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2016 PMBA Annual Conference Education


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Conference Program
 

TUESDAY, MAY 31

12:00 pm-6:00 pmRegistration Open
1:00 pm-5:30 pmPre-Conference Workshop
   

Completing the SAS and SABS

All CPB-qualified public TV and radio grantees must complete the annual Station Activities Survey (SAS) and TV grantees must also complete the annual Station Activities Benchmarking Study (SABS). This workshop examines each of the SAS and SABS reports and will discuss the financial and non-financial information that needs to be reported. The workshop focuses first on SAS and then shifts to SABS covering data collection, consolidation, error checking, available tools, help desk support and how to submit the surveys. Throughout the workshop instructors will briefly share with the attendees the CPB survey reporting tool. Those involved with collecting, entering, or reporting survey information are encouraged to attend this workshop.

 

Content Leaders

Damon Frazier, CPB Consultant – BI Solutions
Tareq Siblini, Financial Analyst – CPB
Kevin Thompson, CPB Consultant – BI Solutions

 

Presentation Materials

Completing the SAS and SABS Powerpoint




WEDNESDAY, JUNE 1

7:00 am-5:00 pmRegistration Open
7:30 am-12:00 pmPre-Conference Workshop
   

Completing CPB's Annual Financial Report

This workshop is designed to discuss and illustrate various aspects of financial reporting to the Corporation for Public Broadcasting by Community Service Grant recipients who use the Annual Financial Report (AFR) or the Financial Summary Report (FSR).

 

Content Leaders
Katherine Arno, Director, TV CSG Policy & Review – CPB
Greg Schnirring, Vice President, Station Grants and TV Station Initiatives – CPB
Biniam Debebe, Senior Financial Review Specialist – CPB
Ken Goulet, Senior Financial Review Specialist – CPB

 

Presentation Materials

Completing CPB's Annual Financial Report Powerpoint

12:00 pm-1:00 pmLunch on your own
1:00 pm-2:15 pmOpening Keynote
2:15 pm-2:30 pmNetworking Break with Sponsors
2:30 pm-3:45 pmConcurrent Sessions
   

State of the System
The purpose of this session is to review the Corporation for Public Broadcasting’s latest public media financial and operational data and share information that highlights performances, trends, and findings.

 

Content Leaders
Ted Krichels, Sr. Vice President, System Development and Media Strategy – CPB
Moustapha Abdul, Director of Station Analysis – CPB

 

Presentation Materials

State of the System Powerpoint

 

Target Audience: This session is for anyone who works at a station or within the public media system.
Track: Public Media Landscape

 

Life After the Spectrum Auction
The FCC’s Incentive Spectrum Auction could change the landscape of television broadcasting, including public television. Stations will be changing bands voluntarily, changing channels involuntarily, sharing channels and even going off the air. This session will review the possibilities and the possible effects on individual stations and their changing landscape. Licensees may get rich or may be left by the wayside; perceptions of members, donors, and legislators may change; and financial models may reset. Attendees will discuss all topics auction-related, except (per the FCC’s anti-collusion rule) any individual licensee’s bids and bidding strategies.

 

Content Leader
Lawrence Miller, Attorney – Schwartz, Woods & Miller

 

Target Audience: Television & Joint Licensees
Track: Public Media Landscape

 

Presentation Materials

Life After the Spectrum Auction Powerpoint

 

Maximizing the Potential of Development in Your Station’s Financial Strategy
Public media is fertile ground for philanthropy, specifically major and planned gifts. Yet, the perceived time and cost investments tend to create major roadblocks for a great number of stations. By attending this session, attendees will learn how other stations have successfully integrated philanthropy into their resource development plans and all within budget. This session will also provide simple tips and industry standards for measuring fundraising progress both during the initial stages and beyond. By knowing what success looks like at the outset, your station will be better prepared to invest in building philanthropy and financial health for the long-term.

 

Content Leaders
Tia Graham, Senior Director, Philanthropy – PBS
Rob Hilbert, Vice President – Iowa Public Television Foundation
Lee Weinel, Chief Financial Officer – CET/ThinkTV

 

Presentation Materials

Maximizing Development Powerpoint

CET Investment Policy

GAP IPTV 2015

 

Target Audience: CFOs, Directors of Finance and Accounting
Track: Strategic Solutions

3:45 pm-4:00 pmNetworking Break with Sponsors
4:00 pm-5:15 pmConcurrent Sessions
   

Fraud Awareness, Detection, and Deterrence
Fraud is as much of a threat to the non-profit world as it is to for-profit entities. Become aware of the fraud threat to your organization and learn ways to detect it and methods to deter it.

