Whether you call it a collaboration, a coalition, or collective impact, this session with SPARK 2025 keynote Suzanne Smith, will share tips and templates to ensure your collaborative work is productive. We’ll also discuss how to best structure meetings, build trust using charters and ground rules, and measure your existing collaborative efforts. We’ll also discuss how to take your collaborative efforts to the next level through honest conversations on building trust, creating meaningful value for all partners, and managing conflict and power structures. Make your collaboration even more successful with this action-packed session.
Takeaways
- Practical tips and tools for productive collaborations
- How to structure meetings in a way that enhances engagement, clarity, and results
- The importance of using charters and ground rules to build and maintain trust
- Strategies for measuring the effectiveness of collaborations and identifying areas for improvement
- How to navigate power dynamics, resolve conflicts, and ensure all partners find value in the collaboration
Presenter
Suzanne Smith
Founder and CEO
Social Impact Architects
This session is reserved for only the CEO or executive director of human and social services organizations.
Generative AI is no longer theoretical—it’s a strategic reality with transformative potential for mission-driven organizations. In this forward-looking discussion, CEOs will learn from Brightpoint, a Social Current network organization, and Truth Collective, which has supported marketing and branding initiatives for Social Current and Brightpoint. They will share how their organizations are applying generative AI to enhance creativity, accelerate decision making, and increase impact. Designed to spark reflection and action, this conversation will help nonprofit CEOs explore how AI could align with their values, amplify their mission, and future-proof their organizations.
Learning Objectives
- Understand real-world applications of generative AI in nonprofit and agency settings
- Explore leadership-level implications for integrating AI into mission-driven work
- Learn frameworks to begin responsibly experimenting with generative AI
- Gain insight into how CEOs can lead AI innovation within their organizations
Presenters
Bob Bailey
Founder/Managing Partner
Truth Collective
Mike Shaver
Chief Executive Officer
Brightpoint
Moderator
Jody Levison-Johnson
President & CEO
Social Current
Related COA Accreditation standards:
- Human Resources (HR)
- Training and Supervision (TS)
Today, human and social services leaders find themselves in unprecedented times. Workforce challenges, the never-ending increased demands, and shrinking resources require that nonprofit leaders and managers pursue new and innovative strategies for ensuring programmatic and organizational success. Join Dr Dann in this high energy and highly participatory workshop to explore proven strategies to leverage the efficacy of your team and organization. Drawing from the research on trauma-informed practice, the Resiliency Factor provides participants with concrete strategies to reduce turnover, heighten employee engagement, and help the team bounce back from extremely difficult situations. Most importantly, the Resiliency Factor provides a path to ensure the successful pursuit of your organization’s important mission.
During this interactive workshop, participants will have the opportunity to complete an assessment tool that will help them understand the level of resiliency as well as areas for growth that exist within their team and organization. The assessment tool also serves as a springboard for exploring strategies to leverage employees’ developmental assets and their ability to be resilient.
Participants at all levels will have the ability to apply effective strategies at the individual, team, and organizational levels. Supervisors, for example, will benefit from understanding strategies to become resilient, while managers and leaders will have the capacity to apply the conceptual frame and practical strategies from a team and or systems-based perspective.
