// ECONOMIC ACHIEVEMENT AWARD
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TUESDAY, OCTOBER 19, 2010 – ACHIEVEMENT AWARD PRESENTATION
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6:30-7:30am – Yoga at Sunrise (Miramar Palapa)
Yogic principles focused on heart-centered work and the social entrepreneurial experience.
Yoga Instructor
Yoga classes led by Rich (Raghuri) Goldstein, social entepreneur & president, Yoga Yoga, Austin, Texas.
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7:30-9:00am – Networking Breakfast & Study Hall (El Encanto Restaurant)
Delegates network in private consultations or read in the study hall.
Study Hall
In this designated seating area, a “no talking” rule is respected for Delegates studying Colloquium readings or preparing for Collaboration Challenges and Cluster-Forks.
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9:00-12:00pm – Collaboration Challenges (Conference Center)
Collaboration Challenges are extended work sessions in which Delegates intensively share missions and common issues around a central question or theme. Topics explore effective multi-dimensional poverty-alleviation strategies. Each session follows a common format that is designed to elicit a genuine search for collaborative solutions and spark cross-sector insights and partnerships.
Conscience of a Capitalist
“When I feed the poor, they call me a saint. When I ask why the poor have no food, I am called a Communist.” (Archbishop Dom Helder Camara, Brazil). “America…simultaneously operated a market economy marked by both capitalism and slavery for more than two centuries.” (Lester Thurow, economist). “He that is of the opinion that money will do everything may well be suspected of doing everything for money.” (Benjamin Franklin, 18th Century American statesman). Formulate an ethical, robust marketplace for anti-poverty investments.
Conversation Catalysts: Patrick Gleeson, Chief Executive Officer, Meyer Family Enterprises; Bonny Meyer, Principal, Meyer Family Enterprises
Collaborating Contributors: Shari Berenbach, Chief Executive Officer, Calvert Social Investment Foundation (& 2010 Achievement Award Recipient); Pamela Davis, Chief Executive Officer, Nonprofits Insurance Alliance Group; Brigit Helms, Chief Executive Officer, Helmshart Inc.; Peter H. Johnson, Partner, Developing World Markets; Erin Mote, Manager, Resource Development, CHF International
The Fishy Part of Scaling Up
Without larger solutions commensurate with the enormity of the poverty challenge, the poor will always be with us. Talk is cheap and often theoretical. The cross-cutting hurdle for providers and funders is tactical tools for growing organizational impact, scope and scale. Pragmatically as well as strategically, examine the challenges to scaling anti-poverty organizations.
Conversation Catalyst: Randall Kempner, Executive Director, Aspen Network of Development Entrepreneurs
Collaborating Contributors: William Bloomfield, Partner-in-Chief, Civic Strategies Partners; Jason Fairbourne, Chief Executive Officer, Fairbourne Consulting Group; Sean Kline, Executive Director, Reach Global; Timothy Prestero, Chief Executive Officer, Design that MattersShow Us the Money!
As sure as death and taxes, the need to fundraise remains a constant of the nonprofit leader's life. The traditional model is a "each nonprofit for itself" scramble, leading to an inevitable sense of competition between agencies operating in the same space. Is there a different way? This session will explore creative new ideas for collaboration, especially in the key aspects of fundraising that each nonprofit struggles to do well by itself: building marketing capacity, raising awareness, and penetrating the "noise." Conclude with very practical steps to take to build an approach that "shows US the money."
Conversation Catalyst: Curtis Chang, Chief Executive Officer, Consulting Within Reach
Collaborating Contributors: This special interactive Challenge engages all participating Delegates as co-contributors.
