Location: Four Square Ballroom

Mar 14: 3:45-4:00

Mar 14: 1:15-3:45

Location: Marco Polo

Corporate, Impact Tech & Impact Investing

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

2:45: Break with coffee and light snacks

Speakers:

Gregg Bagni, Director of White Road Investments

Ken Tsunoda, Vice President of Development, TechSoup

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

Mar 14: 1:15-3:45

Location: Red Rover

Donor Advised Funds & Impact Investing

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

2:45: Break with coffee and light snacks

Speakers

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

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

Mike Roque, Executive Director, San Luis Valley Community Foundation

Mark Newhouse, Donor Advised Fund Holder, The Denver Foundation

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

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

2:45: Break with coffee and light snacks

Speakers:

Steffanie Clothier, Investment Director Early Childhood, Gary Community Investments

Kate Reinemund, Executive Director, Constellation Philanthropy

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

Sheetal Sing, President and CEO, Early Learning Lab

Jean McSpadden, President and CEO Bright by Three

Beth Szymanski, Co-Founder and CFO, My Village

Mar 14: 11:45 - 1:00

Location: Four Square Ballroom

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

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

Speakers:

Kristi Petrie, President, The AJL Charitable Foundation

Janice Fritsch, President, Kenneth King Foundation

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

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

Mar 14: 9:00-11:30

Location: Red Rover

Place-Based Impact Investing, Part 2

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

9:45: Break with coffee and light snacks

Speakers:

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

Location: Hopscotch

Mar 14: 9:00-11:30

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

Speakers:

Speakers:

Craig Jonas Founder and CEO, CoPeace

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

Dave Newport, Green Sports Partners, LLC

Mar 14: 9:00-11:30

Location: Marco Polo

Impact Investing in Conservation + Climate

Part 1 - Impact Investing In Conservation Along the Full Capital Spectrum

Part 2 - Creating Full System Climate Solutions, Starting with Local Carbon Offset Markets

We face an array of daunting environmental challenges from local to global scales. Making investments that really deliver the conservation and environmental impact we seek is challenging. We will start this session with an array of conservation investment opportunities that range along the full capital spectrum from philanthropic through market returns. Then we will delve into the defining question of our day - How can we build the whole system solutions required to address climate change? We will address that question at the largest scale before bringing it down to the ground with a very specific initial opportunity to create a local boutique carbon offset market as the seed of global whole system climate solutions.

Carl Palmer, Founder at LegacyWorks Group

Reggie Hall, Director of Conservation Loans Program at The Conservation Fund

David Hofstatter, Co-Founder of TangleLab, serial entrepreneur and investor

Mar 14: 8:00-8:45

Location: Four Square Ballroom

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

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

Speakers

Kristi Petrie, President, The AJL Charitable Foundation

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

Janice Fritsch, President, Kenneth King Foundation

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

Drinks & Lights Apps to be served. Option for facilitated Networking with social ventures and investors.

Mar 13: 1:15-3:45 pm

Location: Marco Polo

What does it take to invest well in sustainable agriculture, rural ecosystems, and indigenous communities, with racial equity in mind? In this session leaders from the Rocky Mountain and broader Pacific Northwest regions will share their perspectives and real examples for building community wealth and directing capital in the communities they serve. Join us for an interactive discussion with your peers about experiments, emerging lessons, and open questions about the most effective ways to invest with integrity and purpose in these communities.

Facilitators:

• Amy Kincaid, Chief Program Officer, BALLE

• Leslie Lindo, Vice President of Strategic Partnerships, BALLE

Presenters:

• Maria Cullooyah, Spokane Tribe of Indians

• Anthony Chang, Kitchen Table Advisors

• Mike Roque, San Luis Valley Community Foundation

Mar 13: 1:15-3:45

Location: Red Rover

Advancement, Philanthropic Services,  Major Donor Fundraising & Impact Investing

Are you responsible for raising money for your organization or increasing organizational revenue? If you knew you could get $1M for your organization, or $7M to solve your organization’s mission at a larger scale, which would choose? What if you could do both? Join Dr. Stephanie Gripne of Impact Finance Center for a 101 presentation targeted for major donor fundraisers, executive directors, or COOs of organizations -- whether they are in a university, community foundation, or a nonprofit -- to learn how they can expand their toolbox for raising money for mission and innovate the landscape of fundraising. Molly Beyer of Colorado School of Mines Foundation, Karen Eller of Impact Finance Center, Amanda Jachym from The Nature Conservancy, will lead a discussion with the audience about how to socialize impact investing tools with fundraising professionals.

Speakers:

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

Molly Beyer, Constituent Relations and Engagement, Colorado School of Mines Foundation

Karen Eller, Senior Advisor, Impact Finance Center

Amanda Jachym, Director of Philanthropy, The Nature Conservancy

Mar 13: 1:15-3:45

Location: Hopscotch

Impact Measurement: A Primer

This workshop will provide a baseline understanding of the current impact measurement landscape. Walking participants through the vocabulary, global best practices, case studies, and the opportunity to see the process of measuring impact in action. We will conclude with an interactive discussion of current barriers and challenges faced by different stakeholders in the sector.

