Creating, measuring and investing in social change

A not-for-profit event

25 OCT 2010SYDNEY

Inaugural 3 Pillars NetworkSocial Returns Forum

WWW.3PILLARSNETWORK.COM.AU

In association with

8.45 Opening remarks from the chair

Ross Wyatt Associate Director, Net Balance

Ross has over 25 years experience in senior marketing and sustainability roles which has included management of some of Australia�’s highest pro le brands,

and leadership of a major charity organisation, Starlight Children�’s Foundation.

9.00 Opening keynote

Alex McDonald Executive Director, Wise Foundation and Director, Body Shop Australia

Alex is active in assisting the development of small and micro business within Australian and South Paci c communities.

He is former director and CEO of The Big Issue Australia and a former director of the Foundation for Young Australians.

Disruptive innovation* in social enterprise

While gauging return and nding sustainable funding should be crucial elements of any successful social venture strategy, the importance of stepping outside the box cannotbe underestimated. Currently working on the development and management of a range of social businesseswithin Australia, Alex will argue supporters of today�’s social enterprises are hamstrung by conventional funding strategies. Real social change can only be achieved by enabling the bene ciaries and, more importantly, setting them free of traditional constraints.

Followed by questions and answers

9.45 Reconciling fi nancial andsocial returns

Kevin RobbieTeam Leader Social Enterprise DevelopmentSocial Ventures Australia

What do grant-makers, charitable trusts and corporations need to gauge the

impact of the social ventures they support? What methods are available to these organisations to measure the returnon investment and e ciently manage an expandingportfolio of social and environmental services they provide?

10.15 Panel discussionConnecting the head and the heart

Chaired by SVA�’s Kevin Robbie, this session will discuss the challenges presented by measuring social return on investment. Is there a danger of overlooking the more intangible, harder-to-quantify social bene ts �– those that are often exactly the reason why charities exist in the rst place?

Gianni Zappala Executive O cer, Westpac Foundation,Centre for Social Impact

David Brookes Managing Director, Social Traders

Louise Walsh Director, Artsupport Australia

Paul Bird Victorian State Director,Mission Australia

11.00 COFFEE BREAK & NETWORKING

11.30 Social enterprise in action:who is measuring returns and how are they doing it?

The Eaglehawk Recycle ShopA community enterprise providing cheap secondhand materials to Central Victoria, The Eaglehawk Recycle Shop creates jobs by encouraging people to reuse and recycle.In 2006 Eaglehawk commissioned a study to put a numberto its SROI.

Rebecca Dempsey CEO, Future Employment Opportunities Inc

The Fred Hollows Foundation

An international development organisation focusing on blindness prevention and Australian Indigenous health.

Brian Doolan CEO, The Fred Hollows Foundation

Followed by questions and answers

Inaugural 3 Pillars Network Social Returns Forum

WWW.3PILLARSNETWORK.COM.AU

* Disruptive innovation: innovations that improve a product or service in ways that the market does not expect, typically by lowering price or designing for a di erent set of consumers.

12.30 Establishing the business casefor corporate investors

CSR to CSE �– How to move from the obligation of Corporate Social Responsibility to the opportunitiesof Corporate Social Exchange

Mapping and measuring the value exchange between companies and society

London Benchmarking Group (LBG), Social Return on Investment (SROI), Social Impact, CSE �– How to make sense of the tools at your disposal

The holy grail of community investment - Current thinking on measuring the Return on Social Investment (as distinct from the Social Return on Investment)

Ross Wyatt Associate Director, Net Balance

Followed by questions and answers

1.00 LUNCH

Social investing2.00 Afternoon keynote

Glen Saunders Board member and Treasurer of the United Nations PRI, chair of Prometheus Finance, senior adviser to Triodos Bank, chair of the Sustainable Business Network and of Sustainalytics.

Developing opportunities in the Australian social lending sector

Australia and New Zealand have trailed the US, UK and Europe in the development of social enterprise and the social lending and investment needed to provide it with the capital to grow. But this is starting to change and the next couple of years look set to see an exciting development of what has proven a dynamic model elsewhere.

2.45 Panel discussion

Tapping the capital markets

Chaired by Glen Saunders, this session will focus on the most appropriate nancial instruments to drive the development of social enterprise in Australia?

Kylie Charlton Managing Director, Unitus Capital

Peter Ball Business Manager,Foresters Community Finance

Michael Traill CEO, Social Ventures Australia

3.30 AFTERNOON TEA

3.45 Social Enterprise in Action: Funding community projects

Hepburn Wind will be the owner and operator of Australia�’s rst community-owned wind farm, at Leonards Hill, just south of Daylesford Victoria.

Embark is working with local communities aroundAustralia to enable community-ownership of cleanenergy infrastructure.

Simon Holmes a Court Chairman, Hepburn Wind

Mary Dougherty Executive Director, Embark

4.30 ‘Show me the money’

Four social enterprises present their case and discuss the challenges of nding sustainable sources of funding.

Chaired by Jerry Marston, Owner, JJCSR Consultancy

Participants tba

5.45 Wrap up from the chair

6.00 End of forum

Inaugural 3 Pillars Network Social Returns Forum

WWW.3PILLARSNETWORK.COM.AU

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Social Returns Forum Date 25 October 2010Time 8:30am – 6:00pmVenue Westpac Auditorium 275 Kent Street Sydney 2000Phone 02 8253 0923

Inaugural 3 Pillars NetworkSocial Returns Forum

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