Loading…
The Winter Innovation Summit is the premier cross-industry event in social impact, innovation, and investing. This year’s Summit will bring together policymakers, funders, nonprofits, and social entrepreneurs to explore the future of social innovation across the globe. Join us for the latest breakthroughs in social impact, innovation, and investing; ski the greatest snow on Earth; and experience the 2018 Sundance Film Festival.

Log in to bookmark your favorites and sync them to your phone or calendar.

Wednesday, January 24
 

7:30am MST

Registration & Breakfast
Registration will be held at the front entrance of Libby Gardner Hall. 
Breakfast will be held in Thompson Chamber Music Hall.
You must have your Summit name badge in order to enter Thompson Chamber Music Hall. 


Wednesday January 24, 2018 7:30am - 8:30am MST
Libby Gardner Hall

8:30am MST

Welcome Address
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Sir Ronald Cohen

Sir Ronald Cohen

Chairman, The Portland Trust and Global Social Impact Investment Steering Group
Sir Ronald Cohen is Chairman of the Global Social Steering Group for Impact Investment and The Portland Trust.  He is a co-founder director of Social Finance UK (2007-11), Social Finance USA, and Social Finance Israel, and co-founder Chair of Bridges Fund Management and Big So... Read More →
avatar for Jim Sorenson

Jim Sorenson

Founder, Sorenson Impact
James Lee Sorenson provided the David Eccles School of Business at the University of Utah with a $13 million gift in 2013 to create Sorenson Impact, with the mission of cultivating impact investing expertise in students. Jim plays an active role in setting the Center’s direction... Read More →


Wednesday January 24, 2018 8:30am - 8:40pm MST
Libby Gardner Hall

8:40am MST

Philanthropic Big Bets
Session held in Libby Gardner Concert Hall.
Significant societal transformations are possible when philanthropists and investors act with urgency and balance the tendency to let caution be their guide. Material investments in bold ideas can change the world in leaps, rather than in incremental steps. While many want to move the needle on critical issues, few make a leap to invest in a big bet. Our panelists and their companies are among those few. Learn how they found breakthrough opportunities to invest in ideas that change the world and why Big Bets are more important than ever.”

Speakers
avatar for John Balbach

John Balbach

Associate Director, Impact Investments, MacArthur Foundation
John brings more than twenty years of diverse experience across the nonprofit sector, large corporations, early-stage ventures and public-private partnerships to this role. Prior to MacArthur, he was integral to Silicon Valley Bank establishing a strong Seattle presence, and he led... Read More →
avatar for Kimberlee Cornett

Kimberlee Cornett

Director of Social Investments, The Kresge Foundation
As managing director of The Kresge Foundation’s Social Investment Practice, Kimberlee Cornett works closely with the foundation’s program teams to make capital and financing available to organizations working on key, strategic priorities of the foundation. She identifies capital... Read More →
avatar for Benjamin Kerman

Benjamin Kerman

Senior Fellow and Advisor for Strategy and Impact, Community Foundation for Greater Buffalo
Leader in using human and organizational development practices, strategic learning tools, and rigorous program evaluation to improve outcomes for vulnerable children and families.
avatar for Rehana Nathoo

Rehana Nathoo

VP, Social Innovation, The Case Foundation
As far back as I can remember, I’ve been fascinated with learning. Whether it be new skills or perspectives, I’m most intrigued by the things I don’t know. That desire has afforded me some of my most exhilarating and challenging experiences, and I hope that journey continues. Rehana... Read More →
avatar for Fraser Nelson

Fraser Nelson

Director of Strategic Partnerships, Sorenson Impact
Fraser Nelson is Director of Strategic Partnerships at Sorenson Impact, where she facilitates social impact and innovation projects throughout the United States. Prior to joining Sorenson, she served as the first Director of Data and Innovation for Salt Lake County Mayor's Office... Read More →


Wednesday January 24, 2018 8:40am - 9:20am MST
Libby Gardner Hall

9:20am MST

Catalyzing Private Impact Capital – Lessons from Emerging Market Development Finance
Session held in Libby Gardner Concert Hall. 

Speakers
avatar for ​​​​​​​​​​​​​​David Bohigian

​​​​​​​​​​​​​​David Bohigian

Executive Vice President, Overseas Private Investment Corporation​​​​​​​
David Bohigian was appointed by President Donald J. Trump as the Executive Vice President of OPIC and joined the agency in August 2017.Mr. Bohigian has extensive experience in both the public and private sectors. Before joining OPIC, he served as the Managing Director of Pluribus... Read More →
avatar for Fran Seegull

Fran Seegull

Executive Director, US Impact Investing Alliance
Fran Seegull is Executive Director of the US Impact Investing Alliance. Its mission is to champion the power of impact investing in the United States and foster deployment of and demand for impact capital across asset classes globally. The alliance partners with stakeholders, including... Read More →


Wednesday January 24, 2018 9:20am - 9:40am MST
Libby Gardner Hall

9:40am MST

Impact Investing in Natural Disasters: Optimizing Resiliency and Equity
Session held in Libby Gardner Concert Hall.


If the impact investing community takes one thing from Abraham Maslow, it should be this: people have no chance of fulfilling their higher d-needs (social belonging, self-esteem, self-actualization) if their basic needs (food, water, shelter and economic security) are not met. Sadly far too many people on this planet find themselves without this chance – and that number is exacerbated by the seemingly increasing frequency and intensity of natural disasters.
 
Almost one and a half million people have died in natural disasters over the past 20 years. This is a waste of life; a waste of potential – and it’s not limited to so-called ‘developing countries’. Last year alone, 16 different climate-related disasters each cost US citizens more than $1 billion. While it might not be possible to prevent the weather which caused the hurricanes, wildfires, droughts and floods of 2017, it is possible to reduce the physical, economic and social impacts of these events.
 
Reducing the frequency and severity of the consequences of natural catastrophes is arguably the most impactful way for socially-motivated capital to be deployed. But where should we focus our scarce dollars? Do we understand – on a location by location basis – the cost of inaction? What interventions are most likely to yield the biggest impact – and can we confidently quantify that impact in the language of the markets? And when should we make those investments – before disaster strikes or once disaster has created a fresh political impetus? Indeed, how can the economic, social and political incentives be aligned in order to motivate capital and mitigate the effects of ‘NIMTOO’?

Speakers
avatar for Todd Appel

Todd Appel

Vice President, Quantified Ventures
Todd leads the environmental practice with Quantified Ventures, which structures Pay for Success transactions across multiple sectors.  Currently, he’s leading several Environmental Impact Bond projects, working with governments, private companies, and nonprofit organizations to... Read More →
avatar for Shannon Cunniff

Shannon Cunniff

‎Director, Coastal Resilience, Environmental Defense Fund
avatar for Gina Ford

Gina Ford

Co-Founder & Principal, Agency Landscape + Planning
Gina Ford is a landscape architect, co-founder and principal of Agency Landscape + Planning. Underpinning her two decades of practice are a commitment to the design and planning of public places and the perpetuation of the value of landscape architecture via thought leadership, exhibitions... Read More →
avatar for Gretchen Sierra-Zorita

Gretchen Sierra-Zorita

Public Policy and Communications Strategist
Gretchen Sierra-Zorita is an activist, speaker and writer advocating for public policy solutions in Washington, DC with a focus on Hispanic and Puerto Rican issues. She is a respected thought leader, sought for her non-partisan insight and knowledge of Puerto Rico’s fiscal and humanitarian... Read More →
avatar for Daniel Stander

Daniel Stander

Global Managing Director, RMS
Daniel has spent his entire career bringing new ideas to the risk and resilience industry. A member of RMS’ Global Leadership Council, Daniel has responsibility for driving innovative, strategic solutions across RMS’ entire client base. He is also the Global Head of RMS’ Public... Read More →


Wednesday January 24, 2018 9:40am - 10:20am MST
Libby Gardner Hall

10:20am MST

Networking Break
Beverages and snacks will be available in Thompson Chamber Music Hall. 

