1 2014 Council on Foundations Fall Conference October 19 - 22 Cleveland Convention Center SESSION DESIGNER MANUAL
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2014 Council on Foundations
Fall Conference
October 19 - 22 Cleveland Convention Center
SESSION DESIGNER MANUAL
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Contents
Introduction .................................................................................................................................................................. 3
Important Dates ........................................................................................................................................................... 3
I. Conference Basics .................................................................................................................................................. 4
Understanding the Audience ..................................................................................................................................... 4
Theme ........................................................................................................................................................................... 4
Schedule At-A-Glance ................................................................................................................................................ 5
II. Session Development ............................................................................................................................................ 6
A. Designing Council Conference Sessions: Expectations and Guidance ......................................................... 6
B. New Learning Offerings …………………………………………………………………………………………………………………8
C. Session Designer Responsibilities Checklist ................................................................................................... 13
III. Presenter Policies: Expenses, Compensation, and Reimbursement .......................................................... 15
A. Honoraria ............................................................................................................................................................... 15
B. Registration .......................................................................................................................................................... 15
C. Presenter/Speaker Reimbursement ................................................................................................................. 15
D. Guidelines for Reimbursable Expenses for Eligible Conference Presenters .............................................. 15
IV. Your Role During the Conference .................................................................................................................... 18
V. Social Media Tools ............................................................................................................................................... 19
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Introduction
Your role as a session designer for the 2014 Fall Conference is important, and we’re looking
forward to working with you. Contact information for the Council staff and the conference Advisory
group is on page 20 of this manual. Should you need assistance, please feel free to reach out to
at any time.
Important Dates
Please Note the Important Deadline of September 20!
Information by the requested dates will ensure that your needs are met and will contribute to a
smooth experience for conference attendees.
August 29 Deadline for session designers to submit final edits to session title.
September 16 Hotel room rate held until September 16 you are responsible for making
your hotel reservation CLICK HERE to see room availability. Please note,
rooms may sell-out before this date.
September 26 Session designers refine the session’s content, complete planning of the
format and agenda, confirm presenters, and submit audio-visual needs to
September 26 Deadline to submit:
Three easy steps to submit your speaker bios & photos
CLICK HERE to log into the COF login page
Login using your unique username and password
Follow the instructions to update your photo and bio and complete the consent and waiver form
October 3 Deadline for session designers to submit:
Resources related to your session (e.g., PowerPoint presentation;
electronic versions of hand-outs; articles) to be made available on the
conference website and app prior to your session. Email to
October 3 Review the conference website and app for accuracy about your session
(speakers, bios, session description); notify the Council of any necessary
changes
October 19-22 Session designers oversee presentation of the sessions at the conference
at assigned date and time
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I. Conference Basics
Understanding the Audience
This conference is primarily geared toward practitioners engaged in community foundation philanthropy (including foundation executives and staff, trustees, donors, and donor advisors) with all levels of experience. All are looking for new—and practical—ways to solve their current challenges and for ways to propel their foundations/organizations forward. Our attendees want substantive and viable learning experiences that they can immediately put into practice.
The following outlines some of the key statistics of our audience from the 2013 Fall Conference in San Diego.
Conference participants (including speakers and exhibitors) 1,164
Organizations represented 487
Registrants from member organizations 925
Member organizations represented 333
First-time conference attendees 187
Countries represented 7
International registrants 17
Theme
The 2014 Fall Conference for Community Foundations is the culmination of a year of celebrating
the impact of the first century of community philanthropy and a concept that has spread around
the globe. The October gathering builds upon two important bodies of work: the conversations on
place-based philanthropy that began at last fall’s conference and the extensive research
sponsored by the Council and conducted by the Monitor Institute on the future of community
philanthropy. In addition, conference content is being built in response to the challenges,
takeaways and needs provided by our constituency.
