Preconference Programs
Center for Community Foundation Excellence-Financial Administration for Community Foundations
Saturday, September 17 - Sunday, September 18
Cost is $595 for members and $795 for nonmembers.By experiencing a hectic day in the life of a typical fiscal manager—where nothing ever goes as planned—you'll gain an understanding of the many issues unique to community foundation finances and an orientation to the resources needed to be effective in your new role. This interactive course is designed so that you will:
- have a framework for developing policies and practices related to the National Standards
- understand the legal and regulatory requirements specific to community foundations that are necessary to maintain full legal, ethical, and industry standards compliance
- better understand the implications and trade-offs in policy decisions
- understand factors to consider in cash management, asset allocation, and fees
- be more conversant in complicated fiscal issues, and better able to take your case to your board
- learn how to find the right people to get the job done
This course is intended for community foundation CEOs, managers, or trustees with fiscal responsibilities, and who are new to finance and fiscal administration. CPAs will earn 15 CPE credits by attending this live-group event.
The Council on Foundations is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Presenters: Nancy E. Jones, President, Community Foundation of North Texas; Grace M. Sacerdote CPA, Executive Vice President, The Community Foundation in Jacksonville; Kim Cryan, Chief Financial Officer, Toledo Community Foundation; Michael A. Miller, Managing Director, Colonial Consulting LLC; Daniel Rader, Senior Counsel and Director, Council on Foundations
SOLD OUT - Center for Community Foundation Excellence—Community Foundation Fundamentals
Saturday, September 17 - Sunday, September 18
Cost is $595 for members and $795 for nonmembers.In today’s ever-changing community foundation field, a well-trained staff and a well-informed board are critical to success. Designed for both new and experienced employees, this two-day course will help you master the unique aspects of the field in short order. Created and led by experienced leaders, the course includes:
- history of the community foundation movement
- basic information on governance, resource development, and donor relations
- key legal and legislative issues and information on grantmaking
- community leadership and fiduciary responsibilities
Presenters: Peter A. Dunn, President and CEO, Central New York Community Foundation; Mary M. Jalonick, President, The Dallas Foundation; Kelly Shipp Simone, Deputy General Counsel, Council on Foundations
Center for Community Foundation Excellence—Resource Development for Community Foundations
Saturday, September 17 - Sunday, September 18
Cost is $595 for members and $795 for nonmembers.Are you responsible for resource development? Do you want to enhance your understanding of the unique aspects of asset development as they relate to your foundation, foundation funds and gift planning, and donor service concepts and options? Then this two-day course is for you—especially if you are new to the field! The interactive curriculum is designed so that you will:
- have a framework for developing policies and practices related to the National Standards
- better understand the implications and trade-offs in policy decisions
- have a better understanding of the challenges and opportunities in building funds
- be better able to identify where other resources or expertise is needed
- understand factors to consider when building strategic partnerships with allied professionals
- be better able to analyze the cost effectiveness of development strategies
- be more conversant in the philanthropic options available to donors today
Presenters: Ruben Orduńa, Vice President for Development, The Boston Foundation; Judith W. Sjostedt, Executive Director, Parkersburg Area Community Foundation
Annual CEONet Retreat
Saturday, September 17 - 4-9 p.m. and Sunday, September 18 - 8 a.m.-1 p.m.
This event is only available to Council members and is $300.Join your community foundation colleagues at the annual 2011 CEONet Retreat, led by internationally acclaimed author, speaker, and business leader Ann Rhoades. Rhoades’ recent book, “Built on Values: Creating an Enviable Culture That Outperforms the Competition,” will form the basis for the retreat. You will learn how to develop and implement your organization’s goals and why it is essential to hire, fire, and reward people based on values.
Register online or fax in your registration.
The L3C - New Opportunities for Community Foundations
Sunday, September 18 - 11 a.m.-6 p.m.
Cost is $59 for members and $109 for nonmembers.The Low-Profit Limited Liability Company (L3C) is a hot topic in the nonprofit sector as it may change the way many social services are delivered. For community foundations, the L3C opens the door to whole new ways to solve problems and create opportunities in their communities while tapping into a wide variety of funding sources. Operating in the space between the nonprofit and for-profit sectors, this type of LLC can bring together a mix of foundations, trusts, endowments, pension plans, individuals, corporations, governmental entities and others in order to achieve social objectives while operating according to for-profit metrics. Just like any LLC, an L3C has the liability protection of a corporation and the flexibility of a partnership. It is uniquely designed to use Program Related Investments and utilize Donor Advised Funds.
