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Brisbane  20 June 2011
Sydney    21 June 2011
Melbourne 23 June 2011



                                                                  6th Annual
givewell NONprOFIt FOruM
                                 Building resilience in the third sector
WHO SHOuld attEnd?           Sector Reform and Regulation: The National Not-for-Profit
                            	
Chief Executives              Regulator and the development of a capital market for social
Board Members                 economy organisations
Investment Committee
                             Investment Strategy: Setting investment policy to meet
                            	
Development Managers
                              organisational objectives
Chief Financial Officers
Finance Managers             Economic Outlook: How will the “new normal” economy impact
                            	
                              on charitable giving and the business of nonprofit entities?
                             Strategic Governance and Risk Management: Building and
                            	
                              maintaining an effective board
                             Partnering for success: Both with business and with other
                            	
                              nonprofits for a shared service provision
                             Human Capital Management: Building a culture of
                            	
                              innovation with limited resources
8.00am                                                                                Chris Leggett, Manager, Philanthropy
                                                                                      and Exemptions Unit, Treasury (Brisbane)
                                              WHAT IS A FISH BOWL
Registration opens                                                                    Facilitated by:
                                              DISCUSSION?                             Ian Learmonth, Director, Social Finance,
8.30pm                                        We will be placing our                  Social Ventures Australia
                                              speakers and experts
Opening from the Chair                        at the heart of the                     10.30am
                                              audience, encouraging
Michael Walsh, Executive Director,            all attendees to engage
Givewell                                                                              Morning tea and networking
                                              and actively participate in
                                              the conversation.
8.35pm                                        This style of facilitation will:
                                                                                      CAPACITY BUILDING
Opening Keynote                               •		Encourage	lively,	intense	and	       AND INVESTMENT
The Hon Tanya Plibersek MP, Federal
                                                 focused discussion                   STRATEGY
                                              •		Keep	the	exchange	fast-paced	and	
Minister for Human Services and Social
Inclusion (via video)                            highly relevant                      10.50am
                                              •		Tease	out	fresh	perspectives
                                                                                      Laying the foundation
FUTURE REGULATION                             •		Challenge	the	traditional	speaker/
                                                                                      for a social economy
                                                 audience dynamic
AND FUNDING                                   Room layout:                            •	 Building	capacity	in	the	third	sector

