We are excited to host our eighth annual CSRworks conference! Join us in Dallas, Texas, to celebrate - and innovate - the great work you are accomplishing as a leader in the Corporate Social Responsibility community. Plan on spending two fun-filled days connecting, collaborating and communicating how we are going to make a bigger impact in our companies and the world.

 


 

The Venue

 

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The Westin Stonebriar Hotel & Golf Club

1549 Legacy Drive
Frisco, TX 75034

LODGING INFORMATION - If you would like to stay onsite, we recommend you book your room as soon as possible. All reservations can be made on the Westin Stonebriar's website.  

 


 

The Agenda

CSRworks is full of valuable insights from some of the sharpest minds in CSR. The below agenda is subject to change. Please check back for updates.

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Day 1

 

8:00 - 8:45 Registration and Light Breakfast
8:45 - 9:20 Welcome to CSRworks!
Matt Combs, Founder & CEO, YourCause welcomes attendees and sets the stage for the two-day experience.
9:20 - 9:30

YourCause State of the Union
Matt Combs, Founder & CEO of YourCause, and Odessa Jenkins, VP of Client Services, share how the company’s performance in 2017 sets the stage for 2018 to be an even bigger year in growth and product innovation.

9:30 - 9:50

Serving CSR...Past, Present and the Future
Odessa Jenkins, Vice President of Customer Service

9:50 - 10:20 Guest Speaker | Transforming Employee Engagement
Jason Leiker, AVP of Community Engagement, AT&T
Allison Hannel, Director Citizenship & Sustainability, AT&T

Learn how AT&T is transforming employee engagement by moving from an individual community and giving programs to an integrated, year-round, digital-first strategy.
10:30 - 11:00 Interactive Collaboration Session (Pick One of the Options Below)

Session 1 | Implementing A Successful International Corporate Service Corps Program
Ashley Savageau Manger, Community Relations, Symantec
Ann Magee, Partnerships Director, YourCause

Sending employees to far off lands for weeks at a time might seem like a vacation, but not in this case! International corporate service corps programs require a lot of planning and take considerable effort but they are beneficial for all involved: community organizations have problems solved, employees build professional and leadership skills, companies gain recognition in emerging markets, and consumers bear witness to an ultra-committed corporate responsibility program. Join Symantec as they share key considerations and benefits to implementing a successful corporate service corps volunteer program.


Session 2 | Building the Business Case for CSR
Ashley Pruitt, Program Director, Finance of America Cares
Deb Bauer, Sales Executive, YourCause

 Making a pitch to gain a CSR budget is no easy task. Learn key factors to make it easier to build the business case and position your request as a smart, strategic corporate decision.


Session 3 | Adding Strategy to Disaster Campaigns
Michele Walker-Moak, Manager, Global Community Affairs, Applied Materials
Molly Tanzer, Sales Executive, YourCause 

By definition, you cannot predict the damage that results from a disaster. But when armed with a strategic disaster response plan, a CSR program can balance the needs of those affected by satisfying employees’ desire to help. Discover Applied Material's disaster response methodology that proved successful in 2017.


Session 4 | Maintaining a Successful CSR Program During a Time of Corporate Challenge
Anne Fertitta, Senior Manager, Global Community Affairs/ Public Affair, AMD

Unfortunately some companies view their CSR programs as a nice-to-have and not a must-have. Due to this view, the program becomes vulnerable to staff reductions or budget cuts. Learn how an adaptable CSR program can reduce vulnerabilities and continue to thrive in a time of corporate challenge.

11:10 - 11:40 Interactive Collaboration Session (Pick One of the Options Below)

Session 5 | Engaging Employees Through Your Company's Social Channels
Seth Chanin, Employee Impact Engagement Manager, Autodesk

In today’s world most - if not all - of your employees are engaged in more than one social channel, many even during work hours! Explore how Autodesk leverages employee social behaviors and converts them into CSR program champions through the company’s social media channels.


Session 6 | The Delicate Balance of Telling Effective, Impactful, and Motivating Stories
Steve Cox, Corporate Social Responsibility, Portland General Electric

Everyone loves a great story. Marry that story with an employee’s philanthropic efforts and you gain lifelong supporters of your program. Walk through Portland General Electric’s strategy to gather stories of impact and produce electrifying motivation for campaigns.   


Session 7 | Finding, Managing, and Engaging with the Right Community Partners
Aude Anquetil, Vice-President Development & Engagement – United States, Epic Foundation

Finding the right nonprofits to partner with are instrumental to turn a good CSR program into a social impact powerhouse. Yet most companies face a common problem: how can you figure out which beneficiary organizations are the most impactful and efficient while resonating with employees' passions and interests? Epic was founded as a nonprofit startup to address that specific question -- and several more obstacles! -- so companies and individuals could experience strategic philanthropy. Find out how their impact and giving solutions help employees experience the impact they are achieving.


