Special Session for Foundations and Donors only**
(at Thoreau Center For Sustainability; enrollment limited)
For foundations involved in nonprofit capacity and community development. Learn from foundations and donors across the country already creating and funding nonprofit centers.

-China Brotsky, Mike Groza, Tim Wintermute

Site Visits (meet at Fort Mason Center Gatehouse)

1) Marin Justice Center

2) Thoreau Center for Sustainability

Informal Networking Dinner (meet at Tarantino's Restaurant)

Tarantino's: 206 Jefferson Street, 415/775-5600

Welcome and Opening Plenary

Welcoming Remarks by Fred Blackwell, Deputy Director

San Francisco Mayor's Office of Community Development

Plenary: The Multi-tenant Nonprofit Center Movement**
What's driving it and where can it take us in the future?

-China Brotsky, LoriAnn Girvan, Shelley Hamilton, Tim Wintermute

A-1 and A-2 Introduction to Creating Multi-tenant Nonprofit Centers
An overview of the mission, governance, planning, financial and real estate considerations involved in creating a multi-tenant nonprofit facility. For participants considering or involved in creating a Center.

-China Brotsky, Shelley Hamilton

A-3 Tenants: From Policies to Recruitment & Retention
Addressing tenant leasing issues is paramount to the long-term success of a center. A presentation by an experienced building manager and broker, with an interactive component for questions and peer advice.

-Arlene Wysong, Stephanie Zwald

A-4 "Greening" Your Building Operations**
Any building can be greener. This session will provide strategies for operating any commercial building in a more sustainable, healthy and cost-efficient way with special tips if your building is already green.

-Becky Bacon, Jerry Bilton, Lisa Groelz

A-5 Financial Feasibility & Market Analysis
The session will focus on the following:

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

-Bill Mague, Alan Zimlicki

A-6 Project Case Studies - Large Multi-use Centers
More and more Centers are being created as part of combined housing, retail and commercial developments. The focus here will be on lessons learned specifically from the planning and development of large multi-use projects.

-Kevin Danaher, Kim Elliott, LoriAnn Girvan, Alan Ziter

B-1 Shared Services
This session will address the cost efficiencies in shared services as well as how those services may be funded and organized. It will also cover pitfalls to watch out for.

• Conference and meeting space
• IT support
• Shared staffing and support services
• Pooled purchasing                                                                          

-Paul Kopecky, Danica Remy, Steve Russell

• "Green" building materials and practices
• Case studies of existing "Green" nonprofit center buildings
• Guidelines and certification options like LEED

-John Clawson, Mark Donahue, Pam Lippe

• Tax credits
• Leveraging private equity
• Community Loan Funds
• Program Related Investments

-Lorne Buchman, Carolyn Johnson, Kevin McQueen, Steven Oliver, Andra Lichtenstein

B-4 Insurance for Multi-tenant Nonprofit Centers**
Get clear answers to your insurance questions including:

• How are premiums calculated?
• What types of insurance are required?
• What liability limits should we purchase?
• How do I choose a good broker?
• What risk management suggestions can we implement to reduce claims?

-Robert Blanchette, Lynette Logan, Steven Moody

B-5 Are You Ready for a Capital Project? Organizational Capacity
Learn 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.

-Diane Jones

B-6 Selecting and Working with Developers, Contractors & Architects
This session addresses the range of design and development issues that arise when working with developers and architects including,

• Questions to ask during the selection process
• Contracts and ongoing negotiations
• The facility design and development process
• The construction process

-China Brotsky, Mark Herrero, Diego Recalde, Paola Tocci

C-1 Evaluation**
More and more, existing centers are seeking useful evaluation data to guide their operations. This session will suggest evaluation approaches and present some examples of evaluations that have been done.

-Lori Ann Girvan, Diane Kaplan-Vinokur

C-2 Mission-driven Design
Architects will answer your questions and address the design challenges and opportunities confronting multi-tenant nonprofit centers including,

• Historic rehabilitation
• Disabled access
• Arts facilities
• Design for Collaboration

-China Brotksy, Jan Garrett, Marsha Maytum, Tom Sargent

• Lobbying strategies
• Board involvement strategies
• Understanding local and community politics
• Considerations when going to Washington

-Howard Levitt, Mary McEachron, Alex Zwissler

C-4 Planning for Deferred Maintenance and Renovation**
When and how should MTNC practitioners make renovations or upgrades to their facilities? In this session, attendees will learn how to formalize a plan for improving their workspaces.

-Kim Frentz, Neel Hajra, Joshua Simon

C-5 Case Studies - Mistakes to Avoid
As more nonprofits embark on facilities projects more lessons are learned. Hear the experiences of your peers who've successfully completed projects and gain insight into the project planning and development process as well as strategies for avoiding costly mistakes.

-John Powers, Jonathan Spack, Jan Williamson

C-6 Long Term Financing Options
Debt is an important option in financing a Center. Learn the nuts and bolts of the following forms of capital debt:

• Conventional Bank Loans
• Tax Exempt Bonds

-Andra Lichtenstein, Mark Slater, Dirk ten Grotenhuis

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