Global Collaboration = Ixtapa Impact
53,000 workers in the Ixtapa area do not earn an income, forcing the area’s youth to head to "el norte" to find work and send money home. This trend has meant zero population growth over the last 20-30 years. Three local economic development projects will be reviewed: (1) Playa Viva is a luxury, environmentally-conscious resort; (2) a certified organic produce cooperative sells to a U.S. organic foods distributor; (3) Sociedad Cooperativa de Productores de Sal is an artisanal salt cooperative. I-DEV International, Playa Viva and the Opportunity Collaboration have prepared a review of investment opportunities for each social venture. The real time issues these local SME businesses face are characteristic of local economic development projects the world over. Invest your entrepreneurial ideas and resources locally.
Conversation Catalysts: David Leventhal, Chief Executive Officer, Playa Viva; Jason Spindler, Managing Director, I-DEV International; Social entrepreneurs from the Ixtapa communityImagining Economic Justice
In a bucolic, relaxed setting among trusted colleagues and fellow change-makers, fresh ideas, values, relationships and resources flow more freely. What are the power sources, the leverage points, to change poverty? “What it lies in our power to do, it lies in our power not to do.”(Aristotle). What are the powerful social innovations that merge democratic representation, community-building and inclusive economic systems? Are we against poverty or for economic growth? Re-imagine a world without poverty.
Conversation Catalyst: Karen Keating Ansara, Fund Advisor, Ansara Family Fund (Boston Foundation)
Collaborating Contributors: Diana de Castro, Director, Investor Relations, Terra Nova Regularizações Fundiárias; Milka Dinev, Project Director, Pathfinder International; Tom LePage, Senior Director, Chalmers Center for Economic Development, Covenant College; Nell Merlino, Chief Executive Officer, Count Me InOne-by-One or Many-by-Many?
Growth and economies of scale, both to achieve cost efficiencies and to reach more of the poor, are drivers for nonprofit and for-profit social enterprises alike as well as numerous funders. For village-based and neighborhood community programs, who are the backbone of so many poverty efforts, is the call for scale self-defeating or financially liberating? “I am because WE are.” (African proverb). Define what is the WE between international NGOs and local community NGOs.
Conversation Catalyst: Mauricio Vivero, Executive Director, Seattle International Foundation
Collaborating Contributors: William M. Abrams, President, Trickle Up; Leah Barker, Chief Executive Officer, Choice Humanitarian; Peter Laugharn, Executive Director, Firelight Foundation; Brian Lehnen, Executive Director, Village Enterprise Fund. -
12:00-2:00pm – Conversational Cluster-Forks & Networking Lunch (El Encanto Restaurant)
Delegates select between structured small group discussions entitled Conversational Cluster-Forks, private business meetings or self-directed discussions. Conversational Cluster-Forks are mealtime discussions exploring a Delegate's focused topic of interest. Topics cover a wide range of policy, geographic, organizational, entrepreneurial and poverty-related themes, allowing Delegates to showcase their ideas, organizations and expertise. Discussions are attended by Delegates on a first-come, first-served basis.
Reaching the Missing Middle: Financing SMEs in Developing Countries
Peter Johnson, Partner, Developing World Markets, leads a discussion on how to build on the gains of years of financing microfinance to reach the small and medium enterprise (SME) space with its capacity to drive employment growth at the community level. The focus will be on SME funds and other vehicles that can target both a social and financial return.
Human-Centered Approach to Systems Design
Patrice Martin, Practice Lead, IDEO, leads a discussion about the importance of understanding the needs of and relationships between all players in an ecosystem to design systems that matter to people.
(Em)powering Rural Villages
Bob Freling, Executive Director, Solar Electric Light Fund, leads a discussion about "Energy as a Human Right" and the opportunity to enhance health, education and economic well-being at the base of the pyramid through the use of clean, distributed solar power.
Education that Pays for Itself
Martin Burt, Founder & Chief Executive Officer, Fundacion Paraguaya, leads a discussion about self sufficient schools for unemployed rural youth as a way to address chronic poverty.
Strengthening Health Systems in the Developing World
Robin Smalley, Co-Founder, mothers2mothers, leads a discussion about how marginalized populations can effectively bolster faltering healthcare systems in their own communities.
The Behavioral Economics Bandwagon to Fight Poverty?
