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2021 CharityTracker National Virtual Summit

This gathering is different — unlike any conference you have attended.

For one thing, it's virtual — available online with live video and audio. Here's your chance to learn how others are facing new challenges caused by COVID-19. They will share their knowledge and best practices, which could help you address your complex challenges in more simple, efficient, and effective ways.

Summit Schedule

TWO DAY EVENT

Thursday & Friday, April 22 & 23

10:00 am* — 3:50 pm each day

*Central Time Zone — (8:00 am on the West Coast, 9:00 am Mountain Time, and 11:00 am on the East Coast)

Thursday, April 22 Schedule

  • Our first Session begins at 10:00 am, followed by other Sessions throughout the day.
  • We do not break for lunch, so that we can maximize our short time together.
  • Please consider registering early — to save your space at this virtual Nationwide Summit.

Session #1:

Best Practices for Community Care Networking — Charleston, South Carolina

The Charleston CharityTracker Network is the largest Care Network in the country. Over 300 organization, including 900+ caregivers, have joined together and served over 150,000 people in a 3-county footprint. This thriving network, launched in 2009, is coordinated by Cathy Easley who is Associate Vice President of Community Impact for Trident United Way.

10:00 am — 10:05 am

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
  • Mike Simon — Summit Co-host
10:05 am — 10:10 am

Video: Now it's Possible

  • New breakthroughs that can "move the needle" on poverty and hunger
10:55 am — 11:25 am
10:50 am — 10:55 am

Video: Trident United Way

  • Addressing COVID-19 Challenges

Panel Discussion

Keynote Speaker

  • Cathy Easley — Associate Vice President of Community Impact for Trident United Way
10:10 am — 10:50 am
11:25 am — 11:30 am

Quick Break

Session #2

Charity Tracker — New Features

Big opportunity to see new and exciting features of our CharityTracker Pro service. These eliminate paperwork and streamline distribution — ensuring that people are better served in a timely, safe, and dignified way.
We will show you how to use barcode scanning, signature pads, and paperless data collection. These help to quickly identify people's needs, and then, keep track of assistance and its impact. We will also show you new innovative tools that address the challenges of COVID-19.
  • Kiosk Mode — Now, clients can be handed an iPad, or sit at a computer on agency premises, and fill out their own intake form digitally. Our advanced Kiosk Mode allows clients to apply “online” for assistance from a helping agency.  Clients simply go to a secure web link, via any Internet connection, and provide information that is sent to a helping agent who assesses needs and coordinates assistance.
  • Client Scheduling - You can now create and configure appointments for clients. With handy features such as recurring events and capacity limits, you can streamline your operations and logistics.
  • Client Broadcasts - You can send mass text message (SMS) and voice (text-to-speech) broadcasts to your clients. This is a great way to inform your clients quickly and easily with news and updates from your organization.
11:35 am — 12:05 pm

Training of New Features

  • Kyle Minckler — Trainer & Implementation Specialist
  • Isaac Simon — CEO of Simon Solutions
11:30 am — 11:35 am

Introduction

  • Joey Yarber — Summit Host / Moderator
12:05 pm — 12:25 pm

Questions / Answers

12:25 pm — 12:30 pm

Quick Break

Session #3:

Community Partnerships — Working Together for Greater Community Impact

People, organizations, and institutions are learning how to align their unique strengths and collectively tackle tough community challenges with greater force and success. Networking technology enables them to work together more efficiently and effectively. Resourcefulness is increased and duplication is reduced, by as much as 91%. Greater outcomes and impact are achieved.

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
12:35 pm — 12:55 pm

Keynote Speaker

  • Andrea Proulx Buinicki — Vice President of Community Impact for Lake Area United Way
12:30 pm — 12:35 pm
1:15 pm — 1:35 pm
1:35 pm — 2:05 pm

Keynote Speaker

  • Tracey Dill — Director of Economic and Financial Mobility for United Way of Greater Nashville

Panel Discussion

Keynote Speaker

  • Ashton Greer — Operations Director for the Fischer Theatre
12:55 pm — 1:15 pm
2:05 pm — 2:10 pm

Quick Break

Session #4:

A Stronger Safety Net — One That Keeps People from Falling Through the Cracks

Now it's possible for all helping agencies, across a community, to work together to strengthen their social safety net and create an effective referral system that "keeps people from falling through the cracks." Results are amazing: people are better served, helping agencies are better informed, and communities are better engaged.

