2019 CO-OP IMPACT CONFERENCE

Agenda

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2019 Impact Conference Track Schedule

Click on a track to view its sessions. Note: session titles and descriptions are subject to change.

Tuesday

Date: 10/01/2019
1 Event
9:00 am 4:30 pm
Excellence in Co-op Leadership and Management

This engaging one-day course on excellence in cooperative leadership and management is relevant across all cooperative sectors and designed for seasoned decision-makers and emerging leaders alike. Offered by Saint Mary’s University and hosted by NCBA CLUSA, the course is participatory. You’ll discuss and debate the cooperative business model and why it matters, grapple with the significant challenges inherent in leading and managing cooperatives, and learn from what others are doing to recognize and avoid threats and risks to the model. Our guest speakers will provide inspiring live case study examples of excellence in managing and leading. Learn more.

Location: NCBA CLUSA Headquarters

Wednesday

Date: 10/02/2019
9 Events
8:30 am 9:00 am
Welcome

Welcome to the 2019 Cooperative IMPACT Conference! Cooperatives are people-centered, community-oriented businesses. They are driven by a particular purpose. One that sees a world that is equitable, just, stable, sustainable and simply… better. And there is power in that purpose. Power to change hearts and minds. Power to lift communities and power to ensure a better quality of life.

Join us for this opening session and experience the power of cooperative purpose that will build the next economy.

9:00 am 10:00 am
Opening Keynote
Presented by Nationwide

Session description coming soon!

Moderator: Devin Fuhrman: Vice President of Sponsor Relations, Nationwide

Speaker: Felicia Wong: President & CEO, Roosevelt Institute

10:15 am 11:00 am
Designing the Cooperative Policy Agenda
Presented by NCBA CLUSA & CDF

Be part of the conversation to create a policy environment favorable to the expansion and creation of cooperatives across the country. This session will be an interactive discussion of local, state and national initiatives that enhance cooperative development. Following an introduction by the Urban Institute, attendees will break into groups around the themes of Access to Capital, Technical Assistance and Education. Participants will identify specific policy initiatives that will help inform the Cooperative Policy Toolkit being developed by the Urban Institute for NCBA CLUSA.

Moderator: Brett Theodos: Senior Fellow, Urban Institute

11:30 am 1:15 pm
Lunch & Keynote Panel: Stability and Sustainability for the Future – America’s Top 100 Co-ops

This keynote panel will focus on the stability and sustainability strategies used by top credit unions and cooperatives. For 29 years, the National Cooperative Bank (NCB) has produced the NCB Co-op 100®, highlighting the economic impact of cooperatives and credit unions across the country. This group of co-ops alone generated $214.4 billion in revenue in 2017, moving the inclusive economy forward. During this panel, CEOs from some of the most innovative businesses among America’s Co-op 100® will share strategies that encourage economic stability and sustainability for co-op members and communities. The participating CEOs will also discuss upcoming challenges for their businesses, the co-op sector and solutions for the future.

Location: Grand Ballroom

Moderator: John Holdsclaw: Senior Vice President for Corporate Affairs, National Cooperative Bank

Speakers:
  • Mike Lord: President and CEO, State Employees' Credit Union
  • Ed Townley: CEO and President, Agri-Mark/Cabot Creamery Cooperative
11:30 am 1:15 pm
Lunch & Keynote Panel: Stability and Sustainability for the Future – America’s Top 100 Co-ops

This keynote panel will focus on the stability and sustainability strategies used by top cooperatives, credit unions and mutual insurance companies. For 29 years, the National Cooperative Bank (NCB) has produced the NCB Co-op 100®, highlighting the economic impact of cooperatives, credit unions and mutual insurance companies across the country. This group of co-ops alone generated $214.4 billion in revenue in 2017, moving the inclusive economy forward. During this panel, CEOs from some of the most innovative businesses among America’s Co-op 100® will share strategies that encourage economic stability and sustainability for co-op members and communities. The participating CEOs will also discuss upcoming challenges for their businesses, the co-op sector and solutions for the future.

    Panelists:
1:30 pm 2:30 pm
Co-ops and the Sustainable Development Goals: Impact in Purpose

Cooperative enterprises contribute to sustainable development in unique ways due to their values, principles and purpose. This panel will discuss different ways in which cooperatives develop communities, and how they differ from other enterprise models in ways that they contribute to resilience and sustainability. Anchored in local communities, the purpose of cooperative enterprise sets them apart from other businesses.

Moderator: Karen Miner: Managing Director, International Centre for Co-operative Management, Saint Mary's University

2:45 pm 3:45 pm
Cooperative Leaders and Scholars Institute Networking Session
Presented by NCBA CLUSA & CDF

Come share the joys and purpose of a career in cooperatives, credit unions and mutuals! Young cooperators—members of this year’s cohort of the Cooperative Leaders and Scholars Institute—are eager to learn from your experiences. Your presence is vital to building a stronger, unified and more knowledgeable cooperative movement by sharing your expertise and experience with future leaders.

This session will take the form of “speed networking:” every five minutes you will have the opportunity to meet with a different member of the CLSI cohort. If you would like to attend this session, please indicate your interest when you register for the conference—select “Yes” to the question, “Would you be willing to be part of a pool of mentors for young cooperators?”

The CLSI program serves two groups of rising leaders. First, promising young (ages 18-35) employees or board members at cooperatives, credit unions and mutuals who will benefit from learning more about the economic and social impacts of their businesses by attending the Cooperative IMPACT Conference. Second, post-secondary students (any age) who are recognized for their interest in the cooperative business model. For more information about the CLSI, or this session, visit cdf.coop/clsi or email Greg Irving at girving@ncba.coop.

