Goodwill Industries International, Inc.


PROGRAM
 
  
Saturday, August 6, 2016
8:00 a.m. – 5:00 p.m.

Pre-Conference: Creating the Store Experience 
Presented by: Jeff Cottom, Director Strategic Accounts and Scott Moore, Vice President, Marketing, Mood Media
Facilitated by: Kyle Stewart, Director of Donated Goods and Retail, Bill Parrish, Senior Consultant, Donated Goods and Retail, and Ryan Kuhn, Sr. Director of Marketing, GII

A trend in decreased retail store foot traffic calls for retailers to improve the physical store shopping experience. Retailers must differentiate and compete with shifting consumer behavior toward digital and ecommerce by enhancing their store shopping experience.
 
This pre-conference workshop will explore why the store experience should be a primary focus of Goodwill strategic planning. Attendees will hear from industry experts, tour retail stores leading the way in store experience and collaborate with Goodwill peers about what the future Goodwill store experience should be. Workshop attendees will walk away with some great ideas to enhance their local Goodwill store experience and a framework to begin planning for the future. This session is sponsored by Mood Media. Registration Fee: $100 covers the cost of the session materials, a continental breakfast and breaks.

9:00 a.m. - 5:00 p.m.

Pre-Conference: Donated Goods Train-the-Trainer Certification Program (Day 1)
Facilitated by: Todd Chester, Manager of Management Development Programs, GII

The two-day Donated Goods Retail Train-the-Trainer (DGR T3) program aims to provide a tool for trainers and other staff members who give training to deliver high-impact, skill-enhancing curriculum to retail employees at your Goodwill.
 
Attendees will learn to formulate a framework for developing a Donated Goods Retail Training program, customize a training program using technology-based formats, practice current training techniques to become more effective trainers and discuss lessons learned and best practices with other Goodwill trainers. During the session, participants will start developing a customized training plan. Registration Fee: $250 covers the cost of the session materials, a continental breakfast and breaks.

 
Sunday, August 7, 2016
9:00 a.m. – 4:00 p.m.
Concurrent Sessions

Pre-Conference: Donated Goods Train-the-Trainer Certification Program (Day 2)
Facilitated by: Todd Chester, Manager of Management Development Programs, GII
 
This session is a continuation from the August 6th session. 

Pre-Conference: E-Commerce Summit
Facilitated by: Wendy Platt, Business Development Manager, Goodwill Industries of Orange County
 
Goodwill Industries of Orange County, California (Santa Ana) and shopgoodwill.com are presenting a summit to address current topics needed to implement and maintain a successful e-commerce program. Whether your agency has an established program or is just now looking to implement one, you will gain valuable knowledge from the staff of shopgoodwill.com about managing a successful e-commerce program. The seminar will cover process improvement, shipping strategies, supply purchasing strategies, training/educational materials, key performance indicators, and more. This session is limited to 75 participants. Breakfast and lunch will be provided.

Pre-Conference: Peer Coaching Facilitation and Program Design
Presented by: Carter McNamara, Ph.D. and Teri McNamara
 
In this full-day workshop, Carter McNamara, Ph.D., a faculty member of the GII Senior Leader Program (SLP), and Teri McNamara will assist you in building on your coaching expertise through a combination of presentation, experience and discussion, so that you will understand how you might benefit from and use peer coaching in your work environment to achieve desired outcomes. If you are an alumni of SLP this workshop is for you.
 
Participants will gain a development model that can be used as a powerful, practical, free-standing development program or to deepen and enrich other development programs. This pre-conference is limited to 20 participants. You do not need to be an alumnus of SLP or the GII Executive Development Program (EDP) to attend. Registration Fee: $250 covers the cost of the session materials, a continental breakfast and breaks.

 
12:00 p.m. 4:00 p.m.
Pre-Conference: Avoiding Minefields in a Crisis
Presented by: Martin Waxman, President, Waxman Communications and Lauren Lawson-Zilai, Director of Public Relations, GII
 
Learn the right tactics to effectively communicate with key stakeholders during each stage of a crisis. Practice lessons learned, and go behind the scenes of real-world scenarios to hear how actual crises were handled. Learn what works and what doesn’t, and get a solid foundation of knowledge for your own participation in incident command. Registration Fee: $125 covers the cost of the session materials, lunch and a break.

 
2:00 p.m. – 4:00 p.m.
CIO Network Group Meeting
Facilitated by: Joe Shaw, Interim Vice President of Information Technology, GII
 
3:00 p.m. – 4:00 p.m.
Pre-Conference: New to Goodwill Marketing Communications
Facilitated by: Dara Peskin, Manager of Marketing and Brand Development, GII
 
Come meet your fellow “Goodwill freshmen” from across the enterprise! Learn about the history of Goodwill  and what resources Goodwill Industries International provides in general.  You’ll then have the opportunity to break into smaller groups related to marketing and communications to meet and mingle, and learn more about what your colleagues are doing across the enterprise.

 
4:30 p.m. – 5:30 p.m.
Kickoff General Session: If You Could Predict the Economy, What Would You Do?
Presented by:  Alan Beaulieu, Economist Consultant, ITR Economics
 
If you could predict tomorrow’s economy, you would have a tremendous edge in the marketplace and dodge economic danger. Alan Beaulieu will provide the 2016 economic outlook and review 2015. Additionally, he will provide economic insight into the future trends that may impact the Goodwill enterprise, with actionable strategies for capitalizing on cyclical opportunities and dodging economic danger.

 
5:30 p.m. – 6:30 p.m.
Welcome Reception
Join your colleagues in an informal and fun reception celebrating, You.

 
6:45 p.m. – 7:30 p.m.
Dine Arounds and Hosted Dinners
Dine Arounds offer you the opportunity for small-group conversations over dinner with your Goodwill colleagues at some of Minneapolis’ best restaurants on the following topics. Unless otherwise noted with a sponsor, the dinner will be at your own cost.
  • New to Goodwill (1st Time Attendee)
  • Business Services/Contracts
  • PR Dinner sponsored by Dell Reconnect
  • Information Technology

7:00 p.m. – 9:00 p.m.
Finance Networking Evening 
Join your finance colleague for a casual evening of drinks and appetizers at Prairie Kitchen and Bar (located inside the hotel) from 7:00 p.m. to 9:00 p.m., sponsored by Intuitive-Tek.

 
Monday, August 8, 2016
6:30 a.m. – 7:30 a.m.
Goodwill Fit
 
8:15 a.m. – 9:15 a.m.
Breakfast Townhall with Jim Gibbons, President and CEO, Goodwill Industries International, Inc.
 
9:15 a.m. – 9:30 a.m.
Networking Break
 
9:30 a.m. – 11:00 a.m.
Concurrent Sessions

Diversity and Inclusion – It’s GOOD for People and even BETTER for Business 
Presented by: Kathy Crosby, President and CEO, Goodwill Industries of Greater Grand Rapids, Inc., Deanna Smiley Gulliford, Director of Community Affairs, Goodwill-Easter Seals Minnesota, and Annette Grove, Accreditation and Organization Assessment Consultant, GII
 
Building a diverse workforce at all levels of the organization offers many exciting opportunities for growth and learning. This session will focus on how Goodwill organizations have responded by reshaping boards, refreshing leadership, developing personnel and analyzing service outcomes to ensure equitable results. Learn effective strategies from your colleagues and share your own experiences with others in this highly interactive session. Come with your own set of colors to reflect the DIVERSITY of how we look, think and behave and help us paint a masterpiece that INCLUDES all contributions. This session will be of particular interest to those charged with recruitment and staff development, equitable access and outcomes for people served, competitive business line results and agency-wide cultural diversity and competency plans.