Wednesday January 24, 2018 10:20am - 10:50am MST
Libby Gardner Hall

10:50am MST

Pay For Success: A Practitioner's Story
Session held in Libby Gardner Concert Hall.


The “Pay For Success: A Practitioner’s Story” is a panel comprised of the key project partners in Salt Lake County’s Pay for Success program launched at the end of 2015, which consisted of two social projects: (i) the Homes Not Jailsproject intended to help curb persistent homelessness, and (2) the REACH (Recovery, Engagement, Assessment, Career, and Housing) program intended to address jail recidivism.  As the nation’s first multi-platform Pay for Success platform, this partnership between government, private investors, social benefits providers and industry experts has served as a model for other evidence-based social programs across the country.  The partners on this panel will discuss lessons learned and provide insights on how to efficiently develop, fund and implement outcomes-driven social benefits programs.

Speakers
avatar for Michelle Flynn

Michelle Flynn

Associate Executive Director of Programs, The Road Home
avatar for John Grossman

John Grossman

Managing Director, Third Sector
John Grossman serves as Managing Director and General Counsel for Third Sector in its Bostonoffice. John joined Third Sector after completing the MIT Sloan Fellows Program in Innovation andGlobal Leadership. Prior to that, he spent over fifteen years working for the Commonwealth ofMassachusetts... Read More →
avatar for Sindhu Lakshmanan

Sindhu Lakshmanan

Senior Investment Associate, Living Cities
Sindhu Lakshmanan first joined Living Cities in June 2015 as a summer intern, and subsequently joined full-time in March 2016 as an Associate with the Capital Innovation team. Sindhu leads Living Cities’ Pay for Success work and works to source, underwrite and manage investments... Read More →
avatar for Shawn McMillen

Shawn McMillen

Executive Director, First Step House
Shawn began working within the field of substance abuse treatment services in 1987 at the University Neuropsychiatric Institute (UNI). While at UNI, he moved from serving as a counselor on the graveyard shift to the position of Primary Counselor on the Recovery Unit, and Program Manager... Read More →
avatar for Caroline Ross

Caroline Ross

Senior Associate, Sorenson Impact
Caroline Ross works collaboratively with government and nonprofit partners to advance evidence-based practice and policymaking at the local, state, and national levels through tailored technical assistance. She is passionate about building local capacity and supporting jurisdictions... Read More →
avatar for Layne Smith

Layne Smith

Partner, Dorsey & Whitney
Layne’s corporate practice focuses on merger and acquisitions, financing transactions, license and services agreements, emerging companies, and general corporate work. He is co-chair of the Mergers & Acquisitions practice group.A significant amount of Layne’s experience involves... Read More →


Wednesday January 24, 2018 10:50am - 11:30am MST
Libby Gardner Hall

11:30am MST

The New Localism: How Cities Can Thrive in the Age of Populism
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Bruce Katz

Bruce Katz

Centennial Scholar, Brookings Institution
Bruce J. Katz is the inaugural Centennial Scholar at the Brookings Institution, where he focuses on the challenges and opportunities of global urbanization. Katz assumed this cross-institution role in January 2016 after 20 years as the vice president and co-director of the Brookings Metropolitan Policy Program, which he founded... Read More →
avatar for Salt Lake County Mayor Ben McAdams

Salt Lake County Mayor Ben McAdams

Salt Lake County Mayor, Salt Lake County
Ben McAdams was sworn into office as Salt Lake County Mayor on Jan. 7, 2013. Mayor McAdams pledged to work collaboratively, across party lines, to find efficiencies in County government and to be open and accountable to citizens.During his tenure as County Mayor, he has championed education, helping the county become the first in the countr... Read More →
avatar for Jeremy Nowak

Jeremy Nowak

Distinguished Visiting Fellow, Drexel University’s Lindy Institute for Urban Innovation
Jeremy Nowak is a Distinguished Visiting Fellow at Drexel University’s Lindy Institute for Urban Innovation. He created The Reinvestment Fund, one of the largest community investment institutions in the United States, and chaired the Board of the Federal Reserve Bank of Philadelphia.He... Read More →


Wednesday January 24, 2018 11:30am - 12:00pm MST
Libby Gardner Hall

12:00pm MST

Lunch
Lunch will be provided in Thompson Chamber Music Hall. 
You must have your Summit name badge in order to enter Thompson Chamber Music Hall. 

Wednesday January 24, 2018 12:00pm - 1:00pm MST
Libby Gardner Hall

12:30pm MST

By Invitation Only: U.S. Impact Investing Alliance Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Utah Museum of Fine Arts. 
Take Bus A from the west side of Libby Gardner Hall to the Utah Museum of Fine Arts (UMFA).
Bus A will depart promptly at 12:15 PM.




The U.S. Impact Investing Alliance is convening a meeting of the Presidents’ Council on Impact Investing Senior Staff to discuss efforts to catalyze the field of impact investing.  The Presidents’ Council on Impact Investing comprises the heads of twenty leading U.S. foundations with a shared commitment to practicing and promoting impact investing. Together they hold more than $80 billion in combined assets. The Presidents' Council is co-chaired by Julia Stasch, President of the John D. and Catherine T. MacArthur Foundation, and Darren Walker, President of the Ford Foundation.


Wednesday January 24, 2018 12:30pm - 5:00pm MST
Utah Museum of Fine Art

1:00pm MST

Repurpose for Results: A Discussion on Shifting Resources toward Evidence and Residents
Session held in Libby Gardner Concert Hall. 

Speakers
avatar for Bob Cenname

Bob Cenname

Budget Director, City of Baltimore, Maryland
Bob Cenname is a versatile financial leader with over ten years of combined experience in the public and private sectors. Cenname has in-depth expertise in financial analysis, budgeting, and performance management.
avatar for Clarence Wardell III

Clarence Wardell III

Director of Repurposing for Results, What Works Cities Initiative
Clarence Wardell III is the Director of Repurposing for Results for the What Works Cities Initiative. He was most recently a member of the U.S. Digital Service at the White House, where he led strategy and product management across several of the team’s projects. In that role he... Read More →
avatar for Daro Mott

Daro Mott

Chief of Performance Improvement, Louisville Metro Government
Daro Mott is passionate about leadership, management, systems, building cultures of excellence and applying data and evidence-based solutions to public problems. He speaks at more than a dozen venues each year including national and international conferences. He co-authored a book... Read More →
avatar for Jenny Reed

Jenny Reed

Director, Office of the City Administrator, Washington, DC
Jenny Reed is DC’s Chief Performance Office and leads the Office of Performance Management. OPM uses data, strategic planning and innovation to continuously improve the programs and services DC government delivers. Jenny first joined DC Government in 2015 as the Mayor’s Deputy... Read More →
avatar for James Wagner

James Wagner

Chief of Performance Strategy & Innovation, Office of the Mayor, City of Tulsa, OK
Mr. Wagner leads the Mayor's Office for Performance Strategy and Innovation. His office is focused on using data to drive the organization toward strategic outcomes and remove barriers for the units of the city to create innovative solutions.He previously worked with INCOG on programs... Read More →


Wednesday January 24, 2018 1:00pm - 1:40pm MST
Libby Gardner Hall

1:30pm MST

Open: Export Acceleration Grant Pitch Competition
This afternoon session is presented by World Trade Center Utah and is sponsored by JP Morgan Chase.
It is open to all Winter Innovation Summit attendees. 
Transportation will be provided; take Bus D from the west side of Libby Gardner Hall to the University Guest House. 
Bus D will depart promptly at 1:10 PM.


