Community Enterprise Training Agenda

"A Community Media Venture Built to Last"

Keynote: Keys for success and failure in nonprofit youth ventures

Carla Javits - President, REDF

As President, Carla sets REDF’s strategy in partnership with the Board of Directors and oversees its operations. Under her leadership, REDF helps to create and grow new businesses to employ very poor people who otherwise are not likely to find or keep a job. She also oversees REDF’s efforts to build the field by broadly sharing the results of its extensive, multi-year effort to measure outcomes that demonstrate the effectiveness of social enterprise in helping people with multiple barriers move into the workforce.

Prior to joining REDF, Carla was with the Corporation for Supportive Housing (CSH) for fifteen years, leading it for the last six. She has also worked as a policy and budget analyst for the State of California and as Director of Policy and Planning for the San Francisco Department of Social Services. Carla has served on the Board of Directors for The Philanthropic Initiative since 2006 and was appointed to the California Housing Finance Agency Board of Directors in June 2007. She holds both a Masters of Public Policy and BA from the University of California, Berkeley.

Presentation - Keys for Success

Juma Newsletter

Successful Business Practices, Multimedia Marketing Strategies & Tips

Debbie Lamb, Principal
Lamb Media Consulting

Debbie Lamb is a seasoned marketing, advertising and public relations professional with 16 years of experience in radio and television.  Most recently, Debbie was with Comcast Spotlight (formerly AT&T and TCI) for twelve years, serving in a variety of positions in both San Francisco and Washington, D.C. 

As the Marketing Director for Comcast Spotlight in the Northwest Division, Debbie managed the corporate brand launch, public relations and interactive advertising for the west coast. Previously, Debbie was the Marketing Manager for nearly three years in San Francisco, overseeing promotions, marketing and programming for the advertising sales division of Comcast (formerly known as AT&T Broadband and TCI Media Services).  In 2001, she received the Cable Advertising Bureau’s award for Corporate Sales Achievement for the development of the San Francisco market web site. Prior to moving to San Francisco, Debbie worked in Washington, D.C., where she acted as the Regional Marketing Manager for four years under TCI’s ownership.

Prior to joining Comcast, Debbie worked in the radio industry for three years in Washington, D.C. as Promotions Manager for United Broadcasting, and also as a Promotions Specialist with Infinity Broadcasting.

Multimedia Marketing Presentation (8.93 MB)

Legal Challenges & Resources

Robert Wexler
Silk, Adler & Colvin
wexler@silklaw.com

Mr. Wexler is a Principal with the San Francisco law firm of Silk, Adler & Colvin, a firm that specializes in the representation of nonprofit organizations and their donors, with an emphasis on tax and corporate matters.  He received his undergraduate degree, magna cum laude, Phi Beta Kappa, from Brown University in 1982.  He received his law degree from Columbia University in 1985. 

Mr. Wexler is a Lecturer in Law at Stanford Law School, where he teaches the Law of Nonprofit Organizations.  He has also taught courses at the University of San Francisco and in the LLM program at Golden Gate University.  He has served as a board member and officer on nonprofit boards, and he has been actively involved in the Volunteer Legal Services Program of the Bar Association of San Francisco.

Mr. Wexler is the editor of the Exempt Organizations Department of the Journal of Taxation.  He is a contributing author to CEB’s text Advising California Nonprofit Corporations.  His most recently published articles include: “Social Enterprise – a Legal Context” Exempt Organizations Tax Review (December, 2006), “Two Key Revenue Rulings Provide a Road Map for Private Foundation Terminations,” Journal of Taxation (2003), and “Internet Guidance Should Reconcile Old Law with a New Medium,” Journal of Taxation of Exempt Organizations (March 2001).  Mr. Wexler is a member of the American Bar Association, and an active participant of the Tax Section’s Exempt Organization Committee, where he currently serves as Co-Chair, Sub-Committee on Unrelated Business Income Activities.

