Join your CEO and ED colleagues for a one-and-a-half-day Retreat for inspiration, discussion, networking and sharing focused on issues of importance to all community foundation leaders. The theme of this year’s retreat is “Wrestling with the Big Issues” which features a keynote address from Lucy Bernholz, who will share her latest perspectives including those from her Blueprint 2024, a responsive panel of CEOs talking about how their programs are positioned for the future, and a workshop on fresh approaches to leadership that avoid burnout and provide tools to lead well in the “next normal” of impact-driven leadership. As with all CEONet Retreats, time is built into the schedule for open discussion with your colleagues. Our Retreat is at The San Diego Foundation in Liberty Station, walking distance from hotels and other activities.
Registration Details
Member registration – $725
Non-member registration – $1,025
Optional Pre-Retreat Site Visit, Wednesday April 10 -$50
***Please review your current membership status HERE before selecting which ticket type to register under.***
Recommended Hotels
Courtyard by Marriott, Liberty Station and Homewood Suites, Liberty Station
Detailed Agenda and Speaker Profiles
Pre-Retreat Site Visit—TCC Project
Wednesday, April 10, 2024
2:00pm—5:00pm
In partnership with the San Diego Foundation, we will visit the Transformative Climate Communities Project. A coalition of 11 applicants, with the San Diego Foundation taking the lead, submitted to the state of California, a proposal of 8 projects and 3 plans for housing, green space, building upgrades, and transportation improvements for San Diego’s Historic Barrios. Our site visit will begin at the San Diego Foundation where we will be transported to the district for a walking tour and hear about several projects including the Holistic Healthy Homes, Tierras Indigenous Community Land Trust, and the workforce development center. We’ll talk about the San Diego Foundation’s unique role in this initiative and the work-strategies process used to make this community driven portfolio of projects a success. After the tour attendees will be transported back to the Courtyard by Marriott, Liberty Station.
The fee is $50 per person and is limited to the first 25 people who sign up. If you are already registered for the Retreat and want to attend the Pre-Retreat Site Visit—TCC Project, please purchase a ticket to register. If you have not already registered for the Retreat, and want to attend the site visit, please add the Pre-Retreat Site Visit—TCC Project to your purchase to register for both.
Wednesday April 10, 2024, 6:00pm-8:00pm
Welcome Cocktail Reception-Courtyard Liberty Station Patio
Thursday, April 11, 2024—9:00am—5:00pm
Speakers:
- Lucy Bernholz is a senior research scholar and director of the Digital Civil Society Lab, which is part of Stanford University’s Center on Philanthropy and Civil Society (PACS). Lucy is author of “Philanthropy and Digital Civil Society: Blueprint” which is the annual industry forecast. Lucy has authored many papers and briefs on philanthropy. She was a co-author of “On The Brink of New Promise: The Future of U.S. Community Foundations, a seminal study on community foundations, now nearing its 20th anniversary of release.
CEO Responsive Panel
- Simeon Bannister, Rochester Area Community Foundation
- Mark Stuart, The San Diego Foundation
THRIVE IMPACT Team
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- Tucker Wannamaker, Chief Executive
- Sara Fanslau, Chief of Impact
- Aaron Cohen, Relationship Leader
THRIVE IMPACT is defining the next normal of workplace leadership for impact-driven organizations. With the speed and complexity of change happening at an exponential rate, the old ways of leadership don’t work in the new day we find ourselves in. Using neuroscience-backed tools and practices, they help teams create impact from the inside out by aligning at all levels – starting at the individual level and then moving outwards to teams and organizations, arriving at the end result of true community impact.
Thursday Agenda
9:00am—10:00am
Welcome—Kristi Knous, Chair CEONet and Diane Miller, ED CEONet
Icebreaker Introduction Exercise
10:00am—12:00pm
Keynote Speaker: Lucy Bernholz
Using the Blueprint 2024 as a framing document, Lucy will speak to the larger issues facing civil society with a philanthropic lens. As part of Lucy’s presentation, there will be table discussions using the “sensemaking” exercise found in Lucy’s monograph. There will be time for Q & A as well as reporting out.
Lunch—12:00pm-1:00pm
1:00pm—2:00pm
Speakers: CEO Panel
In response to some of the morning topics, a panel of CEOs will offer their perspectives on how they are addressing key issues through their programming at the local level. Q&A follows the discussion.
2:00pm—5:00pm
Facilitators: THRIVE IMPACT
Through this 3-hour interactive workshop, THRIVE IMPACT will introduce tools for the next normal of impact-driven leadership. CEOs will learn and be able to apply principles of conscious leadership and co-creative leadership in the room. These principles, when applied, can lead to key outcomes in your lives and organizations such as reduced burnout, increased resilience, greater alignment, and the ability to unlock the collective wisdom of your team.
5:00—5:15 Wrap Up
6:00pm —8:00pm
Casual Dinner at the Presley
Margaritas, beer, and wine, make your own taco bar. Outside patio. 10-minute walk from San Diego Foundation.
Friday April 12, 2024
Friday morning will be a lightly facilitated time for attendees to assimilate their learning and prioritize their top takeaways with input from their peers.
Friday Agenda
8:00am—8:30am
Breakfast and CEONet Overview to lead into the final session with THRIVE IMPACT
8:30am—10:30am
Facilitators: THRIVE IMPACT
Reflecting, Learning, and Crowd-Sourcing Wisdom Experience
Through this 2-hour facilitated conversation, CEOs will be able to reflect on their core learnings from the retreat, work on how you might apply those learnings back home in your organizations and connect with each other in small groups to share wisdom and innovations.
11:00am—Adjourn (San Diego airport 15 minutes away)