 
Managing by the Numbers: Common Donated Good Retail Metrics
Presented by:
Bill Parrish, Senior Consultant, Donated Goods Retail, GII;
 Kartella Fuller, Regional Director, Retail Operations, Goodwill of North Georgia; Jim Stailey, Vice President, Operations, Goodwill Industries of the Inland Northwest; and Donn Githens, Vice President of Operations, and Dave Wells, Vice President, Organizational Development, Goodwill Industries – Manasota
 
What are the eight critical performance factors, and why are they important? What other metrics do Goodwill organizations use to successfully manage their donated goods retail (DGR) businesses? How do I use these tools to benchmark between my stores and other Goodwill organizations? If you have ever asked these questions, then this session is for you! Learn how  DGR metrics can be indispensable tools in your management toolbox.

 
Valuation and Accounting for Donated Goods Inventory
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Accounting; Delivery Method: Group Live)


Presented by: Cathy J. Clarke, CPA, Chief Assurance Officer, National Assurance Technical Group, CliftonLarsonAllen LLP
 
Have you been asked about inventory valuation or wondered how other Goodwill organizations value their donated goods inventory? Have you wondered what auditors look for in valuation methods and how they interpret different approaches? The inventory workgroup, a team of financial leaders from several Goodwill organizations, has been considering these and other questions for the past few months. Hear from Cathy Clarke, who was recently appointed to the Financial Accounting Standards Board (FASB) Not-for-Profit Advisory Committee (NAC), and brainstorm how to help bring more guidance to Goodwill on this important topic. This session will outline the accounting and auditing guidance, a step back to the basics of what Goodwill organizations do and why, with respect to donated goods inventory. You do not want to miss this session!

 
Resource Development Strategy Workshop, Part 1
Facilitated by: Doug McKenney, Director, Philanthropy, GII and Teri Leavens, Resource Development Program Manager, Mission Advancement, GII
 
Join us for this three-part workshop that will provide a road map to building a resource development strategy. In the workshop, attendees will conduct an organizational scan of their organization’s capacity for resource development and an environmental scan of their community to assess current levels of community engagement and develop internal and external strategic plans to meet their resource development goals.

 
Changes in Technology Panel Discussion
Facilitated by: Joe Shaw, Interim Vice President of Information Technology, GII
 
Members of this panel will present their perspectives on the challenges and opportunities with emerging technologies. They will discuss cost versus benefit, understanding that what makes sense today could be considered legacy within a few short years. The panel will encourage attendee participation to focus on attendees’ needs and provide meaningful information.
 
Productive Networking: Beyond the Booth & Timely Trade Show Follow Up 101 
Presented by Robyn Davis, Trade Show Strategy Specialist, When I Need Help
 
If you're like most exhibitors, your goal for this trade show is to maximize your participation - squeezing as much value out of your investment as possible. However, if you're like most exhibitors, it's likely that you're overlooking a key component of your participation: how you will invest your time away from your booth.  Outside of the exhibit hall, you have a number of opportunities (for example: when you're traveling, waiting, or technically "off the clock") to engage your target audience face-to-face and this session will equip you to take full advantage of these opportunities.  Specifically, we will identify the challenges/opportunities available to you, outline a simple, step-by-step procedure to ensure each networking encounter is as productive as possible, and provide a safe space for practice and questions.
 
Sales experts say, "the fortune is in the follow up" and, as experienced exhibitors know all too well, once this trade show is over, your work will have only just begun. Unfortunately, when you get home, you'll have a mountain of other responsibilities waiting for you and your post-show follow up may not receive the attention it requires to be effective. For example: although we know follow up is important, only 50% of exhibitors will follow up with 80% or more of their booth visitors. Only 22% of exhibitors will complete their initial follow up outreach within 24-48 hours or sooner. This is not good enough, for a number of reasons. In this session, you will learn why timely trade show follow up is essential, the key actions you must take before and during your trade show in order to facilitate a successful follow up process, and how to create a realistic post-show follow up plan that can help you accomplish your exhibiting goals.
9:30 a.m. – 12:00 p.m.
Electronic Recycling Workshop – Establishing the Foundation, Identifying the Uncertainty and Embracing the Future of E-Cycling!
Presented by:  the Electronic Recycling Capstone Project Senior Leadership Program (SLP) Team, Naomi Miller, Finance Director of Goodwill Northern Illinois, George Lothian, Vice President of Information Services & Asset Protection, Goodwill of Central North Carolina, Lauren Lawson-Zilai, Director of Public Relations, GII, Nicole Jewell, Compliance Manager, Goodwill of Central & Coastal Virginia, and Brad Steffani, Director of Retail Operations, Goodwill Industries-Suncoast.  Also Presenting ― Matt McClellen, Operations Manager, and Keith Slaby, Electronic Recycling Manager, Goodwill Industries of Denver, Robert Stapes, Vice President of Retail, Goodwill Industries of Southwestern Pennsylvania and Outside Consultant, Chris Pier, President, Applied Clarity
Facilitated by: Toni Blais, Business Services Consultant and Susanne Fredericks, Sustainability Specialist, GII
 
Goodwill organizations play a significant role in the receipt, resale and recycling of residential electronic products. In order to remain relevant in our ever-changing world, new opportunities must be identified and solid business practices must be adapted. As we move into the future of eCycling, Goodwill has already begun transitioning into the commercial market and more and more opportunities are coming to the horizon for the Goodwill network. In this workshop, you will learn about the current research findings and best practices that support how we can establish new foundations, identify and address any uncertainty, and collectively embrace the future of eCycling utilizing our collective footprint!  The eCycling Capstone Project SLP Team will reveal the “Foundation and Future of Electronic Recycling” that was acquired through in-depth interviews, research and discovery. Data Security, Potential Risks/Liabilities, R2 Certification, and other Compliance factors will also be covered.  You will also hear from your colleagues who have already entered into the commercial market who will share their business models, as well as take a virtual tour of Goodwill Industries of Denver’s eCycling operation.

 
9:45 a.m. – 10:45 a.m.
Concurrent Sessions

GoodSites: The Next Generation of Market Planning and Analytics
Presented by: Matt Montgomery, Director, Client Development, Intalytics and Kyle Stewart, Director of Donated Goods Retail, GII
 
This session will highlight new initiatives and advances in GII's market analytics platform, designed with customer analytics in mind. You will gain insights on the importance of customer data and how to leverage it to inform business decisions, from where to locate to where to target and how to increase market penetration.

 
Business Applications and Mobile Technology
Presented by: Jill Wallace, Chief Marketing & Communications Officer, Goodwill Industries of Greater Grand Rapids, Inc.

Facilitated by: Adam Stiska, Director of Mobile and Digital Strategies, and Kenneth Guertin, Donated Goods Retail Consultant, GII
 
The business application of mobile technologies to our enterprise range from the convenience of digital receipting, e-commerce and enhanced in-store experiences to strengthening our marketing and advertising initiatives. In this session, attendees will hear from a panel of experts addressing areas of interest for mobile technologies within our donated goods retail operations and marketing initiatives. The panel will focus on external audiences, specifically shoppers and donors.

 
Digital Learning Technologies: Trends for 2016
Presented by: Jack Wexler, Director of Online Learning Platforms, GII
 
If you are preparing a learning strategy and would like to better understand the latest trends in the world of learning, this session is a must to attend. We will discuss the hot topics of 2016 and where learning is going, not focusing on any specific tool or platform. The discussion will also focus on the learning styles of the new generation entering the workforce.

 
Make Your Stories Stand Out: Storytelling Strategies for the Social Era
Presented by: Debbie Friez, Social Media Lead, and Jesse Pickrain, Content Marketing Manager, TopRank® Marketing
 
You’ve found the stories within your organization. You’ve vetted your program participants and employees, trained them and they’re ready to share their stories and the Goodwill brand. Now what? This session will delve into ways to get the most use out of the stories that you have and how to use them to advance local PR in your community.

