Agenda and Presentations

Session 1 A: Planning for Success: Strategic Considerations
Get an overview of strategic questions you must consider when creating a nonprofit workspace that meets the mission of your organization as well as builds long-term assets for the community.
Presenters: Joshua Simon (Northern California Community Loan Fund), Carolyn Johnson (OrgSpaces.org), Peter Waller, (Pyatok Architects, Inc.).

Session 1 B: Sustainable Operations in Lean Times
Examine both revenue-generation and cost-cutting measures to make your facility self-sustaining. Topics include: Elements of a financially-feasible business models; Green building operations; Alternative revenue sources, including co-working space, conference room rental, and purchasing power agreements.
Presenters: China Brotsky (The NonprofitCenters Network), John Dorsey (Fort Mason Center), Nancy Conover (Commercial Mercy Space Charity), Meredith Walters (The Hub-Bay Area).

Session 2 A: Ownership & Governance Models
Learn the pros and cons of various management and ownership structures: Office Condos & Co-ops; Independent nonprofit structures; Single Owner Options; Master Lease; and Lease to Own Options.
Presenters: China Brotsky (The NonprofitCenters Network), Skye Christensen (Ninth Street Media Consortium), Cynthia Rowland (Coblentz, Patch, Duffy & Bass, LLP), Gabrielle Lessard (Insight Center for Community Economic Development).

Session 2 B: Planning for Surprises: Long-term Management & Maintenance
Gain new insight into planning for the ongoing challenges that can affect nonprofit facilities.  Topics include: a) Long-term maintenance plan; b) Financing options; c) Green renovations over time; and d) Planning your reserve fund.
Presenters: Kimberly Frentz (Ventura Partners), Shelley Hamilton (MarinSpace), Mary Lucero Dorst (East Bay Asian Local Development Corporation)

Session 3 A: Introduction to Non-Profit facilities Financing
This session offers an introduction to the many options available for financing simple and complex real estate projects. Learn what you need to do to prepare for financing and assess your credit worthiness. Topics include: a) Bank financing; b) Community loan funds; d) Tax-exempt bonds; e) Social enterprise; and f) New market tax credits.
Presenters: Joshua Simon (Northern California Community Loan Fund), Andra Lichtenstein (Capital Incubator), Catherine Howard (Northern California Community Loan Fund).

Session 3 B: Getting to Full-Occupancy:Tenant Recruitment,Leasing & Retention
Tenant recruitment and leasing issues are paramount to the long-term success of a shared nonprofit facility.  This presentation will provide an interactive environment for questions and peer advice on leasing space in the current market.
Presenters: Carolyn Johnson (OrgSpaces.org), Amy Tobin (The David Brower Center), Becky Bacon (Equity Community Builders), Jon Faller (Jones Lang LaSalle)

Session 4 A: Real Estate Considerations
Explore real estate, design, and development issues that arise when doing a facilities project. Topics include: a) Real estate development and construction processes; b) Considerations for nonprofit center design, including green building options; and c) Putting together the deal and building your development team.
Presenters: Joshua Simon (Northern California Community Loan Fund), Cort Gross (Wessington Ventrues, LLC), Anne-Marie Jones (The California Endowment).

Session 4 B: Share Services Overview 
Explore the cost efficiencies in shared services such as meeting space, IT support, staffing, HR, and pooled purchasing. Add shared program. Learn how those services may be funded and organized and the pitfalls to avoid.
Presenters: Lynette Logan (Tides), Tuan Ngo (The NonprofitCenters Network), Brian Van Weele (Marin Community Foundation), Luis Granados (Mission Economic Development Agency).

Partners

GreenSpace Developments
Pierre and Pamela Omidyar Fund at Silicon Valley Community Foundation
The California Endowment
Coblentz, Patch, Duffy & Bass, LLP
Community Clinics Initiative
ECB Management Services, Inc.
Bay Cities Lock & Safe Owner
Clean Source
The David Brower Center
Tides
Marin Community Foundation
MarinSpace
Pribuss Engineering, Inc.
ABM Janitorial Services
Paganini Electric Corporation
Leddy Maytum Stacy Architects