Accelerate YOUR Purpose
18th ANNUAL SAN DIEGO AMA CAUSE CONFERENCE
Discover how successful brands and nonprofits are connecting with and engaging today’s purpose-driven, socially conscious consumers, partners and employees. Learn the latest in cause marketing, purpose-driven branding, employee engagement and social impact. Gather the insights, tools and connections you need to accelerate the purpose revolution.
This year’s event begins with an early evening reception on May 18, continues on May 19 with a full day of engaging sessions and activities, and is followed by our new optional half-day bootcamps on May 20.
GLOBALLY RECOGNIZED KEYNOTES
AARON HURST: The CEO of Imperative and author of The Purpose Economy, Aaron Hurst is a thought leader who’s been recognized as a top social entrepreneur by numerous publications and organizations. If his message doesn’t inspire you, check your pulse.
KEYNOTE SPONSOR: San Diego Gas & Electric
BETHANY JOY CLARK: As lead Ambassador and former Director of Community for one of the world’s most inspirational brands, Bethany Joy Clark plays a key role in the world of TOMS — and what a growing world it is.
GET ON THE RIGHT TRACK
Select from sessions tailored to fit where you are in your purpose-driven marketing journey: Starter, Business, Nonprofit and Optimizer. Our amazing lineup of distinguished speakers, from purpose-driven brands and organizations like New Belgium Brewery, PwC, San Diego Humane Society, Dr. Bronner’s, Habitat for Humanity, and Campbell’s Plum Organics, can’t wait to share their strategies for accelerating the purpose revolution.
NEW VENUE, FORMATS AND BOOTCAMPS
To ensure this conference meets your specific needs, we’ve built in time for four “unconference” sessions whose topics will be recommended by you. And, our two optional Bootcamps on May 2oth offer you a chance to put your new knowledge to work by developing your own plan, guided by expert facilitators.
WHY SHOULD YOU ATTEND?
To learn about cause marketing. To start building a purposeful brand or build on your current efforts. To connect with like-minded brands and nonprofits. To enhance your purpose-driven leadership. To enjoy informal networking. To ensure you’re not on the outside looking in as others embrace this cutting-edge marketing strategy. In short, to be a leader in the purpose revolution.
JOIN THE REVOLUTION!
5/18 Cause Con Kickoff
5:00 p.m. – 8:00 p.m. | Crowne Plaza – Mission Valley | Session Details
|5:00-5:30pm||Registration & Networking|
|5:30-6:30pm||TED-Style Talks||Purpose||Bea Boccolandro, Founder & President, VeraWorks|
|Culture||Katie Wallace, Assistant Director of Sustainability, New Belgium Brewery|
5/19 Cause Conference
7:30 a.m. – 6:30 p.m. | Crowne Plaza – Mission Valley | Session Details
|Time||Track & Room||Session||Speaker|
|7:30-8:30am||Foyer & Grand Hanalei Ballroom||REGISTRATION, BREAKFAST & NETWORKING|
|8:30-8:45am||Grand Hanalei Ballroom||Opening Remarks|
|8:45-9:30am||Grand Hanalei Ballroom||KEYNOTE: The Purpose Economy||Aaron Hurst, CEO, Imperative; Author, The Purpose Economy; Founder, Taproot Foundation
KEYNOTE SPONSOR: San Diego Gas & Electric
|9:30-10:00am||Grand Hanalei Ballroom||Break & Expo|
|10:00-10:50am BREAKOUT #1||STARTER
|Cause Marketing for Starters||Brian Hawkins, Dean of Student Affairs, California International Business University|
Grand Hanalei Ballroom
|Magnify Your Impact: Engaging Media Partners for Social Good||Panelists:
Grand Hanalei Ballroom
|Practical Techniques for Impact Measurement||Farron Levy, Founder and CEO, True Impact|
|11:00-11:50am BREAKOUT #2||STARTER
|Legacy, People and Impact: Why Picking the Right Issue is Important||Scott Pansky, Co-founder and Senior Partner, Allison + Partners|
|From Purpose to Practice: Employee Engagement from the Inside Out||Panelists:
|Adding Value to Nonprofit Proposals||Parker Pike, Board Member, San Diego Nonprofit Association; Marketing Instructor, UCSD Extension and UCSD Global Connect|
|Building Social Impact Stories with Big Data||Panelists:
|11:50-12:00pm||Grand Hanalei Ballroom||Break & Expo|
|12:00-12:50pm||Grand Hanalei Ballroom||Lunch, Keynote & Video Contest Presentation||Lunch Keynote: Bethany Joy Clark, Global Brand Ambassador, TOMS|
|1:00-1:20pm||Grand Hanalei Ballroom||Contest|
|1:20-1:30pm||Grand Hanalei Ballroom||Break & Expo|
|Putting Purpose at the Center of Culture||Kirsten Ludwig, President, In Good Co.|
|Skills-Based Volunteering: Help Bring Purpose to your Brand||Presenters:|
|Collaborating for Good: Finding and Keeping Your Cause Partners|| Panelists:
|Cause Marketing: Taking Advantage of the Halo Effect||Mary E. Tovella, Esq., For Purpose Law Group|
|2:20-2:30pm||Grand Hanalei Ballroom||Break & Expo|
|2:30-3:30pm||Room TBD||CUSTOM ACTIVITY: Unconference Sessions & LOUD Tables||TBD|
|Room TBD||“Meet the Experts” Sessions||TBD|
|3:30-3:45pm||Grand Hanalei Ballroom||Break & Expo|
|3:45-4:45pm||Grand Hanalei Ballroom||PANEL:
Putting Purpose Into Practice
|4:45-6:30pm||Grand Hanalei Ballroom||Closing and Reception
Cocktail Reception and Prize Winners Announced
5/20 Cause Con Bootcamp
|Time||Bootcamp Topic||Bootcamp Name||Facilitator|
|9:00am-12:00pm||Purpose-driven Branding||Putting Purpose Into Practice: How To Use Your Business as a Force for Good||Frank Scarpaci, President and Founder, VIANOVA Inc.|
|Purpose-driven Markeing||Digital Marketing for Do-Gooders|
*Although it’s highly unusual, session topics, schedules and speakers are subject to change.
Cause Conference Kick-off Cocktail Reception
Sponsored by Wells Fargo
Date: May 18, 2016
Time: 5:00 – 8:00 PM
Location: Crowne Plaza Mission Valley
Price: Complimentary for Cause Conference and All-Access Pass ticket holders. Includes complimentary drink ticket.
The Cause Conference Kickoff Cocktail Reception is more than just a great party for purpose-driven business and non-profit professionals. Meet your fellow Cause Conference attendees at this interactive, engaging, and fun-filled event with activities you don’t want to miss like:
- Networking mixer with passed hors-d’oeuvres
- Two inspiring TED Style “talks” featuring dynamic, purpose-driven speakers
- Fun community giveback activity to benefit the San Diego Food Banks’ Food 4 Kids Backpack Program
- And more!
Please RSVP during your Cause Conference registration process.
Igniting Societal Purpose in Every Job
Research finds that most corporate employees would rather be doing almost anything but work – including housework, driving in traffic and taxes. Why is modern work so flat and unappealing? What can a manager do to engage employees more fully at work? In this talk,
Bea Boccalandro will share how FedEx, HP, LinkedIn and others apply the innovative management practice of “job purposing,” which integrates societal impact into everyday work tasks. Discover how these companies are benefitting from higher employee engagement, performance and wellbeing as result of their job purposing. Leave with ideas on brightening both your work and the world.
