Morning Workshops – 10:45-12:00

A. Social Enterprise Structures
Panelists: Joy Anderson, Michael Martone, Rebecca Paolino
Moderators: Michelle Cote
LLC, L3C, 501(c )3, S-Corp, C-Corp… There are many structures available and choosing the right one for your social enterprise is important. This workshop will help you understand the different options and the pros and cons of each.

B. Measuring success in a social enterprise
Panelists: Mary Cockram, Dave Fearon, Maureen Hart, Kelly Ramirez,
Moderators: David Garvey
Measuring profitability is easy (maybe that's why we're so glued to this metric). But how do you measure social impact? It's a critical component of a social enterprise, but difficult to measure. Learn how you can assess your impact.

C. Bootstrapping for the Social Entrepreneur
Panelists: Charles Herbert, Marie O’Brien
Moderators: Jim Carter
Venture capital, grants, loans from banks, family, friends. What are the resources? What are your options, and how do you get off on the best footing.

Plenary Sessions

AM Session – Answering the Tough Questions - 9:30am-10:30am
Panelists: Robert Egger, Kate Emery, Cary Wheaton
Moderators: Dan Haar
Social enterprise is a new concept to many and is often met with confusion, and even suspicion. In this panel discussion we'll tackle the tough questions regarding the purpose and value of social enterprise.

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Joy Anderson - In 2002, Dr. Joy Anderson founded Criterion Ventures, a national firm that identifies, examines and solves system social problems by launching social ventures – either for clients or as entrepreneurs. Criterion brings to the work a wealth of connections, the methodology and savvy to navigate complexity, and a commitment to creating social impact. The firm works across discipline and sector - social investing, market formation, education, poverty alleviation, healthcare and more – most often with large nonprofits, foundations and individuals on the front end of ventures. In 2006 Joy, Tim Freundlich and Kevin Jones founded Good Capital LLC, an asset management firm seeking to move capital to good. Prior to Criterion, Joy worked for Growth Design, a national consulting firm focusing on fundraising and strategic planning for large nonprofit systems. She began her career in the NYC public school system at James Madison High School in Brooklyn where she played leadership roles in the United Federation of Teachers and she designed and managed million dollar federally funded programs. In 2011 Joy was wan named in Fast Company's third annual of the 100 Most Creative People in Business. Joy ranked #51 in the list of the most influential and surprising executives, artists, and impressarios crafting leaders from Apple to the Brazilian Amazon, Conan to Oprah, Facebook to fashion. Joy holds a BA from Wesleyan University and a Ph.D. in American History from New York University. She sits on the Board of the Lutheran Community Foundation and is the Board Chair for Village Capital. She lives with her husband and daughter in Connecticut.

Mary Cockram - Mary Cockram has extensive experience designing, implementing, and evaluating effective economic development projects with a focus on growing micro, small, and medium enterprises. She has her own consulting company where she writes grants and conducts program evaluations and assessments. She worked for 14 years as program director at Aid to Artisans, and has worked in Bolivia, Brazil, Russia, and Haiti. She has a Masters degree in international agriculture and rural development and a bachelors in communication, both from Cornell University.

Jim Cutie - Jim has thirty-five years of general management, marketing, start-up and fundraising experience in traditional and online media. He is the Chief Operating Officer of The Connecticut News Project and was a member of the team that launched CT Mirror in January 2010. The mission of the Connecticut News Project, Inc. is to increase the level of civic engagement among state's residents. CT Mirror (www.ctmirror.org) is an independent, non-partisan, non-profit news organization created to reinvigorate coverage of Connecticut's state government, public policy and politics.
From 2001 to 2009, Jim was a Partner at Plum Holdings, L.P. an early stage media venture fund. Prior to that, he was co-founder and CEO of Press Point, the first company to print on demand the world’s most prestigious newspapers. He founded his media consulting firm, The Compass Group of Connecticut, LLC in 1997.
Jim spent seventeen years at The New York Times Company. From 1993-1997, he was President of The New York Times Information Services Group where he ran The New York Times News Service and Syndicate, New York Times Business Information Services, led the negotiating team that regained the electronic rights to The New York Times content from Lexis-Nexis and started the original interactive division of The New York Times.
From 1991-1993, Jim was Senior Vice President, Marketing at The New York Times. As a masthead executive, Jim was responsible for the newspaper’s marketing, planning, research, promotion, new business and new products development.
Jim’s other senior management positions at The Times included Vice President of Marketing, National Advertising Director, Regional Sales Director and Promotion and Marketing Director. Before joining the Times, Jim was Research and Promotion Manager at Gannett and Newhouse.
Jim holds a B.A. from Brooklyn College and has done graduate work at Queens College and Pace University. He is a 1996 Rockefeller Fellow. He has been a director of numerous start-up companies and media association boards.