We ask you to incorporate the roles as described by the Monitor Institute on the future of
community philanthropy, into your session design and delivery. How will your session facilitate
connections among participants and make connections that promote learning, impact, insight and
inspiration? How will your session support the efforts of collaboration in their communities?
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Schedule At-A-Glance*
2014 Fall Conference for Community Foundations October 19 - 22, 2014
Saturday, October 18
Morning and
Afternoon
Activities
Center for Community Foundation Excellence
Advancement Network
Sunday, June 9
Morning Activity
Center for Community Foundation Excellence
Advancement Network
Anchor Institutions
Resilient Communities Confronting Climate Change: A Pivotal Role for Community Foundations
ProNet
Evening Activities
Global Scholarships Reception
Kick-off Reception Rock & Roll Hall of Fame
Monday, October 20
Morning Activities
Coffee & Pastries in Community Central
Mini plenaries
Afternoon
Activities
Lunch Concurrent
Sessions Power
Learning Learning
Labs Deep Dives Networking
Break Evening Activity
Networking Reception Cleveland Museum of Art
Tuesday, October 21
Morning Activities
Coffee & Pastries in Community Central
Mini plenaries
Roles Workshops
Afternoon
Activities
Lunch Concurrent
Sessions Power
Learning Learning
Labs Deep Dives Site
Sessions Networking
Break Evening Activity
Open
Evening
Wednesday, October 22
Morning Activities
Breakfast Plenary
Learning Labs
Workshops Closing
Plenary 1 p.m.
Conference Ends
*This is a preliminary event schedule and is subject to change.
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II. Session Development
This section describes your responsibilities as session designer to:
Develop interactive, effective, and responsive sessions
Work closely with your presenters through planning calls and meetings
Keep Council staff informed of any changes or challenges that arise
Meet deadlines for submitting critical session and presenter information
Overview of Key Roles:
Session Designer: The session designer is responsible for developing the content and format of the session; selecting, coordinating and preparing all presenters and ensuring all forms and information for the session and presenters is submitted on-time (September 5).
A. Designing Council Conference Sessions: Expectations and Guidance
Conference attendees repeatedly list networking as the No. 1 reason to attend the
conference, so building opportunities for facilitated and engaged discussions into sessions
is critical. The delivery format is as important as the content. Our goal is to ensure
attendees are engaged and active participants. Let’s shake things up and urge them to
think in new ways!
We recommend that you consider incorporating the following into your session to ensure
that your participants are not passive attendees, but are part of the discussion:
o Opportunities for peer learning in small groups or pairs
o Opportunities for question and answer dialogues
o Action-planning time
o Opportunities for idea exchanges and conversations
o Multi-media resources (video clips*; music)
The sessions that get the highest ratings are usually NOT panels. Participants appreciate
the opportunity engage in the discussion. Even if you have a group of experts on a given
topic, explore how to create an opportunity for them to share their expertise without relying
solely on the traditional panel format.
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The following are Ten Steps to develop an effective session and ensure attendee engagement:
1. Identify the best format for your session topic. Consider the following questions as you
think through the right format.
What inspires you personally in a session?
What do you want people to leave the session with? Begin with the end in mind. Build the
format around that goal to ensure attendees leave enriched.
What format will allow you to best show the alignment of your topic to the conference
theme?
Can visuals, audio, or art be integrated into the session to emphasize your point?
Here are some format examples. Room size and capacities may vary and should be discussed
with Council staff to confirm the best approach and options:
Point/Counterpoint
These sessions feature opposing points of view, with protagonists and antagonists taking
opposite sides of a specific topic. A moderator facilitates a lively debate and Q&A. The
room is set up like a classroom. CLICK HERE to see an example.
Role Playing
These sessions are organized around short skits that illustrate a point. Role play can help
participants understand different viewpoints and practice strategies in conversation and
conflict management. The room is set up with six round tables and works best for 20 to 40
people.
