, Institute for Nonprofit Education and Research, University of San Diego
Messaging Matters: Finding the Words that Work
Mike Panetta and Shana Glickfield, partners, Beekeeper Group
Using Grassroots as a Tactic: How Congress Sees It
Shayna Englin, principal, Englin Consulting
|5:30 – 6:30 p.m.
Join your colleagues for refreshments as we wrap-up the day with time for conversation and connecting.
|Sunday, November 11, 2012|
|8:00 – 9:00 a.m.||Breakfast with a White House Insider|
Join us for a continental breakfast and the opportunity to hear an inside-the-Beltway perspective on the role of the nonprofit sector in the White House policymaking process, especially in light of the election results and with an eye toward potential tax reform in 2013.
Jonathan Greenblatt, special assistant to the president and director of the Office of Social Innovation and Civic Participation, The White House
|9:15 – 11:00 a.m.
||A Look Forward on Tax Reform|
With insights from some of Washington's most respected nonprofit advocates and one of POLITICO’s Top 50 "politicos to watch," this forward-looking discussion will explore what to expect as Congress undertakes comprehensive tax reform, and what it will mean for the nonprofit sector and the communities we serve.
Geoff Plague, director, government relations, Independent Sector
Creating a Positive Tax Reform Agenda: We Can’t Just Say “No”
Tax reform isn’t just about defense – it is also about offense. Following the discussion, we will hone in on what we want from tax reform and create the sector’s tax reform wish list.
|11:00 – 11:30 a.m.
||Taking the Next Step: Working on Sector-Wide Issues in 2013|
Culminating the Institute will be an interactive session where participants will draw on the key themes that emerged from the past day and a half to identify the issues that matter most. Together we’ll make a commitment to work on these critical policy issues and rally for the important year ahead.