TR Proz Productions | Aaron Rosenblatt Photography

52 Pages·2014·5.86 MB·English

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2014 balle conference
pprroossppeerriittyy
prosperity
ffoorr aallll
for all
##bbaallllee22001144 b beeaallooccaallisistt.o.orrgg
#balle2014 bealocalist.org
TR Proz Productions | Aaron Rosenblatt Photography
at a glance agenda
wednesday, june 11th thursday, june 12th thursday, june 12th friday, june 13th
7:00am 7:00am
7:00am-8:15am 7:00am-5:00pm
- 7:00am-9:00am -
BREAKFAST - 1st Floor, Grand Ballroom Living Economies
8:00am 1st FBloRorE, GArKanFdA BSalTlroom 8:00am-9:00Am 7:00am-5:00pm Lounge Open 8:00am
- Intro to BALLE & Localism 3rd Floor -
Living Economies
9:00am 3rd Floor, Banquet Hall Lounge Open 8:30am-10:00am 9:00am
Vision Session Speakers
- 8:00am-12:00pm 9:10am-10:35pm 3rd Floor 1st Floor, Grand Ballroom -
10:00am Living Economy Tour: V1issti oFnlo oSre, sGsriaonnd S Bpaellarokoemrs 10:00am-10:15am NETWORKING BREAK 10:00am
- The Oakland Makers -
10:35am-11:35Am
Movement
11:00am Marketplace of Ideas 10:30am-12:00Pm Themed Sessions Part A 11:00am
1st Floor, Grand Ballroom Ownership - 4th Floor, Red Room
- -
Food - 3rd Floor, Banquet Hall Leadership - 4th Floor, Auditorium
12:00pm 11:3am-1:15pm 11:35am-12:00Pm NETWORKING BREAK 12:15pm – 1:15pm 12:00pm
- 1Lsitv Finlogo Er,c Gonraonmdi eBsa Ellrxopoom 12:00pm-1:15pm BAL1L2E:1 5Lpomc a–l 1E:1c5opnmomy L1U2:N0C0Hpm -1-s1t: 1F5lopomr, Gent1ri2fi:c0a0tiPonm C-1o:n15vpermsation Livi1n2g: 0E0coPnmo-m1:ie15s pEmxpo BLooocka lSisigt nLienagdse brsy -
1:00pm LUNCH -1st Floor, Grand Ballroom Fellowship Lunch & Learn Grand Ballroom Reception Hall 1st Floor, Grand Ballroom 1st Floor, Grand Ballroom 1:00pm
3rd Floor, Banquet Hall
- -
2:00pm 1:30Pm-3:00pm Themed Sessions Part A 12:30pm – 1:15pm 1:30Pm-3:00pm Themed Sessions Part B 2:00pm
Financing - 3rd Floor, Banquet Hall
Lake Merritt Munch & Move Ownership - 4th Floor, Red Room
- 1:00pm-5:00pm Entrepreneurship - 4th Floor, Auditorium -
Meet in Lobby Food - 3rd Floor, Banquet Hall Leadership - 4th Floor, Auditorium
Policy - 4th Floor, Red Room
3:00pm Living Economy Tour: 3:00pm
Oakland Urban 3:00Pm-3:30pm NETWORKING BREAK 12:15pm – 1:15pm 3:00Pm-3:30pm NETWORKING BREAK
- Food Justice Book Signings by -
2:45pm-6:00pm
4:00pm 3:30Pm-5:00pm Themed Sessions Part B Localist Leaders 3:30Pm-5:00pm 4:00pm
Local Economy Financing - 3rd Floor, Banquet Hall 1st Floor, Grand Ballroom
- Leaders Forum Entrepreneurship - 4th Floor, Auditorium Better Together – 1st Floor, Grand Ballroom -
5:00pm 3rd Floor, Banquet Hall Policy - 4th Floor, Red Room 5:00pm
- -
6:00pm 5:00Pm-7:00pm 6:00pm
6:00pm-6:45pm Sponsors Reception NETWORKING BREAK
- -
3rd Floor, Living Economies Lounge 5:30Pm-9:00pm
7:00pm Closing Party at the Impact Hub Oakland 7:00pm
- 2323 Broadway -
8:00pm 7:00pm-10:00pm 8:00pm
7:00Pm-10:00pm
- Opening Session - Welcome Localists! -
Dinner and Party at American Steel Studios
1st Floor, Grand Ballroom
9:00pm 1960 Mandela Pkwy 9:00pm
