Grants Track: Readiness, Redesign, and Reengineering

Learn how your organization can successfully embrace readiness, redesign, and reengineering strategies. Evaluate your organization's current situation, revamp processes and systems, and enact transformative changes to improve grantmaking operations. Find out how Fluxx can support you in effortlessly adopting these strategies to align your work with evolving needs and bring about substantial social transformation.

Speakers: Rebecca VanSickle, 1892 Consulting
Dan Gaff, May & Stanley Smith Charitable Trust
Ariel Quinones, JPB Foundation
Rebecca Smith, 1892 Consulting

Organization Track: Stop Loving the Problem! Cultivating a Change Practice that *actually* changes things

We talk a lot about Change Management—what about Change Practice? Learn how your organization and our industry can increase positive impact by cultivating a Change Practice that supports experimentation, learning, effective leadership and collaboration, and ultimately, your mission. In other words: we can get out of the dreaded cycle of talking-about-talking-about-solving problem (someday). Some highlights: moving at the speed of trust, practicing generative conflict, unlearning, and "working out loud." We'll explore how Fluxx can be leveraged as a platform and key ingredient to enable behavior and systems change.

Speakers: Genevieve Smith, GV Advisory
Jeannine Corey, Philanthropy.io

Organization Track: The Modern Workforce

Explore the latest trends shaping the modern workforce, from evolving technology advancements to conducting skills assessments and fostering team collaboration. In this session, discover how organizations are navigating these shifts, sharing real-world strategies from their own experience. Also, learn how Fluxx is helping streamline operations, reduce administrative burdens, and foster more efficient, productive work environments. Gain actionable insights to adapt to today's workforce challenges and elevate performance and collaboration.

Speakers: Evan Benedict, Golden Leaf
Kim Lehman, Bohemian Foundation
Alison Stein Koret Foundation

Grants Track: Excel Reporting via the new Add-in

Fluxx's evolved Excel add-in provides powerful capabilities for reporting and analysis, allowing users to quickly explore data, uncover insights, and make informed decisions. Learn how to perform self-service analytics and create customized reports in Fluxx that are tailored to your specific needs.

Speakers: Stephen Brandon, Brandon IT Consulting
Caryn Knutsen, NMSS

Organization Track: Utilizing our Taxonomy for Learning & Amplification

In 2021, Mellon shared our new grant classification taxonomy at FluxxCon, which highlighted our new way of grouping grants for learning and strategic planning.  Looking ahead, now that the taxonomy has been in place for a few years, we plan to discuss how we utilize it to understand the nuances of our grantmaking for learning and strategic planning and how we utilize the Fluxx API to amplify the work of our grantees on our website.  In this session, we’ll also discuss taxonomy management, retrospective coding, and different approaches to coding in Fluxx.

Speakers: Kristen Ratanatharathorn, Mellon Foundation
Lindsey Menichella, Mellon Foundation

Industry Track: Data Rich, Insights Poor? Uplevel data reporting with BI and Grantelligence

Organizations often find themselves drowning in data yet starving for actionable insights. This challenge arises from a failure to analyze and extract value from the available information. Grantelligence and BI tools provide a solution by converting data into visualized insights that enhance decision-making and strategic advantage. Discover their power in this session!

Speakers: Deb McBride, Caring for Colorado
Evan Lutes, Internet Society Foundation

Grants Track: Financial and CRM Integrations

This session will explore how combining CRM and Financial platforms with Fluxx can streamline process management, enhance data accuracy, and improve overall efficiency. Equip yourself with the key benefits and best practices for implementing this integration in your organization.

Speakers: Carly Urmann, Workato
Mark Johnson, Logicspin
Dara Gray, Family League of Baltimore

Organization Track: Automations, Connectors, and Webhooks

Automations, connectors, and webhooks are three key technologies that enable philanthropic organizations to work smarter, not harder. By leveraging these new solutions in Fluxx, we hope to eliminate manual tasks, integrate systems, and build custom workflows - ultimately increasing efficiency and focusing more resources on their core missions.

Speakers: Syman Stevens, Co-Creative Consulting, LLC
Stu Revness, Bloomberg Philanthropies
Chris Andreen, MacArthur Foundation

Industry Track: Data Assets as a Public Good

To bring about transformative and systemic change, we need to think differently about how we share data, collaborate, and democratize important information. Join our panelists from Candid, PDC, and DARO for an open conversation about the implications of shared data across nonprofits, funders, and the entire social sector.

Speakers: Jesse Bourns, Daro
Woodrow Rosenbaum, With-Intent
Aleda Gagarin, Candid
Victoria Vranas, GlobalGiving
John Mohr, PDC

Organization Track: AI 101: Getting Started and Governance

When beginning to adopt AI in your organization, it is crucial for Grantmakers to understand its applications and how to implement and govern it responsibly. This ensures streamlined operations, reduced risks, and maximized benefits. Join this AI 101 session to learn how to get started and develop a governance strategy for integrating AI at organizational, ethical, and technical levels. Additionally, we will tackle AI from tthe Grantee perspective, learning about what tools and structures they may be using in the support of their communities and missions.

Speakers: Chantal Forster, Annenberg Foundation
Suni Sidhu, Bainum Family Foundation

Industry: Generative AI in your (Fluxx) GMS

Generative AI is a groundbreaking technology with immense potential to accelerate social impact. In this session, we will delve deeper into the technology and explore how Fluxx plans to implement it. The focus will be on use case exploration and developing technical roadmaps within the Fluxx platform.

