2013 Summer Conference and Tradeshow
 
08/10/2013
8:30 am - 5:00 pmPre-Conference: DGR Manager Train-the-Trainer - Part I

The workshop will be conducted as a train-the-trainer, with all of the content delivered by you, the participants. You will receive the materials one month prior to the workshop and be assigned a portion of the material to deliver during the workshop in August. Prior to the workshop, it is expected that you will work with your Donated Goods/Retail division and the material in your assigned section of the curriculum to modify it as you would if you were delivering the content to managers at your Goodwill.

Once the registration period has closed, registered participants will receive a roster, their assignment and further details about the workshop.

*Please note – there is a limit of 14 students in this class on a first come, first serve basis, limiting the space to one participant from each Goodwill. If you have a second person who you would like to have participate, please email Andrea Cole (andrea@andreacoleconsulting.com) to place them on a waiting list should space become available.

Joining me in the facilitation of the workshop will be Megan Witty, GII’s Donated Goods/Retail Consultant. Our role during the workshop will be to answer content and delivery questions and provide support and feedback for your learning.

PLEASE ENSURE YOU ATTEND ALL OF BOTH DAYS OF THE WORKSHOP. Plan to arrive the evening before so you can start the class at 8:00 am with the class. Partial attendance does not count for GII MDP Trainer Certification.

Ticket Price: $250

08/11/2013
8:00 am - 3:30 pmDriving Donations and Engagement Through Partnerships

Are you capturing every possible donation by leveraging community and corporate partnerships? Are you curious to know how other Goodwills are doing this? This pre-conference workshop addresses these questions by integrating best practices in marketing and community outreach, business development, sustainability and retail operations -- and how each function can help develop and grow profitable engagement. We focus on “diversifying” your donation stream through various types of partnerships and highlight successful models for each. Attendees will hear from Goodwill leaders deploying various partnership strategies in Denver, Winston-Salem and Grand Rapids. If you're responsible for donation acquisition, corporate or community partnerships, outreach and marketing, business development or sustainability, this workshop is for you. We strongly suggest team leaders from each of these disciplines attend as a group to maximize the experience and start building new concepts together. (Limited seats 65)
Facilitated by: Sara Huber, Manager of Cause Partnerships, GII and Susanne Fredericks, Sustainability Specialist, GII



As a result of this session, participants will:

 

  • Successful programs for implementing discard donation programs, community and college partnerships, corporate and consumer donation drives
  • Techniques to implement and a "roadmap" for each model
  • Tools to budget for donation drives, measure impact and ROI, plus realistic benchmarks to help you assess the efficiency and impact of your current efforts.

Fee: $150

8:00 am - 4:30 pmOnline Giving Cohort Workshop

Online Giving Cohort participants will engage in an information-packed, day-long workshop where we will discuss marketing and fundraising objectives, show how to those translate into online strategies, and determine specific tactics that can drive results. The workshop will be facilitated by top-notch consultants from Charity Dynamics, an online marketing agency focused on leveraging technology to generate results for non-profit organizations and initiatives. Participants will walk away with work plans that will include several specific tactics and approaches tailored to their unique organizations to implement an end-of-year online giving campaign. This workshop is invitation only.


Fee: $250

8:30 am - 4:30 pmSuccessful Media Pitching and Outreach
Gone are the days of media pitching exclusively by phone. Some reporters don’t even want to get phone calls. So what are the new rules and best practices of attracting media attention in the digital age? In today’s faster-paced competitive and digital landscape, a new savvy set of skills is needed to garner media attention.

 

As a result of this session, participants will:

 

  • How to take advantage of the upheaval in the media industry
  • Using social media to build a relationship with a reporter or blogger
  • What to say or write to grab their attention.

Fee: $150.00

8:30 am - 5:00 pmPre-Conference: DGR Manager Train-the-Trainer - Part II

The workshop will be conducted as a train-the-trainer, with all of the content delivered by you, the participants. You will receive the materials one month prior to the workshop and be assigned a portion of the material to deliver during the workshop in August. Prior to the workshop, it is expected that you will work with your Donated Goods/Retail division and the material in your assigned section of the curriculum to modify it as you would if you were delivering the content to managers at your Goodwill.

Once the registration period has closed, registered participants will receive a roster, their assignment and further details about the workshop.

*Please note – there is a limit of 14 students in this class on a first come, first serve basis, limiting the space to one participant from each Goodwill. If you have a second person who you would like to have participate, please email Andrea Cole andrea@andreacoleconsulting.com to place them on a waiting list should space become available.

Joining me in the facilitation of the workshop will be Megan Witty, GII’s Donated Goods/Retail Consultant. Our role during the workshop will be to answer content and delivery questions and provide support and feedback for your learning.

PLEASE ENSURE YOU ATTEND ALL OF BOTH DAYS OF THE WORKSHOP. Plan to arrive the evening before so you can start the class at 8:00 am with the class. Partial attendance does not count for GII MDP Trainer Certification.

Ticket Price: $250
1:00 pm - 4:00 pmALiCE
Frank McGuire, Manager of Developmental Disability Services , Goodwill Easter Seals Miami Valley - Dayton, OH
Heath Schlagetter, Loss Prevention Manager, Goodwill Easter Seals Miami Valley - Dayton, OH
This session focuses on strengthening the Goodwill business by creating a safer environment for employees, shoppers and persons served. Random acts of violence have plagued our schools, shopping centers and neighborhoods, leaving a wake of prolonged physical harm, mental trauma and death. Knowing the facts and having a plan in place is critical to reversing such trauma and saving lives. Most institutions and organizations rely on traditional stand-alone "lockdown" protocols that can be deadly if you are in a location which cannot be secured or your secure location is breached by the intruder. When faced with an Active Shooter, the ALiCE Program, (Alert, Lockdown, inform, Counter, Evacuate) prepares individuals who may find themselves facing a violent intruder. A comprehensive approach integrates strategies using environmental design, technology, communication, law enforcement response and proactive mindset for those in immediate danger. Violent intruder defense training is needed at every institution or organization to Save Lives! The majority of casualties from Active Shooter events happen within the first four to ten minutes. The critical gap in time between when Law Enforcement arrives is where the ALiCE program concentrates.
During this session, Goodwill employees from all departments and functional roles will learn how to plan to protect, defend and survive an active shooter event. Participants will leave the workshop armed with helpful information to identify risks and practical strategies to share with their local Goodwill organizations.

As a result of this session, participants will:
  • Obtain current data regarding the potential risks from an active shooter and effective strategies to survive.
  • Discuss practical plans in response to an attack.
  • Practice offensive and defensive strategies to survive an attack.
  • Start to build an action plan that will work for your Goodwill facilities.

This is an interactive session. If you are planning to attend this session, please wear long-sleeve shirts and heavier material pants - airguns will be used.



4:30 pm - 6:00 pmKickoff General Session
6:00 pmWelcome Reception
7:30 pm - 9:30 pmFinance Dine-Around
More details to follow.

