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2003 Program Agenda
| Throughout the conference, participants had access to an information
and resource sharing center as well as an ongoing poster session
profiling a number of existing Multi-tenant Nonprofit Centers.
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Wednesday,
May 14 |
2:00pm - Dinner
Local Site Visits & Tour
Take a guided tour of several local nonprofit Centers and
green buildings, tour Manhattan on a dinner cruise, and meet
other conference attendees.
FEE $80 - additional cost includes all transportation, tour,
dinner, and cruise.
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Thursday,
May 15
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7:30 - 9:00 am
Registration & Continental Breakfast
9:00 - 9:15 am
Welcome and Conference Overview
Welcome to the Second National Conference on Creating and Operating
Multi-tenant Nonprofit Centers.
Presenters:
Sue Dennis, The Interchurch Center, NY
Alex Zwissler, Fort Mason Foundation, CA
9:15 - 10:30 am
The Big Picture: Making the Case for Multi-tenant Nonprofit
Centers
This opening plenary will give participants an overview
of how Multi-tenant Nonprofit Centers support the infrastructure
and capacity building strategies of the nonprofit and philanthropic
sectors. It will also explore how community space is increasingly
emerging as a key element of a healthy, stable, compassionate
society. Topics include:
The role of Nonprofits in society - how do Multi-tenant
Nonprofit
Centers impact the sector
The effect of market fluctuations on securing stable, affordable,
mission enhancing workplaces
What is a Multi-tenant Nonprofit Center today vs. two years
ago
Presenters:
China Brotsky (moderator), Tides, Thoreau Center for
Sustainability, CA
Jonathan Spack, The Third Sector New England, MA
Drummond Pike, Tides Foundation, CA
Diane Kaplan Vinokur, University of Michigan, MI
Example:
Timeline of a MTNC Development Process
10:30 - 10:45 am
Break
10:45 - 12:30 am
Thu - Morning Workshop Sessions
Vision, Purpose, and Strategic Planning
A focus on visioning, strategic planning and the
importance of asking fundamental questions: What is the
mission of the center and how do you achieve it?
Presenters:
Alex Zwissler (moderator), Fort Mason Foundation, CA
Shelley Hamilton, NetCentric Designs & Thoreau Center
for
Sustainability, CA
Joseph Connor, The Collaboratory for Community Support,
MI
The Green Building Option
How to "walk the talk" by using sustainable design
principles in building and operating a facility.
"Green" building materials and utilities
Case studies of existing "Green" nonprofit center
buildings
Guidelines and certification options
Contact resources for suppliers, architects, developers,
etc.
Presenters:
Sadhu Johnson (moderator), Cleveland Environmental Center,
OH
Marsha Maytum, Maytum Leddy Stacey Architects, CA
Barbara Batshalom, Green Roundtable in Massachusetts, MA
Rob Watson, Natural Resources Defense Council, NY
Providing Shared Services, Programs, Technology
and Infrastructure
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:
Jerry Bilton (moderator), The Community Service Building,
DE
Alan Bain, World Wide Business Centres & Office Business
Centers
Association International, MA
Sue Dennis, The Interchurch Center, NY
Carol Coulter, Ashe County Partnership for Children, NC
Jerry Homan, A.R.T./New York, NY
Tenants: From Policies & Processes to Recruitment & Retention
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 (moderator), Luella Hannan Memorial Foundation,
MI
Mitchell Chapman, Thoreau Center for Sustainability, CA
Michael Gathercole, Fairhill Center, OH
Lia Stevens, NEW Center, MI
Tenants:
From Policies and Processes to Recruitment and Retention
Conventional Bank Financing
The nuts and bolts of getting and managing conventional
bank loans
Presenters:
Jo Ann Rose, First Republic Bank, CA
Project Case Studies: Developing your Center
n how projects have applied key lessons from the last
conference, other centers, and helpful real estate service
providers. The focus here will be on the development process
- from the early planning phases to ground breaking celebrations.
Presenters:
Jonathan Spack (moderator), The Third Sector New England, MA
Jeff Hays, Desert Community Empowerment Zone, CA
Gerald Smith, Detroit Youth Foundation, MI
Lourdes Martinez, Marin Community Foundation Representative, CA
Example:
Timeline of a MTNC Development Process
12:30 - 2:00 pm
Networking Luncheon
Programmatic Theme Tables (Arts, Social Services, Environmental
etc.)