 
MeetUp: Marketing
Facilitated by: Ryan Kuhn, Senior Director of Marketing, GII
 
Join your colleagues in marketing and communications for this meet-up to share what marketing strategies are working in your markets and learn some new tricks. This meeting will be a peer-to-peer discussion focused on effective local marketing practices, challenges and opportunities going into 2017, and some insider discussion on the conference’s upcoming MarCom sessions. Come network with your colleagues and set your stage for the coming days.

 
10:45 a.m. – 11:15 a.m.
Networking Break
 
11:15 a.m. – 12:15 p.m.
Concurrent Sessions

Explore the New MyGoodwill: Features, Search, Communities and Collaboration
Presented by: Beth Perell, Vice President of Communications and Information Management, and Arlene McCrehan, Senior Director of Online Media, GII
 
The new MyGoodwill, designed in collaboration with Goodwill members, the GII team, user interface experts and SharePoint developers, has a modern, corporate look and feel. In response to your feedback, the team has focused on providing a secure platform, a richer, more interactive search and simpler navigation. Take a tour of the site, learn how to find content relevant to your work and collaborate with your peers across the Goodwill network.

 
Telling Your Goodwill Story
Facilitated by: Adam Stiska, Director of Mobile and Digital Strategies, and Teri Leavens, Private Resources Development Program Manager, GII
 
A good story can inform opinions, change minds and compel action. Join us as a panel of Goodwill storytelling experts share how they have built persuasive storytelling programs to support the larger brand and overarching Goodwill story in their communities. Participants will learn how effective local storytelling can consistently build one persuasive organizational story and understand the intersection of good storytelling and your branding efforts. Panelists will include Goodwill agencies of varying size and communities served.

 
How to Be a Retailer of the Future
Presented by: Barry Lederman, Senior Business Analyst, Vice President of Business and Development, Soft Engine
 
Our session will answer questions such as “Where is retail now?” and “Where do retailers need to be?” We will share our research on the importance of omni-channel strategies to create a seamless experience across all channels (store, e-commerce) and identify the steps retailers need to take to achieve a “single source of truth” through integrated technology. Topics will include using technology to recognize customers when they arrive at the store (geo-fencing, beacons); recognizing and rewarding loyalty; offering personalized, relevant content/coupons; enhancing convenience and matching the current cadence of shopping, for example, enabling shoppers to reserve what they want online and pick it up in store immediately.

 
Transportation Management and Approaches
Presented by: Tim Cooper, Senior Director of Outlets and E-commerce, Goodwill Industries of Central Indiana, Ron Colaizzi, Director of Transportation, Goodwill Industries of Denver, and Randy Strong, Director of Transportation & After Market Sales, Goodwill Seattle

 
Is it better to outsource your transportation or keep it in house? Is one type of fleet superior to another? What are the approaches to distribution systems and how can you ensure you have adequate coverage to service the stores, attended donation centers and warehouses? Hear from various Goodwill organizations that have taken different approaches and hear the considerations they’ve had to consider in deciding which is right for them.

 
11:15 a.m. – 12:30 p.m.
MeetUp: Goodwill-Easter Seals Financial Perspective
CPE Eligible* (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study:  Specialized Knowledge; Delivery Method: Group Live)


Facilitated by: Hana Redd, Director of Financial Services, GII, and Jason Seifert, Chief Financial and Operations Officer, Goodwill-Easter Seals Minnesota
 
Join a conversation with your peers and hear from the hosting Goodwill finance team about improvements that helped them keep up with organizational growth and challenges they had to overcome.

 
12:00 p.m. – 2:30 p.m.
Tradeshow
 
2:00 – 3:30 p.m.
Concurrent Sessions

Contracts Packaging: How to Be the Customer’s Solution!
Presented by:  Michael Matus, Vice President of Sales and Strategic Solutions, Goodwill Industries of Southeastern Wisconsin and Craig Leeke, Plant Manager – Commercial Services, Goodwill Industries of Central Indiana
Facilitated by: Toni Blais, Business Services Consultant, GII
 
Why do companies choose a contract packager for their product? Customers today are looking to develop a partnership.  As such, a contract packaging partner must be able to complete the customer’s project at a competitive cost aligned with the customer's time schedule aligned with quality assurance! Manufacturing/Product Companies may also be looking for you to solve common problems in start-up businesses, limited production facilities, concerns about equipment investments, physical facilities, personnel training and more…… Areas that a company focuses on while looking for an outside contract packaging firm entail Location, Experience, Strong Ethics, Cost, Good Communication, Controls, Financial Strength, Personality, High Standards, Size, Quality, Full-time Attention, Strong References, and if there are any Conflicts (contract packager offering a proprietary line which might compete with their product line).  In this session, we will cover Capabilities/Types of Contract Packaging, Customer Acquisition, Quality Management and Production Control Systems plus other areas for your organization to consider in order to manage a successful contract packaging line of business.

 
Building a Loss Prevention Partnership Within Goodwill®
Presented by: Chris Barber, LPC, Director of Loss Prevention and Corporate Security, Goodwill Industries of Central Indiana, and Dolan Leveen, Vice President of Operational Risk Management, Goodwill of Central Arizona
 
Whether your loss prevention (LP)/asset protection (AP) team has been around for 10 years, or you have yet to establish one, this is the session for you! Hear seasoned loss prevention professionals as they share challenges, successes, results and outcomes from developing their own Goodwill LP programs. Learn the keys to building strong partnerships with other departments, what you should expect from a good LP program and what should be measured.

 
IT Security Covering PCI and EMV, HIPAA/PII and Cyber Security Panel Discussion
Facilitated by: Joe Shaw, Interim Vice President of Information Technology, and Tae Rim, Information Security Manager, GII
 
Panel members will provide an overview in their respective areas of expertise, including changes in regulations that may impact Goodwill organizations. This session will be highly engaging, giving participants ample opportunity to address specific questions and concerns relevant to this topical area.

 
Using Analytics for Effective Marketing
Presented by: Matt Montgomery, Director, Client Development, Intalytics, Ryan Kuhn, Sr. Director of Marketing and Kyle Stewart, Director of Donated Goods and Retail

GoodSites, the next generation of market planning and analytics, will be used for more than market planning and analytics. This tool will serve up customer data such as demographic and behaviors to help inform your marketing decisions. Join us as we learn more about this new tool and hear how your Goodwill can use the analytics to identify your consumers, move from demographics to psychographics, and the potential this new tool has for fulfillment.

 
State of the Union in Aftermarket
Presented by:
Randy Dohne, DGR Consultant and Susanne Fredericks, Sustainability Specialist, GII,
 Skip Wilson, Principal/Owner, Wilson Marketing Group, and Beth Forsberg, Vice President of Retail Operations, Goodwill Industries of San Diego County
 
In the tough commodities market experienced in 2015, what can be done to enhance/recoup the revenue lost in 2016 when prices remain down and Goodwill organizations have an overabundance of after-retail and salvage goods? This session will review the current state of the salvage commodities market. Additionally we will discuss how we can maintain our focus on recycling, waste diversion and having a mindset aimed toward zero waste.

 
Building the Pipeline of Retail and Finance Leaders
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Specialized Knowledge; Delivery Method: Group Live)


Presented by: John Hannam, Executive Sales Manager, Goodwill Industries of the Columbia Willamette, Susan Gabriel, Director of Senior Leadership and Management Programs and Hana Redd, Director of Financial Services, GII
 
Succession planning is not just about the eventual retirement of the CEO, but also a critical component of long-term planning for all of the organization’s future leadership. The succession plan should align the agency’s ongoing staff development with the strategic vision for the organization by supporting business goals effectively, preventing disruption, developing bench strength and creating the strong possibility that successors for top management will emerge from your own talent pool. Talent development and succession planning are multifaceted and intertwined, and this session will introduce you to a new GII resource guide designed to assist you in these areas. The session will also include proven practices from Goodwill members.