Session 8 | Leveraging Employees to Create International Ambassadors
Jamila Cowan-Wideman, Global Employee Engagement Lead, Dell

Global CSR programs require a lot of coordination and communication. Learn how to harness the passion and impact of the people you already have on  the ground to help scale and grow your program in every single location worldwide.

11:40 - 12:40 Lunch & Networking - Get to Know Your Peers in the Global Good Network
12:40 - 12:55 Rock-Paper-Scissors
The battle rages on! Odessa Jenkins will kick off our third annual Rock-Paper-Scissors tournament where attendees will compete to win the coveted title of the Ultimate Rock-Paper-Scissors Champion from the 2017 winner, Karen Love of YourCause.
12:55 - 1:25

Guest Speaker | Gen Z: Truths, Lies, and What They’re *Really* Doing on Their Smartphones (Spoiler Alert: It’s Not What You Think)
Meredith Ferguson, Managing Director, TMI Strategy

Gen Z are consistently called lazy, self-centered, narcissistic, and entitled. And they’re particularly maligned for their seemingly obsessive use of technology. Taken at headline value, teens today are the most problematic generation in modern history. But this narrative could not be more wrong. Young people today are, in fact, highly engaged in their communities and the world at large. They volunteer at high rates and use technology to not only connect with peers, but also as effective tools to improve their communities. Plus, they view their generation as central to fixing the problems they inherited. And all this while being the healthiest and most responsible generation yet. In this session, we'll dispel some of the more egregious myths about Gen Z and highlight ways you can more deeply connect with this important group of young people.

1:25 - 1:45 Industry Insights | Evaluating the Data that Develops and Designs a Successful Program 

Matthew Nelson, CVP Corporate Social Responsibility, New York Life Insurance Company

CSR engagement and trend reports have been published by industry experts like Cone, CECP, and YourCause. Now, let’s put that information into action. Explore how the team at New York Life uses the information within these reports to create a more informed and effective program.

1:45 - 2:05 Industry Insights | Restructuring and Optimizing a CSR Program that is Already a Huge Success
Sarah Middleton, Senior Vice President, Global Corporate Citizenship at PIMCO and Executive Director, The PIMCO Foundation

It takes a lot of insight and innovative thinking to consider restructuring a program that is already considered a success. PIMCO did just that. Join the team as they explore why restructuring was a must and how this move made their program an even bigger success.

 2:05 - 2:25 YourCause Insights | Understanding Roadmapping and Revealing What's to Come
Matt Combs, Founder & CEO, YourCause

The future is bright and we want to share it with you! Check out the YourCause vision for future innovation planned to benefit both current and future corporate partners, their employees, the nonprofit community and - eventually - public consumers.

2:45 - 3:10 YourCause Insights
These sessions will dive deeper into specific features and services. Choose from one of the following: 

Session 1 | PRODUCTS, MARKET, AND WHERE IT'S GOING
Matt Combs, Founder & CEO, YourCause

Sesson 2 | THE NEWLY RELEASED AND FUTURE OF GRANTSCONNECT
Parker Crawford, Product Manager, YourCause
Peter Black, UI/ UX Design, YourCause
Molly Tanzer, Sales Executive, YourCause

Session 3 | CONSOLIDATED REPORTING FEATURES AND FUNCTIONALITY
Missy Patterson, Senior Lead, Account Management, YourCause
Danielle Morgan, Senior Sales Executive, YourCause

Session 4 | ADVANCEMENTS IN INTERNATIONAL OFFERINGS
Ann Magee, Partnerships Director, YourCause

3:20 - 3:50 YourCause Insights
These sessions will dive deeper into specific features and services. Choose from one of the following: 

Session 5 | INCENTIVIZE, MATCH AND ENGAGE PARTICIPANTS
Jewell Willett, Product Manager, YourCause
Leah Gilbert, Account Manager, YourCause 

Session 6 | PAVING THE WAY TO MORE EFFICIENT PAYMENT PROCESSING METHODS
Patricia Heatherington, Processing Manager, YourCause
Stephanie Sofranko, Processing Manager, YourCause

Session 7 | ENHANCING NPO SUPPORT AND SERVICES
Garth Ralston, Product Director, Nonprofit Products, YourCause
Paul McElhinney, Vice President of Engineering – Nonprofit Services, YourCause
Laura Butler, Nonprofit Client Relationship Manager, YourCause

