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2015 CEP Conference: Wednesday Recap

Date: May 21, 2015

Ethan McCoy

Former Senior Writer and Editor, CEP

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A whirlwind Day 1 of theĀ 2015 CEP ConferenceĀ has come to a close out here in San Francisco! A full day of programming and connecting saw colleagues catching up and sharing ideas, while four riveting plenaries discussed topics ranging from impact investing and beneficiary voice, to the leadership industry, to education and immigration reform funding, to issues of criminal justice reform, equal opportunity, and building a green economy.

Attendees and speakers have been busy weighing in on the dayā€™s happenings on Twitter using the hashtag #CEP2015. Here are some highlights from Wednesday:

After welcoming remarks, CEPā€™s Phil Buchanan, Ellie Buteau, and Kevin Bolduc took to the stage to kick off the conference by sharing data and findings CEP has collected recently on several key topics for foundation leaders: aligning investment practices with missions, listening to and understanding the ultimate beneficiaries, and the ways in which workplace climate and staff experiences at foundations can ripple out of the organization walls and influence granteesā€™ experiences in meaningful ways.

Phil began the plenary by sharing new findings from CEP on impact investing and negative screening practices at large, private foundations. Results of this research were released Wednesday morning in a brand new CEP research report,Ā Investing and Social Impact: Practices of Private Foundations.

#cep2015Ā opening plenary is underway!Ā @philCEPĀ discusses torrent of choices for fdn leadersĀ pic.twitter.com/sVUsmfLDGe
ā€” Center for Effective Philanthropy (CEP) (@CEPData)Ā May 20, 2015

More than 40% of large, private foundations said in new CEP study they are engaging in impact investing.Ā #cep2015Ā pic.twitter.com/kjcYObOeUm
ā€” Center for Effective Philanthropy (CEP) (@CEPData)Ā May 20, 2015

But dollars going to impact investing remain small, saysĀ @PhilCEP: just 2% of endowment or 0.5 percent of program budget at medianĀ #cep2015
ā€” Center for Effective Philanthropy (CEP) (@CEPData)Ā May 20, 2015

#cep2015Ā lively discussion of impact investing and negative screening of investments. Both are still emerging trends.@philCEP
ā€” Peter Long, Ph.D. (@PeterLongBSC)Ā May 20, 2015

Next, Ellie Buteau took to the podium to share CEP research findings onĀ listening to feedback from beneficiariesĀ andĀ nonprofit performance assessment.

Nonprofits see most foundations as lacking a deep understanding of beneficiariesā€™ needs, says @EButeau_CEPĀ #cep2015Ā pic.twitter.com/XclknooPzj
ā€” Center for Effective Philanthropy (CEP) (@CEPData)Ā May 20, 2015

Having this conversation in Baltimore right now. Funders and nonprofits have to see each other as partners!Ā https://t.co/UtmTP9MSr2
ā€” E. Bomani Johnson (@EBomani)Ā May 20, 2015

@kmbolducĀ on why foundation culture matters ā€“ translates into impact on granteesĀ #CEP2015Ā pic.twitter.com/ng5U0oYyE7
ā€” Michael Etzel (@etzel)Ā May 20, 2015

#truthĀ #dataĀ fromĀ @kmbolduc. Singing my song on the critical importance of internal funder capacityĀ #CEP2015Ā pic.twitter.com/AV9F4MIc78
ā€” Chris Cardona (@chriscardona)Ā May 20, 2015

Phil then returned to touch upon the importance of foundation effectiveness, answering the question: ā€œEffectiveness for what?ā€

Barbara Kellerman taking on the sacred cows of the leadership industryĀ @CEPDataĀ #CEP2015Ā so refreshing
ā€” Blair Dimock (@blairatotf)Ā May 20, 2015

No time to tweet! Enthralled by Barbara Kellerman’s breathless & provocative perspective on modern leadership. Shaking us up atĀ #CEP2015.
ā€” Sara Davis (@SaraLeeeDeee)Ā May 20, 2015

Barbara Kellerman’s presentation kicked my butt, in a good way. Going to take some time to digest and process. Thanks,Ā #CEP2015.
ā€” Jessica David (@JDinRI)Ā May 20, 2015

Next up, conference-goers attended one of seven breakouts, ranging from combating inequality to foundation board governance. We wish we could have been in seven places at once, but thanks to our Tweeters for sharing the wisdom and ideas exchanged.