8.45am                                                                                •	 Organisational	mentoring;	
                                                                                         programmes and outcomes
                                                                           speakers
Presentation & discussion:                                                            •	 Robust	planning	through	
                                                                           audience
Steps towards a national                                                                 financial sustainability
not-for-profit regulator:                                                             •	 Examining	some	case	studies
What should be the goals,                   9.25am                                    Sandy Blackburn-Wright, Head of
scope and function of national                                                        Organisational Mentoring, Group
nonprofit regulation?                       Fishbowl discussion:                      Sustainability and Community,
                                                                                      Westpac (Brisbane, Sydney)
Looking in some more detail at the          Future regulation and funding
scoping study being undertaken by           of the third sector                       Julienne Price, Head of Social Sector
Treasury and PM&C, and an opportunity                                                 Banking, Westpac (Melbourne)
                                            In this session we ask panelists to put
for attendees to make their voices heard.
                                            their views forward, and then invite
                                            the audience to join in the discussion
                                                                                      11.20am
Chris Leggett, Manager, Philanthropy
and Exemptions Unit, Treasury (Brisbane)    using a “fishbowl” discussion format.     Trends in consumer
Helen McDevitt, Office for the Not-for-     Participants:                             spending and implications
Profit Sector, Department of the Prime
                                            Tony Thirlwell OAM, CEO, National         for charitable giving
Minister and Cabinet (Melbourne)
                                            Heart Foundation NSW (Sydney and          •	 Retiring	baby	boomers	and	rise	of	Gen	Y
Martin Jacobs, Principal Adviser,           Melbourne)
                                                                                      •	 Increase	house	price	and	mortgages
Personal and Retirement Income
                                            Cameron Prout, CEO National Heart
Division, Treasury (Sydney)                                                           •	 Frugality	–	low	retail	sales	etc.
                                            Foundation QLD (Brisbane)
                                                                                      •	 Continued	low	returns	
9.05am                                      Les Hems, Director of Research,
                                            Centre for Social Impact                     from investments
Towards a capital market for                Belinda Drew, CEO, Forresters             •	 Rise	in	Aus$	and	business	profits
social economy organisations:               Community Finance
                                                                                      •	 Wage	pressures	–	the	mining	boom	
How should a capital market for             Robert Pekin, CEO, Food Connect              and shortage of skilled labour
social economy organisations
                                            Steve Hawkins, Executive, The
operate?                                    Benevolent Society (Brisbane, Sydney)     Harry Cator, CEO, DMP Asset Management
Innovative Financing of the Nonprofit
Sector	–	a	look	at	the	current	
                                            Peter Winneke, Myer Family Company        11.50am
                                            (Melbourne)
Senate Inquiry, and how it fits with                                                  Building a sustainable platform
                                            Tamara Hartwich, Treasury (Sydney)
the Not-for-Profit Regulator.
                                            Helen McDevitt, Department of Prime
                                                                                      – setting investment policy for
Les Hems, Director of Research,             Minister & Cabinet (Melbourne)            not-for-profits in 2011
Centre for Social Impact
                                            Professor Myles McGregor-Lowndes,         Whether funding ongoing activities
                                            Director, The Australian Centre for       or providing the basis for long term
                                            Philanthropy and Nonprofit Studies,       development, a Not-for-profit’s
                                            QUT (Brisbane)
investment pool requires careful             LEADERSHIP AND                                 In an engaging and challenging 30
management and consideration as to the                                                      minutes, two of the leaders in this area
objectives it serves.  Using case studies,   PARTNERSHIPS                                   will provide a unique perspective on
we will explore the role of investment                                                      the tools, frameworks and approaches
strategy and setting in place the roadmap    2.00pm                                         currently being used around the
for future management of the Not-for-                                                       world. This session will give you:
                                             Beauty and the beast:
profit’s investment capital to ensure                                                       •	 The	knowledge	to	approach	impact	
the sustainability of its endeavours.
                                             nonprofit partnerships
                                                                                               measurement with confidence
                                             with the private sector
Keith Drewery, Head of Family                                                               •	 The	understanding	of	the	strengths	
Office and Wealth Services,                  It’s been proven that there’s considerable
                                                                                               and weaknesses of various approaches
Myer Family Company (Brisbane)               value in cross sector partnering.  Here we
                                             consider how to form successful business       •	 The	ability	to	express	the	change	you	
Miles Collins, Manager, Investment                                                             make and turn that into enhanced
                                             partnerships, and their value in the current