Wednesday January 24, 2018 1:30pm - 3:00pm MST
University Guest House—Douglas Ballroom, East

1:30pm MST

Open: Urban Institute: Can Impact Investing End Homelessness?
This afternoon session is open to all Winter Innovation Summit attendees. 


TRANSPORTATION DETAILS: 
  • Take Bus D from the west side of Libby Gardner Hall to the University Guest House, then follow signs to the Officer's Club next door.
  • Bus D departs promptly at 1:10 PM. 

Speakers
avatar for Maya Brennan

Maya Brennan

Senior Policy Associate, Urban Institute
Maya Brennan is a senior policy associate in the Research to Action Lab at the Urban Institute. She applies knowledge from multidisciplinary research to maximize well-being for individuals, families, and neighborhoods. She seeks ways to engage housing programs and policies in supporting... Read More →
avatar for Danielle Cerny

Danielle Cerny

Program Director, Harvard Government Performance Lab
Danielle Cerny is an Assistant Director with the Government Performance Lab at the Harvard Kennedy School. Danielle leads a team helping Rhode Island state agencies use performance data to inform procurement, budget and programmatic decisions, and enable rigorous evaluation of management... Read More →
avatar for Kimberlee Cornett

Kimberlee Cornett

Director of Social Investments, The Kresge Foundation
As managing director of The Kresge Foundation’s Social Investment Practice, Kimberlee Cornett works closely with the foundation’s program teams to make capital and financing available to organizations working on key, strategic priorities of the foundation. She identifies capital... Read More →
avatar for Meg Massey

Meg Massey

PFSI Communications Manager, The Urban Institute
Meg Massey is a policy associate in the Urban Institute’s Research to Action Lab and is the outreach and communications manager for the Lab’s Pay for Success Initiative. She works with experts, practitioners, and other stakeholders to identify and tell compelling stories about... Read More →
avatar for Stephanie Mercier

Stephanie Mercier

Director, CSH
Stephanie Mercier has more than ten years of experience working with communities to strategically address the needs of their most vulnerable citizens particularly as it relates to homelessness and housing. As a Senior Program Manager with the Government Affairs and Innovations team... Read More →


Wednesday January 24, 2018 1:30pm - 3:00pm MST
Officer's Club—East Room

1:30pm MST

By Invitation Only: Alberleen Family Office Forum Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Natural History Museum of Utah. 
Take Bus B from the west side of Libby Gardner Hall to the Natural History Museum of Utah. 
Bus B will depart promptly at 1:15 PM.




Wednesday January 24, 2018 1:30pm - 5:00pm MST
Natural History Museum of Utah

1:30pm MST

By Invitation Only: Independent Sector Thought Partner Track, Evidence Based Education Pathways
This afternoon session is by invitation only. 
Transportation will be provided to the Officer's Club. 
Take Bus C from the west side Libby Gardner Hall to the University Guest House, then follow signs to the Officer's Club next door.
Bus C departs promptly at 1:15 PM. 




We are looking forward to having you join us this week for our Evidence Based Education Pathways discussions. As are reminder, this week’s sessions are part of a wider initiative led by Independent Sector, together with their close partners Project Evident and Results for America. 
 
The Pathways initiative is bringing national and local leaders in the education space together with leading evidence-based practitioners, community stakeholders, businesses, funders, and government officials to explore how data and evidence-based practices can drive better education outcomes for students in areas with underperforming schools. Our goal is to build a “marketplace” for what works around evidence-based practices that connects organizations across the country
 
This “Pathways” convening is the second in a multi-city series that we are piloting with funding from The Chan Zuckerberg Initiative. As you prepare for your participation we thought it may be useful to see a little about what we learned in Detroit. Attached is a summary of our learning from the Detroit conversation and a PDF that will give you some context for the rich discussions we had during that meeting. 



Wednesday January 24, 2018 1:30pm - 5:00pm MST
Officer's Club—South Room

1:30pm MST

By Invitation Only: Results for America Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Officer's Club. 
Take Bus D from the west side of Libby Gardner Hall to the University Guest House, then follow signs to the Officer's Club next door.
Bus D will depart promptly at 1:50 PM.


Wednesday January 24, 2018 1:30pm - 5:00pm MST
Officer's Club—North Room

1:30pm MST

By Invitation Only: Third Sector Capital Partners and AISP Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Officer's Club. 
Take Bus C from the west side of Libby Gardner Hall to the University Guest House, then follow signs to the Officer's Club next door.
Bus C will depart promptly at 2:30 PM.


Wednesday January 24, 2018 1:30pm - 5:00pm MST
Officer's Club—West Room

1:30pm MST

By Invitation Only: University Social Impact Thought Partner Track
This afternoon session is by invitation only.
Transportation will be provided to the SJ Quinney College of Law. 
Take Bus A from the west side of Libby Gardner Hall to SJ Quinney College of Law. The session will be held in the Flynn room. 
Bus A will depart promptly at 1:10 PM.


Wednesday January 24, 2018 1:30pm - 5:00pm MST
SJ Quinney College of Law

1:40pm MST

Results for Families: Two Promising Movements Transforming the Social Sector
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Nikki Hatch

Nikki Hatch

Regional Administrator, Administration for Children and Families
Nikki Hatch is the Regional Administrator for the Administration for Children and Families, Region 8, which serves Colorado, Montana, North Dakota, South Dakota, Utah and Wyoming, and the Acting Regional Administrator for ACF Region 10, which is comprised of Alaska, Idaho, Oregon... Read More →
avatar for Raquel Hatter

Raquel Hatter

Deputy Director Human Services, The Kresge Foundation
Raquel Hatter, Ed. D., is deputy director of the Human Services Program at The Kresge Foundation, which supports the advancement of human services organizations to accelerate social and economic mobility for people with low income. She has spent the past 25 years supporting adults... Read More →
avatar for Caroline Whistler

Caroline Whistler

CEO and Co-Founder, Third Sector Capital Partners
Caroline Whistler is the CEO and Co-Founder of Third Sector, a nonprofit where she leads the firm’s work with federal, state and local jurisdictions to drive government funding to outcomes-oriented programs that measurably improve lives. Under her leadership, Third Sector has transitioned... Read More →
avatar for David Wilkinson

David Wilkinson

Commissioner, Connecticut Office of Early Childhood
Dave Wilkinson is Commissioner of Early Childhood in the State of Connecticut, directing a new stateagency overseeing all programs for children under six in the state with an emphasis on generatingbetter results for vulnerable children and families.David Wilkinson is the former Director... Read More →


Wednesday January 24, 2018 1:40pm - 2:20pm MST
Libby Gardner Hall

2:20pm MST

Networking Break
Beverages and snacks will be available in Thompson Chamber Music Hall. 

Wednesday January 24, 2018 2:20pm - 2:50pm MST
Libby Gardner Hall

2:50pm MST

Film Screening: "Dying in Vein, the Opiate Generation"
A documentary directed by Jenny Mackenzie.

Session held in Libby Gardner Concert Hall. 

Wednesday January 24, 2018 2:50pm - 4:00pm MST
Libby Gardner Hall

4:00pm MST

Film Response Panel: It Takes a Village—A Multi-modality Approach to Battling the Opioid Crisis
Session held in Libby Gardner Concert Hall. 


Follow-up panel to the documentary, Dying in Vein.


Claiming about 1,000 lives every week in the US, the compounded impacts of the opioid epidemic affects all of us, not just those caught in its grip. There is no single solution to this grave public health threat.