Weaving Purpose into Company Culture
A new kind of business model is emerging to answer the ecological and societal challenges we face today. It operates much like its conventional predecessor born of the industrial revolution, but with a fundamental difference: its purpose includes and transcends monetary gain to focus on equitable human and environmental flourishing. These purpose-driven companies measure their success not only in dollar signs, but also in the lives they have improved, the societies they have enriched, and the ecosystems they have restored.
What does a business need to integrate purpose throughout the daily operations of an organization? How can your company join the purpose movement in an authentic and effective way? Drawing from her background in business, sustainability, and positive psychology, Katie will share stories and tools that will help make your company’s purpose a daily reality.
Note: Please check back as we continue to update our program and sessions.
7:30am – 8:15am
Registration & Continental Breakfast
8:15am – 8:30am
Location: Grand Hanalei Ballroom
The Science of Purpose
The Purpose Economist, Aaron Hurst, shares breakthrough research about what truly creates purpose for people in their work and in the marketplace and how employees who leverage the findings are emerging as the leaders in Purpose Economy.
KEYNOTE SPONSOR: San Diego Gas & Electric
Location: Grand Hanalei Ballroom
9:30am – 10:00am
Expo & Break
Location: Grand Hanalei Ballroom
The goal in developing a successful cause program is to go beyond sponsorship and plan for long term partnerships. To be truly successful in raising awareness and funds, today’s organizations must develop partnerships with long term vision and value. This workshop will present a range of cause marketing tactics and differentiate between a true campaign and ’cause-washing’ for the first time developer with particular focus on the often overlooked importance of engaging media and key influencers from the development and inception of a program.
Highlights of the presentation include advice on key program development focus areas including the matching of mission and message of the issue with target consumers, cause, corporate and media partners, the critical path to developing partnerships and revenue streams, and the methodology of securing media partners in spreading the word, attracting partner investment, raising revenue and awareness. Attendees will learn the roadmap for building an effective, scalable, and measurable campaign with particular attention to the engagement of consumers through contemporary media.
Track: Business / Nonprofit
Title: Magnify Your Impact: Engaging Media Partners for Social Good
A must-see session for both nonprofits and corporations, showcasing high-impact cause marketing collaborations that have elevated their collective purpose through the proven power of media–be it digital, television, radio, online or print. Learn from the experts how to leverage media to create the empathy and urgency needed to establish authentic emotional connections and brand loyalty, the critical driving forces fueling effective consumer engagement, community support, and purchasing decisions in today’s purpose-driven economy.
- Susan Luehrs, Senior Vice President and Regional Marketing Manager for Southern California and Greater Los Angeles, Wells Fargo
- Cathy Lloyd-Bauerle, Director, Integrated Media, CBS Radio San Diego
- Mary Walter-Brown, Publisher and COO, Voice of San Diego
- Drew Schlosberg, Community Relations, The San Diego Union Tribune
- Marybeth H. Kneussl, Business Development Manager, NBC 7 San Diego
Location: Grand Hanalei Ballroom
Title: Practical Techniques for Impact Measurement
Measurement can prove the value of your CSR programs, guide investment decisions, and drive continuous improvement. But how to do it with limited resources (time, expertise, or budget?)
In this session, you will learn practical strategies embraced by sector-leading funders and providers for what, how, and when to measure – and how to claim results. We will conclude by workshopping attendees’ individual measurement challenges and completing an action plan framework.
Sponsored By: San Diego Grantmakers
11:00am – 11:50am
Mid Morning Breakouts
Too many corporations slap a logo on a product and say they care about a cause – usually just because the cause reaches their demographic audience. Today and tomorrow, that is not enough. Millennials and Gen Z have been raised differently and they want to support companies that are more mission driven. This workshop will teach you a process to either how to find the appropriate partner for your company, no matter it’s size and or teach a charity how to better position itself to be selected as a partner. The workshop will cover the following: Understanding and appreciating your mission and values; the importance of engaging and listening to your employees and consumers; and the tools needed to build a foundation that will last for years to come.
Everyone attending will receive a worksheet that will help you follow a proven process for addressing the issue most important to your company, the assets your partners are looking for and better understanding the assets a nonprofit can bring to the relationship. The process then leads into the build of your relationship that engages, can be evaluated and enhanced year after year. Ask any question, and walk away with a system that you can bring back to your team.
Title: From Purpose to Practice: Employee Engagement from the Inside Out
The data is pretty clear: companies, their staff members and the nonprofit causes they care about can benefit greatly from strategic, well-executed employee engagement programs (both on the inside and out). The devil, however, is in the details. Join us to learn from several professionals with deep experience in supporting volunteerism as part of their purpose-driven corporate social responsibility platforms. Hear practical and tactical examples of what works and what doesn’t, inspiration and information to prepare you to bring your employee engagement dreams to life.
- Susan Stone, Geographic Marketing & Corporate Responsibility Leader, PricewaterhouseCoopers
- Stacy Gooch, SPHR-CA®, Vice President, Operations Officer at Meketa Investment Group
- Indra Gardiner Bowers, Founder/Chief Influence Offer, i.d.e.a.
- Julia Dorfman, Social Responsibility Representative, Qualcomm
Title: Adding Value to Nonprofit Proposals
Presenter: Parker Pike, Board Member, SD Nonprofit Association, Marketing Instructor, UCSD Extension and UCSD Global Connect
A fast paced look behind the scenes on what companies are looking for with partnerships and collaboration with nonprofits. Companies will get guidelines on how to value proposals submitted by nonprofits and nonprofit development and marketing executes will learn how to further distinguish their many resources and differentiate their proposals from the sea of requests companies receive.
Attendees will come out of the session with a written outline for cause marketing plan development, ideas to specifically value their nonprofit resources and assets, along with a written template to begin the valuation steps during the workshop and to use the guidelines the next day with their organization. Additionally, attendees will leave with guidelines on specific valuation strategies will be provided to help both companies and nonprofit executives better understand the ‘real’ value of nonprofit resources in dollars and cents – – speaking the language of company and advertising agency executives with ROI and valuation terms.
Title: Building Social Impact Stories with Big Data
You’ve been creating stories and marketing messages with it for years. Now, enter the world of big data – whoa! Thanks to sensors, internet, mobile devices, and the cloud, vast amounts of data are being collected, processed, curated, analyzed, visualized and stored in dizzying and increasing velocity. If your job is to tell an increasingly compelling story to further your cause, big data promises a new channel of information to help you. The challenge is knowing where to get it and what to do with it when you have it.
Today’s session will provide a brief overview on the state of big data and what it means for you. To demonstrate how you might use big data, the panelists will be drawing examples from their case studies in which big data was used to inform on social impact messaging. To give you some practice and comfort level, this will be an interactive session during which you’ll be invited to look at social cause-oriented data and create some story lines of your own.
- Michael Combs, Research Manager CBRE Brokerage Services (former Research Director at San Diego Regional Economic Development Corp.)
- Jennifer Davies, Assistant Dean of External Affairs UC San Diego Extension
- Drew Ceccato, Researcher, Posiba
- Jared Aaker, Vice President, Regional Indicators, Posiba
12:00pm – 1:20pm
Lunch, Keynote & Video Contest Presentation
Location: Grand Hanalei Ballroom
1:30pm – 2:20pm
Many companies assume a healthy culture happens ‘with good people’ but as they grow, discover it takes far more than that. Purpose can’t thrive without the culture to support it, and vice versa. We believe in driving culture. We’re not talking about cars, we’re talking about placing culture at the center of your brand. Brands are doing this in dozens of ways, from unlimited, paid maternity leave or ‘compass’ gatherings, but one thing is consistent: it requires constant care. To succeed, culture needs to be a valued, core staple of your brand. While these actions seem like internal efforts, brand culture increasingly affects brand perception, and in an age where your brand is what consumers say it is, an amazing culture is key. Today, you have to be cultural conscious.
