2017 Cause Conference

Update: Less than 50 Spots Left!

Get your ticket today before they’re gone.

Inspire the Great Work You Do

Cause Conference™ is back with a bold new vision. And we’re calling on you to join the movement.

Join over 400 attendees as we embark on a journey to maximize our impacts through the power of purpose. Collectively, purpose-minded marketers, nonprofit leaders, business executives, and social entrepreneurs will learn and share ideas and strategies for solving big problems with purpose-driven solutions—all in the name of maximized impact and revenue!

What’s New for 2017?

This year, we designed Cause Conference with the vision to create an experience like no other; to rejuvenate the heart, mind, and soul; and to become a milestone event that enabled your mission to accelerate its impact on the community and world. You’ll experience:

  • A powerful lineup of 50+ speakers representing the region’s top purpose-driven organizations like Kashi, PCI, WD-40 Company, Jewish Community Foundation, San Diego Padres, and more. See the full list of speakers.
  • A strategically conceptualized agenda—or journey—that sequentially applies your learnings and connections gained throughout the day. See the full agenda.
  • Carefully curated sessions on topics that represent big opportunities for today’s purpose-driven brands and organizations. See session details.
  • Fun activities and surprises authentically designed to match you with people of like passions. Cultivate meaningful new partnerships, friendships, and untapped synergies. See who’s registered!
  • Highly valuables resources, gifts, and other tangible tools you’ll want to hold onto—for life!

You’ll leave Cause Conference feeling inspired, connected, and ready to lead. Don’t miss your chance to collaborate with purpose-driven brands that are successfully maximizing the impacts of their campaigns and missions every day.

Get Your Tickets Before They’re Gone!

Less than 50 spots remain, and prices go up Wednesday, September 6th. Your ticket includes admission to the pre#CauseSD Mixer (Sep 7 evening) and the Cause Conference (Sep 8).

 Questions?  Email info@sdama.org
Interested in Sponsorship?  Learn about opportunities

About the Organizers

This year, AMA San Diego invited both Conscious Capitalism San Diego and San Diego Nonprofit Association to further expand the reach and impact of the 19th annual Cause Conference. Purpose is one of the cornerstones uniting our organizations for the benefit of our members, partners, and community.

Cause Conference

 

AGENDA

Get inspired! Plan your day here with some of the industry’s best purpose-driven movers and shakers. Register now!

PRE#CauseSD KICKOFF MIXER  |  THU, SEP 7, 2017
5:30 – 8:00 pm

Complimentary with your Cause Conference registration!

VENUE: The Loft at UCSD is located on the 2nd level of the Price Center (southeast corner, up from Triton Steps.
Time Schedule Activity Location
5:30 Check in & Open Networking Check-in and Get Comfortable
Get to Know Your Fellow Journey Goers
The Loft at UCSD
6:20 Welcome Welcome to the Kick-off of Your 2017 Cause Conference Journey.
Partners:

  • Christine Wiley, President, AMA San Diego
  • DJ King, President, Conscious Capitalism San Diego
  • Gary Knight, Board Member, San Diego Nonprofit Association
6:30 Inspiring Mini Talks How Play Can Propel Purpose Akshay Sateesh, Founder and President, Ziksana Consulting
How to Eliminate the Waste in How You Change the World Heather Hiscox, Co-Founder, Co-Director, Nonprofit & Social Impact Programs, Moves The Needle
Charity Kathlyn Mead, President and CEO, The San Diego Foundation
7:00 Networking Get to Know Your Fellow Journey Goers
Entertainment Spoken Word Poetry
by Spittin’ The Vision
(Poets: Lay Canady, Louis Marcelino, and Ari Sormiento)
7:40 Thank you /Closing Get Ready to Maximize Your Impact Through the Power of Purpose

 

CAUSE CONFERENCE  |  FRI, SEP 8, 2017
7:30 am – 6:00 pm

VENUE: All conference rooms are located on the 2nd level of the UCSD Price Center. Only the Warren College Room is located on the 3rd level. Note that “Green Table Room” is a breakout room, not the “Green Room”.
Time Session Speaker Room
7:30 – 8:30 a.m. REGISTRATION, BREAKFAST & NETWORKING – Sponsored by UC San Diego Extension Exhibition Circle, Ballroom West
8:30 – 10:00 a.m.

MORNING OPENING

 

WELCOME
Getting Started:
Our Shared Call for Adventure

8:30 – 9:15 am

#CauseSD Chairs

  • Neville Billimoria, SVP Membership & Chief Advocacy Officer, Mission Federal Credit Union
  • Daniel Friedland, MD, Founder & CEO, SuperSmartHealth
Ballroom West
KEYNOTE:
How Purpose Drives Loyalty & Differentiation
9:15 – 10:00 am
Stan Phelps, Author, Purple Goldfish Series; Futurist, IBM Ballroom West
10:00 – 10:20 a.m. BREAK & NETWORKING – Sponsored by CBS Radio’s KyXy 96.5 Exhibition Circle, Ballroom West
10:20 – 11:20 a.m.

BREAKOUT #1:
MINDSET

WORKSHOP:
Leveraging Strategic Purpose To Drive Sustainable Profit
Neville Billimoria, SVP Membership & Chief Advocacy Officer, Mission Federal Credit Union Bear Room
WORKSHOP: Leading With Purpose: Maximize Your Impact Through Conscious Leadership Daniel Friedland, MD, Founder & CEO, SuperSmartHealth Red Shoe Room
PANEL:
Connecting an Intergenerational Workforce
Through Purpose
  • Jordan Bartlett, Co-founder, Director of Good
  • Regina Bernal, Entrepreneurship Manager , School of Business, University of San Diego
  • Simon Casuto, President & Co-founder, eLearning Mind
  • Priya Kannan- Narasimhan, Associate Professor, School of Business, University of San Diego
  • Taylor Harrell, Professor & Leadership Coach, USD (moderator)
Warren College Room
PANEL:
Higher Purpose + Purpose-based Values, A Winning Combination
  • Hal Dunning, President and COO – Western Region, Marsh & McLennan
  • Brianna Kilcullen, Sustainability Manager, prAna (Columbia Sportswear)
  • Scott Lewis, CEO and Editor in Chief, Voice of San Diego
  • Eddie Price, Community, Corporate & Government Coordinator, GRID Alternatives
  • Eric Kaufmann, President & Founder, Sagatica (moderator)
Roosevelt College Room
PANEL:
Creating Culture Change Through Purpose
  • Jessica Dodson, Brand Marketing Manager, Eagle Creek
  • Dr. Heidi Hanna, Chief Energy Officer, Synergy & The American Institute of Stress
  • Jamie Latiano Jacobs, Sr. VP People and Culture, Renovate America
  • Chuck Samuelson, Founder & President, Kitchens for Good
  • Judith Lukomski, Founder, Chief Evolution Officer, Transitions Today (moderator)
John Muir College Room
PANEL:
Authenticity in Purpose Storytelling
  • Guusje Bendeler, Co-Founder and Chief Strategy & Creative, thinkPARALLAX
  • Kristin Carroll, Chief Executive Office, Rescue
  • Aaron Kahlow, Managing Partner, Chief Product Officer, Conscious Company Media
  • Jessica Moon, Creative Director, Telepathy
  • Danielle Grassi, Senior Director, Marketing and Communications, American Council on Exercise
    (moderator)
Marshall College Room
11:20 a.m. – 12:40 p.m. NOURISHMENT Lunch and Purposeful Collaboration Ballroom West & Patio
2017 Parker Pike Nonprofit Marketing Scholarship Parker Pike, Partner, SD Social Venture Partners
12:40 – 1:40 p.m.

BREAKOUT #2:
SKILLSET

WORKSHOP:
Achieving Your Purpose through Mindful Negotiating
Mehrad Nazari, PhD, CEO, Enlightened Negotiation Green Table Room
WORKSHOP:
Maximize Impact through the Power of Strategy
Tom Curren, CEO, Hawthorne Consultants Warren College Room
WORKSHOP:
The Power of Diversity Inclusion in Transforming Your Company Culture
Denise Pirotti-Hummel, Founder & Chief Innovative Officer, LEAD Inclusively Red Shoe Room
PANEL:
Integrated Marketing=Tangible Results!
  • Indra Gardiner Bowers, Founder & CEO, i.d.e.a.
  • Lindsay LaShell, Founder / Director of Strategy, Diamond + Branch  Marketing Group
  • Cameron Ripley, CEO, Community Boost
  • Peter Schwartz, SVP Market Manager, CBS Radio
  • Jeff Fisher, Managing Partner, LMA Marketing + Advertising (moderator)
John Muir College Room
PANEL:
Resource Architecture – Understanding The Building Blocks To Scale Future Fundraising Success.
  • Zack Christenson, Co-founder & CEO, Crowdskout
  • Colleen Ennis, Account Manager, Classy.org
  • Niraj Kaji, Board Member & Partner, San Diego Social Venture Partners & Mission Driven Finance
  • Beth Sirull, President & CEO, Jewish Community Foundation, San Diego
  • Ryan Ginard, Director of Strategic Advancement, San Diego Grantmakers (moderator)
Roosevelt College Room
PANEL:
Creating Board Commitment Through Alignment to Purpose
  • Deirdre Maloney, President, Momentum
  • Cindi Phallen, President, Create Possibility
  • Debbi Stanley, VP Sales and Customer Success, RallyBound
  • Scott Tritt, Board Member and Partner, San Diego Social Venture Partners  (moderator)
Bear Room
INTERVIEW:
How to use Purpose to Guide Your Corporate Responsibility ROI
  • Annie Agle, Managing Partner, Development3  (interviewer)
  • Charles Antis, Founder & CEO, Antis Roofing & Waterproofing
  • Karen Inman, President & COO, Antis Roofing & Waterproofing
Marshall College Room
1:40 – 2:00 p.m. BREAK & NETWORKING
– Sponsored by Buchanan Brand + Design
Exhibition Circle, Ballroom West
2:00 – 3:00 p.m.

BREAKOUT #3:
SKILLSET

WORKSHOP:
Legal Considerations and Support for Purpose-Driven Collaborations
  • Nikki Semanchik, Esq., Attorney, For Purpose Law Group
  • Mary Tovella Dowling, Esq., Attorney, For Purpose Law Group
Bear Room
WORKSHOP:
Achieving Your Purpose Through Mindful Negotiating
Mehrad Nazari, PhD, CEO, Enlightened Negotation Green Table Room
WORKSHOP:
Maximize Impact through the Power of Strategy
Tom Curren, CEO, Hawthorne Consultants Warren College Room
WORKSHOP:
The Power of Diversity Inclusion in Transforming Your Company Culture
Denise Pirrotti-Hummel, Founder & Chief Innovative Officer, LEAD Inclusively Red Shoe Room
WORKSHOP:
Content Marketing to Empower and Engage – Helping Communities Prepare
  • Greg Haines, VP Marketing, Design Studio
  • Jon Myers, Director of Preparedness, American Red Cross SoCal
Marshall College Room
PANEL:
Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth
  • Ken Davenport, CEO, Mission Edge
  • Heather Hiscox, Co-Founder, Co-Director, Nonprofit & Social Impact Programs, Moves the Needle
  • Austin Neudecker, Co-Founder & President, Startup San Diego
  • Jordan Schultz, Founder, Trash Tracker
  • Del Lewis, Founder, Triclare Business Holdings
    (moderator)
Roosevelt College Room
PANEL:
Live Well San Diego: The Impact of Working Together for a Common Purpose
  • Stacey Nelson Smith, President & CEO, Civilian
  • Kathryn Rogers, Communications Manager for Live Well San Diego, Office of Strategy and Innovation, County of San Diego Health & Human Services Agency
  • Barbara Mandel, CEO, Champions for Health
  • Stan Sewitch, VP Global Organization Development, WD-40 Company
  • Amon Rappaport, Sr. Strategist & Campaign Director, Civilian (moderator)
John Muir College Room
3:00 – 3:20 p.m. BREAK & NETWORKING Exhibition Circle, Ballroom West
3:20 – 4:50 p.m.

ACTION SET

 

 

PLENARY PANEL:
Purpose in Action: How Organizations Use Purpose to Mazimize Their Impact
3:20 – 4:20
  • Jeff Johnson, Sr. Director of Natural Health & New Ventures, Kashi
  • Philippe Lacamp, SVP of Americas, Cathay Pacific Airways
  • Janine Schooley, Senior Vice President, Programs, Quality & Impact, Project Concern International
  • Tom Seidler, Senior Vice-President, Community and Military Affairs, San Diego Padre
  • Steph Jagger, Author, Speaker, World Record Smasher, Steph Jagger & Co. (moderator)
Ballroom West
CLOSING:
Call-For-Action: Your Journey Continues… with Chamber of Purpose
4:20 – 4:50
  • Neville Billimoria, SVP Membership & Chief Advocacy Officer, Mission Federal Credit Union
  • Daniel Friedland, MD, Founder & CEO, SuperSmartHealth
  • Larry Kesslin, Founder, Purpose San Diego
Ballroom West
5:00 – 6:00 p.m. COCKTAIL RECEPTION
Exhibitor/Networking/
Contest Winners Announced
Exhibition Circle, Ballroom West

SPEAKER BIOS

Stan Phelps Founder, Purple Goldfish (KEYNOTE)

Stan Phelps, Founder, Purple GoldfishStan Phelps

Founder, Purple Goldfish

  • Session Title: How Purpose Drives Loyalty & Differentiation
  • Loop Stage: Morning Keynote
  • Format/Track: Keynote
  • Time/Room: 9:20 – 9:50 am/ Ballroom West

Stan Phelps challenges leaders to think differently about their most important stakeholders customers and employees. A masterful storyteller, he has collected over 3,000 case studies on customer experience, employee engagement, technology and purpose. Stan inspires brands to be remark-able, showing them how to stand out in ways that customers and employees can’t help but talk about.