Speakers: Prad Prasoon, Deloitte
Maria-Paz Barrientos, Deloitte
Ajaypal Singh, AWS

Admin Builder Tool & UI List/Header Tricks

Learning how to leverage tools in Fluxx like Liquid markup language and automations. We invite you to join our showcase of some of the most interesting uses -- and the resources for you to make it happen at your organization.

Speakers: Suni Sidhu, Bainum Family Foundation
Stephen Brandon, Brandon IT Consulting
Nick Reitan, Social Edge

Managing Milestones

Explore the critical role of milestones, deliverables, and KPIs in grants management, and learn how to effectively track and report on these key elements in Fluxx to ensure project success and alignment with funder expectations.

Speakers: Michelle Gantt, Social Edge
Kim Crawford, Michigan YMCA

Applying Integrations to Enable Trust-Based Philanthropy Practices

Grantbook's philanthropy tech nerds will showcase real client examples of how you can embrace trust-based practices by selecting and customizing the right integrations. Through the lens of several of TBP's six practices, we will explore how you can Simplify and Streamline Paperwork, Do the Homework, and Be Transparent and Responsive through the careful application of AI-powered tools, automation, and APIs.

Speakers: Divij Daryanani, Grantbook
Arash Arab, Grantbook

I didn't know Fluxx could do that!

Back by popular demand, we invite Fluxx users of all levels to join us as we share ideas on how to enhance the ease of use of your forms and grantee portal, making them more intuitive and accessible for both staff and, especially, grant partners! The team will share demos and examples of how this is operationalized in Fluxx.

Speakers: 
Tracy Chen, 1892 Consulting

Grantsformation: Operationalizing "Trust" with Grantee-Centric Practices

David and Lucile Packard Foundation and Grantbook will share highlights from the Foundation's "Grantsformation" - an overhaul of their grantmaking processes to improve the grantee experience and staff effectiveness. They'll cover their streamlined approach, including reducing reporting burdens, shifting to a more relationship-centric model, and building grantee financial resilience through updated processes, technology, and training.

Speakers: Tierney Smith, Grantbook
Linda Gargiulo, Packard

Human-Centered Automation: Bridging Efficiency & Equity in Your Grantee Financial Review Process

To be effective grantmaking partners, introducing efficiencies in our work is essential. However, to truly excel, we must ensure that equitable principles and critical thinking are integral to our processes. This session explores the balance between automation and equity in philanthropy and its practical implementation in Fluxx. As a use case, we will highlight challenges and solutions related to using publicly available data for grantee financial reviews and the necessary critical examination of automation results. We will showcase Surdna Foundation's financial review workflow in Fluxx, including a demonstration of user and admin views, and how they embedded an equity lens within their process. Join us for a discussion on how system admins and grantmaking practitioners can work together to make their efforts both efficient and equitable.

Speakers: Jennifer Pedroni, BDO
Connie Kendig, BDO
Jeffrey Jimenez-Kurlander, Surnda 

Admin Builder Tool & UI List/Header Tricks

Learning how to leverage tools in Fluxx like Liquid markup language and automations. We invite you to join our showcase of some of the most interesting uses -- and the resources for you to make it happen at your organization.

Speakers: Suni Sidhu, Bainum Family Foundation
Stephen Brandon, Brandon IT Consulting
Nick Reitan, Social Edge

I didn't know Fluxx could do that!

Back by popular demand, we invite Fluxx users of all levels to join us as we share ideas on how to enhance the ease of use of your forms and grantee portal, making them more intuitive and accessible for both staff and, especially, grant partners! The team will share demos and examples of how this is operationalized in Fluxx.

Speakers: 
Tracy Chen, 1892 Consulting

Grantsformation: Operationalizing "Trust" with Grantee-Centric Practices

David and Lucile Packard Foundation and Grantbook will share highlights from the Foundation's "Grantsformation" - an overhaul of their grantmaking processes to improve the grantee experience and staff effectiveness. They'll cover their streamlined approach, including reducing reporting burdens, shifting to a more relationship-centric model, and building grantee financial resilience through updated processes, technology, and training.

Speakers: Tierney Smith, Grantbook
Linda Gargiulo, Packard

Human-Centered Automation: Bridging Efficiency & Equity in Your Grantee Financial Review Process

To be effective grantmaking partners, introducing efficiencies in our work is essential. However, to truly excel, we must ensure that equitable principles and critical thinking are integral to our processes. This session explores the balance between automation and equity in philanthropy and its practical implementation in Fluxx. As a use case, we will highlight challenges and solutions related to using publicly available data for grantee financial reviews and the necessary critical examination of automation results. We will showcase Surdna Foundation's financial review workflow in Fluxx, including a demonstration of user and admin views, and how they embedded an equity lens within their process. Join us for a discussion on how system admins and grantmaking practitioners can work together to make their efforts both efficient and equitable.

Speakers: Jennifer Pedroni, BDO
Connie Kendig, BDO
Jeffrey Jimenez-Kurlander, Surnda 

Applying Integrations to Enable Trust-Based Philanthropy Practices

Grantbook's philanthropy tech nerds will showcase real client examples of how you can embrace trust-based practices by selecting and customizing the right integrations. Through the lens of several of TBP's six practices, we will explore how you can Simplify and Streamline Paperwork, Do the Homework, and Be Transparent and Responsive through the careful application of AI-powered tools, automation, and APIs.

Speakers: Divij Daryanani, Grantbook
Arash Arab, Grantbook

Managing Milestones

Explore the critical role of milestones, deliverables, and KPIs in grants management, and learn how to effectively track and report on these key elements in Fluxx to ensure project success and alignment with funder expectations.

Speakers: Michelle Gantt, Social Edge
Kim Crawford, Michigan YMCA