4:00 pm 5:00 pm
Building a Local Co-op Ecosystem: A National Perspective

Cooperatives, credit unions and mutual insurance companies strengthen their communities, and connecting them amplifies their impact. This session explores several cooperative ecosystems around the country and the collaborative efforts that advance multi-sector cooperative development. Participants will learn about the stakeholders, strategies and tactics behind cooperative ecosystems in Maine, Massachusetts and the Washington, DC area. The session will discuss how to strengthen the relationships among cooperatives, credit unions and mutual insurance companies around the country and multiply the number of cooperative ecosystems. Attendees will learn how such relationships can further racial equity, social impact and the growth and stability of cooperatives, credit unions and mutual insurance companies.

Moderator: Carolyn Edsell-Vetter: Cooperative Business Support Officer, Cooperative Fund of New England

    Panelists:
  • Rob Brown: Director, Business Ownership Solutions, Cooperative Development Institute
  • Amethyst Carey: Program and Administrative Assistant, Center for Economic Democracy

Thursday

Date: 10/03/2019
8 Events
7:30 am 8:45 am
Women in Co-ops Networking Breakfast

Join us for an interactive roundtable breakfast session to celebrate the amazing women leaders within the cooperative community. This is an opportunity to network and discuss the latest leadership trends with your colleagues and thought leaders. During this session, our hosts, Carla Decker, President & CEO of DC Credit Union and Jeanne Matson, Past President & CEO Starnet Commercial Flooring, will lead the discussion as attendees share their experiences on topics such as: attracting and retaining women to the co-op community, tools for career advancement, mentorship and coaching, leadership development, and more. All conference attendees, regardless of gender, are welcomed and encouraged to participate in this conversation focused on creating positive growth for women in the co-op community.

Moderator: Jeanne Matson: Past President and CEO, Starnet Commercial Flooring

9:00 am 10:00 am
Co-op Policies for Stronger Communities: A State and Local Lens
Presented by NCBA CLUSA

Communities nationwide are facing a variety of common challenges—ranging from a wave of retiring business owners and lack of access to capital for business startups to the affordable housing crisis and limited access to affordable, nutritious foods. Many state and local elected officials are recognizing the power of the cooperative business model and including cooperatives as policy solutions to these challenges. This panel of state and local policymakers will discuss a variety of policies that empower people to use cooperatives to have a greater stake in the places they live, businesses where they work or services they use.

Moderator: Courtney Berner: Executive Director, Center for Cooperatives, University of Wisconsin-Madison

    Panelists:
  • Anita Bonds: At-Large Councilmember, Council of the District of Columbia
10:15 am 11:15 am
The Future of Associations of Member-Owned Businesses: Building Impact and Influence

Cooperatives, credit unions and mutual insurance companies employ 10 percent of the world’s labor force. In the U.S. alone, one in three Americans are members of at least one cooperative. Yet a challenge remains in making sure more people and policymakers understand the cooperative advantage. At the same time, people around the world face massive challenges spurred by the changing nature of work, transformational technologies, aging populations and climate change. Now more than ever, member-owned businesses need to stay united to continue advancing the inclusive economy.

Associations of cooperatives, credit unions and mutual insurance companies are the place for these businesses to come together to tell the story and advocate for the cooperative business model. Learn from the CEOs of three national apex associations of cooperatives, credit unions and mutual insurance companies (representing Canada, Great Britain and the U.S.) on the trends in the sector and what associations of member-owned businesses should do next to increase the influence and impact of the cooperative business model.

Moderator: Jill Tomalin: COO, Credit Union National Association

    Panelists:
  • André Beaudry: Executive Director, Cooperatives and Mutuals Canada
  • Ed Mayo: Secretary General, Co-operatives UK
11:30 am 1:15 pm
Lunch & Keynote: Community Impact—Co-ops in the Social Enterprise Landscape

Cooperatives, credit unions and mutual insurance companies are part of a diverse group of social enterprises that are designed to improve the financial, social and environmental well-being of their members, customers and their communities. Compared to other social enterprise models, what differentiates co-ops and how can we ensure our business model remains the best in class? This panel of thought leaders on co-ops and community impact will explore the place of co-ops among social enterprises, the community impact of cooperatives and how communities (neighborhoods, municipalities and counties) can help cooperatives thrive.

    Panelists:
  • Ed Mayo: Secretary General, Co-operatives UK
  • C.E. Pugh: CEO, National Co+op Grocers
1:30 pm 2:30 pm
Why Diversity, Equity and Inclusion Should be the Core of your Cooperative

Economic justice and empowerment are the roots of the cooperative movement. A growing number of organizations have been focusing on diversity, equity and inclusion (DEI) to embed racial and social justice into all facets of their work. These efforts can impact strategy, hiring practices, procurement, internal policy, and programmatic goals.  Embarking on the DEI process demands focus, courage, and persistence as organizations face historical inequities, power structures and inherent biases that have shaped our current realities, workplaces, and communities where we focus. Many cooperative development-focused organizations incorporate DEI work into their core mission. During this session we will hear from a range of organizations who will discuss their motivations, processes, and lessons in exploring how this work has been critical to their vision.

Moderator: : Ellis Carr, President & CEO Capital Impact Partners

    Panelists:
  • Angela Russell: Vice President of Diversity, Equity and Inclusion, CUNA Mutual Group
2:45 pm 3:45 pm
Stabilizing an Industry in Crisis: Childcare Co-ops

Family childcare providers, who care for children in their home, work long hours for low pay and few benefits. With support from the ICA Group, providers in four states are developing purchasing cooperatives to improve working conditions and vitalize their industry. By providing member-sustained business services, cooperatives are a stable infrastructure for community solutions, leadership and advocacy that can weather ever-changing regulations and public funding streams, and the ebb and flow of philanthropic initiatives. This panel session will feature CoRise, an Illinois cooperative developing technology and financing solutions for providers who accept state subsidy, and National Resources for Family Child Care (NRFCC), a Pennsylvania cooperative developing a holistic, provider-led training program. ICA staff will provide an overview of their development approach, the opportunity presented by current market and policy trends, and their vision for industry-wide impact for the childcare workforce.