Research and Advisory, Myer                                                                    fundraising ability (for NFPs)
                                             climate of social responsibility and
Family Company (Sydney)
                                             enterprise.                                    •	 The	certainty	that	your	investment	
Farren Williams, Investment Adviser,                                                           is delivering results (for investors)
Myer Family Company (Melbourne)              Audette Exel is a unique and inspiring
                                             player on the nonprofit scene.  ISIS           Jerry Marston, Director, Net Balance
12.20pm                                      operates projects in Uganda and Nepal,         Ross Wyatt, Associate Director, Net
                                             funded entirely by the ISIS business based     Balance
Maximising operational                       in Sydney. She joins us to share her ideas
efficiency                                   around successful partnering.                  3.00pm
In this session we look at case studies      The Heart Foundation has long partnered
of not-for-profit organisations who          with the private sector to achieve highly      Coffee
have successfully re-organised               mutually beneficial outcomes.  We’re
their business systems, and                  pleased to welcome two of their CEOs           STRATEGY & DIRECTION
found significant efficiencies.              who share their experience of corporate
•	 Where	do	we	find	inefficiencies	
                                             relations and principles for success.          3.15pm
   that can be resolved?                     Audette Exel, CEO and founder,                 Managing multiple risks
                                             ISIS Asia Pacific (Sydney)
•	 Hard	to	base	on	size,	often	more	about	                                                  •	 What	is	Risk	Management	
   the complexity of the existing systems    Cameron Prout, CEO National Heart                 within an NFP context
                                             Foundation	QLD	(Brisbane)
•	 Calculating	the	“true	cost”	of	                                                          •	 Relevance	and	application	of	
   individual programmes                     Tony Thirlwell, CEO National Heart                Australian Standard ISO 3100
                                             Foundation NSW (Melbourne)                     •	 How	NFP’s	should	react	from	an	
•	 Linking	up	fundraising,	accounts,	
                                                                                               implementation perspective
   the CRM and the programmes                2.30pm                                         •	 Case	Studies
Trish Hall, CEO, Star Business Solutions
                                             Knowing the change you make                    David Rosenbaum, Principal,
(Sydney, Melbourne)
                                                                                            Optimum NFP
                                             Impact. It’s become one of the most
Joanne Collinson, Managing Director,
                                             misused words in the community sector.
blueStar Business Solutions (Brisbane)
                                             We are all striving to make an impact but
                                                                                            3.45pm
                                             how certain are we that it has happened?       Building an effective board;
12.50pm                                      How much impact have we made? How
                                                                                            directing an effective
Lunch                                        do we provide evidence that our work has
                                             value? How do we engage supporters by
                                                                                            organisation
                                             understanding impact rather than input?        Who makes the best nonprofit board mem-
                                                                                            bers? Donors, experienced business peo-
                                                                                            ple or experienced nonprofit operators?
  	 WITH THANKS TO OUR SPONSORS
                                                                                            How do we manage a voluntary nonprofit
                                                                                            board and ensure it is effective, responsive
                                                                                            and professionally run?
                                                                                            Duncan Peppercorn, Executive
                                                                                            Director, Social Ventures Australia,
                                                                                            Head of SVA Consulting
                                                             SUPPORTER
                                                                                            4.30pm
                                                                                            Networking and Drinks
enQUiRies                                      RegistRation FoRm
Web       www.3pillarsnetwork.com.au
Fax       02 9810 6746                         please RegisteR me FoR
Mail      212A Darling Street                     Brisbane 20 june 2011            sydney 21 june 2011       melbourne 23 june 2011
          Balmain nSW 2041
                                               Members of 3 Pillars network are entitled to a 10% discount.
RegistRations                                     I am a member of 3 Pillars network        I am interested in becoming a member
Contact Zaf Makdum
Tel     02 9555 4203                           eaRly BiRd – Book & pay by 2 June 2011
email   zaf@3pillarsnetwork.com.au
                                               small nonprofits organisations (turnover less than $5million*):
                                               Single registration                   $275+GST = $302.50
VenUes
                                               2 people from same organisation       $475+GST = $522.50
Brisbane                                       3 people from same organisation       $625+GST = $687.50
Christie Conference Centre
                                               other nonprofits organisations:
320 Adelaide Street
Brisbane, QLD 4000                             Single registration                          $450+GST = $495.00
Tel 07 3010 9028                               2 people from same organisation              $750+GST = $825.00
                                               3 people from same organisation              $950+GST = $1045.00