Deep Dive
These two or three hour sessions are intended to offer more in-depth exploration of a
subject with high engagement and interactivity with the audience. The room is set-up in
rounds.
Salon
This is a small-group conversation with a primary speaker and a moderator. Small groups
are no larger than 20 and feature extensive interaction. Chairs are set up in a circle, and
the session works best for 25 or fewer people.
Fishbowl (Due to room availability, this format is unavailable for 2014)
Fishbowl sessions involve five-to-eight people seated in a circle, having a conversation in
full view of a larger group of listeners. The fishbowl provides a creative way to include the
public in a small-group discussion. Fishbowls are useful for airing hot topics or sharing
information from a variety of perspectives. More often, one or more chairs are open to
members of the audience who want to ask questions or make comments. Although largely
self-organizing, once the discussion gets underway, the fishbowl process usually has a
facilitator or moderator. The room is set up with chairs in two concentric circles. Learn
more CLICK HERE.
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Know & Go
Learning occurs in various ways for adults. In a world where we have less time to learn, more activities to
juggle at work and personally, and constant access to technology, learning opportunities must be shorter,
more concise and more readily available in various ways.
The Council is excited to introduce Know & Go. These short, focused, bite-sized learning opportunities
take advantage of current learning formats and allow the learner to acquire “knowledge nugget” in less
formal environments and in less time. Experience FRED Talks, Flash Talks and Peer Shares under this new
segment of conference programming.
What is a Flash Talk? Flash presentations are Ignite-style formats where a presenter speaks while slides advance automatically to support them. It is exactly 5 minutes, and contains exactly 20 slides. The slides advance automatically after each slide is displayed for 15 seconds. No Animation or video. Limited text.
Benefits of Flash Talks This format is used for storytelling and is a good way to share what you love, what you’re passionate about or an accomplishment you’re proud of – personally or professionally. There are several benefits inherent in this learning method: 1. Much more fulfilling for an audience than the standard free-form presentation. 2. Better aligned with the amount of information the brain can process in a given amount of time. 3. Emphasizes content, not numbers of visuals or timing. 4. Preparation is mandatory. 5. Respects audience time. 6. Encourages concision.
Slideshow Tips
Keep It Simple. Use relevant images/photos and a few key words to capture the idea.
Avoid using lots of text. If necessary, use brief 1‐3 word statements. Do not read off your slides.
Slides advance every 15 seconds, so avoid cramming too many topics or ideas into one slide.
Instead, give yourself breathing room by spacing ideas and topics across multiple slides. You have
20 slides, so don’t be afraid to use them.
Give credit where credit is due by naming the image owner.
We highly recommend that your last slide be a “Next Steps” or Call to Action slide.
Tell A Story. Make it fun or memorable, and do not over think it.
Practice makes perfect. With 5 minutes and 20 slides give your presentation to a friend or stand in
front of a mirror and give the presentation to yourself.
Examples of Flash-style Talks - http://igniteshow.com/browse
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What is a FRED Talk? In honor of Fred Goeff, the forefather of community foundations, these TED-style talks showcase ideas in 20 minutes or less. These ideas should showcase innovative thinking, and new approaches to old challenges. Types of talks 1. The big idea - make one or two very strong points, and it’s important. 2. The small idea - not about one big, world-changing idea, but instead a very engaging take on an
interesting topic. 3. The “issue” talk - expose your audience to an issue that they may not otherwise know much
about. Examples from the Top 20 TED Talks - htp://www.ted.com/playlists/171/the_20_most_popular_talks_of_a
What is a Peer Share? Learning from peers is one of the top ways that adults learn. Why reinvent the wheel when a colleague may have a solution, an idea or a resource you can adapt to your challenge. These 15 minute sessions provide time for a peer presented overview of a model, project or initiative and why it has been successful with time for dialogue with the audience to learn how to apply aspects of the project to their work. Benefits of a Peer Share 1. Good way to present case studies of successful models of projects and programs. 2. Straight to the point and focuses presenter on the challenge, the plan and why it was successful. 3. 5 minute overview then 10 minute Q&A from peers. 4. Supports peer-to-peer learning
Session Structure:
1. 5 minute overview a. Case presenter presents facts of case study (5 minutes) b. What was the original challenge? c. Who were the major stakeholders? d. What was at stake? e. What action steps were taken? f. What has been the outcome/return on investment?
