2:00pm - Dinner
Local Site Visits & Tour

Take a guided tour of 3 local nonprofit Centers (Thoreau Center for Sustainability, Fort Mason, and the Headlands Center for the Arts), visit the Golden Gate Bridge, and have dinner with other conference attendees. ($40 additional cost includes transportation and dinner)

7:30 - 9:00am
Registration
Location: Conference Center Building A

7:30 - 9:00am
Continental Breakfast
Location: Conference Center, Marina Room

9:00 - 9:30am
Welcome and Conference Overview
Location: Golden Gate Room

Presenters: China Brotsky, Tides Foundation, Tides Center Brian O’Neill, The Golden Gate National Recreation Area

9:30 - 10:45am
Seize the Moment: Making the Case for Multi-tenant Nonprofit Centers
Location: Golden Gate Room

Our opening plenary will have reflections from a variety of stakeholders involved in both the design and ongoing operation of these facilities: a nonprofit tenant, a foundation, a developer and a government official.

Presenters: Alex Zwissler, Fort Mason Foundation (Key note and moderator)
Joseph Connor, The Collaboratory for Community Support
Mario Paz, Peninsula Community Foundation
Alma Robinson, California Lawyers for the Arts
Tom Sargent, Equity Community Builders

Opening Plenary Notes from Alma Robinson

From Silos to Systems - A slide presentation from Jay Connor

Opening Plenary Graphic Notes

10:45 - 11:00am
Break

11:00 - 11:45am
Building Capacity for the Nonprofit Sector: Who's Doing What and Where?
Location: Golden Gate Room

A multimedia presentation of centers and facilities from across the country.

Presenter: Diane Kaplan Vinokur, University of Michigan Nonprofit & Public Management Center

11:45am - 1:15pm
Buffet Lunch & Networking Opportunity
Location: Firehouse

Theme tables by geography, program focus, stage of development, etc.

1:15 - 2:45pm
Workshop Session A

1. Vision, Purpose, and Strategic Planning
Location: Golden Gate Room

A focus on visioning, strategic planning and the importance of asking the fundamental question: What is the mission of the center and how to achieve it?

Presenters: Alex Zwissler, Fort Mason Foundation (moderator)
Shelley Hamilton, NetCentric Designs & Thoreau Center for Sustainability
Ella King Torrey, San Francisco Art Institute

Overview of Multi-tenant Center Strategic Issues from Shelley Hamilton

Vision, Purpose, and Strategy Graphic Notes

2. Mission Driven Building Design
Location: Room C220

Designing and developing buildings to match the purpose of the center. Topics include:

• "Green" building design, resources, and materials
• Shared facilities and community space
• Matching tenant needs with appropriate location and amenities

Presenters: Jerry Bilton, The Community Service Building (moderator)
Sadhu Johnston, Cleveland Green Building Coalition
Debbie Kaplan, World Institute on Disability
Kathleen Smith, Van der Ryn Architects

Green Building Resources

3. Providing Shared Services, Programs, Technology and Staffing
Location: Room C260

This session will address the opportunities in shared service as well as how those services may be funded and organized.

• IT support and access
• Conference and meeting space
• Shared staffing and support services
• Joint educational programs

Presenters: Patricia Campbell, Community Development Resource Center, Univ. of Delaware (moderator)
Kathleen Cruise, Fort Mason Foundation
Karen Klein, Consultant

Fort Mason Shared services

NEW Center: Conference Room Information

NEW Center: Affiliates program

Hannan House Building Usage/Meeting Space

Thoreau Center Shared Services

4. Tenants: From Policies & Processes to Recruitment & Retention
Location: Room C362

Addressing tenant leasing issues is paramount to the long-term success of a center:

• Tenant selection criteria
• Lease negotiations and provisions
• Who leaves, who stays, when and why

Presenters: Tim Wintermute, Luella Hannan Memorial Foundation (moderator)
Lia Stevens, NEW Center
Sally Woelfel, Art House