sydney                                         others (advisors, consultants, fundraisers, government etc):
menzies Hotel                                  Single registration                    $500+GST = $550.00
14 Carrington Street                           standaRd RegistRation Rate – Book & pay after 2 June 2011
Sydney nSW 2000
Tel 02 9299 1000                               small nonprofits organisations (turnover less than $5million*):
                                               Single registration                   $330+GST = $363.00
                                               2 people from same organisation       $570+GST = $627.00
melbourne
                                               3 people from same organisation       $750+GST = $825.00
mercure Hotel
13 Spring Street                               other nonprofits organisations:
Melbourne VIC 3000                             Single registration                          $450+GST = $495.00
Tel 03 9205 9999                               2 people from same organisation              $900+GST = $990.00
                                               3 people from same organisation              $1140+GST = $1254.00
                                               others (advisors, consultants, fundraisers, government etc):
Cancellation policy:                           Single registration                    $600+GST = $660.00
Should you be unable to attend a               group discounts are available for 3 or more attendees. Contact us for this special rate.
substitute delegate is always welcome at
no extra cost. Alternatively, a full refund,   *The turnover measure is only a guide. Please contact us if you wish to be considered for the lower rate.
minus 50% (inclusive GST) service charge
                                               please complete
will be made for cancellations received
in writing up to one month prior to the        Mr/Ms/Mrs/Miss Given names
event. Regrettably, no refund will be given
for cancellations received later than one      Surname
month prior to the event. However, a full
credit note will be issued.                    Company/Organisation