2. 10 minute Peer Q&A to answer questions related to case study
2. Understand your session size and needs.
Does the session target a specific group? If so, is there content that appeals to other roles
in the foundation?
Four presenters, including the moderator, is the maximum recommended, but fewer are
preferred to ensure audience interaction.
Ensure time for audience Q&A and engagement in each session.
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Conference attendees self-select their sessions and we will not know in advance how
many participants will attend your session. The typical range is 50 – 100 participants in the
concurrent workshop sessions, more for mini-plenaries and deep dive sessions.
3. Identify moderators, presenters, and facilitators.
The conference team is committed to diversity and inclusion. Session designers should consider
presenters across lines of ethnicity, race, age, gender, sexual orientation and identification,
economic circumstance, disability, and political philosophy. Whenever possible, a mix of
philanthropic leaders, program staff, corporate grantmakers, and Next Gen attendees should be
presenters or targeted attendees. Next Gen leaders are a key audience at our conferences, and
we strongly encourage you to incorporate their voices into your session. For help in finding a Next
Gen speaker, e-mail or call Jessica Pearce (703-879-0752).
The Council will cover travel, hotel accommodations, and nonconference-provided meals for one
presenter per session. You must receive approval from Council staff for additional support. Please
carefully review Section III for details.
Members of the Team
Sessions may include the following presenter roles. However your session divides the roles, be
sure to appoint a primary facilitator and a timekeeper.
Moderator. This person is the timekeeper and guide for the presentation and helps
ensure that session objectives are met. The moderator introduces the subject and
presenters, engages the session by keeping time and presenters on track, and
manages interaction with the audience.
Presenter. This person lends his or her knowledge and experience to the overall
learning experience. If a session doesn’t have a moderator, the presenter must keep
everyone on track.
Facilitator. The leader of a session that is entirely interactive (for example, small-
group work). This person speaks briefly, sets the stage, and directs the audience in an
exercise or thinking process.
Non-solicitation Policy
Sessions are designed to educate and inform, not sell attendees on ideas or services. Please
ensure that all presenters understand that the session is not a platform for soliciting business but
an opportunity to share ideas and build understanding.
4. Ensure that all confirmed presenters submit their biography, photo, and signed
Presenter Resource and Recording/Broadcast Permissions Waiver & Consent Form by
September 5.
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Once you have confirmed your presenters, we request that they provide us with a biography
(approximately 100 words) and a high-resolution, portrait-style photo of at least 800x600 pixels
with minimum 72 dpi for each presenter for the conference website and mobile application. To
complete this step, please CLICK HERE to log into the Council’s log in page. Use the username
and password provided in your invitation letter to sign on to the website to upload/change you
biography, photo and to complete your waiver and consent form. *Note: a photo and bio are
required. – DUE September 5*.
* Receipt of Speaker photo and bio after September 5 may delay reflection of speakers on the
conference website and program.
5. Convene your session team via meeting or conference call.
The session designer is responsible for determining the goals of the session and focusing the
attendee experience. Discuss the following on the call and reach a conclusion about session
design and resource needs:
Describe your vision of the session flow with the presenters.
Clearly identify what attendees should know when they leave the session (objectives).
Review how the session promotes diversity and inclusion.
Consider integrating media, visuals, or other artistic elements into the session and identify
space and audiovisual requirements.
Discuss who the session appeals to and anticipate the audience size and makeup (for
example, this session appeals to trustees).
Outline ways to engage the audience interactively and allow time for peer to peer
exchange.
