With a focus on technology, data, and knowledge management in philanthropy, the annual TAG conference is the premiere networking and learning event in #PhilanthropyTech. Join us in Miami, November 18–21, 2019, as we explore strategies for navigating the unexpected and work to strengthen our resiliency as a sector.

3 Extraordinary Keynotes

DR. AYANNA HOWARD | Top 50 Women in Tech: "Robotics and AI for Social Impact"

DR. M.L. BLACK | Maximizing Leadership: Bring Your Whole Self to Work

ADRIAN SHAHBAZ | Premiere of "2019 State of Freedom on the Net" Report

	​PRE-CONFERENCE  |  Monday, November 18, 2019
​1:00 pm–5:00 pm	COMMUNITY FOUNDATIONS PRE-CONFERENCE Roundtable Discussion: All attendees Cybersecurity for Community Foundations: Calvin Lewis, Cleveland Foundation, Charles Boname, Vancouver Foundation
​1:00 pm–5:00 pm	WORKSHOP ON DIVERSITY, EQUITY, AND INCLUSION (DEI) IN OPERATIONS​ – SOLD OUT! ​Facilitated by Kelly Brown, Founder and CEO at Viewpoint Consulting and Hosted with PEAK Grantmaking Participants will leave invigorated and equipped to confidently champion and partner in this work within their organizations and the sector at large.
6:00 pm–7:00 pm	TAG SOCIAL: A HAPPY HOUR FOR ALL Generously sponsored by Blackbaud

	​DAY ONE  |  Tuesday, November 19, 2019
8:00 am–8:45 am	SPEED NETWORKING Ideal for first-timers; open to everyone
9:00 am–10:30 am	OPENING KEYNOTE: DR. AYANNA HOWARD on AI & ROBOTICS FOR SOCIAL IMPACT Opening keynote is generously sponsored by Accenture. Dr. Ayanna Howard is a global expert on robotics and was named one of the World's Top 50 Women in Tech by Forbes. Join Dr. Howard for an insider's view on the uncharted territory ahead as humans and robots work together to augment each other's capabilities. Howard is currently the Chair of the School of Interactive Computing and Director of the Human-Automation Systems Lab at Georgia Tech.  ​REFLECTION PANEL WITH Q&A
11:00 am–11:45 am	INSIGHT TALKS (3 BREAKOUT SESSIONS) When Disaster Strikes: How One Nonprofit Turned Data into Action During a Wildfire Disaster: Kai Harris, California Human Development You've Been Breached, Now What? Incident Response for the Smaller Organization: David Goodman, New Hampshire Charitable Foundation Election Security: Architecting Electoral Systems of Trust:  Phil Stupak, Fellow, University of Chicago Harris Cyber Policy Initiative (CPI)
12:00 pm–1:15 pm	LUNCH & LEARN TOOL DEMOS (3 BREAKOUT SESSIONS)  ​ROOM 1: SALESFORCE & DONOR PORTALS Insider View of Our Donor Portal: Alex Holtel, Greater Cincinnati Foundation A Scholarship Portal Built with Salesforce:  Lisa Alworth, Exponent Partners Salesforce Lightning for Outlook: Brent Shively, Salesforce AI in Salesforce: Real-World Usage for Philanthropy: Lisa Rau, Fionta   ROOM 2: DATA, REPORTING, EVALUATION TOOLS No Analyst Required: Data Visualization for Every Organization: Alyssa Ford, Tech Impact Odata: Your New BFF in Reporting Impact to the Public: Eric Lauer, SmartSimple Software Inc. 1 Billion Connections: How Altmetric and Dimensions Bring Together Evaluation Data: Monika Dunbar, Digital Science Smartsheet for Project Management: Amber Lopez Gamble, California Wellness, Anthony Mashkovich, California Wellness Foundation    ROOM 3: SECURITY & OPTIMIZATION TOOLS Containerization: How The Kresge Foundation is using Docker: Sean Radatz, The Kresge Foundation, Cloud Administrator Mass Generating Folders: Jared McCathren, National Endowment for Democracy Phishing Campaigns with Knowbe4: Christopher Jean-Pierre, Wellspring Philanthropic Fund Security and Event Management using Azure Sentinel: Dan Callahan, CGNET
1:30 pm–2:00 pm	MINDFUL LEADERSHIP In this Introduction to Guided Meditation for Professionals, Bill Robertazzi, Program Director for TAG Emerging Leaders Initiative, Organizational Management Consultant, Life Coach, and former IT Director for Atlantic Philanthropies, will lead a discussion before and after a ten minute guided meditation on the importance of mindfulness in leadership positions. This meditation will be entry-level and chairs will be provided.
2:00 pm–3:30 pm	Break with optional open networking location identified for those interested in networking. plus time to visit the exhibitors.
3:30 pm–5:00 pm	LIGHTNING TALKS ON THE MAIN STAGE Bring Your Whole Self to Your Gig; from Rocker to CIO: John Mohr, MacArthur Foundation Being Candid: Or How I Survived the Merger: Jen Bokoff, Candid AI & 2000 Conversations with The Mayor: Tom Irvine, the Chicago Community Trust Talking Technology: Communicating to Leadership: Donell Hammond, Ewing Marion Kauffman Foundation Leaning—In, Out, Sideways & Upside-Down: Carly Maready, The JPB Foundation Batter Up—IT Staffing and Baseball: Karen Appelbaum, Northwest Area Foundation Successfully Navigating the Course—Training for Mammals: Rebecca Smith, 1892 consulting
6:00 pm	TAG OFFICIAL PARTY, POOLSIDE Generously sponsored by the Walton Family Foundation and Salesforce.org