4:00 pm 5:00 pm
Co-op Café

Join Columinate for this final session of the conference and conclude your IMPACT 2019 experience with a forward-looking peer-to-peer conversation. Facilitators will guide you through the following questions using a series of focused conversations.

  • What are your key takeaways from the conference?
  • How has IMPACT 2019 inspired you in a way that will bring value to your work and community?
  • What can you do in the next three, six and 12 months that will contribute to the forward movement envisioned at IMPACT 2019?

Come ready to share, listen, connect and build on key ideas at the Co-op Cafe.

5:30 pm 6:30 pm
Reception

Join your fellow IMPACT 2019 attendees for a reception presented by National Cooperative Bank.

Wednesday

Date: 10/02/2019
9 Events
8:30 am 9:00 am
Welcome

Welcome to the 2019 Cooperative IMPACT Conference! Cooperatives are people-centered, community-oriented businesses. They are driven by a particular purpose. One that sees a world that is equitable, just, stable, sustainable and simply… better. And there is power in that purpose. Power to change hearts and minds. Power to lift communities and power to ensure a better quality of life.

Join us for this opening session and experience the power of cooperative purpose that will build the next economy.

9:00 am 10:00 am
Opening Keynote
Presented by Nationwide

Session description coming soon!

Moderator: Devin Fuhrman: Vice President of Sponsor Relations, Nationwide

Speaker: Felicia Wong: President & CEO, Roosevelt Institute

10:15 am 11:00 am
Designing the Cooperative Policy Agenda
Presented by NCBA CLUSA & CDF

Be part of the conversation to create a policy environment favorable to the expansion and creation of cooperatives across the country. This session will be an interactive discussion of local, state and national initiatives that enhance cooperative development. Following an introduction by the Urban Institute, attendees will break into groups around the themes of Access to Capital, Technical Assistance and Education. Participants will identify specific policy initiatives that will help inform the Cooperative Policy Toolkit being developed by the Urban Institute for NCBA CLUSA.

Moderator: Brett Theodos: Senior Fellow, Urban Institute

11:30 am 1:15 pm
Lunch & Keynote Panel: Stability and Sustainability for the Future – America’s Top 100 Co-ops

This keynote panel will focus on the stability and sustainability strategies used by top credit unions and cooperatives. For 29 years, the National Cooperative Bank (NCB) has produced the NCB Co-op 100®, highlighting the economic impact of cooperatives and credit unions across the country. This group of co-ops alone generated $214.4 billion in revenue in 2017, moving the inclusive economy forward. During this panel, CEOs from some of the most innovative businesses among America’s Co-op 100® will share strategies that encourage economic stability and sustainability for co-op members and communities. The participating CEOs will also discuss upcoming challenges for their businesses, the co-op sector and solutions for the future.

Location: Grand Ballroom

Moderator: John Holdsclaw: Senior Vice President for Corporate Affairs, National Cooperative Bank

Speakers:
  • Mike Lord: President and CEO, State Employees' Credit Union
  • Ed Townley: CEO and President, Agri-Mark/Cabot Creamery Cooperative
11:30 am 1:15 pm
Lunch & Keynote Panel: Stability and Sustainability for the Future – America’s Top 100 Co-ops

This keynote panel will focus on the stability and sustainability strategies used by top cooperatives, credit unions and mutual insurance companies. For 29 years, the National Cooperative Bank (NCB) has produced the NCB Co-op 100®, highlighting the economic impact of cooperatives, credit unions and mutual insurance companies across the country. This group of co-ops alone generated $214.4 billion in revenue in 2017, moving the inclusive economy forward. During this panel, CEOs from some of the most innovative businesses among America’s Co-op 100® will share strategies that encourage economic stability and sustainability for co-op members and communities. The participating CEOs will also discuss upcoming challenges for their businesses, the co-op sector and solutions for the future.

    Panelists:
1:30 pm 2:30 pm
Leadership Principles for Cooperative Boards
Presented by FCC Services

This session will feature an interactive, fast-paced discussion of the key leadership principles of highly effective cooperative boards, and of the common traps that get in the way of board effectiveness. Years of experience with cooperative board development reveal that regardless of the nature of the cooperative, there are underlying leadership principles that apply to all cooperative boards. Knowledge of these principles, and the related pitfalls, can guide cooperative boards and those who work with them towards providing more effective governance and organizational success.

Speaker: Leslie Hilton: Vice President, Governance and Board Development, FCC Services

    Panelists:
2:45 pm 3:45 pm
Innovations in Scaling Cooperative Development

Scaling cooperative businesses is challenging, but necessary to expand cooperative impact and deal with the ever-widening wealth gap in the U.S. Mission-related investors are looking at a variety of solutions and the impact of growing co-ops in low-income communities and communities of color. Three co-op innovators—ROC USA®, Start.coop and the Center for Family Life—are taking the challenge head on with a stated goal of scaling cooperative enterprises. During this session, participants will learn about the financing of Manufactured Home Communities, investment in early stage co-ops and growing worker-ownership in low-income immigrant communities. This interactive workshop will inform participants about the structures, strategies and economic models of these social ventures and engage participants in a discussion about scale that will inform the work of other co-op developers, advocates and mission-related investors.

Moderator: : Camille Kerr, Founder & Principle, Upside Down Consulting

4:00 pm 5:00 pm
Building a Local Co-op Ecosystem: A National Perspective

Cooperatives, credit unions and mutual insurance companies strengthen their communities, and connecting them amplifies their impact. This session explores several cooperative ecosystems around the country and the collaborative efforts that advance multi-sector cooperative development. Participants will learn about the stakeholders, strategies and tactics behind cooperative ecosystems in Maine, Massachusetts and the Washington, DC area. The session will discuss how to strengthen the relationships among cooperatives, credit unions and mutual insurance companies around the country and multiply the number of cooperative ecosystems. Attendees will learn how such relationships can further racial equity, social impact and the growth and stability of cooperatives, credit unions and mutual insurance companies.