Learning Objectives
- The conceptual frame of organizational resiliency
- Strategies to leverage developmental assets related to building organizational resiliency at the individual, team and organizational levels
- Connect and apply strategies for implementing organizational resiliency
- Identify at least three practice strategies to support the resiliency of your employee/team
Presenters
Paul Dann
President and CEO of North American Family Institute
North American Family Institute
In an era where philanthropy is evolving rapidly, executives must equip themselves with the knowledge and tools necessary to navigate the complexities of engaging high net-worth individuals (HNWIs), wealth managers/family offices, family foundations, and impact investors. This workshop aims to provide a comprehensive understanding of the modern fundraising landscape, emphasizing innovative strategies that resonate with today’s philanthropists. It will discuss:
- Understanding the Philanthropic Landscape
- Philanthropy in 2025: Learn about the current state of the philanthropic sector and trends in philanthropy
- Motivations of HNWIs: Gain insights into what drives wealthy individuals to give, including personal values, family legacy, and the desire to create social change
- Family Foundations: Explore the dynamics of family foundations, including governance structures, decision-making processes, and the importance of aligning philanthropic efforts with family values
- Incentives: How tax laws are changing impact investing and other forms of giving
- Building Effective Relationships:
- Personalized Engagement: Learn strategies for crafting tailored communication plans with compelling narratives that align with HNWIs’ philanthropic goals and interests
- Long-Term Relationship Cultivation: Discuss techniques for nurturing relationships over time, focusing on ongoing engagement rather than one-time donations
- Impact Investing:
- Understanding Impact Investing: Defining impact investing and its relevance in today’s fundraising efforts; how these investments prioritize social or environmental impact alongside financial returns
- Strategies for Engaging Impact Investors: Identify ways to present opportunities to potential impact investors, including project alignment with their values and clearly defined metrics for success
- Other Innovative Fundraising Strategies:
- Leveraging Technology: Explore the role of digital tools and platforms in reaching HNWIs and family foundations; discuss how data can inform fundraising strategies and enhance donor engagement
- Creating Unique Experiences: Develop ideas for experiential fundraising initiatives that connect donors with the mission in meaningful ways, including policy events, site visits to projects, or tailored volunteer opportunities
In this interactive workshop, participants will analyze successful fundraising campaigns that have effectively engaged HNWIs and family foundations. Discussions will highlight best practices and lessons learned. Participants also will have the opportunity to develop a message for a campaign to practice the skills.
Learning Objectives
- New models/new applications of existing models of philanthropic giving
- Techniques for researching and cultivating high-net worth individuals
- How to work with wealth managers and family offices
- Digital fundraising campaigns
Presenters
Sarah Beth Lardie
Chief Development Officer
Social Current
As changemakers, many of us struggle with the most complex issues of our time. Systems of oppression are not only entrenched but interconnected. And even as we work to solve problems on the daily, a paralyzing thought can creep in … are we even solving the right problem?
Greater Good Studio has been working with social sector clients to reframe problems for the past 13 years. We have found that the original problem statement often has one or more of the following issues:
- It’s focused entirely on symptoms, while root causes continue undeterred
- It’s centering the wrong humans, or no humans at all
- It’s so vast that the only thing it inspires is overwhelm
Whether you’re a leader planning organizational strategy, or a mentor looking to better support your mentees, this workshop will give you concrete tools for tackling challenges in a more strategic, action-oriented, and equitable way. You will learn and practice methods for:
- Mapping root causes
- Writing positive goals
- Centering bright spots
These methods build on concepts, such as appreciative inquiry, positive deviance, and human-centered design, which Greater Good Studio has practiced with hundreds of clients across the social and public sectors.
Each participant will start with a challenge or issue that has them stuck. They will end the workshop with an ambitious-yet-achievable “positive goal,” as well as a plan to achieve that goal.
Organizational teams are encouraged to participate, as this experience is ideal for building alignment within groups.
Learning Objectives
- Map possible root causes to a problem
- Write “positive goals,” which make any challenge actionable
- Engage strategically with the people most impacted by their challenges
Presenters
Sara Cantor
Co-Founder and Co-Executive Director
Greater Good Studio
George Aye
Co-Founder and Co-Executive Director
Greater Good Studio
The financial challenges of being a human service nonprofit in the U.S. come as no surprise to leaders in the field. (See Social Current’s 2018 report, A National Imperative: Joining Forces to Strengthen Human Services in America, for a refresher of the harrowing statistics.) Human service organizations scrape by on government contracts that, in many cases, fail to cover the direct cost of delivering the service, let alone the indirect costs required to run a high-quality organization. Staff at all levels are underpaid, which leads to burnout and turnover, and, in the, end the organization’s beneficiaries suffer.
This situation is not new. We at Bridgespan have seen it in hundreds of human service organizations that we have advised over the last 25 years. And it surely started long before that. So why does this persist? Why don’t human service organizations walk away from bad contracts? Our experience suggests that the biggest reason is a good one—the desire to help people in need. There is also a bit of inertia that factors in, as well as the desire to not lay off staff and not see the budget decrease, but the biggest reason is mission.
