Thank you for joining Partnership for Excellence!

At PFE we appreciate hearing from program participants. This brief survey is an opportunity for you to provide feedback on the virtual conference. We will use the results to help us improve and plan for future conferences. The survey should take no more than 5 minutes and is anonymous (if you wish).

The survey will close on Thursday, October 27 at 11:59pm.

Materials and resources shared at PFE:

Initial Insights from the State of the Nonprofit Leader Survey, Tarek Azzam

Central Coast Regional Equity Initiative (CCREI) Presentation, Kathleeen Knight and Marcos Vargas

Coming Soon – Our Sector’s Role in Equity: Data Visuals to Inform Our Conversation, Jonnie Williams

PFE Jamboard: Community Wisdom Shareout

State of the Nonprofit Sector in Santa Barbara County

Central Coast Regional Equity Study – CCREI

Collaborative Fundraising

Activating Equity in the Central Coast

Live virtual event on Wednesday, October 19, 2022
9:00 am – 12:30 pm PDT

Generously sponsored by The Foundation Roundtable for more than 25 years, the Partnership for Excellence (PFE) convenes hundreds of Santa Barbara County nonprofit and foundation staff and leaders to learn, network, and collaborate together. This fall, join us on Wednesday, October 19, 2022 for a virtual event focused on connecting members of the philanthropic sector, centering data for action, and advancing equity in our region. Our facilitators include leadership from the Central Coast Regional Equity Initiative, The Fund for Santa Barbara, the Santa Barbara Foundation and the UCSB Center for Evaluation & Assessment.

VISION

On October 19th, Partnership for Excellence will serve as a space for our community to engage in meaningful and action-oriented conversations centered in equity. Advancing equity calls us to:

Learn: understanding the principles of equity and supporting research
Engage: recognizing disparities and inequities, and accountability in our individual and organizational work
Actionize: creating opportunities for organizational and collaborative change in the spirit of a shared vision of a more just and equitable Central Coast

We’ll be guided in discussions by two independent, community-informed resources from our region. Drawing on local research, we’ll lift up opportunities for deeper understanding of regional disparities and inequities in our sector. You will be invited to engage in community conversations centered in both our experiences and curiosity. We hope you come away feeling empowered, energized, and ready to advance equity in the spirit of your mission and community.

The Central Coast Regional Equity Initiative aims to deepen our understanding of regional disparities, facilitate a region-wide multi-sectoral conversation, and advance social, health, environmental, and economic equity through a community and research-informed action framework. Drawing on community-informed, intersectional equity data and insights from community organizations advancing equity in their own work, the initiative actionizes around addressing regional inequities to move the Central Coast towards a just and equitable future.

The State of Nonprofits in Santa Barbara County Report provides the most up to date and holistic picture of Santa Barbara County’s social sector, highlighting demographics and data on the financial health of the sector as well as current trends in demand for service, organizational capacity, employment, diversity in leadership, and other sector trends.

PROGRAM

PFE programming will be offered with simultaneous and consecutive Spanish interpretation.

Framing the day will be the Central Coast Regional Equity Initiative and The State of Nonprofits in Santa Barbara County Report. We’ll explore the importance of research and opportunities for it to inform our work. From multiple dimensions, sessions will offer opportunities, examples, and highlights from local organizations and leaders. Community Conversations breakouts will provide facilitated discussions for you to share approaches and experiences, inspire partnership, and begin to strategize equity action steps.

Join us as we learn more about how we can strengthen our sector to advance equity – both in our organizations and in our greater philanthropic community– to co-create a more just and equitable Central Coast.

8:45 AM	Platform Opens
9:00 AM	Gathering + Language Justice Introduction
9:10 AM	Welcome to Partnership for Excellence Foundation Roundtable Welcome with Jon Clark of the Foundation Roundtable Overview of the Day, with Judy Hawkins PFE and Ruby Road Leadership
9:20 AM	Introduction The Value of Research in Our Sector with Rubayi Estes, Santa Barbara Foundation
9:25 AM	Centering Local Research State of the Nonprofit Sector: Equity in Research with Tarek Azzam, UCSB Center for Evaluation and Assessment Exploring the Central Coast Regional Equity Initiative (CCREI) with Kathleen Knight and Marcos Vargas, The Fund for Santa Barbara
10:10 AM	Break
10:20 AM	*Our Nonprofit Sector’s Role In Equity: A Panel Conversation* Featuring Stacie Furia, Santa Barbara Foundation, Marcos Vargas, The Fund for Santa Barbara, and Jonnie Williams, PsyD, Evolve Equity. Guided by Lauren Trujillo, Santa Barbara Public Library Foundation.
10:55 AM	Community Conversations Introduction
11:05 AM	Community Conversations: Facilitated Breakouts *How might we activate equity in our organizations, constituencies, and communities?*
11:50 AM	Community Group Discussion Facilitated by Gary Clark, Santa Barbara Foundation, and Kathleen Knight, The Fund for Santa Barbara
12:20 PM	Community Reflection and Wisdom Share-Out
12:25 AM	Program Close

The Partnership for Excellence welcomes individuals from nonprofits and foundations with the intention to represent the diversity of our community. Staff and board members from 501c(3) nonprofit organizations and foundations serving Santa Barbara County are invited to register. We welcome grassroots, volunteer-led, and larger organizations, as well as a variety of roles within the sector. Consultants currently serving Santa Barbara County nonprofits are also welcome.

To help broaden perspectives, organizations are invited to register up to (5) persons for this virtual event. Participating organizations are encouraged to diversify your registrants, and the PFE gathering, by including staff from two or more county locations (north/mid/south), as well as representatives from foundation leadership, programs, community outreach, advocacy, executive/development, and board roles.

This virtual PFE program is audio/video accessible to all registered guests with computer, internet access, and installed Zoom app version 5.11.11. Programming will be broadcast with simultaneous and consecutive Spanish interpretation. This program will not be available by mobile phone.

With generous sponsorship from The Foundation Roundtable members, this year’s virtual
Partnership for Excellence is free to Santa Barbara County participants.

Registration Deadline: Wednesday, October 12, 2022

Your participation and perspective are welcomed to help ensure diverse and regional voices from our community. Opportunities for you to participate:

Register and attend PFE Community Connections on October 19
Volunteer to be a conversation liaison to a small group breakout
Review the CCREI Executive Summary and The State of Nonprofits in Santa Barbara County in advance
Bring an action step your organization/foundation has taken to advance equity – or a question you have about moving forward – to collaborate during breakout community conversations

NOTE: You must register in advance to participate in any part of virtual PFE 2022

Questions? Please contact our Ruby Road production team/ Judy Hawkins (805) 455-8381 and judy@rubyroadleadership.com

Produced by Ruby Road Leadership in partnership with Bridging Voices, Visionality, Inc.,
and Nonprofit Resource Network (NPRN).