Moderator: Carolyn Edsell-Vetter: Cooperative Business Support Officer, Cooperative Fund of New England

    Panelists:
  • Rob Brown: Director, Business Ownership Solutions, Cooperative Development Institute
  • Amethyst Carey: Program and Administrative Assistant, Center for Economic Democracy

Thursday

Date: 10/03/2019
8 Events
7:30 am 8:45 am
Women in Co-ops Networking Breakfast

Join us for an interactive roundtable breakfast session to celebrate the amazing women leaders within the cooperative community. This is an opportunity to network and discuss the latest leadership trends with your colleagues and thought leaders. During this session, our hosts, Carla Decker, President & CEO of DC Credit Union and Jeanne Matson, Past President & CEO Starnet Commercial Flooring, will lead the discussion as attendees share their experiences on topics such as: attracting and retaining women to the co-op community, tools for career advancement, mentorship and coaching, leadership development, and more. All conference attendees, regardless of gender, are welcomed and encouraged to participate in this conversation focused on creating positive growth for women in the co-op community.

Moderator: Jeanne Matson: Past President and CEO, Starnet Commercial Flooring

9:00 am 10:00 am
Co-op Policies for Stronger Communities: A State and Local Lens
Presented by NCBA CLUSA

Communities nationwide are facing a variety of common challenges—ranging from a wave of retiring business owners and lack of access to capital for business startups to the affordable housing crisis and limited access to affordable, nutritious foods. Many state and local elected officials are recognizing the power of the cooperative business model and including cooperatives as policy solutions to these challenges. This panel of state and local policymakers will discuss a variety of policies that empower people to use cooperatives to have a greater stake in the places they live, businesses where they work or services they use.

Moderator: Courtney Berner: Executive Director, Center for Cooperatives, University of Wisconsin-Madison

    Panelists:
  • Anita Bonds: At-Large Councilmember, Council of the District of Columbia
10:15 am 11:15 am
Discover the Formula That Attracts Younger Members

Evolving communications channels and consumer expectations demand a new style of engagement, especially if cooperatives want to maintain and grow relevance among young adult members. In this session, you’ll learn about new NRECA research on young adult member values, interests and service expectations and what strategies and messages resonate best with members. You’ll then hear from a trio of cooperative leaders who are innovating through change to effectively engage the next generation.

Moderator: Scott Peterson: Senior Vice President of Communications, NRECA

    Panelists:
11:30 am 1:15 pm
Lunch & Keynote: Community Impact—Co-ops in the Social Enterprise Landscape

Cooperatives, credit unions and mutual insurance companies are part of a diverse group of social enterprises that are designed to improve the financial, social and environmental well-being of their members, customers and their communities. Compared to other social enterprise models, what differentiates co-ops and how can we ensure our business model remains the best in class? This panel of thought leaders on co-ops and community impact will explore the place of co-ops among social enterprises, the community impact of cooperatives and how communities (neighborhoods, municipalities and counties) can help cooperatives thrive.

    Panelists:
  • Ed Mayo: Secretary General, Co-operatives UK
  • C.E. Pugh: CEO, National Co+op Grocers
1:30 pm 2:30 pm
Inspiring Ambassadors: Engaging Internal Audiences

Inspire your co-op’s employees, members and leaders to be ambassadors of your cooperative brand. This interactive workshop is designed to get attendees involved in breaking down the co-op story. Attendees will learn how to educate internal audiences (leaders, members and employees) on cooperatives and effectively communicate the many benefits of leading, supporting, working for and doing business with cooperatives to support local communities. A special spotlight on cooperative employees will explore how your business can increase productivity and boost employee experience by connecting daily tasks to a higher purpose by using effective storytelling. Learn how a great story can unlock potential and ignite your employees, members and leaders as ambassadors—ultimately driving sales, revenue and membership.

2:45 pm 3:45 pm
Talking Tech C2C (Co-op to Co-op): Trends, Tools and Tips

The pace of technology change is speeding up and affecting all aspects of business. Cooperatives, credit unions and mutual insurance companies are no exception to this trend, with technology becoming a major differentiator between survival and success. Trust is essential in technology implementation and cooperatives, as member-owned businesses, understand this the best. That is why more and more cooperatives in different industries create their own technology cooperatives. Come and learn about the latest technology disruptors from co-ops that deliver tech services to other co-ops. This session will discuss some of the tech trends, challenges and solutions facing co-ops and how C2C (co-op to co-op) works in technology.

Moderator: Russell Tucker: Chief Economist, NRECA

    Panelists:
  • Susan Imm: Vice Presidentof Member and Industry, National Information Solutions Cooperative (NISC)
4:00 pm 5:00 pm
Co-op Café

Join Columinate for this final session of the conference and conclude your IMPACT 2019 experience with a forward-looking peer-to-peer conversation. Facilitators will guide you through the following questions using a series of focused conversations.

  • What are your key takeaways from the conference?
  • How has IMPACT 2019 inspired you in a way that will bring value to your work and community?
  • What can you do in the next three, six and 12 months that will contribute to the forward movement envisioned at IMPACT 2019?

Come ready to share, listen, connect and build on key ideas at the Co-op Cafe.

5:30 pm 6:30 pm
Reception

Join your fellow IMPACT 2019 attendees for a reception presented by National Cooperative Bank.

Tuesday

Date: 10/01/2019
1 Event
6:30 pm 8:15 pm
Opening Reception

Join your fellow purchasing professionals for an opening reception.

Wednesday

Date: 10/02/2019
8 Events
8:30 am 9:00 am
Welcome

Welcome to the 2019 Cooperative IMPACT Conference! Cooperatives are people-centered, community-oriented businesses. They are driven by a particular purpose. One that sees a world that is equitable, just, stable, sustainable and simply… better. And there is power in that purpose. Power to change hearts and minds. Power to lift communities and power to ensure a better quality of life.