- Keys to being a cultural conscious brand
- Why internal culture changes external outcomes
- Brand exercises on building culture
Title: Skills-Based Volunteering: Help Bring Purpose to Your Brand
Are you looking for employee engagement opportunities that match your organization’s core competencies to community need? Do you want to energize your team with the right giving back? Do you hear buzzwords like “skilled volunteering” and “pro bono projects” and wish you could find a way to jump-start or accelerate a volunteering program?
Join us for a practical look at how you can enhance your brand and your business with a high-ROI volunteer program. VolunteerMatch and Taproot Foundation will highlight stories, ideas, and strategies that you can implement to help find deeper purpose in your volunteering hours. Skills-based volunteering is the intersection of community need and high-value employee volunteer hours—this session will give you some starter tools and techniques to make it a part of your company operations and culture.
Title: Collaborating for Good: Finding and Keeping Your Cause Partners
Over the past 20 years, there has been a dramatic shift in consumer and employee expectations of the role of business in society. According t0 the 2013 Cone Communications Social Impact Study, a whopping 91% of today’s consumers want to see more products, services and retailers support worthy issues. This trend has helped drive more companies to integrate strategies that include aligning their brands with the right cause and nonprofit partners.
In this session, our expert panelists will give you the inside scoop on what it takes to find and keep today’s corporate partners. Learn from real world and practical experiences that address both the challenges and opportunities of collaborating for good.
All presenters have deep and practical experience with effective collaboration with their corporate partners and are committed to helping you and your organization achieve success for good.
- Shandy Arwood, Community Engagement Manager, San Diego Habitat for Humanity
- Mindy Collins, Director of Corporate and Community Development, Rady’s Children’s Hospital Foundation
- Jennifer Grantham, Director of Annual Giving, San Diego Humane Society
- Ellen Peneski, Senior Consultant, EPP Consulting
- Neville Billimoria, SVP Membership/Marketing and Chief Advocacy Officer, Mission Federal Credit Union
This session will explore the full spectrum of cause-related marketing opportunities available to socially conscious businesses, including commercial co-ventures and formal joint ventures, and how to turn corporate charitable giving into a co-marketing opportunity. This session will also highlight the importance of understanding the legal hurdles associated with such ventures, and the methods to ensure legal compliance.
Attendees will gain an understanding of the spectrum of cause-related ventures, including the natural affinity between nonprofit organizations and socially conscious businesses; an overview of various cause-related marketing vehicles for nonprofit / for profit strategic ventures; and how to navigate the legal obstacles to cause-marketing compliance.
2:30pm – 3:30pm
CUSTOM ACTIVITY: Unconference Sessions & LOUD Tables
3:30pm – 3:45pm
Break & Expo
3:45pm – 4:40pm
Putting Purpose Into Practice: Using Business as a Force for Good
This session will take a closer look at what it means to be a purpose-driven business in today’s world. Join us as leaders from four successful purpose-driven brands share how they use business as a force for good. Each panelist will discuss how their brands have embedded purpose into its company culture and how this has benefited them in terms of brand reputation, employee engagement and bottom-line business and social ROI. Our panelists are eager to share their insights and inspiration to help you bring your brand’s purpose to life today.
- Victoria Fiore, Director, Mission & Marketing, Plum Organics
- Katie Wallace, Assistant Director of Sustainability, New Belgium Brewery
- Darcy Shiber-Knowles, Quality, Sustainability & Innovations Manager, Dr Bronner’s
- Karen Archipley, Co-founder, Archi’s Acres
Location: Grand Hanalei Ballroom
4:40pm – 5:00pm
Location: Grand Hanalei Ballroom
5:00pm – 6:30pm
Lock in Your Spot Today!
Book your ticket before they’re gone.
Optional Cause Con Bootcamps
Date: May 20, 2016
Time: 9:00 AM – Noon
Price: AMA Members $100, Guests $120, Nonprofits $100 — Save $20 when you buy the ALL-ACCESS PASS!
Our new Cause Conference Bootcamps offer you a chance to put your new knowledge to work by developing your own purpose-driven plans, guided by expert facilitators.
Bootcamp #1: Putting Purpose Into Practice: How to Use Business as a Force for Good
Want to build a business that makes a positive difference in the world? Are you ready to raise your social responsibility quotient? If so, this is the bootcamp for you.
In this interactive workshop, you will be introduced to a set of processes, tools and techniques to help you build a more purpose-driven, socially conscious company.
During this workshop, you’ll learn:
- What it means to be a purpose-driven company in today’s business landscape and why it matters
- How to easily measure your company’s social and environmental impact
- How to create a social impact improvement plan to deepen your company’s impact and improve the bottom line
- How to engage your employees in supporting your social and environmental impact strategies
This bootcamp is interactive. Laptops with the ability to access Wi-Fi are required for this bootcamp. Participants will be utilizing an online tool throughout the session. We suggest attending any or all of the following Cause Conference sessions to prepare for this bootcamp:
- Putting Purpose At The Center Of Culture
- From Purpose to Practice: Employee Engagement from the Inside Out
- Putting Purpose Into Practice: Using Business as a Force for Good
Bootcamp #2: How to Accelerate Your Purpose: Digital Marketing for the Greater Good
This digital marketing bootcamp is for do-gooders: both businesses and nonprofits alike.
Whether your organization is beginning to build an online presence or has been doing so for many years, this intensive (and fun) bootcamp will help you organize, revisit and revamp your digital marketing strategy for maximum ‘do good’ impact.
During this workshop, you’ll learn how to:
- Create valuable client persona (avatar) documents to share with your stakeholders, organizational partners and internal leadership to truly define your target audience (donors, brand advocates, etc)
- Develop marketing objectives to clarify your organization’s marketing goals and reflect these goals throughout your digital marketing campaign
- Learn the basic and essential elements of sound SEO (Search Engine Optimization) practices to ensure your website is properly optimized for humans and search engines alike
- Understand how to test your website and measure how visitors are interacting with your website
- Build a content marketing (blogging) plan that will inspire and ignite current and potential brand advocates
- Connect with influencers on social media to supercharge your brand voice
- Scale and optimize your digital marketing strategies using a number of powerful online tools
This bootcamp is interactive. Laptops with the ability to access Wi-Fi are required for this bootcamp. You’ll have the opportunity to actually practice what Julien and Sam are preaching and will go home with not only valuable insight, but worksheets and game plans to help move the needle at your organization.
Attendees of past Cause Conferences represent the region’s leading companies, agencies, service providers, nonprofits, and educational institutions. Similar to the San Diego AMA membership base, attendees skew towards management and leadership with strategic, decision-making and management roles.
Be a part of the West Coast’s largest cause and purpose-driven marketing conference.
The 18th Annual Cause Conference, hosted by the San Diego American Marketing Association (AMA), will provide business sector attendees with the latest strategies and best practices for maximizing the potential of nonprofit partnerships to help companies market and grow their businesses. Attendees from the nonprofit sector will learn new ways to build and sustain partnerships with for profit companies that will lead to greater brand awareness, support and sustainable funding.
Target Audience for the Conference
Professionals in the areas of corporate social responsibility, cause marketing, nonprofit management, fundraising, business development, public and media relations, corporate philanthropy, small business, social media, technology, and community relations.