An IBM Futurist, TEDx Speaker and Forbes Contributor, he is the author of six books. Prior to focusing on writing and speaking, Stan held leadership positions at IMG, adidas and the PGA of America. He also spent seven years as Chief Solutions Officer at Synergy, an award-winning marketing agency.

Stan received his BS in Marketing and Human Resources from Marist College, a JD/MBA from Villanova University and a certificate for Achieving Breakthrough Service from Harvard Business School. He is a faculty member on ANA's School of Marketing and also serves as an adjunct instructor for Rutgers Business School Executive Education.

Return to Agenda

Jeff Johnson, Senior Director of Natural Health & New Ventures, Kashi (Plenary Panelist)

Jeff Johnson

Senior Director of Natural Health & New Ventures, Kashi

  • Session Title:Purpose in Action: How Organizations Use Purpose to Maximize Their Impact
  • Loop Stage: Afternoon Plenary Panel
  • Format/Track: Plenary Panel
  • Time/Room: 3:20 – 4:20 pm/ Ballroom West

Jeff Johnson is Kashi’s “food dude.” Jeff’s approach to food is similar to his approach to surfing, “Respect nature and it will respect you back.

Johnson earned his B.S. in nutrition at Bastyr University and his M.S. in nutrition at the University of Hawaii where he studied omega-3 metabolism in vegans. In addition to working on the launch of several Kashi foods, such as the introduction of Organic Promise, Jeff has been featured in numerous publications and televisions shows, such as the Discovery Health Network’s “Get Fresh with Sara Snow.”

Jeff is passionate about purpose driven business, and has led marketing functions at the Kashi Company for nearly two decades. He is currently the Senior Director of Innovation & New Ventures.

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Philippe Lacamp, SVP Americas, Cathay Pacific Airways (Plenary Panelist)

Philippe Lacamp

SVP Americas, Cathay Pacific Airways

  • Session Title:Purpose in Action: How Organizations Use Purpose to Maximize Their Impact
  • Loop Stage: Afternoon Plenary Panel
  • Format/Track: Plenary Panel
  • Time/Room: 3:20 – 4:20 pm/ Ballroom West

Philippe Lacamp oversees all facets of operations and commercial activities in the Americas, and has been instrumental in leading Cathay Pacific’s CSR and sustainability initiatives in North America.

Prior to his current role, Philippe spent five years as Head of Sustainable Development for Swire Pacific and John Swire & Sons, covering a range of industries including aviation, shipping and marine services, property development, beverages and agri-business. In that role he established an investment unit for biotech companies and also ran Swire Waste Management Ltd, a joint venture operating company within the Swire group.

Cathay Pacific Philippe Lacamp, Senior Vice President, Americas, Cathay Pacific Airways Return to Agenda

Janine Schooley, Senior Vice President, Programs, Quality & Impact, Project Concern International (Plenary Panelist)

Janine Schooley Senior Vice President, Programs, Quality & Impact, Project Concern InternationalJanine Schooley

Senior Vice President, Programs, Quality & Impact, Project Concern International

  • Session Title:Purpose in Action: How Organizations Use Purpose to Maximize Their Impact
  • Loop Stage: Afternoon Plenary Panel
  • Format/Track: Plenary Panel
  • Time/Room: 3:20 – 4:20 pm/ Ballroom West

Janine ensures PCI’s quality, integrated programming for maximum sustainable impact in 14 developing countries and the US/Mexico Border Region. She also oversees PCI’s work in innovation, the social and economic empowerment of women, local capacity strengthening, and monitoring, evaluation and research.

While working at PCI, Janine continued to build on her experience in international public health programming by serving on the CORE Group Board, a network of public health professionals and individuals that aims to improve public health worldwide. Janine is a specialist in NGO leadership, with emphasis on program design and management of comprehensive programming, including capacity strengthening, gender equity, and behavior/social change aspects of integrated, community-based health and development programs.

Prior to joining PCI, Janine worked at Wellstart International, another non-profit organization. At Wellstart, she designed and managed several international public health and development projects and programs. Since 2007 she has been a faculty member at the Monterey Institute of International Studies where she teaches a course on behavior change.

Janine holds a Master’s degree in public health from San Diego State University and a Bachelor’s degree from University of California-Santa Barbara. Janine started at PCI in October, 2000.

PCI Global Janine Schooley Senior Vice President, Programs, Quality & Impact, PCI Global Return to Agenda

Tom Seidler, San Diego Padres (Plenary Panelist)

Tom Seidler

Senior Vice-President, Community and Military Affairs, San Diego Padres

  • Session Title: Purpose in Action: How Organizations Use Purpose to Maximize Their Impact
  • Loop Stage: Afternoon Plenary Panel
  • Format/Track: Plenary Panel
  • Time/Room: 3:20 – 4:20 pm/ Ballroom West

Tom Seidler is in his fifth year as member of the Padres senior executive team and ownership group. Tom’s career spans 26 years in professional baseball at the minor league and major league levels. Prior to San Diego, Tom was owner/operator of several minor league teams from Florida and Montana, to California. Tom also spent a season with the Leones de Caracas in the Venezuelan Major Leagues. Tom is currently the Padres’ Senior Vice-President of Community and Military Affairs.

Tom has been a San Diego resident since 2012, and serves on the Boards of Directors of the San Diego Economic Development Council, Downtown San Diego Partnership, Big Brothers/Big Sisters of San Diego, Padres Pedal the Cause, and the USD Athletics Advisory Board.

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Steph Jagger, Principal, Coach & Writer, Steph Jagger & Co. (Plenary Moderator)

Steph Jagger (moderator)

Principal, Coach & Writer, Steph Jagger & Co.

  • Session Title:Purpose in Action: How Organizations Use Purpose to Maximize Their Impact
  • Loop Stage: Afternoon Plenary Panel
  • Format/Track: Plenary Panel
  • Time/Room: 3:20 – 4:20 pm/ Ballroom West

Steph Jagger is a force of nature. She believes, rather foolhardily, in the following mantra: Know Thyself, Choose Thyself, Make Shit Happen.

Steph is an author, speaker, coach, and world record smasher who splits her time between Southern California and British Columbia where she dreams big dreams, writes her heart out, and runs an executive & life coaching practice. She holds a CEC (certified Executive Coach) degree from Royal Roads University and she believes purposeful living doesn’t happen with one toe dangling in, but that we jump in, fully submerge, and sit in the juice. Think pickle, not cucumber.

In 2010 she began a journey that found her walking that exact talk…or perhaps a better way of putting it would be “skiing that exact talk.” From July of that year to May of 2011 Steph chased winter around the globe. She wound up breaking the record for the most vertical feet skied in a year and went on a journey surrounding purpose, and calling. Steph penned a memoir post-journey, which was released by Harper Collins in 2017 – the book is called Unbound: A Story of Snow and Self-Discovery.

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Annie Agle, Managing Partner, Development3

Annie Agle

Managing Partner, Development3

  • Session Title: How to Use Purpose to Guide Your Corporate Responsibility ROI
  • Loop Stage: Breakout 2: Skillset
  • Format/Track: Interview Panel
  • Time/Room: 12:40 – 1:40 pm/ Marshall College Room

Annie Angle is a consultant and strategist to organizations championing global and local change. She has over 8 years of experience in international development, social innovation, and cause marketing.

In her role as managing partner at D3, Annie helps private and public companies adopt CSR models and form lasting partnerships.

After graduating from Columbia University, Annie was at the forefront of efforts to combat terrorism and gender violence in the Middle East. Her day-to-day role involved implementing policy in high-risk zones, and providing consulting to stakeholders including the United Nations, Middle East Forum, and USAID.

In 2015, Annie was an official negotiator, and high-level speaker at the UN Climate Change Conference (COP21) in Paris, France. She also writes for the Huffington Post, Founding Stories, and UN Women.

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Charles Antis, Founder & CEO, Antis Roofing & Waterproofing

Charles Antis

Founder & CEO, Antis Roofing & Waterproofing

  • Session Title: How to Use Purpose to Guide Your Corporate Responsibility ROI
  • Loop Stage: Breakout 2: Skillset
  • Format/Track: Interview Panel
  • Time/Room: 12:40 – 1:40 pm/ Marshall College Room

Charles Antis is founder and CEO of Antis Roofing and Waterproofing. A member of the Board of Directors for the Orange County chapter of Habitat for Humanity, his company has donated every roof installation of every home built by Habitat OC since 2009.

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Jordan Bartlett, Co-founder, Director of Good, Doing Good Works

Jordan Bartlett Co-founder, Director of Good, Doing Good WorksJordan Bartlett

Co-founder, Director of Good, Doing Good Works

  • Session Title: Connecting an Intergenerational Workforce Through Purpose
  • Loop Stage: BREAKOUT #1: MINDSET
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 a.m./ Warren College Room

Jordan started his career in insurance sales. After a brief stint in executive recruiting, Jordan quit his job to work with young people who have been impacted by the foster care system. Rather than starting another non-profit, Jordan, and his partner Scott Henderson, started Doing Good Works to leverage for-profit business models to create social change. Since they launched in 2015, they have worked with over 400 young people in Orange County, Los Angeles and the Bay Area. Jordan also volunteers as a Court Appointed Special Advocate. He also sits on the board of One Simple Wish, which is a national nonprofit that leverages technology to allow everyone to have a positive impact on young people in foster care.

Jordan Bartlett Co-founder, Director of Good, Doing Good Works Return to Agenda

Guusje Bendeler, Co-Founder & Head Strategy and Creative, think PARALLAX

Guusje Bendeler

Co-Founder & Head Strategy and Creative, think PARALLAX

  • Session Title: Authenticity in Purpose Storytelling
  • Loop Stage: Beakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/Marshall College Room

Guusje Bendeler is Co-Founder and Chief Strategy & Creative of thinkPARALLAX, a creative marketing and communications consultancy committed to building brands with purpose. Her work with clients such as Southwest Airlines, Qualcomm, International Paper, and Beam Suntory — has included overseeing the development and implementation of strategies for communicating core values, mission, vision, sustainability, CSR, and philanthropy.

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Regina Bernal, Entrepreneurship Manager, University of San Diego School of Business

Regina Bernal, Entrepreneurship Manager, University of San Diego School of BusinessRegina Bernal

Entrepreneurship Manager, University of San Diego School of Business

  • Session Title: Connecting an Intergenerational Workforce Through Purpose
  • Loop Stage: BREAKOUT #1: MINDSET
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 a.m./ Warren College Room

As the entrepreneurship manager for the School of Business, Regina Bernal spearheads and enhances major entrepreneurship opportunities at USD including the V2 Pitch Competition, the Legacy Entrepreneurship Conference and the year-long coaching and mentoring program for student entrepreneurs. Since she joined the School of Business in 2012, the V2 Pitch Competition has tripled in the number of entrants and audience participation. Bernal worked on the development and implementation of the first bi-national track opening the V2 Pitch Competition to student entrepreneurs from both sides of the border, specifically the Cali-Baja Region. Her communication background allows her to enhance cross-border relationships, especially with Mexican entrepreneurs and investors, but also in Central and South America. Bernal moves so fast her blood type might be caffeine, but really she is fueled by all things entrepreneurial.

Regina Bernal Return to Agenda

Neville Billimoria, SVP Membership & Chief Advocacy Officer, Mission Federal Credit Union

Neville Billimoria

SVP Membership & Chief Advocacy Officer, Mission Federal Credit Union

  • Session Title: Getting Started: Our Shared Call for Adventure (Welcome); Time/Room: 8:30 – 9:15 am/ Ballroom West
  • Session Title: Leveraging Strategic Purpose To Drive Sustainable Profit (Workshop); Time/Room: 10:20 – 11:20 am/ Bear Room
  • Session Title: Call-For-Action: Your Journey Continues… with Chamber of Purpose (Closing); Time/Room: 4:20 – 4:50 pm/ Ballroom West

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 and promoting Mission Fed’s public image and brand. Neville serves on multiple local boards including; the National Philanthropy Day Honorary Committee, Ackerman Foundation, Alliance for Empowerment, San Diego Non Profit Association, & the Real World Scholars Board.

After graduating from UC San Diego, Neville remains involved on the UCSD Alumni Board Executive Committee, and teaching martial arts, yoga and meditation on campus for over 35 years. He is a frequent speaker on topics including marketing, brand as culture, 21st century leadership, social capital optimization and purpose-driven civic engagement.

Neville Billimoria Sr. VP Membership & Chief Advocacy Officer, Mission Federal Credit Union Neville Billimoria Sr. VP Membership & Chief Advocacy Officer, Mission Federal Credit Union Return to Agenda

Kristin Carroll, CEO, Rescue

Kristin Carroll

CEO, Rescue

  • Session Title: Authenticity in Purpose Storytelling
  • Loop Stage: Beakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/Marshall College Room

Kristin is the CEO of Rescue, an organization providing behavior change marketing services to government, non-profit and corporate organizations. A certified B Corp, Rescue has been named to the Inc. 5000 Fastest Growing Companies for 8 years running. Rescue’s current work focuses on tobacco, obesity, violence and alcohol prevention.