2:00 - 3:45 pm
Thu - Afternoon Workshop Sessions
Facility Management Issues
Learn about ongoing facility management issues such
as:
Security
Janitorial and housekeeping services
Information Technology and Reception services
Conference/Meeting room coordination
Energy Procurement
Presenters:
Jerry Bilton (moderator), The Community Service Building, DE
Sandy Patrizio, Initial Contract Services, NY
Mario Tarantino, Initial Contract Services, NY
John Poblocki, Grubb & Ellis, NY
How to Pick and Work with Developers and Architects
This session addresses a wide range of design and development
issues such as:
Questions to ask in the selection process
Contracts and ongoing negotiations
Overview of the facility design and development process
Presenters:
Tom Sargent (moderator), Equity Community Builders, CA
Daniel Hernandez, Jonathan Rose & Companies, LLC, NY
Debra Inwald, Works in Progress, NY
Overview
of the Development/Design Process
How
to Build Your Development Team
How
to Build Your Design Team
Mission Driven Financing Options
Learn about unique nonprofit financing options:
Program Related Investments
Community Loan Funds
Community Reinvestment Act Programs
Presenters:
Peter Serafino, (moderator) Local Initiatives Support Corporation
(LISC), NY
Carolyn Johnson, Northern California Community Loan Fund, CA
Marc Wancer, Nonprofit Finance Fund of New York, NY
Francie Brody, Brody Weiser Burns, CT
Working with Government Agencies
Hear from government officials who have successfully
collaborated with nonprofit organizations and learn to navigate
the political scene.
Lobbying strategies
Local and community politics
Going to Washington
Board involvement
Presenters:
Alex Zwissler (moderator), Fort Mason Foundation, CA
Howard Levitt, National Park Service, GGNRA, CA
Virginia Louloudes, A.R.T./New York, NY
Jeff Hays, Desert Community Empowerment Zone, CA
Organizational Capacity Assessment
How to do an internal feasibility assessment to
see if you have the organizational resources you’ll
need to take on a real estate project.
Presenters:
Teresa Vasquez, Nonprofit Finance Fund, NY
Andra Lichtenstein, Capital Incubator, CA
Capacity
Assessment: Where They Ready
Everything You've Ever Wanted to Know about Green Building
Capital Campaigns
Come ask your toughest questions and gather some
great hints and tips about raising funds for your Center.
Presenters:
Jan McAdams, www.fundinggreenbuildings.com & The McAdams
Group, NV
4:00 - 6:30 pm
Reception
Join us for hors d'oeuvres and refreshments
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Friday,
May 16 |
7:30 - 9:00 am
Continental Breakfast
9:00 - 10:30 am
Working Together to Create and Maintain Successful Partnerships
A plenary on how to manage multi-stakeholder initiatives
Public-Private partnerships
Working with the philanthropic sector
Outsourcing and doing business with the for-profit sector
Presenters:
Shelley Hamilton (moderator), NetCentric Designs, CA
Duncan Webb, Webbmanagement, NY
Tom Sargent, Equity Community Builders, CA
Mike Groza, Marin Community Foundation, CA
Howard Levitt, National Park Service, GGNRA, CA
Susan Chin, New York City Department of Cultural Affairs,
NY
10:30 - 10:45am
Break
10:45am - 12:30 pm
Fri - Morning Workshop Sessions
Ownership and Governance Options
The pros and cons of various management and ownership
structures.