privacy:                                       Position
The information you have given will be
recorded in our delegate database. 3 Pillars   Address
network may also share this information
with our event partners. Please tick the       City                                                             Postcode
appropriate box if you DO nOT wish to          Phone                                                            Fax
receive further correspondence. 3 Pillars
network reserves the right to change           email
the programme without notice.
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Nonprofit final-brochure

  • 1. Brisbane 20 June 2011 Sydney 21 June 2011 Melbourne 23 June 2011 6th Annual givewell NONprOFIt FOruM Building resilience in the third sector WHO SHOuld attEnd? Sector Reform and Regulation: The National Not-for-Profit  Chief Executives Regulator and the development of a capital market for social Board Members economy organisations Investment Committee Investment Strategy: Setting investment policy to meet  Development Managers organisational objectives Chief Financial Officers Finance Managers Economic Outlook: How will the “new normal” economy impact  on charitable giving and the business of nonprofit entities? Strategic Governance and Risk Management: Building and  maintaining an effective board Partnering for success: Both with business and with other  nonprofits for a shared service provision Human Capital Management: Building a culture of  innovation with limited resources
  • 2. 8.00am Chris Leggett, Manager, Philanthropy and Exemptions Unit, Treasury (Brisbane) WHAT IS A FISH BOWL Registration opens Facilitated by: DISCUSSION? Ian Learmonth, Director, Social Finance, 8.30pm We will be placing our Social Ventures Australia speakers and experts Opening from the Chair at the heart of the 10.30am audience, encouraging Michael Walsh, Executive Director, all attendees to engage Givewell Morning tea and networking and actively participate in the conversation. 8.35pm This style of facilitation will: CAPACITY BUILDING Opening Keynote • Encourage lively, intense and AND INVESTMENT The Hon Tanya Plibersek MP, Federal focused discussion STRATEGY • Keep the exchange fast-paced and Minister for Human Services and Social Inclusion (via video) highly relevant 10.50am • Tease out fresh perspectives Laying the foundation FUTURE REGULATION • Challenge the traditional speaker/ for a social economy audience dynamic AND FUNDING Room layout: • Building capacity in the third sector 8.45am • Organisational mentoring; programmes and outcomes speakers Presentation & discussion: • Robust planning through audience Steps towards a national financial sustainability not-for-profit regulator: • Examining some case studies What should be the goals, 9.25am Sandy Blackburn-Wright, Head of scope and function of national Organisational Mentoring, Group nonprofit regulation? Fishbowl discussion: Sustainability and Community, Westpac (Brisbane, Sydney) Looking in some more detail at the Future regulation and funding scoping study being undertaken by of the third sector Julienne Price, Head of Social Sector Treasury and PM&C, and an opportunity Banking, Westpac (Melbourne) In this session we ask panelists to put for attendees to make their voices heard. their views forward, and then invite the audience to join in the discussion 11.20am Chris Leggett, Manager, Philanthropy and Exemptions Unit, Treasury (Brisbane) using a “fishbowl” discussion format. Trends in consumer Helen McDevitt, Office for the Not-for- Participants: spending and implications Profit Sector, Department of the Prime Tony Thirlwell OAM, CEO, National for charitable giving Minister and Cabinet (Melbourne) Heart Foundation NSW (Sydney and • Retiring baby boomers and rise of Gen Y Martin Jacobs, Principal Adviser, Melbourne) • Increase house price and mortgages Personal and Retirement Income Cameron Prout, CEO National Heart Division, Treasury (Sydney) • Frugality – low retail sales etc. Foundation QLD (Brisbane) • Continued low returns 9.05am Les Hems, Director of Research, Centre for Social Impact from investments Towards a capital market for Belinda Drew, CEO, Forresters • Rise in Aus$ and business profits social economy organisations: Community Finance • Wage pressures – the mining boom How should a capital market for Robert Pekin, CEO, Food Connect and shortage of skilled labour social economy organisations Steve Hawkins, Executive, The operate? Benevolent Society (Brisbane, Sydney) Harry Cator, CEO, DMP Asset Management Innovative Financing of the Nonprofit Sector – a look at the current Peter Winneke, Myer Family Company 11.50am (Melbourne) Senate Inquiry, and how it fits with Building a sustainable platform Tamara Hartwich, Treasury (Sydney) the Not-for-Profit Regulator. Helen McDevitt, Department of Prime – setting investment policy for Les Hems, Director of Research, Minister & Cabinet (Melbourne) not-for-profits in 2011 Centre for Social Impact Professor Myles McGregor-Lowndes, Whether funding ongoing activities Director, The Australian Centre for or providing the basis for long term Philanthropy and Nonprofit Studies, development, a Not-for-profit’s QUT (Brisbane)
  • 3. investment pool requires careful LEADERSHIP AND In an engaging and challenging 30 management and consideration as to the minutes, two of the leaders in this area objectives it serves.  Using case studies, PARTNERSHIPS will provide a unique perspective on we will explore the role of investment the tools, frameworks and approaches strategy and setting in place the roadmap 2.00pm currently being used around the for future management of the Not-for- world. This session will give you: Beauty and the beast: profit’s investment capital to ensure • The knowledge to approach impact the sustainability of its endeavours. nonprofit partnerships measurement with confidence with the private sector Keith Drewery, Head of Family • The understanding of the strengths Office and Wealth Services, It’s been proven that there’s considerable and weaknesses of various approaches Myer Family Company (Brisbane) value in cross sector partnering.  