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
2:15 pm — 2:35 pm

Keynote Speaker

  • Pat Schoenemann — Director for Brazos Health Resource Center
2:10 pm — 2:15 pm
2:55 pm — 3:15 pm
3:15 pm — 3:45 pm

Keynote Speaker

  • Valerie Finley — Executive Director for the Society of St. Vincent de Paul Southwest Texas Council

Panel Discussion

Keynote Speaker

  • Rebecca Eastman — Board Member of Stillwater Cares
2:35 pm — 2:55 pm
3:45 pm — 3:50 pm

Special announcements — Day 1 activities end

friday, April 23 Schedule

  • Our first Session begins at 10:00 am (Central Time Zone), followed by other Sessions throughout the day.
  • We do not break for lunch, so that we can maximize our short time together.
  • Please keep in mind that all sessions are recorded and available after the summit.

Session #5:

Best Practices for Community Care Networking — Huntsville, Alabama

The Huntsville/Madison County Care Network is one of the most innovative and fastest growing networks in the country.  Network is coordinated by Jennie Robinson and Missy Hanks of the ELM Foundation. These remarkable community stakeholders are pioneering an unprecedented, cross-sector collaborative that’s working together for common good and greater impact.

10:00 am — 10:05 am

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
10:05 am — 10:10 am

Video: CharityTracker

  • Care Networking Makes the Difference
10:55 am — 11:25 am
10:30 am — 10:50 am
10:50 am — 10:55 am

Keynote Speaker

  • Missy Hanks — Case Manager for ELM Foundation

Video: Huntsville City/Madison County CharityTracker Care Network

  • Community Connections and CharityTracker

Keynote Speaker

  • Jennie Robinson — President of Huntsville City Council & Administrator for ELM Foundation

Panel Discussion

  • Special Guest: Mayor Tommy Battle — Huntsville, Alabama
10:10 am — 10:30 am
11:25 am — 11:30 am

Quick Break

Session #6:

Working Shoulder to Shoulder with People in Poverty to Build a Better Quality of Life

A more comprehensive approach to transforming people's lives is needed to ensure that everyone in a community has a chance to live a healthier, happier, and a more meaningful life. Helping agencies are collectively advancing coordinated care which ensures that people gain greater access to knowledge, resources, and opportunities that can transform their lives.

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
11:35 am — 11:55 am

Keynote Speaker

  • Phil DeVol — Author of Bridges Out of Poverty and Consultant for aha! Process, Inc.
11:30 am — 11:35 am
12:15 pm — 12:35 pm
12:35 pm — 1:05 pm

Keynote Speaker

  • James Whitford — Co-founder & Executive Director for Watered Gardens Ministries

Panel Discussion

Keynote Speaker

  • Hannah Jarrett — Director of Financial Stability Strategy for United Way of the Piedmont
11:55 am — 12:15 pm
1:05 pm — 1:10 pm

Quick Break

Session #7:

How to Become More Resourceful and Get the Attention of Funders

The conversation among funders is shifting — from a social service to a social change model, from a single-focused to a community-focused approach to helping others, and from isolated impact to collective impact.  Funders want more data-driven decision-making that measures outcomes and impact.  They want to find out what really works; and then, make it work for more people.

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
1:15 pm — 1:35 pm

Keynote Speaker

  • Melissa Thompson — CEO/President for the Community Foundation of Greater Huntsville
1:10 pm — 1:15 pm
1:55 pm — 2:15 pm
2:15 pm — 2:45 pm

Keynote Speaker

  • Mike Simon — Community Impact Specialist for Simon Solutions

Panel Discussion

Keynote Speaker

  • Angie Williams — President of Spark Consulting Group
1:35 pm — 1:55 pm
2:45 pm — 2:50 pm

Quick Break

Session #8:

The Future of Social Services — Impacted by New Challenges

Here is your chance to gain a wealth of knowledge and wisdom. Leading experts and practitioners in social services will engage in open dialogue and discuss how they are adapting to current challenges, such as COVID-19. They will also share how they are preparing for future challenges and systemic changes that are on the way.

Welcome Everyone

  • Joey Yarber — Summit Host / Moderator
2:55 pm — 3:45 pm

Roundtable Discussions

  • Experts and practitioners from across the country
2:50 pm — 2:55 pm

Closing Remarks

  • Joey Yarber
3:45 pm — 3:50 pm
3:50 pm

Summit Ends

This National Summit will be recorded and viewed at www.simonsolutions/webinars

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