New this year, speakers will have the opportunity to promote their session with registered
conference attendees on the Philanthropy Exchange. The 2014 Fall Conference Exchange is a
new and private online platform that we are launching during the Conference that will encourage
speakers to promote their sessions, and keep attendees engaged in the programming. We are
hoping this social network gives our members the opportunity to connect with both speakers to
start the conversation around community philanthropy early and have it continue long after the
conference is over. Also, we hope you consider using the Council’s social media outlets, including
our Twitter feed, and our Facebook page. See Section V for detailed information about the
Council’s social media resources.
6. Structure of a Session.
As you develop your agenda, keep in mind that most sessions have four basic segments (noting
that this may vary with the format that you select for your session):
Orientation. About 5 percent of session time. Briefly introduce the subject and presenters.
Clearly explain session goals and objectives. Tell attendees what they can expect to leave
with. Depending on the size of the audience, the moderator may survey the audience for
their expertise on the topic and build on intellectual capital in the room.
Presentation. Approximately 10 percent to 30 percent of the session. Briefly introduce the
main concepts, questions, and issues to stimulate thought and discussion. This part of the
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session can be a brief opening statement from two presenters, short debate, performance,
role play, presentation of a brief case study or other configuration.
Interaction. About 40 percent to 70 percent of the session. Engage the audience! See the
sample formats for audience-engaging sessions.
Closure. About 5 percent to 10 percent of the session. Review key ideas and findings and
present a call to action.
7. Develop a session agenda or script.
Session agendas help to ensure effective delivery of desired outcomes and serve as road maps
for your team. After your session team’s conference call, draft a written agenda or script outlining
the following items:
Introduction of the session—include who, how long, and key elements.
Indicate when and how transitions take place.
Describe the subject matter.
Create a timeline that includes each portion of the session and identify a timekeeper.
Indicate goals and expectations for audience participation.
Determine audiovisual needs.
Discuss inclusion of the conference theme: Once the agenda and timeline are complete,
provide copies to all participants so they can offer input. Plan to rehearse the session at
least twice—once in advance of the conference and again during a pre-session briefing on
site.
8. Prepare and plan for technology needs.
Laptops: Presenters are required to provide their own laptops or tablets for presentations. If you will be presenting with a Mac or a tablet please bring appropriate projector connection (dongle).
PowerPoint Presentations: If you use a PowerPoint during your session, we require that you to use the template provided by the Council (found as an attachment to your letter of acceptance), which has the theme and logo for the conference. Please insert your content into the design template. You are responsible for bringing the PowerPoint presentation to your session, loaded on your own laptop. Tips for an effective PowerPoint Presentation can be found here.
All session rooms contain:
1 Podium microphone (for presenter)
1 Standing microphone (for the audience)
1 Cordless handheld microphone (same)
1 LCD screen
o Lav mics are available for use as well. For these and any other AV needs, request
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by emailing [email protected]
9. Identify session resources for the conference website and MP3 recordings.
Determine what type of resources will best represent the session and serve as valuable
educational material before and following the conference. Upload your handouts and presentation
via the speaker resource center site by October 3. You may provide handouts on site though we
ask you to limit them to essential materials, and consider suggesting electronically based
resources. Please note that the Council does not copy materials or reimburse for duplication or
shipping costs.
10. Plan a pre-session briefing on site for the team.
Conduct a briefing at the conference location with the moderator and presenters to handle any
last-minute requirements. A speaker ready room will be available for your use. Ask at the
registration desk or feel free to find a meeting place on-site.
B. Session Designer Responsibilities Checklist
The checklist below tracks the steps in session development and targets key deadlines. We have
established dates in the checklist to allow for timely development of marketing and informational
materials for the conference. Please note that while the overall objective is to meet each of these
dates, Council staff welcomes materials as soon as they are ready.
Activity Date
STEP 1: Review the 2014 Fall Conference Design
Manual.