Here we consider how to form successful business • The ability to express the change you Miles Collins, Manager, Investment make and turn that into enhanced partnerships, and their value in the current Research and Advisory, Myer fundraising ability (for NFPs) climate of social responsibility and Family Company (Sydney) enterprise. • The certainty that your investment Farren Williams, Investment Adviser, is delivering results (for investors) Myer Family Company (Melbourne) Audette Exel is a unique and inspiring player on the nonprofit scene.  ISIS Jerry Marston, Director, Net Balance 12.20pm operates projects in Uganda and Nepal, Ross Wyatt, Associate Director, Net funded entirely by the ISIS business based Balance Maximising operational in Sydney. She joins us to share her ideas efficiency around successful partnering. 3.00pm In this session we look at case studies The Heart Foundation has long partnered of not-for-profit organisations who with the private sector to achieve highly Coffee have successfully re-organised mutually beneficial outcomes.  We’re their business systems, and pleased to welcome two of their CEOs   STRATEGY & DIRECTION found significant efficiencies. who share their experience of corporate • Where do we find inefficiencies relations and principles for success. 3.15pm that can be resolved? Audette Exel, CEO and founder, Managing multiple risks ISIS Asia Pacific (Sydney) • Hard to base on size, often more about • What is Risk Management the complexity of the existing systems Cameron Prout, CEO National Heart within an NFP context Foundation QLD (Brisbane) • Calculating the “true cost” of • Relevance and application of individual programmes Tony Thirlwell, CEO National Heart Australian Standard ISO 3100 Foundation NSW (Melbourne) • How NFP’s should react from an • Linking up fundraising, accounts, implementation perspective the CRM and the programmes 2.30pm • Case Studies Trish Hall, CEO, Star Business Solutions Knowing the change you make David Rosenbaum, Principal, (Sydney, Melbourne) Optimum NFP Impact. It’s become one of the most Joanne Collinson, Managing Director, misused words in the community sector. blueStar Business Solutions (Brisbane) We are all striving to make an impact but 3.45pm how certain are we that it has happened? Building an effective board; 12.50pm How much impact have we made? How directing an effective Lunch do we provide evidence that our work has value? How do we engage supporters by organisation understanding impact rather than input? Who makes the best nonprofit board mem- bers? Donors, experienced business peo- ple or experienced nonprofit operators?  WITH THANKS TO OUR SPONSORS How do we manage a voluntary nonprofit board and ensure it is effective, responsive and professionally run? Duncan Peppercorn, Executive Director, Social Ventures Australia, Head of SVA Consulting SUPPORTER 4.30pm Networking and Drinks
  • 4. enQUiRies RegistRation FoRm Web www.3pillarsnetwork.com.au Fax 02 9810 6746 please RegisteR me FoR Mail 212A Darling Street Brisbane 20 june 2011 sydney 21 june 2011 melbourne 23 june 2011 Balmain nSW 2041 Members of 3 Pillars network are entitled to a 10% discount. RegistRations I am a member of 3 Pillars network I am interested in becoming a member Contact Zaf Makdum Tel 02 9555 4203 eaRly BiRd – Book & pay by 2 June 2011 email zaf@3pillarsnetwork.com.au small nonprofits organisations (turnover less than $5million*): Single registration $275+GST = $302.50 VenUes 2 people from same organisation $475+GST = $522.50 Brisbane 3 people from same organisation $625+GST = $687.50 Christie Conference Centre other nonprofits organisations: 320 Adelaide Street Brisbane, QLD 4000 Single registration $450+GST = $495.00 Tel 07 3010 9028 2 people from same organisation $750+GST = $825.00 3 people from same organisation $950+GST = $1045.00 sydney others (advisors, consultants, fundraisers, government etc): menzies Hotel Single registration $500+GST = $550.00 14 Carrington Street standaRd RegistRation Rate – Book & pay after 2 June 2011 Sydney nSW 2000 Tel 02 9299 1000 small nonprofits organisations (turnover less than $5million*): Single registration $330+GST = $363.00 2 people from same organisation $570+GST = $627.00 melbourne 3 people from same organisation $750+GST = $825.00 mercure Hotel 13 Spring Street other nonprofits organisations: Melbourne VIC 3000 Single registration $450+GST = $495.00 Tel 03 9205 9999 2 people from same organisation $900+GST = $990.00 3 people from same organisation $1140+GST = $1254.00 others (advisors, consultants, fundraisers, government etc): Cancellation policy: Single registration $600+GST = $660.00 Should you be unable to attend a group discounts are available for 3 or more attendees. Contact us for this special rate. substitute delegate is always welcome at no extra cost. Alternatively, a full refund, *The turnover measure is only a guide. Please contact us if you wish to be considered for the lower rate. minus 50% (inclusive GST) service charge please complete will be made for cancellations received in writing up to one month prior to the Mr/Ms/Mrs/Miss Given names event. Regrettably, no refund will be given for cancellations received later than one Surname month prior to the event. However, a full credit note will be issued. Company/Organisation privacy: Position The information you have given will be recorded in our delegate database. 3 Pillars Address network may also share this information with our event partners. Please tick the City Postcode appropriate box if you DO nOT wish to Phone Fax receive further correspondence. 3 Pillars network reserves the right to change email the programme without notice. method of payment Cheque – please make cheque payable to 3 Pillars network Pty Ltd Presented by Book and pay securely online by credit card using PayPal at 3pillarsnetwork.com.au Visa MasterCard AMeX (3% surcharge applies) name of cardholder Card number CVV the 3 pillars network is the leading expiry date / Signature knowledge network for sustainable business in australia. membership is Total $ free for any individual who has attended a 3 pillars event. Delegates will receive an email confirmation letter and tax receipt once registered. I am interested in future 3 Pillars network events For more information visit www.3pillarsnetwork.com.au I do nOT wish to have my details made available to other organisations