 

Content Leaders
Mary Mitchelson, Inspector General – CPB
Bill Richardson, Deputy Inspector General and Director of Audits – CPB
Helen Mollick, Counsel to the IG and Assistant IG for Investigations – CPB

 

Target Audience: Individuals with compliance and management responsibilities.
Track: Business & Station Operations

 

Presentation Materials

Fraud Awareness Powerpoint

 

When Licensees Divest Their Public Stations: Real World Experiences
An increasing number of long-time public broadcasting licensees are spinning off their public stations – sometimes with shockingly little advance notice. Learn about the dynamics and motivations of these spinoffs and how to start immunizing your station from the unexpected loss of your licensee. Attendees will hear about key survival strategies from a panel of station managers who have endured both planned and abrupt licensee changes. Learn key survival strategies from a panel of experts on enduring (and surviving)  both planned and abrupt licensee changes. The panel will be moderated by Washington, DC Public media attorney Ernie Sanchez who has advised stations in some of the most successful high profile spin offs. Audience Q & A will follow the discussion.

 

Content Leaders
Ernest Sanchez, Communications Attorney – The Sanchez Law Firm
Craig Beeby, Executive Director – University Station Alliance
Wallace Smith, President – Peconic Public Radio

Target Audience: Senior Station Management
Track: Strategic Solutions

 

Presentation Materials

Hadnout 1: Planning the Non-Commercial License Transfer

 

Financing for Public Broadcasters
Public broadcasters increasingly need access to borrowed funds to finance a wide range of activities and opportunities – station and translator acquisitions, new buildings, towers and studios, working capital, and moving forward, to fund capital needs associated with the FCC-mandated TV spectrum “repack,” and also technical upgrade costs to prepare for ATSC 3.0.  This session will provide an overview of the primary financing sources available to public broadcasters including: tax-exempt bond financing, traditional bank loans, university loans, revolving lines of credit, and program-related investments. These financing options will be discussed on a comparative basis looking at typical terms, risks, benefits, and costs using real-world examples to help illustrate their applications within the public broadcasting system. The session will also outline the steps involved in moving a financing project from planning to completion.

 

Content Leader
Erik Langner, Managing Director – Public Media Company
Esperanza Flury, Assistant General Manager & CFO, WXPN

 

Track: Strategic Solutions

 

Presentation Materials

Financing for Public Broadcasters Powerpoint

Resource 1: Overview of the Business Modeling Process

 
5:15 pm-5:30 pmNewcomers Sessions
   The Newcomers Session offers first- or second-time attendees to the Annual Conference the opportunity to meet members from the PMBA Board of Directors as well as others who are new to the Annual Conference. Board members will share advice on various conference activities and on how to take full advantage of your conference experience. At the conclusion of the session Board members and newcomers will join the Welcome Reception.
5:15 pm-6:30 pm

Welcome Reception with Sponsors and Underwriters

Sponsored by PBS

   Welcome to the PMBA Annual Conference. Kick off your PMBA Annual Conference Experience at the Welcome Reception. Enjoy food and drinks and access to conference sponsors and underwriters as you network with new friends and catch up with industry colleagues.
7:00 pm-9:00 pmNew Orleans Bus Tour (Pre-registration required. Additional fee applies.)
   

City sightseeing in New Orleans is the most entertaining, informative and flexible tour you can find in New Orleans. The premium 2-hour tour route includes the French Quarter, the Central Business District, and the Garden District. These double-decker buses are open-top with canopies offering shade to most of the top deck.

Pre-Registration Required.

8:00 pm-10:00 pmNew Orleans Night Walking Tour (Pre-registration required. Additional fee applies.)
   

Escape into the past as our offbeat licensed guides provide you with an eerie yet fun-filled adventure. You'll visit sites of documented hauntings taken from police records, city archives, and professional paranormal investigations. Ghosts and phantoms still haunt the legendary Vieux Carre. Participants will even visit a haunted bar along the way!

Pre-Registration Required.

 


THURSDAY, JUNE 2

7:30 am-5:00 pmRegistration Open
7:30 am-8:45 amContinental Breakfast
8:45 am-10:00 amConcurrent Sessions
   

CPB Update
CPB staff welcomes your questions and feedback at this session – designed to be an interactive conversation. Attendees will hear a brief update on the latest CPB news and information of interest to Community Service Grant recipients and others who work in the public media system, but most of the session’s time is devoted to hearing from attendees.