Join the conversation as a panel of experts with diverse backgrounds in healthcare, government, industry, and media discuss the merits of a multifaceted response to a multifaceted crisis.
 

Speakers
avatar for Brad Bostic

Brad Bostic

Founder, Chairman, & CEO, hc1.com
Brad Bostic founded hc1.com to address the critical need for healthcare systems and diagnostic laboratories to deliver an outstanding client experience. Brad has been leading technology-enabled services companies with an emphasis on healthcare innovation for the past twenty years... Read More →
avatar for Alexander Chan

Alexander Chan

Chief Executive Officer, Clinton Health Matters Initiative
Alex Chan is the chief executive officer of the Clinton Health Matters Initiative (CHMI) at the Clinton Foundation. In his role, Alex oversees the initiative’s overarching goals of decreasing the prevalence of preventable diseases and closing health equity and health disparity gaps... Read More →
avatar for Rob Cohen

Rob Cohen

President, Appriss Health
Cohen has over 13 years of healthcare experience, with a career spanning leadership positions at McKinsey and Company, Anthem, and Healthways and most recent, Appriss Health.Mr. Cohen holds a BBA, summa cum laude, from the University of Texas at Austin, a master of computer and information... Read More →
avatar for Michael Jackson

Michael Jackson

Vertical Lead, Amazon Web Services
Jackson is a tireless global executive with an extensive background in business strategy and health economics, and a 20 year track record of leveraging technology to lead value-based organizations of all sizes to achieve measurable results. Jackson is a tactical visionary with deep... Read More →
avatar for William A. Hazel Jr.

William A. Hazel Jr.

Secretary of Health and Human Resources, Commonwealth of Virginia, State government office in Richmond, Virginia
Dr. Hazel recently completed his second term as Secretary of Health and Human Resources of the Commonwealth of Virginia. In this office, he oversaw 11 agencies including Medicaid, Health, Behavioral Health, Social Services, as well as Aging and Rehabilitation. He was initially appointed... Read More →
avatar for Jenny Mackenzie

Jenny Mackenzie

Documentary Filmmaker
Jenny Mackenzie, Ph.D. is an award-winning documentary filmmaker based in Salt Lake City, Utah. Her documentary films, educational videos, and Public Service Announcements bring awareness and social change to a wide variety of issues. Jenny is also an inspirational trainer and speaker... Read More →


Wednesday January 24, 2018 4:00pm - 5:00pm MST
Libby Gardner Hall

6:00pm MST

Sundance Film Festival Screening: "Inventing Tomorrow"
Official Sundance Film Festival documentary screening of Inventing Tomorrow along with filmmaker Q&A.
  • Tickets are included with registration and will be handed out at the front of the Broadway Centre Theatre. You must have your Summit name badge in order to attend the film.
  • Attendees are responsible for their own transportation to/from the theatre. 
  • Please arrive early to ensure you receive a ticket. 
  • Opening remarks and the film will begin promptly.





Speakers
avatar for Michael Bracy

Michael Bracy

Michael Bracy is an advocate, strategist and entrepreneur who works at the intersection of emerging technologies, culture and public policy.  A partner in the Washington, DC based Government and Public Affairs firm Bracy Tucker Brown & Valanzano, Michael has worked on issues including... Read More →
avatar for Melanie Miller

Melanie Miller

Co Founder, Fishbowl Films
Melanie Miller has over two decades of experience in the entertainment industry as a producer, acquisitions & marketing executive, festival programmer, and music supervisor.During her tenure at Gravitas Ventures as Vice President of Acquisitions & Marketing, she played an integral... Read More →
avatar for Laura Nix

Laura Nix

Director, Felt Films
Laura Nix is a director, writer and producer, working in non-fiction and fiction. Her feature documentary INVENTING TOMORROW, about teenagers from around the globe who are tackling environmental issues through science, is premiering in US Competition at the 2018 Sundance Film Festival.Awarded... Read More →
avatar for Betsy Wallace

Betsy Wallace

Managing Director and CFO, Sundance Institute
Betsy Wallace is the chief financial officer and managing director, overseeing all aspects of finance and legal and business development for Sundance Institute. Betsy brings over 35 years of financial and leadership experience, domestic and international, to the Institute.During Betsy’s... Read More →


Wednesday January 24, 2018 6:00pm - 8:00pm MST
Broadway Centre Theatre

8:00pm MST

Opening Night Reception
Beverages and heavy hors-d'oeuvres will be served.
Guests are responsible for their own transportation to/from event (it is a 5–10 minute walk from the film screening). 
You must have your Summit name badge in order to attend the reception.


Wednesday January 24, 2018 8:00pm - 10:00pm MST
Abravanel Hall
 
Thursday, January 25
 

7:30am MST

Breakfast
Breakfast will be held in Thompson Chamber Music Hall.
You must have your Summit name badge in order to enter Thompson Chamber Music Hall. 

Thursday January 25, 2018 7:30am - 8:30am MST
Libby Gardner Hall

7:30am MST

By Invitation Only: IIOA Roundtable Discussion
Co-hosted by The U.S. Impact Investing Alliance, Economic Innovation Group, and Sorenson Impact.
This discussion and breakfast are by invitation only. 


This session will be held in the Legacy Gallery at Kingsbury Hall, which is next to Libby Gardner Hall on President's Circle. 

Speakers
avatar for Steve Glickman

Steve Glickman

Co-founder & Executive Director, Economic Innovation Group
Steve Glickman is Co-Founder and Executive Director of the Economic Innovation Group (EIG), a new research, policy, and advocacy organization in Washington, D.C. focused on advancing solutions that empower entrepreneurs and investors to forge a more dynamic U.S. economy Steve is... Read More →
avatar for John Lettieri

John Lettieri

Co-founder & Sr. Director for Policy and Strategy, Economic Innovation Group
John Lettieri leads EIG’s policy development, economic research, and legislative affairs efforts. Prior to joining EIG, he served in a variety of roles in both the public and private sectors, including as head of public policy for a leading trade association and aide to former U.S... Read More →
avatar for Fran Seegull

Fran Seegull

Executive Director, US Impact Investing Alliance
Fran Seegull is Executive Director of the US Impact Investing Alliance. Its mission is to champion the power of impact investing in the United States and foster deployment of and demand for impact capital across asset classes globally. The alliance partners with stakeholders, including... Read More →
avatar for Jim Sorenson

Jim Sorenson

Founder, Sorenson Impact
James Lee Sorenson provided the David Eccles School of Business at the University of Utah with a $13 million gift in 2013 to create Sorenson Impact, with the mission of cultivating impact investing expertise in students. Jim plays an active role in setting the Center’s direction... Read More →



Thursday January 25, 2018 7:30am - 9:30am MST
Kingsbury Hall

8:30am MST

Remarks by Governor Gary Herbert and Governor Dannel Malloy
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Governor Gary Herbert

Governor Gary Herbert

Governor, State of Utah
Governor Gary Richard Herbert has led Utah's recovery from the Great Recession to a position of national economic prominence. His unwavering focus on economic development includes attracting businesses and investment to the state while helping homegrown businesses flourish.The governor... Read More →
avatar for Michele Jolin

Michele Jolin

CEO and Co-Founder, Results for America
Michele Jolin is the CEO and Co-Founder for Results for America. Michele also is a Senior Fellow at the Center for American Progress.   Michele was appointed in 2010 to be a Member of President Barack Obama’s White House Council for Community Solutions. Michele served as a Senior Advisor for Social Innovation at the White House under President Obama, where she designed and launched the first Social Innovation Fund. Prior to that she was a member of President Obama’s Presidential Transition Team, where she helped create the White... Read More →
avatar for Governor Dannel Malloy

Governor Dannel Malloy

State of Connecticut
Dannel Patrick Malloy is an American politician who is the 88th and current Governor of Connecticut. A member of the Democratic Party, Malloy has served as governor since 2011. He is currently the chair of the Democratic Governors Association.Born in Stamford, Connecticut, Malloy... Read More →
avatar for Ruth Watkins

Ruth Watkins

Senior Vice President for Academic Affairs, University of Utah
Ruth V. Watkins is the incoming President of the University of Utah. She is the first woman to lead the University of Utah — the state’s oldest, largest and only Research 1 higher education institution — in its 168-year history. Watkins will assume the position this spring. Watkins... Read More →


Thursday January 25, 2018 8:30am - 9:10am MST
Libby Gardner Hall

9:10am MST

Film Screening: Solutions to America’s Workforce Crisis
Presented by the What Works Media Project.