Robert Egger - Founder and President of DC Central Kitchen, will be the keynote speaker. He is the voice for change and an influential figure in the social enterprise sector. Egger opened DC Central Kitchen in 1989. It is a community kitchen that uses locally sourced food to make meals for the hungry. Rather than running a traditional nonprofit, Egger created a very successful catering business which not only provides income to sustain their operations but also provides on-the-job training for those they serve, breaking the cycle of homelessness and unemployment. This is a classic case of using the power of business to create social good. Since its inception, it has produced over 23 million meals and helped 800 men and women gain full time employment.

Kate Emery - is the Founder and CEO of Walker Systems Support, an IT & Web Services firm located in
Farmington. The 2nd largest Computer Consulting firm in the Hartford area, Walker has been nominated
twice to the Inc. 5000 list of fastest growing small businesses in America. In 2007, Kate restructured Walker as a Social Enterprise and began talking more publicly about Walkers new business model in hope of promoting Social Enterprise in Connecticut. Social Enterprise Trust or reSet was founded by Kate to promote, protect and preserve Social Enterprise in Connecticut. Through reSet and the CT Social Enterprise Network it is hoped that Connecticut will become the hub of Social Enterprise. Kate graduated Magna Cum Laude with a BS in Management from the University of Connecticut’s School of Business and received her Master’s Degree in Computer Science at the Hartford Graduate School from Rensselaer Polytechnic Institute. She also serves on the board of the Boy’s and Girl’s Club and is an award-winning artist. She lives with her husband Steve Silk and their son David in Farmington,
Connecticut.

Dave Fearon - David Fearon came to Central Connecticut State University in 1986, serving as Chairman of the Management and Organization Department. He became a tenured Full Professor of Management in 1996. His sustaining research and teaching interest is the value of place in the quality of knowledge created by those performing the customer-focused work of their organizations. This is grounded in career-long study of Organizational Behavior, with degrees from Colby College, Central Michigan University, and the University of Connecticut. He has co-written two books on this subject. Currently, Dr. Fearon is Faculty Sponsor of Central's Travelers EDGE Scholars Program with a deep learning system for managing knowledge gained in the practice at school, work, and in service to home and community. He is a Fellow of the Juran Institute, recognized world-wide groundbreaking ways to manage for quality. The Fearon-Juran Scholarship Fund recognizes the potential of Management students to become carry on the Juran legacy of revolutionizing how work is done. Finally, he is among the founders of reSET, the Connecticut Social Enterprise Trust, serving on its Board of Directors.

Maureen Hart - Maureen Hart, president of Sustainable Measures, is an expert on sustainability assessment and measurement and the author of the Guide to Sustainable Community Indicators. She is a licensed S-CORE assessor and has performed sustainability assessments for hospitals, universities, manufacturers, municipalities, utilities and other for profit and not for profit entities. She also developed the on-line version of this multi-purpose, sustainability assessment tool. She has consulted with businesses and business-related non-profits on sustainable production indicators and has done training on managing for sustainability and how to incorporate sustainability metrics into everyday business practices. Organizations she has worked with include Connecticut Light & Power, Dartmouth College, St. Vincent’s Hospital, the US Environmental Protection Agency, the US Forest Service, City of Santa Monica, Bigelow Tea, and numerous state and local environmental agencies. She has an MS from Tufts University and a BS from MIT.