	DAY TWO  |  Wednesday, November 20, 2019
6:30 am–7:30 am	BEACH YOGA Led by a hotel fitness instructor, free of charge. Mats, towels, and water will be provided​.​​.  ​WALKER'S CLUB Meet at the St. Moritz Lawn by the pool for an informal stroll hosted by TAG Board Secretary, Mark Walker, Jessie Ball duPont Fund ​RUNNER'S CLUB Meet at the St. Moritz Lawn by the pool for light jog/run hosted by José Aron-Diaz, Rockefeller Foundation
8:30 am–9:30 am	BREAKFAST & ACCOLADES ​Announcing the TAG 2020 Emerging Leaders & TAG Awards
​9:30 am – 10:30 am​	​KEYNOTE: "BRINGING YOUR WHOLE SELF TO WORK" WITH DR. M.L. BLACK What does leadership mean to the future of technology in philanthropy? How are you building your own authentic form of stewardship? Grounding TAG2019 in the potential for social change when we bring our whole selves to work and to leadership, Dr. Black's session will reinvigorate your career trajectory and commitment to professional growth. Known as “the Maximizer,” Dr. M.L. Black is sought after for her ability to help executives, entrepreneurs and organizations reach their fullest potential, helping them develop, revitalize, and transform programs into industry-leading practices with authenticity and accountability.  REFLECTION PANEL WITH Q&A
11:00 am–12:00 pm	PANELS (3 BREAKOUT SESSIONS) ​ #techforgood: New Insights, New Levers: Suki O'Kane (moderator), Director of Administration, Walter and Elise Haas Fund, Shannon Farley, Co-Founder & Executive Director, Fast Forward, Bill Cromie, Director of Tech Innovation, Blue Ridge Labs @ Robin Hood, Leslie Payne, Senior Program Officer, The James Irvine Foundation, Renée Roux, Director of Technology, The James Irvine Foundation Rise of Outsourcing: The Future of IT Teams: Guli Basu, Doris Duke Charitable Foundation, Darlene Ott. The Winnipeg Foundation, Carlos Velez, Wellspring Philanthropic Fund, and Gary Wise, San Antonio Area Foundation Why Your Data Has a DEI Problem: Sam Caplan, Walton Family Foundation, Satonya Fair, Executive Leadership Council, and Wendye Mingo, The Kresge Foundation
​12:00 pm–1:00 pm	​LUNCH & LEARN (3 BREAKOUT SESSIONS): Talks start at 12:15​ pm The Dallas Foundation’s Digital Transformation Journey (Based on a True Story): Rick Doucette, The Dallas Foundation Transforming Foundation Systems with the Salesforce Platform: Case Study of Vancouver Foundation Charles Boname, Vancouver Foundation, John Reichling, Foundation Partners From O365 MVP to Transformation: The Role of a Pilot Project in Global Transformation: Justine Greenland Duke, Mastercard Foundation, Meredith Hooper, Mastercard Foundation
1:00 pm–2:30 pm	Break with optional open networking location identified for those interested in networking plus time to visit the exhibitors.
​2:30 pm–3:30 pm	WORKSHOPS (3 BREAKOUT SESSIONS) ​ Cybersecurity Essentials: How to Build a Security Program and Secure your Organization: Oleg Bell, Open Society Foundations, and selected co-presenters What Microsoft Got Right—Teams: Patrick O'Sullivan, The San Francisco Foundation, Dan Callahan, CGNET. Bring your laptops! The Missing Link—How to Connect Your Foundation’s Broad Strategic Objectives to an Actionable Technology Plan: Michael O'Brien, Gartner
4:00 pm–5:00 pm ​	​KEYNOTE: LAUNCH OF 2019 "STATE OF FREEDOM ON THE NET" WITH ADRIAN SHAHBAZ The NOT-TO-MISS launch of the 2019 "State of Freedom on the Net" report, right here at the TAG conference. What will this year's report say about the state of democracy and technology? Adrian Shahbaz is the Research Director for Technology and Democracy at Freedom House. He oversees the organization’s research on human rights in the digital age, including "Freedom on the Net," an annual study of global internet freedom. Shahbaz was the author of the 2018 report, “The Rise of Digital Authoritarianism,” which focused on the growing influence of the Chinese model of censorship and automated surveillance. A frequent commentator in the media on technology and democracy, he has been quoted by The New York Times, Wall Street Journal, NPR's All Things Considered, BBC, Al Jazeera, The Washington Post, and others.  ​REFLECTION PANEL WITH Q&A
​5:00 pm–6:00 pm	​SPEED GEEKING: TOP 5 TOOL DEMOS & HAPPY HOUR Unwind your Wednesday after the closing keynote. Stop by the open bar at the back of the main ballroom, then find a seat for a series of rapid-fire tool demos designed to sate your inner geek. By popular demand, we're bringing five of the best tool demos from Tuesday's Lunch & Learn sessions to the main stage. Join our speakers, support your peers, and learn something new.
6:30 pm–8:00 pm ​	​EXPERIENCE-BASED SIGN-UP DINNERS In lieu of dine-arounds this year, sign up for optional "Experience Dinners" or enjoy dinner on your own with peers.

	​DAY THREE  |  Thursday, November 21, 2019
8:30 am–9:30 am	LIVE MUSIC BREAKFAST WITH AARON LEBOS Miami native Aaron Lebos plays a selection of favorites during our final breakfast.
9:30 am–10:30 am	CLOSING FIRESIDE CHAT: Reflections on the Future of IT In Philanthropy (From My End of the Couch): Leon Wilson, Cleveland Foundation, Hugo Castro, Groundwork Collaborative, facilitated by Chantal Forster, TAG TAG NEXT: 5 Announcements for 2020
11:00 am–3:30 pm	USER GROUP MEETINGS Blackbaud | Bromelkamp | Fluxx | Salesforce