 
Mobile - Living in the Micro- Moment
Presented by: Martin Waxman, President, Waxman Communications

We all have them. Those times during the day when we’re in the middle of one thing and reflexively turn to our smartphones to find out something else. Google calls these, micro-moments and they’re changing the way we discover content and information on mobile devices. 
Martin Waxman, a digital and communications strategist, leads this high energy, informative meetup on micro-moments and mobile trends. He starts by showing why we need to look at the world from our audience’s perspective and how to create the kind of mobile-first multimedia content that both helps and inspires people in the moment.

In the second part of the meetup, participants are broken into groups and in five minute increments, each group moves around the room to four themed stations and brainstorms ideas for Goodwill content. 

Then each group reviews and selects the top two ideas at their station, and in 15 minutes, develop them and present the concepts. These final concepts will be collected and shared with participants after the conference. 

 
2:30 p.m. – 3:30 p.m.
Concurrent Sessions

DGR Web-based Training and Two Other Platforms
Presented by: Jack Wexler, Director of Online Learning Platforms, GII
 
This session will review training developed by Goodwill organizations on DGR, safety and human resources topics as well as third-party web-based training for professional development. It will include additional discussions on a coaching/mentoring platform and mobile learning.

 
Online Video and the New Internet
Presented by: Ed Heil, President, StoryTeller Media + Communications
Facilitated by: Charlene Sarmiento, Public Relations Program Manager, GII
 
If you aren’t using video in your marketing and communications, this session will help you transition to the video-based internet. Learn ways to use video to share your brand and promote your organization. While you may no longer need a huge budget to create video, you do need a strategy for what you want to create and how it will advance your public relations. We will also delve into what’s next in the world of video — such as live streaming and virtual reality.

 
3:30 p.m. – 3:45 p.m.
Networking Break
 
3:45 p.m. – 5:15 p.m.
Concurrent Sessions

Donor-Advised Funds: A Big Opportunity
Speaker: Kim Laughton, President, Schwab Charitable
Facilitated by: Doug McKenney, Director of Philanthropy, GII

 
Donor-advised funds enable people to make tax-deductible contributions to a qualifying organization that will be determined at a later date. The NonProfit Times reported that $6.5 billion was distributed from just five large donor-advised funds in 2015. Join us to learn from a fund manager in the field how these funds operate and the potential they hold for your Goodwill.

 
Partnership Workshop Part 1: Developing Partnerships
Presented by: Natasha Young, Manager of Cause Partnerships, GII; Kym King, Vice President of Public Relations and Community Affairs, Goodwill Industries of Houston; Corinne Giacomarro, Media Relations and Marketing Specialist, Goodwill Industries of Houston
 
Learn about trends in corporate social responsibility and how to leverage them to identify and close potential corporate partnerships. In this session, we’ll cover a strategic plan for approaching potential corporate partners and how to create a compelling pitch.

 
Digital Experience Lab: DIY Usability Testing
Presented by: Shreya Kothaneth, Director of UX Research, Spark Experience
 
Are your Goodwill audiences getting what they need from your website? Counting the number of users and page views only go so far; usability testing can help you understand the “why”s and “why not”s driving these figures. In this session, you will learn about the core types of usability testing, including low-cost options you can take advantage of with in-house resources.  You’ll get hands on experience identifying the actions you want users to take on your site, and writing testing tasks that help accurately assess how easy (or hard) it is for users to complete those tasks.  Attendees are encouraged to bring their laptops or tablets to the session.

 
MeetUp: Moving Beyond Budgeting to Become Future Ready
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Specialized Knowledge; Delivery Method: Group Live)


Facilitated by: Hana Redd, Director of Financial Services, GII; Steve Player, Managing Director, The Player Group and Director of Beyond Budgeting Round Table in North America; and Brian Storrs, CPA, President of Intuitive TEK
 
Come and join a dialogue with your Goodwill peers as well as experts from the field about budgeting and forecasting. Today’s fast-changing business environment requires leaders who can quickly analyze and respond while maintaining financial discipline. Managers are finding that the old tools such as annual budgets slow responses and impede progress. In this session, hear how organizations are moving beyond budgeting to become truly ready for the future. Author Steve Player will share how CFOs are using rolling forecasts, what-if scenario planning and other advanced approaches to more strategically plan and control operations. He will share seven common problems of typical forecasting practices (and what to do instead), the five attributes of diamond-level forecasts and three advanced practices you can begin immediately. This session incorporates practical illustrations in action.

 
4:00 p.m. – 5:00 p.m.
Concurrent Sessions

Promoting Your Executives and Leaders as Thought Leaders in Your Community
Presented by: Sabrina Kidwai, APR, Senior Manager of Public Relations, ASAE and the Center for Association Leadership
 
We’ve heard it all before. A reporter doesn’t want to speak to a CEO or spokesperson, and instead wants to speak with a ‘Regular Joe’ such as a shopper, donor, store employee or program participant. While we as public relations professionals are happy to help, we are also on the lookout for ways to promote our CEOs, executives and leaders — people whose leadership is valuable to Goodwill’s growth.

 
Goodwill® Trivia: Branding, Trademarks and Beyond
Facilitated by: Judy Branzelle, Chief Legal Officer and General Counsel, GII and Dara Peskin, Manager of Marketing and Brand Development, GII
 
Have you ever wondered what it means for GII to register the Smiling G logo and name? Why it’s important to use the approved logo? Join us for an interactive learning session about our Smiling G, trademarks, and what it all means for you. There will be a chance to win prizes, meet your colleagues and get answers to your questions.

 
Get Your Head in the Game!
Facilitated by: Susan Gabriel, Director of Senior Leadership and Management Programs, GII
 
Over the past decade, a significant amount of research has been done in the field of neuroleadership. Simply defined, the field applies how our brain works and influences our behaviors, reactions and emotion from a leadership perspective. This session will investigate the value of the SCARF Model, developed by Dr. David Rock, director of the NeuroLeadership Institute. Join this session for a lively discussion of the application of this model to enhance your relationship with co-workers and improve your organization’s culture.

 
Understanding the Total Cost of Fleet Operation
Presented by: Kirk Morton, Director of Financial Consulting for National Accounts, Ryder Systems
 
Operating a fleet of vehicles has become very expensive given the changes in vehicle technology, investment of vehicles and limited availability for service. It is more important than ever for companies to understand their true costs to determine the best alternatives to improve productivity and increase fleet efficiency. This discussion will identify the costs and compare them to available alternatives for fleet operation.

 
MeetUp: Strategies for Dealing with Increasing Minimum Wage
Facilitated by: Kevin Meier, Donated Goods Retail Consultant/Project Director, Goodwill Brazil, GII

 
MeetUp: Putting the Management Development Program Certified Training to Work
Facilitated by: Todd Chester, Manager of Management Development Programs, GII

 
5:15 p.m. – 8:15 p.m.
2016 Goodwill Summer Conference Awards Reception
Join us as we celebrate the outstanding achievements of our donated goods retail, marketing and business services/commercial contracts colleagues at this annual awards reception. Immediately following the presentation of these prestigious awards, enjoy a grand evening of casino-style games, entertainment, hors d’oeuvres, beverages and fun!

 
Tuesday, August 9, 2016
6:30 a.m. – 7:30 a.m.
Goodwill Fit
 
8:30 a.m. – 9:30 a.m.
Gallup Member Engagement Survey Discoveries Breakfast Session
Facilitated by: Deb Betsch, Vice President, Member Relations, and Wendi Copeland, Senior Vice President, Strategy and Advancement, GII

Last fall, GII contracted with Gallup to inform the network’s understanding of Goodwill leader engagement, member perceptions of GII (the organization and network) and member priorities. An engaged membership — with one another and with GII — is stronger in its local community and contributes to a stronger brand across North America and internationally. Gallup deployed a Goodwill Member Engagement Survey designed to understand member engagement and to analyze, identify and prioritize strengths and areas of opportunity for GII to further support Goodwill members. Join us for a session that will offer an overview of the survey results and begin the dialogue about how the feedback can inform Goodwill’s work moving forward.