Session 8 | ADVANCEMENTS IN INTERNATIONAL OFFERINGS
(Repeat session)
Ann Magee, Partnerships Director, YourCause

4:00 - 4:40

Guest Speaker | Employees for the Global Goals
Sue Stephenson, Interim CEO, IMPACT2030

Anchored by Sustainable Development Goal 17: Partnerships for the Goals, IMPACT2030 is collaborating with the United Nations and public and social sectors to mobilize employee volunteers to advance the Sustainable Development Goals (SDGs). Learn how companies that are part of IMPACT2030 are activating their employees around the SDGs and scale impact by collaborating in multi-sector Impact Projects in communities around the world. This presentation will give attendees new tools to incorporate the Global Goals into their employee volunteering strategies and initiatives.

4:40 - 5:00  Industry Insights | How to Effectively and Efficiently Use Internal Resources
Kyra Scalea, Community Stewardship Manager, Vanguard

Sometimes you need a little help from your internal friends. Luckily, the team at Vanguard has perfected the art of asking and utilizing internal resources to support their company’s CSR program. Join Kyra as she discusses Vanguard’s approach to building bridges that connect internal stakeholders to their CSR program.

5:00 - 5:30 Industry Insights |Creating National Standards for CSR Measurement
John Edelman, Managing Director – Global Engagement and Corporate Responsibility, Edelman

Now that CSR programs are more integrated into corporate strategy, it is becoming more and more important to develop solutions to address high stakeholder expectations around sustainability performance for corporate citizenship programs. Similar to other sector-specific initiatives such as The Sustainable Apparel Coalition, The Sustainability Consortium, and the Electronic Industry Citizenship Coalition among others,  Edelman explores the development of  NSF 391.1, an  American National Standards Institute sustainability standard for the professional services sector and how it seeks to address stakeholders expectations. 

5:30 - 5:50 Industry Insights | Connecting Nonprofits with the Right Employees with the Right Skills
Jeff Senne, Corporate Responsibility Strategy and Implementations Leader, PwC
Heather Lofkin Wright, Corporate Responsibility Director, PwC 

Engaging your employees in skills-based volunteering with the "right" skills, nonprofits and team members, while also connecting to your giving program and other CR activities, can be daunting. Join our friends at PwC as they share the lessons they have learned in launching, adapting, and promoting a successful skills-based volunteering program. 

5:50 - 6:00 Recap the Day and Prepare for the Next 
Matt Combs will close the day’s conference, prepare us for the night, and set the stage for Day Two at YourCause headquarters.
6:00 - 9:00 Client Reception

 

Day 2

8:45 - 9:00  Light Breakfast
9:00 - 2:30 

PRODUCT AND FEATURE EXPLORATION | TOPICS 1 - 8

These sessions are dedicated to giving you the opportunity to get hands-on with our product and discuss ways we can build efficiencies in managing your programs. Join YourCause team members as they explore the YourCause products and features, share tips, best practices, case studies, answer questions, and collect your feedback.

To make sure everyone has a chance to explore their interests, we are offering each session eight times throughout the day and limiting classes to 15 participants. Remember, you will preselect the sessions you want to attend and at what time. If you do not, please be mindful of the session size you are joining. Each session will be offered at 9:00, 9:40, 10:20, 11:00, 11:40, 1:10, 1:50 and 2:30. All sessions will conclude by 3:10.

EXPLORE:

TOPIC 1 | Introduction to Tableau Dashboards and Standard Reports
Ashley Friend, Account Manager, YourCause

TOPIC 2 | Advanced Tableau Reporting Capabilities and Tips
Missy Patterson, Senior Lead, Account Management, YourCause
Blake Friis, Account Manager, YourCause

TOPIC 3 |Tour the New and Improved GrantsConnect
Danielle Morgan, Senior Sales Executive, YourCause

TOPIC 4 | Engagement Element Templates and How to Make Your Own
Jewell Willett, Product Manager, YourCause

TOPIC 5 | Giving You More Power with the New Admin Panel
Leah Gilbert, Account Manager Lead, YourCause
Susan Pollara, Sales Executive, YourCause 

TOPIC 6 | Enhancing Targeting Functionality Using Groups
Kylee Daughtry, Lead Implementation Manager, YourCause

TOPIC 7 | Empowering Peer to Peer Fundraisers
Jennifer Bliss, Account Manager Lead, YourCause

TOPIC 8 | Meet, Chat, and Connect with the YourCause Executive Team        
YourCause Executive Team

 


 

The Reception

Join us on the patio at The Westin for dinner, drinks, and good times with your fellow CSR professionals. This is where we get to know everyone more, and talk a little shop over drinks.

 

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Register Now