Draft Programme
Download the final version of the Conference Programme as a PDF!
Conference Streams
New Zealand Philanthropists and Grantmakers work across the philanthropic landscape and this year we’re making sure you’ll all have the chance to attend sessions that are in tune with your field of interest. The key below lists the five ‘streams’ we have developed that will run throughout the Conference. The logos on the left will indicate the stream of each streamed session.
Grantmaker Effectiveness
Innovation
Learning and Development
Investment
Community Leadership
Wednesday 6 April
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8.00am |
Registration – Oceania |
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9.00am |
Powhiri - Te Marae |
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10.00am |
Morning Tea - Oceania |
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10.30am |
Conference Scene Setting - Soundings Theatre
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John Prendergast |
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10.35am
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Keynote Address K1. Opening Plenary: Philanthropy through the Looking Glass - Soundings Theatre Philanthropy today, true to Alice’s looking glass world, is a place of constant change where strategy reflects the wonders of grantmaking, using thought and opportunity. Philanthropy through the Looking Glass will explore our current environment, look back on our achievements and challenges, and offers us a clear perspective for looking forward to a future filled with promise. |
Steven Burkeman, Rowntree Society Pat Snedden,
Chair: Helena Francis |
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11.30am |
Keynote Address K2.Healthy Whanau, Healthy Communities; - Soundings Theatre He titiro whakamuri, he anga whakamua |
Hon Tariana Turia, Chair: Ana Rolleston |
| 11.55am | Pop up Performance | |
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12.00 midday |
AMP Capital Lunch - Oceania |
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1.00pm |
Concurrent Workshops |
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A1. A workshop that will show the importance of relationships in grantmaking through case studies. It is an opportunity to discuss what are the important components, the challenges, and lessons learnt from collaboration and doing things differently. |
Kate Frykberg, Shalini Pillai, Corrina Gestro-Best Facilitator: Karyn McLeod |
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D1. Social Media; exploring another tool in the grantmaker toolkit. |
Russell Joyce Helen Heath Melita Farley JR McKenzie Trust
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How do you invest in youth leadership effectively? Hear case studies and tips from inspirational young leaders who are making a difference for future generations in their community.
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Te Rawhitiroa Bosch Nick Holmes, Amanda Judd, Lani Evans, Facilitator: |
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A4. Socially Responsible Investing: Enlightened Self Interest Produced by the Responsible Investment Association Australasia, Enlightened Self-Interest brings together extensive research on global issues which impact portfolio value such as climate change, environmental risk, water and energy security, the transition to a new green economy, investing in emerging nations and in developing regions, the ever unfolding financial crisis, increasing regulation, and population and demographics. Find out why some of the world’s largest investment houses, superannuation funds, religious organisations, NGOs, charities and citizen investors are taking environmental, social, ethical and governance issues into account in their investment decisions. This workshop is facilitated and supported by AMP Capital Investors. AMP Capital has been a certified member of the Responsible Investment Association of Australasia since 2005 and is the largest manager of responsible investments in New Zealand and Australia. |
Louise O’Halloran Facilitator: |
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A5. High engagement funding is hardly a new concept in philanthropy, yet recent years have brought an upsurge in interest in this all-encompassing method of giving. Giving more than money, some grantmakers choose to work closer with grantseekers, offering organisational development, learning events and links with policy makers. Steven Burkeman elaborates on his keynote address and focuses on benefits, challenges and risks in ‘Funding Plus’. |
Steven Burkeman, Facilitator: |
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A6. What does evaluation really mean? What’s the relationship between evaluation, learning and improvement? How can we as funders support a culture of continuous improvement and value a learning culture that ultimately improves impact? This session will include living breathing examples of evaluation in New Zealand and is designed for those who are new to the field of evaluation in philanthropy and are keen to ‘unpack evaluation’. |
Kate McKegg Facilitators: and
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A7. How Not to Make Disaster Grantmaking a Disaster |
Sylvia Admans Facilitator: |
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2.30 |
Afternoon Tea - Oceania |
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Mini Keynotes |
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2.50pm |