The projected attendance for the 2016 Cause Conference is 400.
Schedule of Events: Spring 2016
Pre-Conference Networking Reception
Based on our target market research, we have created a media plan that will generate interest in, and awareness of, the 18th annual Cause Conference while specifically targeting our key markets in Southern California.
• Social Media: The San Diego AMA maintains an active presence on Facebook and Twitter.
• Website: The San Diego AMA’s website, www.sdama.org, is the number one source for information about the Cause Conference. The site’s traffic averages 830 visits per month in the months leading up to the Conference.
• Media: The Conference receives extensive print, radio and television media coverage. Current and past media partners include:
Television / Cable
Time Warner Cable
Print / Online
San Diego Business Journal
Voice of San Diego
Giving Back Magazine
Join us as a Sponsor! We offer four levels of Media & In-Kind Sponsorships as outlined on page 2. To learn more about the sponsorship opportunities available please contact: Frank G. Scarpaci at 619.446.6780 or via email: email@example.com
2016 Cause Conference Sponsorship – Final to download a Sponsorship brochure.
Just 5 Exhibitor Tables Left!
- Intimate opportunities to network and share your unique products, services, and value proposition
- True integration into conference programming with tables optimally positioned in high-traffic spots throughout the day.
To promote high-quality attendee engagements, the number of spots are limited. Book yours today using the form below. Questions? Email firstname.lastname@example.org
Aaron Hurst is a globally recognized social entrepreneur and authority on social innovation and public/private partnerships. He is the CEO of Imperative, a B Corp advocating for purpose-oriented workers, and the author of the The Purpose Economy. Aaron works to create communities that are empowered to realize their potential, and is a regular advisor and thought-partner for many global brands.
Widely known for his thought leadership, Aaron has written for or been featured in The New York Times, The Wall Street Journal, Fast Company, The Huffington Post, and Stanford Social Innovation Review and on Bloomberg TV. A frequent LinkedIn blogger, he’s been named a LinkedIn Influencer.
Aaron is the founder and an active advisor to the Taproot Foundation where he was the catalyst and lead architect of the $15 billion pro bono service market. He was the creative force behind the conception of the White House’s Billion + Change campaign.
Aaron is a member of the Nonprofit Times’ Power & Influence Top 50, and has been recognized as a top social entrepreneur by Fast Company, Ashoka, Draper Richards Kaplan Foundation, Manhattan Institute and the CommonWealth Club. In 2009, he received the highest honor bestowed on an alumnus of the University of Michigan.
Purpose Type: Empowerer
As lead Ambassador and former Director of Community for one of the world’s most inspirational brands, Bethany Joy Clark plays a key role in the world of TOMS — and what a growing world it is.
The One for One® company now gives to people in need in over 70+ countries, and sells its products (shoes, eyewear, handbags and coffee) in 100+ countries. Bethany’s work focuses on guiding and supporting individuals and groups to create positive change in their communities. For the past four years, Bethany has led the growth of TOMS Community by collaborating with diverse audience groups and creating resources for supporters to share the TOMS story within their communities. Prior to joining TOMS in 2011, she spent seven years at The Walt Disney Company in the Global Sales and Marketing division, heading up the Disneyland Grad Nite program and helping market Disney Endurance Series sports programs. Originally from Fredericksburg, VA and a military family, she completed her undergraduate degree at James Madison University.
Bethany also currently serves on the Board of Advisors for an exciting, fashionable startup: Sword & Plough. She and her husband Trevor reside with their yellow Labrador, Duke, in Los Angeles, CA.
Jared currently serves as the Vice President of Regional Indicators for Posiba. Jared’s passion for using data to help design effective programs and improve and grow the impact of the social sector is what brought him to his current role. Data can be an incredible resource for storytelling and marketing. Regional indicators help tell the community story.
Jared has a background in the oversight of large, multi-agency projects for community, state and federally-funded, and private organizations. Prior to Posiba he served as Executive Vice President for Education Synergy Alliance, leading region-wide efforts to improve public education. Previously Jared has worked in workforce development and economic development. This work afforded him the opportunity to utilize data to market, tell a story and better understand the community.
Karen with her husband Colin founded Archi’s Acres, BCorp, and created the Veterans Sustainable Agriculture Training program in 2007. Karen serves on Boards, such as CCOF Executive Committee, Foundation Board and Board Rep for the CCOF Pacific SW Chapter, as well as Farm Service Agency; Community Outreach Committee, and the San Diego Farm Bureau, representing Herb Growers. Karen leads media relations for Archi’s Acres and product procurement, and assist SAT Alumni nationally in connecting with support and discount programs from many agriculture related products and services, as well as identifying buyers.
Shandy Arwood, Community Engagement Manager, San Diego Habitat for Humanity
Shandy is an accomplished fundraiser and volunteer manager with over nine years of experience in the nonprofit sector. She has successfully implemented campaigns and programs to further the mission of the organizations in which she has worked. Her strengths are in peer-to-peer fundraising and corporate development. She currently oversees the volunteer program at San Diego Habitat for Humanity which places over 7,000 volunteers a year in their agency. She also manages the corporate team building program and Women Build, which combined raise over $400,000 annually. She has a Bachelor’s degree in Economics from San Diego State University.
Neville Billimoria is an effective communications and values leader, growing organizations through external marketing, media, and sales effectiveness, as well as internal organizational alignment, corporate communications and leadership development. He brings experience, energy and empowerment to his leadership role as SVP Membership/Marketing and Chief Advocacy Officer at Mission Federal Credit Union where he has accountability for a strategic array of crucial outward facing functions including leading and managing Marketing, Community Relations, Digital, and promoting Mission Fed’s public image and brand. Neville also serves on several boards including; the Mission Federal Community Foundation Board., San Diego Non Profit Association Board, Education Synergy Alliance Board and Real World Scholars Board of Directors among others. After graduating from UC San Diego, Neville has remained involved as a member of the UCSD Alumni Board of Directors, where he also has been teaching martial arts, yoga and meditation for 35 years. He is a frequent guest speaker & facilitator on topics including marketing, brand as culture, 21st century networked leadership, social capital optimization and civic engagement.
Bea Boccalandro is founder and president of VeraWorks, a global consulting firm that helps managers and companies offer employees the opportunity to do societal good through their everyday jobs. “Job purposing,” as this management practice is called, heightens employee engagement, performance and wellbeing. She is also author of the Job Purposing blog (https://www.veraworks.com/blog), teaches corporate community involvement at Georgetown University and is a frequent keynote speaker on the role of social cause work in everyday corporate jobs.
Bea has helped Aetna, Allstate, Bank of America, Caesars Entertainment, Disney, FedEx, HP, IBM, Levi’s, PwC, Toyota and many other companies develop ways to incorporate societal good into their day-to-day business and measure its societal and business impact.
Named San Diego Metro’s “40 Under 40”, a finalist for San Diego Business Journal’s “Most Admired CEO’s,” and a nominee for The Daily Transcript’s “2014 25 Top Influentials,” Julien Brandt is the Founder & CEO of Organik SEO, a San Diego-based online marketing company that harnesses the power of SEO, social media and content marketing to help businesses increase their online exposure. Today, Julien and his team of communication specialists manage search engine optimization projects, social media campaigns, web development projects and content marketing campaigns for over 100 small to mid-sized businesses. He is an active member of the San Diego entrepreneur community, serves as a board member for San Diego Accelerators (an Entrepreneur’s Organization) and is a founding board member of the U.S. Green Chamber of Commerce. In addition, he remains an engaged alumnus of the SDSU Entrepreneur Society and Lavin Entrepreneurship Center. Julien is also a published author with work featured in PR News’ Digital Guidebook, and he writes an online marketing column for Examiner.com.
