DATA INSTITUTE 2018
Presented by Good Measure
Do you aspire to be a data-driven leader? We invite you and your team to join us for the 2018 Data Institute to connect, learn and explore proven solutions to your data dilemmas.
November 13, 2018 | 7:30 AM - 5:30 PM | Austin, TX
We are officially SOLD OUT for the 2018 Data Institute. If you have questions about your registration or the event, please contact Mary Marcum at firstname.lastname@example.org.
The 2018 Data Institute features:
- Keynote address, “Building and Sustaining a Culture of Learning” by nonprofit data and evaluation expert Sam Cobbs.
- 15 distinct breakout sessions, led by nonprofit data experts from Texas and beyond, on a wide variety of data and evaluation topics.
- Format specially designed for team-based learning, with guided reflection and action planning throughout the day.
- Curated discussions to help participating nonprofits and funders understand their data-ecosystem and identify strategies for driving positive change together.
- Solutions Showcase to share innovative, game-changing approaches to long-standing data and evaluation challenges.
- Happy Hour and multiple opportunities to network with other data leaders.
- A “No Solicitation” policy to allow for more open dialogue between nonprofits and funders.
November 13, 2018 | 7:30 AM – 5 PM
7:30 - 8:30 AM
Registration and Networking Breakfast
8:30 - 9:30 AM
Welcome and Opening Keynotes
Sam Cobbs, Chief Program Officer, Tipping Point Community
Keynote description coming soon.
9:45 - 10:45 AM
Morning Breakout Sessions
Ann K. Emery, Information Designer, Emery Analytics
Kijana Knight-Torres, Design Researcher, Design Institute for Health
Reyda Taylor, PhD, Founder and Owner, PKE Insights and Senior Consultant for Data and Research, Mission Capital
- Learn about storytelling theory at a high level
- Identify ways to tease out and communicate the contextual story behind data visualizations
- Learn tips to anchor your insights in the data and avoid creating unintentionally misleading stories
- Practice crafting data stories with specific audiences and goals in mind
Isaac Castillo, Venture Philanthropy Partners
Katy Bourgeois, Mission Capital
Semonti Basu, Michael and Susan Dell Foundation
Ashley Conners Sherwin, Vice President for External Affairs, Family Independence Initiative
David Henderson, Chief Data Officer, Family Independence Initiative
Ivanna Neri, Austin Site Director, Family Independence Initiative
Kelly Bathgate, Kelly Bathgate, Managing Director, Impact, Tipping Point Community
Sam Cobbs, Chief Program Officer, Tipping Point Community
Tara Kirkland, Chief Program Officer, Mission Capital
11:00 AM - 12 PM
Late Morning Breakout Sessions
Ann K. Emery, Information Designer, Emery Analytics
Susan McDowell, Executive Director, LifeWorks
Kate Robinson, MFA, Executive Producer, Failing Forward: On the Road to Social Impact
Liz Schoenfeld, Ph. D., Director of Learning and Evaluation, LifeWorks
Isaac Castillo, Director of Outcomes, Assessment and Learning, Venture Philanthropy Partners
Karin Samii-Shore, President and Founder, Shore Research
- Types of survey questions (yes/no; likert scale, open ended response, etc.)
- Survey questions best practices, including do’s and don’ts
- How to avoid bias and leading questions
You will also get the chance to look at and critique different survey questions and begin to use what you learn to write (or edit) your own survey.