Upon receipt
STEP 2: Confirm panelist to discuss your accepted
session proposal.
Within two weeks of
acceptance notification
STEP 3: Submit all information and / or forms.
Final session title due (September 26)
Have each confirmed presenter complete the online, (September 26) which includes via the Speaker Resource Center:
150 word bio
High-resolution photo
Completed Presenter Resource and Recording/Broadcast Permissions Waiver and Consent Form
September 26
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STEP 4: Conduct at least one meeting/conference call
with your session team by this time. Determine
presenter roles, session objectives, session format,
room setup, audiovisual needs, session take-aways (if
appropriate), and resources for the conference online
tool.
September 26th
STEP 5: Send your resource materials for the
conference online tool. (Presenters and session
designers may submit resources.) At least one item is
suggested per session. Upload via the Speaker
Resources Center
October 3rd
STEP 6: Review the conference website and app for
accuracy about your session (speakers, bios, session
description); notify the Council of any necessary
changes.
Submit changes to: [email protected]
September 26
STEP 7: Conduct a pre-session rehearsal on site in
Cleveland, OH. Attend your session, and enjoy the
conference!
October 19-22
STEP 8: Presenters eligible for reimbursement (see
Section III) mail Non-Staff Travel Expense Report,
Government Official Questionnaire COF Form GOQ-09
and applicable original receipts to the Council.
By November 28
Mail to:
Council on Foundations
c/o Storme Gray
2121 Crystal Drive,
Suite 700
Arlington, VA 22202
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III. Presenter Policies: Expenses, Compensation, and Reimbursement
This section includes information on reimbursable expenses and compensation. Council staff will
communicate these policies to speakers directly and enforce them when necessary. Presenters
can contact Jessica Pearce.
A. Honoraria
The Council does not provide honoraria for concurrent session presenters.
B. Registration
All speakers are registered as “day-only” attendees (unless already registered prior to notification
of conference participation) as defined below.
When you arrive at the conference, please check-in at the registration desk to receive your badge
and
C. Presenter/Speaker Reimbursement
The Council will reimburse one presenter per session. The reimbursed presenter is to be decided
by the session designer or group of presenters and identified via e-mail to [email protected]
The Council will cover expenses described as described below.
One complimentary day of registration for each day they are presenting (excluding non-Council preconference events)
Hotel room and taxes for one night stay at a Council designated hotel if the
presenter resides outside of the local conference area.
Roundtrip transportation to and from the conference not to exceed $400.
Ground Transportation: The Council will not reimburse the cost of
limousine service. Itemize use of taxis on back of expense report and
submit original receipts. The reimbursement should not exceed the
standard taxi expenses for the area. The Council will reimburse mileage at
.56 cents per mile when a personal automobile is used (this amount cannot
exceed the cost of round-trip coach airfare). The Council will not pay for any
damages, repairs, or out-of-pocket costs for operating your automobile. The
Council will not reimburse for rental cars.
*All expenses must be documented and in line with the Council’s Guidelines for Reimbursable
Expenses for Conference Presenters.
D. Guidelines for Reimbursable Expenses for Eligible Conference Presenters
The Council on Foundations will cover the expenses described in these guidelines for one
presenter per session. Original receipts for out-of-pocket expenses must be attached to the
Travel and Expense form in order to be reimbursed, regardless of the amount. Reimbursements
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will not be made until the Council’s accounting requirements are met. [Please refer to
Presenters Expense Policy, above]
Roundtrip Transportation: The Council will reimburse the amounts indicated below (unless a
different amount is indicated on your presenter contract) for ground transportation and airfare
between your home and the conference site.
Ground Transportation: The Council will not reimburse the cost of limousine service. Itemize
use of taxis on back of expense report and submit original receipts. The Council will reimburse
mileage at .56 cents per mile when a personal automobile is used (this amount cannot exceed
the cost of round-trip coach airfare). The Council will not pay for any damages, repairs, or out-
of-pocket costs for operating your automobile. The Council will not reimburse for rental cars.
