8:30 a.m. Registration & Continental Breakfast

9:00 a.m. – 12:00 p.m. Opening Keynote Speaker: Jerr Boschee, Founder and Executive Director, The Institute for Social Entrepreneurs speaking on "Social Enterprise: The Promise and the Perils."

The pressures confronting nonprofits these days are daunting:

• Operating costs continue to climb
• Traditional sources of financial support are increasingly unstable
• The number of nonprofits competing for funds has risen dramatically
• The ranks of people in need are escalating
• And the calls for accountability from donors and others are more demanding than ever before. 

Fortunately, during the past few years, nonprofits around the world have been responding to the pressures impinging on them by adopting entrepreneurial strategies that emphasize a “double bottom line”:  Helping the organization expand its impact and simultaneously increase its financial self-sufficiency.

Jerr Boschee has long been recognized as one of the founders of the social enterprise movement worldwide. To date he has delivered seminars or conducted master classes in 42 states and 15 countries.

Mr. Boschee’s presentation will cover the following topics:

• Why nonprofits are becoming more entrepreneurial (historical context, driving forces and five potential outcomes)
• Key terminology  and eight basic principles
• Examples of successful  social entrepreneurs
• Four common stakeholder objections
• Fifteen critical success factors for nonprofits adopting entrepreneurial strategies (identified by the pioneers in the field)

Following the presentation, Mr. Boschee will distribute two documents to stimulate discussion:

• “Crossing the cultural divide”®:  A matrix displaying -- in 21 categories -- the traditional nonprofit mentality, the traditional for-profit mentality and the new, hybrid mentality necessary for successful social entrepreneurship
• “How do you stack up?”®: A 23-question checklist that enables participants to begin assessing how ready their organizations might be to begin adopting or expanding entrepreneurial strategies

Bio for Jerr Boschee

12:00 p.m. Lunch Speaker: Dave McDonough, President, The Social Enterprise Institute (SEI) speaking on "Building the Eco-System to Support Social Enterprise"

The Social Enterprise Institute is a nonprofit organization that helps nonprofit leaders develop the skills, knowledge and networks to run successful social enterprises.  SEI provides learning groups, workshops and consulting services for social purpose entrepreneurs and draws on a national network of technical assistance, investors and educational resources to collaborate on specific projects.

Bio for Dave McDonough

1:00 p.m. - 1:15 p.m. Break

1:15 p.m. – 2:45 p.m. Concurrent Workshops

There will be two concurrent workshop sessions in the afternoon. Three of the workshops will be repeated in the second session so you will have optimum opportunity to attend two workshops of your choice. There will be an Introductory Level Leadership Forum in Session 1 and an Intermediate Level Leadership Forum in Session 2.

Intermediate: Organizations that have a social enterprise or earned income strategy in place and wish to refine practices. Organizations that own and operate mature, established social enterprises.

Positioning and Marketing Strategies for Entrepreneurial Nonprofits (Introductory/Intermediate). Regardless of whether they are pursuing earned revenue strategies internally or starting a free-standing social enterprise, nonprofit entrepreneurs have discovered that positioning (“branding”) and marketing strategies are keys to their success. The presentation will cover 36 topics in five general categories:  

• Basic principles 
• Strategic marketing  
• Positioning strategies
• Strategic partnerships
• Tactical marketing (the “marketing mix”)

Jerr Boschee, Founder and Executive Director, The Institute for Social Entrepreneurs

Bio for Jerr Boschee

3:00 p.m. – 4:30 p.m. Concurrent Workshops

Positioning and Marketing Strategies for Entrepreneurial Nonprofits (Introductory/Intermediate). Regardless of whether they are pursuing earned revenue strategies internally or starting a free-standing social enterprise, nonprofit entrepreneurs have discovered that positioning (“branding”) and marketing strategies are keys to their success. The presentation will cover 36 topics in five general categories:  

• Basic principles
• Strategic marketing  
• Positioning strategies 
• Strategic partnerships 
• Tactical marketing (the “marketing mix”)

Jerr Boschee, Founder and Executive Director, The Institute for Social Entrepreneurs

Bio for Jerr Boschee

Starting Where You Are With What You Have: Identifying Existing Assets and Core Competencies (Introductory). Pursuing sustainability through earned income may not be as risky as you might initially think. Explore how the services you are already providing, or existing assets that you already have may be an opportunity to generate additional revenue. Janet S. Cohen, Consulting and Training Services for Nonprofit Organizations

Bio for Janet S. Cohen

Linking Money to Mission: A Balancing Act (Introductory/Intermediate). Learn how to balance your organization’s mission with its financial realities. Explore how the business you’re in and the choices you make impact organizational financial health and, ultimately, the viability of your mission and programs. Nima Krodel, Nonprofit Finance Fund

Bio for Nima Krodel