Drew holds a B.M in saxophone performance from New England Conservatory of Music (’07) and a M.F.A in performance and literature with a specialization in improvisation from Mills College (’11). Currently, he lives in San Diego, CA where he is pursuing a Ph.D in music and systems inquiry at the University of California, San Diego where his research centers around human experience and the interactivity of performative media. In addition, Ceccato works at a San Diego startup called Posiba where he is a user experience designer, product developer, and researcher creating and implementing data-centric interactive ecosystems that are used to increase the impact of philanthropic organizations and institutions.
Mindy Collins is the Director of Corporate and Community Development for Rady Children’s Hospital Foundation. She holds a Bachelor of Arts Degree in Communications with an emphasis in Public Relations from Robert Morris University in Pittsburgh, PA, and an MBA in Marketing from Regis University in Denver, CO. Mindy has 17 years of experience in corporate and community development, public relations, event planning, community relations and marketing for financial and non-profit institutions. She has volunteered and served on 30 boards and committees in San Diego since 2000.
Michael is an experienced market research specialist with a focus on the macro- and micro-economic forces that drive metropolitan economies. His research has focused on industry clusters, talent, labor markets, real estate trends, international trade, and capital flows as they relate to regional markets. He co-developed the Insight San Diego platform—a tool that enables the local community to evaluate San Diego’s progress on key sustainability indicators.
Mike currently manages the research department at CBRE San Diego, with the continued goal of providing premier market insights to clients, brokers, business leaders, and the public. He is the former Research Manager at San Diego Regional EDC—a nonprofit economic development organization based in San Diego. He has a Master’s degree in Urban Planning and a Bachelor’s degree in economics from the University of Michigan.
Jennifer Davies is assistant dean of external affairs at UC San Diego Extension. She is an accomplished communications and public affairs professional with extensive experience in local governments and at nonprofits. Jennifer helps guide Extensionr’s communications strategy and shape key policy initiatives to advance its mission to bolster the regional economy through lifelong learning. She also served as vice president of external affairs for the Downtown San Diego Partnership, as well as communications director for San Diego City Council President Sherri Lightner. Jennifer got her start as a journalist, working as a staff writer for The San Diego Union-Tribune for close to a decade and covering a variety of high-profile beats. She received a bachelor’s degree in political science from UCLA and a master’s in journalism from the University of Missouri at Columbia.
Julia Dorfman, Social Responsibility Representative, Staff, Qualcomm
Julia Dorfman works in Qualcomm’s Global Social Responsibility group. Based in San Diego, Dorfman manages Qualcomm’s global employee philanthropy and volunteerism programs and works closely with nonprofit partners on grantmaking efforts. Before joining Qualcomm, Dorfman managed visitor services and programs at The New Children’s Museum in San Diego. Dorfman holds a BS in Business Administration from UC Berkeley.
Victoria Fiore is Director of Mission & Marketing at Plum Organics®, the nation’s leading organic baby food brand. Victoria works cross-functionally to integrate Plum’s mission and commitment to responsible business into the company’s strategy, products and operations. She also develops impactful communications strategies to bring Plum’s mission and brand to life, including co-leading Plum’s award winning brand campaign, Parenting Unfiltered.
Dedicated to demonstrating the power of business as a force for good, Victoria has focused her career at the intersection of for-profit and for-impact, starting with her position in global microfinance with Unitus. Victoria has an MBA from the Haas School of Business, where she studied business model innovation for social change. She currently lives in San Francisco, but hits the road as often as possible to see the rest of the world.
For more than 20 years, Indra has led clients with creative thinking and execution in the fields of public relations, social media and experiential management. She is a strategist, a writer and a realist. Indra is a founding partner at i.d.e.a., a 70-person marketing shop focused on creating and activating courageous ideas.
As COO, Indra oversees human resources, accounting, operations and project management. She is the firm’s B Corp champion and works with its employee-led Team Wonderful to keep a vibrant, sustainable culture alive.
Stacy Gooch joined Meketa Investment Group in 2005. A Vice President of the firm, Stacy manages special projects including strategic planning, ESG/sustainability issues, diversity initiatives, volunteerism, employee engagement, recruiting, coaching, and corporate communication. As Co-Chair of the firm’s Sustainability Committee, she leads activities that refine the firm’s external investment practice as well as our internal corporate social responsibility initiatives including environmental, social, and governance issues.
Stacy is also the Executive Director for the Charter Financial Analyst Society San Diego. A membership nonprofit, the CFASSD seeks to elevate the investment profession within the local community. Relatedly, she also sits on the Programming Committee for WIIIN – Women in Institutional Investments Network. Outside of investing, She sits on the Board for Labs & More – a 501(c)3 dog rescue and is passionate about animal welfare. She is also a voracious reader and member of the Hemingway Society.
Stacy received a Master’s in Organizational Leadership with an Executive Certificate in Public and Nonprofit Leadership and a Bachelor’s of Science in Business Administration with a concentration in Marketing. She holds the Senior Professional in Human Resources certification with a California state-specific designation (SPHR-CA©), and is a member of SHRM®.
Jennifer Grantham brings over 15 years of experience in fundraising working for a wide-range of organizations including the YWCA of Riverside County, American Cancer Society, and USO San Diego. She currently serves as the Director of Annual Giving for San Diego Humane Society. In her current role she is responsible for the strategic direction and management of the Humane Society’s Annual Giving Program which includes a robust direct mail program, online giving, third party fundraisers, and three signature Special Events: Fur Ball Gala, Walk for Animals, and the Day of Giving. Throughout her five years with San Diego Humane Society, Jennifer has led her special events and annual giving teams in raising more than $10 million and has been a key player in the creation of year-round corporate partnership opportunities.
Prior to the Humane Society, Jennifer served as the Statewide Director of Corporate Relations for the American Cancer Society (ACS), Hawaii Pacific Division. In this role, Jennifer was responsible for establishing mutually beneficial programmatic and financial partnerships with Hawaii-based corporations. During her time with ACS, Jennifer was successful at forming, sustaining and stewarding partnerships with some of Hawaii’s largest companies.
Brian has a BA in Business Administration and International Relations from the University of San Diego, and an MBA from The Thunderbird School of Global Management. He has lived and worked in Italy, France and South Africa, and speaks 6 languages. A consummate entrepreneur, Brian founded his first venture, a cause marketing and CSR agency at 22. Through his agency, Brian designed and implemented campaigns for American Express, American Red Cross, BMW, California State Parks, City of San Diego, Kids Korps USA, Kimberly Clark, Sempra Energy / SDG&E, True Value Hardware, among others.
Brian’s agency, Catalyst, developed local, regional, national, and global campaigns raising more than $40 million over 12 years. Brian created local San Diego campaigns including; Think Blue™ City of San Diego storm drain pollution prevention campaign, Technovation™ Fleet Science Center San Diego technology, communications and biotech showcase, and Green Korps™ eco-volunteer initiative for Kids Korps USA. Brian is a past member of Kids Korps USA National Board and is a professor of cause marketing, marketing, advertising and entrepreneurship at UCSD, the Fashion Institute of Design & Merchandising, and California International Business University. He, along with former business partner, Parker Pike, assisted in developing the first Cause Conference.
Nancy has led San Diego Grantmakers since 2005, overseeing the organization’s growth in membership and service offerings, particularly around learning and networking opportunities and the facilitation of funder collaboration. This has increased the organization’s prominence in both local and national philanthropic communities, and Nancy often speaks to audiences about the power and practice of strategic philanthropy.