- -
10:00pm 10:00pm
- 9:00Pm-12:00Am -
10:00pm-12:00am 10:00Pm-12:00Am After-Hours Bar Crawl, Starts at Impact Hub Oakland
11:00pm After-Hours Hangout at The New Parish After-Hours at The Uptown Nightclub 11:00pm
- 579 18th St. 1928 Telegraph Ave -
12:00am 12:00am
1 Get Social. Use #BALLE2014 and #ProsperityForAll and tag @bealocalist on Facebook and Twitter
prosperity for all
wednesday, june 11th thursday, june 12th thursday, june 12th friday, june 13th
7:00am 7:00am
7:00am-8:15am 7:00am-5:00pm
- 7:00am-9:00am -
BREAKFAST - 1st Floor, Grand Ballroom Living Economies
8:00am 1st FBloRorE, GArKanFdA BSalTlroom 8:00am-9:00Am 7:00am-5:00pm Lounge Open 8:00am
- Intro to BALLE & Localism 3rd Floor -
Living Economies
9:00am 3rd Floor, Banquet Hall Lounge Open 8:30am-10:00am 9:00am
Vision Session Speakers
- 8:00am-12:00pm 9:10am-10:35pm 3rd Floor 1st Floor, Grand Ballroom -
10:00am Living Economy Tour: V1issti oFnlo oSre, sGsriaonnd S Bpaellarokoemrs 10:00am-10:15am NETWORKING BREAK 10:00am
- The Oakland Makers -
10:35am-11:35Am
Movement
11:00am Marketplace of Ideas 10:30am-12:00Pm Themed Sessions Part A 11:00am
1st Floor, Grand Ballroom Ownership - 4th Floor, Red Room
- -
Food - 3rd Floor, Banquet Hall Leadership - 4th Floor, Auditorium
12:00pm 11:3am-1:15pm 11:35am-12:00Pm NETWORKING BREAK 12:15pm – 1:15pm 12:00pm
- 1Lsitv Finlogo Er,c Gonraonmdi eBsa Ellrxopoom 12:00pm-1:15pm BAL1L2E:1 5Lpomc a–l 1E:1c5opnmomy L1U2:N0C0Hpm -1-s1t: 1F5lopomr, Gent1ri2fi:c0a0tiPonm C-1o:n15vpermsation Livi1n2g: 0E0coPnmo-m1:ie15s pEmxpo BLooocka lSisigt nLienagdse brsy -
1:00pm LUNCH -1st Floor, Grand Ballroom Fellowship Lunch & Learn Grand Ballroom Reception Hall 1st Floor, Grand Ballroom 1st Floor, Grand Ballroom 1:00pm
3rd Floor, Banquet Hall
- -
2:00pm 1:30Pm-3:00pm Themed Sessions Part A 12:30pm – 1:15pm 1:30Pm-3:00pm Themed Sessions Part B 2:00pm
Financing - 3rd Floor, Banquet Hall
Lake Merritt Munch & Move Ownership - 4th Floor, Red Room
- 1:00pm-5:00pm Entrepreneurship - 4th Floor, Auditorium -
Meet in Lobby Food - 3rd Floor, Banquet Hall Leadership - 4th Floor, Auditorium
Policy - 4th Floor, Red Room
3:00pm Living Economy Tour: 3:00pm
Oakland Urban 3:00Pm-3:30pm NETWORKING BREAK 12:15pm – 1:15pm 3:00Pm-3:30pm NETWORKING BREAK
- Food Justice Book Signings by -
2:45pm-6:00pm
4:00pm 3:30Pm-5:00pm Themed Sessions Part B Localist Leaders 3:30Pm-5:00pm 4:00pm
Local Economy Financing - 3rd Floor, Banquet Hall 1st Floor, Grand Ballroom
- Leaders Forum Entrepreneurship - 4th Floor, Auditorium Better Together – 1st Floor, Grand Ballroom -
5:00pm 3rd Floor, Banquet Hall Policy - 4th Floor, Red Room 5:00pm
- -
6:00pm 5:00Pm-7:00pm 6:00pm
6:00pm-6:45pm Sponsors Reception NETWORKING BREAK
- -
3rd Floor, Living Economies Lounge 5:30Pm-9:00pm
7:00pm Closing Party at the Impact Hub Oakland 7:00pm
- 2323 Broadway -
8:00pm 7:00pm-10:00pm 8:00pm
7:00Pm-10:00pm
- Opening Session - Welcome Localists! -
Dinner and Party at American Steel Studios
1st Floor, Grand Ballroom
