Regional Leadership in Corporate Philanthropy and Social Investing:

Wednesday, May 15, 2013

9:30 AMRegistration
10:00 AMWelcome

Lena Robinson
Federal Reserve Bank of San Francisco

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10:10 AMOpening Remarks

T. Gary Rogers
Rogers Family Foundation

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10:30 AMPanel: Innovation and Creativity in Business Philanthropy

Traditional grantmaking is time intensive and requires constant due diligence and evaluation, which many companies cannot support in-house. As more companies begin using the “Newman” model and consumers gain more choices for supporting companies that do good, how does a company stand out and brand philanthropy with services or products? This panel will focus on innovative and creative strategies for financial investment that support community needs. Learn how non-traditional, innovative philanthropic strategies may be a good fit for your business.

Nicole Taylor
East Bay Community Foundation (moderator)

Mike Hannigan
Give Something Back

Dinah Dittman
Kaiser Permanente

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12:00 PMNetworking Lunch

Join a topic table to meet other funders and learn more about an issue or organization that may be of interest to you. You will hear a quick overview of the topic, be able to ask questions and decide if you are interested in following up. Open tables will also be available.

1:00 PMBreak and transition to afternoon plenary
1:15 PMPanel: Valuing Corporate Philanthropy

For some corporate sectors such as banking and health care, regulation, tax status, and other governmental policies shape their approach to charitable giving. Many corporations see philanthropy as an extension of their brand for purposes ranging from goodwill to marketing. How does the rationale for philanthropy influence the amount, focus, method and expectation of the contribution? And how do companies decide where to focus philanthropic investments?

Kausik Rajgopal
McKinsey & Company (moderator)

Tim Silva
Wells Fargo Bank

Ezra Garrett

Gwyneth J. Borden

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2:15 PMBreak
2:30 PMPanel: The Power of Partnership

No contribution of money, time or talent is insignificant. But working together to marshal individual contributions offers a more powerful approach for challenges that can be too big for disaggregated support. This final session will highlight three pre-selected public/private opportunities that demonstrate the benefit of organized engagement. Slightly different than collaboration, which usually requires agreeing on a common goal or agenda, organized engagement coordinates resources towards a predetermined outcome. Hear why these were chosen, whose leading the effort, and how coordinated alignment of time, expertise or money can add value.

Lalitha Vaidyanathan
FSG (moderator)

Dennis Cima
Silicon Valley Leadership Group [Educare]
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Pete Furman
Talent Bridge Partnership [Silicon Valley Talent Partnership]
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Sanam Jorjani
Rogers Family Foundation [Oakland Reads]
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4:15 PMClosing Remarks and Evaluation Period

A quick recap of the day and a facilitated evaluation period. Feedback is critical to improvement, so please don’t leave without sharing yours.

4:30 PMNetworking Reception

Unwind from the fast paced information filled day with light refreshments and beverages. Chat with the speakers, connect with other attendees or flow through the interactive self-guided exhibit to learn more about the Fed’s purposes and functions.

5:30 PMAdjourn