Airfare: The Council will reimburse you up to $400 (unless a different amount is
negotiated with the Council prior to the conference) for one round-trip, coach class ticket
between your home and the conference site. You are also granted up to $35.00 for one
checked bag. The Council will not reimburse for any amount above $400 unless
approval is received prior to purchasing the ticket. The itinerary may not contain
additional stopovers without advance approval. Any costs associated with changes to your
itinerary following issuance of the ticket are your responsibility. We encourage you to seek
the most reasonable air fare possible. Flight arrangements may be made online.
Hotel: You are responsible for making your reservation at the conference hotel.
Reservations made at other hotels will not be reimbursed, without prior approval. If you live
outside of the local conference area, one night of your stay (unless an additional number of
nights have been approved) at the conference hotel will be billed directly to the Council. You are
responsible for any cancellation fees. The hotel will bill you directly for additional nights and any
other charges made to your room such as upgrades, meals, videos, parking, valet, and taxes. No
entertainment or personal expenses, e.g., phone calls, internet service, postage, photocopying
services, dry-cleaning, pay television, health club, etc., will be reimbursed.
Tips: The Council will reimburse for porterage in the amount of $1.00 per bag and gratuities of $2.00
per day for maid service for nights the Council is covering.
Meals: If meals are not provided by the conference or otherwise by the Council, the Council will
reimburse the cost of meals while traveling and on the day of your presentation up to the following
limits (inclusive of tax and gratuity): $30 for breakfast, $35 for lunch and $50 for dinner.
Foreign Exchange: The Council will reimburse based on the documented rate of exchange
actually paid. Original receipts must be included that show the amount of foreign currency
purchased and rate of exchange received. Reimbursements for out of pocket expenses will be
made at the documented rate up to the total amount of currency purchased. If documentation is
not available for foreign exchange rates used, the Council will reimburse at the rate quoted by
www.exchangerate.com. For foreign credit card transactions, reimbursements will be based on
the actual costs reported by credit card receipt; therefore, credit card receipts or statements must
be included with reimbursement requests for foreign expenses paid by credit card. The basis used
to calculate the amount of foreign expenses should be noted on the travel report.
If you are eligible for reimbursement, you will be contacted by the Conference Team and provided
with the necessary documents. Please note the deadline for submitting Travel & Expense Report
with your receipts indicated on the form (thirty days after the conference). Reimbursements will
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be processed after the conclusion of the conference. To guarantee prompt reimbursement,
please be certain that the Travel & Expense Report is complete, signed and submitted with
all original receipts by the specified deadline. Please allow four weeks after the report has
been submitted to receive payment.
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IV. Your Role During the Conference
Council staff hope that the conference experience is as rewarding for session designers and
participants as it is for attendees. We want you to enjoy this experience, but we need your help to
ensure smooth and successful sessions.
Resources and responsibilities for session designers:
Session evaluations will be available on the conference app and the Council’s website.
Refer attendees to resources. All session attendees will receive a list of resources
related to the session content during the session. Resources will be available on the
conference website and app. Reference resources and follow up before, during, and after
the sessions.
Arrive at your session room at least 10 minutes before start time. Conduct sound
checks. Test audio/visual equipment before session begins. Technicians will be available
to assist you.
Use microphones at all times. Please encourage attendees to use the floor or table top
microphones during the Q&A portion of the session. If participants are not using
microphones, please repeat the questions so that the audience will catch the questions.
Ask Council staff. If you have any problems or concerns, please ask the Council staff
member assigned to your session for assistance.
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V. Social Media Tools
In advance of the 2014 Fall Conference, we invite and encourage you to promote your sessions
on the 2014 Fall Conference Exchange. As well as the Council’s social media platforms—
Facebook, Twitter, and LinkedIn. It is a great way to initiate discussions and showcase your work
before, during, and after the conference.