 

Content Leaders
Ted Krichels, Sr. Vice President, System Development and Media Strategy – CPB
Greg Schnirring, Vice President, Station Grants and TV Station Initiatives – CPB

 

Target Audience: Recipients of CPB’s Community Service Grants and others who work in the public media system.
Track: Public Media Landscape

 

Forget the labels – Moving Beyond the Generational Stereotypes
Have you ever taken a skills test to find out your "real" generation – only to find out it's not your own? You're not alone. We'll move past the Boomer, Xer, Millennial labels to find similarities in work motivation and life stages that transcend generations – and how best to use those common traits to build a top-performing team. We'll share stories, learn management and motivational tips and discover how to build a true multi-generational and highly functioning team.

 

Content Leader
JC Patrick, Principal – JC Patrick Consulting

 

Target Audience: Designed to assist and inspire new public media managers and to refresh and stimulate veteran managers.

Track: Strategic Solutions

 

Presentation Materials

Forget the Labels Powerpoint

 

Five Successful Collaborations: What they Did. How They Succeeded (Deep Dive Session)

There is growing consensus that public broadcasting has to change. Stations must "be more local." We need more service and less overhead, more sustainable revenue, less duplication. But that general agreement runs unravels whenever we get specific and ask: How could those two or three stations actually work together? Suddenly, the differences expand while the common interests dissolve. Yet more often than we recognize, stations take that plunge – and succeed. This session will examine five "collaborations that worked" in states ranging from Alaska to New England. We'll look at motivations and process and draw on original research and discussions with people who facilitated the negotiations and CEOs who "walked the walk." In a nod to CFO's, we'll ask: how did their operating results change? As we do that, we'll identify KPIs that we used – and you can use – to determine if the reorganization is successful.

 

This session runs from 8:45 am – 11:45am.

 

Content Leaders
Mark Fuerst, Director – Public Media Futures Forum
Richard Tait, President – R.H. Tait Associates

 

Target Audience: Senior station executives, especially CEOs and CFOs, who are responsible for strategic planning.
Track: Strategic Solutions

 

Presentation Materials

Five Successful Collaborations Powerpoint

Resource 1: Ideastream, Cleveland

Resource 2: EarthFix – Collaboration Summary

Resource 3: Louisville Public Media Collaboration Summary

Resource 4: An Analysis of the NHPTV-WGBH Collaboration

Resouce 5: Public Media Connect: the merger of CET and ThinkTV

 

10:00 am-10:30 amNetworking Break with Sponsors
10:30 am-11:45 amConcurrent Sessions
   

Ch-ch-ch-ch-changes: Ownership reports/Radio Public File
In January, the FCC adopted new Ownership Report procedures for all public broadcast licensees and a new online public file system for public radio licensees. Among other things, Ownership Reports will now be filed by all broadcasters by the same date every two years and will require governing Board members to disclose their social security numbers in order to be assigned an FCC identifying number. In addition, public radio files will be moving online with implications for joint and radio-only licensees. This session will review the substance, timing, and import of the new rules.

 

Content Leaders
Melodie Virtual, Attorney – Garvey SchubertBarer
Lawrence Miller, Attorney – Schwartz, Woods & Miller

 

Target Audience: Those responsible for or involved in preparation of FCC Ownership Reports; managers who work with governing boards that may be sensitive about disclosing social security numbers; staff involved in maintaining a radio station public inspection file.
Track: Business & Station Operations

 

Presentation Materials

Ch-ch-ch-ch-Changes Powerpoint

Handout 1: FCC Adopts New Noncommercial Broadcast Ownership Reporting Procedures

Handout 2: FCC Begins Move of Radio Public Files Online 

Handout 3: Online Public File Requirements for TV Stations

Handout 4: Online Public File Requirements for Radio Stations

Handout 5: Changes to Biennial Ownership Report

 

Strategies to Build Capability and Capacity for Your Station
The old rules of fundraising are dying. The digital evolution is changing the public media landscape and how stations raise money. Raising money is no longer just the responsibility of the development officer or director. Development professionals must partner with their financial leadership, human resources and creative and content-focused departments. Learn about new fundraising approaches and the impact they will have on your business and strategies and how to evolve your station’s approach to be successful.

 

Content Leaders
Betsy Gerdeman, Vice President, Development Services – PBS

Kevin Martin, Chief Operating Officer/Senior Vice-President – KQED

 

Target Audience: Station finance and business professionals, human resources professionals

Track: Strategic Solutions

 

Presentation Materials

Strategies to Build Capability and Capacity for Your Station Powerpoint

 

Five Successful Collaborations: What they Did. How They Succeeded (Deep Dive)
See description above.