Fee: $50


08/12/2013
8:30 am - 10:00 amInitial Cohort Meetings
10:00 am - 10:20 amTransition/Break
10:20 am - 11:00 amStrategies for Sustainable Donation Growth: A Back to Basics Approach
Leisa Wamsley, Vice President of Donated Goods, Goodwill Industries of Arkansas (Little Rock)

Are you struggling with increasing your donation base to support continued retail growth?  Do you want to develop a sustainable donation growth strategy?  If the answer is yes, then this session is for you. Join us as we discuss the strategic and tactical plans that led to Goodwill Industries of Arkansas to achieve successful year over year donation growth of 18% in 2012.


As a result of this session, participants will:

  • Hear Little Rock’s “back to basics” approach to strategies geared toward increasing sustainable donations year over year, while continuing to increase same site donation growth.
  • Learn how to leverage proper real estate placement and convenience to increase donor base.
  • Learn the part that good customer service plays in implementing successful donation capture plans.

 

10:20 am - 11:00 amUsing Market Research to Inform Your Outreach Strategy
Fundamental to an effective outreach strategy is understanding who’s out there! During this fast-paced session, market research professionals will offer an overview of why you need market research, where to go to get it and how much to expect to spend. Using samples research, they’ll give you a quick study in how to read the data and begin to use it to inform your planning and engagement strategy.

As a result of this session, participants will:


  • Why you need market research and how to access it.
  • How to understand the data.
  • How to use the research to inform your outreach

 

10:20 am - 11:00 amFrom Startup to Success Story: Goodwill of Southwest Florida E-commerce Case Study
Jorge Varona from Goodwill of Southwest Florida (Fort Myers) will share an impressive case study which demonstrates the strategies they have implemented to put their sales on a steep upward growth curve. In 2012 e-commerce sales were up 100%, from $1 to $2 million, and since 2008 sales were up over 300%. Jorge will cover their processes and physical layout, along with key elements of their plan that have driven the impressive growth. E-commerce, including shopgoodwill, e-books, and laptops/parts represented fully 8% of Fort Myers DGR revenue in 2012, and future direction and goals will also be covered. This session is targeted to e-commerce directors/managers and retail leaders who have e-commerce responsibility.

As a result of this session, participants will:

  • Understand how a diversified e-commerce program can be a driver of DGR revenue growth, job creation, and increase donation value.
  • Gain insights on how to overcome common barriers to e-commerce growth.
  • Understand key metrics that drive a profitable e-commerce program.

 

10:20 am - 11:00 amThe New Storytelling Landscape
Is your Goodwill prepared to navigate the ever-changing landscape of storytelling? In this session, hear about the new digital forms of storytelling your Goodwill should be aware of and why cross-channel — also known as transmedia — storytelling is an increasingly important tool to have in your public relations and digital communications arsenal.

As a result of this session, participants will:


  • Learn the value of transmedia storytelling for brands.
  • Understand how various media, such as images, contribute to storytelling.
  • Hear examples of how brands are employing multiple channels in their storytelling efforts.


10:20 am - 11:00 amSalvage Industry & Price Analysis
Wandia Gachari, Donated Goods Retail Consultant & Analyst, GII
Over the past year-and-half, GII has been tracking salvage industry trends and collecting salvage commodity prices reported by member agencies. During this session, results of various surveys will be reported, including key salvage industry trends and competitor activity. Participants will be encouraged to collaboratively develop strategic and operational recommendations to facilitate maximizing value-per-donation and combating proliferation of competitors for salvage commodities.

As a result of this session, participants will:

  • Learn about key macro-economic trends in the salvage industry.
  • Hear about pricing trends of salvage commodities based on industry data and data reported by member agencies.
  • Develop best practices and strategies to enhance Goodwill’s position relative to headwinds from competitors.

     

10:20 am - 11:00 amBuilding a Safety Conscious Culture: A Behavior-Based Approach
This session will focus on strengthening and protecting the Goodwill brand by establishing a results oriented safety conscious culture which extends throughout all levels of the organization. Starting at the top involves placing "safety first" as a guiding principle to drive strategic planning day to day operations. Realizing positive results demands an active partnership with all employees and stakeholders. Executives and managers of operations, retail, finance and risk management will find this interactive session both stimulating and informational and will leave the session armed with a toolbox of proven practices and ideas to adapt and replicate.

As a result of this session, participants will:


  • Learn about Behavior-Based Safety and why it makes a difference in the lives of your employees and the results of your operations.
  • Learn how you can facilitate a joint partnership to produce a well-integrated and comprehensive safety conscious culture.
  • Learn about promising practices that have yielded positive results in protecting assets, reducing risks and strengthening safety programs at local Goodwill member organizations.

 

10:20 am - 11:00 amOnline Fundraising
Session description under development
10:20 am - 11:00 amBring Your Own Device (BYOD)

Have you already initiated BYOD at your organization?  Do you have the proper security and policies to support this initiative?  We will discuss supporting BYOD and how this has impacted your organization.  If you have not yet taken the plunge, we will provide examples of what works and pitfalls to avoid.  Sample policies and reimbursement considerations will also be covered.  


10:20 am - 11:00 amHot Topics in Federal Contracts

Presented by Margaret O’Brien and Laura Walling

This presentation will focus on the latest challenges and opportunities faced by contractors including:    

  • OFCCP rules and regulations
  • AbilityOne modernization
  • Special Wage Certificate (FLSA Section 14c)
  • Sequestration Impact

11:00 am - 11:20 amTransition/Break
11:20 am - 12:00 pmAdvances in Goodwill DGR Market Analysis and Site Selection Tools
The Goodwill DGR location footprint looks much different today than it did even five years ago. Recognizing how quickly the “low hanging fruit” growth opportunities are disappearing, GII has taken steps to provide the membership with more robust market planning and location analysis capabilities. With fewer “easy” location decisions remaining across US markets, Goodwill must become more strategic and more accurate in its market planning and site location decision-making. This session will provide an overview of an initiative at GII designed to enhance Goodwill’s market planning and location analysis capabilities. This session is valuable to individuals interested in using data and analysis to make informed location decisions.

11:20 am - 12:00 pmCorporate Partnerships Part One: Building Your Approach
Across the enterprise, Goodwills are challenging the partnership status-quo: seeking new ways to engage existing partners and building integrated teams that align the brand, mission and business expertise in order to cultivate deeper, multi-faceted partner commitments. If you're agency seeks "more" from its partnerships, or wishes to break into the space, this session is for you. This session complements the discussion and learning experience for cohort 13 on partnerships and business engagement.
Facilitated by: Sara Huber, Manager of Cause Partnerships, GII


• Insights on the evolving nature of corporate and nonprofit engagement - where we're heading and how your bottom line can benefit from more strategic, mutually beneficial relationships.
• Discussion on how to build this strategy internally, from identifying your team, setting realistic goals, and tracking your progress against other Goodwills building and refining similar processes.
• A roadmap to help you envision what this looks like at your Goodwill, along with turn-key resources to make it happen.
11:20 am - 12:00 pmSharePoint Best Practices
In this session, we will walk through an initial SharePoint implementation at Goodwill, which included poor information architecture and navigation, poor search results, and other problems. Then, we will outline our new and improved intranet that solved the “I can't find it!” complaint.