Twitter: COF_
More than 30,000 people follow the Council on Twitter. We encourage you to tweet from our
conferences. We stream the Twitter feed on screens at the conferences so everyone can see the
conversation. You can follow the Council on Twitter at “@COF_” (please note the underscore
after COF). We have a specific hashtag for tweeting about the conference (#CF100). In addition,
session designers and participants may use a separate hashtag specific to the session to promote
discussion. We recommend that any additional hashtag be kept as short as possible.
“Like” Us on the Council’s Facebook Page
Please find us on Facebook—www.facebook.com/councilonfoundations—and “like” our page. Ask
questions, post news, or weigh in on critical issues regarding rural philanthropy.
Social Media Toolkit
A Social Media Toolkit and additional marketing materials will be forwarded to presenters to
promote their sessions in a separate communication. Additionally, the Council’s communications
team may reach out to speakers to be part of conference promotional materials.
2014 Fall Conference Advisory Group
Volunteer Advisory Group Vikki Spruill President and CEO Council on Foundations Ronn Richard - Chair President & CEO The Cleveland Foundation Ana Marie Argilagos Senior Advisor The Ford Foundation Kali Baker Director of Communications Omaha Community Foundation
Clotilde Perez Bode Dedecker President/CEO Community Foundation for Greater Buffalo Nick Deychakiwsky Program Officer The Charles Stewart Mott Foundation Leslie Dunford Vice President for Corporate The Cleveland Foundation Luz Frias Vice President of Community Philanthropy The Minneapolis Foundation
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Neel Hajra Chief Operating officer & VP for Community Investment The Ann Arbor Area Community Foundation Susan Hallett Vice President , Programs The Community Foundation Serving Richmond & Central Virginia Jenny Hodgson Executive Director Global Fund for Community Foundations Lisa Jolley, J.D. Director of Donor Services and Development The Columbus Foundation Jonathan Lorenzo Yorba President & CEO The Community Foundation Serving Riverside & San Bernardino Counties Keith Mahoney Director, Public Affairs The Boston Foundation
David Maurrase President and Founder Marga Incorporated Michael Murphy Director, Marketing & Communications The Cleveland Foundation Richard Ober CEO The New Hampshire Charitable Foundation
Sylvia Perez Chief of Staff & Manager for Governmental and International Affairs The Cleveland Foundation Bahia Ramos Director, Community Foundations The John S. and James L. Knight Foundation Randy Royster President & CEO Albuquerque Community Foundation Gerry Salole Chief Executive European Foundation Centre Javier Soto President & CEO The Miami Foundation Scot Spencer Associate Director The Annie E. Casey Foundation Alandra Washington Director of Family Economic Security Programs The W.K. Kellogg Foundation Fay Wightman FLW Consulting and Management Services, Inc. Wallace (Ace) Yakey Vice President, Community Development Lilly Endowment Jeff Yost President and CEO Nebraska Community Foundation
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Council Staff Vicente Rodriguez Vice President, Member Experience & Diversity Inclusion Council on Foundations Ericka Plater-Turner Senior Director, Member Experience, Diversity & Inclusion Council on Foundations Kahlee Yeldell Member Experience Logistics Manager, Member Experience and Diversity & Inclusion Council on Foundations
Jessica Pearce Content Designer, Member Experience and Diversity & Inclusion Council on Foundations Storme Gray Program Coordinator, Member Experience and Diversity & Inclusion Council on Foundations Stephani McDow Program Manager, Member Experience and Diversity & Inclusion Council on Foundations
Resource Team Lisa Spinali (Program Strategy Leadership) Consultant Roberta Sumner (Events & Logistics Team Lead) VRS Events Valerie Sumner (Conference Management Co-Lead) VRS Events Michelle Mobley (Marketing) VRS Events Ron (Designer) VRS Events