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

Sector Reform and Regulation: The National Not-for-Profit Regulator and the development of a capital market for social economy organisations

Investment Strategy: Setting investment policy to meet organisational objectives

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

WHO SHOuld attEnd?Chief ExecutivesBoard MembersInvestment CommitteeDevelopment ManagersChief Financial Officers Finance Managers

6th Annualgivewell NONprOFIt FOruM

Building resilience in the third sector

9.25am

Fishbowl discussion: Future regulation and funding of the third sectorIn this session we ask panelists to put their views forward, and then invite the audience to join in the discussion using a “fishbowl” discussion format.

Participants:

Tony Thirlwell OAM, CEO, National Heart Foundation NSW (Sydney and Melbourne)

Cameron Prout, CEO National Heart Foundation QLD (Brisbane)

Les Hems, Director of Research, Centre for Social Impact

Belinda Drew, CEO, Forresters Community Finance

Robert Pekin, CEO, Food Connect

Steve Hawkins, Executive, The Benevolent Society (Brisbane, Sydney)

Peter Winneke, Myer Family Company (Melbourne)

Tamara Hartwich, Treasury (Sydney)

Helen McDevitt, Department of Prime Minister & Cabinet (Melbourne)

Professor Myles McGregor-Lowndes, Director, The Australian Centre for Philanthropy and Nonprofit Studies, QUT (Brisbane)

Chris Leggett, Manager, Philanthropy and Exemptions Unit, Treasury (Brisbane)

Facilitated by: Ian Learmonth, Director, Social Finance, Social Ventures Australia

10.30am

Morning tea and networking

CAPACITY BUILDING AND INVESTMENT STRATEGY

10.50am

Laying the foundation for a social economy• Buildingcapacityinthethirdsector

• Organisationalmentoring;programmes and outcomes

• Robustplanningthroughfinancial sustainability

• Examiningsomecasestudies

Sandy Blackburn-Wright, Head of Organisational Mentoring, Group Sustainability and Community, Westpac (Brisbane, Sydney)

Julienne Price, Head of Social Sector Banking, Westpac (Melbourne)

11.20am

Trends in consumer spending and implications for charitable giving• RetiringbabyboomersandriseofGenY

• Increasehousepriceandmortgages

• Frugality–lowretailsalesetc.

• Continuedlowreturnsfrom investments

• RiseinAus$andbusinessprofits

• Wagepressures–theminingboomand shortage of skilled labour

Harry Cator, CEO, DMP Asset Management

11.50am

Building a sustainable platform – setting investment policy for not-for-profits in 2011Whether funding ongoing activities or providing the basis for long term development, a Not-for-profit’s

8.00am

Registration opens

8.30pm

Opening from the Chair Michael Walsh, Executive Director, Givewell

8.35pm

Opening Keynote The Hon Tanya Plibersek MP, Federal Minister for Human Services and Social Inclusion (via video)

FUTURE REGULATION AND FUNDING

8.45am

Presentation & discussion:Steps towards a national not-for-profit regulator:

What should be the goals, scope and function of national nonprofit regulation?Looking in some more detail at the scoping study being undertaken by Treasury and PM&C, and an opportunity for attendees to make their voices heard.

Chris Leggett, Manager, Philanthropy and Exemptions Unit, Treasury (Brisbane)

Helen McDevitt, Office for the Not-for-Profit Sector, Department of the Prime Minister and Cabinet (Melbourne)

Martin Jacobs, Principal Adviser, Personal and Retirement Income Division, Treasury (Sydney)

9.05am

Towards a capital market for social economy organisations: How should a capital market for social economy organisations operate?Innovative Financing of the Nonprofit Sector–alookatthecurrentSenate Inquiry, and how it fits with the Not-for-Profit Regulator.

Les Hems, Director of Research, Centre for Social Impact

WHAT IS A FISH BOWL DISCUSSION?We will be placing our speakers and experts at the heart of the audience, encouraging all attendees to engage and actively participate in the conversation.

This style of facilitation will:

•Encouragelively,intenseandfocused discussion

•Keeptheexchangefast-pacedandhighly relevant

•Teaseoutfreshperspectives

•Challengethetraditionalspeaker/audience dynamic

Room layout:

speakers

audience

investment pool requires careful management and consideration as to the objectives it serves.  Using case studies, we will explore the role of investment strategy and setting in place the roadmap for future management of the Not-for-profit’s investment capital to ensure the sustainability of its endeavours.

Keith Drewery, Head of Family Office and Wealth Services, Myer Family Company (Brisbane)

Miles Collins, Manager, Investment Research and Advisory, Myer Family Company (Sydney)

Farren Williams, Investment Adviser, Myer Family Company (Melbourne)

12.20pm

Maximising operational efficiencyIn this session we look at case studies of not-for-profit organisations who have successfully re-organised their business systems, and found significant efficiencies.

• Wheredowefindinefficienciesthat can be resolved?