For-profit/Nonprofit partnerships
Master tenant with subleases
Cooperatives
Presenters:
China Brotsky (moderator), Tides, Thoreau Center for
Sustainability, CA
Stephanie Fallcreek, Fairhill Center, OH
Carol Coulter, Ashe County Partnership for Children, Jefferson,
NC
Lorne Buchman, Buchman Associates Inc., CA
Alternative Financing Options
Public-financing options can often complement your
other funding sources
Tax Credits
Tax Exempt Bonds
Public financing opportunities
Presenters:
Dennis McMillian (moderator), United Way of Anchorage,
The
Foraker Group, Alaska Community Foundation, AK
Claire Petersky, Washington State Housing Finance Comm.,
WA
Joan Annett, Cain Brothers, CA
Conventional Bank Financing (repeat)
The nuts and bolts of getting and managing conventional
bank loans
Presenters:
Jo Ann Rose, First Republic Bank, CA
Providing Shared Services, Programs, Technology and
Infrastructure (repeat)
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:
Jerry Bilton (moderator), The Community Service Building,
DE
Alan Bain, World Wide Business Centers & Office Business
Centers
Association International, MA
Jerry Homan, A.R.T./New York, NY
Chantel Devaughn, Detroit Youth Opportunity Movement &
Samaritan Center, MI
Tenants: From Policies & Processes to Recruitment & Retention
(repeat)
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 (moderator), Luella Hannan Memorial Foundation,
Detroit
Mitchell Chapman, Thoreau Center for Sustainability, CA
Michael Gathercole, Fairhill Center, OH
Lia Stevens, NEW Center, MI
Basic Real Estate Transactions - Deals to Details
What’s involved in 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:
Paul Wolf (moderator), Denham Wolf Real Estate Services, Inc., NY
Michael Rothenberg, New York Lawyers for the Public Interest, NY
David Lebenstein, Time Equities, Inc., NY
Real
Estate Transactions: Leasing Basics
12:30 - 2:00 pm
Buffet Lunch
Geographic Theme Tables (West Coast, Midwest, East
Coast etc.)
2:00 - 3:45 pm
Fri - Afternoon Workshop Sessions
Mission Driven Financing Options (repeat)
Learn about unique nonprofit financing options.
Program Related Investments
Local Public Funding
Community Reinvestment Act Programs
Presenters:
Peter Serafino, (moderator) Local Initiatives Support Corporation
(LISC), NY
Carolyn Johnson, Northern California Community Loan Fund, CA
Marc Wancer, Nonprofit Finance Fund of New York, NY
Francie Brody, Brody Weiser Burns, CT
The Economics of Green Buildings
Green buildings not only have special building
considerations but also provide you with additional financial
alternatives. This session will focus on topics such as:
Financing strategies and unique opportunities
Refuting the myth of higher costs
Return on your “green” investment
Presenters:
Jon Jensen, George Gund Foundation, OH
Elizabeth Sullivan, The Kresge Foundation, MI
Jan McAdams, The McAdams Group, NV
How to Pick and Work with Developers and Architects
(repeat)
This session addresses a wide range of design and development
issues such as:
Questions to ask in the selection process
Contracts and ongoing negotiations
Overview of the facility design and development process
Presenters:
Tom Sargent (moderator), Equity Community Builders, CA
David Sweeney, Greenpoint Development, NY
Debra Inwald Works in Progress, NY
Overview
of the Development/Design Process
How
to Build Your Development Team
How
to Build Your Design Team
Vision, Purpose, and Strategic Planning (repeat)
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 (moderator), Fort Mason Foundation, CA
Shelley Hamilton, NetCentric Designs & Thoreau Center for
Sustainability, CA
Joseph Connor, The Collaboratory for Community Support, MI
Project Case Studies: Developing your Center (repeat)
Learn how projects have applied key lessons from
the last conference, other centers, and helpful real estate service
providers. The focus here will be on the development process
- from the early planning phases to ground breaking celebrations.
Presenters:
Jonathan Spack (moderator), The Third Sector New England, MA
Gerald Smith, Detroit Youth Foundation, MI
Lorne Buchman, Buchman Associates Inc., CA
Virginia Louloudes, A.R.T./New York, NY
Example:
Timeline of a MTNC Development Process
Feasibility and Market Analysis
The session will focus on:
Key feasibility issues and resources
Financial modeling
Developing a feasibility study
Market analysis and data sources
Presenters:
Lori Girvan, (formerly) Third Sector New England, MA
Alan Zimlicki, ASZ Associates
Nonprofit
Office Building: Example of Development Analysis
4:15 - 4:45 pm
Closing Remarks and Next Steps
Reflections on the conference and next steps for
the future of Multi-tenant Nonprofit Centers
Presenters:
Shelley Hamilton, NetCentric Designs & Thoreau Center for
Sustainability, CA
China Brotsky, Tides, Thoreau Center for Sustainability, CA
Ongoing
Information and Resource Sharing Center
Center Profile Gallery
Internet Access
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