Kristin joined Rescue after holding the top marketing spot at ACTIVE Network, the leading technology provider for activity organizers. She spent 13 years at ACTIVE driving the promotion activities across over 55,000 technology customers.

Kristin graduated magna cum laude from Syracuse University with degrees in advertising and policy studies. She is after sought after speaker on all things healthy lifestyles and marketing.

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Simon Casuto, President & Co-founder, eLearning Mind

Simon Casuto President & Co-founder, eLearning MindSimon Casuto

President & Co-founder, eLearning Mind

  • Session Title: Connecting an Intergenerational Workforce Through Purpose
  • Loop Stage: BREAKOUT #1: MINDSET
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 a.m./ Warren College Room

Simon Casuto is an entrepreneur whose passion for digital learning has helped Fortune 500 companies retain employees and optimize product knowledge. Clients like Google, General Electric, Sony, Nestle, and Estee Lauder have sought out Simon’s company, ELM, as a partner in overcoming common corporate challenges like improving digital learning materials, increasing product knowledge, and developing young employees into management roles. Simon also serves as part of the Young Entrepreneurs Council, and contributes to The Huffington Post, Forbes, and Inc.

Simon’s unique approach to learning is rooted in his sales background. Prior to co-founding his own company by 24, he worked for now-McGraw Hill Financial, overseeing 80+ relationships with some of the largest U.S. financial firms. These accounts represented 800+ active users and $8.5 million in annual contract value. Simon continued on to an Entrepreneurs Roundtable startup called Parking Panda. Within six months, he brought in business that added 100+ locations and increased partnerships by nearly 40 percent.

Simon lives in San Diego, CA with his wife Stefenie, who works in medicine.

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Zack Christenson, Co-Founder & CEO, Crowdskout

Zack Christenson

Co-Founder & CEO, Crowdskout

  • Session Title: Resource Architecture – Understanding The Building Blocks To Scale Future Fundraising Success.
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Roosevelt College Room

Zack Christenson is the co-founder and CEO of Crowdskout, a CRM and data analysis platform for driving civic engagement.

Zack co-founded Crowdskout in 2014, with a vision to empower people and organizations to amplify their voices and organize around issues through better use of data and better platforms.

Prior to founding Crowdskout, Zack launched the digital practice at Javelin, a full-service media agency, where he advised a wide range of publishers and organizations including Foreign Policy, Harvard Kennedy School, The Templeton Foundation, Random House, and HarperCollins.

Zack has served as a fellow at the American Consumer Institute, where he wrote on tech and digital policy, and was a member of the Foreign Policy Initiative & Future Leaders Program.

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Tom Curren, Founder & CEO, Hawthorne Consultants

Tom Curren

Founder & CEO, Hawthorne Consultants

  • Session Title: Maximize Impact through the Power of Strategy
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Workshop
  • Time/Room: 2:00 – 3:00 pm/ Warren College Room

In the five decades since he received his MBA from Wharton Graduate Division at the University of Pennsylvania, Tom Curren has focused continuously on improving the performance of complex organizations.

Tom has learned from some of the best “academy companies” including Proctor & Gamble, McKinsey & Company and Marriott Corporation, where he served as SVP, Corporate Planning and Business Development.

Over the last 20 years, Tom has been an independent consultant specializing in “topteam alignment,” working directly with the most senior teams in client organizations. He has learned that even well-managed organizations welcome support in both “smart thinking” (decisions around strategy, process, structure, and accountabilities) and “authentic relationships” (fostering a positive culture where attention is given to energy, trust, commitment, momentum, etc.).

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Ken Davenport, Mission Edge

Ken Davenport

CEO, Mission Edge

  • Session Title: Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth
  • Loop Stage: Breakout #3: Skill set
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ Roosevelt College Room

Ken Davenport is the founding CEO of Mission Edge, providing consulting and strategy services to nonprofits and social impact organizations.

Prior to starting Mission Edge, Ken was co-founder and CEO at NOVUS Technologies, co-founder of OnPharma, and a co-founder of My Medical Forum, a platform for genomics-based testing of ovarian cancer.

He is a past board member at San Diego Social Venture Partners, and a current board member at the Travis Manion Foundation. Ken also sits on the Balboa Park committee for the City of San Diego.

Ken has a BA in Political Science from UC San Diego, a Master’s in Pacific International Affairs from UCSD, and a Masters in International Relations from the London School of Economics.

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Jessica Dodson, Brand Marketing Manager, Eagle Creek

Jessica Dodson

Brand Marketing Manager, Eagle Creek

  • Session Title:Creating Culture Change Through Purpose
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ John Muir College Room

Jessica Dodson is Brand Marketing Manager of Eagle Creek. Through travels, she loves to connect with people she has hasn’t yet met, new cultures, beautiful landscapes, and bustling cities.

Learning along the way she enjoys sharing her passions and that power of connection, with the Eagle Creek audience. At Eagle Creek she leads cross-functional teams across the product, sales, design and marketing teams, as well as Eagle Creek’s Live.Work.Travel. initiative. This initiative is how Eagle Creek supports both local and international environmental and humanitarian issues, as well as empowers employees to serve in the local and international community. Outside of work, Jessica is an avid traveler, yogi, lover of all things food, and most importantly finding adventure all around.

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Hal Dunning, President and COO - Western Region, Marsh & McLennan Agency

Hal Dunning President and COO - Western Region, Marsh & McLennan AgencyHal Dunning

President and COO – Western Region, Marsh & McLennan Agency

  • Session Title: Higher Purpose + Purpose-based Values, A Winning Combination
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Roosevelt College Room

Hal Dunning serves as president and COO of Marsh & McLennan Agency’s (MMA) West region. He joined the firm in 2001, bringing over 20 years of experience to his role then. He is responsible for overseeing operations in California, Arizona, Nevada, Washington, Oregon, and Alaska.

Prior to joining MMA, Hal was the western region general manager and controller of ADS Environmental Systems. He also worked for Anthony Industries, Inc. (now K2, Inc.) from 1984 to 1994, holding positions as corporate controller, general manager, and executive vice president of operations. Additionally, he worked in public accounting with Ernst & Whinney from 1980–1984.

In 2007, The San Diego Business Journal named Hal CFO of the Year, and in 2009, honored him with the Lifetime Achievement Award at the journal’s CFO of the Year event. He is a member of the Lead San Diego Class of 2008 and was presented with their Herb Klein Visionary Leadership Award.

Hal earned a BA from Pomona College and an MBA in accounting and taxation from the University of Southern California.

Hal Dunning President and COO - Western Region, Marsh & McLennan Agency Return to Agenda

 

Colleen Ennis, Account Manager, Classy.or

Colleen Ennis

Account Manager, Classy.org

  • Session Title: Resource Architecture – Understanding The Building Blocks To Scale Future Fundraising Success.
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Roosevelt College Room

Colleen Ennis specializes in helping nonprofits grow their online revenue streams, increase recurring giving, and maximize donor retention.

Prior to joining the Classy team, she supported Feeding San Diego and Lux Art Institute, overseeing corporate, foundation, and government revenue streams and helped maximize revenue from dynamic sources for both organizations.

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Jeff Fisher, Managing Partner, LMA Marketing + Advertising

Jeff Fisher

Managing Partner, LMA Marketing + Advertising

  • Session Title: Integrated Marketing=Tangible Results!
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ John Muir College Room

Jeff Fisher is involved in the account strategy, management, and business development for LMA Marketing & Advertising. Jeff brought over 30 years of media experience to LMA on the station side working with radio stations and cable companies.

Prior to joining LMA, he spent 14 years at Cox Media where he was the VP/GM of the organization overseeing the ad sales on Channel 4-The Padres as well as all of the Cable Channels in San Diego.

Prior to joining Cox, Jeff was the GSM of KOGO radio in San Diego overseeing the sales of the number 1 News/Talk radio station. He spent his first 10 years in radio on the air in Pittsburgh, Missouri and New York.

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Daniel Friedland, MD, Founder & CEO, SuperSmartHealth

Daniel Friedland, MD

Founder & CEO, SuperSmartHealth

  • Session Title: Getting Started: Our Shared Call for Adventure (Welcome); Time/Room: 8:30 – 9:15 am/ Ballroom West
  • Session Title: Leading With Purpose: Maximize Your Impact Through Conscious Leadership (Workshop); Time/Room: 10:20 – 11:20 am/ Red Shoe Room
  • Session Title: Call-For-Action: Your Journey Continues… with Chamber of Purpose (Closing); Time/Room: 4:20 – 4:50 pm/ Ballroom West

Dr. Daniel Friedland is an expert on the science and practice of Conscious Leadership and author of Leading Well from Within: A Neuroscience and Mindfulness-Based Framework for Conscious Leadership.

“Dr. Danny” helps leaders and their organizations leverage neuroscience and mindfulness-based skills and practices to better navigate stress, clarify vision and purpose, and create high performing teams and thriving cultures to multiply their positive impact in the world.

Having served as the President of the American Board of Integrative Holistic Medicine and Founding Chair of the Academy of Integrative Health and Medicine, he understands the challenges of leadership and the growth it asks.

He currently serves as the Co-Chairman of the San Diego Chapter of Conscious Capitalism, and is the CEO of SuperSmartHealth.

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Indra Gardiner Bowers, Founder & CEO, The i.d.e.a. Brand

Indra Gardiner Bowers

Founder & CEO, The i.d.e.a. Brand

  • Session Title: Integrated Marketing=Tangible Results!
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ John Muir College Room

Indra Gardiner Bowers has more than 20 years’ experience leading clients with creative thinking and execution in the fields of public relations, social media and experiential marketing.

A strategist and writer, Indra is a founding partner at i.d.e.a., an integrated marketing shop focused on creating and activating courageous ideas. She is the firm’s B Corp champion and works with its employee-led Team Wonderful to keep a vibrant, sustainable culture alive.

Indra is an Executive Committee Board member at the National Conflict Resolution Center, a Past Chair, PRSA Counselors Academy, and a member of the San Diego County Regional Airport Authority, Arts Advisory Committee.

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Ryan Ginard, Director of Strategic Advancement, San Diego Grantmakers

Ryan Ginard

Director of Strategic Advancement, San Diego Grantmakers

  • Session Title: Resource Architecture – Understanding The Building Blocks To Scale Future Fundraising Success.
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel (moderator)
  • Time/Room: 12:40 – 1:40 pm/ Roosevelt College Room

Ryan Ginard leads the expansion of San Diego Grantmaker’s efforts in membership growth, strategic marketing, and communications. He has over 10 years’ experience in government, nonprofits, and philanthropy.

Ryan most recently served as the Development Director for Access Youth Academy, and at The San Diego Foundation as the Manager of Charitable Giving/Civic Leadership Fund and Manager of the Center for Civic Engagement.

He is an active writer and thinker about new directions in philanthropy, and is involved in Emerging Practitioners in Philanthropy and the Leadership Council for the Clinton Foundation 20/30 Program.

Ryan earned his Bachelor’s Degree in Business from the Queensland University of Technology and CFRM from the Lily Family School of Philanthropy at Indiana University.

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Danielle Grassi, Sr. Director Marketing, American Council on Exercise

Danielle Grassi

Sr. Director Marketing, American Council on Exercise

  • Session Title: Authenticity in Purpose Storytelling
  • Loop Stage: Beakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/Marshall College Room

Danielle has been a conscious leader for more than two decades in New York City and San Diego, working with both not-for-profit organizations and for-profit business, domestically and internationally. Purpose and results-driven marketing strategy and business development executive for start-up to mid-sized companies that service consumer electronics, financial, sports and entertainment, publishing, education, automotive, not-for-profit and consumer packaged goods clients.

Using purpose, vision, strategy and data as the foundation, she is a proven leader of creating and nurturing fully human organizations and cultures that fuel the development of innovative products and integrated marketing campaigns. She lead the strategy, creation, and productization of purposeful, meaningful digital experiences that move people and deliver wins for all key stakeholders: measurable ROI for brands, profitability for the organization, happy and fulfilled employees, committed vendors/partners and to the community at large.

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Greg Haines, VP Marketing, Design Studio

Greg Haines

VP Marketing, Design Studio

  • Session Title: Content Marketing to Empower and Engage – Helping Communities Prepare
  • Loop Stage: Breakout #3 – Skillset
  • Format/Track: Workshop
  • Time/Room: 2:00 – 3:00 pm/ Marshall College Room

Greg Haines is an experienced digital marketer with over 20 years experience working with some of the largest brands in the world. He worked for the American Red Cross National Headquarters for 15 years and was their first national Director of Digital Marketing. During that time he led a complete redesign of Redcross.org and a consolidation of over 700 chapter websites onto one platform.

Greg recently joined DesignStudio as VP of Marketing. As a brand side marketer, Greg spent many years working with agencies, and has a desire to help lead teams using the best of everything he has learned.

Greg is a native of Pacific Beach and is a happy husband and proud father of 2.