Gain a better understanding of how to implement SharePoint Pain points discussion High-level project milestones Go live and lessons learned from an actual deployment
11:20 am - 12:00 pmMission Integrated Business Revenue Opportunities
Tim Ligon CPA, Chief Financial Officer, Goodwill Middle Georgia & the CSRA - Macon, GA
John Doramus CPA, Vice President, Finance, Goodwill Industries of Southwest Florida, Inc.
Dan O'Rear, CFO, Discover Goodwill of Southern and Western Colorado

Mission Integration occurs in many ways within Goodwill, but it can also be an opportunity to create new revenue streams. As grant monies diminish, looking for non-traditional business revenue sources can not only bring in more revenue, but also be part of your mission integration strategy. Three Goodwills will present their strategies for accomplishing both mission integration and revenue diversification including school revenue; vending company operation; and fee-based mission services.

 

As a result of this session, participants will:

  • Explore the concept of mission integrated business revenue opportunities.
  • Learn about three specific business revenue projects in Goodwills
  • Understand the significance of new revenue sources tied to mission

 

11:20 am - 12:00 pmOn Air: Technology for Real-Time Events
In this session, attendees will find out how to engage with Goodwill supporters in real time through the use of Google’s free Hangout and Hangout on Air platforms. Host a private video conversation between up to 10 people in a Hangout or use Hangout on Air to instantly broadcast your conversation to a public audience. Join this session to learn how to get started, including technological requirements and best practices for executing and promoting your event.

• Learn about Google’s Hangout and Hangout on Air platforms
• Understand use cases for this free technology at your own Goodwill.
• Identify the best ways to convince your colleagues to use and love this technology


Participants can get acquainted with the tool at the following links: Google+ Hangouts: http://www.google.com/+/learnmore/hangouts/ Google+ Hangouts on Air: http://www.google.com/+/learnmore/hangouts/onair.html
11:20 am - 12:00 pmFrom Good to Green to Great--- the Roadmap to Sustainable Fleet Management

Transportation and logistics are critical but often overlooked links in the donated goods retail supply chain. This session explores the significance of a well-tuned transportation system by taking a broad look at how sustainable practices within fleet management create an opportunity to improve usage while reducing expenses and the environmental impact.  

    

This session will begin with a discussion of the findings from a Senior Leadership Capstone project focused on sustainable fleet management as the Goodwill® enterprise moves toward accelerating donation growth and the development of a sustainability roadmap.  Bryan Avery, Director of Operations, Goodwill Industries of Southwest Florida (Ft Meyers), will then highlight best practices in support of the Capstone project findings.

 

The session will review existing technologies, discuss fleet metrics, and address and showcase best practices. It will also provide recommendations and opportunities for discussion and knowledge sharing within the Cohort setting.

 

Technologies + Fleet Metrics + Best Practices = A Greener, More Efficient Retail Fleet

 

As a result of this session, participants will:

 

  • Understand the value of sustainable management practices within their organizations transportation department.
  • Learn about technologies and best practices that could benefit your green fleet management efforts
  • Obtain tools and knowledge that will enable you to improve usage and reduce expense as well as environmental impact


11:20 am - 12:00 pmEffective Strategies for Engaging Hispanics
You’ve got your market research data in hand, and know that the Hispanic audience is large on your radar. Experts in Hispanic outreach will lead us on this tour of cultural preferences, characteristics and behaviors that are relevant to your marketing and promotional initiatives.

You will learn:

• What are down and dirty facts that can be easy wins for tailoring your outreach.
• How cultural sensitivities can be strengthened and supported internally across your organization.
• How we can begin to think of Hispanics as a part of the Goodwill family.
11:20 am - 12:00 pmQuality Work Environment and Employee Research System Initiatives: A Means to Improve Your Programs for People with Disabilities
Larissa Timmerberg, Director, Quality Work Environment , SourceAmerica (formerly NISH)

The Quality Work Environment (QWE) Initiative is designed to expand areas of capability and share your agency’s best practices with others. By participating in QWE, Goodwill’s have the unique opportunity to perform a self-assessment and then develop a strategic action plan. Strengths and weaknesses in the following areas are discussed in the process: productivity, wages, assistive technology, work of choice, employee growth, community and educational linkages, and workplace supports. The Employee Research System (ERS) is a data collection system that tracks individual employees with disabilities over time. ERS data is used to advocate, support and learn about employees with disabilities. The charted results allow a Goodwill agency to market their program in easily explainable means rather than anecdotally. Learn more about the opportunities included in both such as grants available to improve your programs and assist in the implementation of these exciting initiatives.


 

11:20 am - 12:00 pmTurn your Shoppers, Donors, and Followers into Advocates
Adam Stiska, Director, Online Media, Goodwill Industries International
Laura Walling, Director of Advocacy and Legislative Affairs, GII

Presented by Adam Stiska, Online Media Manager and Laura Walling, Director of Advocacy & Legislative Affairs, GII

From program structure to social media and calls to action, this session will provide tips on how you can harness the power of your stakeholders to spread your advocacy message.


12:15 pm - 1:30 pmMicrosoft Office 365 and Lync - Luncheon
12:15 pm - 1:30 pmMarketing Luncheon
12:15 pm - 1:30 pmHot Topics in Finance Luncheon
12:15 pm - 1:30 pmDGR Luncheon
1:40 pm - 2:20 pmHow Can Celebrities and Media Opportunities Help You Reach Your Peeps?
Beyoncé. Need we say more? Celebrities bring big opportunities for free publicity but choosing the right local celebrity, who combines passion for Goodwill’s mission and strategic outreach capabilities, is key. Learn more from Goodwill Industries International’s celebrity spokespersons, Evette Rios and Lorie Marrero, on how to choose and manage that celebrity relationship.

1:40 pm - 2:20 pmBenchmarking using DGR Critical Performance Factors
Have you wondered whether you are drawing maximum value from your donations and existing retail footprint, or how you compare against your neighboring Goodwills? Have you also wondered whether your agency’s retail program performance is related or limited by the population or size of your territory? Do you know whether you are positioned to grow your business, and if not, what you can do to prepare? The eight critical performance factors can help you answer these questions and many others to facilitate management of your donated goods retail enterprise’s operations and growth.

1:40 pm - 2:20 pmAftermarket Case Study: Climbing the Mountain to Sustainability and Maximizing Donation Value
Ryan Gleason, Director of Operations, Goodwill Industries of Silicon Valley - San Jose', CA
A number of Goodwills are ‘moving up the sustainability mountain’ with their creative aftermarket programs, while maximizing donation value. Sustainability is a key focus area for the GII strategic plan, and many of our members have made huge strides in keeping unsold donations out of landfills while increasing revenues and creating jobs. This session will feature successful aftermarket strategies including the use of outlets, vendor management, and other waste reduction efforts.