Wexler article on Social Enterprise: A Legal Context

Katherine Keating, Holme Roberts & Owen LLP

Katherine Keating’s practice is focused on matters relating to trademark, copyright, media, and intellectual property litigation. Ms. Keating’s litigation experience includes state and federal trademark, copyright, free speech, and open government litigation, as well as matters before the Trademark Trial and Appeal Board.  Ms. Keating is also experienced in resolving domain name disputes, including proceedings under the UDRP.  In addition to litigation, Ms. Keating counsels clients on trademark, copyright, privacy, free speech, open government, and access issues, in addition to a variety of media-specific issues.  Her trademark prosecution work includes assisting clients in selecting, registering, maintaining, and enforcing trademarks in the United States and throughout the world.

Prior to joining HRO, Ms. Keating was an associate at DLA Piper Rudnick Gray Cary. Ms. Keating received her J.D., Stanford Law School in 2001 and B.A., Yale University, summa cum laude in 1995.

A published author, Ms, Keating co-authored “United States,” World Trademark Law Report Yearbook (2005); "Gag Orders in High Profile Cases" in Media Access and Newsgathering in High Profile Cases, Media Law Resource Center Bulletin 2004 No. 4 Part 3 (Jan. 2005); "Creators Must Publish Older Works or Lose 45 Years of Copyright Protection," San Francisco Daily Journal (August 19, 2002)

Jeff Ulin, Wilson Sonsini Goodrich & Rosati

Jeffrey C. Ulin is Of Counsel in the San Francisco office of Wilson Sonsini Goodrich & Rosati. His practice focuses on media transactions, particularly the distribution of intellectual property assets and content. Jeff has nearly 20 years of experience in the media, legal, and entertainment industries. Prior to joining the firm, he served as Lucasfilm's senior distribution executive and also managed the company's online division responsible for distributing and licensing all of Lucasfilm's intellectual property to global theatrical, video, television, and emerging markets.

Previously, Jeff co-founded and served as CEO of animation studio Wild Brain, which he developed into a leading digital production and film studio, launching original television series, expanding commercial production, building a computer graphics film group, and generating a proprietary online library. In this position, he raised $25 million in private equity from U.S. and European venture capital firms, structured and negotiated all key company deals, and leveraged his international distribution expertise to structure international co-productions.  Earlier in his career, Jeff served as general counsel and senior vice president of business affairs in London and practiced law in Los Angeles. Jeff has a J.D. from the University of Chicago Law School and graduated  Magna Cum Laude with B.A. in Anthropology from Harvard University.

"The New Media & Social Change"

Ian Rowe
VP of Public Affairs & Strategic Relationships, MTV

Ian V. Rowe is the Vice-President of Strategic Partnerships and Public Affairs for MTV: Music Television. His department oversees MTV's on-air, online and off-air "pro-social" campaigns that build awareness of issues of importance to the MTV audience, and that encourage young people to take action to address those issues, such as Choose or Lose which in 2004, helped to mobilize nearly 22 million young people to vote.

He now oversees MTV’s new pro-social platform, think MTV that informs and engages viewers to take action on the domestic and global issues that matter most and affect their lives. The website think.mtv.com serves as a comprehensive online resource for young people to get more information about issues of concern, whether it is education, sexual health, discrimination, the environment, or global issues like the fight against preventable disease and extreme poverty.

Prior to MTV, Ian was the Director of Strategy and Performance Measurement for USA Freedom Corps at the White House, the President's initiative on volunteer service. Ian is an Echoing Green Fellow and was also founder and President of Third Millennium Media, a media consulting business. Ian spent two years at Teach For America, holds an MBA from Harvard Business School and a degree in Computer Science Engineering from Cornell University.

"Everything you ever wanted to know but were afraid to ask on starting your venture"

Kirsten Gagnaire, Principal
Social Enterprise Group, LLC 

Boku Kodama
Founder and Executive Director
Urban VOICE

Boku Kodama is the founder and executive director of Urban VOICE, a nonprofit educational media organization working to bring social and economic opportunities to low income, urban communities. Kodama is the executive producer for several video documentaries on social justice and is the founder of the Oakland Entrepreneurship Institute, a hands-on training program that develops home-based and micro businesses as a means of civil rights.