 

Content Leaders
Mark Fuerst, Director – Public Media Futures Forum
Richard Tait, President – R.H. Tait Associates

 

Target Audience: Senior station executives, especially CEOs and CFOs, who are responsible for strategic planning.
Track: Strategic Solutions

12:00 pm-1:15 pmKeynote Luncheon
Sponsored by the Corporation for Public Broadcasting
1:30 pm-2:45 pmConcurrent Sessions
   

Communications Act Requirements and Trends in CSG Audits
This session will review provisions in the Communications Act and provide an overview of trends found in auditing CSG recipients non-compliance with the Communications Act as well as with reporting non-Federal financial support (NFFS).

 

Content Leaders
Jackie Livesay, Assistant General Counsel & Vice President, Compliance – CPB
Bill Richardson, Deputy Inspector General and Senior Director of Audit – CPB

 

Target Audience: All recipients of CPB’s Community Service Grant.
Track: Business & Station Operations

 

Presentation Materials

Communications Act Requirements and Trends in CSG Audits Powerpoint

 

Leverage Risk Assessments to Strengthen Your Business Planning
Stations that conduct risk assessments can lay the groundwork for a successful business and financial planning process. By identifying risks on the short-term and long-term horizon, stations can use the findings to build and refine their strategic plan, make a mitigation plan and create a budget that anticipates strategic investments or mitigation costs. Identified risks can sometimes turn into strategic opportunities for your business. This session will teach you how to conduct a successful risk assessment.

 

Content Leaders

Barbara Landes, Chief Financial Officer, Treasurer, and Senior Vice President, Corporate Services – PBS
Puja Bansal, Senior Director, Internal Audit – PBS
Ron Hetrick, Senior Vice President for Finance & Administration – WITF
Vince Petronzio, Associate General Manager, Business & Financial Affairs – KPBS

 

Presentation Materials

Leverage Risk Assessments Powerpoint

Resource 1: RISK CATALOG (FY 17)

Resource 2: Resource PBS Rank Rate survey format

Resource 3: Resource calculator survey, raw data

Resource 4: Resource example, risk assessment 

Resource 5: Resource presentation template - Risk and Mitigation 

Resource 6: Resource template for capturing FY 2017

Resource 7: Resource, Business Continuity Plan

Resource 8: Resource, Business Emergency Plan

Resource 9: Resource, Key Observations

 

Target Audience: Those involved in budgeting, risk assessment and/or strategic planning for an organization.
Track: Strategic Solutions

 

TV Station Repacking (Part II)
This session will follow up on last year's session about TV repacking and the timing and steps of the TV repacking process.

 

Content Leaders
Meg Miller, Partner – Gray Miller Persh LLP

 

Target Audience: TV Station CFOs and GMs.
Track: Public Media Landscape

 

Presentation Materials

TV Station Repacking Powerpoint

2:45 pm-3:15 pmNetworking Break with Sponsors
3:15 pm-4:30 pmConcurrent Sessions
   

CSG 101: Understanding TV and Radio Community Service Grants
This session provides the latest information about CPB’s TV and Radio Community Service Grants programs and an overview of CPB’s annual grant-making process and timeline.

 

Content Leaders
Kate Arno, Director, TV CSG Policy & Review – CPB
Greg Schnirring, Vice President, Station Grants and TV Station Initiatives – CPB
Andrew Charnik, Director of Radio CSG Policy & Administration – CPB

 

Presentation Materials

CSG 101 Powerpoint

 

Target Audience: This session is for recipients of CPB’s Community Service Grants.
Track: Business & Station Operations

 

Community Engagement is a Business Decision
What happens when a public media station engages with a community – not necessarily its core audience – to help inform, steer and develop its content? This is the question Capital Public Radio explored over the past two years with great success. This session will discuss the transformative influence and impact of community engagement on CapRadio's audience and on the station itself.

 

Content Leaders
jesikah maria ross, Senior Community Engagement Specialist – Capital Public Radio
Jun Reina, COO/CFO – Capital Public Radio

 

Community Engagement is a Business Decision Powerpoint

 

Target Audience: All licensees.
Track: Strategic Solutions

 

Creating a Culture of Innovation Through Operational Alignment: Lessons From the Front Lines
Beyond models, concepts and theories, hear what KQED is learning as it implements and establishes a culture of innovation through operational alignment. Who should drive the process once the consultant has left the building? What happens when “change” becomes real work? How important are short-term wins versus long-term substantial changes? At last year’s PMBA Annual Conference, KQED reported on the successful outcomes of a process to create operational alignment across internal functions including HR, Finance, Legal, Facilities, and IT. Hear directly from KQED about what they’ve learned one year after implementation. Their notes from the front lines are a candid look at KQED’s successes, failures and compromises on the road of cultural change.