This pre-conference event includes lunch and features the following expert speakers: Sanders Davies, Senior Partner, PKF O’Connor Davies, LLP; Ericka Harney, Assistant Director of Development, The Council of State Governments; Robert Lang (moderator), L3C creator, founder of Americans for Community Development, and CEO of the Mary Elizabeth & Gordon B. Mannweiler Foundation; Elizabeth Carrott Minnigh, tax attorney, Buchanan Ingersoll & Rooney PC; Michael Moreland, founder and managing director of SEEDR L3C; Roxanne Phen, Human Capital Analyst, Deloitte Consulting, LLP; John Tyler, Secretary and General Counsel, Ewing Marion Kauffman Foundation; and Rob Wexler, Principal, law firm of Adler & Colvin.
Download the flyer.
Advanced Legal Seminar
Sunday, September 18 - 1-4 p.m.
Cost is $59 for members and $109 for nonmembers.A distinguished panel of nonprofit tax law experts discusses two important and timely legal topics of interest to community foundations. The first first presentation will explore common issues encountered by community foundations working with private foundations. The second presentation addresses legal and tax issues that arise when a community foundation permits individuals or groups that are neither staff nor board members of the community foundation to fundraise on behalf of the foundation. Issues addressed will include potential liability and methods to minimize risk and Internal Revenue Service reporting requirements for such fundraising activities.
Continuing Professional Education (CPE) Credits
This course is intended for intermediate to advanced learners. CPAs who participate in this live-group event can earn 2 CPE credits.
The Council on Foundations is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Mandatory Continuing Legal Education (MCLE) Credits
The Advanced Legal Seminar has been approved for MCLE credit by the California State Bar for a total of 2.75 credit hours (note that none of the credits may be claimed for required MCLE in legal ethics, elimination of bias, or the prevention, detection, and treatment of substance abuse or mental illness that impairs professional competence.). For more information, please contact the Council’s legal department at legal@cof.org or 703-879-0713.
Download the agenda
Presenters: Stephanie L. Petit, Principal, Adler & Colvin; Kelly Shipp Simone, deputy general counsel, Council on Foundations
CEO-Trustee Workshop—Building a Sustainable "Values-Based Culture"
Sunday, September 18 - 3-6 p.m.
Cost is $99 for members and $199 for nonmembers.Community foundation leaders, CEOs, and trustees know that a winning, engaged culture is a critical component of organizational success. Join this interactive workshop, where Ann Rhoades will engage foundation leaders in thoughtful, provocative discussions on how to:
- implement a values-based model within their foundation
- empower staff and board members in this model
- apply it to the communities they serve
- most importantly, make them sustainable
Network! Get the Most Out of the Fall Conference
Sunday, September 18 - 5-6 p.m.
This event does NOT require separate registration and is free to all conference attendees.One of the most valuable benefits of any conference is the networking. Conferences offer attendees great opportunities to connect with old colleagues and meet new ones to exchange thoughts and ideas. In the world of community foundations, developing meaningful relationships and building strong, vibrant networks are critical. Yet these skills are infrequently taught, leaving most people to rely on their instincts and maybe a few techniques to network.
Network! Get the Most Out of the Fall Conference is a primer on the keys to meeting people and developing successful relationships to advance your professional and personal goals.
It is a unique and interactive workshop that provides participants with the tools to build and strengthen relationships that will be mutually beneficial. The workshop will help attendees at all levels advance their skills to meet and engage others, especially individuals from different backgrounds.
John Kobara, executive vice president and COO of the California Community Foundation, has given hundreds of workshops and presentations for Fortune 500 corporations, universities, professional associations, nonprofits, and community organizations all over the world.
A Conversation on Community Leadership hosted by CFLeads
Sunday, September 18 - 5-6:30 p.m.
RSVP by September 13 to dsilke@cfleads.org.Back by popular demand! CFLeads invites you and your community foundation peers to a conversation on Strengthening Communities in a New Era of Government. Hear how three community foundations are adapting to a new environment, and discuss your own strategies in small groups.
Light refreshments will be served.
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