Moderator: Marisa Zappone, Senior Manager for Aligned Impact, Mission Capital
Presenters: Participants of the 2018 Good Measure Data Leaders Academy
12:00 - 1:30 PM
Research Presentation: Marisa Zappone, Senior Manager for Aligned Impact, Mission Capital
Reyda Taylor, Senior Consultant for Data & Evaluation, Mission Capital
Moderator: Tara Kirkland, Chief Program Officer, Mission Capital
Panelists: Meme Styles, Founder & CEO, Measure Austin
Semonti Basu, Manager for Measurement and Evaluation, Michael & Susan Dell Foundation
1:45 - 2:45 PM
Afternoon Breakout Sessions
Luzelma G. Canales, Senior Associate Vice President, Student Success for The University of Texas Rio Grande Valley
Alison Bentley, PhD, Director of Data and Evaluation, United Way for Greater Austin
Anna Lisa Conlin, LCSW, Planner, Travis County Health and Human Service Department’s Research & Planning Division
Laura Koenig, Director of School Readiness, E3 Alliance
Reyda Taylor, PhD, Founder and Owner, PKE Insights and Senior Consultant for Data and Research, Mission Capital
Moderator: Kate Robinson, MFA, Executive Producer, Failing Forward: On the Road to Social Impact
Presenters: Katy Sauer, Aligned Impact Manager, Mission Capital, with Measuring What Matters 2018 Cohort Leaders from Any Bay Can, Austin Partners in Education, AVANCE, Foundation Communities and Goodwill of Central Texas
Michele Martell, Principal, Martell PR
3 - 4 PM
Team debrief and action planning
Put the knowledge, perspective and connections you have gained at the Data Institute to work! The team debrief and action planning session will be facilitated by a data leader who will meet you in the session room listed on the back of your name badge.
4 - 5:30 PM
Solutions Showcase and Happy Hour
Join us in the Red Oak Ballroom for a cocktail and appetizers and to learn about real-life solutions to a variety of common data challenges.
2018 KEYNOTE SPEAKER, SAM COBBS
Sam Cobbs is the Chief Program Officer for Tipping Point Community. He has been part of Tipping Point since it began and when he was the CEO of First Place for Youth, a long-standing grantee, for 12 years.
Sam is a national expert and policy advisor on at-risk foster kids, specifically the issues they face as they transition into adulthood. In his 20 years of work in the nonprofit field, he has created and implemented programs that successfully reduce poverty and homelessness among vulnerable young people and has been one of the leading voices in advocating for better access to housing, education, employment and health programs that improve their lives.
Sam has been recognized for his leadership by national organizations and has been awarded the Anne E. Casey Foundation Children and Family Fellowship, the 2010 James Irvine Foundation Leadership Award, and the Red Cross Community Hero Award. He has been recognized by Senator Barbara Boxer, Congresswoman Barbara Lee, California Speaker Emeritus Karen Bass, Assembly Member Jim Beall, Assembly Member Leland Yee and former San Francisco Mayor Gavin Newsom for his tireless commitment to youth. Before First Place, he served in leadership positions at Larkin Street Youth Services, Juma Ventures and the Boys & Girls Club of Oakland. Sam has a Master’s in Counseling from California State University, East Bay.
SPEAKERS AND PRESENTERS
Manager, Measurement & Evaluation, Michael and Susan Dell Foundation
Semonti Basu is responsible for conducting research and analysis to facilitate grant operations at the Michael and Susan Dell Foundation. With a background in educational research and evaluation, Semonti has worked in the public education sector as a researcher, program evaluator and technical assistance facilitator. Prior to joining the foundation in 2011, she was with the Austin Independent School District, where she worked closely with program staff to implement a districtwide initiative to address behavioral and academic needs of all students.
Semonti has a Ph.D. in Educational Psychology and a Masters in Occupational Therapy from the University of Illinois at Chicago.
Managing Director, Capacity Building + Impact, Tipping Point Community
Kelly has spent her career working in education reform and youth + community development, with a particular focus on using cross-sector partnerships to catalyze change. Prior to joining Tipping Point, she worked as sustainability manager for Education Sector, a national education policy think tank, where she led fund and business development and worked on policy issues related to shared impact and accountability. She started her nonprofit career teaching and running an arts education program in East Palo Alto, Menlo Park, and Redwood City. Kelly holds a bachelor’s degree in architecture from the University of California, Berkeley, and a master’s degree in education policy, organization, and leadership studies from Stanford University. Claiming the Bay Area as her adopted home, Kelly loves the awesome hiking, running, cycling, and local sports-rooting that make this area such a great place to call home.