 

Content Leaders
Jason Brenneman-Black, Chief of Staff – KQED
Kevin Martin, Chief Operating Officer/Senior Vice-President – KQED

 

Target Audience: Financial and administrative managers
Track: Business & Station Operations

 

Presentation Materials

Creating a Culture of Innovation Powerpoint 

4:45 pm-5:45 pmMembership Meeting & Drawing for Complimentary Registration to 2017 Annual Conference
   All members are invited to participate in the annual business meeting, which includes announcement of the results from the 2016 Board of Directors Elections and Appointments and a review of PMBA activities from the past year. This will be you opportunity to provide feedback. All conference attendees are eligible to participate in a drawing for a complimentary registration to the 2017 PMBA Annual Conference (must be present to win)
5:45pm  Open Evening
6:30 pm- Dine Arounds led by PMBA Board Members (Advanced Sign-Ups Required)
   Join members from PMBA's Board Members for dine-arounds featuring New Orleans restaurants. Board Members will facilitate small dinner groups on at a variety of restaurants in the nearby area. Advanced sign-ups will be required and available at the registration desk. These dinners will be at your own expense; we recommend bringing cash.



FRIDAY, JUNE 3

8:00 am-11:30 amRegistration Open
8:00 am-8:45 amContinental Breakfast
8:45 am-10:00 amConcurrent Sessions
   

Addressing the Challenges and Opportunities of Capital Equipment Funding at Our Stations
In response to a PMBA survey conducted in November 2014, members indicated Capital Equipment Funding was important to the success and sustainability of their stations. As a result of this feedback, PMBA’s Strategic & Business Planning Committee began an initiative to provide information and a set of collective best practices for stations. In this session, we will review how other stations plan for their capital equipment needs, examine funding options, and review alternatives for leveraging resources. This session will share lessons learned and common practices from the Capital Equipment Funding webinar series conducted this past spring.

 

Content Leaders
Ron Hetrick, Senior Vice President for Finance & Administration – WITF

Vince Petronzio, Associate General Manager, Business & Financial Affairs – KPBS

Scott McPherson, Vice President for Operations and Finance – New Hampshire Public Radio

 

Presentation Materials

Addresssing the Challenges Powerpoint

Capital Equipment Funding Webinar Series

 

Target Audience: Those involved in the planning, managing, or execution of a station’s capital equipment.
Track: Business & Station Operations

 

Finding new Revenue: Lessons from the Digital Engagement Council
The station-led Digital Engagement Council (DEC), CDP and Greater Public are all working together to jump-start innovative approaches to digital engagement around the system. What key takeaways have been gleaned from testing at local stations and what does this tell us about the future of digital fundraising? We'll hear about the results that local stations are seeing and possibilities for expansion and replication across the system.

 

Content Leaders
Jennifer Strachan, Public Media Consultant – Strachan Media Consulting

 

Target Audience: All licensees, as this is new information, it has broad implications across stations.
Track: Strategic Solutions

 

Presentation Materials

Finding New Revenue Powerpoint

 

The Future is Here: Identify and Develop Next Generation Leaders
The next generation of public media leaders is already working at your station. Who are they and how can you identify them? How do you keep them at your station, engaged in the work and mission and prepare them for the next steps in their career? Join this highly interactive session to identify pathways and discuss solutions that will help you create the internal conditions necessary to support and develop your talent pipeline.

 

Content Leaders
Vibha Jain Miller, Vice President, Human Resources – WETA
Carol Sober, Director, Professional Development – PBS

 

Target Audience: Station leadership, human resources managers, team managers
Track: Strategic Solutions

 

Presentation Materials

The Future is Here Powerpoint

Resources:

Infographic

Corporate Leadership Council’s 2012 High Potential and Top Talent Survey

BUILDING MANAGER AWARENESS ABOUT HIPOs

ENABLE MANAGERS TO ACT ON RETENTION CONCERNS

10:00 am-10:15 amNetworking Break with Sponsors
10:15 am-11:30 amClosing Keynote
11:30 am  Conference Concludes

 

Current as of 6/6/2016.