Prior to joining SDG, Nancy was a senior consultant for TrustWorks Group, a leading San Diego firm providing strategic planning, leadership and team development for nonprofits, associations and corporations. She was a co-creator of the TrustWorks training programs on how to build trust in the workplace, now marketed by the Ken Blanchard Companies and the basis for the book Trust Works! Four Keys to Building Lasting Relationships.
Nancy was a Vice President at Wells Fargo Bank, where she worked in a variety of positions over 10 years, including branch manager, marketing, advertising and employee training.
Nancy is currently a board member for the national Forum of Regional Associations of Grantmakers and served as Chair of the 2015 Association of Fundraising Professionals National Philanthropy Day Honorary Committee.
Nancy was a finalist for the San Diego Business Journal’s 2014 Women Who Mean Business awards, and earned a B.A. with Honors in Psychology from Stanford University.
Jennifer Kang joined Taproot in August 2012, first as a pro bono consultant before transitioning to her full-time role in November 2013. With ten years of experience in nonprofit fundraising and corporate public relations, Jennifer directed the Los Angeles office’s fundraising strategy as well as overseeing the strategic direction of special projects and programs. In November 2015, Jennifer transitioned from her position as Senior Development & Program Manager, and has assumed the role of Senior Consultant in Taproot’s Advisory Services practice where she advises and supports leading companies and organizations on the design, development and implementation of customized, high-impact pro bono programs. Her strengths in leadership and strategy are emblematic of Advisory Service’s dedication to developing partnerships across different sectors. Jennifer’s role is integral in fulfilling Taproot’s mission towards catalyzing the pro bono movement in Los Angeles.
Originally from Los Angeles, Jennifer studied public policy at the UCLA Luskin School of Public Affairs. Prior to pursuing her graduate education, she was a fundraising and public relations professional in both the corporate and nonprofit sectors working with organizations including the American Heart Association, the Leukemia & Lymphoma Society, the Children Affected by AIDS Foundation, Sony, Gamefly, and ReadyOC Emergency Preparedness.
Listed as one of the top “10 PR women to follow on Twitter in 2013“ by PR Divas and one of Vocus’ “Seven Marketing Experts and Influencers to Follow in 2013,” Sam is passionate about helping businesses succeed. She loves strategy and has expertise in social media, branding, writing, speaking and live event promotion through social media. Sam has presented at both intimate workshops and large industry conferences. Her presentation topics include: Digital PR Measurement Tips: Advice from the Trenches; Storytelling on Pinterest; and Manage your Workload: Strategy and Tactics for the Social Media Manager Army of One. Outside of work, she supports animal advocacy efforts, enjoys running and loves to hike.
Marybeth began her career with NBC over ten years ago with the owned station in Washington, DC. During the past ten years she has been promoted from a sales assistant to a Business Development Account Executive and then once again into her current role.
In her current role Marybeth is responsible for driving new revenue and partnerships for the station in San Diego and creating unique marketing campaigns, leveraging all platforms of the NBC family.
Marybeth has lived in New York, North Carolina, Washington DC and now San Diego. She would say she is a native of North Carolina, having lived most of her life there, but San Diego has quickly become her family’s new home. She holds a bachelor’s degree in journalism from the University of North Carolina at Chapel Hill and a Masters in Business from the University of Maryland.
Farron Levy is president of True Impact, which provides web-based tools and consulting services that enable organizations – such as Deloitte, PepsiCo, Pfizer, Taproot Foundation, UPS, United Way Worldwide, Wells Fargo, and their nonprofit partners – to measure the performance of their community and social investments. Farron was previously a partner with the social auditing firm SmithOBrien, and an analyst with economic consultancy Industrial Economics, Inc. He has served as an advisor to City Year, New Profit, and CitySoft; and as a member of the Reimagining Service Council. Farron earned an MPP from Harvard University, and a BS from Carnegie Mellon.
Cathy Lloyd Bauerle is the Director of Integrated Media for CBS Radio San Diego, where she leads the sales for special events, integrated marketing campaigns and online assets. Prior to joining CBS Radio in May, 2007, Lloyd Bauerle was the Senior Manager for KPBS Education and Outreach for seven years. Lloyd Bauerle received her degree in Business Management from San Diego State University and is a 2005 Graduate of Lead San Diego. She has received awards for her community involvement and leadership, including a “Top 25 Leadership Award” from the SDSU President, SDSU School of Business “Rising Star Award” and was invited to attend the prestigious “Rising Through The Ranks” leadership training by the Radio Advertising Bureau.
Sarah Lubeck, Communication Manager, San Diego Regional Economic Development Corporation
Sarah Lubeck currently serves as communications manager at San Diego Regional Economic Development Corporation (EDC). On behalf of EDC, she leads the region’s external marketing and public relations efforts as a way to enhance San Diego’s global competitiveness. At EDC, she also leads the organization’s talent initiative, which aims, through an integrated communications plan, to increase the number of college graduates that stay and move to the region. Chief among her responsibilities is determining how to tell San Diego’s story through data and visualizations. Additionally, she also works closely to support efforts with the military, aerospace, life sciences, software, telecom, sports & active lifestyle and other industries in the San Diego region.
Prior to joining EDC, Sarah served as account coordinator at Formula PR (now Havas Formula), an award winning global communications firm, where she worked on a variety of international and Fortune 500 clients. A native of Philadelphia before making the trek to Southern California, she is a graduate of Hobart and William Smith Colleges in Geneva, NY.
Kirsten Ludwig is President and Founder of In Good Co., a culture conscious strategic and creative brand consultancy. A creative and lifestyle marketer with 20 years of experience, Kirsten has transformed agencies, created brands, pioneered experiences, led teams and much more. Uniqlo, Anthropologie, Ralph Lauren, Google, Nike and Starbucks are just a few Kirsten has inspired. When not traveling between coasts she can be found checking out the latest culinary spots or styling a witty photoshoot of her children, Hudson and Sailor.
Susan Luehrs is senior vice president and regional marketing manager for the Southern California and Greater Los Angeles Regions of Wells Fargo Bank. Susan leads and manages a team of marketing consultants to provide strategic marketing support for 511 stores and more than 8,900 team members. Under her leadership, the team devises comprehensive marketing strategies to support the bank’s regional business objectives.
Chris is the Vice President of Sales and Strategic Partnerships at GOOD. In this capacity, he is responsible for structuring collaborations with brands, non-profit organizations, and foundations for values aligned storytelling and social impact program design. GOOD is a media company and social impact consultancy that reaches over 10M folks a month – primarily millennials who care about the people, projects, and organizations that are challenging the status quo and pushing the world forward. Chris is a proud dad and husband, is originally from Canada, loves food, the water and relentlessly cheers for the underdog. He received his undergrad and MBA from McGill University in Montreal.
Scott Pansky is a seasoned entrepreneur with more than 25 years of public relations and marketing experience. Scott leads Allison+Partners’ Social Impact initiatives for leading brands and nonprofits.As a co-founder of Allison+Partners and the co-founder of the AMA Cause Conference, Scott is a nationally recognized expert in the field of cause-related marketing, having developed and/or worked on programs with Samsung, Materne, ALS Therapy Development Institute, Partnership with Native Americans, Toyota, Hasbro, Hyundai, Homegoods, Southwest Airlines, the Arthritis Foundation, Best Western Hotels, ARAMARK, Boost Mobile and Alaska Communications. He has taught Cause Marketing and Sponsorship at UCLA Extension for 15 years helping non-profit organizations raise hundreds of thousands of dollars. Scott sits on the advisory boards for the City Scholars Foundation, YMCA, Adopt A Classroom, Golden State Pops Orchestra, and the LAUSD Citizens Bond Oversight Committee.