Charles Herbert - Mr. Herbert joined Bradley, Foster & Sargent as the Director of Sales and Marketing in 2003. He became a Principal of the firm in January, 2008. His responsibilities include developing relationships with prospective clients in our targeted markets, building a network of professional intermediaries to leverage the sales reach of the Company and to increase the visibility of the firm through seminars/events, presentations, marketing materials and the firm’s website. Prior to joining the Company, Mr. Herbert had extensive sales and marketing experience with investment and financial services companies across the country, including Frank Russell Investment Management, Nicholas Applegate Capital Management, and CIGNA Financial Services. He graduated from the Rochester Institute of Technology with a degree in Business Administration and received his MBA from California Lutheran University. He has achieved the designation of Certified Financial Planner - CFP®.

Michael Martone

Marie O'Brien - Marie O’Brien was appointed President of the Connecticut Development Authority in September of 2004. CDA’s mission is to provide debt financing and investment capital to stimulate business growth, create jobs, and support projects that contribute to the state’s economy. O’Brien is the first woman to serve as President of CDA. Before joining CDA, O’Brien served as manager of business development at UTC Power, a unit of United Technologies Corporation that develops and markets distributed power generation products, including fuel cells. Prior to that, O’Brien was UTC Director of State and Local Government Affairs. She directed all advocacy efforts on legislative and policy issues with state and local legislative bodies and business organizations. After completing her bachelor’s degree in chemistry at the University of Connecticut, O’Brien began her career at Pfizer in Groton in Biochemical Pharmacology. She later earned her MBA, also from UConn, and went on to hold positions with StanChem, Inc., the University of Connecticut and the UConn Health Center, and the American Association of University Professors. She is active in community affairs, serving currently on the Board of Directors of Bristol Hospital and on the Board of Trustees of the CT Science Center.

Rebecca Paolino - Rebecca Paolino, Esq. practices law in Hartford, Connecticut. In 2010 Rebecca completed an internship at reSET Social Enterprise Trust, focusing on the legal aspects of social enterprise. She is a member of reSET's legislative action team.

Kelly Ramirez - Kelly Ramirez is the Executive Director for Social Venture Partners Rhode Island (SVPRI). She has more than fifteen years of social enterprise and international development experience, advising NGOs, corporations and governments on civic engagement, sustainability, business development and advocacy. Kelly directed the Social Enterprise Initiative at the William Davidson Institute (WDI) and was an adjunct lecturer in Social Entrepreneurship at the University of Michigan’s Ross School of Business. She has extensive fundraising, consulting and project management experience with organizations including Aid to Artisans, the Ford Foundation, the European Commission, USAID, the State Department, and Roche. She is active as a board member and volunteer with several non-profits. Previously, Kelly worked as a political analyst for the U.S. State Department’s Foreign Service, an election monitor for the OSCE, and served as a Peace Corps volunteer in Slovakia. Kelly received MA Degrees in Public Policy and Urban Planning and a BA in political science from the University of Michigan, where she has also done post-graduate work at the Ross School of Business. She was named a 2011 Woman to Watch by the Providence Business News.

Cary Wheaton - Cary Wheaton is the Executive Director of Billings Forge Community Works, a 501c3 located in Frog Hollow, Hartford aimed at transforming peoples’ lives through job creation, improved housing, farm to table programming and arts and enrichment opportunities. Cary oversees Firebox Restaurant, the Kitchen@Billings Forge, The Studio, The Farmers Market, Garden, and residences. Cary has created and owned five award winning restaurants in Cambridge, Massachusetts. Previously, she oversaw Nuestra Culinary Ventures in Boston, a shared use commercial kitchen which was the home to more than sixty start up food businesses. Cary has a long history of consulting to non profits in small business development and operations; specializing in the culinary field. She has made her home in Connecticut since relocating to assist the Melville Charitable Trust in the opening of their farm to table restaurant, Firebox, in 2006. Both Firebox and the Kitchen at Billings Forge are both social enterprises. The restaurant is a mission related investment of the Melville Charitable Trust, whose mission is to find and fight the causes of homelessness. The Kitchen provides job training for the long term unemployed, health and nutritional cooking programs for the community, and economic vitality to the neighborhood of Frog Hollow.