 
9:30 a.m. – 9:45 a.m.
Networking Break
 
9:45 a.m. – 11:15 a.m.
Concurrent Sessions

What Does the New Lease Accounting Standard Mean for Goodwill Members?
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Accounting; Delivery Method: Group Live)


Presented by: Frank Jakosz, CPA, CGMA, Partner-in-Charge, Not-for-Profit and Higher Education Practices, Sikich LLP; Susan E. Budak, CPA, Author, Consultant; Naomi Miller, Finance Director, Goodwill Industries of Northern Illinois and Wisconsin Stateline Area
 
In February 2016, the Financial Accounting Standards Board (FASB) issued the long-awaited Accounting Standards Update (ASU) 2016-02, Leases, intended to improve financial reporting of leasing transactions. The ASU affects all organizations that lease assets such as real estate and manufacturing equipment. In this session you will hear about the main provisions of the new lease standard contrasted with the existing guidance. We will discuss the financial statement presentation and disclosures required by the new lease standard and consider its operational impacts. In addition to hearing about the standard, hear what one Goodwill is doing to adopt this new standard. Join this presentation and engage in a conversation with your peers about what this ASU means for your Goodwill and consider how it might affect the network overall.

 
Contracts Critical Performance Metrics System
Presented by: Zachary Haines, Vice President of Quality and Strategy, Goodwill Industries of Central Texas; and Toni Blais, Business Services Consultant, and Mathew Vile, Director of Research and Development, GII
 
The Contracts Critical Performance Metrics (CCPM) System was designed to capture specific data points to identify trends for each line of business performing on service contracts across the Goodwill enterprise. Goodwill Industries of Central Texas (Austin) played an instrumental role in the development and implementation through the testing phase, and Zachary Haines will be sharing information on “how we got here” with the CCPM system and the thought process on how this will work once we acquire data, analyze it and identify trends for the different lines of business. Mathew Vile will conduct a live demo on the CCPM system, and Toni Blais will discuss next steps in getting each Goodwill up and running and entering data into the system.

 
Resource Development Strategy Workshop, Part 2
Facilitated by: Doug McKenney, Director of Philanthropy, GII and Teri Leavens, Resource Development Program Manager, Mission Advancement, GII
 
Join us for this three-part workshop that will provide a road map to building a resource development strategy. In the workshop, attendees will conduct an organizational scan of their organization’s capacity for resource development and an environmental scan of their community to assess current levels of community engagement and develop internal and external strategic plans to meet their resource development goals.

 
Production Models, Metrics, Measurements and Mayhem
Presented by: Nicole Roberts, Senior Director of Operations, Seattle Goodwill Industries; Cathy Hannam, Director of Operations, Goodwill Industries of the Columbia Willamette; Bill Collins, Vice President of Retail, Easter Seals-Goodwill Northern Rocky Mountain
Facilitated by: Kevin Meier, Donated Goods Retail Consultant/Project Director, Goodwill Brazil, GII

 
Journey through various Goodwill production models and explore the attributes of each. A panel of experts will review which metrics they use to track performance and make course corrections. Learn what measurements help determine how much production is needed to achieve sales targets and others that are important to reference. With all this data and information, know how to avoid the mayhem of focusing on the wrong things.

 
E-commerce State of the Union
Presented by: Charles Cawthorn, Marketing Manager, UPS-Southern California District, 
Randy Dohne, DGR Consultant, GII; Wendy Platt, Business Development Manager, shopgoodwill.com, Goodwill Industries of Orange County, California; Paul J. Seifert, JD, Senior Public Policy Specialist, GII; United Parcel Service (UPS)
 
In the booming e-commerce industry and with the growth Goodwill members experienced in 2015, how can we continue to enhance revenue in 2016? In this session, panelists will review the current state of the e-commerce market and the e-commerce survey results, legislation on Capitol Hill, shopgoodwill.com and shipping. We will discuss in an open forum how we can begin to determine the extracted added value of selling goods online versus in our brick-and-mortar stores.

 
The Network Leader, Part 1
Facilitated by: Susan Gabriel, Director of Senior Leadership and Management Programs, GII
 
One of the most challenging roles as a leader is that of leading without authority and forming collaborative relations with other individuals, groups and organizations. The challenges facing our communities are complex and interrelated, and we need to consider new approaches to leadership and organizational models to truly make a difference. This conversation started as a result of two webinars, “The New Network Leader” and “The Network Leader Road Map” presented by the Stanford Social Innovation Review earlier this year. Please join me to explore 1) the why and how of network leadership and 2) our current use of this model and its future potential in all our business sectors.
 
Optimizing Marketing/Media Mix
Presented by: Aric Zion, CEO, Sarah Leidy, Senior Digital Media Planner/Buyer and Bridgette Foord, Media Director, Zion & Zion Agency
 
In the nonprofit world, it is especially important to get the most out of your marketing and media dollars and effort. But, taking the time to optimize your mix not only allows you to put your dollars to their best use, but thoughtfully mixing your marketing and media can allow you to speak to the your different consumers where and how they will respond best to your message. For Goodwill, with our donations, retail, and mission, this is especially important.  Join us for a discussion on how to effectively mix your media and marketing and some tangible results that demonstrate the return.

 
11:15 a.m. – 12:15 p.m.
Concurrent Sessions

The Many Values of a New Goods Program
Presented by: Robert Walker, Donated Goods Retail Business Services/Merchandising Consultant
 
Eighty-four percent of the Goodwill enterprise participates in a purchased goods program generating more than $200 million annually. But what is the total contribution to our business by doing this? This discussion-based session will focus on what purchased goods add to our business from a business and customer perspective. Topics will include, but are not limited to, shopper experience, ROI and competitive advantages.

 
CARF Accreditation and IT Standards Panel Discussion
Presented by: Sarah Newhard, Program Manager of Technology Training, GII
 
In this session, panelists will share their experience of participating in a recent CARF survey and how it can be incorporated into IT standards and best practices, which includes maintaining well-documented IT policy and procedures. The idea is to be less reactive and more proactive by having the checks and balances in place to streamline your operation and ensure a more predictable and manageable outcome.

 
Keeping College Certificates and Degrees Relevant
Presented by:
Doris Savron, Dean, College of Health Professions, University of Phoenix
 
As the trusted provider of career-relevant post-secondary education for working adults, the University of Phoenix builds its courses on the foundation of what employer partners cite as the critical skills for in-demand jobs. The university has the ability to create cross-college programs and the agility to respond to business needs in real time. This interactive session with academic leadership will take a closer look at some of the current innovations in both content and delivery informed by the university’s work with industry partners. You will get a better understanding of in-demand skills and credentials to better prepare your own career pathway and to inform the communities you serve.

 
Achieving the Mission in Your DGR Operations on a Tight Budget
Presented by:
Randy Dohne, DGR Consultant, GII; Matt Chesler, Vice President of Retail Operations, Southern Oregon Goodwill Industries, and Margie Genter, Vice President of Mission Development Services, Mary Lou England, Vice President of Mission Development Services, Goodwill Industries - Manasota
 
Mission integration is more than the financial contributions of business-line revenue into mission services; it is the intentional blending of mission-focused activities, services and programs into Goodwill social enterprises. It benefits the people we employ, the families we strengthen, and our organization's’ financial health. In this session, you will learn how to measure your Goodwill's level of mission integration and discuss opportunities to expand it.