NEW Center: Length of Tenancy

NEW Center: Policies

NEW Center: Tenant Applications

NEW Center: Time Sharing

Hannan House Tenant Selection Process

5. Feasibility and Market Analysis
Location: Room C235

This session is hosted by the Local Initiatives Support Corporation (LISC), a national community development intermediary that provides financing, training and technical assistance to community based organizations undertaking commercial development projects. The session will focus on:

• Key feasibility issues and resources
• Financial modeling
• Developing a feasibility study
• Market analysis and data sources

Presenters: Rick Jacobus, Bay Area LISC (moderator)
Kim Frentz, 3-D Ventures

Development Budget Template from 3-D Ventures

IRS Unrelated Income Document from Rick Jacobus

Market Research Sources from Rick Jacobus

Sample Development Budget from Rick Jacobus

2:45 - 3:00pm
Break

3:00 - 4:30pm
Workshop Session B

1. Ownership and Governance Options
Location: Golden Gate Room

The pros and cons of various management and ownership structures.

• For profit/Nonprofit partnerships
• Master tenant with subleases
• Nonprofit developers
• Cooperatives

Presenters: China Brotsky, Tides, Thoreau Center for Sustainability (moderator)
Marc Kasky, Fort Mason Foundation
Carlos Romero, Mission Housing Development Corporation
Kirsten J. Day, Coblentz, Patch, Duffy & Bass, LLP
Bob Weiss, The Meadows Foundation, Inc.

2. Providing Shared Services, Programs, Technology and Infrastructure
Location: Room C260 (Same as previous session)

Presenters: Patricia Campbell, Community Development Resource Center,
Univ. of Delaware (moderator)
Kathleen Cruise, Fort Mason Foundation
Karen Klein, Consultant

Fort Mason Shared services

NEW Center: Conference Room Information

NEW Center: Affiliates program

Hannan House Building Usage/Meeting Space

Thoreau Center Shared Services

3. Tenants: From Policies & Processes to Recruitment & Retention
Location: Room C362 (Same as previous session)

Presenters: Tom Sargent, Equity Community Builders (moderator)
Tad Lacey, Preservation Park
Sally Woelfel, ArtHouse

NEW Center: Length of Tenancy

NEW Center: Policies

NEW Center: Tenant Applications

NEW Center: Time Sharing

Hannan House Tenant Selection Process

4. Capital Campaigns and Private Foundation Funding
Location: Room C370

This session will compare and contrast traditional capital campaigns with the unique aspects of campaigns for multi-tenant centers. Other issues covered include the various stages of a capital campaign and the advantage and challenge of leveraging multiple boards in service of a common goal.

Presenters: Charles Howland, Marts & Lundy (moderator)
Patrick Considine, Considine & Associates Inc.
Joan Leon, Ed Roberts Campus

5. Beyond the Center: Community Outreach Strategies
Location: Room C220

Different approaches to developing community outreach strategies:

• Branding the center to increase the visibility of its tenants
• Profiling the work of tenant organizations
• Joint PR and media initiatives

Presenters: Alex Zwissler, Fort Mason Foundation (moderator)
Diane Dulken, Ecotrust

4:30 - 4:45pm
Break

4:45 - 6:15pm
Center Presentations: Best Practices, Case Studies, and Success Stories

Seven centers will be featured, each will offer three identical, informal 20 minute Q & A sessions. These sessions will give participants a chance to connect with staff of existing multi-tenant centers and to ask site-specific questions.

1. Fort Mason Foundation & Thoreau Center, San Francisco, CA
Location: Golden Gate Room

Presenters: Shelley Hamilton, NetCentric Designs, Thoreau Center for Sustainability
Kathleen Cruise, Fort Mason Foundation

Fort Mason Center

Thoreau Center Fact Sheet

Thoreau Center Community Charter

2. Meadows Foundation, Wilson Historic District, Dallas, TX
Location: Room C235

Presenter: Bob Weiss, The Meadows Foundation, Inc.

3. Community Service Building, Wilmington, DE
Location: Room C370

Presenters: Jerry Bilton, Executive Director, Community Service Building
Patricia Campbell, Community Development Resource Center, Univ. of Delaware

4. Centro Del Pueblo, San Francisco, CA
Location: Room C355

Presenter: Carlos Romero, Mission Housing Development Corporation

5. Hennepin Center
Location: Firehouse

Presenter: Teri Deaver, Artspace Projects, Inc.