Ellen Peneski, Consultant, EEP Consulting
Ellen Peneski has been a Senior Consultant in Organizational Development, Operational Excellence & Change Management serving nonprofit organizations and corporations for 15+ years. Ms. Peneski has worked across a broad spectrum of industries including: insurance, software, health care, biotech, financial, defense and education. She has worked with organizations such as the San Diego Science Alliance (SDSA), SAIC, Mitchell International, Optimer Pharmaceuticals and LPL Financial.
Among her accomplishments, Ms. Peneski has successfully united two community STEM organizations, built local customer service teams in six Latin American countries, served as a communications consultant for a 6.4 billion dollar registered financial investment provider and wrote and produced a bilingual (English/Spanish) multi-media Knowledge Asset portal. She produced and delivered a three-week training course to 35 employees in Beijing, China and implemented an 11 school district internet application.
For the past 7 years, Ms. Peneski served SDSA as Executive Director, Programs Director, and Health Science Program Director. In these roles she oversaw and implemented all aspects of the organization to including production of programs and services and development in order to connect education and industry partnerships to advance STEM education. She is a graduate of the University of Wisconsin – Madison, with a Bachelor of Science degree in Spanish
Parker Pike, BA, MBA, MA, APR is a Board Member of the San Diego Nonprofit Association, co-founder of the SDAMA Cause Conference, co-owner of Village Mill Bread Company in Carmel Valley and marketing instructor for UCSD Extension and UCSD Global Connect. He was the Marketing Manager for UCSD Extension for business programs and developed the first Cause Marketing university class in the USA. Formerly he was president of Catalyst Marketing, Inc., a San Diego based strategic marketing firm specializing in marketing planning to bring together and helping non-profit and for-profit organizations. Parker was also the first Marketing Director for the Birch Aquarium at Scripps, Director of Host Programs and local marketing for America’s Cup ’92 and the Director of Community Relations for the San Diego Union-Tribune. He is a past president of the SD American Marketing Association and developed the community host programs for San Diego’s first Super Bowl and American’s Cup. Parker has a marketing degree from the Univ. of Notre Dame, MBA in marketing from Northern Illinois University, Masters in Advanced Management from National University and earned his APR from the Public Relations Society of America.
Frank is a corporate social responsibility (CSR) and sustainability consultant, facilitator, and speaker with over 30 years of experience in the small business, nonprofit, and corporate sectors. His professional background includes strategic planning, interim executive management, operations, marketing, event management, and business development. Early in his career, Frank discovered his passion for CSR while working at American Express, where he developed and led a variety of successful good citizenship initiatives. In 2000, his efforts earned him the American Express Great Citizens Award in honor of the company’s 150th anniversary.
In 2005, Frank founded VIANOVA, a sustainable business consulting and training firm dedicated to helping companies connect their business success and social good. He is able to leverage his diverse business experience and social responsibility expertise to help clients build better businesses: better for their employees, customers, and communities as well as the environment. Frank’s firm was one of the first certified B Corporations, a classification reserved for businesses that adhere to rigorous standards of social and environmental performance, accountability, and transparency. He has been a featured speaker on the topic of B Corporations and CSR for numerous conferences, radio programs, and client events
Drew specializes in providing community and public relations expertise to grow revenue and exposure through PR, relationship marketing and event sponsorship procurement. His anchor client is The San Diego Union-Tribune, where he previously served as the company’s Director of Community & Public Relations and Official Spokesperson. His work with the U-T includes hosting a “live” Internet radio show entitled “U-T Community Spotlight,” where he has conducted more than 1,500 interviews with CEO’s and senior executives of nonprofit and for-profit organizations in the county.
He currently sits on the Board of Directors or Advisory Boards of the following organizations: Junior Achievement, University of San Diego School of Leadership and Education Sciences, San Diego Council on Literacy, Classroom of the Future Foundation, and Susan G. Komen for the Cure.
In addition to his work in media, Drew spend 11 ½ years as a Curriculum Developer and Special Projects Coordinator for the San Diego Unified School District. He currently is a consultant for a nationally recognized education company, whose focus is Linked Learning, and College and Career Readiness.
Darcy Shiber-Knowles runs Operations Services & Innovation at Dr. Bronner’s, the top-selling organic and fair trade body care and food company famous for its radical labels and tingly peppermint soap. In her current role she is the global lead on quality, sustainability, and operations innovation, and manages the company’s many third-party certifications, including USDA Organic, Fair Trade, B Corp, Cruelty-Free, Non-GMO, Vegan, and more. Prior to joining Dr. Bronner’s, Darcy coordinated Sustainability efforts for Organic Valley, the nation’s leading organic dairy cooperative, and also managed advocacy, public outreach, and organizational development programs for the National Parks Conservation Association. She holds a BA in Environmental Science from Barnard College, Columbia University and an MBA from the Yale School of Management.
Susan Stone has 25 years’ experience in business management and marketing. She is currently the Marketing and Corporate Responsibility Leader for the Pacific Southwest region of PricewaterhouseCoopers LLP (PwC). In this role, she is responsible for advising market leadership on how best to reach clients in the market. She develops integrated marketing plans and programs designed to deepen relationships, enhance the firm’s brand and visibility, strengthen alumni and retired partner relations, and promote and sell PwC capabilities and services. As the corporate responsibility leader, Susan is responsible for leading the markets efforts around charitable giving, pro bono, board of directors roles, volunteerism and employee giving. Prior to PwC, Susan spent 8 years as the Director of Marketing and Business Development at the national law firm of Manatt, Phelps & Phillips. Preceding her role at Manatt, Susan spent 15 years in the investment banking industry.
Mary Tovella Dowling is an attorney with For Purpose Law Group, a San Diego based law firm specializing in the representation of nonprofit, tax-exempt organizations and socially conscious businesses. She is a passionate representative of business clients of all different sizes, across various industries and sectors. Her background in the related disciplines of business and law provides a unique perspective that allows her to offer both legal support and strategic guidance to help clients enter, exist, and thrive in the business world. Her practice focuses on strategic structuring of joint ventures involving both for-profit and nonprofit entities, unrelated business income planning, governance, formation and corporate compliance.
Bree currently leads the marketing team at VolunteerMatch. She joined VolunteerMatch to help grow the base of volunteers, nonprofits and businesses that are transforming communities through the VolunteerMatch network. Prior to VolunteerMatch, Bree led Girl Scouts of Northern California through their most successful membership recruitment campaigns.
Bree’s leadership in sales and marketing has resulted in the recruitment of over 181,700 new members and volunteers for organizations nationwide. Using statistical data models and over nine years of nonprofit insight, she has also uncovered key predictive indicators for a variety of nonprofit metrics including optimal pricing for program events, drivers of member retention, participation in fundraisers and member renewal potential. She currently volunteers with the Junior League of San Jose and continues to coach young women as they launch their professional careers. Bree has an undergraduate degree in Political Science from San Jose State University and an MBA from Santa Clara University.
Katie Wallace is the Assistant Director of Sustainability and “Purveyor of the Good Life” at 100% employee-owned New Belgium Brewing Co., where she has been for 11 years. In her role, Katie helps to lead Sustainability and B Corp efforts as they relate to operations, company culture, community engagement, supply chain, and brand. She sits on the management team at New Belgium and co-chairs the sustainability committee for craft brewing’s industry association. Passionate about business’s potential as a force for good in the world, Katie frequently shares New Belgium’s business model and best practices as a national presenter and by partnering with company leaders and government officials across the globe.
