Monday, May 15 at Kauffman Foundation Conference Center:  

7:30-8:15AM:                 Continental breakfast (Town Square Room)

8:15-8:30AM:      Welcoming remarks (Town Square Room)

  • Barbara Bichelmeyer, Provost & Executive Vice Chancellor, UMKC
  • Wendy Guillies, President/CEO Ewing Marion Kauffman Foundation

8:30-8:55AM:                  Kick-Off Address

  • Mark Beam, Maverick in Residence, Ewing Marion Kauffman Foundation

9:00AM-11:50AM:    Workshops in three tracks in separate breakout rooms:

Introductory Track (Brush Creek Room):

9:00-11:50AM: Introduction to Social Entrepreneurship

Summary of content:

  • This workshop introduces and outlines the evolution of social entrepreneurship in the past few decades, covering both development in education and innovative practices in social endeavors. Through a combination of presentations and interactive group discussion, participants will gain a comprehensive understanding of the similarities and differences between social entrepreneurship, corporate social responsibility, social intrapreneurship, social venturing, and social enterprise, and will explore key   concepts in the ongoing social entrepreneurship discourse.

Presenter/Facilitator:

  • Adrienne Haynes, SEED Collective, Facilitator
  • Robert D’Intino, Rowan University
  • Tony Mendes, UMKC
  • Andy Stoll, Ewing Marion Kauffman Foundation

Social Entrepreneurship Communities and Ecosystems Building Track (Troost Room):

9:00-10:15AM:  Development Ecosystems: Street-Facing, Net-Facing, and Digital Equity

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Summary of content

  • Social entrepreneurship is work, of and by, communities of equity practice; increasingly, it is grounded in an intersection between civic place, geospatial locale, and the newly emerging complexities of total cyberspace immersion. Traditional land use development practice is flat and slow by comparison to action in these emerging spaces of ecosystemic design thinking. This session will consider issues regarding how social entrepreneurship, with its concern for equity and environmental justice, is impacted by both legacy and unfolding aspects of development practice.

             Presenters/Facilitators:

  • Kari Keefe, KC Social Innovation Center, Facilitator
  • Crosby Kemper III, Kansas City Public Library
  • Tom Esselman, Connecting for Good
  • Alan Howze, Kansas City, Kansas/UG Wyandotte County
  • Rick Usher, City of Kansas City, Missouri

10:30AM-11:45AM: Measuring the Impact of Social Ventures

      Summary of content

  • While the growth of businesses that pursue profits and social good has increased, the ability to measure the impact of social good has not kept pace. There are some good preliminary metrics that help measure inputs, for example equal pay, responsible sourcing of materials, etc. Yet, these metrics fall short of actually measuring impact; equal pay doesn’t measure equitable treatment or economic parity (think paternal leave and the impact it has on career promotion); and responsible sourcing doesn’t measure the impact on global warming or economic fortunes of the source community. These metrics are normative input measures that are informative of how the business conducts its operations, but not what impact those operations have on a certain targeted issue or population. This is not to say that these metrics are not important; they can be informative as to the process by which managers will make decisions (as a replacement for pure shareholder primacy). However, investors will want more eventually. The goal should be to account for impact in the same manner firms account for profits and losses. This is lofty, but not impossible and if the field realizes that the current metrics are necessary, but not sufficient, the final destination of robust social accounting is achievable.

      Presenters/Facilitators:

  • Kristen McGeeney, KRM Consulting, Facilitator
  • Evan Absher, Ewing Marion Kauffman Foundation
  • Dan Osusky, B Lab
  • Derrick Collins, Good Company

Social Entrepreneurship in Nonprofit Organizations Track (Paseo Room):

9:00-10:15AM: Funders’ Perspectives on Social Entrepreneurship 

      Summary of content:

  • This session features prominent leaders from foundations and other funding agencies or institutions. They will share their observations and insights on social entrepreneurship and its significance, including how various types of funding organizations view this evolving field, and discuss what has most impressed them in their work with socially entrepreneurial organizations.