Session held in Libby Gardner Concert Hall.

Thursday January 25, 2018 9:10am - 9:30am MST
Libby Gardner Hall

9:10am MST

CSR 4.0—Social Entrepreneurship
Session held in Dumke Recital Hall (located on the 4th floor of Libby Gardner).

Speakers
avatar for Lindsey Kneuven

Lindsey Kneuven

Head of Social Impact, Pluralsight
Lindsey Kneuven is the head of social impact at Pluralsight, a fast-growing enterprise technology learning platform. In her role, Lindsey leads all global philanthropic initiatives, implementing strategies that align Pluralsight’s product, culture, community, people and brand to... Read More →
avatar for Jeramy Lund

Jeramy Lund

Interim CEO, Sorenson Impact
Jeramy is Interim CEO at the Sorenson Impact Center at the University of Utah. He is also Principal Partner for XIII, LLC; a diversified family holding company as well as the Pentagon Holdings family of direct real estate holding companies and a restauranteur. Currently, Mr. Lund... Read More →


Thursday January 25, 2018 9:10am - 9:30am MST
Libby Gardner Hall

9:30am MST

Film Response Panel: The Future of Work—An Evidence-Based Response to Our Workforce Crisis
Session held in Libby Gardner Concert Hall.


A panel discussion of the film, "Solutions to America's Workforce Crisis," following the world premiere of the film at 9:10am. 

Speakers
avatar for Plinio Ayala

Plinio Ayala

President and CEO, Per Scholas
Plinio Ayala became President and CEO of Per Scholas in November 2003 after having servedas Vice President of Operations with oversight for the bulk of our programs. Today he leads theorganization in its national expansion, where we provide our tuition-free technology training andprofessional... Read More →
avatar for Mikaela Beardsley

Mikaela Beardsley

Executive Director, What Works Media Project
Mikaela is an Emmy-winning documentary producer and social entrepreneur who is dedicated to finding innovative ways to deploy storytelling’s power for good. She has worked with filmmakers Martin Scorsese, Rachel Grady and Heidi Ewing, Alex Gibney and Wim Wenders, among others, and... Read More →
avatar for Jonathan Silva

Jonathan Silva

Cybersecurity Graduate, Per Scholas
Jonathan Silva graduated from Per Scholas' Cybersecurity course this fall where he earned his Cisco Certified Entry Level Technician (CCENT). After graduation Jonathan was hired as a Desktop Computer Engineer consulting with companies in New York City. Jonathan lives in Manhattan... Read More →
avatar for Mark Thain

Mark Thain

Director of Social Innovation, Barclays
Mark Thain is Head of Citizenship programming in the Americas and Director of the Barclays Social Innovation Facility, an internal accelerator for the development of commercial solutions to social and environmental challenges. As a professional management accountant, Thain had extensive... Read More →


Thursday January 25, 2018 9:30am - 10:10am MST
Libby Gardner Hall

9:30am MST

What Will it Take to Unlock the Other 95% from Foundations?
Session held in Dumke Recital Hall (located on the 4th floor of Libby Gardner).

Speakers
avatar for Lauren Buchanan

Lauren Buchanan

Vice President, Sepio Capital
Lauren serves as a Vice President at Sepio Capital, where she works with endowments, foundations, and high-net worth clients on topics such as investment policy setting, asset allocation, portfolio construction, and manager selection. In addition, Lauren specializes in alternative... Read More →
avatar for Dave Richards

Dave Richards

Managing Partner, Capria
Dave Richards, Co-Founder & Managing Partner, Capria & Unitus Seed Fund.Dave is an experienced entrepreneur, operating executive, and emerging market early-stage startup and fund investor. In 2012, he co-founded Unitus Seed Fund, now the leading venture seed fund investing in startups innovating for the masses in India. In 2015, Dave co-founded Capria to in... Read More →


Thursday January 25, 2018 9:30am - 10:10am MST
Libby Gardner Hall

10:10am MST

Networking Break
Beverages and snacks available in Thompson Chamber Music Hall. 

Thursday January 25, 2018 10:10am - 10:40am MST
Libby Gardner Hall

10:40am MST

A Founder's Story: Jim Sorenson
Session held in Dumke Recital Hall (located on the 4th floor of Libby Gardner).

Speakers
avatar for Ross Baird

Ross Baird

President, Village Capital
Ross Baird is an entrepreneur and investor who is best known for finding, developing, and backing entrepreneurs and ideas overlooked and undervalued by mainstream markets. He co-founded Village Capital in 2009, and has invested in over 100 entrepreneurs in the last decade, and supported... Read More →
avatar for Jim Sorenson

Jim Sorenson

Founder, Sorenson Impact
James Lee Sorenson provided the David Eccles School of Business at the University of Utah with a $13 million gift in 2013 to create Sorenson Impact, with the mission of cultivating impact investing expertise in students. Jim plays an active role in setting the Center’s direction... Read More →


Thursday January 25, 2018 10:40am - 11:00am MST
Libby Gardner Hall

10:40am MST

The Role of Universities in Social Impact
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Peter Drobac

Peter Drobac

Director, Skoll Centre for Social Entrepreneurship
A global health physician and social entrepreneur, Peter Drobac is the new Director of the Skoll Centre for Social Entrepreneurship at Oxford Saïd Business School. The Skoll Centre promotes social innovation by developing talent, promoting actionable insight through research, and... Read More →
avatar for Thane Kreiner

Thane Kreiner

Executive Director, Miller Center for Social Entrepreneurship
Mr. Thane Kreiner Ph.D. is the Founder of PhyloTech, Inc. and served as its Chief Executive Officer and President. Dr. Kreiner co-founded Presage Biosciences, Inc. and served as its Chief Executive Officer until June 2010, where he built the team, licensed the IP, and closed the Series... Read More →
avatar for Sherryl Kuhlman

Sherryl Kuhlman

Managing Director, Wharton Program for Social Impact
Sherryl leads the Wharton Social Impact Initiative at the University of Pennsylvania’s Wharton School.Drawing on “business strategies for a better world,” Sherryl is strengthening the impact investing ecosystem, with a specific focus on impact assessment and innovative finance.Kuhlman... Read More →
avatar for Courtney McBeth

Courtney McBeth

Managing Director Research & Academics, Sorenson Impact
Courtney McBeth is a Managing Director at Sorenson Impact where she develops curriculum and partnerships for the executive education platform on impact investing, social innovation, and impact measurement. She also manages the Center's international development, academic, and student... Read More →
avatar for Sonal Shah

Sonal Shah

Executive Director, Beeck Center for Social Impact + Innovation, Georgetown University
Sonal is an economist and entrepreneur and has spent her career focused on economic policy and actionable innovation in the public and private sectors.  She is a global leader on social innovation policy including impact investing, data and technology for social good, and civic engagement... Read More →


Thursday January 25, 2018 10:40am - 11:10am MST
Libby Gardner Hall

11:00am MST

The Limits of "Market-Rate" Expectations: When Trade-off is Necessary
This session will feature Ceniarth's Founder Diane Isenberg in conversation with Ceniarth Director Greg Neichin discussing the evolution of the firm's impact investing strategy.  Ceniarth is committed to developing an impact-led portfolio focused on improving livelihoods in underserved and marginalized communities.  Ceniarth has moved away from the expectation that these investments will deliver "market-rate" returns and is focused on basic capital preservation, after inflation and expenses, to ensure the long term sustainability of its funding activities.  Diane and Greg will discuss how abandoning "market-rate" benchmarks opens up a much larger opportunity set for those focused on serving the most disadvantaged populations.  