9:00pm 1960 Mandela Pkwy 9:00pm
- -
10:00pm 10:00pm
- 9:00Pm-12:00Am -
10:00pm-12:00am 10:00Pm-12:00Am After-Hours Bar Crawl, Starts at Impact Hub Oakland
11:00pm After-Hours Hangout at The New Parish After-Hours at The Uptown Nightclub 11:00pm
- 579 18th St. 1928 Telegraph Ave -
12:00am 12:00am
www.bealocalist.org 2
welcome to oakland!
Balle Team
Christine Ageton Karl Johnson
Senior Director of Manager of Marketing
Fellowship & Alumni and Communications
Koy Hardy
Pamela Chaloult
Fellowship Associate
Chief Operating Officer
Welcome to the 12th Annual BALLE Conference.
The conference theme - Prosperity for All – is both
Leanne Krueger-
core to BALLE’s mission and is demonstrated in Andrew Connor Braneky
countless ways throughout the Oakland community. Program Manager Director of Fellowship
& Alumni
We are proud to host the conference this year with
our local partner the Sustainable Business Alliance,
Mikel Davila
which has deep ties to the Oakland community and Michelle Long
Spreading Solutions
plays a crucial role in promoting locally owned, Executive Director
Associate
independent businesses in the East San Francisco
Bay Area.
Jill Epner Patricia McCarthy
Director of Community Director of Finance and
We look forward to connecting deeply with each
Engagement Administration
of you, highlighting the latest innovations, and
inspiring each other with our successes, challenges,
Anna Ghosh
and the simple reminder that we are so much more Zac Taylor
Director of Marketing
together than we are apart. We’re hella glad you’re Development Associate
and Communications
here.

The BALLE Team
Board of directors
Leslie Christian Treasurer | Leslie E. Christian, LLC
A Very Special Thanks
Alfa Demmellash Rising Tide Capital
...to our incredible partners, Erin Kilmer Neel, and her
Kimber Lanning Secretary | Local First Arizona
team at the Sustainable Business Alliance for your
work and unwavering commitment to serve the East Bay Jamila Payne Vice Chair | Soul Purpose Company
community. You inspire us!
Don Shaffer RSF Social Finance
Thanks also to our fearless intern, Maeve Whalen. judy Wicks Cofounder & Board Chair Emeritus | Author; BALLE Co-Founder
Big love from the entire BALLE team.
Sandy Wiggins Board Chair | Consilience, LLC
3 Get Social. Use #BALLE2014 and #ProsperityForAll and tag @bealocalist on Facebook and Twitter
LOCALIST
Join the
movement
today!
BALLE is a unique learning community comprised of the most innovative local economy leaders across
North America working together to reshape the economy. BALLE members envision a new economy that
is both resilient and inclusive, one that values local opportunity and ownership, the natural world, and
above all else, one where relationships matter most. We know that by connecting leaders, spreading
innovations, and driving investment, we will become a united force for change. We truly are better together.
Want to be a part of this unique group of pioneers who are transforming the economy from the ground up?