 
Explore the New MyGoodwill: Features, Search, Communities and Collaboration (repeated)
Presented by: Beth Perell, Vice President of Communications and Information Management, and Arlene McCrehan, Senior Director of Online Media, GII
 
The new MyGoodwill, designed in collaboration with Goodwill members, the GII team, user interface experts and SharePoint developers, has a modern, corporate look and feel. In response to your feedback, the team has focused on providing a secure platform, a richer, more interactive search and simpler navigation. Take a tour of the site, learn how to find content relevant to your work and collaborate with your peers across the Goodwill network.

 
Partnership Workshop Part 2: Managing Partnerships
Presented by: Natasha Young, Manager of Cause Partnerships, GII; Kym King, Vice President of Public Relations and Community Affairs, Goodwill Industries of Houston; Corinne Giacomarro, Media Relations and Marketing Specialist, Goodwill Industries of Houston
 
Are you extracting the most value out of your current partnerships?  In this session, learn how to assess existing relationships and how to optimize your internal resources against those partnerships.

 
Eight Key Considerations in Thrift Leases
Presented by: Shannon D. Hoagland, Hoagland Law, PLLC
 
Join this session for a fast-paced discussion of legal and practical provisions to protect your top line, your bottom line and your brand. This seminar will provide specific guidance on negotiating beneficial leases, including common area maintenance costs, exclusive use provisions, signage, parking and a variety of other topics that drive customer experience and financial performance. Shannon D. Hoagland represents a variety of tenants and landlords, providing leasing and store development guidance to Goodwill-Easter Seals Minnesota (St. Paul) for more than 15 years and to Goodwill Industries of Central Florida (Orlando) for more than five years. She will share her experiences and insights into the Goodwill thrift environment and provide attendees with specific guidance and draft lease provisions to help you negotiate key lease points.

 
The Network Leader, Part 2
Facilitated by: Susan Gabriel, Director of Senior Leadership and Management Programs, GII
 
One of the most challenging roles as a leader is that of leading without authority and forming collaborative relations with other individuals, groups and organizations. The challenges facing our communities are complex and interrelated, and we need to consider new approaches to leadership and organizational models to truly make a difference. This session will consider our current use of the network leader model in operations and innovate where the power of networks could impact our communities and Goodwill. If you are using this approach at your Goodwill, please come and share the lessons learned with your colleagues. If you are interested in this model and want to brainstorm additional applications, please join this session.

 
12:00 p.m. – 2:30 p.m.
Tradeshow
 
2:00 p.m. – 3:30 p.m.
Concurrent Sessions

Accounting Updates: Impact of Revenue Recognition and Not-for-Profit Reporting Changes
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Accounting; Delivery Method: Group Live)


Presented by: Lee Klumpp, National Assurance – Director, BDO
 
The Financial Accounting Standards Board (FASB) has been very active, releasing several Accounting Standard Updates (ASUs), including Revenue Recognition, Leases and the anticipated final update to the Presentation of Financial Statements of Not-for-Profit project. These standards will drive changes in accounting that Goodwill organizations will need to adopt in the next few years. Have you considered how you may go about implementing these new standards and preparing your teams and leadership for the changing landscape ahead? In this session we will outline key elements of the new standards and offer a road map for Goodwill organizations as they approach these changes. The objective of this interactive session is to encourage attendees to consider what they need to think about as they prepare to implement the new ASUs and engage in a dialogue with peers how to best lead forward. Come join the conversation with your thoughts and questions.

 
Effective Business Plans/Models
Presented by: David Downes, Vice President of the Data Analytics Initiative, GII
 
This interactive session will equip attendees with tactics to sell technology projects to upper management. Attendees will discuss a real-world project that required an in-depth total cost of ownership (TCO) model for a large-scale project. They will then be broken into groups to develop their own TCO models for a fictitious project to demonstrate the benefits, costs and financial model to fully implement and support the initiative. The groups will reconvene and share their findings with the entire group for a “lessons learned” discussion.

 
Proven Ways to Improve and Grow Your Donated Goods Retail Revenue
Presented by: Bill Parrish, Senior Consultant, Donated Goods Retail, Randy Dohne, Donated Goods Retail Consultant, and Robert Walker, Donated Goods Retail Business Services/Merchandising Consultant, GII
 
Common threads throughout the Goodwill enterprise tend to surface when donated goods retail (DGR) performance is weak. This session will focus on some of these, along with solutions to improve performance and grow DGR revenue. Taking a holistic approach, presenters will discuss how to improve DGR performance, by including these topics: processing efficiency, growing same-store sales, adding proven new goods categories, ramping up e-commerce programs, developing sustainable donation programs and much more. Combined, these strategies can significantly improve DGR performance to support mission activities.

 
Community Engagement: Why It Matters to Your Resource Development Strategy
Presented by: Amy Shaw, Senior Vice President, Nine Network, and Veronica Brandon Miller, Vice President, Foundation, Goodwill Industries - Manasota
 
For success in fundraising, a community organization needs more than a good case for support. It needs substantive connections to other organizations, businesses and key stakeholders that share in serving the community. Effective community engagement also requires an internal culture that looks outward, beyond just those it directly serves. Join us to learn from experienced community engagement leaders how to strengthen your Goodwill’s connection to community and how it can help you achieve your resource development goals.

 
Building and Protecting Brand Value through Sustainability and Risk Management
Facilitated by: Susanne Fredericks, Sustainability Specialist, GII and Goodwill Members
Presented by: Lynne Dahl, Director of Store Design and Property Management for Goodwill-Easter Seals Minnesota; Karla Davis, Director of Finance & IT for Goodwill Industries Tulsa; Beth Forsberg, Vice President of Retail and Operations for Goodwill Industries of San Diego County

 

Studies show that investing in sustainability contributes positively to an organization’s reputation and brand. In a 2012 MIT Sloan Management Review and BCG survey of 2,600 executives, the number-one response to “What are the greatest benefits to your organization in addressing sustainability?” was “improved brand reputation” (40 percent). In this session, through facilitated dialogue and panel discussions, we will be looking at different scenarios and trends such as energy reduction, climate related events and community partnerships. Our three panelists will address how their Goodwill organizations have been both reactive and proactive to mitigate and manage risk, decrease costs, increase donations, minimize disruption and to plan for the future while continuing to build and protect brand value and provide value to our communities and partners utilizing sustainability triple bottom line principles of People, Planet and Prosperity.

 
2:00 p.m. – 5:00 p.m.
Gapology: How Winning Leaders Close Performance Gaps
Presented by: Bob Vandercook, COO, Gapology 


Let’s face it, gaps happen in every company, department, work team and individual performer every day, accounting for trillions of dollars in lost revenue and profit each year. Performance gaps are the number-one risk to all companies and organizations today. By contrast, top-performing leaders and teams have the fewest gaps and can quickly identify and close them. Winning is a choice! Join this session to learn Gapology — a set of tools and a way of thinking that creates a desired outcome — in the context of how it was applied to the Goodwill-Easter Seals Minnesota (St. Paul) retail operation, and hear about the amazing results since. What’s Your Gap?

Each participant will be asked to read a short executive summary in advance of this workshop. This session is limited to 50 participants.

 
2:30 p.m. – 3:30 p.m.
Concurrent Sessions
 
Bring Your Online Newsroom into the Digital Age
Presented by: Steve Momorella , Owner/Founder, TEKGROUP International

Facilitated by: Charlene Sarmiento, Public Relations Program Manager, GII
 
If your newsroom has just press releases, it may be time for a revamp! Our newsroom sites house important information about our organizations, but they often don’t keep pace with the needs of the public or reporters. Newsrooms can be valuable and engaging spaces for our shoppers, donors, reporters and stakeholders. In this session, you’ll learn to identify and view examples of the top types of content desired by media, discuss ways to strengthen a digital newsroom and SEO and learn how and when to use online newsroom resources, such as email alerts, Google Analytics, meta tags and RSS feeds.