Ryan Gleason, Director of Operations, Goodwill Industries of Silicon Valley (San Jose) will provide a case study from his Goodwill that demonstrates waste reduction strategies, trash reduction, through a successful outlet and creative business line strategies.


As a result of this session, participants will:

 

  • Gain insight into aftermarket best practices for business growth, value recovery and waste reduction.
  • View a successful Goodwill aftermarket/outlet/waste reduction case study.
  • Understand how sustainability can be a driver for cost savings, additional revenue, and job creation.

 

1:40 pm - 2:20 pmMobile as a Catalyst for Your Goodwill
By 2014, many experts predict that mobile will eclipse desktop computing as the primary means that individuals access the Internet. Already, more people use mobile apps than websites, and tablet sales will soon exceed the sale of desktops and laptops combined. Mobile is key to any Goodwill and, mobile technologies enable your organization to build online financial revenue, grow and retain your constituent base, increase your reach and engagement, and influence public policy. This session will discuss the strategies and tools to transition your organization to a mobile-first approach, including tips for organizations already involved in mobile including, how to build a strategic mobile roadmap, how to make the appropriate architecture assessments for your mobile tools, and how to embrace mobile trends. As an outcome of this session, you will also understand what ways you can leapfrog ahead of your competition by making strategic investments in staff and technology.

1:40 pm - 2:20 pmEffective Strategies for Youth Outreach
Join us for this ‘popcorn style’ discussion among Goodwill professionals that have designed strategies for reaching out to young shoppers and program participants.

1:40 pm - 2:20 pmIRS Audits - Survival Strategies
Tony Van Slyke CPA, Chief Financial Officer, Goodwill Houston
Sherry Hines, Vice-President Finance , Goodwill Industries South Central Virginia
Charles Tate CPA, MS, Managing Partner, Tate and Tryon - Washington, DC

Some members are undergoing IRS audits or have been notified that they will undergo an audit by the Internal Revenue Service and some members have recent experience with IRS audits. Hear from two Goodwill members, a large and small Goodwill perspective, about their experience. They will share their some tips and lessons learned. An experienced CPA from outside of Goodwill will moderate the discussion and offer professional advice.

 

As a result of this session, participants will learn the following:

  • Learn about the experience of two Goodwill members with an IRS audit
  • Gain understanding of how to prepare for an IRS audit
  • Learn about professional CPA advice on an IRS audit

 


1:40 pm - 2:20 pmCentralized Purchasing
Merle W. Roberts CPSM, C.P.M.

On the one hand, Purchasing professionals might make the case that by centralizing purchasing, their organization can secure lower prices through consolidated buying power, standardizing the purchasing processes, and ultimately lowering accounting and inventory carrying costs. 

On the other hand, Managers in a decentralized environment might make the case that the lack of “red tape” enables them to do their jobs more efficiently - enabling them to get what they need when they need it without waiting for another functional area to acquire it.

There is a third case that might also be made regarding the benefits of a hybrid approach. This infrastructure centralizes the purchases of goods and services used throughout the organization and at its various locations but provides for local control and purchase of unique, specialty or critical interest items at individual locations.

This session will explore the pros and cons of the centralized, decentralized and hybrid approach to purchasing. The facilitator will provide information, which the audience can use to assess which type of purchasing organization may work best for their Goodwill. The session will also include a recipe for effectively converting an organization from a decentralized infrastructure to a centralized/decentralized (hybrid) infrastructure.


1:40 pm - 2:20 pmPoint of Sale

Out-of-the-box solutions can work for many Goodwill organizations, but in some cases professional analysis and implementation should be considered. Security is an obvious concern and needs to be at the top of the list when it comes to making a decision. We will share experiences and discuss what products work well for small, medium and large organizations. Assessing requirements such as integration with existing solutions, the ability to communicate with multiple locations and custom reporting and scalability are some examples of what will be covered.



1:40 pm - 2:20 pmDGR Shopper Loyalty Program
Kent Kramer, Senior Vice President and Chief Operating Officer
Eric Schlegel, Vice President, Retail Operations, Goodwill Industries of Central Indiana, Inc.

You see them everywhere…various loyalty card programs which offer you incentives and discounts to shop.  How does a loyalty program fit the Goodwill Model?  Hear how Goodwill Industries of Central Indiana designed their program and what results they have seen.  In just under two years they have captured almost 400,000 shoppers in their database.  Hear Eric Schlegel (Vice President of Retail Operations) and Kent Kramer (Senior Vice President, Chief Operating Officer) talk about their shoppers’ behaviors and what incentives they are using to drive results. 

Topics covered will include:

  • Why did they decide to start a loyalty program?
  • What obstacles did they face as they were building their loyalty program?
  • How did they roll out the program and market it?
  • Results to date and bottom line impact
  • Future plans for the initiative

As a result of this session, participants will:

  • Learn reasons for implementing a loyalty program
  • Understand key mechanics of operating a loyalty program
  • Learn of key strategic partners (internal and external) needed to roll out a successful program
  • Hear a case study of a successful program including what has worked and what has not

2:00 pm - 6:00 pmMarketplace Tradeshow - Exhibitor Set Up
2:20 pm - 2:40 pmTransition/Break
2:40 pm - 3:20 pmIT Security - PCI Compliance and HIPAA

In this session we will discuss IT specific policies that need to be considered, end user security, network and server security, on-going Security Awareness training and physical security.  We will provide best practice examples for handling sensitive information based on job responsibilities and then delve into a more technical discussion of assessing your current IT environment and developing a strategy to address your findings. 


2:40 pm - 3:20 pmCombatting Unattended Donation Bins
Laura Walling, Director of Advocacy and Legislative Affairs, GII
Charlene Sarmiento, Senior Public Relations Specialist , GII

Presented by Charlene Sarmiento,  Senior Public Relations Specialist and Laura Walling, Director of Advocacy & Legislative Affairs

Goodwills have seen an increase in the number of unattended donation bins being placed throughout their territories.  This presentation will focus on ways in which agencies can expand their offense to include a targeted approach with donors and legislators.


2:40 pm - 3:20 pmDonated Goods Retail Operations: Managing By the Numbers
Brian East, senior Director of Retail Operations, Goodwill of North Georgia
Organizations frequently review the eight critical performance factors (CPFs) to benchmark against other organizations. Likewise they may also review other organizational metrics at a high level and only periodically. If you are curious how some CPFs and key metrics such as Donor Value can be used on a daily basis to manage donated goods retail operations then this is the session for you. Join Goodwill of North Georgia’s (Atlanta) Sr. Director of Retail Operations, Brian East, for an informative discussion on how his team uses key metrics to manage the day-to-day operations of a $100+ million donated goods operation.