Session held in Dumke Recital Hall (located on the 4th floor of Libby Gardner). 

Speakers
avatar for Diane Isenberg

Diane Isenberg

Founder & Director, Ceniarth
Diane is the Founder & Director of Ceniarth, a single-family office and related private foundation, focused on funding market-based solutions that benefit underserved communities. Ceniarth primarily engages in rural, marginalized places in sectors such as agriculture, financial services... Read More →
avatar for Greg Neichin

Greg Neichin

Director, Ceniarth
Greg is the Director of Ceniarth, a single-family office and related private foundation, focused on funding market-based solutions that benefit underserved communities. Ceniarth primarily engages in rural, marginalized regions in sectors such as agriculture, financial services, housing... Read More →



Thursday January 25, 2018 11:00am - 11:20am MST
Libby Gardner Hall

11:10am MST

Opportunity Zones: A New National Community Investment Program
Session held in Libby Gardner Concert Hall.


The recently enacted federal tax reform legislation includes an important provision—the "Investing in Opportunity Act"—that creates a new capital gains incentive for private investment into low income urban and rural communities around the country. The new law establishes an "Opportunity Zone" program, which allows private investors to re-invest their unrealized capital gains into "Opportunity Funds" in exchange for a tax deferral and other benefits tied to long-term holdings in designated low-income communities. The program has the potential to catalyze billions of dollars of private investment into these communities and represents the most significant federal community development tool since the New Markets Tax Credit and the Low-Income Housing Tax Credit before it.


Jeremy Keele will facilitate a conversation with John Lettieri and Steve Glickman, co-founders of the Economic Innovation Group and the architects of the Opportunity Zone program, on key details of the initiative as well as the meaningful impact it could have on underserved communities around the country.

Speakers
avatar for Steve Glickman

Steve Glickman

Co-founder & Executive Director, Economic Innovation Group
Steve Glickman is Co-Founder and Executive Director of the Economic Innovation Group (EIG), a new research, policy, and advocacy organization in Washington, D.C. focused on advancing solutions that empower entrepreneurs and investors to forge a more dynamic U.S. economy Steve is... Read More →
avatar for Jeremy Keele

Jeremy Keele

Sorenson Impact Foundation
Jeremy Keele is an advisor with the Sorenson Impact Foundation. Jeremy’s impact advisory work is dedicated to advising stakeholders from philanthropy, government, investment, and nonprofits on innovative and data-driven approaches to solving social and environmental problems in... Read More →
avatar for John Lettieri

John Lettieri

Co-founder & Sr. Director for Policy and Strategy, Economic Innovation Group
John Lettieri leads EIG’s policy development, economic research, and legislative affairs efforts. Prior to joining EIG, he served in a variety of roles in both the public and private sectors, including as head of public policy for a leading trade association and aide to former U.S... Read More →


Thursday January 25, 2018 11:10am - 11:30am MST
Libby Gardner Hall

11:20am MST

Climate Change—The Case for Alpha and Impact
Session held in Dumke Recital Hall (located on the 4th floor of Libby Gardner). 

Speakers
avatar for Andrew Hughes

Andrew Hughes

Director, Generate Capital
Andrew Hughes is a Director in the Capital Markets and Structured Finance group at Generate Capital, an investment and operating platform for innovative resource infrastructure. Prior to Generate, Andrew ran Credit Suisse’s US Alternative Energy group in the bank’s equity research... Read More →
TK

Thomas Knowles

Partner, Gratitude Railroad
Thomas Knowles joined Gratitude Railroad in January 2015 as managing partner. Gratitude Railroad is an investment partnership created by proven entrepreneurs, operators and investors with a common belief that business and capitalism can be a force for helping solve critical social... Read More →
avatar for Rose Maizner

Rose Maizner

Associate, RenewableTech Ventures
Based in Salt Lake City, Utah, Rose is an Associate with RenewableTech Ventures. In addition, Rose is the founder and CEO of CauseRock Consulting, an organization dedicated to helping nonprofits, early stage companies and small businesses to reach their fullest potential. She also... Read More →
avatar for Alex Rozenfeld

Alex Rozenfeld

Managing Director and Partner, Climate Impact Capital
Alex founded Climate Impact Capital to help fill the market gap for early stage companies and investors seeking to make an impact on climate change. With 20 years of energy and innovation experience, Alex has worked extensively internationally as an entrepreneur, angel investor... Read More →
avatar for Erik Snyder

Erik Snyder

Co-Founder, Drawdown Fund
Erik Snyder’s acumen for business and love of the environment led him to be co-founder of the Drawdown Fund in 2017. The Drawdown Fund invests growth capital to scale technologies and businesses that reverse global warming by sequestering CO2 or reducing emissions. The Drawdown... Read More →


Thursday January 25, 2018 11:20am - 12:00pm MST
Libby Gardner Hall

11:30am MST

Remarks by Congressman John Delaney
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Congressman John Delaney

Congressman John Delaney

Congressman, Maryland's 6th District
Congressman John K. Delaney (MD-6) is the only former CEO of a publicly traded company in the House of Representatives. Congressman Delaney founded and led two NYSE-listed financial services companies before the age of forty and is a past winner of the Ernst & Young Entrepreneur... Read More →


Thursday January 25, 2018 11:30am - 11:50am MST
Libby Gardner Hall

12:00pm MST

Lunch
Lunch will be provided in Thompson Chamber Music Hall. 
You must have your Summit name badge in order to enter Thompson Chamber Music Hall. 

Thursday January 25, 2018 12:00pm - 1:00pm MST
Libby Gardner Hall

12:30pm MST

By Invitation Only: U.S. Impact Investing Alliance Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Utah Museum of Fine Arts. 
Take Bus A from the west side of Libby Gardner Hall to the Utah Museum of Fine Arts (UMFA). 
Bus A departs promptly at 12:15 PM.


Thursday January 25, 2018 12:30pm - 5:00pm MST
Utah Museum of Fine Art

1:00pm MST

Bridging Academic Scholarship to the Social Impact Space
Session held in Libby Gardner Concert Hall.

Speakers
avatar for Sharon Alvarez

Sharon Alvarez

Tom W. Olofson Chair in Entrepreneurship, University of Pittsburgh
Dr. Sharon Alvarez is the Thomas W. Olofson Chair in Entrepreneurial Studies at the Joseph M. Katz Graduate School of Business, University of Pittsburgh. She previously served as the Walter Koch Endowed Chair in Entrepreneurship at the Daniels College of Business, University of Denver... Read More →
avatar for Jay Barney

Jay Barney

Presidential Professor, University of Utah
Jay Barney is a Presidential Professor of Strategic Management and the Pierre Lassonde Chair of Social Entrepreneurship at the University of Utah David Eccles School of Business. He previously served as a professor of management and held the Chase Chair for Excellence in Corporate... Read More →
avatar for Barclay Burns

Barclay Burns

Research Assistant Professor (Lecturer), University of Utah
Barclay Burns, PhD, is a professor of entrepreneurship and strategy at the University of Utah's David Eccles School of Business. He launched gotentrepreneurs.com, a platform for entrepreneurs to learn, grow, and create. He founded the Deer Valley Institute, dedicated to creating innovative... Read More →
avatar for Kyle Mayer

Kyle Mayer

Professor of Management and Organization, University of Southern California
Kyle Mayer studies how firms govern relationships with other firms, with particular attention to the contract and its role in establishing a framework for the relationship. His research has been published in Organizational Science, Academy of Management Journal, Management Science... Read More →


Thursday January 25, 2018 1:00pm - 1:40pm MST
Libby Gardner Hall

1:30pm MST

By Invitation Only: Alberleen Family Office Forum Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Natural History Museum of Utah. 
Take Bus B from the west side of Libby Gardner Hall to the Natural History Museum of Utah. 
Bus B departs promptly at 1:15 PM.