 
Keeping the Workplace Safe and Secure
Presented by: Sandy Johannes, Director – Corporate Safety and Medical Services, Goodwill Industries of Southeastern Wisconsin, and Joe Ringer, Director, Asset Protection, Goodwill Industries of Orange County, California
 
Every business should provide a safe environment for workers and business operations, as well as assuring the security of customer information, employee information and company property. Unexpected events can have devastating effects that threaten the safety, security and well-being of both the company and its employees. As your organization's first line of defense, you must be prepared for them. In this session, you will hear about various protocols and practices you can implement to reduce the chance of workplace violence and protect valuable organizational information and data.

 
MeetUp: Business Services/Contracts
Facilitated by: Toni Blais, Business Services Consultant, and Nicole Jewell, Accreditation and Organizational Assessment Consultant, GII

Please bring your smartphone, tablet or laptop – whichever you prefer – and join in on the fun! Together you will discover how the Goodwill network stepped outside of donated goods retail and ventured into the contracts world that we live and breathe every day. The fun and games will be followed by a roundtable discussion on relevant lines of business. You will have the opportunity to share what you have learned so far and what you will be taking back with you to share with your Goodwill colleagues.
 
3:30 p.m. – 3:45 p.m.
Networking Break
 
3:45 p.m. – 4:45 p.m.
Concurrent Sessions
 
Digital Trends and Tools for Business
Presented by: Phillip Raub Co-founder and Chief Marketing Officer, b8ta
Facilitated by: Adam Stiska, Director of Mobile and Digital Strategies, Kyle Stewart, Director of Donated Goods Retail, and Kenneth Guertin, Donated Goods Retail Consultant, GII

 
While the pre-conference session focused on the store experience, this session will focus on the ways in which digital tools enhance the traditional retail shopper’s experience. Join us as we dive deeper into how digital tools and technologies can shape and enhance the Goodwill shopping experience.

 
Attracting a New Generation of Donors with Sustainability
Presented by: Susanne Fredericks, Sustainability Specialist, Randy Dohne, Donated Goods Retail Consultant, and Dara Peskin, Manager of Marketing and Brand Development, GII

 
Conscious Consumerism doesn’t just apply to our shoppers; it applies to our donors as well.  Donors and shoppers today are a new generation. They are more inquisitive, have more information at their fingertips and are more vocal. They care about how their shopping and donation decisions affect the community and the planet. In this session, we will look at different donor profiles and what drives their donation decisions using the concept of ‘Conscious Consumerism’. Together, through a lively, interactive exercise, we will looks at innovative ways of attracting the new generation of potential donors then evaluate and apply those scenarios through the lens’ of sustainability (the triple bottom line), DGR and Marketing.

 
MeetUp: Target Discussion
Facilitated by: Robert Walker, Donated Goods Retail Business Services/Merchandising Consultant, GII

 
Leveraging the Brand as a Growth Driver
Presented by Sherry Sanger, Sr. Vice President of Marketing for Penske Truck Leasing

This informative session will explore how brands can be leveraged to drive growth throughout organizations.  With today's rapidly changing and vast communication channels, it can be tough for brands to break through and be heard.  Sherry Sanger will introduce how taking a fresh look at the choices customers make and the value they assign to a brand can reveal opportunities to bring the brand to life in new and impactful ways.

 
3:45 p.m. – 5:15 p.m.
Concurrent Sessions

Developing a Quality, Professional, and Sustainable Cleaning Operation
Presented by: Mandy Morrison, Operations ― Government Contracts, Goodwill Industries of Central & Coastal Virginia and Plamena (Pam) Todorova, Senior Program Development Manager ― Facility Service Programs, International Sanitary Supply Association (ISSA)
Facilitated by: Toni Blais, Business Services Consultant, GII
 
ISSA’s Cleaning Industry Management Standard (CIMS) and green cleaning designation CIMS-Green Building (GB) have established themselves as THE standard and certification for cleaning service providers.  Government facility managers on the federal and municipality level, such as the U.S. Army Military Medical Command and the city of Kansas City, MO, are using the program to pre-qualify potential cleaning providers, as are those of privately held facilities like State Farm Insurance. And with the inclusion of CIMS-GB into Version 4 of LEED EB: O&M, facility management professionals’ awareness of the program as an important tool for selecting quality, professional cleaning providers continues to increase.
 
This session will provide you with a clear understanding of how CIMS and CIMS-GB can help you improve operations, build a strong management foundation, design a comprehensive green cleaning program, and validate your organization’s professionalism in a hyper-competitive marketplace.  The session will also provide a first-hand account of one of your Goodwill colleagues experience with certification and the benefits that organization experienced as a result of certification. 
Developing a Risk Management Approach in Your Goodwill: Big Business Means Big Risk
Presented by: Annette Grove, Accreditation and Organizational Assessment Consultant, and Margaret O’Brien, Senior Director, Organizational Strengthening and Accreditation, GII
 
Is it a set of rules and a checklist or an ongoing dialogue and an inclusive work culture? Risk management is too often considered a matter of compliance that can be solved by establishing a set of complex rules and anointing oversight to ensure that all employees follow them. However, clear and convincing evidence demonstrates that rules-based risk management will not diminish either the likelihood or the impact of a disaster. Organizations that short change risk management efforts find that potential consequences can be severe, from a loss of competitiveness to, in the extreme, shuttered operations. As Goodwill organizations continue to grow and diversify, establishing a holistic and integrated risk management approach is critical to continued success. This session will afford participants the opportunity to have a frank discussion about ways to identify, mitigate and manage risk and to share strategies to establish an effective culture of risk management throughout the organization.

 
Dropping the Ball at the Point of Sale: Customer Service and Marketing Solution to Improve Brand, Sales, and Mission
Presented by: William Long, Learning and Development Manager, Goodwill Industries of the Valleys, Ryan Kuhn, Senior Director of Marketing, GII and 
Jack Wexler, Director of Online Learning Platforms, GII
 
You’ve secured plentiful, high-quality donated goods. You’ve executed great marketing to get people into your stores. You’ve priced your goods competitively to get them off the rack and into customers’ hands. Job well done, right? Maybe not quite. Not having a focus on the customer service in your retail stores may be wasting all of that hard work. Good customer service has a direct impact on sales completion, valuable add-ons, and loss prevention. And, it can make or break the Goodwill brand. Come to this session to discuss customer service opportunities for Goodwill, learn what technology can do to improve your team’s skills, and the benefits that your whole organization can have from a renewed focus on customer service.

 
MeetUp: Building Accounting Efficiencies
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Specialized Knowledge; Delivery Method: Group Live)


Facilitated by: Hana Redd, Director of Financial Services, GII
 
Come and engage in a conversation about efficiencies. What was the smartest change in the accounting department you have made in the past few years? What are examples of efficiencies gained by accounting teams? Most accounting teams are engrossed in procedures – when is enough, enough? How do you balance accuracy with efficiency? How can partners such as banks assist to find efficiencies? How do you encourage accounting teams to look at what needs to be done differently to free up staff hours and not do paperwork? Who is doing this effectively and quickly? We all want to be more efficient, so let’s hear what works and how to go about leading a change in your Goodwill.

 
6:00 p.m. – 10:30 p.m.
 