2:40 pm - 3:20 pmImplementing a New Goods Program
2:40 pm - 3:20 pmEmbracing Corporate Volunteerism – Don’t Miss the Opportunity!
This session will offer attendees a framework to weave corporate volunteerism and employee engagement into their community outreach strategies. We will look at Levi Strauss & Co’s annual Community Day, an employee engagement program with Goodwill, and compare notes about what worked and may apply for your Goodwill.
Facilitated by: Sara Huber, Manager of Cause Partnerships, GII


2:40 pm - 3:20 pmCreating a Quality Work Environment—what does it mean and what does it look like? Is it just another thing we have to do—or is it just good business?
The Quality Work Environment (QWE) initiative empowers people who are blind or have other significant disabilities to achieve their maximum employment potential. This is achieved through the implementation of new practices and enhancement of existing practices to improve the quality of the work environment and can be applied throughout your organization. You are invited to a session that will provide the steps necessary for your agency to get involved and make the QWE program a success for the people you serve in all areas of your organization. Learn from a Goodwill member that has completed this, learn how the process worked for them, how it has impacted their organization and most importantly, their employees. It’s not just a good thing—it’s good business!

2:40 pm - 3:20 pmUsing Data as a Foundation for Deeper Engagement in Social Media

In this session, we’ll take a look at the wealth of social media data that can help you better understand your audiences. Sharon Crost, Global Online Marketing/Social Media Manager at Hitachi Data Systems, will lead us through an analysis of social media campaign data, and take a look at some of “big picture” potential of big data.


2:40 pm - 3:20 pmTrain Wreck? Getting Your E-commerce Program on Track for Growth—Panel Discussion
Participate in an interactive forum where attendees drive the conversation to get the answers they need to be successful. Get ideas from two Goodwill e-commerce experts who lead rapidly growing and successful programs. This session will be a discussion focusing on ways to grow e-commerce and make it more profitable. If you are having challenges in growing your e-commerce program, this is a great session for you to get insights from other e-commerce leaders.

Our panelists are slated to be:
• Johnny Cochran, Goodwill of Silicon Valley (San Jose, CA) and
• James Haselden, Goodwill of South Central Wisconsin (Madison, WI)


2:40 pm - 3:20 pmSelection Made Easy

Need a proven process and tools to hire and promote the right people for the right fit? 

RightPath partners with 33 Goodwill’s to reduce turnover in key positions; specifically the Store Manager Role!! 

·         See how Goodwill’s have reduced turnover by an average of 27% in the Store Manager position!

·         Experience a proven tool that is changing the way Goodwill’s interview and select Identify why behavioral talents are so important in successful hires and good fit.   

·         Discover how integrating behavioral interview questions into current hiring processes will lead to a good fit and a win-win in selection.

·         Identify Goodwill Positions currently benchmarked as Store Manager, District Manager, and Employment Specialist, with Case Manager


As part of session attendance, you will have access to a complimentary sample of the behavioral tools discussed in the session (Path4/6).  To receive this $95 assessment for free, attend the session, or email contact@rightpath.com and reference GII Summer Event



3:20 pm - 3:40 pmTransition/Break
3:40 pm - 4:20 pmAchieving Donated Goods Retail Market Dominance: Menasha, Wisconsin, Case Study

Goodwill agencies across the enterprise are focused on growth to meet the GII Strategic Plan goal to double Donated Goods Retail revenue. This session features a case study by Goodwill of North Central Wisconsin (Menasha), showcasing their DGR growth strategy and how they have achieved a 60% used goods market share. Learn about key decisions, milestones, competitive landscape, lessons learned, and what’s next on the horizon.


3:40 pm - 4:20 pmImplementing & Reporting on Holistic ERM and COSO Internal Control Framework
Hear from a non-profit CPA expert about the latest on COSO's Integrated Enterprise Risk Management Framework. This will include and overview of COSO and Publications as well as an overview of overview of COSO’s Enterprise Risk Management (ERM) – Integrated Framework. This session is targeted to Goodwill finance directors and chief financial officers and is designed to provide the most current information on this topic and how it can be used within the Goodwill environment.

3:40 pm - 4:20 pmInfographics: Using Data to Tell Powerful Stories
Infographics – visual representations of information – are a quick and quirky way to convey your Goodwill’s data-rich stories in a powerful way. With the advent of new and easy-to-use online tools, creating infographics no longer requires enlisting the help of a graphic designer. In this session, you’ll learn about what data and information work best in infographics, best practices in design and layout, and the latest tools available for free or at a low cost to your Goodwill.

3:40 pm - 4:20 pmCorporate Partnerships Part Two: Refining Your Approach
Is your agency implementing a collaborative approach with local businesses? Do your partnerships span multiple teams, from social media and fundraising to program services and volunteerism? Have your partnership standards become more selective and sophisticated as a result of your refined approach? If you answered “yes” to any of these questions, this is a conversation you shouldn't miss. During this session, attendees will share their successes and offer insights on how to connect and grow relationships across the enterprise and in partnership with GII. This informal discussion complements the learning experience for the corporate partnership cohort.
Facilitated by: Sara Huber, Manager of Cause Partnerships, GII 

3:40 pm - 4:20 pmLP 101 Planning Your Loss Prevention Program for the First Year
Many Goodwill agencies do not currently have a Loss Prevention program in place. This session is geared to those professionals who do not have a loss prevention program in place at their agency, but who are looking to start one in the future. We will address the possibilities and pitfalls that 1 or possibly 2 agencies have experienced in the startup of their respective programs. Topics will include mindsets of senior management in the decision making process to start and then grow the loss prevention program, the pros and cons of the organizational placement of a new department, bridge building within the organization, what a typical loss prevention department can provide from proactive and reactive points of view, and using new and emerging technologies.

3:40 pm - 4:20 pmMaintaining Compliance with Special Minimum Wage Requirements
Margaret O'Brien, Senior Director, Organizational Strengthening and Accreditation, Goodwill Industries International

Does your organization conduct prevailing wage surveys and worker productivity time studies to ensure compliance with Section 14(c) of the Fair Labor Standards Act?  Do you thoroughly document how each person who is paid less than the minimum wage is disabled for the work he/she is doing?  Are you unsure how to calculate piece rates using acceptable personal, fatigue and delay allowance?  The Special Minimum Wage Certificate is an employment tool that provides work opportunities for persons with significant disabilities who have had limited opportunities in a competitive work setting.  However, over the past several years, there has been increasing concern over inappropriate use of this provision and as a result, increased monitoring by the Department of Labor (DOL).  In order for you to understand what is necessary to be in full compliance with Section 14(c) regulations and to continue to offer employment under the certificate in your retail and contract businesses, you are strongly encouraged to participate in this session.  This session will give you the opportunity to exchange information and give you a better understanding of the Fair Labor Standards Act, Section 14(c). 