Join the BALLE learning community today! www.bealocalist.org/join
Thursday, June 12th | 8:00am - 9:00am
Intro to BALLE and Localism
3rd Floor, Banquet Hall
Your Leadership Fuels the Localist Movement
From Appalachia to Oakland, we’re building a new economy one community, one business and one champi-
on at a time, and we can’t do it without friends like you. Help us equip Localists with the resources they need
to improve their communities through the power of independent, local business. Support BALLE.
Make a tax-deductible donation today at
www.bealocalist.org/donate
BALLE and its members actively promote an environment that is safe, positive, welcoming, caring, respectful and open for all staff,
members and guests. We are each responsible for creating this environment at BALLE gatherings and events.
www.bealocalist.org 4
STAY CONNECTED
INFORMATION AT YOUR FINGERTIPS • Build your own schedule
• Attendee contact information
with our new mobile program
• Bios for all Speakers and Presenters
• Mentor information
• Maps of Oakland
Download instructions
Trobuleshooting? Visit the information booth.
Step 1 Step 2
Download “Guidebook” Download the BALLE
Conference Program
Search the App store
OR scan this QR code: Open “Guidebook”
Redeem code: BALLE2014
OR scan this QR code:
guidebook program
Nature Matters
Our approach to the BALLE Conference is guided by a belief that
all wealth comes from nature. We respect natural boundaries,
and therefore have a commitment to supporting sustainability
throughout the conference, including:
• Carbon offset program;
• Comprehensive recycling and composting options available on-site;
• No bottled water;
• Sourcing of local, organic food wherever possible;
• Hosting a walk-able conference (with public transportation and
shuttle options);
• A partnership with FoodShift to reclaim excess food and redistribute it to
local food assistance agencies in the Bay Area;
• Reuse and recycling of conference signage;
• Program printed on 100% post-consumer waste paper;
5 Get Social. Use #BALLE2014 and #ProsperityForAll and tag @bealocalist on Facebook and Twitter
2014 Balle Conference Agenda
wednesday, june 11th
8:00aM - 12:00PM Living Economies Tour Register & board bus behind Scottish Rite Center
The Oakland Makers Movement: Fabrication, Fashion, Fire, and Furniture
1:00pM - 5:00PM Living Economies Tour Register & board bus behind Scottish Rite Center
Oakland Urban Food Justice: Systems, Security, Access
2:45pM - 6:00PM Local Economy Leaders Forum 3rd Floor, Banquet Hall
6:00pM - 6:45PM sponsors reception 3rd Floor, living economies lounge
7:00pM - 10:00PM opening session 1st floor, grand ballroom
Welcome localists!
A warm welcome and kick off to the Localist event of the year featuring the best of
Oakland: local food, jazz, break dancing, and an artisan expo full of some of
the city’s finest indie makers and merchants.
• Jean Quan, Oakland Mayor
• Corrina Gould, Chochenyo Ohlone community member
• Michelle Long, Executive Director of BALLE, on All Together
10:00PM - 12:00aM after-hours at the new parish 579 18th stREET
Live music by Oakland band, Brasil at this favorite Oakland music venue.
www.bealocalist.org 6
2014 Balle Conference Agenda
thursday, june 12th
• FINANCING RESILIENT LOCAL ECONOMIES
today’s themes
• ECOSYSTEMS FOR COMMUNITY ENTREPRENEURS
• A LOCALIST POLICY AGENDA
7:00AM - 5:00PM Living economies lounge 3rd floor, living economies lounge
Open space to host your own conversation, group or meeting. Pick a time, post information on the
Living Economies Lounge bulletin board in the lobby, and host!
7:00AM - 9:00aM breakfast 1 st floor, grand ballroom

7:00AM - 9:00aM Mentor time
Great time to schedule your one-on-one session with Localist mentors. See page 18
8:00AM - 9:00aM intro to balle AND localism 3rd floor, banquet hall
Are you new to BALLE? First time at the conference? Gain valuable insights
to BALLE and the Localist landscape.
9:10aM - 10:35aM vision session 1st floor, grand ballroom

Visionary speakers and practitioners from the Localist community share pioneering work and
stories from the leading edges: Financing Resilient Local Economies, Ecosystems for Community
Entrepreneurs, and A Localist Policy Agenda.