MK1.Tākoha Aroha: Grantmaking with Integrity In our conversation we reflect on how we each think about our roles in the world of philanthropy and sustain our own values. What can Te Ao Maori teach in thinking about integrity in grantmaking? What does the concept of takohaaroha, or giving with loving intent, mean in practice? How might we think about being Pakeha and a "funder"? How do we be more than just "a walking dollar sign"? How is philanthropy served by the concepts of action and reflection, participation, power, conversations, relationship? |
Bev Gatenby
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MK2. Effective Corporate Social Responsibility Business cannot succeed in societies that fail. Social well being and healthy communities are vital. A healthy society supports and enables economic growth. There is a strong consumer expectation that business will share some responsibility for social success. Almost one third of New Zealand consumers say they are prepared to move their purchases to a provider of services if it’s social and environmental performance is better. The challenge for business is to ensure that community engagement is a core part of its business strategy and to invest in social growth and work effectively with others in developing solutions. This session will look at effective corporate responsibility models in NZ and in the developing world, key challenges in this area and provide insight into the role corporate responsibility has in creating long term business and community success. |
Ambalika Kutty, Suzi Marsden, Chair: Annette Culpan |
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MK3. Socially Responsible Investment Responsible Investment has become a discipline once limited to the few and now applied by the many. How has this come about? What types of policies, frameworks, tools are being applied? What are the choices for different investors? Can this new wave be harnessed for social as well as financial return? In this briefing our presenters will examine current global and local trends in Responsible Investing, the opportunities and issues affecting both retail and institutional investors, introduce you to Impact Investing, and lead a discussion on the future of Responsible Investment in NZ. |
Anne Maree O'Connor Matthew Mimms |
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MK4. Innovation: balancing innovation with risk– funding at the ‘riskier’ end Philanthropy has the capacity to do things differently; philanthropists and grantmakers can be risk takers, being prepared to back innovative and visionary projects. Philanthropy can and should be the ‘venture capital of social change’. Philanthropic funding can provide society with a capacity for taking risk that goes beyondthe limits of states or markets. There exists a unique capacity of foundations to spot innovative solutions to problems, to jump-start andthen help sustain the innovation process. Henrietta Marrie will use her background with the Christensen Fund in balancing innovation with risk as a backdrop to this session. |
Henrietta Marrie, Facilitator: |
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MK5. A unique capacity building model to build sustainable, dynamic organisations Society today relies more and more on not for profit organisations to provide critical services, advocate for public policy and stimulate innovation. As a result funders and not for profits share similar interests; how to make better use of limited resources in the face of growing need, and how to achieve important outcomes in a volatile, changing environment. Louise Walsh will use the ‘Artsupport Australia’ model as the backdrop to helping not for profits reach their full potential. |
Louise Walsh, Chair: Paula Thompson Bay Trust |
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3.45pm |
Keynote Pathways to Shared Prosperity; business investment in a strong, healthy New Zealand. - Soundings Theatre Vodafone’s journey to build a stronger, healthier New Zealand through philanthropy and leveraging corporate relationships and expertise. What are the opportunities for businesses in New Zealand to play a more active role in this space and how can we encourage this? |
Michael Stanley, Chair: Paula Thompson |
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4.15pm |
Keynote Maximising Impact: learning from what we do - Soundings Theatre |
Jess Dart, Gayle Williams, John McCarthy, Chair: Alison Taylor |
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5.30pm |
Break |
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6.30pm |
NZ Asset Mannagement Cocktail party and entertainment |
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Thursday 7 April
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7.30am |
Conference Breakfast - with round table networking options. |
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8.30am |
Keynote 1 Leading through partnership and collaboration |
Marcel Lauzière, Chair/Interviewer: Jennifer Gill |
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Keynote 2 Investment Lessons for Philanthropy from the Global Financial Crisis The Global Financial Crisis has impacted on every citizen of the world in some way – and those engaged in Philanthropy haven’t been immune to its impacts. What can we learn from the experiences of recent years that might insulate or mitigate the effects for philanthropists of a future financial downturn? This session will provide three different perspectives on the learnings from the global financial crisis – from an investment manager, a central banker, and a portfolio manager. |
Peter Lynn Grant Spencer Kathy Cave Chair: |
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9.30am |
Extended Concurrent Workshops |
