Sessions Calendar

By hearing about a hectic day in the life of a typical fiscal manager when nothing goes as planned, you'll gain an understanding of the many issues unique to community foundation finances and of the resources needed to be effective in your new role. 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.

Presenter(s): Nancy E. Jones, President, Community Foundation of North Texas; Michael A. Miller, CFA, Colonial Consulting, LLC; Daniel Rader, Senior Counsel and Director, Council on Foundations; Grace M. Sacerdote , Executive Vice President, The Community Foundation in Jacksonville

A well-trained staff and a well-informed board are critical to success. Designed for both new and experienced employees, this course will help you master the unique aspects of the field in short order.

"Sold Out"

Presenter(s): 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

Are you responsible for resource development? This course will 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.

Presenter(s): Ruben Orduña, Vice President for Development, The Boston Foundation; Judith W. Sjostedt, Executive Director, Parkersburg Area Community Foundation