• Kelly Ryan, Incourage Community Foundation
• James Johnson-Piett, Urbane Development LLC
• Noel Poyo, National Association for Latino Community Asset Builders
10:35aM - 11:35aM marketplace of ideas 1st floor, grand ballroom
Meet the Local Economy Fellows in this fun, fast-paced session, which is sure to give you
many ideas and inspirations to bring home!
7 Get Social. Use #BALLE2014 and #ProsperityForAll and tag @bealocalist on Facebook and Twitter
prosperity for all
11:35aM - 12:00PM networking break
11:35aM - 1:15PM living economies expo 1st floor, grand ballroom
Mix and mingle and check out the products and services from the fantastic BALLE supporters.
11:35aM - 1:15PM mentor time
Great time to schedule your one-on-one session with Localist mentors. See page 18
12:00pM - 1:15PM lunch 1st floor, grand ballroom
regional networking tables 3rd floor, living economies lounge
Place Matters: Connect with other attendees from your region at this informal grab and go lunch.
Grab your lunch first!
12:15pM - 1:15PM balle local economy fellowship 3rd floor, banquet hall
lunch & learn
Do you want to learn more about the only Fellowship program dedicated solely to advancing the
local economy movement? Come meet a few of our Fellows and learn about this hallmark program.
Grab your lunch and head up to join us.
book signings: localist authors bookstore, 1st floor, grand ballroom
• Judy Wicks, Good Morning, Beautiful Business
• Vicki Robin, Blessing the Hands that Feed Us
12:30pM - 1:15PM munch & move meet in lobby, walk around lake merritt
hosted with kaiser permanente
Get some exercise and space to integrate all that you’re learning and connect with your peers on an
informal walk around the neighborhood. Guide map, produced by Kaiser Permanente, available at
the information table.
www.bealocalist.org 8
2014 Balle Conference Agenda
thursday, june 12th
cont.
1:30pM - 3:00PM themed sessions, part a
Financing Resilient Local Economies 3rd Floor, Banquet Hall
F
Conversation hosted by RSF Social Finance and Solidago Foundation
A growing number of investors and lenders are considering local options. With a new generation of local
financial institutions and supportive public policies, literally trillions of dollars could move from Wall Street to Main Street,
creating millions of new jobs and helping to build vibrant local economies. What are the most promising new models to
connect local businesses with local lenders, investors, and donors to speed and scale entrepreneurial impact? How can
place-based impact investing coupled with philanthropy transform communities? Engage with the pioneers who are taking
socially responsible investment from 1.0 to 2.0.
facilitators presenters
• Mark Nicolson, Ventana • Leslie Christian, CFA, Leslie E Christian LLC
• Catherine Covington, RSF Social Finance • Sallie Calhoun, Paicines Ranch
• Kristen Hull, Nia Community Fund • Mickki Langston, Mile High Business Alliance
• Maureen Cureton, Vancity Credit Union
Ecosystems for Community Entrepreneurs 4th floor, auditorium
E
Conversation hosted by Kaiser Permanente
Community entrepreneurship, with its commitment to place-based supply chains, opportunity, and environmental
innovation, is contributing solutions to many economic, social and environmental challenges. But how is operating this kind
of enterprise different than running a traditional business? How can nonprofits, governments, businesses, and the public
be brought together to create collective impact for thriving community entrepreneurship? Dive into the unique challenges
these entrepreneurs face and the cross-setor coordination that can strengthen the ecosystem for these entrepreneurs.
facilitators
• Tim Crosby, Slow Money Northwest
• Michelle Long, BALLE • Tommy Smith, Kaiser Permanente
• Elissa Hillary, Local First West Michigan • Jamie Gauthier, Sustainable Business Network of Greater
presenters Philadelphia
• Carmen Rojas, Living Cities • Ramon Leon, Latino Economic Development Center
• Derek Long, Sustainable Connections
9 Get Social. Use #BALLE2014 and #ProsperityForAll and tag @bealocalist on Facebook and Twitter