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Ted Carroll - Ted Carroll is president of Leadership Greater Hartford, a non-profit community leadership training group for people in business, government and non-profit organizations. Prior to joining LGH in 1986, Mr. Carroll served for five years as the executive director of Southend Community Services, a neighborhood social service agency in Hartford.

Jim Carter - James Carter has over 30 years of experience in the real estate business. Currently Mr. Carter is Managing Member of Carter Realty LLC. Previous to Carter Realty, Mr. Carter was Chief Investment Officer of Konover Properties Corporation (2006), with oversight over all investment activity including acquisition and development. Konover Properties, is one of the State’s largest privately held real estate companies with over 75 assets including residential, commercial and hotel assets,. Prior to joining Konover, Mr. Carter was managing principal for five years of Apollo Holdings, a Hartford based real estate development firm. Before forming Apollo Holdings in 2000, Mr. Carter was president of Henderson Investors North America, Inc (HINAI), the North American arm of Henderson Investors, a global money management firm. Prior to Henderson, he served as President of Phoenix Realty Advisors, Inc., the predecessor company to HINAI. HINAI, and (previously Phoenix Realty Advisors) provides real estate money management services to over 40 U.S. pension plans. In addition to Mr. Carter’s role at HINAI, Mr. Carter negotiated, structured and oversaw the corporate investment in two separate real estate operating companies, Phoenix Corporate Services, and Pinnacle Realty Management Inc. Mr. Carter’s overall experience ranges from development, construction management, asset acquisition and investment management.

Mr. Carter has served as a Board member of numerous institutional investment companies and has acted as a Board member to numerous non-profit organizations, such as Connecticut Housing Investment Fund, Capital Housing Finance Corporation, Knox Foundation, Mutual Housing Association and the Social Enterprise Trust. He holds a B.S. degree in Civil Engineering and an MBA degree in Finance.

Michelle Cote - Michelle Cote is the Founding Director of The Purpose Project, an initiative designed to connect different generations of social leaders. In helping these groups come together in dialogue, The Purpose Project’s goal is to create a meaningful exchange of ideas—ideas that inspire action—action that creates impact. Prior to leading The Purpose Project, Michelle managed artisan enterprise development programs in Latin America for nearly five years and has helped emerging female entrepreneurs in Afghanistan develop Business Development/Action Plans, Financial Planners, and Marketing and Promotional materials.

David Garvey - Dr. Garvey is the Director of the University of Connecticut Nonprofit Leadership Program. The program is housed at the Center for Continuing Studies at the University of Connecticut. The mission of the UConn Nonprofit Leadership Program (UConn NLP) is to strengthen the educational, communication and research infrastructure of the Connecticut and American nonprofit sector. Dr. Garvey has twenty years experience as a practitioner, editor, researcher, teacher and education developer focused on the workforce learning needs of the Connecticut and American nonprofit sector. In 2011, the UConn Nonprofit Leadership Program was accepted as a member of the international Nonprofit Academic Centers Council. Garvey is an active member of the Association for Research of Nonprofit Organizations and Voluntary Action (ARNOVA) and is co-founder of the State of Connecticut Nonprofit Sector Symposiums. Prior to joining the University of Connecticut, Garvey founded and was executive editor of the New England Nonprofit Quarterly, now known nationally as the Nonprofit Quarterly. He is the lead author of the Assessment of the Learning Needs of the Connecticut Nonprofit Sector, along with numerous articles on the topic of workforce development and learning needs of the American nonprofit sector. Garvey earned his Ph.D. in Educational Administration from the Neag School of Education at the University of Connecticut, focusing his research on the promising practice dynamics of nonprofit organizational strategic networks. He is a graduate of Harvard’s Management Development Program (MDP), and holds an MBA from Southern Illinois University and a Bachelor degree in English from the University of Rhode Island.

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