Alison Bentley, PhD
Director of Data and Evaluation, United Way for Greater Austin
Alison Bentley, Ph.D., is the Director of Data and Evaluation at United Way for Greater Austin (UWATX). She oversees and manages the data implementation, collection, and analysis for all of UWATX’s Mission Advancement programs and Community Investment Grants. She also collects and analyzes community level data that is included in the School Readiness Action Plan and the new 2-Gen Plan – both of which are ambitious, data driven strategic plans developed by the community to align resources and drive change and impact in the community. Prior to joining UWATX in October 2012, Alison worked at the University of Texas at Austin as a graduate research assistant and at UT’s Priscilla Pond Flawn Child and Family Laboratory School. Her research has focused on the effects of poverty on children and the impact of child care and income support policies on children’s development – especially children’s behavioral, social, and emotional development. Alison holds a M.A. and Ph.D. in Human Development and Family Sciences from The University of Texas at Austin.
Director of Aligned Impact, Mission Capital
Katy has more than 15 years of experience in the areas of organizational assessment, strategic planning, program evaluation and fund development.
Prior to joining Mission Capital, Katy operated her own consulting firm and worked with nonprofits including Casey Family Programs, Interfaith Action of Central Texas, Round Rock Health Clinic, and the Texas Department of Aging and Disability Services.
Katy has also worked extensively within Texas state government to review and recommend improvements to programs and policy, including program evaluations for the Legislative Budget Board, fiscal policy analysis to the Governor of Texas, and strategic planning activities for the Texas Department of Family & Protective Services.
Luzelma G. Canales, Ph.D.
Senior Associate Vice President, Student Success for The University of Texas Rio Grande Valley
Director of Outcomes, Assessment and Learning, Venture Philanthropy Partners
Isaac has spent his career learning how to do youth development and measure it. Has worked with a wide range of youth development issues, including youth violence prevention, gang prevention, mental and physical health, homelessness, school success, and more. They’re the issues that have always interested him most. Everyone wants to assume they are doing good. He asks people, “How do you know that you’re not actually making things worse, and what mechanisms do you have in place to test that?”
His experience includes: Deputy director, DC Promise Neighborhood Initiative; director of data and evaluation, DC Promise Neighborhood Initiative; senior research scientist, Child Trends; director of learning and evaluation, Latin American Youth Center; associate research manager, research analyst, and associate research analyst, COSMOS Corporation; assistant director of speech and debate, University of Rochester; member, American Evaluation Association Awards: Lifetime Achievement Award, Superstar Foundation (2011); Cross Examination Debate Association All-American Debater, Syracuse University, 1995-1996
Anna Lisa Conlin, LCSW
Planner, Travis County Health and Human Service Department Research & Planning Division
Anna Lisa Conlin, LCSW is a Planner with the Travis County Health and Human Services Department’s Research & Planning Division. Her areas of focus include early care and education, public participation, community data analysis, and collaborative problem solving. She has over fifteen years of experience in social services, including a range of education and experience in child and youth development, demographic trends, family economic security, and planning and policy development in both nonprofit and government settings.
Ashley Conners Sherwin
Manager, Measurement & Evaluation, Michael and Susan Dell Foundation Vice President of External Affairs, Family Independence Initiative
Ashley Conners Sherwin has 12+ years of experience in Non-Profit Management with a passion for social justice issues. Prior to joining FII, she was the Interim Chief Advancement Officer at the Italian Home for Children and the Director of Development at the Epiphany School in Boston, MA. In these roles, she was charged to raise over $3M annually, manage communications and public relations, and launch and lead a $25M capital campaign. Ashley received her B.A. in Secondary Education with a Minor in Substance Abuse Prevention Services from the University of Nevada, Reno and her M.B.A. in Non-Profit Management from the Heller School for Social Policy and Management at Brandeis University. While obtaining her M.B.A., she focused her studies and consulting projects on strategic positioning for non-profits specifically in regard to fundraising and development. Ashley is the co-chair of the Leaders through Education Action and Hope (LEAH) Program Advisory Board.
Ann K. Emery
Information Designer, Emery Analytics
Ann K. Emery is a sought-after speaker who is determined to get your data out of spreadsheets and into stakeholders’ hands. Each year, she leads more than 50 workshops, webinars, and keynotes for thousands of people with the aim of equipping organizations to visualize data more effectively. Her design consultancy also overhauls graphs, publications, and slideshows with the goal of making technical information easier to understand for non-technical audiences. In her “spare” time, Ann chairs the American Evaluation Association’s data visualization interest group, serves as an advisory member of the American Evaluation Association’s Potent Presentations Initiative, and motorcycles around the country with her husband and toddler. Prior to launching her own company, Ann measured the effectiveness of public policy projects at Innovation Network, managed a performance management system at the Latin American Youth Center, evaluated educational programs for local, state, and national education agencies at ICF International, and contributed to research-to-policy projects at the University of Virginia.
