Sorkin Summit

Sorkin Summit 2021

The 4^th annual Sorkin Center Summit was held on May 18 and May 20, 2021, 9:30-11:30 am.

The Summit is a training for nonprofit board members, individuals interested in board service, and Executive Directors. The event offers sessions on best practices in board governance, finance, fundraising and more. Nonprofit experts lead each session, along with panels of board members, Board Chairs and Executive Directors from local nonprofits bringing their real-world experience.

Board members from the same nonprofit often attend the Summit as a group, along with their Executive Director. This joint learning lets the newly trained board members immediately translate their knowledge into action on their own board. The Summit also provides opportunities for board members to meet fellow local nonprofit leaders.

Please contact Wendy Gualtieri at wgualtieri@compassdc.org or 202-280-1761 for more information.

May 18, 2021, 9:30am – 11:30am
Time	Topic	Speaker(s)
9:30 – 9:35	Introductions/Welcome	Suzanne Laporte – President, Compass
9:35 – 9:55	The Personal and Community Impact of Board Service	Juan Otero – Vice President, Diversity, Equity and Inclusion, Comcast
9:55 – 10:45	Best Practices in Governance	Kyle Moore – Senior Vice President of Global Commercial Banking, Bank of America; Board of Directors, The Child and Family Network Centers Jacqulynn Broughton Hugee – Senior Director and Managing Counsel, PJM Interconnection; Board of Directors, Compass Philadelphia Audrey Lyon – Executive Director, Yachad
10:45-10:50	Break
10:50-11:30	Understanding Nonprofit Finance	Sally Sloan – Director, Finance and Administration, Horizons Greater Washington Joan Barclay – Chief Operating and Financial Officer, Compass
11:30	Adjourn

May 20, 2021, 9:30am – 11:30am
Time	Topic	Speaker(s)
9:30-9:45	Keynote	Tom Monahan – President & CEO, DeVry University
9:45 – 10:30	Nonprofit Fundraising	Beth Dahle – Executive Director, Compass Philadelphia Dean Miller – President & CEO at Philadelphia Alliance for Capital & Technologies (PACT); Immediate Past Chair, Compass Philadelphia Board of Directors Loree D. Jones – Chief Executive Officer, Philabundance John Hollway – Associate Dean and Executive Director – Quattrone Center at the University of Pennsylvania; Board Chair, Philabundance
10:30 – 10:35	Break
10:35 – 11:30	Establishing and Supporting a Diverse and Inclusive Board	Sophia Lee – Partner and Chief Diversity Officer Emeritus, Blank Rome Rhea Norwood – Sr. Director, HR Consulting, Small Business, Capital One Monica Tijerina – Director, Communities and Corporate Giving, McDonald’s Corporation Will Wu – Senior Director and Diversity and Inclusion Lead, West Monroe Partners
11:30	Wrap Up and Adjourn

“[The event] was far beyond my expectations and absolutely relevant to the current board we have. Thank you so very much for the training, I left energized and ready to reach for the moon!”

Sorkin Center

Sorkin Summit 2021

May 18, 2021, 9:30am – 11:30am

Time

Topic

Speaker(s)

9:30 – 9:35

Introductions/Welcome

Suzanne Laporte – President, Compass

9:35 – 9:55

The Personal and Community Impact of Board Service

Juan Otero – Vice President, Diversity, Equity and Inclusion, Comcast

9:55 – 10:45

Best Practices in Governance

Kyle Moore – Senior Vice President of Global Commercial Banking, Bank of America; Board of Directors, The Child and Family Network Centers

Jacqulynn Broughton Hugee – Senior Director and Managing Counsel, PJM Interconnection; Board of Directors, Compass Philadelphia

Audrey Lyon – Executive Director, Yachad

10:45-10:50

Break

10:50-11:30

Understanding Nonprofit Finance

Sally Sloan – Director, Finance and Administration, Horizons Greater Washington

Joan Barclay – Chief Operating and Financial Officer, Compass

11:30

Adjourn

May 20, 2021, 9:30am – 11:30am

Time

Topic

Speaker(s)

9:30-9:45

Keynote

Tom Monahan – President & CEO, DeVry University

9:45 – 10:30

Nonprofit Fundraising

Beth Dahle – Executive Director, Compass Philadelphia

Dean Miller – President & CEO at Philadelphia Alliance for Capital & Technologies (PACT); Immediate Past Chair, Compass Philadelphia Board of Directors

Loree D. Jones – Chief Executive Officer, Philabundance

John Hollway – Associate Dean and Executive Director – Quattrone Center at the University of Pennsylvania; Board Chair, Philabundance

10:30 – 10:35

Break

10:35 – 11:30

Establishing and Supporting a Diverse and Inclusive Board

Sophia Lee – Partner and Chief Diversity Officer Emeritus, Blank Rome

Rhea Norwood – Sr. Director, HR Consulting, Small Business, Capital One

Monica Tijerina – Director, Communities and Corporate Giving, McDonald’s Corporation

Will Wu – Senior Director and Diversity and Inclusion Lead, West Monroe Partners

11:30

Wrap Up and Adjourn

“[The event] was far beyond my expectations and absolutely relevant to the current board we have. Thank you so very much for the training, I left energized and ready to reach for the moon!”

ALLIANCE FRANCAISE