2018 Shared Insight Gathering

Information for Grantees

May 21-23, 2018
Royal Sonesta Houston Galleria
2222 West Loop South
Houston, TX 77027

What to Expect

This will be our largest gathering to date with representatives from 160 nonprofit partners and 30 funding organizations committed to using feedback loops to better serve those we seek to help. Among the attendees will be organizations that employ feedback loops, are on the front lines of feedback research, or provide funding to help make this work possible.

Expect to learn from your peers, be inspired, and get to know your fellow feedback practitioners and funders from around the country.

Expect to be energized and challenged by our featured presenters Bryan Stevenson, founder and executive director of the Equal Justice Initiative, Sarah Jones, Tony Award-winning playwright and performer, and Adrienne Boissy, chief experience officer at the Cleveland Clinic.

Expect to hear directly from beneficiaries demonstrating how the very act of asking for and listening to feedback empowers individuals and changes organizations.

Expect to enjoy great food and the hospitality of the City of Houston.

We look forward to seeing you at the 2018 Shared Insight Gathering! If you have any questions, please do not hesitate to contact Michelle Mengel at michelle@fundforsharedinsight.org.

Please click the button below to view the full list of attendees as a pdf. An interactive list is also available on the Whova App.

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Summary Agenda

Click on a date below to see a preview of the day’s agenda. To get the entire agenda — with information on speakers, room locations, and other details — please download Whova, our event app. Easy instructions on how to do so can be found below in our Event App section. We encourage you to download Whova for the best (most updated, comprehensive, and interactive) conference experience, but you can also view Whova’s schedule and speaker pages by clicking on the links.

MONDAY - May 21, 2018

12:00pm – 4:00pm Registration

4:00pm – 6:00pm  Opening Plenary

  • Welcome and Shared Insight Overview, Melinda Tuan (managing director, Fund for Shared Insight) and Lindsay Louie (Hewlett Foundation)
  • Panel: “The Transformative Power of Feedback,” facilitated by Lissette Rodriguez (Edna McConnell Clark Foundation), and featuring Jo Carcedo (Episcopal Health Foundation), Cathy Moore (executive director, ECHOS), Angie Ochoa (case manager/navigator/translator, ECHOS), and three ECHOS clients, Dora Equia, Paula John, and Louis Ramirez

6:00pm – 7:00pm  Dinner

7:00pm – 8:00pm  Evening Plenary with Bryan Stevenson (founder and executive director, Equal Justice Initiative)

TUESDAY - May 22, 2018

7:30am – 8:30am  Breakfast and Networking

8:30am – 9:45am  Opening Plenary

  • Listen for Good data analysis and learnings to date, Valerie Threlfall (project lead, Listen for Good)
  • Inspirational “Short Talks” from L4G participants, Alexa Cares (feedback manager, Nurse-Family Partnership) and Frances Isbell (CEO, Healthcare for the Homeless – Houston)

9:45am – 10:15am  Break

10:15am – 11:30am  Breakout Sessions

  • For Funders: Learning from the People We Seek to Help
  • Nuts and Bolts: How to Implement High-Quality Data Collection Plans
  • Feedback: It’s a Team Sport, Strategies for Engaging Colleagues and Clients
  • Quantitative Data: How to Analyze Survey Feedback for Maximum Insights
  • It Has to Change You: Using Feedback to Drive Organizational Improvement
  • Bringing It All Back Home: How to Close the Loop with Your Clients
  • The Road Ahead: Sustaining and Integrating Feedback Into Performance Measurement
  • Qualitative Data: Making Sense of Open-Ended Survey Responses

11:30am – 12:30pm  Networking Lunch

12:30pm – 1:30pm  Lunch Plenary
Seeing and Being Seen: A Call for Meaningful Connections, Effective Communication, and Empathy, a conversation between Fay Twersky (Hewlett Foundation) and Adrienne Boissy (CEO, Cleveland Clinic Health System)

1:30pm – 2:45pm  Breakout Sessions

  • For Funders: Does Feedback Have the Potential to Influence Your Foundation?
  • For Field-Building Grantees: Building a Feedback Movement
  • For Listen for Good Grantees: Lightning Round with your TA Provider

2:45pm – 3:15pm  Break

3:15pm – 4:30pm  Afternoon Plenary
Equity, Diversity, Inclusion: What’s Feedback Got to Do with It?
 Moderated by Kelley Gulley (senior program officer, The James Irvine Foundation) and featuring Valerie Threlfall (project lead, Listen for Good)

4:30pm – 6:00pm Exercise/Nap/Rejuvenate Break

6:00pm – 7:30pm  Dinner Reception

7:30pm – 9:00pm  Evening Plenary with Tony Award-winning playwright and performer Sarah Jones

WEDNESDAY - May 23, 2018

7:30am – 8:30am  Breakfast

8:30am – 9:00am  Opening Plenary with Melinda Tuan (managing director, Fund for Shared Insight)

9:00am – 10:15am  Breakout Sessions

  • Fighting Hunger with Feedback: How Client Input Has Transformed Two Food Bank Communities
  • The James Irvine Foundation Listening Project
  • Habitat for Humanity International: Lifting and Sustaining Community Voice
  • How to Influence Foundations and Nonprofits through Feedback
  • Lightning Rounds by Issue Area with Listen for Good TA Providers

10:15am – 10:45am  Break

10:45am – Noon  Closing Plenary
Panel discussion facilitated by Fay Twersky (Hewlett Foundation), and featuring Katie Midgley (Plough Foundation), Chris Watler (Center for Employment Opportunities), and Shannon Revels (former client, Center for Employment Opportunities)

Lodging, Meals, and Dress Code


Fund for Shared Insight will cover the cost of lodging for two people from each organization for the nights of Monday, May 21 and Tuesday, May 22. Please indicate the specific nights you plan to stay when you register. Once you register, you will be automatically added to the room list – there is nothing further you need to do to secure your hotel room. Please watch your email for hotel reservation information closer to the event. If you would like to extend your stay at the hotel, please contact Michelle Mengel. The hotel is offering our group rate three days before and three days after the event, pending availability.