Ben Mangan, President, CEO & Cofounder, EARN, leads a discussion on the advantages and disadvantages of anchoring poverty alleviation efforts in behavioral economic principles.
Capitalism for the Advancement of Girls and Women?
Whitney Smith, Founder & CEO, Girls For A Change, leads a discussion on creating a better culture for girls and women in the developing world than exists in America.
Accelerating the Pace of Economic Development with Private Sector Investment
Erin Mote, Manager of Resource Development, CHF International, leads a discussion about the changing modalities and considerations for private sector investment in the developing world.
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12:00-3:00pm – Wellness Programs (Entire Leadership Village)
Delegates enjoy health, wellness & sports activities.
Wellness Facilities
Complimentary use of the campus gymnasium, tennis courts, kayaking and sailing equipment, yoga classes, dance classes, trapeze work, beach walks, basketball, soccer, ping pong, volleyball and more is offered all Delegates.
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2:00-3:00pm – Cordes Fellows Symposium: Investor & Donor Fundraising
Cordes Opportunity Collaboration Fellows participate in a four-day series of classes and clinics covering a range of issues and skills critical for successful social entrepreneurs. Upon successful completion of the course, Fellows earn a University of the Pacific Certificate of Completion for Social Entrepreneurship for Emerging Leaders.
Clinic Coach
Investor & Donor Fundraising is taught by _(pending)_. For a short biography, see the Delegate Roster. The moderator is Jerry Hildebrand, Director, Global Center for Social Entrepreneurship, University of the Pacific, California.
Recommended Readings
Fellows are strongly encouraged to complete the “homework” readings for each clinic which are distributed via USB memory stick in advance of arrival day. Recommended readings for this clinic are _(pending)_.
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3:00-5:30pm – Colloquium for the Common Good: Poverty & Freedom (Leadership Village Seminar Venues)
The Colloquium for the Common Good is the Opportunity Collaboration’s signature seminar on executive leadership, economic justice and the good society. The Colloquium addresses the transcendent principles that drive poverty alleviation and asks Delegates to think realistically about the nature of economic justice and the good society. The final Colloquium session includes an opportunity to debrief the entire Opportunity Collaboration experience.
All Delegates participate in this core curriculum via small groups, creating a common experiential bond and shared set of learnings. Delegates are strongly encouraged to complete the “homework” readings for each Colloquium session which are distributed via USB memory stick in advance of arrival day. For the full syllabus and readings, see Colloquium for the Common Good. -
5:30-6:30pm – Connections & Corridors (Entire Leadership Village)
Private business meetings and spur-of-the-moment, self-directed small group discussions occur throughout campus and grounds.
Networking Concierge
Connections & Corridors is the Opportunity Collaboration’s "networking concierge" service. In advance of the event, Delegates are interviewed about their hoped-for outcomes, work agenda and institutional mission. Delegates are then offered personalized email introductions and customized suggestions for on-site, individual networking meetings.
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6:30-8:30pm – Conversational Cluster-Forks & Networking Dinner (El Encanto Restaurant)
Delegates select between structured small group discussions entitled Conversational Cluster-Forks, private business meetings or self-directed discussions. Conversational Cluster-Forks are mealtime discussions exploring a Delegate's focused topic of interest. Topics cover a wide range of policy, geographic, organizational, entrepreneurial and poverty-related themes, allowing Delegates to showcase their ideas, organizations and expertise. Discussions are attended by Delegates on a first-come, first-served basis.
Innovation in the Health Care System
Rebecca Onie, CEO & Co-Founder, Project HEALTH, leads a discussion about the development and scaling of simple, cost-effective innovations to overcome obstacles to effective patient care in the U.S. health care system.
Do Gooders With Spreadsheets
Spencer Ton, Program Manager, Global Center for Social Entrepreneurship, University of the Pacific, leads a discussion about how the growing interest among business leaders to focus on the triple bottom line and the BoP is changing higher education.
