Concurrent Sessions Round B

Concurrent Sessions Round B – Monday, March 15, 2010
1:45 pm – 3:15 pm

GMN Body of Knowledge: All You Need to Know!
(GM: Basics and Beyond)
GMN's Body of Knowledge (BOK) is a compendium of what a grants manager should know to work effectively in this field. The BOK’s 50+ pages are divided into 12 content areas (e.g., Legal and Tax Compliance, Ethics, Monitoring, and Evaluation) and are  similar to a college course outline. The development of the BOK is one outcome of GMN's exploration of professional certification for grants managers. Come hear an update on the development of the certification program, explore how you can use the BOK in charting your own professional development, and join a discussion of how GMN can utilize the BOK to pursue our strategic goals and better serve our membership.
Presenters: Joe Behaylo, Director, Office of Grants Management, Open Society Institute; Chad Gorski, Program Assistant, Howard Hughes Medical Institute

How to Present with Impact and Persuade with Ease
(Professional Development)
Learn the top 5 tools to keep your audiences on the edge of their seats and persuade them to take your next desired step. Whether speaking to an audience of 1 or 1000, you will pick up tools to hook your listeners into your presentation from your very first words and motivate and influence your audience to take action when you are finished. Learn how to craft, deliver, and sell your message effectively; present in a confident, assured, and engaging manner; make your message memorable; and breathe life into your presentations to bring your audience to you! This is one interactive workshop you can’t afford to miss. Build your confidence and your competence and have lots of fun in the process! 
Presenter: Craig Valentine, 1999 World Champion of Public Speaking

Legal 101: The Basics of Grantmaking to Charities 
(GM: Basics and Beyond)
Are you required to use grant agreements? What information are you required to gather from potential grantees? This session will answer these and other frequently asked questions when making grants to charities. Participants will learn about the different types of charities and how the grantmaking rules may vary even when all of your grantees are Section 501(c)(3) charitable organizations. Learn the pitfalls and opportunities. Special topics covered will include grants to supporting organizations and grants for advocacy activity.
Presenter: Maya Harris, Senior Corporate Counsel, Council on Foundations

Tough Times: Foundation Finances and Investments
(Emerging Issues/Special Topics)
Led by an expert on foundation endowment investment and management issues, this session will look at the current financial environment and provide a brief analysis of foundation endowment management practices. It will also explore the implications for foundation spending and program strategies.
Presenter: John Craig, Executive Vice President and Chief Operating Officer, The Commonwealth Fund

You Want to WHAT? Effecting Change and Building Support for Streamlining (Streamlining Grantmaking Practices)
You know your application, monitoring, and/or reporting practices are cumbersome to yourself as well as your grantseekers, but how do you build support within your organization for change? During this interactive workshop, participants will use Project Streamline's "Guide to Streamlining" to understand and share experiences about the phases of streamlining, including: Explore the Need, Build the Case, and Identify Opportunities. You will also hear from colleagues who have been through this process and lived to tell the tale. If you are just beginning a streamlining process or in the middle of one, this workshop is for you.
Presenter: Jessica Bearman, Principal, Bearman Consulting

Altum - Outcomes, Impact & Portfolio Evaluation: How to Leverage Your Grants Management System to Know More
(Exhibitor Session)
The big questions being asked of grantmaking organizations today concern impact, outcomes, and evaluation. Investing in a grants management database is a start. Automating your grants management process improves efficiency and gathers more data. How do you leverage this investment to evaluate the success and impact of your grant portfolio? In this session, Altum will provide examples from clients who have taken different approaches to measuring outcomes and analyzing the impact of their grant portfolios.
Presenter: James McKee, Director, Grants Management Operations, Altum, Inc.