      Presenters/Facilitators:

  • Larry Jacob, Ewing Marion Kauffman Foundation, Facilitator
  • Steve Roling, (Retired), Health Care Foundation of Greater Kansas City
  • Deborah Wilkerson, Greater Kansas City Community Foundation
  • Rita Cortes, Menorah Legacy Foundation

 10:30AM-11:45AM: Creative Capital Raising for Social Entrepreneurship

                              Summary of Content:

  • In this session there will be discussions of how social entrepreneurs in for-profit and nonprofit sectors can cultivate capital resources.  Social entrepreneurs who select a for-profit model (either as a subsidiary of a nonprofit or as a standalone organization) need access to capital. At the same time, research tells us social entrepreneurs prefer investments that enable them to still maintain control of their entities.  Emerging capital development models in the form of debt instruments, crowdfunding and individual investments may ensure social entrepreneurs are able to capture much needed capital while not relinquishing control of their ventures.  For nonprofit social entrepreneurs investment is prohibited.  Still nonprofits in search of capital assets can make use of tax credit tools, when leveraged to open pathways to capital that can be applied to their social entrepreneurial ventures.  Others continue to make use of traditional approaches (i.e. capital campaigns) that have proven to be successful for decades.

Presenters/Facilitators:

  • Scott Helm, UMKC, Facilitator
  • Ruben Alonso, AltCap
  • Jeffrey Byrnes, Jeffrey Byrnes and Associates

Noon-1:40PM:     Lunch and Presentation: What are Social Entrepreneurship Ecosystems,

                             Why Do They Matter, and Who and What Does it Take to Build Them?

     (Town Square)     

  • Tony Luppino, UMKC, Facilitator
  • Barbara Bichelmeyer, UMKC
  • Kate Garman, KCMO Mayor’s Innovation Office
  • Laura McKnight, Embolden
  • Andy Stoll, Ewing Marion Kauffman Foundation

2:00-5:00PM:                 Workshops in three tracks in separate breakout rooms:

Introductory Track (Brush Creek Room):

Identifying & Assessing Social Entrepreneurship Opportunities

     Summary of content:

  • This workshop is focused on developing competency in seeing possible issues for action through social entrepreneurship. Participants will be provided strategies and techniques for identifying target markets and will utilize tools for assessing societal, economic and policy impact.

     Presenter/Facilitator:

  • Tony Mendes, UMKC
  • Robert D’Intino, Rowan University

Social Entrepreneurship Communities and Ecosystems Building Track (Troost Room):

2:00-3:20PM: The Right to the City: a Neighborhood View of Ecosystem Design

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Summary of content:

  • Ecosystemic design necessarily involves all relevant stakeholders in the process of place-making for the social entrepreneurial endeavor. Grassroots creation of social enterprises can provide empowering experiences to disadvantaged neighborhoods, but this outcome is by no means certain, or secure even once attained. This session will examine some experience from an organized approach to self-directed and mutually beneficial social innovation which might bear a cautionary relationship to more conventional entrepreneurial endeavors when incorporating a social commitment.

      Presenters/Facilitators:

  • Willam Mullins, Kessler Institute-KC, Facilitator
  • David Brain and Bob Berkebile, Plexpod Westport Commons
  • Clara E. Iraz’abal-Zurita, UMKC
  • Shannon Criss, Dotte Agency, University of Kansas
  • Andy Stoll, Ewing Marion Kauffman Foundation

3:40-5:00PM:  Public Incentives: A Framework for Understanding Policy Exchanges 

THIS SESSION ELIGIBLE FOR 1.6 HOURS OF MISSOURI CONTINUING LEGAL EDUCATION CREDIT

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      Summary of content

  • There are increasing calls for policy changes to facilitate social entrepreneurship. Among these calls are discussions and possibilities regarding fiduciary duties, favorable tax treatment, preferences for bidding on public contracts, preferred access to public financing vehicles, and applications of laws regarding securities, consumer protection, licensing, covenants not to compete, and otherwise. Many of these opportunities seek to encourage social businesses and their pursuits, sometimes as incentives and other times by creating a competitive advantage vis a vis conventional, market-oriented businesses. However, there is no framework for policy makers to understand or evaluate the nature of exchange they might be facilitating, particularly whether benefits to society are commensurate with the benefits to the social businesses and possible detriments to others. Relatively easy targets for the policy changes and for proposing a framework for understanding the exchange are in areas of securities and law. This session will feature a proposed framework for policy exchanges generally and deeper discussions about the intersections between social entrepreneurship and tax and securities laws respectively.