Connecting Small and Growing Businesses (SGBs) to Large Enterprise
Ueli Frei, Executive Director, FUNDES International, leads a discussion on how to connect SGBs to large enterprises (value chain optimization) in a sustainable and financially self-supporting manner.
Remedying Market Failure in Technology Tools
Jim Fruchterman, Founder, Benetech, leads a discussion on how Benetech creates sustainable social tech enterprises, and leads a brainstorm around new ideas to meet the needs of underserved communities.
Building Wealth and Assets Across Borders
Ramon Leon, President and CEO, Latino Economic Development Center, leads a discussion on how immigrants are building wealth and, although they are considered to be
a social problem by some, they could be economic opportunity for all.
Involving Parents in Low-Income, Underperforming Schools
Karen Kalish, Social Entrepreneur & Founder, Teacher Home Visit Program, leads a discussion about the importance of establishing a relationship between a student's home and school to improve academic success and address a key challenge facing schools.
Small and Growing Businesses: Keys to Sustainable Development?
Randall Kempner, Executive Director, Aspen Network of Development Entrepreneurs (ANDE), leads a discussion about "SGBs," why they matter, and how can they be best supported as prosperity-creating engines in emerging markets,
"Voluntourism" in the Development Sector
Daniela Papi, Founder, PEPY and PEPY Tours, leads a discussion about the overall impact of tourism on development work, the effects of a short-term volunteer, and how to harness this good intention.
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8:30-9:00pm – Economic Opportunity Achievement Award Presentation (Estrella Terrace)
The Economic Opportunity Achievement Award is an international award presented to an individual or institution that has consistently demonstrated a commitment to collaboration, knowledge and resource sharing, and active cooperation in the service of ending poverty. The 2010 Award Honoree:
Shari Berenbach
President & Chief Executive Officer
Calvert FoundationShari Berenbach
Shari Berenbach joined Calvert Foundation in 1997 bringing over 20 years of experience ranging from microcredit to international business. Shari is a widely-recognized pioneer in the field of social investment.
At Calvert Foundation, Shari has developed innovative financial instruments and partnerships critical to creating a level of transparency and discipline that engender consistent performance, investor confidence and broad market participation in the community investment marketplace.
Prior to joining Calvert Foundation, Shari led finance projects for the International Finance Corporation. These projects, based mainly in Central America and the Caribbean, channeled more than $250 million to banking, power, telecommunications, tourism and agribusiness.
Shari has published numerous articles, including a 1997 study on banking regulation for microfinance institutions worldwide and a 1991 paper on solidarity group lending methods. Shari serves on the boards of Community Wealth Ventures, MMA Community Development Investments and the Neighborhood Funders’ Group (a foundation affinity group). She has previously served on the boards of the Social Investment Forum (the trade association for socially responsible investment professionals) and the Association of Enterprise Opportunity (a US microcredit trade group).
Shari has an MBA in Finance from Columbia Business School and an MA in Latin American Studies from the University of California, Los Angeles. She lives in the Washington, DC area with her husband Jim and daughter Moriah.
Calvert Foundation
For over 10 years, Calvert Foundation, a nonprofit organization, has been using investment capital, rather than conventional philanthropy, to create a sustainable, scalable social finance model that enables nonprofit organizations and social enterprises to address critical social problems. Calvert's safe and logical community investments create exceptional social impact by providing affordable investment capital to help low-income individuals in five key impact sectors in all fifty U.S. states and around the world. -
9:00pm – Farewell Fiesta (Estrella Terrace)
Delegates, colleagues and friends of the Achievement Awardee celebrate and share the triumphs and challenges of a life of entrepreneurial collaboration during a Farewell Fiesta, featuring a traditonal Aztec dance performance.
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WEDNESDAY, OCTOBER 20, 2010 – DEPARTURE DAY
Room checkout by Noon.
Airport Shuttle Service
Complimentary, reserved airport shuttle to the Zihuatanejo, Mexico airport is provided for Delegates with flight itineraries submitted on or before September 30, 2010.