• Hardtobaseonsize,oftenmoreaboutthe complexity of the existing systems

• Calculatingthe“truecost”ofindividual programmes

• Linkingupfundraising,accounts,the CRM and the programmes

Trish Hall, CEO, Star Business Solutions (Sydney, Melbourne)

Joanne Collinson, Managing Director, blueStar Business Solutions (Brisbane)

12.50pm

Lunch

LEADERSHIP AND PARTNERSHIPS

2.00pm

Beauty and the beast: nonprofit partnerships with the private sector It’s been proven that there’s considerable value in cross sector partnering.  Here we consider how to form successful business partnerships, and their value in the current climate of social responsibility and enterprise.

Audette Exel is a unique and inspiring player on the nonprofit scene.  ISIS operates projects in Uganda and Nepal, funded entirely by the ISIS business based in Sydney. She joins us to share her ideas around successful partnering.

The Heart Foundation has long partnered with the private sector to achieve highly mutually beneficial outcomes.  We’re pleased to welcome two of their CEOs   who share their experience of corporate relations and principles for success.

Audette Exel, CEO and founder, ISIS Asia Pacific (Sydney)

Cameron Prout, CEO National Heart FoundationQLD(Brisbane)

Tony Thirlwell, CEO National Heart Foundation NSW (Melbourne)

2.30pm

Knowing the change you makeImpact. It’s become one of the most misused words in the community sector. We are all striving to make an impact but how certain are we that it has happened? How much impact have we made? How do we provide evidence that our work has value? How do we engage supporters by understanding impact rather than input?

In an engaging and challenging 30 minutes, two of the leaders in this area will provide a unique perspective on the tools, frameworks and approaches currently being used around the world. This session will give you:

• Theknowledgetoapproachimpactmeasurement with confidence

• Theunderstandingofthestrengthsand weaknesses of various approaches

• Theabilitytoexpressthechangeyoumake and turn that into enhanced fundraising ability (for NFPs)

• Thecertaintythatyourinvestmentis delivering results (for investors)

Jerry Marston, Director, Net Balance

Ross Wyatt, Associate Director, Net Balance

3.00pm

Coffee

STRATEGY & DIRECTION

3.15pm

Managing multiple risks• WhatisRiskManagement

within an NFP context

• RelevanceandapplicationofAustralian Standard ISO 3100

• HowNFP’sshouldreactfromanimplementation perspective

• CaseStudies

David Rosenbaum, Principal, Optimum NFP

3.45pm

Building an effective board; directing an effective organisationWho makes the best nonprofit board mem-bers? Donors, experienced business peo-ple or experienced nonprofit operators?

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

4.30pm

Networking and Drinks

WITH THANKS TO OUR SPONSORS

SUPPORTER

RegistRation FoRm

please RegisteR me FoR Brisbane 20 june 2011 sydney 21 june 2011 melbourne 23 june 2011

Members of 3 Pillars network are entitled to a 10% discount.

I am a member of 3 Pillars network I am interested in becoming a member

eaRly BiRd – Book & pay by 2 June 2011

small nonprofits organisations (turnover less than $5million*):Single registration $275+GST = $302.502 people from same organisation $475+GST = $522.503 people from same organisation $625+GST = $687.50

other nonprofits organisations:Single registration $450+GST = $495.002 people from same organisation $750+GST = $825.003 people from same organisation $950+GST = $1045.00

others (advisors, consultants, fundraisers, government etc):Single registration $500+GST = $550.00

standaRd RegistRation Rate – Book & pay after 2 June 2011

small nonprofits organisations (turnover less than $5million*):Single registration $330+GST = $363.002 people from same organisation $570+GST = $627.003 people from same organisation $750+GST = $825.00

other nonprofits organisations:Single registration $450+GST = $495.002 people from same organisation $900+GST = $990.003 people from same organisation $1140+GST = $1254.00

others (advisors, consultants, fundraisers, government etc):Single registration $600+GST = $660.00

group discounts are available for 3 or more attendees. Contact us for this special rate.

*The turnover measure is only a guide. Please contact us if you wish to be considered for the lower rate.

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enQUiRiesWeb www.3pillarsnetwork.com.auFax 02 9810 6746 Mail 212A Darling Street Balmain nSW 2041

RegistRationsContact Zaf Makdum Tel 02 9555 4203email zaf@3pillarsnetwork.com.au

VenUesBrisbaneChristie Conference Centre320 Adelaide StreetBrisbane, QLD 4000Tel 07 3010 9028

sydneymenzies Hotel14 Carrington StreetSydney nSW 2000Tel 02 9299 1000

melbournemercure Hotel13 Spring StreetMelbourne VIC 3000Tel 03 9205 9999

Cancellation policy: Should you be unable to attend a substitute delegate is always welcome at no extra cost. Alternatively, a full refund, minus 50% (inclusive GST) service charge will be made for cancellations received in writing up to one month prior to the event. Regrettably, no refund will be given for cancellations received later than one month prior to the event. However, a full credit note will be issued.

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