Join us for this opening session and experience the power of cooperative purpose that will build the next economy.

9:00 am 10:00 am
Opening Keynote
Presented by Nationwide

Session description coming soon!

Moderator: Devin Fuhrman: Vice President of Sponsor Relations, Nationwide

Speaker: Felicia Wong: President & CEO, Roosevelt Institute

10:30 am 11:15 am
The Good, the Bad and the Ugly: Peer Discussion of Best Practices of Purchasing Cooperatives

Participants will spend time engaged in knowledge sharing around some of their recent successes and the processes that led to those successes. Open dialogue is encouraged to share ideas, outcomes and approaches to solving problems.

11:30 am 1:15 pm
Lunch & Keynote Panel: Stability and Sustainability for the Future – America’s Top 100 Co-ops

This keynote panel will focus on the stability and sustainability strategies used by top credit unions and cooperatives. For 29 years, the National Cooperative Bank (NCB) has produced the NCB Co-op 100®, highlighting the economic impact of cooperatives and credit unions across the country. This group of co-ops alone generated $214.4 billion in revenue in 2017, moving the inclusive economy forward. During this panel, CEOs from some of the most innovative businesses among America’s Co-op 100® will share strategies that encourage economic stability and sustainability for co-op members and communities. The participating CEOs will also discuss upcoming challenges for their businesses, the co-op sector and solutions for the future.

Location: Grand Ballroom

Moderator: John Holdsclaw: Senior Vice President for Corporate Affairs, National Cooperative Bank

Speakers:
  • Mike Lord: President and CEO, State Employees' Credit Union
  • Ed Townley: CEO and President, Agri-Mark/Cabot Creamery Cooperative
1:30 pm 2:30 pm
Healthcare Benefits & New Revenue Streams: Learn about the Cooperative and Association EMPLOYER Health Plan Option™

Increasing healthcare costs are a challenge for cooperatives, their member businesses and associations of co-ops across industries. This session will explore how some co-ops and associations are creating a stream of recurring revenue, not based on dues, while helping their member employers of all sizes lower healthcare costs and gain more control. Learn the simplified steps to quickly, easily, and seamlessly implement a guided turnkey system.

Moderator: Amanda Daubert: Director of Services, Furniture First Cooperative

Speaker: Verlyn E. Hahn: President & CEO, Hahn Financial Group, Inc.

2:45 pm 3:45 pm
Beyond Rebates: Best Practices in Building Value for Member Retention

Rebates are often the top reason members join. However, they are not sufficient to keep members engaged and increase their use of the services of a purchasing group. This session will discuss enhancing member communications for engagement, member networking, and setting up systems of capturing and sharing best practices, with the ultimate goal of increasing member retention.

Moderator: Kaeleigh Barker: Director of Strategy, CCA Global

Speaker: Sally Kelly: Vice President of Member Communication, Carpet One Floor and Home

4:00 pm 5:00 pm
Purchasing Co-ops are the Marketplace
Presented by LBMX

Purchasing co-ops represent the marketplace solutions for their members. Whether you have a marketplace or plan on creating a marketplace, there are keys aspects that must be considered in order to be successful. Presented by LBMX, this session will address the following questions—Is my product content good enough? Is my e-commerce site attracting new customers? How do I establish a digital network of documents? Without a marketplace, what will happen to my business?

Moderator: Jeanne Matson: Past President & CEO, Starnet Flooring

Speaker: : Kevin Cox, Director of Operations, LBMX, Inc.

Thursday

Date: 10/03/2019
8 Events
7:30 am 8:45 am
Women in Co-ops Networking Breakfast

Join us for an interactive roundtable breakfast session to celebrate the amazing women leaders within the cooperative community. This is an opportunity to network and discuss the latest leadership trends with your colleagues and thought leaders. During this session, our hosts, Carla Decker, President & CEO of DC Credit Union and Jeanne Matson, Past President & CEO Starnet Commercial Flooring, will lead the discussion as attendees share their experiences on topics such as: attracting and retaining women to the co-op community, tools for career advancement, mentorship and coaching, leadership development, and more. All conference attendees, regardless of gender, are welcomed and encouraged to participate in this conversation focused on creating positive growth for women in the co-op community.

Moderator: Jeanne Matson: Past President and CEO, Starnet Commercial Flooring

8:30 am 10:00 am
The Good, the Bad & the Ugly: Peer Discussion of Reverse Best Practices of Purchasing Cooperatives

Participants will spend time engaged in knowledge sharing around some of their challenges. Open dialogue is encouraged to share ideas, outcomes and approaches to solving problems.

10:15 am 11:15 am
Benchmarking Success: NCBA CLUSA’s Benchmarking Dashboard for Purchasing Groups

NCBA CLUSA partnered with CoMetrics to deliver a new benefit for NCBA CLUSA members who are purchasing cooperatives. Paul Giudice from CoMetrics and C.E. Pugh from National Co+op Grocers will present a summary of the trends identified in the results of a new survey of purchasing cooperatives and buying groups and demonstrate the interactive dashboard showing the benchmarking metrics.

Moderator: C.E. Pugh: CEO, National Co+op Grocers

Speaker: Paul Giudice: Chief Executive Officer, CoMetrics

    Panelists:
11:30 am 1:15 pm
Lunch & Keynote: Community Impact—Co-ops in the Social Enterprise Landscape

Cooperatives, credit unions and mutual insurance companies are part of a diverse group of social enterprises that are designed to improve the financial, social and environmental well-being of their members, customers and their communities. Compared to other social enterprise models, what differentiates co-ops and how can we ensure our business model remains the best in class? This panel of thought leaders on co-ops and community impact will explore the place of co-ops among social enterprises, the community impact of cooperatives and how communities (neighborhoods, municipalities and counties) can help cooperatives thrive.