Chief Data Officer, Family Independence Initiative
David Henderson joined FII in 2014 after running a data analytics and technology company for over eight years that built outcomes management solutions for social sector organizations. David’s professional focus is on improving the way social sector organizations utilize information to make high impact decisions. After more than a decade working in and with human service organizations, David is especially interested in exploring the effectiveness of investing directly in low-income communities. David holds a Masters of Science in Public Policy and Management from Carnegie Mellon University and a BA in politics from Pomona College.
Chief Program Officer, Mission Capital
Tara Kirkland has extensive experience building the capacity of people, organizations and communities in nonprofit, government and for-profit settings that she’s developed over the past 19 years. She oversees Mission Capital’s programs and research efforts.
Tara’s Austin-area nonprofit experience includes designing, managing and evaluating programs and projects with Family Forward and the Charles A. Dana Center at UT Austin, grassroots organizing with Austin Interfaith, and leadership and team development consulting with Highest Vision, Inc. She was also a Presidential Management Fellow for the US Department of Housing and Urban Development’s Southwest Border Initiative in Washington, DC.
Tara has a particular passion for keeping Austin a vibrant, creative and affordable community. She currently serves on the board of directors for the Open Door Preschool, and is a graduate of the 2009 Leadership Austin Essentials class.
Design Researcher, Design Institute for Health
Kijana Knight-Torres is the design researcher at the Design Institute for Health, a collaboration between Dell Medical School and the College of Fine Arts at The University of Texas at Austin. She is focused on improving the human experience through empathy, strategy and design. Throughout her career, she has worked to enable people to live their best lives. Her approach includes deep listening and observation of people in their natural habitats, comprehensive synthesis, and telling compelling and engaging stories. Knight-Torres believes that doing the work to build compassionate connections can empower people to help themselves and one another in meaningful ways. She has helped a variety of companies and organizations, large and small, form successful human-centric design strategies. She also led the “Lead with the Story” storytelling workshop at the What’s the Fix 2018 workshop this May.
Director of School Readiness, E3 Alliance
Laura Koenig has been working with families through direct child care, parent education, provider education, public policy and advocacy in Central Texas over 20 years. In her early career, Laura worked in child care as an infant teacher. This work with children and families inspired her to pursue a systems change approach in early care and education through public policy. Most recently before joining the staff of E3 Alliance, Laura coordinated the Parents of Newborns project at FamilyConnections, providing education and outreach to over 7,800 new families annually. Prior to that, Laura was part of a community-wide initiative to improve access to quality, affordable child care, the Institute for Child Care Excellence, where she served as the policy and education specialist. Laura earned a BA, Plan II, Cum Laude, from The University of Texas of Austin with a concentration in Psychology. She also holds a master’s degree in public affairs from the LBJ School at The University of Texas, where she focused on child and family policy.
Michele Martell, Esq.
Principal, Martell Media House
Michele Martell is a rare commodity as a community, marketing and legal strategist and implementer. Michele provides business strategy and implementation as an experienced legal, marketing and business executive. She leads digital marketing and social media programs for clients such as Ayla Networks, Echelon, WindSpring and other technology companies. With a background in entertainment and edtech as well as intellectual property law and a focus on innovative storytelling for every screen, Michele has been part of the executive management teams for The Jim Henson Company, Cinedigm Entertainment, SD Entertainment as well as WWE. She can be found tweeting at Austin music shows, food festivals and edtech events or speaking on panels at SXSW on virtual reality issues. Michele is on the Development Council for the Denius-Sams Gaming Academy at the University of Texas, at Austin. Michele was a 2013 nominee for the Women in Toys Wonder Woman Award, and serves on the WiT Legal Committee.