Please be aware that while Shared Insight is paying for your stay, when you check in, the hotels will ask for a credit card to cover personal expenses you might incur. Also, if you are staying at the Hilton Post Oak, please leave time, when scheduling your day, for the short walk to the Royal Sonesta Hotel Houston, where the Gathering is being held. Lastly, both hotels have extended us the courtesy of late checkout on Wednesday, May 23, so you can check out following the 12 PM conclusion of the meeting.

Our primary hotel is:

2222 West Loop South
Houston, TX 77027

Overflow hotel:

(0.2 miles from the Sonesta Hotel)
2001 Post Oak Boulevard
Houston, TX 77056



We will provide all meals at the Gathering. For meal expenses incurred while traveling to and from the Gathering, we will reimburse up to $100 per person in total.                                        



Casual attire


Travel Information


Fund for Shared Insight will cover your airline ticket. All air travel must be booked through our travel agent, Laura Pfahler. To secure your ticket, please contact Laura at llp@wtpdx.com or (503) 434-6401 and indicate your travel dates and city of origin. We will cover baggage fees, WiFi, and extra legroom upgrades, as needed. All costs will be charged to a master bill, so you will not need to use your own funds to purchase a ticket.

Please plan to arrive on Monday, May 21, 2018, prior to 4:00 pm (CT), as we will start the Gathering promptly at 4:00 pm. The conference ends at noon on Wednesday, May 23, 2018. Please feel free to indicate to Laura which flight arrangements are most convenient for you. You are welcome to request Laura book you a flight that allows you to include additional time while in Houston.

The two primary airports serving Houston are:

  • George Bush Intercontinental Airport (27 miles from the Sonesta Hotel)
  • William B. Hobby Airport (19 miles from the Sonesta Hotel)

We ask that you contact Laura and begin reserving flights as soon as possible to ensure availability.



We will cover reasonable transportation costs to and from your home to the airport. This includes parking, public transportation, taxi or other car services, such as Uber and Lyft, and personal vehicle mileage at 54.5 cents per mile. For those in the Houston area, we will cover the cost of taxi (or other car services) or vehicle mileage to and from the hotel.

Shuttle Service from Houston’s Airports to Hotels

Shared Insight will offer shuttle service from both Houston airports (Hobby and Bush) to both hotels (the Sonesta and the Hilton) on Monday, May 21. If you arrive at Hobby Airport, please go to the information booth where a greeter with a “Fund for Shared Insight” sign will direct you to the shuttle. If you arrive at Bush Airport, please meet the Fund for Shared Insight greeter at the bottom of the escalator taking you to Terminal C baggage claim. The greeter will direct you to the shuttle.

At the conclusion of the Gathering on Wednesday, May 23, shuttle service back to both airports from both hotels will be provided.

If you are arriving or departing on days other than when shuttle service will be provided, you may use a taxi/Uber/Lyft and submit for reimbursement. To help keep costs down, we ask that you carpool when possible. (Please note you will not be reimbursed for such travel on the days shuttles are provided.)

How to Submit Expenses for Reimbursement 

Once the Gathering is over, you are welcome to submit your expenses for reimbursement. Please follow these steps (which are also available for download in PDF format):


List your expenses on this Expense Form.

Download excel file

Please use the “Submitted by” and “Payee” boxes to clarify to whom the reimbursement check should be made out (an individual or an organization), and complete the following for each expense:

  • Receipt # (Number receipts and combine them in order as a PDF.)
  • Date of expense
  • Purpose and Description (For example, “taxi to airport.”)
  • Amount of each expense (Total amount will auto populate.)


Provide a receipt for each expense.

  • The 2018 mileage reimbursement rate set by the IRS is 54.5 cents per mile. When requesting mileage reimbursement, be sure to note the mileage amount in the description field and include a copy of driving directions from Google Maps or a similar site in your receipts.
  • Credit card statements will not be accepted as receipts.


If the recipient is a new payee or has a new mailing address, enter the address and provide a completed W9 form.

Download a blank W9 form


Email your signed W9 Form, PDF receipts, and the excel version of the Expense Form to Michelle Mengel at Michelle@fundforsharedinsight.org.

After you send, assuming all information is approved, you should receive a reimbursement check in the mail from Rockefeller Philanthropy Advisors (our fiscal sponsor) within 30 days.

The following items will not be reimbursed:

  • Incidentals or room service at the hotel
  • Limo or town car service
  • Entertainment expenses
  • Airplane seat upgrades to business or first class

Official Event App

Please join us on the Whova event app. Together, we can stay connected, updated on the agenda, and save some trees along the way. We encourage you to download the Whova app before the Gathering. It’s easy to do and takes only seconds. Once you sign up, the app will take you directly to our event. If you are asked for an invitation code, our code (to be used only by attendees and speakers) is: 2018Gathering.

See you in Houston — and on Whova!


Use the App to:

  • Access the agenda and onsite logistics
  • Explore the professional profiles of speakers
  • Send in-app messages and exchange contact info
  • Network and communicate with fellow attendees
  • Receive real-time notifications from organizers
Get our official event app

For Blackberry or Windows Phone, Click here

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