    Panelists:
  • Ed Mayo: Secretary General, Co-operatives UK
  • C.E. Pugh: CEO, National Co+op Grocers
1:30 pm 2:30 pm
Using Social Media for Competitive Advantage: Best Practices

Social media is becoming a go-to tactic for marketing to members and vendors. However, many purchasing cooperatives have not found the best way to use social media to differentiate themselves in the market. This session will discuss social media as a strategy of market differentiation and member engagement: audience identification, message crafting, and ways to employ social media as a two ways communication tool. In addition, it will talk about the power of consumer reviews, off page search engine optimization (SEO) as well as the importance of personalization to today’s consumers.

Moderator: Kaeleigh Barker: Director of Strategy, CCA Global

Speaker: Frank Chiera: Senior Vice President, Marketing & Advertising, CCA Global

2:45 pm 3:45 pm
Join the Co-op Side: Best Practices in Member Onboarding

Successful member retention starts with member onboarding. The discussion will focus on strategies to engage new members with the cooperative, tactics to engage and educate new members on all the offerings of the cooperative, and the process that leads to member retention and the growth of new members.

Moderator: Jeanne Matson: Past President & CEO, Starnet

Speaker: : Gina Shaefer, Co-Founder and CEO of Seven ACE Hardware Stores, ACE Hardware

4:00 pm 5:00 pm
How to Maximize Use of the Co-op Brand: Insights from an Agricultural Cooperative

Cooperatives are member-owned businesses that have brought individuals and businesses together for generations to solve big problems. The cooperative community faces a generational opportunity: to ensure others understand how cooperatives are a strategy to have greater control of their economic futures. Attendees will hear from an agricultural cooperative about their experience in utilizing the cooperative model and brand for communicating the value of the business with members, consumers and other stakeholders.

Moderator: Mike Gentile: President & CEO, Independent Suppliers Group, Inc.

Speaker: Christina Ferzil: Head of Global Corporate Affairs, Ocean Spray

5:30 pm 6:30 pm
Reception

Join your fellow IMPACT 2019 attendees for a reception presented by National Cooperative Bank.

Friday

Date: 10/04/2019
7 Events
8:45 am 9:00 am
Welcome

Join us as we launch into a full day of exploring the cooperative role in addressing many of the social, economic and development issues facing the planet. Breakfast will be served from 7:30 – 9:00am and is open to all conference registrants.

 

Location: Grand Ballroom
9:00 am 10:00 am
The Road to Self-Reliance: Cooperative Engagement

“Private enterprise is the single most powerful force for lifting lives, strengthening communities and accelerating self-reliance.” – Mark Green, Administrator, USAID

Cooperatives are private enterprises; through self-help, reinvesting in their communities and concern for the well-being of people and the world in which we live, cooperatives nurture a long-term vision for economic participation, self-reliance, sustainable growth, social development and environmental responsibility.

USAID Deputy Assistant Administrator, Kimberley Rosen, will highlight USAID’s “Journey to Self-Reliance” and the roll out of the Agency’s “Private Sector Engagement” policy, and how cooperatives,play a critical role in helping communities and countries lead their own development objectives.

Location: Grand Ballroom

Moderator: : Alex Serrano, Sr. Vice President for International Development, NCBA CLUSA

Speaker: Kimberly Rosen: Deputy Assistant Administrator, Bureau for Economic Growth, Education and Environment, USAID

9:45 am 10:15 am
Flash Talks: Sustainability and Self Reliance; Stability; and Innovations and the Cooperative Model

A panel of three international and cooperative development experts will introduce the three tracks of the conference and share their own thoughts about sustainability and self-reliance; stability; and innovations and the cooperative model.

Location: Grand Ballroom

Moderator: : Alex Serrano, Sr. Vice President for International Development, NCBA CLUSA

    Panelists:
10:30 am 12:00 pm
Co-ops and Climate Change: The Next Economy Must be Carbon-Free

Worldwide cooperatives are leading the way in advancing renewable solar and wind power generation, energy efficiency improvements, ecologically-friendly and organic farming, food waste reduction, recycling, reuse, reforestation and conservation initiatives, carbon offset schemes and socially responsible green financing that’s fueling all these efforts. But how can these activities create systemic impact? What’s required to unlock the power of cooperative solutions to help the transition to a carbon free economy?

Location: Cavalier A

Moderator: Andrew Allimadi: Coodinator for Cooperative Issues, United Nations

    Panelists:
  • Sheila Ongie: Sustainability Manager, National Co+op Grocers
  • Patrina Eiffert: Senior Director, National Rural Electric Cooperative Association (NRECA) International
  • Kari Onyancha: Chief of Party, Cooperative Development Program, Land O'Lakes Venture37
12:15 pm 1:45 pm
Award Lunch & Keynote Address – The Challenge of Change: Staying Relevant

The world is changing at a rapid pace. In response, governments, businesses, cooperatives and NGOs are also changing their operating models to respond to global trends. There is a convergence on the goals for international development, embodied by the Sustainable Development Goals (SDGs), and a recognition that that aid is not enough. It is widely accepted that we need to move from traditional funding to financing, from monitoring activities to measuring impact. Today, companies also recognize the business value of global development efforts—especially in their supply chains—and investors are finding opportunities for returns combined with social impact. Can these efforts converge on a new model that will meet the ambitions of the SDGs? What are the new modalities for development and who are the new players?

KPMG Senior Director Martin Chrisney will discuss key trends in international development, business opportunities arising from a rapidly changing world and how businesses, including cooperatives, can stay relevant in the new international landscape.

 

OCDC Champion Award
The Cooperative Development Program (CDP), funded by USAID, is the only foreign assistance program dedicated exclusively to co-ops. In the early 60s, USAID encouraged the creation of an alliance of U.S. cooperatives—representing sectors from credit unions to agriculture—to implement programs funded by CDP. In 1982, the alliance was named the U.S. Overseas Cooperative Development Council (OCDC).

