Preconference Programming

CEO Retreat - Just for You: Qualities, Challenges and Opportunities of the Family Foundation CEO

Sponsored by Glenmede

Sunday, February 12 - 1:30-5 p.m.

Monday, February 13 - 8 a.m.-3 p.m.

Cost is $339 for members and $469 for nonmembers.

Meeting Room: COWRIE, Third Level

The role of the family foundation CEO is complex, inspiring, educational—and sometimes even maddening. Presented by the National Center for Family Philanthropy and based on recent research, this two-day, CEO-only seminar will offer a safe, confidential environment to look at leadership in family systems, managing expectations, ensuring individual and foundation effectiveness, personal and family leadership, and life after the foundation.

Presenter(s): Virginia M. Esposito, President, National Center for Family Philanthropy; Richard L. Moore, President, Weaver Foundation; Kathleen Odne, Executive Director, Dean & Margaret Lesher Foundation; Katherine Lorenz, US Representative, The Institute for Philanthropy; Jeffrey R. Solomon, President, Andrea and Charles Bronfman Philanthropies, Inc.; Gayle Williams, Executive Director, Mary Reynolds Babcock Foundation
Moderator: Thomas F. Beech, President Emeritus, Fetzer Institute
Session Designer(s): Virginia M. Esposito, President, National Center for Family Philanthropy; Karen Green, Vice President, National Center for Family Philanthropy

Best Practices for New Foundations

Monday, February 13 - 10 a.m.-3 p.m.

Cost is $225 for members and $375 for nonmembers.

Meeting Room: POINCIANA 3, Second Level

Are you in the planning stages of starting a foundation or have you established one in the last two years? Learn about the many legal and practical issues--such as private foundation rules, fiduciary responsibility, and proper stewardship of resources--that arise in creating foundations.

Presenter(s): Nina L. Cohen, Managing Director/Director of Philanthropic Advisory Services, Glenmede; Andrew Schulz, Vice President, Legal and Government Relations, Council on Foundations; Colburn S. Wilbur, Trustee, The David and Lucile Packard Foundation
Session Designer(s): Andrew Schulz, Vice President, Legal and Government Relations, Council on Foundations; Colburn S. Wilbur, Trustee, The David and Lucile Packard Foundation

Improving Communication and Managing Conflict – Principles and Practice

Monday, February 13 - 10 a.m.-3 p.m.

Cost is $225 for members and $375 for nonmembers.

Meeting Room: POINCIANA 2, Second Level

In family foundations, wise giving and robust family involvement depend on effective communication and the ability to manage conflict and stress. This interactive, two-part session will explore interpersonal dynamics through self-assessment and hands-on experience. During part one we'll identify and describe different methods of communicating and how style, rather than substance, is often at the heart of family disputes. Part two is devoted to agreement-making practice in groups, with tools you can use immediately in your family discussions. Designed for foundation trustees, this session is guaranteed to be both enlightening and fun.

Presenter(s): Brent C. Toleman, Consultant, Strategies, Inc.
Session Designer(s): Ericka Plater Turner, Managing Director, Professional Development, Council on Foundations; Brent C. Toleman, Consultant, Strategies, Inc.

Next Generation Retreat

Monday, February 13 - 10 a.m.-3 p.m.

Cost is $225 for members and $375 for nonmembers.

Meeting Room: POINCIANA 1, Second Level

Leadership development is critical as Next Gen-ers step into roles as trustees and professional staff for their family philanthropies. Whether you're new to the field or have years of experience, this preconference session will help you become a more effective and collaborative leader during interactive exercises to: (1) assess when and how to exercise your leadership capacities, (2) discover what will work successfully in your family landscape, and (3) identify areas of leadership you want to strengthen. In addition, you will clarify your philanthropic identity and the role you want to play in your family’s charitable efforts.

Presenter(s): Sharna Goldseker, Vice President, 21/64, Andrea and Charles Bronfman Philanthropies, Inc.; Jaimie Mayer Phinney, Trustee, The Nathan Cummings Foundation; Jessie Spector, Program Director, Resource Generation
Session Designer(s): Sharna Goldseker, Vice President, 21/64, Andrea and Charles Bronfman Philanthropies, Inc.