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B1 Local communities in Aotearoa NZ are showing their determination and capability to vision and plan their own futures, and to invite funders, government and others to join the journey with them. Over the last two years Inspiring Communities has been actively walking alongside some communities, leveraging support and capturing learning from the changes that are happening. These ways of working create and require changes, eg different styles and processes of leadership, shifts in power relationships, new ways of working together and new forms of engagement. Two local communities will discuss their experience and learning :
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David Hanna, John Forbes, Dickie Farrar, (Whakatohea, Whanau A Apanui) General Manager, Whakatohea Maori Trust Board Karen Clifford, Carmen Payne, Barnardos Mary-Jane Rivers, Barbara MacLennan, Facilitator: Trish Hall |
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B2. There are many different approaches that funders can undertake to help strengthen community organisations, including how funders can support not for profit sector development. This session will focus on case studies from Imagine Canada, Arts Support Australia and New Zealand that illustrate emerging practice for building capacity through support, development and reflective learning. |
Marcel Lauzière Louise Walsh, Sara Bennett, Megan Barclay, Chloe Harwood, Facilitator: |
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Nobody wants to make the same mistakes twice, which is why it is important that funders learn from what they do. One of the ways to do this is to work with grantees as partners and to encourage their learning. Reflective practices are important for both funders and those we support, and leads to creating a learning organisation. In this session participants will assess their own attitudes and practices toward learning and will have an opportunity to explore what can be done to increase impact through culture and practices. |
Christina Howard, Karyn McLeod, John McCarthy, |
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This hui will be exciting. With presenters providing feedback on how philanthropy has, and could, contribute to hāpu/iwi/Māori development with great examples from ngā rōpū (groups). We will have the opportunity to hear from an amazing indigenous international speaker, describing the importance of whānaungatanga (connectedness), initiatives, and options to consider for a way forward. With your contribution to the kōrero (discussion) we will be able to identify what the future of philanthropy supporting Māori may look like, and what Philanthropy New Zealand’s role might be in this. |
Henrietta Marrie, Marama Takao Goldie Akapita Moi Becroft Kristen Kotere-Soutar Rongo Kirkwood, Pat Nathan |
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B5. Grantees are critical in ensuring the most effective outcomes and impact, so a positive and productive relationship with grantees is crucial. There are many dimensions critical to grantee satisfaction and achieving impact including:
Ultimately the beneficiaries of better grantmaker/grantseeker relationships are not just grantseekers and grantmakers – but the people and issues they seek to address through their work. By working more productively together, grantmakers and grantees can create more positive social impact and improved outcomes – which is the goal of both parties. This session will explore case studies of trusts who have engaged with stakeholders in a range of ways to improve impact and understanding of each other’s worlds and include a range of tools that can be used to facilitate engagement and learning from those we seek to work with. |
Peter Stowers, Jennifer Gill, Sally Mountfort, Gael Surgenor,
Facilitator: |
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Short Concurrent Workshops |
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Demystifying Currency Hedging What are the theoretical benefits of currency hedging? How many of these benefits actually translate into practice? Danica will help provide solutions to many of the questions surrounding currency hedging. She will also deal with topical issues like how to cope with volatile currency markets and ensure competitive and transparent pricing.9.30 – 10.15am C1B. The market impact of an exit from Quantitative Easing 10.15 – 11.00am |
Danica Hampton
Facilitator: |
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C2. If improving accountability and transparency is the question – is auditing the right answer? Many Not-For-Profit organisations in New Zealand are required to be audited. This is often specified by funders. Some in NFP organisations are experiencing increasing challenges such as it being harder to find auditors, and the audit process becoming more complicated and expensive. Added to this are some significant environmental changes such as new accounting standards, new audit standards, new legislation impacting auditors and independent oversight of auditors being introduced in New Zealand. All those in the NFP sector should have an overview understanding of these issues and implications. This interactive presentation will cover the following:
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Craig Fisher,
Facilitator: |
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11.00am |
Morning Tea - Oceania |
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Extended workshops continue |