As the champion, advocate and promoter of effective, sustainable international cooperative development, OCDC will present the inaugural OCDC Champion Award. This prestigious award recognizes an individual or individuals who champion, advocate and promote effective, sustainable international cooperative development.

2:00 pm 3:30 pm
Building Sustainable and Ethical Supply Chains

Global population growth and economic greed threatens our natural resources. Consumers increasingly demand ethically sourced products. Yet, sustainable and ethical supply chains remain a small share of global trade and traceability is a challenge. Cooperatives are value-based organizations and are not driven only by profit to the detriment of the environment, labor standards, and food safety. How can the co-op model support more sustainable and ethical food and non-food product supply? How can alliances including farmers, coops, investors, and companies create inclusive sustainable markets for safe, nutritious foods and other non-food products?

Location: Cavalier A

Moderator: Will Rabieh: Sr. International Program Specialist, Foreign Agricultural Service, USDA

    Panelists:
  • Marcel Petrutiu: Director of Global Development, URUS Group/Genex Cooperative
  • Tony Bedard: Chief Executive Officer, Frontier Co-op
  • Julia Baumgartner: Program Manager, Cooperative Development, Equal Exchange
  • Sara Farley: Managing Director, Integrated Operations for the Food Initiative, Rockefeller Foundation
3:30 pm 5:00 pm
Closing Reception: Network & Connect
Presented by NCBA CLUSA & OCDC

Join your fellow cooperators, international development professionals, representatives from partner agencies and other IMPACT 2019 attendees for a closing reception, networking and connecting.

Hosted by: NCBA CLUSA and OCDC

Supported by: Equal Exchange, Frontier, URUS Group/Genex Cooperative, Global Communities, HealthPartners, Land O’Lakes Venture37, NRECA International and WOCCU. 

Friday

Date: 10/04/2019
7 Events
8:45 am 9:00 am
Welcome

Join us as we launch into a full day of exploring the cooperative role in addressing many of the social, economic and development issues facing the planet. Breakfast will be served from 7:30 – 9:00am and is open to all conference registrants.

 

Location: Grand Ballroom
9:00 am 10:00 am
The Road to Self-Reliance: Cooperative Engagement

“Private enterprise is the single most powerful force for lifting lives, strengthening communities and accelerating self-reliance.” – Mark Green, Administrator, USAID

Cooperatives are private enterprises; through self-help, reinvesting in their communities and concern for the well-being of people and the world in which we live, cooperatives nurture a long-term vision for economic participation, self-reliance, sustainable growth, social development and environmental responsibility.

USAID Deputy Assistant Administrator, Kimberley Rosen, will highlight USAID’s “Journey to Self-Reliance” and the roll out of the Agency’s “Private Sector Engagement” policy, and how cooperatives,play a critical role in helping communities and countries lead their own development objectives.

Location: Grand Ballroom

Moderator: : Alex Serrano, Sr. Vice President for International Development, NCBA CLUSA

Speaker: Kimberly Rosen: Deputy Assistant Administrator, Bureau for Economic Growth, Education and Environment, USAID

9:45 am 10:15 am
Flash Talks: Sustainability and Self Reliance; Stability; and Innovations and the Cooperative Model

A panel of three international and cooperative development experts will introduce the three tracks of the conference and share their own thoughts about sustainability and self-reliance; stability; and innovations and the cooperative model.

Location: Grand Ballroom

Moderator: : Alex Serrano, Sr. Vice President for International Development, NCBA CLUSA

    Panelists:
10:30 am 12:00 pm
Creating Stability through Cooperatives

This session explores how cooperatives have helped communities to weather economic and financial crises, address upheavals arising from conflict, discrimination, market failure and natural disasters, and react during adverse situations to mitigate their effects and create stability. Panelists will share their stories and experiences from the rural south of US, Uganda and Latin America.

Location: Cavalier B

Moderator: : Barbara Czachorska-Jones, PhD, Cooperative Advisor, Cooperative Development Program, Global Communities

12:15 pm 1:45 pm
Award Lunch & Keynote Address – The Challenge of Change: Staying Relevant

The world is changing at a rapid pace. In response, governments, businesses, cooperatives and NGOs are also changing their operating models to respond to global trends. There is a convergence on the goals for international development, embodied by the Sustainable Development Goals (SDGs), and a recognition that that aid is not enough. It is widely accepted that we need to move from traditional funding to financing, from monitoring activities to measuring impact. Today, companies also recognize the business value of global development efforts—especially in their supply chains—and investors are finding opportunities for returns combined with social impact. Can these efforts converge on a new model that will meet the ambitions of the SDGs? What are the new modalities for development and who are the new players?

KPMG Senior Director Martin Chrisney will discuss key trends in international development, business opportunities arising from a rapidly changing world and how businesses, including cooperatives, can stay relevant in the new international landscape.

 

OCDC Champion Award
The Cooperative Development Program (CDP), funded by USAID, is the only foreign assistance program dedicated exclusively to co-ops. In the early 60s, USAID encouraged the creation of an alliance of U.S. cooperatives—representing sectors from credit unions to agriculture—to implement programs funded by CDP. In 1982, the alliance was named the U.S. Overseas Cooperative Development Council (OCDC).

As the champion, advocate and promoter of effective, sustainable international cooperative development, OCDC will present the inaugural OCDC Champion Award. This prestigious award recognizes an individual or individuals who champion, advocate and promote effective, sustainable international cooperative development.

2:00 pm 3:30 pm
Collective Action for Gaining Voice and Youth Empowerment: A Model for Scale

This session will explore the effectiveness of collective action models (producer organizations, associations, cooperatives) on giving youth agency and economic opportunity. The session will explore the links between collective action and young people’s participation in local governance, decision-making and curbing recruitment into violent extremism and gangs. Panelists will share stories and lessons learned from Kenya, Burkina Faso, Niger, Uganda and Central America.

