2001 Conference Agenda

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

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

Good morning photo

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 welcome photo Plenary photo 1 Plenary photo 2 Plenary photo 3 Plenary photo 4 Opening Plenary Graphic Notes small 1 | 2 large 1 | 2

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.

Lunch 1 photo Lunch 2 photo Walk from tent photo

1:15 - 2:45pm
Workshop Session A

Workshop 1 photo Workshop 2 photo Workshop 3 photo Workshop 4 photo

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 small 1 | 2 | 3 | 4 large 1 | 2 | 3 | 4

 

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

Workshop 1 photo Workshop 2 photo Workshop 3 photo Workshop 4 photo

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.

Ownership & Governance Graphic Notes

 

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.

Reception photo

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Wednesday | Thursday | Friday

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Friday, May 18

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.

Lunch 1 photo Lunch 2 photo Walk from tent photo

1:45 - 3:15pm
Workshop Session B

Workshop 1 photo Workshop 2 photo Workshop 3 photo Workshop 4 photo

1. Conventional Bank Financing

Location: Golden Gate Room

 

(Same as previous session)

 

Presenter: Jo-Ann Rose, First Republic Bank

Bank Financing Outline from Jo-Anne Rose

 

2. Alternative Financing

Location: Room C362

 

(Same as previous session)

 

Presenters: Carol Ting, Nonprofit Finance Fund (moderator)
Bob Cornwell, CSG Advisors
Dirk ten Grotenhuis, Stone & Youngberg, LLC

 

3. The Facility Design and Development Process

Location: Room C230

 

This session addresses a wide range of facilities issues involved in both the development and ongoing maintenance of nonprofit centers.

 

Presenters: Tom Sargent, Equity Community Builders (moderator)
Jerry Bilton, The Community Service Building
Eric Stein, Self-Help

Real Estate Considerations from Equity Community Builders

 

4. Managing Cross-sector Partnerships

Location: Room C370

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.

Partnering with the Arts from Duncan Webb

5. No Room for Nonprofits: Rising Rental Rates and Nonprofit Infrastructure Strategy
Location: Room C235

 

Public policy strategies that have emerged in response to regional real estate space crises. Explore the possibilities for collective action.

 

Presenters: China Brotsky, Tides Foundation & Tides Center (moderator)
Antonio Diaz, People Organizing to Demand Environmental & Economic Rights
Alma Robinson, California Lawyers for the Arts
Ben Robinson, Lutheran Social Service of Michigan, Luella Hannan Mem. Fdn
Anna Yee, Planning Director, Mayors Office of Community Development

 

6. Kresge Foundation Capital Campaign Workshop

Location: Room D290

Learn about the Kresge Foundation’s grants process. The Kresge Foundation’s distinctive approach to grantmaking helps create organizational capacity by broadening community support. It exclusively funds capital grants on a challenge basis only.

Presenter: Carlotta Mills, The Kresge Foundation