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Barbara Mandel, CEO, Champions for Health

Barbara Mandel, CEO, Champions for HealthBarbara Mandel

CEO, Champions for Health

  • Session Title: Live Well San Diego: The Impact of Working Together for a Common Purpose
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ John Muir College Room

In her current role, Mandel develops and implements initiatives to accomplish the organization’s mission of improving community health and wellness, access to care, and support for physicians through engaged volunteerism. Under her leadership, Champions has expanded its scope in community health and education, including the launch of the Live Well Physicians Speakers Bureau, and increasing public awareness of the incidence of pre-diabetes and prevention strategies. Mandel has more than 30 years experience in the healthcare field. Prior to joining Champions for Health, Mandel served as the funder collaborative consultant for San Diego Grantmakers, facilitating collaborative philanthropy around four healthcare issues facing the San Diego community.

Champions for Health Barbara Mandel, CEO, Champions for Health Return to Agenda

Heidi Hanna, PhD, Chief Energy Officer, Synergy | Executive Director, The American Institute of Stress

Heidi Hanna, PhD

Chief Energy Officer, Synergy | Executive Director, The American Institute of Stress

  • Session Title: Creating Culture Change Through Purpose
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ John Muir College Room

Dr. Heidi Hanna is founder and Chief Energy Officer of Synergy, a consulting company providing brain-based health and performance programs for organizations. She is also the Executive Director of the American Institute of Stress.

Dr. Hanna’s publications include the NY Times bestseller The SHARP Solution: A Brain-Based Approach for Optimal Performance (Wiley, Feb 2013). She is a Fellow with the American Institute of Stress, and recently created The Beyond Funny Project, a non-profit dedicated to providing resources and education related to the benefits of healthy humor.

Dr. Hanna holds a bachelors degree in communications from Penn State University, a Master’s degree in mental health counseling, and a Ph.D. degree in holistic nutrition.

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Taylor Harrell, Instructor and Leadership Coach, University of San Diego

Taylor Harrell

Instructor and Leadership Coach, University of San Diego

  • Session Title: Connecting an Intergenerational Workforce
    Through Purpose
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Warren College Room

Taylor Harrell M.A. is an award-winning scholar, consultant, coach, and educator with nearly a decade of experience in leadership development. She is a faculty instructor and doctoral student in the Department of Leadership Studies at the University of San Diego. Taylor also assists with global program development and implementation at USD’s Center for Peace and Commerce.

With a mission to activate conscious leadership, Taylor focuses on generating collaborative awareness and organizational learning in teams through her roles as a coach, instructor, facilitator, and researcher. She draws upon her experience as a mindfulness trainer at the UCSD Center for Mindfulness and as a former marriage and family therapist to cultivate insight and transformation.

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Heather Hiscox, Co-Founder & Co-Director of Nonprofit and Social Impact Programs, Moves the Needle

Heather Hiscox

Co-Founder & Co-Director of Nonprofit and Social Impact Programs, Moves the Needle

  • Session Title: How to Eliminate the Waste in How You Change the World (Pre-Mixer Mini Talks); Time/Room: 6:30 – 7:00 pm/ The Loft at UCSD
  • Session Title: Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth (Panel); Time/Room: 2:00 – 3:00 pm/ Roosevelt College Room

Heather Hiscox is a social entrepreneur and co-founder/co- director of Nonprofit and Social Impact Programs at Moves the Needle, a company that teaches how to use Lean Innovation to create social change. Heather is also the creator of Wish List Hero.org, a website uniting nonprofit needs and the community.

She provides nonprofit and business development counsel and entrepreneurship education via her company, Seven Degrees Consulting and is a Lean In Regional Leader, co-founding the Women of Purpose Chapter.

Heather has received numerous awards for her commitment to the community. She was the recipient of the 2015-2016 University of Arizona Honors College Young Alumna Award, and was recognized as a 2015 TEDx Starr Pass Women Local Leader.

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Karen Inman, President & COO, Antis Roofing & Waterproofing

Karen Inman

President & COO, Antis Roofing & Waterproofing

  • Session Title: How to Use Purpose to Guide Your Corporate Responsibility ROI
  • Loop Stage: Breakout 2: Skillset
  • Format/Track: Interview Panel
  • Time/Room: 12:40 – 1:40 pm/ Marshall College Room

As President and Chief Operating Officer of Antis Roofing and Waterproofing, Karen L. Inman is an expert in the areas of servant leadership, project management, technology in business and HOA industry trends.

She provides overall leadership of the company, including all areas of operations, employee engagement and customer service. In this key executive role, she also supports the company’s longstanding history of charitable giving and mission to give back to the community.

She holds the distinction of Certified Project Management Professional (PMP®), as well a bachelor’s degree in chemical engineering from CSU, Long Beach, and a bachelor’s degree in information systems from the University of Redlands.

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Aaron Kahlow, Managing Partner & Chief Product Officer, Conscious Company Media

Aaron Kahlow

Managing Partner & Chief Product Officer, Conscious Company Media

  • Session Title: Authenticity in Purpose Storytelling
  • Loop Stage: Beakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Marshall College Room

In his leadership role at Conscious Company Media, and personal community projects at Mindful Order of Being, Aaron is making waves in the greater consciousness movement. Beyond the organizations, he’s well known as a syndicated columnist, passionate personal motivator and globally renowned speaker. In short, Aaron is one of the most dynamic emerging figures in the massive shift toward Conscious Business & Mindful Living. The combination of his Zen practice, entrepreneurial success and real world approach to mindfulness is not only inspirational, but also highly practical for all those trying to manage the chaos of living in today’s busy connected world.

Helping fellow man build the capacity to live through mindfulness, conscious leadership and sustainable business. Mindful Entrepreneurship is one of my main passion areas specifically for Social Entrepreneurs and those in the first few years of start ups.

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Niraj Kaji, Partner, Mission Driven Finance | Partner and Board Member, San Diego Social Venture Partners

Niraj Kaji

Partner, Mission Driven Finance | Partner and Board Member, San Diego Social Venture Partners

  • Session Title: Resource Architecture – Understanding The Building Blocks To Scale Future Fundraising Success.
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Roosevelt College Room

Niraj “Raj” Kaji has been involved with a variety of nonprofits and social enterprises over the past 15 years. Outside of San Diego Social Venture Partners and MDF, he serves as VP of corporate strategy for Bridgepoint Education and has previously been an entrepreneur, venture capitalist and investment banker.

He has an MBA from Harvard Business School and a BS from New York University.

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Priya Kannan-Narasimhan, Associate Professor, University of San Diego School of Business

Priya Kannan- Narasimhan Associate Professor, University of San Diego School of BusinessPriya Kannan- Narasimhan

Associate Professor, University of San Diego School of Business

  • Session Title: Connecting an Intergenerational Workforce Through Purpose
  • Loop Stage: BREAKOUT #1: MINDSET
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 a.m./ Warren College Room

Rangapriya (Priya) Kannan-Narasimhan is an associate professor of management at the University of San Diego’s School of Business where she teaches strategic management and innovation. Her primary research focuses on the areas of innovation and corporate entrepreneurship.

She has papers accepted in prestigious field journals such as Strategic Management Journal and in the Journal of Business Ethics. She has published in the Best Paper Proceedings and has also won recognition for organizing showcase symposiums at the Academy of Management conference.

During her time at USD, Priya has been awarded USD business school’s “Dual excellence award” and the “Junior Steber fellowship” for excellence in teaching and research. Kannan-Narasimhan earned her PhD from UCLA’s Anderson School of Management.

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Eric Kaufmann, President & Founder, Sagatica

Eric Kaufmann

President & Founder, Sagatica

  • Session Title: Higher Purpose + Purpose-based Values, A Winning Combination
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Roosevelt College Room

Eric Kaufmann is an executive coach, author, and facilitator who guides leaders to go below the surface and beyond the obvious so they can think more clearly, make better decisions, and relate wholeheartedly. Eric is President of Sagatica, a leadership advisory firm that guides leaders and teams to align and excel in the midst of personal or organization transitions. Clients include Sony, SunPower, Verizon, T-Mobile, Genentech, Union-Tribune, Union Bank, and BAE Systems. By blending Strategic Thinking with Zen Practices, Eric guides leaders to evolve and change, and upgrade their relationships, priorities, strategies, and competence.

17 years of leadership coaching and consulting, management roles at Fortune 100 firms, degrees explores through uncertainty and anxiety. Eric’s work is shaped from the crucible of his journey which includes in business and psychology, a quarter century of Zen practice, living in Israel and South Africa, teaching as a Master Scuba Diving instructor, working as a certified hypnotherapist, and even from living in a year-long retreat in an isolated cabin he built in the mountains of New Mexico.

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Larry Kesslin, Founder, Purpose San Diego

Larry Kesslin, Author 5DotsLarry Kesslin

Founder, Purpose San Diego; Author, Founder, 5Dots

  • Session Title: Call-For-Action: Your Journey Continues… with Chamber of Purpose
  • Loop Stage: Closing
  • Format/Track: Closing
  • Time/Room: 4:20 – 4:50 pm/ Ballroom West

Larry Kesslin is an entrepreneur, business development expert, speaker and author who published his 3rd book titled “Success Redefined” in late 2015. Larry spent the first 6 months of 2015 traveling the world with his wife and two teenage children. On his global journey he visited 12 countries, 25 different Rotary Clubs, was the keynote speaker at the Rotary District Governors

Conference in Istanbul and met some of the most amazing people around the globe.

Since his return Larry has continued his life of service helping people live the life they were meant to live vs the ones they were taught to live. Larry believes that we were all put here for a specific reason and our purpose is to find out what that reason is. Larry is focused on helping people define success based on the depth of their relationships rather than the breadth of their bank accounts.

His newest company, 5 Dots, is a business development strategy firm that helps companies and individuals understand the key components of business development. For some companies he provides coaching services and for a few select startups he will take on the role directly. Larry lives in Carlsbad with his wife and two children.

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Brianna Kilcullen, Social Responsibility and Traceability Manager at prAna (Columbia Sportswear)

Brianna Kilcullen

Social Responsibility and Traceability Manager at prAna (Columbia Sportswear)

  • Session Title: Higher Purpose + Purpose-based Values, A Winning Combination
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Roosevelt College Room

Brianna Kilcullen is a former east coaster who moved to the west coast to pursue all things peace, love and granola. She currently manages the sustainability program at prAna and is passionate about innovation disruptors, sustainable business models, conscious capitalism and human rights.

Brianna has worked in the apparel industry for most of her career and was a part of spearheading Under Armour’s first ever sustainability program.

She graduated from The George Washington University International Business program in 2011 and is an avid traveler that welcomes conversations around social change, Africa and her favorite Chance the Rapper song (it’s ever evolving).

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DJ King, President, Conscious Capitalism San Diego

DJ King, President, Conscious Capitalism San DiegoDJ King

President, Conscious Capitalism San Diego;
Cause Conference 2017 Partner

DJ King is passionate about shifting the paradigm of business. She is President of Conscious Capitalism San Diego and Culture Queen at King & Company where she supports companies to create conscious cultures. Her purpose is to help people – and companies – evolve and thrive.

She absolutely believes the best companies intentionally focus on living their purpose, staying true to their values and inspiring their teams through their collective contribution to something bigger than the pursuit of profit.

Her recipe for a rich life: Do what you love, with people who share your values, play to your strengths, and have a ton of fun in the process.

Gary Knight, Board Member, San Diego Nonprofit Association

Gary Knight, Board Member, San Diego Nonprofit Association

Gary Knight

Board Member, San Diego Nonprofit Association;
Cause Conference 2017 Partner

Gary Knight is the new Executive Director of the San Diego Futures Foundation (SDFF), a 501(c)3 nonprofit established to improve lives in San Diego through technology. SDFF provides equipment, software, training, services, and technical support to San Diego nonprofits, small businesses, and disadvantaged residents. SDFF is working to bridge the digital divide in San Diego and help low-income households, people with disabilities, and seniors.

Gary is also on the Board of the San Diego Non-profit Association where he has served for the last two years. Because of the work that the San Diego Futures Foundation does in support of the non-profit community, Gary felt that being a part of SDNA would allow him to utilize his knowledge and experience to advance the cause of the non-profit sector to a greater degree.

Gary is a graduate of the University of Minnesota with a Bachelor of Applied Science degree. Gary has over 25 years of experience in the health care field working for companies such as Proctor and Gamble, American Hospital Supply and Baxter International. Gary moved to San Diego in 1985 to manage a division of Tenent Health Care and in 1995 he started his own consultant agency which he sold in 2003.

Lindsay LaShell, Founder & Director of Strategy, Diamond + Branch Marketing Group

Lindsay LaShell

Founder & Director of Strategy, Diamond + Branch Marketing Group

  • Session Title: Integrated Marketing=Tangible Results!
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ John Muir College Room

Lindsay LaShell’s career path has wandered from first-wave internet

startups, through public education and into digital marketing. In 2015 she established Diamond + Branch Marketing Group to support clients in the areas of marketing strategy, content production, optimization and analysis.

Lindsay is passionate about audience-focused strategy and measurable results, and she is currently exploring ways to promote practical workplace feminism in the marketing industry.

When she’s not writing a strategy document or analyzing web data, Lindsay will either be out traveling the world or at home knitting with her adorable dog, Waffles.