Executive Director, LifeWorks
Susan McDowell is Executive Director of LifeWorks, an Austin, Texas organization that fearlessly advocates for youth and families who are finding their pathways to self-sufficiency. Susan served on the founding team in 1998, when 4 long-standing nonprofit organizations merged to create LifeWorks, and has led the organization through its growth and development, including its current focus on leading Austin’s movement to End Youth Homelessness by 2020. Susan is active in numerous local and statewide initiatives, including the Boards of Children’s Optimal Health and the Texas Alliance of Child and Family Services. She has been recognized as Austinite of the Year Under 40, Central Texas Social Entrepreneur of the Year, and with the 2017 Lifetime Achievement Award for Ethics in Business. Susan graduated from Vanderbilt University and holds a Master’s Degree from University of Texas in Austin.
Ivanna E. Neri
Austin Site Director, Family Independence Initiative
Ivanna Neri is the Austin Site Director for Family Independence Initiative. She holds a Bachelor’s degree in Nutrition from University of Veracruz, Mexico. Prior to moving to Austin, Texas, Ivanna worked three years with diverse populations in Mexico as a nutritionist for different social organizations and government agencies. She moved to Austin in 2013 and started working as a Community Organizer for Go! Austin, Vamos! Austin where she was able to organize community leaders on social issues to reduce childhood obesity. Afterwards, Ivanna joined Common Threads as a Program Manager to build a network of supporters, community partners and school districts to develop a health portfolio for the whole city that reflected the community needs.
Nonprofit Strategist and Film Producer, Saving Philanthropy: Resources to Results
Kate Robinson, nonprofit strategist and executive producer of On the Road to Social Impact, is a skilled speaker and strategist who has worked in the nonprofit sector for twenty years specializing in evaluation-planning and organizational learning. She is the former director of Strategic Initiatives for Social Solutions Global, Inc. Where she led a national advisory board of high-performing nonprofit organizations, and conducted extensive research on evaluation strategies. she is also the former executive director of consumer health coalition where she helped coordinate a statewide campaign to increase the accessibility and effectiveness of Medicaid waiver programs.
Aligned Impact Manager, Mission Capital
Katy Sauer provides departmental coordination of Mission Capital Aligned Impact administrative, business development, tracking and evaluation functions. Prior to joining Mission Capital, Katy completed a Central Texas Externship at the Michael & Susan Dell Foundation where she supported grant partners through capacity building and collective impact initiatives. While finishing her MSSW at The University of Texas School of Social Work, Katy had field placements at the Andy Roddick Foundation and the Austin Independent School District’s Parent Support Office.
In her free time Katy enjoys exploring new hiking trails, traveling abroad, and scouting out the best tacos in Austin. She also loves spending time with her large family and relentlessly spoiling her nieces and nephew.
President and Founder, Shore Research
President and founder of Shore Research Inc., Karin Samii-Shore is in charge of Shore’s day to day operations. Karin also develops strategy, and designs and conducts research for our clients. She specializes in evaluation planning and development, evaluation capacity building and examining topics related to the impact of teaching and learning at all levels — individual, group, and organization. A natural collaborator, Karin loves to team with her clients to provide services tailored to their specific interests and needs. Ms. Samii-Shore has a Master’s degree in Human Development from the University of Texas and a Bachelor’s degree in Psychology from the San Diego State University.
Director of Research & Evaluation LifeWorks,
Director of Research & Evaluation LifeWorks
Dr. Elizabeth Schoenfeld earned her Ph.D. in Human Development & Family Sciences from The University of Texas at Austin. She currently serves as the Director of Research & Evaluation at LifeWorks and holds an adjunct position at UT-Austin. At LifeWorks, Liz oversees all data- and research-related initiatives for the agency’s 21 programs and has led the agency’s adoption of several evidence-based programs. She has served as the Principal Investigator on federally funded projects, and she is currently leading the local evaluation of the Youth Homelessness Demonstration Program. She has published multiple articles in prestigious peer-reviewed journals, and her work has been featured in U.S. News & World Report, Psychology Today, UPI, and other notable outlets.
President & Founder, MEASURE
Meme Styles is the visionary behind MEASURE. As “chief volunteer,” Meme works with the board, leadership team and community to further the MEASURE mission. In 2015, Meme founded the award-winning nonprofit to build trust, increase transparency and measure progress in underserved communities. The organization has been successful in their advocacy for Evidence Based Policing as a way to increase collaboration and transparency in Austin, Texas.