However, in recent years we have seen an increasing number of nonprofit leaders question whether continuing to execute government contracts is really the best way to advance their mission. These leaders have found it helpful to think about two different ways of achieving their mission—”serving” and “solving.” “Serving” refers to providing direct service, typically funded by government contracts, following program models prescribed by those contracts, and doing so within the financial resources those contracts provide. “Solving” refers to trying to change the status quo approaches to human services, often through innovation and advocating for systems change. While it might be tempting to say you want your organization to focus on “solving,” it is not an easy shift to make. There are valid reasons to continue “serving,” and ways to optimize it for impact and sustainability.
This session will explain the differences between “serving” and “solving” and share what it takes to do each well. Participants will leave with a framework they can apply to their organization, have a chance to reflect on their ambitions for their organization, and learn from examples of other organizations that have used this framework. In this interactive session, we hope to share what we have learned from our work and gather your feedback and learn from your experience navigating this dilemma.
Learning Objectives
- The difference between “serving” and “solving”
- Why it is important to clarify your ambition
- What capabilities, resources, and relationships to build, given your ambition
- How to navigate common challenges in pursuing your ambition, such as making a case for more philanthropy
Presenters
Alex Neuhoff
Partner
The Bridgespan Group
Rohit Menezes
Partner
The Bridgespan Group
In this practical, hands-on workshop, presenters from Congreso de Latinos Unidos, a multiservice organization in Philadelphia, will share their homegrown Human-Centered Design Toolkit and information about innovative design tools that participants can take back to their organizations for thoughtful service design and delivery.
Congreso has been using human-centered design (HCD) as an innovative framework for its service design process, reimagining human services for its largely Latino population. Specializing in “last mile innovation,” Congreso uses its design toolkit to empower staff at the end-user client level to redesign their programs to generate data-rich insights, leading to improved experience and outcomes for participants. Staff and leaders are empowered to thoughtfully advocate for their teams and communities.
In building the design toolkit, Congreso tested more than 75 HCD tools and methods used throughout the private sector to determine which techniques translate and have the greatest impact in the social services field. In doing so, Congreso has learned a great deal about how to bring practical design and social innovation techniques into program teams, providing professional development opportunities for staff via “design labs” and building the organization’s culture and acumen around using design for increased impact and advocacy.
In this session, participants will learn about Congreso’s human-centered design journey, see the design toolkit firsthand and participate in mini design labs to gain hands-on experience of putting design practices into action.
Congreso will walk participants through each tool in the design toolkit, provide tips for use, and give everyone a chance to experience the tools in action. Presenters will guide participants in applying the tools to real-life design challenges in their programs so that they gain experience in using HCD to rethink challenges and explore new ideas.
Learning Objectives
- The tenets of human-centered design
- Experience design tools in action
- Gain a concrete foundation in a variety of design practices that have been tested and validated for use in social services
Presenters
Brendan Conlin
Chief Program Officer
Congreso de Latinos Unidos
Jamie Hughes
Vice President of Programmatic Development
Congreso de Latinos Unidos
This session is reserved for only the CEO or executive director of human and social services organizations.
Data shows there are over 100,000 behavioral health provider organizations, with less than 20% connected to any state or national provider association. In an evolving landscape where behavioral health nonprofits face increasing challenges, mergers and acquisitions are emerging as a strategic pathway to protect Medicaid dollars and ensure sustainability and quality service delivery.
This session, led by the CEO of Consulting for Human Services, a specialist behavioral health consulting firm, aims to reframe the narrative around mergers and acquisitions, moving beyond the traditional perceptions of loss and toward a vision of growth and opportunity. The session will guide participants through the complexities of identifying potential mergers that align with their mission, recognizing bad actors that could derail the process, and the critical role of board alignment in navigating these waters successfully. This presentation will dissect real-world examples, provide actionable insights, and explore the strategic considerations necessary to make informed decisions that secure the future of nonprofit provider organizations.