Presenters/Facilitators:

  • Joan Heminway, University of Tennessee
  • Tony Luppino, UMKC
  • John Tyler, Ewing Marion Kauffman Foundation

Social Entrepreneurship in Nonprofit Organizations Track (Paseo Room):

 2:00-5:00PM: Happy Together: How to Make Collaboration Strategic and Successful

      Summary of content:

  • One entrepreneurial tactic recommended to nonprofits in a resource constrained environment is collaboration.  However, past experiences with collaboration have made many organization leaders weary of another foray with the dreaded C word.  In this session, participants will develop customized collaboration strategies using their needs and a deep understanding of their potential collaborators motives and incentives.  Whether you are currently managing collaborations or are considering a new one, this session will provide you with the most current thinking and knowledge on how to make the best decisions on behalf of your organization.

     Presenters/Facilitators:

  • Scott Helm, UMKC

Tuesday, May 16 at Henry W. Bloch Executive Hall (BEH):

7:30-8:00AM:        Continental breakfast

8:00-8:25AM:                    Welcoming Comments from UMKC

  • Dean David Donnelly, Henry W. Bloch School of Management
  • Interim Dean Barbara Glesner-Fines, School of Law

8:30- 11:30AM:     Two workshops in separate breakout rooms: 

Introductory Track (BEH Room 324):

Legal Issues in Social Entrepreneurship

THIS SESSION ELIGIBLE FOR 3.4 HOURS OF MISSOURI CONTINUING LEGAL EDUCATION CREDIT

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        Summary of content:

  • This workshop explores several key legal issues in choosing and implementing an organizational structure for a social venture. The discussion will include examination of various attributes of traditional for-profit, traditional non-profit, and recently emerging hybrid entities (including L3Cs and benefit corporations), and significant issues in capital structure and tax planning. Particular emphasis will be placed on considering the fiduciary duties of managers of entities with missions that include the pursuit of social benefits, addressing some popular misconceptions about hybrid entities and “program related investments,” and exploring policy debates.

            Presenters/Facilitators:

  • Joan Heminway, University of Tennessee
  • Christopher Hoyt, UMKC
  • Tony Luppino, UMKC
  • John Tyler, Ewing Marion Kauffman Foundation

Social Entrepreneurship in Nonprofit Organizations Track (BEH Room 211):

How Do We Get the MONEY? Fundraising Concerns for Start-up Nonprofit Organizations

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Summary of content:

  • This session is presented with the needs of the emerging and new nonprofit organization in mind.  Many people launching a nonprofit have resource development concerns that are unique from existing organizations.  This session addresses these.  Led by Tim Sweeny of Praxis Nonprofit Strategies, participants will learn the basic processes by which small nonprofits can engage in fundraising, explore the causes funders most often support, and learn how successful nonprofits identify and cultivate individual donors, and how founders and leaders can marshal their founding team (founder and board members) to successfully acquire the resources necessary for start-up.  The second half of the session will feature a panel of funders, start-up board members and social entrepreneurs who will share their experiences and discuss successful strategies for securing resources when launching a new organization.

Presenters/Facilitator:

  • Tim Sweeny, Praxis Nonprofit Strategies, Facilitator
  • Steve O’Neill, Curry Family Foundation

  • Kevin Flattery, KLF Development Consulting

  • Sarah Shipley, Shipley Communications

Social Entrepreneurship Communities and Ecosystems Building Track (BEH Room 218):

11:30AM-12:30PM:  Lunch with Presentations by Local Social Entrepreneurs:

12:30PM-4:00PM      Aaron L. Levitt Social Entrepreneurship Challenge (Room 218) 

                               Summary of Levitt Challenge:

  • The Aaron L. Levitt Social Entrepreneurship Challenge, now in its fifth year, is an initiative designed to stimulate social entrepreneurship and innovative civic leadership in the Greater Kansas City region, and to enable the next generation of civic leaders and social entrepreneurs to serve our community. Students from the University of Missouri-Kansas City will present their socially entrepreneurial initiatives before a panel of judges and the audience, and all will have the opportunity to assess each proposal and rate it for its feasibility and potential for long-term community benefit and impact.