2:45: Break with coffee and light snacks

Jessica Jones PhD Candidate, Evaluation Expert, University of Colorado

Ted Carling Co-Founder and COO, Ecotone Analytics GBC

Mar 13: 11:45-1:00

Location: Four Square Ballroom

Lunch Keynote: Main Street 2.0

Let’s reimagine what is possible by creating a Main Street 2.0 that combines the best of what we had with Main Street relationship banking over 100 years ago with the benefits of Wall Street’s technology and risk products. What if we could invest with our mission and values, leveraging all of our resources from philanthropic to investment capital? What if access to capital was available to every nonprofit, small business, startup, cooperative, or fund? This session will share a vision of consumer and business solutions (from an alternative payday lending solution, 0% student loan, nonprofit grant advance program, impact cash flow management, community public equity, community note, direct investing model, and guarantee model).

Speaker(s):

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

Brendan Martin, Founder and President, The Working World

Marie Peters, Lead Main Street Officer, Colorado Lending Source

Wendy Turman, Chief Financial Officer, MCE Social Capital

Brin Enterkin, Executive Director, Watson Institute

Mar 13: 10:30-11:45

Location: Duck Duck Goose

How to Choose Your Bank

Impact Finance Center has outlined over 40 strategies you can use to align your resources with your values or the mission of your organization. Without question, one of the easiest and most important first steps you can take is looking at where your banking is and what types of activities your bank supports. In this session, Susan Graf from Amalgamated Bank (formally New Resource Bank) will outline what the criteria are for evaluating your existing banking relationships and explore how you would transition from a bank that is not aligned with your values and mission to one that is.

Speaker:

Susan Graf, First Vice President, Senior Commercial Banker at Amalgamated Bank, Amalgamated Bank

Investor Readiness: Managing Family Dynamics

March 13: 9:45-10:30

Location: Duck Duck Goose

Description:  Successful impact investing relies on clearly defined beliefs. Achieving that clarity can be more complex in a multi-branch or multi-generation family. In this session, you’ll learn effective tools and strategies for managing family dynamics and reaching shared values, principles, and goals.

Objectives:

• Learn key frameworks and tools from the fields of family philanthropy, family enterprise, and values-based investing

• Connect with experts and peers who’ve navigated complex family dynamics

Speaker:  Tony Macklin, CAP®, Principal, Tony Macklin Consulting

Handouts available:

Managing Family Dynamics Resource List

Family Dynamics Slide Deck

IFC Investors Survey Example

Mar 13: 9:00-11:30 AM

Location: Marco Polo

Indigenous Communities, Immigrants, and Refugees & Impact Investing

Join us for a dialogue about social impact investment for programs serving Colorado's immigrants and refugees. An immigrant is the most likely person to start a business in the U.S., and yet only 2% of venture capital is invested in women and 1% for people of color - many of them from or working within immigrant communities. Developing a full spectrum of capital to support indigenous communities, immigrants, and refugees is essential for supporting those who are most likely to create the businesses of tomorrow. This session is a working session to identify the key city, state, and national partners to better understand both existing programs and programmatic needs and explore collaborations.

9:45: Break with coffee and light snacks

Speaker

Karen Gerwitz, President, World Trade Center

Rubén Hernández, Co-Founder, Devlabs

Slavica Park, Founder and Director of Education and Economic Opportunities

Mar 13: 9:00-11:30 AM

Location: Red Rover

Higher Education & Impact Investing

This session explores the role of impact investing in higher education with Steve Kreidler of Colorado School of Mines Foundation, Stan Willie of Colorado Health Foundation, Elizabeth Garlow of the Lumina Foundation, and Dr. Stephanie Gripne of Impact Finance Center.  Impact investing has a critical role to play in the future of higher education for several reasons. Clay Christensen of Harvard has estimated that 50% of higher education institutions will go bankrupt by 2030. Impact investing can be used as a tool to help universities reduce expenses, increase revenues and become more efficient and effective. We’ll explore opportunities around 1) Curriculum, 2) Advancement, 3) Endowment, 4) Infrastructure, and 5) Impact Investing Capital for Innovation (e.g. Tech Transfer, Faculty, Students, Staff, Alumni, Larger Community).

9:45: Break with coffee and light snacks

Speakers:

Elizabeth Garlow, Impact Investment Officer, Lumina Foundation

Steve Kreidler, Vice President of Finance and CFO of Colorado School of Mines Foundation

Stan Willie, Chief Investment Officer, Colorado Health Foundation

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

Brin Enterkin, Executive Director, Watson Institute

Mar 13: 9:00-11:30 AM

Location: Hopscotch

For-Profit Due Diligence

Emily Winslow, Dan Yechout, and Janice Fritsch from Social Venture Circle will take us through one of our most popular sessions of evaluating a for-profit social venture.

Curious to better understand what happens after the pitch? In this interactive workshop, you will first watch BitsBox – a for-profit social venture ready to scale – pitch and then engage with other potential investors in a guided due diligence process. You will learn from two seasoned impact investors who invested in the company. Participants will gain a deep understanding of strategies to assess a potential investment and the due diligence process and leave the workshop prepared to take the next steps in evaluating companies.

9:45: Break with coffee and light snacks

Speakers:

Emily Winslow, Senior Manager of Investments and Impact Opportunities, Social Venture Circle and Co-Founder and CEO of All Wins Ventures

Dan Yechout, Social Venture Circle

Janice Fritsch, President, Kenneth King Foundation

Scott Linger, CEO / CTO of BitsBox

Aidan Chopra, Co-Founder and Creative Director at Bitsbox of BitsBox