6:15-8:00pm
Evening Reception
Location: Herbst Pavilion

Join us for hors d’oeuvres and refreshments as we go behind the scenes with the San Francisco Art Institute as their new exhibit is being installed in Fort Mason’s Herbst Pavilion.

7:30 - 9:00am
Continental Breakfast
Location: Conference Center, Marina Room

9:00 - 10:30am
Financing Your Center
Location: Golden Gate Room

A plenary on matching the right type of funding to the particulars of a project: the pros and cons of different financing options

• Conventional Bank Loans
• Federal, State, or Local Funds
• Alternative approaches such as Program Related Investments and Tax Exempt Bonds

Presenters: Tim Wintermute , The Luella Hannan Memorial Foundation (moderator)
Bob Cornwell, CSG Advisors
Dirk ten Grotenhuis, Stone & Youngberg LLC
Jo-Ann Rose, First Republic Bank
Mary Rogier, Northern California Community Loan Fund
Bob Weiss, The Meadows Foundation, Inc.

Finance Plenary Notes from Jo-Anne Rose

Community Development Funding from Mary Rogier

Finance Plenary Graphic Notes

10:30 - 10:45am
Break

10:45am - 12:15pm
Workshop session A

1. Alternative Financing Options
Location: Room D235

• Tax Credits
• Tax Exempt Bonds
• Public financing opportunities

Presenters: Dennis McMillian, United Way of Anchorage, The Foraker Group, Alaska Community Foundation (moderator)
Peggy Jones, Northern California Community Loan Fund
Eric Stein, Self-Help

Community Development Funding from Mary Rogier

Self-Help Site Photo Gallery

Alternative Financing Graphic Notes

2. Mission Driven Financing Options
Location: Room D362

Financing options that are available to mission driven nonprofit centers that are not available to traditional for-profit developments:

• Program Related Investments
• Local Public Funding
• Community Reinvestment Act Programs

Presenters: Deborah Urban, Nonprofit Finance Fund (moderator)
Stephanie Forbes, Bay Area LISC
Carol Ting, Nonprofit Finance Fund
Bob Weiss, The Meadows Foundation

Loan Considerations from Carol Ting

3. Specific Considerations for Foundations
Location: Room D290

This session is targeted at foundations interested in supporting nonprofit center projects. Experienced funders will discuss:

• How to review a proposal
• The role of the funder
• Facility based capacity building strategies

Presenters: China Brotsky, Tides Foundation, Tides Center (moderator)
Carlotta Mills, The Kresge Foundation
Lorna Lathram, Omidyar Foundation
Brad Paul, Evelyn & Walter Haas Jr. Fund
Mario Paz, Peninsula Community Foundation

Special Considerations for Foundations Graphic Notes

4. Managing Cross-sector Partnerships
Location: Room C205

Strategies for building and managing multi-stakeholder initiatives including:

• Building your Board
• Working with Local Government Agencies
• Partnering with For-Profit Businesses

Presenters: Marc Kasky, Fort Mason Foundation (moderator)
Kimberly Elliott, Corky McMillian Companies
Duncan Webb, Webb Management Services, Inc.

Loan Considerations from Carol Ting

5. Basic Real Estate Transactions - Deals to Details
Location: Room C260

This session will focus on identifying and obtaining a building or site:

• Choosing and working with Real Estate Agents and Lease Brokers
• Rehabilitation and renovation issues
• Buy versus lease decisions

Presenters: John Clawson, Equity Community Builders (moderator)
Kirsten J. Day, Coblentz, Patch, Duffy & Bass, LLP
S. Anne Johnson, Coblentz, Patch, Duffy & Bass, LLP
Steve Mavromihalis, Pacific Union Real Estate

Real Estate Considerations from Equity Community Builders

12:15 - 1:45pm
Buffet Lunch & Networking Opportunity
Location: Firehouse

Theme tables by geography, programmatic focus, stage of development, etc.

1:45 - 3:15pm
Workshop Session B