Learning Objectives
- Overview of our fragmented provider ecosystem
- Trends and realities in nonprofit mergers and acquisitions
- Why a strategic growth strategy should be the top priority for CEOs and boards
- How to find mission-based matches
Presenter
Stacy DiStefano
CEO
Consulting For Human Services, Inc (CFHS)
Related COA Accreditation standards: Governance (GOV)
The diversity, equity, and inclusion (DEI) landscape has shifted dramatically, leaving organizations and leaders grappling with uncertainty. Rollbacks, resistance, and new federal mandates have challenged traditional approaches, creating a sense of urgency to redefine how inclusion and equity manifest in the workplace. Despite the challenges, one thing remains clear—fostering trust, collaboration, and accountability is critical for thriving workplaces. This workshop is designed for leaders, practitioners, and advocates who are looking to navigate this new era of inclusion with purpose and precision. It will provide a roadmap for moving beyond the limitations of traditional DEI frameworks into Human-Inclusive EQ (HI-EQ), a practical, human-centric approach that aligns inclusion efforts with compliance to create measurable, lasting impact.
Participants will gain actionable insights into:
- The pro/anti-DEI cycle and how it has shaped current organizational dynamics
- Navigating federal compliance, while maintaining a focus on inclusion and belonging
- Leveraging HI-EQ principles like universal worth, empathy and awareness, and accountability in action to rebuild trust and foster collaboration
This session isn’t about abandoning DEI; it’s about evolving it into something purposeful, compliant, and effective. You’ll leave equipped with tools like the Lever Mapping Worksheet and Metrics for Success Guide to immediately apply in your organization, ensuring your efforts drive both cultural and business outcomes.
Through an interactive format, we’ll explore how to navigate resistance, foster alignment across differing perspectives, and create inclusion strategies that work for everyone. Participants will also engage in hands-on exercises to personalize the concepts ensure they leave with a clear action plan tailored to their unique challenges.
As leaders and decision-makers, participants will leave with:
- Clarity on how to reconcile DEI goals with shifting regulations and expectations
- Tools to create inclusive cultures rooted in human values, trust, and measurable outcomes
- Confidence to guide their organizations through change without compromising their core missions
This workshop will empower participants to lead the next evolution of inclusion work, ensuring their organizations remain resilient, effective, and aligned with the broader goal of social impact. Whether you’re a seasoned DEI leader or new to navigating inclusion challenges, this session will offer fresh perspectives and actionable solutions for charting the path forward.
Join us to explore how inclusion can thrive in a post-DEI world where purpose, compliance, and meaningful action converge. Together, we’ll define what purposeful work looks like and build a future where everyone belongs.
Learning Objectives
- About the pro/anti-DEI cycle
- The dynamics that have shaped the current DEI landscape, including resistance, rollbacks, and shifting expectations
- How to navigate federal compliance with confidence
- How to align inclusion efforts with federal mandates while maintaining a focus on trust, collaboration, and accountability
- How to apply the Human-Inclusive EQ Framework (HI-EQ)
- How HI-EQ principles, such as universal worth, empathy and awareness, and accountability in action, can rebuild trust and foster thriving workplace cultures
- Develop actionable inclusion strategies
- Acquire tools, like the Lever Mapping Worksheet and Metrics for Success Guide, to create practical, measurable inclusion initiatives tailored to your organization
Presenters
Kelly Blackmon
Founder/Consultant
B.E. Consulting
Related COA Accreditation standards:
- Risk Prevention and Management (RPM)
- Performance and Quality Improvement (PQI)
Electronic health records systems (EHRs) are the essential systems/tools for health and human services organizations seeking to ensure regulatory compliance, improve operational efficiencies, and transform into fully data-driven organizations. Effective data governance and organizational change management are critical for the long-term success and maintenance of your EHR system. These processes ensure data integrity, streamline system changes, and enhance overall business and health outcomes.
Learning Objectives
- Define the importance of data governance and organizational change management
- Describe the phases of EHR maintenance required for effective data governance
- Ensure data accuracy for funding success
- Support EHR change management and data governance
Presenters
Tina Kirkpatrick
Senior Director of EHR Strategy and Customer Success
EHR Edge
Theresa Yera
Senior Director of EHR Strategy and Customer Success
EHR Edge