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Jamie Latiano Jacobs, SVP People & Culture, Renovate America

Jamie Latiano Jacobs

SVP People & Culture, Renovate America

  • Session Title: Creating Culture Change Through Purpose
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ John Muir College Room

Jamie Latiano Jacobs is an entrepreneurial business leader with a concentration on organizations across multiple industries that are in stages of transformation.

Jamie currently serves as the Senior Vice President, People & Culture for Renovate America (RA), a VC-backed specialty finance company headquartered in San Diego. RA has originated over $2.5 billion in financing. The Company has been recognized as #40 on Fortune Magazine’s Best Places to Work-Medium Companies for 2016.

Prior to her current role, Jamie served in executive leadership roles with global organizations such as Thales, Ingram Micro, Ingersoll Rand, and Quantum Corporation. In these roles, she has led M&A activities, cultural transformations, been a driver of high performing teams, led enterprise scale projects and been known for developing high caliber human resources teams.

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Del Lewis, Venturepreneur

Del Lewis

Venturepreneur

  • Session Title: Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth
  • Loop Stage: Breakout #3: Skill set
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/  Roosevelt College Room

Del Lewis is a serial entrepreneur, USCG licensed marine engineer, former investment banker, and “Mega Philanthropist in the making.” He has invested in and built businesses in several industries including the maritime industry, food service, and health and nutrition.

Del has sailed most of the 7 seas, lived abroad, and enjoys exploring the world for both business and pleasure.

His company, TriClare Business Holdings, invests in and builds entrepreneurs. Del lives in the San Diego area with his wife and three children.

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Scott Lewis, CEO and Editor in Chief, Voice of San Diego

Scott Lewis

CEO and Editor in Chief, Voice of San Diego

  • Session Title: Higher Purpose + Purpose-based Values, A Winning Combination
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Roosevelt College Room

Scott Lewis is the editor in chief and CEO of Voice of San Diego, the country’s first digital nonprofit news organization. Under his leadership, VOSD has produced hard-hitting investigative reports on issues including education, police misconduct, and housing.

Scott has been instrumental in developing the programs and partnerships that have earned VOSD international recognition as a pioneering news outlet.

You can regularly see Scott on NBC 7 San Diego for San Diego Fact Check and San Diego Explained. He is also the co-host of the weekly Voice of San Diego Podcast.

Scott is a graduate of the University of Utah and lives in Ocean Beach with his wife and two children.

Scott Lewis (@vosdscott), Voice of San Diego Scott Lewis - CEO and Editor in Chief · Voice of San Diego Return to Agenda

Judith Lukomski, Founder, Chief Evolution Officer, Transitions Today

Judith Lukomski

Founder, Chief Evolution Officer, Transitions Today

  • Session Title: Creating Culture Change Through Purpose
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ John Muir College Room

Judith Lukomski is the Founder, and Chief Evolution Officer of Transitions Today® Inc. a progressive brand leadership firm delivering strategic consulting, coaching and training.  Built upon the belief, business can elevate humanity; TTi’s guiding principle is “doing well by doing good.” She inspires organizations to choose purpose as the call to action and value alignment as the measure for success along with ROI. Blending her expertise leading enterprise culture change initiatives with her interest in applied positive psychology, biomimicry (the study of systems in nature), and spirituality, Judith authored the Energist® Leadership Development and Organizational Evolution Programs.

She is an education and equality advocate focused on closing the gender achievement gap in the workplace.  As the founding Co-President of the Ellevate Professional Women’s Global Network, Orange County Chapter, Judith is committed to helping women leaders excel in business and life.

Judith Lukomski, Founder, Chief Evolution Officer, Transitions Today Return to Agenda

Deirdre Maloney. President, Momentum

Deirdre Maloney

President, Momentum

  • Session Title: Creating Board Commitment Through Alignment to Purpose
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Bear Room

Deirdre Maloney helps organizations exceed their goals and helps their people sleep better at night. She does it through her work as a published author, international speaker, and proud president of her training, facilitation and marketing company Momentum LLC.

Deirdre has used her brand of “mild audacity” to inspire positive change around the country, presenting keynotes and workshops for organizations like the Boeing, National Association of Women Business Owners, and Vistage International.

In addition to running her own company, Deirdre’s experience includes serving as CEO of a multi-million dollar non-profit organization, serving as a broadcast news producer, and teaching marketing at the University of San Diego. Deirdre is a member of San Diego Rotary and, in her spare time, teaches boot camp for Gut Check Fitness.

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Kathlyn Mead, President and CEO, The San Diego Foundation

Kathlyn Mead, President and CEO, The San Diego FoundationKathlyn Mead

President and CEO, The San Diego Foundation

  • Session Title: Charity
  • Loop Stage:  Pre-Mixer
  • Format/Track: Mini Talks
  • Time/Room: 6:30 – 7:00 pm/ The Loft at UCSD

Kathlyn Mead has served as President and CEO of The San Diego Foundation since 2014. Through its collection of individual, family, third sector, and agency endowments and funds, The Foundation stewards and supports a broad spectrum of charitable purposes. The Foundation engages the community in civic participation to advance improved quality of life throughout the vibrant San Diego region. Prior to joining The San Diego Foundation, Mead was EVP/COO of The California Endowment. Previously she served as President and CEO, San Diego Council of Community Clinics, Vice President, CalPERS Sector/Blue Shield of California, and President and CEO for Sharp Health Plan. Mead currently serves as Trustee for Charles R. Drew University of Medicine and Science and sits on the Board of Directors for the 22nd DAA/Del Mar Fairgrounds, The San Diego Symphony Foundation, and The Price Scholarship Program. Mead earned an MBA from the University of Southern California.

The San Diego Foundation Kathlyn Mean, President and CEO, The San Diego Foundation Return to Agenda

Jessica Moon, Creative Director, Digital Telepathy

Jessica Moon

Creative Director, Telepathy

  • Session Title: Authenticity in Purpose Storytelling
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Marshall College Room

Jessica Moon is a Creative Director at Telepathy, an experience design studio based in San Diego. She leads a team of cross-disciplinary UX designers in developing design solutions that span web applications, website designs, SaaS products, and mobile applications.

Jessica also works on various independent endeavors that combine her education in sociological research with her passion for illustration and design. Her work has raised funds and awareness for social causes, and has been featured in exhibitions internationally.

She believes that good design can be inspired by other disciplines, and enjoys exploring what she’s learned on her site, Moonspired.com.

Return to Agenda

Jon Myers, Director of Preparedness, American Red Cross

Jon Myers

Director of Preparedness, American Red Cross

  • Session Title: Content Marketing to Empower and Engage – Helping Communities Prepare
  • Loop Stage: Breakout #3 – Skillset
  • Format/Track: Workshop
  • Time/Room: 2:00 – 3:00 pm/ Marshall College Room

Jon Myers develops and implements the communications strategy for the Red Cross’ Los Angeles Region.

By telling the Red Cross story, he helps to educate the public regarding preparedness, safety, and valuable programs. Jon works closely with local and national disaster relief agencies to provide key messaging and communications during disasters.

Jon joined the Red Cross following 13 years working in California State Government in various roles including Deputy Director for Governor Arnold Schwarzenegger and Communications Director for CalEPA, and the California Victims Compensation Program.

Jon has helped develop a number of award winning outreach and communication strategies for programs and services. He also teaches public relations at California Lutheran University in Thousand Oaks.

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Mehrad Nazari, Ph.D., MBA, Founder, Enlightened Negotiation

Mehrad Nazari, Ph.D., MBA

Founder, Enlightened Negotiation

  • Session Title: Achieving Your Purpose Through Mindful Negotiating
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Workshop
  • Time/Room: 2:00 – 3:00 pm/ Green Table Room

Dr. Nazari’s passion is to show others how to engage and energize stakeholders in their interactions in order to achieve their higher purpose. He has spent decades helping people around the world elevate their personal and professional interactions by enhancing negotiation skills.

As a consultant, teacher, and author, Dr. Nazari has worked with executives from Sony, Intel, eBay, Wells Fargo, IDEA, Johnson & Johnson, Kashi, and Coldwell Banker. He has a PhD in Leadership and Human Behavior, and is the author of the book Enlightened Negotiation: 8 Universal Laws to Connect, Create and Prosper (SelectBooks, New York, June 2016).

He currently serves on the Advisory Board for Mission America, helping veterans transition to civilian life.

Return to Agenda

Stacey Nelson Smith, President & CEO, Civilian

Stacey Nelson Smith

President & CEO, Civilian

  • Session Title: Live Well San Diego: The Impact of Working Together for a Common Purpose
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ John Muir College Room

Stacey Nelson Smith founded Civilian (formerly AdEase) in 1999 and serves as the President & CEO. She brings over 25 years’ experience in marketing, communications, media, community outreach, partnership development, and campaign evaluation to her leadership and management of Civilian’s work. She oversees campaign strategy, leads agency capabilities and innovation, and ensures operational efficiency.

Stacey has worked with multiple government and not-for-profit agencies on a variety of issues and is a proven partner in behavior change campaign planning and execution.

Return to Agenda

Austin Neudecker, President and Co-founder, Startup San Diego

Austin Neudecker

President and Co-founder, Startup San Diego

  • Session Title: Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth
  • Loop Stage: Breakout #3: Skill set
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ Roosevelt College Room

Austin Neudecker is a mentor, advisor, and investor in several local startups. He runs Temi.com, an AI & Speech Recognition startup, and is the Co-founder & President of Startup San Diego, SD Startup Week, and mentor-in- residence at EvoNexus.

Austin is also a Y Combinator graduate, a mentor and selection committee member at DreamIt Ventures, and a Venture Capital Associate at Genacast Ventures. He completed degrees at MIT in EE/CS & Management, and holds an MBA from Wharton.

Return to Agenda

Cindi Phallen, President, Create Possibility

Cindi Phallen

President, Create Possibility

  • Session Title: Creating Board Commitment Through Alignment to Purpose
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Bear Room

Cindi Phallen is a fierce advocate for nonprofit leaders, moving them from intention to execution in order to reach their goals. She is an author, speaker, consultant and the President of Create Possibility.

With 18 years experience as a nonprofit Executive Director, Cindi works to eliminate chaos and create mission impact by asking the tough questions and changing the way purposeful leaders think.

Her book “The Impact Triangle,” is recommended reading for Executive Directors and board members. She also writes a bi-weekly blog focused on key issues facing nonprofit leaders.

Cindi is currently a fundraising instructor in the USD’s Nonprofit Management Certificate program. She also serves as a Viewpoint Partner for Social VenturePartners and is on the Advisory Board of NonprofitPRO.

Return to Agenda

Parker Pike, Partner, SD Social Venture Partners

Parker Pike, Partner, SD Social Venture PartnersParker Pike

Partner, SD Social Venture Partners

  • Session Title: 2017 Parker Pike Nonprofit Marketing Scholarship
  • Loop Stage: Lunch and Purposeful Collaboration
  • Format/Track: Keynote
  • Time/Room: 11:20 a.m. – 12:40 p.m. / Ballroom West & Patio

Known as the ‘Father of Cause Marketing’ in San Diego, Parker co-founded the Cause Conference 19 years ago and developed the first university Cause Marketing class in the USA in the 80’s. He also co-founded San Diego’s first consulting company focused on corporate and nonprofit partnerships.   His innovative programs have helped grow initiatives for the Union-Tribune, SDGE, Birch Aquarium, America’s Cup, SD Super Bowls and created largest environment educational program in SD history – Think Blue.

He has an MBA in marketing and business degree from the University of Notre Dame.

San Diego Social Venture Partners Parker Pike, Partner, SD Social Venture Partners Return to Agenda

Denise Pirrotti-Hummel, J.D., Chief Innovation Officer at Lead Inclusively, Inc.

Denise Pirrotti-Hummel, J.D.

Chief Innovation Officer at Lead Inclusively, Inc.

  • Session Title: The Power of Inclusion in Transforming Your Culture
  • Loop Stage: Breakout #2 & #3: Skillset
  • Format/Track: Workshop
  • Time/Room: 12:40 – 1:40 pm & 2:00 – 3:00 pm/ Red Shoe Room

Denise Pirrotti Hummel has been leading initiatives for over 25 years focusing on Increasing Revenue, Enhancing Global Fluency, Decreasing Risk, and Improving post-deal synergy realization. Her experience has focused on people integration and transactions leading major international transformations and integrations for Fortune 100 companies.

As an Attorney, Denise tried and won the first class action under the ADA. She has been recognized nationally for this distinction. Denise has also published many articles and thought-leadership pieces as well as two books. The most recent book, “Diversity, Inclusion & Culture Strategy: Lessons of an Expat, recounts her life as an American in Italy.

She holds a J.D. from American University and a B.A. in Psychology from Columbia University.

Lead Inclusively Denise Pirrotti Hummel, CEO/Chief Innovation Officer, Lead Inclusively, LLC Return to Agenda

Eddie Price, Community, Corporate, and Government Relations Coordinator, GRID Alternatives

Eddie Price

Community, Corporate, and Government Relations Coordinator, GRID Alternatives

  • Session Title: Higher Purpose + Purpose-based Values, A Winning Combination
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ Roosevelt College Room

Eddie Price serves on San Diego’s Sustainable Energy Advisory Board and is a co-chair of the San Diego Chapter of CALSEIA in addition to his work at GRID Alternatives.