Boku grew up in one of the poorest communities of the Bay Area. During the past 30 years, Boku has also served as a consultant in the high tech industry, having designed the largest computer service organization in the world.

In 1995, he “retired” to devote his time to providing education in entrepreneurship and technology focusing on those with the greatest need including former welfare recipient, older adults with outdated job skills, the disabled and the formerly incarcerated. He is the conceptual architect for the City of Oakland’s Business Assistance Center, identified as the top business priority in Oakland. Boku is writing a hands-on, how-to book on entrepreneurship as a means of social justice as well as developing a training program on organic container gardening for flatland urban communities as a sustainable method of low-cost nutritional independence.

Barrie Hathaway
Executive Director
StreetTech

Barrie Hathaway has been the Executive Director of Street Tech since October 2004. A former supply chain management executive in the high technology sector, over the last twenty-five years, he has worked for computer and telecommunications firms including Sun Microsystems, Bay Networks and Marconi Communications.He is the president of the board of directors for Care Through Touch Institute; an appointed member of the Richmond Workforce Development Board; the Co-Chair of the Community Technology Network of the Bay Area and a fellow of the Leaderspring Executive Director’s Fellowship Program. Barrie is a graduate of the University of San Francisco where he completed a B.S. in Organizational Development and a Master of Nonprofit Administration.

Doing Your Homework: Market research for the social venture

Kirsten Gagnaire, Principal
Social Enterprise Group, LLC
www.socialenterprisegroup.com
www.sustayne.com
http://sustayne.blogspot.com

Ms. Gagnaire has a broad background in developing strategy and conducting business planning for non-profit, business and government clients. As Principal and founder of Social Enterprise Group, LLC., Ms. Gagnaire specializes in assisting non-profit and business clients in developing comprehensive strategic plans, developing social enterprise business plans and building organizational capacity to achieve a more efficient and effective social enterprise. She is a leader in the field of social enterprise, working with, speaking to and teaching social enterprises in the U.S and internationally, and has been Vice Chair of the Board of Social Enterprise Alliance since 2004.  She has also developed a comprehensive social venture business planning methodology, Sustayne, in partnership with Bainbridge Graduate Institute.
 
Ms. Gagnaire was Administrator of Strategic Planning at Casey Family Programs. Prior to her work at Casey, Kirsten was a consultant with KPMG Peat Marwick, specializing in management, technology, and organizational development consulting for health and human service agencies. Her fusing of social issues and business expertise began internationally – first as a marketing intern at the Russian-owned world trade center in Moscow and later as a small enterprise development Peace Corps volunteer in Mali, West Africa.

Market Research

Customers and Market Research

Writing Your Business Plan

Making the Pitch: How to be sure you’ve got it right

Janet S. Cohen
Consulting & Training Services for Nonprofit Organizations

Jan Cohen has been a trainer and consultant to nonprofit organizations throughout the U.S. for over 18 years.  Her focus is customized worksessions and consulting services for nonprofit organizations throughout the country for diversification of revenue, earned income, marketing planning, and strategic planning processes. In addition to her own consulting and training business, Jan assisted nonprofit organizations for 5 years as Senior Consultant with the National Center for Social Entrepreneurs, 5 years as an Affiliate Consultant with CompassPoint Nonprofit Services Consulting Group in the S.F. Bay Area, 3 years as Director of New Business Ventures at HOPE Services, and 10 years as Chief Executive Officer of Project HIRED, a nonprofit employment service for persons with disabilities.  Under her leadership, Project HIRED grew from a budget of $50,000 to a budget of $2.3M, with 85% of revenue self generated from businesses, such as HIRE TEMPS, Managed Services, and a Corporate Services Division. Jan is a Board member of local and national nonprofit organizations.  In addition to her B.A. and M.A., Jan has a New Product and Service Marketing certificate from the University of California at Santa Cruz.

Marketing Message Presentation

Marketing Message Worksheets

Resources

For a detailed list of resources for social enterprise