Believing that a positive company culture is a vital element of innovation and success in sustainability, Katie studied the science of human flourishing to better understand its foundations. In doing so she earned a Masters in Applied Positive Psychology from the University of Pennsylvania.
Mary Walter-Brown is the Publisher and Chief Operating Officer at Voice of San Diego, a pioneering local nonprofit investigative news organization. Mary joined Voice of San Diego in September 2011 when the organization was just six years old. In just four years, she’s grown annual revenue by nearly $1 million and led the organization in building what is widely considered to be a best in class membership program for the emerging nonprofit digital news industry. She is invited to speak at conferences around the country where she coaches other news organizations on how to build sustainable revenue models.
Limited sponsorship opportunities are still available. See the opportunities that await your brand.
Thank you to the brilliant San Diego AMA Cause Conference leadership team!
- Chris Carter, VP Communications, Marketing & Public Affairs, San Diego Food Bank; former Director Public Affairs, British Property Federation
- Robert Scheid, VP Marketing, Viejas Enterprises and Tribal Government
- Programming & Sponsorship Director: Frank G. Scarpaci, President, VIANOVA
- Event Planning Director: Barbara Haines, Executive Admin, San Diego AMA
- Marcom Director: Kimberly Gossard, MBA Candidate at Rady School of Business, UCSD
- Outreach Chair: Renee Zau, Founder & CEO, DonationMatch
- Engagement Contest Director: Nancy Carroll, Business Development Director, Groovy Like a Movie
- Parker Pike, Founder, San Diego AMA Cause Conference; Marketing Instructor, UC San Diego, Co-owner and VP Marketing, Village Mill Bread Company
- Neville Billimoria, SVP of Membership & Chief Advocacy Officer, Mission Federal Credit Union
- Sarah Bilyeu, VP Community Relations and Business Development, San Diego County Credit Union
- Ken Davenport, CEO, Mission Edge; Vice Chair, Balboa Park Committee
- Beeta Jahedi, Sr. Director of Learning Programs, San Diego Grantmakers
- Nancy Jamison, Executive Director, San Diego Grantmakers
- Lenore Lowe, Executive Director, Nonprofit Management Solutions
- Cami Mattson, Director Community Relations, Cox Communications
- Michelle Nixon, Director Community Relations, San Diego Gas & Electric
- Lakshmi Paranthaman, Executive Director, San Diego Social Venture Partners
- Mike Spear, Director Business Development, Classy
- Angela Titus, Executive Vice President, Jacobs Center for Neighborhood Innovation
- Rubi Trevino, Chair, Young Nonprofit Professionals Network
Parker Pike Nonprofit Marketing Scholarship
The San Diego Chapter of the American Marketing Association will award $1,000 to a San Diego County college student who has demonstrated exemplary application of business and marketing practices to help a local, regional or national nonprofit organization that is a legally recognized, 501(c)(3) tax-exempt charitable organization. This act of service should be related to the 2016 conference theme, “Accelerating the Purpose Revolution.” The scholarship will be presented at the annual San Diego AMA Cause Marketing Conference, to be held May 18-20, 2016.
The Scholarship is named for Parker Pike, a cause and nonprofit marketing champion with a dedicated career in teaching marketing, developing community partnerships between companies and nonprofits, and for his support for the San Diego AMA. The purpose of the scholarship is to:
- Increase awareness and use effective marketing strategies in the nonprofit community
- Provide an incentive for college students to apply acquired skills to the nonprofit sector
- Demonstrate the power of community marketing partnerships that can help nonprofits reach their social mission and develop sustainable relationships that can support their bottom line
- Completed scholarship application form
- One letter of recommendation from college/university instructor or from nonprofit leader or staff member who is familiar with applicant’s work and contribution
The scholarship is available to all college students, undergraduate and graduate level, attending a San Diego County college, university or extension program, part-time or full time. The support of the non-profit can come in the form of a job, internship or volunteer opportunity. Applications will be evaluated based on the following criteria:
- Leadership and creativity in the application of marketing strategies that achieve measurable success
- Resourcefulness in strengthening an existing marketing program or plan
- Problem solving skills by helping a nonprofit(s) meet a current need or future opportunity
Complete the online application. Recommendation letter and any additional documents should be emailed in a single response to: email@example.com
- Deadline is Friday, April 15, 2016, 5:00 PM
- The winner will be notified via phone by the selection committee member.
- The winner will be invited to attend and be recognized at the 2016 San Diego AMA Cause Marketing Conference.
- Questions: (619) 402-7825
2016 #CAUSESD VIDEO CONTEST
Win a $5,000 video production package!
- Submission Deadline EXTENDED: May 1, 2016, midnight
- Qualified Participants: Nonprofit 501(c)3 in San Diego/Imperial Counties
- First Prize: $5,000 in pro-bono video production services
- Announcement: Winners will be announced at the 2016 Cause Conference.
- View Full Contest Rules (PDF) and Release Form (PDF)
Are you a nonprofit looking for support from the local business community? Submit your story to the 2016 #CauseSD Video Contest!
Simply create a 90-second or shorter video to share your cause’s unique story and how partnering with you will not only advance your cause, but also benefit a business and its audience. A compelling story, not video know-how, is most important!
This contest can help you increase awareness of your cause to a highly engaged, caring audience … and provide a chance for respected local recognition.
Your video will be reviewed by a panel of esteemed, diverse judges — one each from a large agency, a video production company, a consumer brand, and a nonprofit — and the general public via YouTube. Videos will be judged based on originality, creativity, and adhering to the guidelines.
YouTube “likes” will comprise 20% of the judging, so be sure to share!
To participate, your organization must:
- Be a nonprofit 501(c)3 organization operating in San Diego County or Imperial County
- Create a new, original video yourself in-house without outside production help
- Explain in the video how the nonprofit’s beneficiaries are underserved
- Explain why a for-profit brand would want to partner with your nonprofit; the video must be generic outreach, not targeted to a specific brand.
- Submit a Release Form.
- And follow these Contest Rules and Submission Guidelines.
But most of all, have some fun with it!
- Show off what’s important about your nonprofit to a motivated and purpose-driven audience of professionals.
- Better articulate the benefits of partnering with your cause to businesses.
- Raise awareness of your cause before and during the conference.
- Have the chance to win the valuable first prize and gain important recognition from your peers.
Submit Your Video by May 1, 2016! Here’s how.
The deadline is approaching. Create your #CauseSD Video and submit it today!
Questions? Email Nancy Carroll at Nancy@groovylikeamovie.com
ALL-ACCESS PASS: Boost Your Purpose
Save even more with an ALL-ACCESS PASS, which includes admission to the Cause Conference, Pre-Con Kickoff party, and a hands-on Cause Con Bootcamp facilitated by expert cause marketing and business consultants. Enrich your #CauseSD experience and attend all three with the ALL-ACCESS PASS.
Kickoff + Conference + Bootcamp
5/18 Kickoff & 5/19 Conference Only
Download the #CAUSESD Mobile App
Maximize your conference experience. Start networking today!
- Networking: Set up your profile, browse registration lists, and start networking with like-minded marketers today!
- Messaging/Biz Cards: Send in-app messages, tweet, and exchange digital business cards and other contact info.
- Agenda: Access agenda, GPS guidance, venue maps, parking info, plus receive updates from #SDAOM organizers conveniently on your phone.