Baseball Game
Network with your fellow Goodwillers at the Minnesota Twins – Houston Astros baseball game. Take a break from the conference and enjoy an evening of open-air baseball at the popular Target Field. You’ll receive a significant discount on Deck area seats by purchasing tickets through the conference registration process. The Deck is accessible via elevator. Ticket Price: $10.00 to cover transportation to and from the hotel and Deck area seats.
Wednesday, August 10, 2016
6:30 a.m. – 7:30 a.m.
Goodwill Fit
8:30 a.m. – 9:30 a.m.
MeetUp: Partnerships
Facilitated by: Natasha Young, Manager of Cause Partnerships, GII
8:30 a.m. – 10:00 a.m.
Concurrent Sessions

Donation Strategy Diversity and Innovation
Presented by: Ken Gosney, Executive Director, and Marcy Fisher, Facilities and Special Projects Manager, Goodwill Industries of the Columbia; Dana Conte, Director of Donation Services, Goodwill Industries of Northwest North Carolina; and Charlotte Nelson, Chief Administrative Officer, Goodwill of the Great Plains 
 
Efforts to increase donations have led to an enterprise-wide increase of donations over the past year; let’s continue to diversify our donation streams. This session will look at some of the bright spots of donation increase in the membership, via innovative responses like curbside donation pick up, donation drives/ college move outs, and targeted donation programs.

 
Gina+Will: A Goodwill Store for Millennials
Join us for a site visit to Gina+Will, a boutique operated on the University of Minnesota campus by Goodwill-Easter Seals Minnesota. Hear about the organization's experience in developing a concept store aimed specifically at millennials. Staff will share insights into the millennial market, along with lessons learned in Gina+Will's first two years of operation. This session is limited to 25 people.

 
Resource Development Strategy Workshop, Part 3
Facilitated by: Doug McKenney, Director of Philanthropy, GII and Teri Leavens, Resource Development Program Manager, Mission Advancement, GII
 
Join us for this three-part workshop that will provide a road map to building a resource development strategy. In the workshop, attendees will conduct an organizational scan of their organization’s capacity for resource development and an environmental scan of their community to assess current levels of community engagement and develop internal and external strategic plans to meet their resource development goals.

 
Staffing Services: How to Make Your Staffing Company Stand Out, Stay Top of Mind and Win More Business!

Presented by: Robin Carson, Senior Vice President, Employment Services, Goodwill Industries of the Southern Piedmont; Diane Wall, Senior Director of Employment and Business Services, Goodwill Industries of Middle Georgia and the CSRA; Michael Boelter, Vice President, TalentBridge, Goodwill Industries of Southeastern Wisconsin; and Janet Van Liere, Member Services Manager, Alternative Staffing Alliance (ASA)
 
Commercial Staffing Services has been the fastest growing line of business commercially across the Goodwill network since 2014. In 2014 and 2015 combined, commercial staffing grew by more than $25 million. In this session, hear from three Goodwill organizations that are currently managing successful commercial staffing operations. You will learn about different business models and why certain ones may work in one Goodwill environment but not another, and the necessary functions and programs recommended to manage a sufficient commercial staffing services line of business. You will also learn TalentBridge’s approach to business development, and Janet Van Liere from ASA will share nationwide market information and things you should consider before entering into the alternative staffing line of business. The duration of this session will be 90 minutes.

 
New Market Tax Credit: What You Need to Know About NMTCs as a Source for Capital for Expansion
CPE Eligible* (Program Level: Basic; Recommended Credits:  1.5 CPE; Prerequisites: None; Advance Preparation: None, Field of Study: Taxes; Delivery Method: Group Live)


Presented by: Jarick Poulson, Senior Manager, Deloitte Tax; Christine Brynaert, Manager, Deloitte Tax; Gary Barrett, Senior Vice President, Goodwill Industries of the Southern Piedmont
Facilitator: Benjamin Saul, Director, Capital Strategies and Loan Fund Program Manager, GII

 
Deloitte will provide an educational presentation focused on what Goodwill members need to know and understand about new market tax credits (NMTCs) as a source of capital for expansion. Hear how NMTC financing can save Goodwill organizations 18 to 22 percent of the cost of qualifying capital projects, and get answers about why NMTC, what resources are needed to get the deal done and what resources are needed for annual compliance and reporting. You will also learn from Goodwill members who have successfully used the NMTC for capital expansion. In addition, you will hear about a potential for the GII GMJCS loan fund to benefit from an NMTC allocation and the potential benefit to members.

 
8:30 a.m. – 11:00 a.m.
Concurrent Sessions
Enhance Your Presentation Skills
Presented by: Todd Chester, Manager of Management Development Programs, GII


Polish your most critical presentation skills and get feedback to help develop new ones.  Receive instant feedback and discover your presentation strengths in a highly-supportive, non-threatening environment.  During this session you will: receive a detailed performance checklist of presentation skills that covers non-verbals, such as eye contact, voice, and facial expression; create your own individualized feedback instrument; select key skills to work on and develop during the workshop; using your own cell phone to record, you will practice by talking/presenting for two-minutes with an assigned partner; receive feedback on the skills you select for improvement from the other participants and from the facilitator; and self-diagnose your own talk/presentation immediately after each cell phone recording. You will not need to prepare a presentation ahead of time. This workshop is useful, impactful and engaging.

Digital Experience Lab: Equal Access for All
Presented by: Shawn Henry, Accessibility Evangelist, W3C Web Accessibility Initiative (WAI)


For many stakeholders, the first interaction with your Goodwill is at a digital, rather than physical location: your Goodwill’s website. Ensuring your website information is accessible to people with disabilities communicates your organization’s commitment to helping connect people to the information and opportunities they need to be successful. And here’s the rub – accessible websites benefit traditional website users as well. In this session, you will learn about the most common accessibility standards and how (often simple) updates can make a big difference for people in how people with disabilities can access that information. You’ll do some testing on your own Goodwill’s site and walk away with recommendations your content managers and web developers can use to improve your site’s accessibility. Attendees are encouraged to bring their laptops or tablets to the session.
 
10:00 a.m. – 10:15 a.m.
Networking Break
10:15 a.m. – 11:15 a.m.
Concurrent Sessions

Deck Out Your Stores
Facilitated by: Bill Parrish, Senior DGR Consultant and Dara Peskin, Manager of Marketing and Brand Development, GII
 
Join us for a panel discussion among marketing and retail colleagues across the Goodwill enterprise to discuss how to best design your store to bring in new customers and keep customers coming back; how to keep up with the competition; and more. Also, learn more about the first GII-developed store signage toolkit and how you might use it, as well as other resources.

 
Evaluating Our Core Lines of Business to Innovate and Identify New Business Lines
Presented by: S
usanne Fredericks, Sustainability Specialist, Toni Blais, Business Services Consultant, and Randy Dohne, Donated Goods Retail Consultant, GII
 
Through a fast-paced, interactive session we will look at our current core lines of business and identify potential and innovative ways to create new lines of business while generating new revenue streams and job creation. During this session participants will brainstorm innovative ideas as well as hear about new lines of business that a few Goodwill members have recently started; there will be plenty of time where additional ideas can be shared and discussed.

Following Summer Conference, GII will compile all the ideas from the session and to keep the conversations going, will hold a webinar as follow-up. The goal is to then identify a few potential new lines of business and put together affinity groups to work on next steps.  Please join us! Let’s get the creative juices going and be proactive during the lean times.

 
MeetUp: Internet Rumors
Facilitated by: Lauren Lawson-Zilai, Director of Public Relations, GII
 
MeetUp: Data Analytic Roundtable
Facilitated by: David Downes, Vice President of the Data Analytics Initiative, GII

 
11:15 a.m. – 11:30 a.m.
Networking Break
11:30 a.m. – 12:30 p.m.
Closing Session
You will not want to miss this closing session!
1:00 p.m. – 4:00 p.m.
Goodwill-Easter Seals Minnesota Tour
On this tour you will visit a sampling of the 48 retail sites Goodwill-Easter Seals Minnesota (St. Paul) operates in its territory. Sites will include the new Brooklyn Park Distribution Center, where e-commerce, salvage operations and an outlet store are located. We will also visit different models of retail stores operated in the Twin Cities. Staff will be available to provide more information and answer your questions.