Thursday January 25, 2018 1:30pm - 5:00pm MST
Natural History Museum of Utah

1:30pm MST

By Invitation Only: Third Sector Capital Partners and AISP Thought Partner Track
This afternoon session is by invitation only. 
Transportation will be provided to the Officer's Club. 
Take Bus C from the west side of Gardner Hall to the University Guest House, then follow signs to the Officer's Club next door.
Bus C departs promptly at 1:15 PM.


Thursday January 25, 2018 1:30pm - 5:00pm MST
Officer's Club—West Room

1:30pm MST

By Invitation Only: University Social Impact Centers Thought Partner Track
This afternoon session is by invitation only.
Transportation will be provided to the SJ Quinney College of Law. 
Take Bus A from the front of Libby Gardner Hall to the SJ Quinney College of Law. The session will be held in the Flynn room. 
Bus A departs promptly at 1:10 PM.


Thursday January 25, 2018 1:30pm - 5:00pm MST
SJ Quinney College of Law

1:30pm MST

Open: Independent Sector Thought Partner Track, Evidence Based Education Pathways
This afternoon session is open to all Winter Innovation Summit attendees. 


TRANSPORTATION DETAILS: 
  • Take Bus C from the west side of Libby Gardner Hall to the University Guest House, then follow signs to the Officer's Club next door.
  • Bus C departs promptly at 1:15 PM. 


Evidence Based Education Pathways
Creating a Marketplace for What Works 

We are looking forward to having you join us this week for our Evidence Based Education Pathways discussions. As are reminder, this week’s sessions are part of a wider initiative led by Independent Sector, together with their close partners Project Evident and Results for America. 
 
The Pathways initiative is bringing national and local leaders in the education space together with leading evidence-based practitioners, community stakeholders, businesses, funders, and government officials to explore how data and evidence-based practices can drive better education outcomes for students in areas with underperforming schools. Our goal is to build a “marketplace” for what works around evidence-based practices that connects organizations across the country
 
This “Pathways” convening is the second in a multi-city series that we are piloting with funding from The Chan Zuckerberg Initiative. As you prepare for your participation we thought it may be useful to see a little about what we learned in Detroit. Attached is a summary of our learning from the Detroit conversation and a PDF that will give you some context for the rich discussions we had during that meeting. 


Meeting Outcomes
  • Shared understanding of the Evidence Based Education Pathways Program and learning to date
  • Input and dialogue on what is working and what needs to be done better to build evidence based practices and policies
  • Input on what is important to build local evidence based communities of practice


Agenda
Session 1: Building and Local Translation of Evidence Based Practices
1:30 – 1:40—Introductions and Program Overview
  • Introduction to the Pathway’s concept and what’s been learned so far
    • Dan Cardinali, President and CEO, Independent Sector
1:40 – 2:10—Panel: Building a Marketplace for Evidence Based Practice
  • Moderated panel discussion with IS, RFA, and Project Evident regarding the challenges and opportunities in growing the implementation of evidence based practices
2:10 – 2:50—What’s Working and What’s Standing in the Way?
  • Facilitated and recorded session to look at what is working and what needs to be improved to grow the use of evidence based practices
    • Building and implementing evidence based practice,
    • Defining and implementing supporting policies,
    • Adapting what works to practice
2:50 – 3:00—Wrap up and Next Steps




Session 2: Cross Sector Roles in Building Evidence Based Education Practices
3:05 – 3:15—Welcome and Introduction                                                 
  • Brief recap of the previous meeting and short intro to the pathways concept
    • Dan Cardinali, President and CEO, Independent Sector
3:15 – 4:00—Building Education Focused Communities of Practice – Sector Roles
  • Small round-table discussions on the roles for government, business, philanthropy, NGO’s, educators, and the local community to build the use of evidence to improve education outcomes for students
4:00 – 4:45—Building Communities of Practice – Stronger Links in the Ecosystem
  • Small round-table discussions on creating a marketplace for what works to cover what needs to be local, what needs to be national, how do we strengthen the connections needed to increase the use of evidence to improve education outcomes for students
4:45– 5:00—Wrap up and Next Steps

Speakers
avatar for Dan Cardinali

Dan Cardinali

President and CEO, Independent Sector
Dan Cardinali is president and CEO of Independent Sector, the only national membership organization that brings together a diverse set of nonprofits, foundations, and corporations to advance the common good.Before joining IS in 2016, Dan served on the IS Board of Directors and several... Read More →
avatar for Nichole Dunn

Nichole Dunn

Vice President, Innovation and Community Impact, Results For America
Nichole brings 20+ years of public and nonprofit executive leadership, data-driven performance management, and public policy innovation experience to Results for America. Prior to joining Results for America, she served as Deputy Mayor and Chief Administrative Officer to Salt Lake... Read More →
avatar for Sara Peters

Sara Peters

Director of Policy and Evidence, Project Evident
Sara is passionate about lifting up impactful programs and policies for communities in need. Previously, she served as the Director of Social Innovation at the Sorenson Impact Center, where she led the Center’s Pay for Success practice and social impact finance portfolio. She has... Read More →




Thursday January 25, 2018 1:30pm - 5:00pm MST
Officer's Club—South Room

1:40pm MST

Partnering for Health Outcomes: Cross-Sector Perspectives on What it Takes to Disrupt Legacy Approaches
Session held in Libby Gardner Concert Hall.


Within a rapidly changing healthcare environment, partnerships across sectors are rapidly proliferating to address the social determinants of health of high need complex populations to improve outcomes.  A discussion featuring representatives from Nonprofit Finance Fund, Kresge Foundation,  Project Open Hand, University of Utah Health Plans, will share perspectives on what it takes to prepare their organizations for partnering in innovative ways across sectors. They will describe critical operational aspects of their successful partnerships, highlighting approaches related to funding & capital, data sharing, workflow, and community engagement.  Augmenting these voices, Nonprofit Finance Fund will moderate the panel and bring national perspectives from its recent efforts under Healthy Outcomes Initiative, a multi-year partnership with Kresge Foundation, providing advice, tools, convenings, knowledge-sharing, and other assistance to advance health/human service integration and a recent national  report that highlights the landscape of health partnerships.