GRID Alternatives envisions a successful transition to clean, renewable energy that includes everyone. The organization’s mission is to make renewable energy technology and job training accessible to Communities of Concern (including at risk youth, veterans, and the re-entry population).

Raised in the culturally diverse East Bay area of Northern California, Eddie was immersed in an environment of change that led him to speak hismind after educating himself to a situation. He has been actively involved in San Diego community life since relocating his family and business to the area approximately 20 years ago.

GRID Alternatives Return to Agenda

Amon Rappaport, Sr. Strategist & Campaign Director, Civilian

Amon Rappaport

Sr. Strategist & Campaign Director, Civilian

  • Session Title: Live Well San Diego: The Impact of Working Together for a Common Purpose
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ John Muir College Room

Amon Rappaport is a purpose-driven brand and communications strategist who helps companies and causes tell great stories that benefit business and the world.

He has advanced corporate responsibility and created brand value for clients including The White House, Schneider Electric, Blue Shield of California Foundation, The Conservation Fund, and a group of leading automakers.

Amon previously led global marketing communications at BSR, a sustainable business network and consultancy, where he launched BSR’s new brand identity and consulted with clients including Wells Fargo and the Campbell’s Soup Company.

Return to Agenda

Cameron Ripley, CEO, Community Boost Consulting

Cameron Ripley

CEO, Community Boost Consulting

  • Session Title: Integrated Marketing=Tangible Results!
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ John Muir College Room

Cameron Ripley is the CEO & Founder of Community Boost Consulting, a digital marketing agency that exists to empower social ventures changing the world. In 2017 alone, the Community Boost Consulting team has worked with over sixty organizations and sent over four million visitors to their nonprofit partners’ websites to accelerate new supporters, volunteers, clients, donors and most importantly, social impact.

Community Boost Consulting has directly worked with Pencils of Promise, Charity Navigator, Make-A- Wish, Wounded Warrior Homes, Greenpeace, and The San Diego Foundation.

Cameron is also heavily involved with Young Nonprofit Professional Network (YNPN) San Diego and Classy Connect San Diego. Cameron’s passions include social entrepreneurship, talent development, nonprofit sustainability, business model scalability, and digital marketing.

Return to Agenda

Kathryn Rogers, Communications Manager for Live Well San Diego, Office of Strategy and Innovation, County of San Diego Health & Human Services Agency

Kathryn Rogers, Communications Manager for Live Well San Diego, Office of Strategy and Innovation, County of San Diego Health & Human Services AgencyKathryn Rogers

Communications Manager for Live Well San Diego, Office of Strategy and Innovation, County of San Diego Health & Human Services Agency

  • Session Title: Live Well San Diego: The Impact of Working Together for a Common Purpose
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ John Muir College Room

With 10 years of experience in strategic marketing, Kathryn brings tenacity, creativity and innovation to every campaign. In her current role, Kathryn is the communications manager for Live Well San Diego, the County of San Diego’s vision for a region that is Building Better Health, Living Safely and Thriving. Through her work, Kathryn brings people, ideas and words together in ways that amplify their impact and help to transform the health and well-being of 3.3 million residents in San Diego County. She is committed to forwarding causes that impact the greater good and has a personal passion for improving local food systems.

County of San Diego Health & Human Services Agency Kathryn Rogers, Communications Manager for Live Well San Diego, Office of Strategy and Innovation, County of San Diego Health & Human Services Agency Return to Agenda

Chuck Samuelson, Founder & President, Kitchens for Good

Chuck Samuelson

Founder & President, Kitchens for Good

  • Session Title: Creating Culture Change Through Purpose
  • Loop Stage: Breakout #1: Mindset
  • Format/Track: Panel
  • Time/Room: 10:20 – 11:20 am/ John Muir College Room

Chuck Samuelson has spent a lifetime in the foodservice industry as a chef, restaurateur, and consultant. He has owned award-winning restaurants and catering companies and served as the Senior Manager for Food Services at Stone Brewing Company.

Working as an Executive Chef at some of San Diego’s premiere restaurants, Samuelson was shocked at the tremendous amount of food being wasted while many in the community lacked access to nutritious food. Samuelson leveraged his network to build a social enterprise designed to break the cycles of food waste, poverty and hunger in the community.

Throughout his career, Samuelson had been concerned about issues of food justice. Chuck is a passionate believer in sustainability in all things.

Return to Agenda

Akshay Sateesh, Founder, Ziksana Consulting

Akshay Sateesh

Founder, Ziksana Consulting

  • Session Title: How Play Can Propel Purpose
  • Loop Stage:  Pre-Mixer
  • Format/Track: Mini Talks
  • Time/Room: 6:30 – 7:00 pm/ The Loft at UCSD

Akshay Sateesh is the Founder of Ziksana Consulting, a creative consulting firm that makes work productive through the science of play. He and his team design and deliver creative workshops and memorable learning experiences by linking the often overlooked and frivolous concept of play and fun with real business issues and challenges. Prior to Ziksana Consulting, Akshay co-founded a professional Improv troupe in Philadelphia and led Product Development teams in a medical device startup at DuPont.

Ziksana Consulting Return to Agenda

Jordan Schultz, Founder, Trash Tracker

Jordan SchultzJordan Schultz

Founder, Trash Tracker

  • Session Title: Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ Roosevelt College Room

Ziksana Consulting Return to Agenda

Peter Schwartz, SVP & Market Manager, CBS Radio

Peter Schwartz

SVP & Market Manager, CBS Radio

  • Session Title:Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth
  • Loop Stage: Breakout #3: Skill set
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ Roosevelt College Room

As the SVP and Market Manager of CBS Radio San Diego (KyXy 96.5 and Energy 103.7), Schwartz oversees all aspects of operations including direct supervision of all sales, programming, marketing, engineering, business and the management of 7 direct reports and a staff of more than 50. Prior to re-joining CBS Radio San Diego in 2015, Schwartz was a regional sales manager for Pandora as well as a regional manager at MOGL. Schwartz received his BA in Communications & Marketing from Boston University, and was a Board Member for Make a Wish Foundation for five years.

Return to Agenda

Nikki Semanchik, Esq., Attorney, For Purpose Law Group

Nikki Semanchik, Esq.

Attorney, For Purpose Law Group

  • Session Title: Legal Considerations and Support for Purpose-Driven Collaborations
  • Loop Stage: Breakout #3: Skill set
  • Format/Track: Workshop
  • Time/Room: 2:00 – 3:00 pm/ Bear Room

Nikki Semanchik’s practice focuses on strategic business succession planning. She assists clients with business formation including formation of nonprofit corporations and for profit businesses including LLCs, corporations and limited partnerships.

Ms. Semanchik holds a Bachelor of Arts in English Literature from the University of Arizona, and a J.D. from California Western School of Law in 2011.

For Purpose Law Return to Agenda

Stan Sewitch, VP, Global Organization Development, WD-40 Company

Stan Sewitch

VP, Global Organization Development, WD-40 Company

  • Session Title: Live Well San Diego: The Impact of Working Together for a Common Purpose
  • Loop Stage: Breakout #3: Skillset
  • Format/Track: Panel
  • Time/Room: 2:00 – 3:00 pm/ John Muir College Room

Stan is a business psychologist and entrepreneur. He currently serves as Vice President, Global Organization Development for WD-40 Company, and heads the global human resources function.

Stan is one of the founding members of KI Investment Holdings (KI), LLC, a private equity company whose mission is to be instrumental in the success of profitable, growing companies who create middle-class careers.

Stan has served as a director for many private companies, ranging from $2M to $200M in revenue. Prior to his entrepreneurial adventures, Stan held senior management positions in operations and human resources.

WD-40® Brand (@OriginalWD40) | Twitter Return to Agenda

Beth Sirull, President & CEO, Jewish Community Foundation of San Diego

Beth Sirull

President & CEO, Jewish Community Foundation of San Diego

  • Session Title: Resource Architecture  – Understanding The Building Blocks To Scale Future Fundraising Success.
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Roosevelt College Room

Beth Sirull is a mission-driven, pragmatic leader marshaling both financial capital and human resources.

Beth received the 2015 James Irvine Foundation California Leadership Award, in recognition of Californians who are advancing innovative, proven and replicable solutions to critical issues facing the state. She was named to Forbes list of 30 Top Social Entrepreneurs in 2012 and to the San Francisco Business Times list of Most Influential Women in Business in 2013. She is the author of Creating Your Life Collage: Strategies for Solving the Work/Life Dilemma (©Random House, 2000).

Beth holds an undergraduate degree from Brandeis University, an MBA from Boston University and an MPP from the Goldman School of Public Policy at the University of California, Berkeley.

Return to Agenda

Debbi Stanley, CFRE, VP Sales & Customer Success, RallyBound

Debbi Stanley, CFRE

VP Sales & Customer Success, RallyBound

  • Session Title: Creating Board Commitment Through Alignment to Purpose
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel (moderator)
  • Time/Room: 12:40 – 1:40 pm/ Bear Room

Debbi Stanley has been focused on helping the nonprofit industry leverage technology for the page 16 years, and currently serves as Vice President of Sales and Customer Success for Rallybound, an innovative digital fundraising provider.

Prior to joining Rallybound, Debbi oversaw the customer success program at Blackbaud and served in several leadership roles in the nonprofit community. Her passion for helping customers is drawn from 20 years of professional experience engaging with customers across multiple touch points. Intuitively, she can see the details of the customer journey and enjoys finding the donor’s voice.

Return to Agenda

Mary Tovella Dowling, Esq., Attorney and Partner, For Purpose Law Group

Mary Tovella Dowling, Esq.

Attorney, For Purpose Law Group

  • Session Title: Legal Considerations and Support for Purpose-Driven Collaborations
  • Loop Stage: Breakout #3: Skill set
  • Format/Track: Workshop
  • Time/Room: 2:00 – 3:00 pm/ Bear Room

Mary Dowling is a passionate representative of charitable and business clients of all different sizes, across various industries and sectors.

She represents public charities, private foundations, and other nonprofit organizations, including museums, religious and faith-based organizations, social welfare organizations, sports-based organizations, business leagues, educational institutions and social clubs.

Ms. Dowling holds a B.S., cum laude, in Business Management from the W.P. Carey School of Business at Arizona State University, and a J.D., cum laude, from Thomas Jefferson School of Law.

For Purpose Law Return to Agenda

Scott Tritt, Board Member/Partner, San Diego Social Venture Partners

Scott Tritt, Board Member/Partner, San Diego Social Venture PartnersScott Tritt

Board Member/Partner, San Diego Social Venture Partners

  • Session Title: Creating Board Commitment Through Alignment to Purpose
  • Loop Stage: Breakout #2: Skillset
  • Format/Track: Panel
  • Time/Room: 12:40 – 1:40 pm/ Bear Room

Scott is in his first year of board service with Social Venture Partners after about 8 years as a partner. Concurrent with joining Social Venture Partners, Scott also serves on the Kids Included Together board, including a year as board president. During that time, Kids Included Together won the Kaleidoscope Award for excellence in board governance from USD.

Through Social Venture Partners, Scott uses his background as a TV news producer to help non-profits in San Diego tell better stories with the goal of attracting quality board members and stable funding streams.

He’s a Boston Red Sox fan, though he grew up watching the L-A Dodgers.

San Diego Social Venture Partners Return to Agenda

Christine Wiley, President, AMA San Diego

Christine Wiley President, AMA San DiegoChristine Wiley

President, AMA San Diego
Cause Conference 2017 Partner

Christine Wiley, AMA San Diego’s President, is a Marketing Director at the National Multiple Sclerosis Society, a nonprofit focusing on helping people affected by MS live their best lives as we stop MS in its tracks, restore what has been lost and end MS forever. Her passion is to serve others, while building meaningful connections within the community, to ultimately make the world we live in a better place. Christine holds a Bachelor’s of Business Administration in Managerial Sciences and Entrepreneurship from Georgia State University in Atlanta, GA.

Session Details

Detailed descriptions and takeaways for each session on their way!


pre#CauseSD Mixer

Thursday, September 7, 2017


PRE-CONFERENCE EVENING RECEPTION

5:30 – 8:00 pm | The Loft at UCSD

Mini Talks

How to Eliminate the Waste in How You Change the World

HEATHER HISCOX
Co-Founder, Co-Director, Nonprofit & Social Impact Programs, Moves The Needle

How Play Can Propel Purpose

AKSHAY SATEESH
Founder and President, Ziksana Consulting

TBC

KATHLYN MEAD
President and CEO, The San Diego Foundation

Entertainment

Spoken Word Poetry

by Spittin’ The Vision

Poets: Lay Canady, Louis Marcelino, and Ari Sormiento

 

CAUSE CONFERENCE  |  FRI, SEP 8, 2017
7:30 am – 6:00 pm

VENUE: All conference rooms are located on the 2nd level of the UCSD Price Center. Only the Warren College Room is located on the 3rd level. Note that “Green Table Room” is a breakout room, not the “Green Room”.

MORNING OPENING + KEYNOTE


WELCOME
8:30 – 9:15 am / Ballroom West

Getting Started: Our Shared Call for Adventure

#CauseSD CHAIRS:

  • NEVILLE BILLIMORIA
    SVP Membership & Chief Advocacy Officer, Mission Federal Credit Union
  • DANNY FRIEDLAND
    CEO, SuperSmartHealth

MORNING KEYNOTE
9:15 am – 10:00 am | Ballroom West

HOW PURPOSE DRIVES LOYALTY AND DIFFERENTIATION

Stan Phelps is a Forbes Contributor, TEDx Speaker and IBM Futurist that inspires brands and organizations to increase loyalty and drive sales through customer experience, employee engagement, technology, and purpose. Purpose is changing the way we work and how customers choose business partners.