Ms. Styles holds a Bachelor’s of Science in Communications, is completing a Masters Of Public Administration at American Military University and is certified in Performance Measurement through George Washington University College of Professional Studies.
She works for the State of Texas as a Privacy Officer, safeguarding data by day – but finds fulfillment through her work in the community as she advocates for open data and progressive policy change.
Reyda Taylor, PhD
Founder and Owner, PKE Insights and Senior Consultant for Data & Research, Mission Capital
Reyda is the founder and owner of PKE Insights and Senior Consultant for Data & Research at Mission Capital. Reyda is passionate about solving problems and helping organizations understand the impact of their products and services. After graduating with a PhD in Cultural Anthropology from the University of Florida, Reyda got her professional start as the Research and Evaluation Specialist at the Girl Scouts of Citrus in Orlando, FL–a council with over 15,000 girls and 7,000 adult volunteers. At GSC, she learned the value of lean research strategies and front-line buy-in, as well as the need for clear communication and excellent customer service.
Upon moving to Austin, Reyda worked for Shore Research where, as a Senior Researcher, she managed the full life-cycle of research and evaluation projects for clients in the non-profit and education arenas. Her favorite part of the job was consulting directly with clients to understand their needs and communicate their results. In 2013, Reyda delved fully into user experience research–providing independent consulting services in both generative and evaluative research on multiple types of products and in a variety of industries, using both remote and in-context strategies.
Senior Manager of Aligned Impact, Mission Capital
Marisa coordinates Mission Capital’s research on the Central Texas nonprofit sector. She also provides consulting to nonprofit and public sector clients, and manages the tracking and evaluation functions for the consulting department. Prior to Mission Capital, Marisa spent five years with the Austin Independent School District (AISD) where she worked as a trainer and consultant. She has also served as a program manager for Communities in Schools of Central Texas, and has worked or interned for several other agencies including Helping Hand Home for Children and Austin Child Guidance Center. Marisa got her start in the nonprofit field serving as an Americorps VISTA Volunteer. She is honored to now support the efforts of so many wonderful nonprofits.
FROM PAST CONFERENCE ATTENDEES
Gained new knowledge
Were challenged to think
differently about social change
Are likely to attend a future
Mission Capital conference
Good Measure is a group of philanthropic organizations that work with their grantees to creatively and strategically use data to make a bigger difference in their communities.
Good Measure gives funders a chance to:
- invest in their grantees’ data measurement, analysis skills and practices.
- increase access to quality data to help grantees and other nonprofits work more strategically.
- support bold thinking, strategic risk taking, collaborations and innovative ideas that lead to greater impact.
ADVANCING OUR FIELD
Data Institute presents cutting-edge, expert content that inspires you to take action, increase effectiveness and maximize your community impact. Engage with influential social sector leaders in the fields of nonprofit management, social entrepreneurship and philanthropy.
- This conference has taken the Austin community by storm, provided hundreds of people with new ideas and tools, and inspired a whole new level of social entrepreneurshipLisa FielderCo-Founder & CEO, College Forward, 2015 Conference Attendee
- Congratulations to Mission Capital on a wonderful conference – what an impactful two days! Thank you for creating this terrificRobyn HouseholderGoodwill Central Texas, 2016 Conference Attendee
learning and networking opportunity.
- The quality of the speakers, the ideas and the attendees were all just fantastic.Janet MitchellPrincipal, M Group Agency, 2015 Conference Attendee
- Khotan Shahbazi-HarmonDirector of Communications & Community Accountability, E3 Alliance, 2016 Conference Attendee
What a wonderful conference. I only wish it could be quarterly!
- Loved the conference! Powerful to have so many nonprofits and social enterprise together with inspiring speakers.John TroyFounder of WorkMonger, 2015 Conference Attendee
- Mandy DeMayoHousingWorks Austin, 2016 Conference Attendee
The conference was fabulous! I learned a lot, connected with people, and got energized about our mission.
- Mission Capital gets my award for best conference of the year. Thank you for a meaningful and thought-provoking 48 hours. Until next year.Austin BuchanExecutive Director, College Forward, 2015 Conference Attendee