Speakers
avatar for Josette Dorius

Josette Dorius

Clinical Operations Director, University of Utah Health Plans
Josette is responsible for implementing an at risk care management and quality improvement program for an Accountable Care Organization at the University of Utah Health Plans. Redesigned care management, utilization review and disease management, wellness programs. Established quality... Read More →
avatar for Nima Krodel

Nima Krodel

Vice President, Nonprofit Finance Fund
Back in college, I participated in a life-changing “Alternative Spring Break” service learning trip with a fantastic nonprofit, making and delivering meals to people living with HIV/AIDS. It was a truly transformative experience that definitely led to my current career. The piece... Read More →
avatar for Mark A. Ryle

Mark A. Ryle

CEO, Project Open Hand
My grandmother describes me as “A social worker with a head for business”. After business school, I worked for 20+ years in corporate finance, ran a large manufacturing company, and founded a private equity firm. And instilled in me by my west Texas dirt farming, service-minded... Read More →
avatar for Michael Shaw

Michael Shaw

Program Officer, Kresge Foundation
Michael Shaw joined Kresge as a program officer with the Human Services Program team in 2014. His responsibilities include developing and refining grantmaking strategies, inviting and reviewing funding proposals and monitoring the outcomes of Kresge-supported efforts.Before joining... Read More →


Thursday January 25, 2018 1:40pm - 2:30pm MST
Libby Gardner Hall

2:30pm MST

Networking Break
Beverages and snacks available in Thompson Chamber Music Hall.

Thursday January 25, 2018 2:30pm - 3:00pm MST
Libby Gardner Hall

3:00pm MST

SF Federal Reserve: A Deep Dive Workshop on Improving Outcomes for Justice Involved Youth
A workshop for policy makers and foundations presented by the Sorenson Impact Center and the Federal Reserve Bank of San Francisco. 
This afternoon session is open to all Winter Innovation Summit attendees. 


Introduction
State and local governments, their elected officials, and the public and private funders that support communities share an interest in reducing the number of youth involved in the criminal justice system. Each year, the United States incurs an estimated $8–$21 billion in long-term costs for the confinement of young people.[1] The outcomes for these youth are far from optimal. Youth who spend time incarcerated have lower educational attainment, stunted life-time earnings, and are often victims of sexual violence. And they often leave detention facilities for only a short time, escalating their involvement in the criminal justice system. While 40 to 60 percent of juvenile delinquents stop offending by early adulthood, for youth who continue to commit crimes, these adult crimes are increasingly severe.[2]


Workshop Agenda
Pay for Performance (P4P) provisions in the Workforce Innovation and Opportunity Act (WIOA) and Pay for Success (PFS) provisions in the Every Student Succeeds Act (ESSA) provide flexibility for local jurisdictions to use formula funding for outcome based payments to improve outcomes for justice involved youth. However, we have not yet seen communities take advantage of blending these funding streams in an outcomes funding model targeting this population.


Our goal for this session is to ensure communities have access to new tools and financial resources that can lead to concrete and short-term action. 
3:00 - 3:05: Welcome
3:05 - 3:25: Overview of the need & evidence based interventions in juvenile justice
3:25 - 3:50:  Innovative Financial Tools & PFS 
3:50 - 4:30: Federal Resources Panel – Education + Labor
4:30 - 4:45: Case Study I 
4:45 – 5:00: Case Study II 
5:00 - 5:20: Q&A with presenters 

Speakers
avatar for Janis Dubno

Janis Dubno

Director, Sorenson Impact
Janis recently returned to the Center from leave to the U.S. Department of Education, where she was working as a Pay for Success Fellow. Previously, she was Director of Early Childhood and Education Policy for the nonprofit Voices for Utah Children. She was also an adjunct professor... Read More →
avatar for Ian Galloway

Ian Galloway

Director of the Center for Community Development Investments, San Francisco Federal Reserve
Ian Galloway is the Director of the Center for Community Development Investments and the Community Development Regional Manager for the State of Oregon. Ian researches and presents regularly on a variety of community development topics including crowdfunding, investment tax credits... Read More →
avatar for Jessica Ramakis

Jessica Ramakis

Chief of Staff, Office of Planning, Evaluation, and Policy Development, US Department of Education
Jessica Ramakis serves as Chief of Staff for the Office of Planning, Evaluation, and Policy Development (OPEPD) at the U.S. Department of Education. She leads, and provides strategic advice for, large-scale efforts that affect the Department’s policy, evidence, and budget work... Read More →
avatar for Caroline Ross

Caroline Ross

Senior Associate, Sorenson Impact
Caroline Ross works collaboratively with government and nonprofit partners to advance evidence-based practice and policymaking at the local, state, and national levels through tailored technical assistance. She is passionate about building local capacity and supporting jurisdictions... Read More →
avatar for Nirav Shah

Nirav Shah

Vice President, Social Finance
Nirav is a Director on the Social Investment team in the Austin office. Nirav works with nonprofits, governments, and private sector funders to develop and execute public-private partnerships to measurably improve the lives of people by scaling evidence-based social service programs... Read More →


Thursday January 25, 2018 3:00pm - 5:15pm MST
Libby Gardner Hall

5:00pm MST

Climate Salon—Climate Alpha Investor Discussion
The Climate Salon invites you to network with fellow investors and the Panelists from Climate Change – The Case for Alpha and Impact.
 
The Climate Salon will be a continuation of the Case for Alpha and Impact Climate Panel discussion and will allow Salon participants to dive deeper, and challenge the panelists and themselves on the issues that were surfaced. Salon participants who are investors with deep experience in the cleantech space, are invited to share their thoughts and perspectives on investing and impact. Our intention is to create a transparent discussion on climate change related issues and investment opportunities, and to build networks that will enable increased impact investing.


  • Climate friendly drinks and appetizers are served
  • Attendees are responsible for their own transportation to/from the event, but we are happy to arrange a car-share reduce your carbon footprint.

Thursday January 25, 2018 5:00pm - 6:30pm MST
Porcupine Pub & Grille

6:30pm MST

Clips and Conversations
Network in one of the most celebrated natural history museums in the U.S., then treat yourself to a documentary sampling with award-winning producer and Sundance insider Geralyn Dreyfous.
  • Drinks and appetizers served.
  • Please note that doors to the Museum will not open until 6:30 pm. 
  • Attendees are responsible for their own transportation to/from the event. 
  • You must have your Summit name badge in order to attend the reception.

Speakers
avatar for Geralyn Dreyfous

Geralyn Dreyfous

Founder & Board Chair, Utah Film Center
Geralyn Dreyfous has a wide, distinguished background in the arts, extensive experience in consulting in the philanthropic sector, and participates on numerous boards and initiatives. She is the Founder and Board Chair of the Utah Film Center, a non-profit that curates free screenings... Read More →



Thursday January 25, 2018 6:30pm - 9:00pm MST
Natural History Museum of Utah
 
Friday, January 26
 

8:30am MST

Ski Day
Network while skiing the "Greatest Snow on Earth." Lift tickets are included in the registration fee, and will be distributed at Solitude Mountain Resort. Please stop into the Moonbeam Lodge to pick up your lift ticket. You must have your Summit name badge and have RSVP'ed in order to obtain your lift ticket. Rental equipment is not included but is available at Solitude Mountain Resort.
TRANSPORTATION DETAILS: 
  • Departing: 
    • Buses will depart from the Salt Lake City Marriott City Center hotel (220 S. State Street, Salt Lake City, UT 84111) promptly at 8:30 am, and will arrive at Solitude Mountain Resort by 9:30 am. 
  • Returning:
    • One bus will depart promptly at 12:30 pm from Solitude Mountain Resort, and arrive at the Marriott City Center hotel by 1:30 pm. A second bus will depart promptly at 3:30 pm from Solitude Mountain Resort, and arrive at the Marriott City Center hotel by 4:30 pm.

Friday January 26, 2018 8:30am - 4:00pm MST
Solitude Mountain Resort

10:30am MST

Networking on the Slopes
Take a ski break to network at the mid-mountain lodge. You can also order from Roundhouse restaurant's menu featuring Himalayan and Wasatch-inspired mountain food.


(The lodge is located on the mountain between Moonbeam and Eagle Express chairlift).


Friday January 26, 2018 10:30am - 3:00pm MST
The Roundhouse