Learning Objectives:


                      Review the special minimum wage law

                      Understand the key documentation needed to support compliance with the regulations

                      Discuss common violations identified in recent DOL audits


3:40 pm - 4:20 pmTruth in Reporting Business Case for Mission Integration
Session description under development

3:40 pm - 4:20 pmThe Latest Developments in Technology Based Learning
If you are involved in any aspect of training or communications, this session will inform you of the latest technology developments that can assist you in becoming more effective and efficient. We will address areas such as virtual conferencing, rapid tools for developing training and presentations, how mobile (smartphones) is becoming a major player in the delivery of information, and online communities of practice. Numerous examples of what GII and members are doing in this area will also be discussed. Additionally we will discuss the overall future of learning.

4:20 pm - 4:40 pmTransition/Break
4:40 pm - 5:20 pmThe Latest Developments in Technology Based Learning

If you are involved in any aspect of training or communications, this session will inform you of the latest technology developments that can assist you in becoming more effective and efficient. We will address areas such as virtual conferencing, rapid tools for developing training and presentations, how mobile (smartphones) is becoming a major player in the delivery of information, and online communities of practice. Numerous examples of what GII and members are doing in this area will also be discussed. Additionally we will discuss the overall future of learning.
4:40 pm - 5:20 pmBuilding Your Total Facilities Maintenance Services Capabilities – A Stepwise Process
Now that you’ve made a commitment to the TFMS Line of Business and received your TFMS Tier Rating, it’s time to be proactive in developing additional capabilities and capacity in this line of business. This session will provide you with some tips and tools to help you develop a proactive plan to market your TFMS capabilities in your local marketplace as well as better position yourself to receive a NISH allocation when one is posted.

4:40 pm - 5:20 pmDeveloping a Halloween Program to Enhance Donated Goods Retail Sales
This session is geared for all retail and senior level decision makers in an organization. It will help clarify how to develop a Halloween program using best practices of several member organizations. Topics include; Merchandising for success, sorting for Halloween, adding new goods to your program and creating excitement with your workforce and your customers.

4:40 pm - 5:20 pmHarnessing the Power of Video to Promote Your Stories
Recognizing that people will forget what you tell them, but never forget how you make them feel, this session will explore the unique power of video-based stories to move and inspire your Goodwill audiences. Attendees will learn effective principles of video storytelling, hear about DIY tools to make their stories shine, and find out how to inventory the stories their Goodwill has to tell and how to prioritize those with the greatest impact.

4:40 pm - 5:20 pmHosted IT Services

The size of your organization and technical staffing will play an important part in considering what’s a good fit.  Hosting can provide you with many levels of control and reduce the routine server maintenance and hardware repairs by your staff.  In addition, the expenses are more predictable and manageable since capital expenditures are virtually eliminated.  We will discuss the many options and look to the attendees to be engaged in a lively discussion weighing the pros and cons of hosted IT.   


4:40 pm - 5:20 pmUsing Data For Rural Store Planning & Developing Retail Mission Strategy
This session will consist of an indepth exploration of easy-to-use GII data resources and tools that provide socio-economic data and information to guide retail mission strategy development, as well as planning for outer-lying rural and/or urban market store prototypes. Data resources include the ASR (Annual Statistical Report) and the CAN (Community Needs Assessment). Both provide socio economic data that is specific to individual territories, including territory maps, as well as benchmark data from other Goodwill agencies.

4:40 pm - 5:20 pmThe Helping Leader
Session Description Under Development
6:00 pmSan Jose' Night Out - An Evening at Gordon Biersch Brewery

The Gordon Biersch beer and restaurants were founded in 1987 by Dan Gordon and Dean Biersch. Gordon Biersch is known for their German style lagers brewed according to the strict Reinheitsgebot or German Purity Laws. Dan received his degree in brewing from Technical University of Munich; the most prestige brewing school in the world. In 1997 Gordon Biersch built a state of the art brewery in the Japan Town district of San Jose. You will enjoy a night of brewery tours, beer tasting including tastes of unfiltered beer directly from the lagering tanks, local California wines, and a delicious barbeque meal prepared by Chris Benson proprietor of C.B. Hannigans, a well known and much awarded bay area pub.



08/13/2013
7:00 am - 11:00 amMarketplace Tradeshow - Exhibitor Set Up
8:30 am - 9:45 amTown Hall
Facilitated by Jim Gibbons, President and CEO, GII
9:45 am - 10:00 amTransition/Break
10:00 am - 10:40 amFrom the Mouths of Fans: Social Media Storytelling through User-Generated Content
In this session, hear from local Goodwill communications experts who have successfully engaged their social media followers to contribute user-generated content such as blog posts, photos, videos and more. Panelists will discuss tactics, results and lessons learned from these campaigns and reveal how this content helps tell Goodwill’s retail and mission stories.

10:00 am - 10:40 amContracts Collaboration—Making it Work Across Territory Lines
Think out of the box when considering an opportunity. You no longer need to pass them up because you cannot fulfill all of the requirements. In today’s environment, there is no reason why capacity, knowledge, resources, or experience should be a factor when an opportunity arises in your territory. With the vast resources that are available among the Goodwill members, there is no reason why Goodwill members cannot collaborate together to acquire whatever is necessary to capture these opportunities. Many Goodwill members have utilized the collaboration method over the years to acquire a contract that would have been impossible without this type of agreement. The recent collaboration between Richmond, VA, and Charleston, SC, is a great example of how the collaboration method can work. Don’t miss this opportunity learn about this approach and a different way of thinking to possibly expand the way you are currently doing business.

10:00 am - 10:40 amCashing in on Benefits by Building Strong Partnerships between DGR and Asset Protection
Jackie Halleen, Vice President - Retail Operations, Goodwill of Central Arizona - Phoenix, AZ
Dolan LeVeen, irector of Asset Protection, Goodwill of Central Arizona - Phoenix, AZ
This session will focus on protecting and strengthening Goodwill’s resources and assets by establishing a strong and productive relationship between asset protection/loss prevention and retail operations. Executive leaders and managers of operations, retail, risk management and asset protection will find this interactive session both stimulating and informational and will leave the session armed with a renewed interest in building partnerships to reduce loss, increase productivity and strengthen success.

10:00 am - 10:40 amCapitalization and Retail Growth Loan Fund
In an effort to accelerate expansion of the Goodwill social enterprise model, and thereby growing our ability to meet community needs and create jobs, GII has committed to creating a capitalization mechanism. Growing the donated goods retail footprint of Goodwill stores is critical to growing our mission and serving our communities. One key to growing the donated goods retail footprint is access to capital. Don’t miss this opportunity to learn about a new capitalization opportunity.

10:00 am - 10:40 amCrisis Communications

Crisis communications can present challenging situations from a public relations, branding and employee communications perspective.  What you will take away from this session:   How to best plan for a crisis before it begins; The role of employee communications during a crisis and  Managing the media throughout a crisis

10:00 am - 10:40 amSecurity Assessments

In this session we will discuss the impact of security audits and approaches for handling analysis and remediation.  We will cover why security controls must be integrated into any new design or implementation.  Most of us have all been faced with sifting through the documentation provided from an assessment, but how successful are we at addressing the remediation items?  In most cases, management has the ultimate say in allocating the necessary resources to correct the security gaps or simply accept the risk based on information provided.  This will ultimately dictate your timelines and what you are able to accomplish.  Learning from each other’s experiences will help us refine the process and become more successful.     