Really pleased w/ frank discussion abtĀ #foundationĀ governance atĀ #CEP2015. Good ideas for solving challenges we all face in board mtgs.
ā€” Daniel Silverman (@DanielTweetman)Ā May 20, 2015

Great sessionĀ @CEPDataĀ #cep2015Ā w Patti Patrizi and Marilyn Darling on emergent approaches to learning and strategy
ā€” Blair Dimock (@blairatotf)Ā May 20, 2015

It’s a plum gig to work in philanthropy. Do I need to hear from staff on how things are going?Ā #CEP2015Ā lessons learned in evaluation.
ā€” Elizabeth Schwan (@elizabethroot)Ā May 20, 2015

Huge thanks to the panelists in the Income Inequality in the Bay Area & Beyond session. Awesome convo!Ā #cep2015Ā pic.twitter.com/kkCOLlAYeE
ā€” Whitney Ivie (@whitclick)Ā May 20, 2015

To drive policy change, we need an issue that connects, clear goals, people power and strategic communications.Ā #CEP2015
ā€” Deanna Petersen (@deanna_petersen)Ā May 20, 2015

After the breakout sessions, attendees reconvened in the Grand Ballroom for a conversation betweenĀ Laurene Powell Jobs, Emerson Collective founder, andĀ Fay Twersky,Ā  Director of the Effective Philanthropy Group at the William and Flora Hewlett Foundation and Board member of CEP. Powell Jobs discussed her philanthropic work, focusing on the issues of college access and immigration reform.

Laurene Powell Jobs takes the stage atĀ #CEP2015Ā talking about education and immigrationĀ #philanthropyĀ pic.twitter.com/JeWIrQNExS
ā€” Michael Etzel (@etzel)Ā May 20, 2015

Laurene Powell Jobs is a great advocate for 2,500 mostly first-generationĀ @collegetrackĀ students in 8 centers, mostly in Bay AreaĀ #CEP2015
ā€” Kresge Education (@kresgedu)Ā May 20, 2015

LPJ: People have the ability to change the environments and systems in which we work. It just takes will.Ā #CEP2015
ā€” Clare Nolan (@claremnolan)Ā May 21, 2015

I am impressed by the level of policy detail Laurene Powell Jobs has mastered, emerging organically from service work. Good model.Ā #CEP2015
ā€” Chris Cardona (@chriscardona)Ā May 21, 2015

“We are callously disregarding people who live in our midst,” Laurene Powell Jobs on immigrationĀ #CEP2015
ā€” Phil Buchanan (@philxbuchanan)Ā May 21, 2015

Laurene Powell Jobs concludes her remarks atĀ #cep2015Ā with this great Emerson quote.Ā pic.twitter.com/R9Z2j4NDgB
ā€” brianwalsh (@brianwalsh)Ā May 21, 2015

And bringing Wednesday to a close, CNN host and Dream Corps President and FounderĀ Van JonesĀ captivated the audience with a passionate talk laying out three priorities in his work: to close prison doors, open doors of opportunity, and open those doors into a green economy.

Listening to Van Jones atĀ #CEP2015Ā evening dinner plenaryĀ pic.twitter.com/yBeATL6qC3
ā€” Grace Chiang Nicolette (å§œéŸ»č²) (@GraceNicolette)Ā May 21, 2015

#cep2015Ā Van Jones- an absolutely stunningly beautiful and compelling storyteller about what really matters.Ā pic.twitter.com/PEBOkhZOR8
ā€” SanDiegoGrantmakers (@SDGrantmakers)Ā May 21, 2015

Our responsibility is to give every kid a ladder to climb.Ā @VanJones68Ā #cep2015
ā€” Kathy Reich (@kdreich)Ā May 21, 2015

.@VanJones68Ā receives a standing ovation to close out day 2 ofĀ #CEP2015Ā pic.twitter.com/bogkH48qtF
ā€” Center for Effective Philanthropy (CEP) (@CEPData)Ā May 21, 2015

Thanks to all our speakers and attendees for making this a wonderfully engaging day! We look forward to seeing what tomorrow will bring!

Editorā€™s Note: CEP publishes a range of perspectives. The views expressed here are those of the authors, not necessarily those of CEP.

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