In this keynote, Stan Phelps will share lessons from the Red Goldfish Project and others in his Purple Goldfish series. He’ll share cutting edge examples and reveal how businesses can embrace purpose that drives employee engagement, fuels the bottom line, and makes an impact on the lives of those it serves. He will challenge you to think differently about your most important stakeholders: customers and employees. Attend his keynote to learn how purpose is driving loyalty and becoming the ultimate differentiator for brands and organizations!

SPEAKER

STAN PHELPS
Author, Purple Goldfish Series; Futurist, IBM


BREAKOUT #1: MINDSET

10:20 am – 11:20 am


Leveraging Strategic Purpose to Create Sustainable Profits Through Thought Leadership

Format: Workshop | Room: Bear Room

It’s time to challenge orthodoxies and revisit the historic devil’s bargain of its all about profit i.e. making money, or all about purpose i.e. making a difference. With both and thinking and actions, you can apply the best of both mission-driven organizations and financially successful business models to explore the Neville’s bargain where all stakeholders- employees, customers, donors and volunteers win.

This workshop will help you to explore best principles, identify where you are on the purpose continuum, and operationalize a culture of purpose, fostering trust, collaboration and innovation for maximum impact.

FACILITATOR

NEVILLE BILLIMORIA
Sr. VP Membership/Chief Advocacy Officer, Mission Federal Credit Union

Leading With Purpose: Maximize Your Impact Through Conscious Leadership

Format: Workshop | Room: Red Shoe Room

Conscious Leaders are purpose-driven, self-aware, present, compassionate, decisive and achievement oriented. Conscious leaders create healthier, engaged cultures that drive greater business performance and thriving enterprises.

What threatens Conscious Leadership is unmanaged stress. Stress activates your survival brain, preventing conscious awareness, empathy and innovation, causing fight and flight or fear-based reactions and qualities associated with low-performance leadership.

In this workshop Dr. Danny will show you the new science of how you can switch your brain from low performance reactive states to high performance conscious leadership states within moments.

FACILITATOR

DANIEL FRIEDLAND, MD
CEO, SuperSmartHealth

Connecting an Intergenerational Workforce Through Purpose

Format: Panel | Room: Warren College Room, 3rd level

We are living in a unique time with four generations active in the workforce. It’s no secret that the Millennials are now the largest workforce population. Connection to Purpose is no longer just for a younger generation, though the younger generation has the loudest voice. We will dive into:

  • The benefit of a workforce that includes all generations as an added value.
  • Why organizations could better understand how to engage each generation.
  • Helping them connect with each other, collaborate together and elevate the overall success of the organization.

PANELISTS

  • JORDAN BARTLETT
    Co-founder/Director of Good, Doing Good Works
  • REGINA BERNAL
    Entrepreneurship Manager , School of Business, University of San Diego
  • SIMON CASUTO
    President & Co-founder, eLearning Mind
  • PRIYA KANNAN-NARASIMHAN
    Associate Professor, School of Business, University of San Diego

MODERATOR

  • TAYLOR HARRELL
    Adjunct Professor, Leadership Coach, and Doctoral Student, University of San Diego

Higher Purpose + Purpose-based Values, A Winning Combination

Format: Panel | Room: Roosevelt College Room

What does having a higher purpose mean? Why does it matter? How do an organization’s values support purpose? How do a higher purpose and values guide companies through ups and downs? How can organizations start thinking and acting in this way? Our panelists will share insights, experiences and examples of how embracing and leveraging their Higher Purpose and a set of Values have helped to shape the organization and contribute to overall success.

PANELISTS

  • HAL DUNNING
    President and COO – Western Region, Marsh & McLennan Agency
  • BRIANNA KILCULLEN
    Sustainability Manager, prAna (Columbia Sportswear)
  • SCOTT LEWIS,
    CEO and Editor in Chief, Voice of San Diego
  • EDDIE PRICE
    Community, Corporate, and Government Relations Coordinator, GRID Alternatives

MODERATOR

ERIC KAUFMANN
President/Founder, Sagatica

Creating Culture Change Through Purpose

Format: Panel | Room: John Muir College Room

Culture defines what a company is. Culture is an ever-evolving aspect of an organization. As people change, a company grows and environments shift, so does culture. How do you ensure your organization’s culture is shifting in the best direction for your company and creating a positive impact? How do you know if your current culture is supporting your goals and future vision? How does Purpose help guide culture and supporting practices to make sure you are moving in your intended direction?

This panel will provide examples of company’s culture shifts, lessons learned and impact gained through strong company culture.

PANELISTS

  • JESSICA DODSON
    Brand Marketing Manager, Eagle Creek
  • HEIDI HANNA
    Chief Energy Officer, Synergy & The American Institute of Stress
  • JAMIE LATIANO JACOBS
    Senior Vice President, People and Culture, Renovate America
  • CHUCK SAMUELSON
    Founder/President, Kitchens for Good

MODERATOR

JUDITH LUKOMSKI
Founder/Chief Evolution Officer, Transitions Today

Authenticity in Purpose Storytelling

Format: Panel | College Room : Marshall College Room

This panel will address the importance of authentic storytelling for brands or causes. How authentic storytelling can connect customers to an organization’s higher purpose to support behavior change and create advocates. Not only what you share matters but why you share and how you share are also just as important in creating a strong following.

PANELISTS

  • GUUSJE BENDELER
    Co-Founder and Head Strategy & Creative, think PARALLAX
  • KRISTIN CARROLL
    Chief Executive Officer, Rescue
  • AARON KAHLOW
    Chief Marketing & Product Officer, Conscious Company Media
  • JESSICA MOON
    Creative Director, Telepathy

MODERATOR

DANIELLE GRASSI
Sr. Director, Marketing, American Council on Exercise


LUNCH & SCHOLARSHIP

11:20 am – 12:40 pm


Exhibition Circle, Ballroom West

2017 Parker Pike Nonprofit Marketing Scholarship

Access to more information vis the SCHOLARSHIP tab.

SPEAKER

PARKER PIKE
Partner, SD Social Venture Partners; Board Member, SD Nonprofit Association; Instructor, UCSD Extension, Marketing


BREAKOUT #2: SKILLSET

12:40 pm – 1:40 pm


 Integrated Marketing=Tangible Results!

Format: Panel | Room: John Muir College Room

A panel discussion focused on different marketing platforms with specific examples and results. Information you can immediately use to impact your organization’s marketing efforts. The panel consists of experts in social and other on-line media, off-line media such as radio and TV as well as Analytics focused marketing. Participants will:

  • Understand the true cost of chronic stress on the brain, body and performance
  • Discover the new neuroscience of stress and simple shift to use stress for good
  • Learn quick techniques to align heart energy for optimal performance
  • Receive tools to promote energy management to leadership and within the workplace

PANELISTS

  • INDRA GARDINER BOWERS
    Founder, CEO, i.d.e.a.
  • LINDSAY LASHELL
    Founder/Director of Strategy, Diamond + Branch Marketing
  • CAMERON RIPLEY
    CEO, Community Boost
  • PETER SCHWARTZ
    SVP/Market Manager, CBS Radio

MODERATOR

JEFF FISHER
Managing Partner, LMA Marketing + Advertising

Resource Architecture – Understanding The Building Blocks To Scale Future Fundraising Success

Format: Panel | Room: Roosevelt College Room

Checkbook philanthropy is a tired business structure for social change. A modern approach that incorporates an understanding of data, donor psychology and where that intersects with new forms of giving and investing is essential to leverage impact in pursuit of purpose.

Through this interactive panel, participants will forge an understanding of how to utilize their data to drive greater degrees of efficacy and how they can weave these insights into current fundraising strategies and practices to be deployed for social good.

PANELISTS

  • ZACK CHRISTENSON
    Co-founder/CEO, Crowdskout
  • COLLEEN ENNIS
    Account Manager, Classy.org
  • NIRAJ KAJI
    Board Member/Partner, San Diego Social Venture Partners & Mission Driven Finance
  • BETH SIRULL
    President/CEO, Jewish Community Foundation, San Diego

MODERATOR

RYAN GINARD
Director of Strategic Advancement, San Diego Grantmakers

Achieving Your Purpose Through Enlightened Negotiation

Format: Workshop | Room: Green Table Room

Purpose driven entrepreneurs and organizations need to navigate the trails of daily interactions and business with clear intention in every engagement and negotiation. Enlightened Negotiation® introduces universal principles that enable you to tap into the human spirit to connect, communicate, and co-create solutions that move all parties forward. In this workshop you will learn:

  • To apply the Laws of Strength, Trust and Intention to any negotiation
  • To discover your source of strength in negotiation and how to improve it
  • How to establish trust during the negotiation
  • How to move beyond haggling and lead the negotiation process
  • An action plan on how to apply these principles to a current negotiation situation you are facing

FACILITATOR

MEHRAD NAZARI, PHD
CEO, Enlightened Negotiation

Maximize Impact Through Meaningful Strategy

Format: Workshop | Room: Warren College Room, 3rd level

This workshop will help you utilize strategic thinking to align your priorities to maximize the impact on your mission. Specifically, you will learn how to:

  1. Align strategy and tactics to your overall sense of purpose.
  2. Become tactically adroit by generating a range of implementation options.
  3. Use high performance teams to dig for innovative ideas.
  4. Sort your ideas by impact and difficulty

FACILITATOR

TOM CURREN
Founder/President, Hawthorne Consultants

Creating Board Commitment Through Alignment to Purpose

Format: Panel | Room: Bear Room

PANELISTS

  • DEIRDRE MALONEY
    President, Momentum
  • CINDI PHALLEN
    President, Create Possibility
  • DEBBI STANLEY
    VP Sales and Customer Success, Rallybound

MODERATOR

SCOTT TRITT
Board Member and Partner, San Diego Social Venture Partners

The Power of Diversity Inclusion in Transforming Your Company Culture

Format: Workshop | Room: Red Shoe Room

This session is for leaders who want to enable their diverse contributors in a way that aligns not only with their purpose-driven organizations, but fuels individual and business performance. When we fail to bring out the quieter voices, fail to provide learning experiences for those who learn differently, we take ideas, engagement and enthusiasm and transform it into passive compliance, lethargy and resentment. The leader whose mindset is curious and accepting is the one whose team creates market disruption or has the most significant capability of reacting to it with speed and agility.

FACILITATOR

DENISE PIRROTTI-HUMMEL
Founder/Chief Innovative Officer, LEAD Inclusively

How to use Purpose to Guide Your Corporate Responsibility ROI

Format: Workshop | Room: Marshall College Room

 

INTERVIEWEES

  • CHARLES ANTIS
    Founder/CEO, Antis Roofing & Waterproofing
  • KAREN INMAN
    President/COO, Antis Roofing & Waterproofing

INTERVIEWER

ANNIE AGLE
Managing Partner, Development3

 


BREAKOUT #3: SKILLSET

2:00 pm to 3:00 pm


Legal Considerations and Support for Purpose-Driven Collaborations

Format: Workshop | Room: Bear Room

This workshop explores the full spectrum of cause-related marketing opportunities available to businesses and how to turn corporate charitable giving into a co-marketing opportunity. This session will also discuss the importance of preparing for and navigating the legal obstacles to achieving cause-marketing compliance for both nonprofit and for profit businesses. It will also explore various case studies and discuss key takeaways that can be applied to day-to-day business practices to actively mitigate exposure to legal risk.

FACILITATORS

  • NIKKI SEMANCHIK, ESQ.
    Attorney, For Purpose Law Group
  • MARY TOVELLA DOWLING, ESQ.
    Attorney, For Purpose Law Group

Achieving Your Purpose Through Enlightened Negotiation

Format: Workshop | Room: Green Table Room

Purpose driven entrepreneurs and organizations need to navigate the trails of daily interactions and business with clear intention in every engagement and negotiation. Enlightened Negotiation® introduces universal principles that enable you to tap into the human spirit to connect, communicate, and co-create solutions that move all parties forward. In this workshop you will learn:

  • To apply the Laws of Strength, Trust and Intention to any negotiation
  • To discover your source of strength in negotiation and how to improve it
  • How to establish trust during the negotiation
  • How to move beyond haggling and lead the negotiation process
  • An action plan on how to apply these principles to a current negotiation situation you are facing

FACILITATOR

MEHRAD NAZARI, PHD
CEO, Enlightened Negotiation

Maximize Impact through the Power of Strategy

Format: Workshop | Room: Warren College Room, 3rd level

This workshop will help you utilize strategic thinking to align your priorities to maximize the impact on your mission. Specifically, you will learn how to:

  1. Align strategy and tactics to your overall sense of purpose.
  2. Become tactically adroit by generating a range of implementation options.
  3. Use high performance teams to dig for innovative ideas.
  4. Sort your ideas by impact and difficulty

FACILITATOR

TOM CURREN
Founder/President, Hawthorne Consultants

The Power of Diversity Inclusion in Transforming Your Company Culture

Format: Workshop | Room: Red Shoe Room

This session is for leaders who want to enable their diverse contributors in a way that aligns not only with their purpose-driven organizations, but fuels individual and business performance. When we fail to bring out the quieter voices, fail to provide learning experiences for those who learn differently, we take ideas, engagement and enthusiasm and transform it into passive compliance, lethargy and resentment. The leader whose mindset is curious and accepting is the one whose team creates market disruption or has the most significant capability of reacting to it with speed and agility.