10:00 am - 10:40 amList Building Practices
Session description under development
10:00 am - 10:40 amChecking Under the Hood. Tools to Steer Your Supply Chain
Dave Martyn, Director of Logistics, Goodwill Industrties of Northwest NC (Winston/Salem)
Transportation and logistics are critical but often overlooked links in the donated goods retail supply chain. This session explores the significance of a well-tuned transportation system by taking a deeper dive into some of the tools used to efficiently manage a sustainable fleet. Dave Martyn, Director of Logistics with Goodwill Industries of Northwest North Carolina, Inc. (Winston-Salem) will discuss some of the specific tools used to efficiently manage his transportation department in both an urban and rural setting. Systems showcased include Global Positioning System (GPS) for tracking and routing vehicles; time keeping systems; and fuel management systems. These tools are keys as the Goodwill® enterprise moves toward accelerating donation growth and the development of a sustainability roadmap. Technologies + Fleet Metrics + Best Practices = A Greener, More Efficient Retail Fleet

10:00 am - 10:40 amProfiles of Mission In Retail
This will be a cafeteria style session profiling best practices of three agencies that employ differing and successful models for mission integration in retail. Participants will rotate between three presenters to learn their strategies for implementation, potential pitfalls and best practices. Topics discussed will include co-location of services, transitional job programs, campus located stores and begin-at-home strategies.

You will:

• Identify successful models to integrate mission services in retail enterprises.
• Understand key components of successful mission and retail service colocation.
• Develop an action plan to integrate or enhance mission activities in Retail.

11:00 am - 12:30 pmCohort Meetings #2
12:30 pm - 5:00 pmMarketplace Tradeshow

Network with over 120 organizations and discover up-to-date information on the latest industry trends and solutions for your retail, IT, operational, finance, contracts/operations, business development, human resources and marketing needs.


5:00 pm - 6:00 pmInspire - DGR Recognition Reception

Come pop some tags, look for a come-up and join your colleagues for a fast paced fresh approach to recognizing the best of the best at the Donated Goods Retail Recognition Reception.  We will honor accomplishments of 2012 by celebrating and being inspired by the champions as they share their stories of how they got there, what it took to get there, and what your agency might do to reach new heights.  We sell their granddads clothes and we are incredible – this is gonna be flipping awesome!!!  Appetizers and drinks will be served during the reception.


6:00 pmEvening open for Activities and sponsor dinners

08/14/2013
8:15 am - 9:00 amGoodwill Turnaround Story
Presented by Michael Fox, President and CEO and Chris Baker, Chief Financial Officer of Goodwill Industries of Silicon Valley

9:10 am - 9:30 amTransition/Break
9:15 am - 10:15 amTrademarks, and Logos and Infringers - Oh My!

Join GII General Counsel Judy Branzelle  for a robust conversation about GII trademarks and what Goodwill®  marketing professionals need to know about brand protection. Share challenges our marketing departments face across the enterprise regarding Goodwill trademarks, and your suggestions. 

9:15 am - 12:15 pmGoodwill Tour
9:15 am - 12:15 pmNew Market Tax Credits Workshop
John Doramus CPA, Vice President, Finance, Goodwill Industries of Southwest Florida, Inc.
Eric Rosen, SunTrust Community Capital
Doug Lamb, Partner, McGuireWoods LLP

The GII Summer Conference New Markets workshop will focus on working with Goodwill organizations to help you secure qualification and NMTC allocations for your new projects. With the assistance of a number of CDE’s, New Markets Attorneys as well as funding banks, you will meet individually with these industry experts to initiate the process of securing an allocation of tax credits for your project. Additionally, you will be given assistance in identifying changes needed to improve your opportunity to receive NMTC allocations. You will also be introduced to other geographically similar projects so you can meet the industry funding minimum requirements. This is a hand’s on workshop designed to secure approval for much needed mission projects throughout our Goodwill organizations.

 

As a result of this session, participants will learn the following: 

  • Meetings with individual project applicants to review the eligibility of each project 
  • Learn what credits are available for your project
  • What other federal and state funding is available
  •  Review of the financial requirements for funding and project completion

9:15 am - 12:15 pmTerritory Maximization Workshop: Tools, Methods, and Case Studies for Increasing Donated Goods Retail Market Share
This workshop is intended as a “how-to guide” to help you plan your Goodwill’s donated goods retail expansion plan. You will hear from fellow Goodwill retail leaders as they share successful strategies for growing and optimizing their retail networks. The workshop will feature two case studies: a smaller Goodwill on a path to double its DGR market share and a larger Goodwill that will share key decisions, milestones, and lessons learned while achieving 60%+ market share. In addition, Kyle Stewart (GII Market Analyst) will highlight available tools to aid in the identification of store and ADC opportunities. You will also get a sneak peek at market planning tools that are “coming soon” and available to members in 2013/2014. This session is targeted to retail professionals and other leaders involved in retail and market expansion.
9:15 am - 12:15 pmDynamics of Mission Integration In Retail Workshop
This workshop is intended to build and highlight tools, resources and best-practices that enhance integration of mission into social enterprise operations while preserving productivity and profitability.

Topics of discussion include:
• Defining mission integration
• The business case for mission in retail
• Spectrum of activities AND self-assessment tools
• Review of community needs assessment data sources relative to retail store planning
• Potential performance measures review
• Practice pitch to leadership for mission integration strategic planning Format will be highly interactive with expected brainstorming


9:15 am - 12:00 pmDesigning Sustainability into Goodwill’s Future: Making the Business Case

Sustainability is a hot topic – and it is becoming commonly accepted that it is something that is worthwhile and beneficial for Goodwills to do, from a mission, financial and environmental standpoint.

 

Currently, many Goodwills are focusing on different aspects of sustainability, such as conducting a lighting retrofit, benchmarking their data via Energy Star Portfolio Manager, implementing the 14 Goodwill Green Guidelines, developing ‘green’ fleet management processes or using the sustainability plan template to craft and crystalize their sustainability effort. There is, however, the need for bringing these tactical elements together into a framework that facilitates a strategic organization-wide approach.

 

So what is the business case for implementing sustainability organization-wide? How can you make that case at your Goodwill – especially if this is not within your job description? What if your Goodwill is already taking some actions in that direction? How can Goodwill be profitable, do mission and have a positive impact on the environment?

 

This interactive workshop will provide tools to help you make the case for implementing sustainability organization-wide at your Goodwill. The workshop features Goodwill members that have already incorporated or are in the process of incorporating sustainability into their organizational strategy, as well as members who are excelling in reducing their waste to landfill and energy use.