Location: Cavalier B

Moderator: Michael McCabe: Agency Youth Coordinator, USAID

3:30 pm 5:00 pm
Closing Reception: Network & Connect
Presented by NCBA CLUSA & OCDC

Join your fellow cooperators, international development professionals, representatives from partner agencies and other IMPACT 2019 attendees for a closing reception, networking and connecting.

Hosted by: NCBA CLUSA and OCDC

Supported by: Equal Exchange, Frontier, URUS Group/Genex Cooperative, Global Communities, HealthPartners, Land O’Lakes Venture37, NRECA International and WOCCU. 

Friday

Date: 10/04/2019
7 Events
8:45 am 9:00 am
Welcome

Join us as we launch into a full day of exploring the cooperative role in addressing many of the social, economic and development issues facing the planet. Breakfast will be served from 7:30 – 9:00am and is open to all conference registrants.

 

Location: Grand Ballroom
9:00 am 10:00 am
The Road to Self-Reliance: Cooperative Engagement

“Private enterprise is the single most powerful force for lifting lives, strengthening communities and accelerating self-reliance.” – Mark Green, Administrator, USAID

Cooperatives are private enterprises; through self-help, reinvesting in their communities and concern for the well-being of people and the world in which we live, cooperatives nurture a long-term vision for economic participation, self-reliance, sustainable growth, social development and environmental responsibility.

USAID Deputy Assistant Administrator, Kimberley Rosen, will highlight USAID’s “Journey to Self-Reliance” and the roll out of the Agency’s “Private Sector Engagement” policy, and how cooperatives,play a critical role in helping communities and countries lead their own development objectives.

Location: Grand Ballroom

Moderator: : Alex Serrano, Sr. Vice President for International Development, NCBA CLUSA

Speaker: Kimberly Rosen: Deputy Assistant Administrator, Bureau for Economic Growth, Education and Environment, USAID

9:45 am 10:15 am
Flash Talks: Sustainability and Self Reliance; Stability; and Innovations and the Cooperative Model

A panel of three international and cooperative development experts will introduce the three tracks of the conference and share their own thoughts about sustainability and self-reliance; stability; and innovations and the cooperative model.

Location: Grand Ballroom

Moderator: : Alex Serrano, Sr. Vice President for International Development, NCBA CLUSA

    Panelists:
10:30 am 12:00 pm
The Scalability of the Worker Co-op Model

The International Labor Organization’s Centenary Declaration for the Future of Work highlights the importance of a “human-centered approach” acknowledging cooperatives as one of the means “to generate decent work, productive employment and improved living standards for all”. But worker cooperatives continue to be among the most difficult businesses to create. How do we scale-up worker cooperatives? In this session we look at inspiring lessons from around the world regarding strategies, policies and key components of worker cooperative development.

Location: Cavalier C

Moderator: : Esteban Kelly, Executive Director, US Federation of Worker Cooperatives

Speaker: :

    Panelists:
12:15 pm 1:45 pm
Award Lunch & Keynote Address – The Challenge of Change: Staying Relevant

The world is changing at a rapid pace. In response, governments, businesses, cooperatives and NGOs are also changing their operating models to respond to global trends. There is a convergence on the goals for international development, embodied by the Sustainable Development Goals (SDGs), and a recognition that that aid is not enough. It is widely accepted that we need to move from traditional funding to financing, from monitoring activities to measuring impact. Today, companies also recognize the business value of global development efforts—especially in their supply chains—and investors are finding opportunities for returns combined with social impact. Can these efforts converge on a new model that will meet the ambitions of the SDGs? What are the new modalities for development and who are the new players?

KPMG Senior Director Martin Chrisney will discuss key trends in international development, business opportunities arising from a rapidly changing world and how businesses, including cooperatives, can stay relevant in the new international landscape.

 

OCDC Champion Award
The Cooperative Development Program (CDP), funded by USAID, is the only foreign assistance program dedicated exclusively to co-ops. In the early 60s, USAID encouraged the creation of an alliance of U.S. cooperatives—representing sectors from credit unions to agriculture—to implement programs funded by CDP. In 1982, the alliance was named the U.S. Overseas Cooperative Development Council (OCDC).

As the champion, advocate and promoter of effective, sustainable international cooperative development, OCDC will present the inaugural OCDC Champion Award. This prestigious award recognizes an individual or individuals who champion, advocate and promote effective, sustainable international cooperative development.

2:00 pm 3:30 pm
How the Co-op Model is Advancing Innovations

The co-op model, grounded in member ownership, control and shared benefits is in the forefront of economic and social innovations worldwide. In this session we look at how the cooperative development community is using innovative forms of cooperative organization and cooperative development practices to address real life problems around the world in areas such as access to renewable energy, agricultural markets, financial services as well as creating a more enabling environment for cooperatives to emerge, consolidate and expand.

Location: Cavalier C

Moderator: : Emily Varga, Director of Cooperative Development, E3/Local Sustainability, USAID

    Panelists:
  • Daneil B. Waddle: Sr. Vice President, National Rural Electric Cooperative Association (NRECA) International
  • Jean Thiboutot: Chief of Party, Cooperative Development Program, World Council of Credit Unions (WOCCU)
3:30 pm 5:00 pm
Closing Reception: Network & Connect
Presented by NCBA CLUSA & OCDC

Join your fellow cooperators, international development professionals, representatives from partner agencies and other IMPACT 2019 attendees for a closing reception, networking and connecting.

Hosted by: NCBA CLUSA and OCDC

Supported by: Equal Exchange, Frontier, URUS Group/Genex Cooperative, Global Communities, HealthPartners, Land O’Lakes Venture37, NRECA International and WOCCU.