FACILITATOR

DENISE PIRROTTI-HUMMEL
Founder/Chief Innovative Officer, LEAD Inclusively

Purpose-Driven Start-ups: Lessons from Vision to Execution to Growth

Format: Panel | Room: Roosevelt College Room

This panel reveals how to ignite the entrepreneurial spirit within established organizations and provides examples of how this works in action. Through experience working with startups, pitch competitions, and accelerators/incubators the panel provides examples of how existing structures can be used to support the social impact entrepreneurial ecosystem. You will learn frameworks and tools which can be applied to pursuing a new idea or creation of a startup organization most efficiently and effectively, resulting in as little waste as possible.

PANELISTS

  • KEN DAVENPORT
    CEO, Mission Edge
  • HEATHER HISCOX
    Co-Founder/ Co-Director, Nonprofit & Social Impact Programs, Moves the Needle
  • AUSTIN NEUDECKER
    Co-Founder/ President, Startup San Diego
  • JORDAN SCHULTZ
    Founder, Trash Tracker

MODERATOR

DEL LEWIS
Founder, Triclare Business Holdings

Content Marketing to Empower and Engage – Helping Communities Prepare

Format: Panel | Room: Marshall College Room

Combining content marketing with social engagement can help drive messaging home in an ever increasingly noisy world. In fact, it can even save lives. Learn how the PrepareSocal project, a pilot program in Southern California, helps that critical message get through. A combination of content and social engagement is developed to empower and engage a target audience to act.

Participants will learn:

  • How to leverage content marketing to drive your message
  • Don’t get followers, create and empower social advocates!
  • Why the time has come for video to step to the front and how you can get started

SPEAKER

  • GREG HAINES
    VP Marketing, Design Studio
  • JON MYERS
    Director of Preparedness, American Red Cross SoCal

Live Well San Diego – The Impact of Working Together for a Common Purpose

Format: Panel | Room: John Muir College Room

With San Diego County, like much of the nation, facing a tidal wave of chronic disease and rising healthcare costs, the region adopted Live Well San Diego, a vision aligning efforts of government, businesses, community partners and individuals in one movement to improve the health, safety and wellbeing of all residents. Unified by this common purpose, the partners, including CVS Health, Target and WD-40 are sharing best practices and advancing initiatives that benefit their workforce and customers, and enhance the healthy bottom line of individual companies and economic competition in the region. Participants will learn:

  • How to form multi-sector partnerships for a common purpose.
  • How to set and measure key performance indicators

PANELISTS

  • STACEY NELSON SMITH
    President/CEO, Civillian
  • KATHRYN ROGERS
    Communications Manager for Live Well San Diego, Office of Strategy and Innovation, County of San Diego Health & Human Services Agency
  • BARBARA MANDEL
    CEO, Champions for Health
  • STAN SEWITCH
    Vice President, Global Organization Development, WD-40

MODERATOR

AMON RAPPAPORT
Senior Strategist/Campaign Director, Civillian

 


ACTION SET: Plenary & Closing Panels

3:20 pm – 4:50 pm


Purpose in Action: How Organizations Use Purpose to Maximize Their Impact

Format: Plenary Panel (3:20 – 4:20 p.m.) | Room: Ballroom West

Attendees will wrap up their journey for the day and plan their journey for tomorrow. Connecting to the conference theme “Maximize Your Impact Through the Power of Purpose.”

How do these companies and organizations put their purpose into action? Why does having higher purpose as organizational leader matter? How do individuals connect to an organization’s purpose? These esteemed business leaders will share advice, tips and takeaways on the importance of understanding starting lines vs finish lines, and the influence of the company, leaders and individuals living their purpose.

PANELISTS

  • JEFF JOHNSON
    Senior Director of Natural Health and New Ventures, Kashi
  • PHILIPPE LACAMP
    Senior Vice President, Americas, Cathay Pacific Airways
  • JANINE SCHOOLEY
    Senior Vice President, Programs, Quality & Impact, Project Concern International
  • TOM SEIDLER
    Senior Vice-President, Community and Military Affairs, San Diego Padres

MODERATOR

STEPH JAGGER
Author, Speaker, World Record Smasher, Steph Jagger & Co.

Call to Action: Your Journey Continues … with Chamber of Purpose

Format: Closing Panel (4:20 pm – 4:50 p.m.) | Room: Ballroom West

 –

PANELISTS

  • NEVILLE BILLIMORIA
    SVP Membership & Cheif Advocacy Officer, Mission Federal Credit Union
  • DANNY FRIEDLAND
    CEO, SuperSmartHealth
  • LARRY KESSLIN
    Founder, Purpose San Diego, 5DOTS


COCKTAIL RECEPTION: Exhibitor & Networking

5:00 pm – 6:00 pm


pre#CauseSD Mixer (Sep 7)

Join Us for Some Purposeful Networking!

The Loft at UCSD

The Loft at UCSD is shown here (2nd level, right) from the southeast entrance to the Price Center just up Triton Steps.

Your Cause Conference ticket (Sep 8) includes admission to the pre#CauseSD Mixer on Thu, Sep 7, 5:30 – 8:00 p.m. hosted at The Loft inside UC San Diego’s Price Center 2nd level.
Price Center Floorplan

Come enjoy some delicious hors d’oeuvres and libations, Mini-talks, connect with #CauseSD speakers, partners and attendees, entertainment, and partake fun networking activities!

AGENDA

Complimentary with your Cause Conference registration!

Time Schedule Activity Location
5:30 Check in & Open Networking Check-in and Get Comfortable
Get to Know Your Fellow Journey Goers
The Loft at UCSD
6:20 Welcome Welcome to the Kick-off of Your 2017 Cause Conference Journey.
Partners:

  • Christine Wiley, President, AMA San Diego
  • DJ King, President, Conscious Capitalism San Diego
  • Gary Knight, Board Member, San Diego Nonprofit Association
6:30 Inspiring Mini Talks How Play Can Propel Purpose Akshay Sateesh, Founder and President, Ziksana Consulting
How to Eliminate the Waste in How You Change the World Heather Hiscox, Co-Founder, Co-Director, Nonprofit & Social Impact Programs, Moves The Needle
Charity Kathlyn Mead, President and CEO, The San Diego Foundation
7:00 Networking Get to Know Your Fellow Journey Goers
Entertainment Spoken Word Poetry
by Spittin’ The Vision
(Poets: Lay Canady, Louis Marcelino, and Ari Sormiento)
7:40 Thank you /Closing Get Ready to Maximize Your Impact Through the Power of Purpose

#CauseSD Attendees

2017 Cause Conference attracts the region’s top and aspiring purpose-minded marketers, nonprofit leaders, business executives, and social entrepreneurs from across the industries. Collectively, attendees will learn and share ideas and strategies for solving big problems with purpose-driven solutions!

Demographics of Registrants

Attendees typically represent mid to executive-level employees from businesses, agencies, and nonprofits. Here’s a snapshot of 2017 Cause Conference attendees (updated 8/27). You can also check out the list of organizations and brands already registered. Register today!

Attendees’ Job Titles

Industry of Attendees

Attendees’ Customer Focus

Meet your friends and future partners at #CauseSD on Friday, September 8!

LEADERSHIP TEAM

HONORARY CHAIRS
EXECUTIVE BOARD
TEAM LEADS

2016 #CauseSD RECAP

For knowledge-sharing, inspiration and connections between cause marketing experts, purpose-driven brands and nonprofits, we couldn’t have wished for a better opportunity than the 2016 Cause Conference. Thanks so much to our speakers, sponsors, attendees and volunteers for making this a fantastic event!

 
Kickoff Cocktail Reception

#CauseSD started with Wednesday evening purpose-driven preview. First, we were thrilled to award our annual Parker Pike Nonprofit Marketing Scholarship to UCSD student Rhianna Basore.

Then, Katie Wallace shared how purpose is at the very core of New Belgium Brewing’s company culture.

And Bea Boccalandro of Veraworks described the way smart brands are engaging employees through job purposing.

AM Keynote

Globally-recognized social entrepreneur Aaron Hurst got us kicked off Thursday morning by telling us all about “The Purpose Economy”. Aaron made a strong case that humans are genetically wired for purpose!

Breakout Sessions

A variety of interactive presentations and panels throughout the day gave attendees a chance to explore all aspects of cause marketing, employee engagement and for-profit/nonprofit partnerships.

Lunch Keynote

Bethany Joy Clark explained how purpose is at the heart of everything TOMS does. The company was founded on the promise of “one to one”. For every pair of shoes purchased, another pair is delivered to a person in need. TOMS has expanded the promise from shoes to eyewear, and is now trying its hand at coffee.

Workshops

Attendees got a chance to kick the tires on their marketing knowledge and strategies through the mid-day Unconference and LOUDtables.

Afternoon Panel

An all-star group of purpose-driven businesswomen explained how their brands have embedded purpose into their company cultures and how this has benefited them in terms of brand reputation, employee engagement and ROI. Our thanks go to Karen Archipley of Archi’s Acres, Victoria Fiore of Plum Organics, Darcy Shiber-Knowles of Dr. Bronner’s and Katie Wallace of New Belgium Brewery for this fascinating discussion.

Video Contest Winner

Congratulations go to Workshop for Warriors, which provides veterans and transitioning service members advanced manufacturing training and industry-recognized certification for careers in welding, machining and fabrication at no cost to our veterans. Workshop for Warriors won a $5,000 professional video production package courtesy of M2 Digital Post.

Throughout the Day

Attendees had plenty of time to network and find out how our sponsors could aid their cause marketing efforts. All the while, our friends at Groovy Like a Movie chronicled the goings-on.

Bootcamps

On Friday, our first-ever #CauseSD bootcamps gave attendees a chance to develop and refine their cause marketing strategies and plans.

Thank you!

Once again, our utmost gratitude goes to all the speakers, sponsors, attendees and volunteers without whom the West Coast’s premier cause marketing event just wouldn’t be the same!

San Diego AMA Cause Conference volunteers

 

More!

Register for 2017 Cause Conference!

VOLUNTEER WITH US!

Join this brilliant and supportive team of purpose-minded people. Check out volunteer opportunities.

VENUE

The 2017 Cause Conference will be hosted at the Price Center at UC San Diego (main campus), 9500 Gilman Drive, La Jolla, CA.

All conference rooms are located on the 2nd level of the UCSD Price Center. Only the Warren College Room is located on the 3rd level. Note: The “Green Table Room” is a breakout room, not the “Green Room” next to ballroom.
[PC floorplan]

PARKING

Parking for Cause Conference is located in the Hopkins Parking Garage on the UCSD campus. UCSD MAP

The Hopkins Parking Garage is a 5-minute walk to UCSD’s Price Center where all Cause Conference activities take place.

A discounted parking pass at the rate of $8 per vehicle for the entire day is available to conference attendees who enter the Hopkins Parking Garage between 7:00 am and 9:00 am, Friday, September 8th and pay CASH. The parking attendant is not able to accept credit cards. With the pass, you can park in V, S and B spots within the Hopkins Parking Garage. Remember to display the pass on your windshield.

If you prefer to pay with a credit card or arrive after 9:00 am, the rate is $2/hour. Please park in any spot marked with a V within the Hopkins Parking Garage. Use your Visa, MasterCard or Amex at any pay station and place the receipt on your windshield.

For additional parking information: click here.

 

This event takes place during UCSD’s fall break which means there will be LOTS of convenient parking!

PARKER PIKE NONPROFIT MARKETING SCHOLARSHIP

2016-San-Diego-AMA-Cause-Conference-Scholarship-624

WHAT

AMA San Diego 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 2017 conference theme, “Maximizing Your Impact through the Power of Purpose.” The scholarship will be presented at the 19th annual Cause Conference, to be held September 8, 2017.

WHY

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

REQUIRED DOCUMENTS

  • 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

ELIGIBILITY/CRITERIA

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:

  1. Leadership and creativity in the application of marketing strategies that achieve measurable success
  2. Resourcefulness in strengthening an existing marketing program or plan
  3. Problem solving skills by helping a nonprofit(s) meet a current need or future opportunity

TELL A FRIEND

Spread the word about this amazing opportunity. Email this flyer to a friend or spread the word on Twitter:

TO APPLY:

Complete the online application. Recommendation letter and any additional documents should be emailed in a single response to: infoamasd@gmail.com

  • Deadline is Tuesday, August 8, 2017 at 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 2017 San Diego AMA Cause Marketing Conference.
  • Questions: (619) 402-7825

apply button

 

2018 Cause Conference

Get involved with the next Cause Conference today. Tell us a little about yourself and we’ll be in touch!

TICKETS ARE GOING FAST!

Prices go up Wednesday, September 6.

All attendees get copies of keynote Stan Phelps’ new book Red Goldfish: Motivating Sales and Loyalty through Shared Passion and Purpose and Dr. Heidi Hanna’s book Recharge. Book now!

Volunteers That Helped Make It Happen

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