 

The first part of the workshop will feature a panel of your peers who will share how they made the business case to management and their Board, and recount their journey to getting to where they are today. The second part will showcase best practice examples from fellow Goodwills in waste and energy. The third part will provide an interactive opportunity to share best practices and address your priorities and challenges in this important area.

 

The workshop will also provide recommendations and opportunities for discussion and knowledge sharing within the Cohort setting – whether you are participating in the sustainability cohort or another cohort.

 

As a result of this session, participants will:

 

  • Obtain ways to make the business case for sustainability from Goodwills that have successfully done so
  • Learn about best practice approaches to waste reduction and energy efficiency
  • Identify their top priorities and challenges  as it relates to sustainability
  • Share best practices and network with peers

 

9:30 am - 10:30 amBuilding an Agile Team
Session Description Under Development

9:30 am - 10:30 amDesktop and Server Virtualization
We will discuss the benefits with respect to quicker desktop and server deployments, reducing resources needed to support remote users, lower licensing costs, ease of applying patches and updates and tighter security over what the user can access.  We will have an SME on hand to explain how to plan and budget for a virtualized environment and answer questions related to current implementations.              

9:30 am - 10:30 amFrom Paper to Portal: How Goodwill of North Georgia Created An Online Donation Tracker - Part I
Elaine Armstrong, Director of Public Relations, Goodwill of North Georgia
Brian East, senior Director of Retail Operations, Goodwill of North Georgia
Kunal Vyas B.S., M.S., MCSD, Senior Director, Technology

With more than 2 million donors each year, Goodwill of North Georgia (Atlanta) was looking for a way to give it’s donation receipt process a facelift and create a method to connect with its donors. After searching for an off-the-shelf solution, the team realized what they really needed was a custom solution to a common Goodwill® issue. Bringing together the expertise of its donated goods, IT and marketing teams, the agency created its online Donation Tracker. The web-based system allows donors to receive their donation receipts electronically, keep track of each donation they’ve made and receive a year-end summary come tax time. It has also made the donation transaction process more efficient, helps maintain accurate donor counts and gives the Goodwill a self-generated donor database.

 

Join members of the Atlanta Goodwill’s Donor Services, Information Technology, and Marketing teams as they have a panel discussion about how they took their donation process from paper to portal

 

As a result of this session, participants will:

  • See a “live” demonstration of Atlanta’s online donor tracker system and equipment.
  • Learn how a cross departmental team works together to launch a project that impacts the entire organization.
  • Learn about the multiple uses for the donor data collected.

Learn how Atlanta communicated the launch of the system internally and externally.

9:30 am - 10:30 amKey Elements of Contract Administration & Risk Management for DGR Professionals

The process of managing vendor solicitation, contract negotiation and execution brings with it risk and exposure including potential financial loss, underperformance and general liability. During this session the presenter will discuss best practices in systematic contract management and administration processes to mitigate risk and maximize return on investment. Topics discussed will include baseline process management, visibility and transparency, awareness, insurance, communication and documentation.

9:30 am - 10:30 amRepairing Fragmented Operations and Building Safety Systems that Work
This session will focus on repairing and building systems throughout the Goodwill operation to protect people and build operational assets. The presentation will explore risks that persist throughout the Goodwill enterprise and discuss solutions that have yielded positive results. Particular attention will be given to highlighting examples within donated goods, retail and contracts. Executive leaders, managers and other employees in contracts, donated goods, retail, risk management and asset protection will find this interactive session both stimulating and informational and will leave the session armed with a renewed interest in assessing current systems to better protect employees and other physical assets.

10:30 am - 10:45 amTransition/Break
10:45 am - 11:45 amBusiness Continuity and Disaster Recovery

This session will cover what it takes to develop, deploy and maintain a DR site.  We will discuss various topics ranging from hosted vs managed IT services and maintaining critical functionality to what is an acceptable amount of downtime while in recovery mode.  We will also discuss the need for a well-documented business continuity plan to ensure you are prepared for a major outage, which will allow you to proactively set realistic expectations for affected staff and customers.   

10:45 am - 11:45 amFrom Paper to Portal: How Goodwill of North Georgia Created An Online Donation Tracker - Part II
10:45 am - 11:45 amRetail and Loss Prevention Partnership
This session will focus on how retail and loss prevention teams can work together to develop, train, and implement policies and procedures. The session will highlight an asset protection department that has a wide range of retail background experience necessary to support the continued growth of the retail department and the organization.

The session will cover the following aspects of the partnership:

• Investigating internal/external theft
• Emergency Preparedness
• Financial/Security Audits
• Overage/shortage investigations
• Customer Accidents/incidents follow-up
• Video surveillance and monitoring
• Site monitoring

10:45 am - 11:45 amDiversity and Inclusion
Session Description Under Development

11:45 am - 12:15 pmTransition/Break
12:15 pm - 1:30 pmFinal Meeting in Cohort
1:30 pm - 4:30 pmGoodwill Tour
1:30 pm - 4:30 pmKaizen Methodology Workshop
An interactive workshop designed to help participants understand two successful production models used by Goodwills (Portland OR and Milwaukee WI) and see virtual tours on each model in action. Q&A time will be set aside to help participants understand which model might be the right fit for their Goodwill. Participants will go through various exercises and breakout sessions during the workshop to understand important components of lean processing. Participants will learn how to create a process map and work instructions, as well as understanding components of 5-S workplace organization.

Topics and exercises will include:
• Learn concepts with one-piece-flow using Legos
• Understand workstation layouts
• Value stream mapping exercise
• Gain an understanding of what a balanced production model is and what formula Portland uses to manage it.


1:30 pm - 4:30 pmReal Estate Contract and Financing Workshop
This highly interactive session is intended to enhance retail commercial real estate development general acumen among Goodwill professionals responsible for development and expansion of their agency’s retail footprint. Participants will hear from subject matter experts on contracting and financing specifics, as well as best-practices from fast growing Goodwill agencies with aggressive growth strategies.

As a result of this session, participants will:

·         Understand key elements of real estate contract documents.

·         Learn about the different financing mechanisms employed by Goodwill member agencies, their impact on cash-flow and balance sheets.

·         Explore different forecasting mechanisms to use as a basis for proforma income projections for new stores.

·         Learn how to apply risk/reward analysis to different financing models they explore in the future.

·         Hear perspectives and best practices on new store development, financing and growth planning from other Goodwill professionals as well as real estate/financing professionals.

 

5:00 pm - 10:00 pmExcursion to San Francisco

Enjoy a customized tour that features many of the famous landmarks and highlights of San Francisco, including Fisherman’s Wharf, Union Square, Nob Hill, Chinatown, North Beach, the Haight-Ashbury, Golden Gate Park, Golden Gate Bridge and/or other areas as desired.  Stops for snacks, shopping, and dinner at Fisherman’s Wharf/Pier 39, Union Square and/or the Ferry Building Gourmet Marketplace will be included during the tour.
Buses will depart San Francisco back to San Jose' at 9:00 p.m. sharp.


Fee: $50.00