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C3. Investing in New Zealand’s Private Companies The New Zealand private company market is large. It comprises more than 3,500 companies with annual revenues of more than $10 million. The segment of the market that Direct Capital invests in comprises more than 850 companies with annual revenues between $30 million and $250 million. This compares to New Zealand’s listed market of just over 160 companies. New Zealand’s top private companies have the size, scale and management sophistication to match the standards of our best-performing listed companies. The market also offers higher growth rates, better alignment between owners, management and investors, consistently higher value creation, and investment diversification. And it’s a market in which New Zealand institutional investors and community trust organisations are focusing more attention and more investment. In this session, Direct Capital will discuss the private company market, how community trust organisations can invest in it, the key features underpinning performance, investment considerations, and provide specific company examples. |
Gavin Lonergan Facilitator: |
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C4. Nelson Mandela’s quote “A good head and a good heart are always a formidable combination” reflects the qualities and challenges that many Trusts face today. We attract people with good hearts and we deliver to people and community groups with good hearts but in the boardroom we have to make sound decisions with the head. This session is directed towards those serving as Trustees. It looks at ways to view decisions from both perspectives and to ensure we achieve then maximise this formidable combination. |
Bev Edlin |
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1.00pm |
Russell Invesment Lunch - Oceania |
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Concurrent Workshops |
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2.00pm |
An additional tool for funders. Why how and when? An update on what’s happening in New Zealand in Social Lending and what opportunities, challenges and risks there are for the philanthropic sector. |
Sue Cooper Facilitator: |
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D2. More than money, philanthropy can be about integrating research, convening, working with local and central government, advocacy and exercising leadership on tough issues. Expanding philanthropy through co-funding arrangements, LINKING DIVERSE STAKEHOLDERS and taking a seat at the policy-making table MAY all BE components of a successful strategy. This will be a highly interactive session where speakers will discuss an example of the tools they have used. |
Terri Eggleton Trevor Gray Mark Bentley Facilitator: |
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Challenges and opportunities for Trustees of Family Foundations; a facilitated dialogue and exchange of ideas. |
Facilitator: Jennifer Gill ASB Community Trust |
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This session will introduce a practical approach to how funders can embed a flexible monitoring, evaluation, reporting and improvement (MERI) processes. This learning-based approach to monitoring and evaluation is designed to assist funders to collect meaningful data and assess whether they are on track to achieve their intended results, and if not, to guide them towards programme improvement. The session will include practical case studies to illustrate how the framework can be used effectively by funders. |
Jess Dart, Maree Maddock, Catherine George, Facilitator: |
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Henry Ford once said, ’Coming together is a beginning. Keeping together is progress. Working together is success.” This session will highlight constructive partnerships between different kinds of philanthropic bodies and governmental bodies. It will focus on and recognise the value of effective partnerships for funders. |
Steven Burkeman, Maria Ramsay, Belinda Gorman Facilitator: |
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Perpetuality and Investment Strategies for the Long Term How long is perpetual? What asset allocation is appropriate for the long term investor? How do you reconcile a long term investment horizon with shorter term distribution requirements? This session will provide three different perspectives on these challenges which many philanthropic investors grapple with, followed by a panel discussion. |
Michael Chamberlain Nick Maier Bernard Reid Facilitator: |
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The Wayne Francis Charitable Trust will discuss’ Positive Youth Development Aotearoa’, a resource that has been developed as a reference tool to assist funders and others working in the youth sector understand the indicators of effective youth work principles. |
Chris Jansen |
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3.30pm |
Closing Plenary address It’s What We Do – the habit of giving - Soundings Enjoying the privilege of giving is the heart of philanthropy. Inspiring others is the essence of giving for good. Being proud of what we do, becoming role models, talking about our giving will propel us towards a more generous society where giving becomes the norm. Making giving a habit starts at an early age, is nurtured through childhood and embedded by adulthood. As Philanthropy through the Looking Glass draws to a close let’s reflect on and celebrate the habit of giving in all its forms. |
Sir Ray Avery Paul Brock, Ben Roberts Chair: |
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4.45pm |
Poroporoaki and closing video |
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5.00pm |
Philanthropy New Zealand AGM |
Investment
Governance: Heart and Head – the Philanthropic Advantage
D3. Family Foundations; Contemporary issues
D7. Positive Youth Development in Aotearoa