Public College and University Foundations
Concurrent Sessions
Opportunities for participants to meet in small groups by topic to discuss the following:
- Board Statement on Ethics and Conflict of Interest
- Participants will discuss the importance of an updated board statement on ethics, a conflict of interest policy, and the role of the audit committee.
- Featuring: Megan Rock, vice president, institutional advancement and executive director, Southern Connecticut State University Foundation
- Offered Monday, January 29, 10 - 11:15 a.m.
- Strategic Planning Tools for the Foundation
- Participants will review the board's role in the strategic planning process, including a review of key elements in the process, board responsibilities, how to interface with the host institution, and the value of strategic communication.
- Featuring: John Marcy, vice president for development and alumni affairs, College of New Jersey Foundation
- Offered Monday, January 29, 10 - 11:15 a.m.
- UPMIFA Overview for Investment Committees
- With the July 2006 passage of the Uniform Prudent Management of Institutional Funds Act, participants will discuss key components of the new act from AGB's official observer to the deliberations and will review the status of its passage in all 50 states.
- Featuring: David Bahlmann, president, Ball State University Foundation
- Offered Monday, January 29, 10 - 11:15 a.m.
- Effective Board Chair and Chief Executive Relationships
- Participants will discuss the role of the institution president in nurturing relationships.
- Featuring: Paul Shelton, vice president of university advancement and executive director, Norfolk State University Foundation, Inc.
- Offered Monday, January 29, 10 - 11:15 a.m.
- The Entrepreneurial Foundation: How Can the Board Be Most Helpful?
- During this session participants will discuss the unique position of foundations to provide even greater flexibility for future needs of the host institution.
- Featuring: Sue Sommer-Kresse, senior vice president of institutional advancement, College of Charleston Foundation
- Offered Monday, January 29, 10 - 11:15 a.m.
- Managing Growing Presidential Expectations for the Foundation
- How can the foundation best managing ever increasing expectations by the college or university president for fundraising, advancement success and other key initiatives?
- Featuring: Dr. G. Koryoe Anim-Wright, vice president of institutional advancement, Western Connecticut State University
- Offered Tuesday, January 30, 10:45 - Noon
- Can Foundations Access Alternative and Emerging Markets?
- Participants will review how their foundations can invest like Harvard and other large university endowments and balance the need for liquidity.
- Featuring: Walter G. Sall, chairman, Gateway Investment Advisers, L.P.; and
- Harry E. Merriken, Ph.D., senior vice president, Gateway Investment Advisers, L.P.
- Offered Tuesday, January 30, 10:45 - Noon
- Prudent Debt Management for Foundations
- During this session participants will discuss how the foundation can best leverage assets or bonds in support of its activities and the goals and objectives of the university.
- Featuring: Susan Fitzgerald, senior vice president, Moody's Investors Service
- Offered Tuesday, January 30, 10:45 - Noon
- The Value of Emeritus Board Members
- A highlight of this session will be a conversation about what can and should the board do with valuable emeriti board members to more fully engage their expertise and commitment.
- Featuring: Isaac Sanders, vice president for institutional advancement and executive director, East Stroudsburg University Foundation
- Offered Tuesday, January 30, 10:45 - Noon
- Board Leadership 101
- This session is exclusively for directors in new leadership positions to discuss challenges, leadership development, and what they really need to know to fulfill their responsibilities to the committee and the board.
- Featuring: Molly Williams, president, Northern Arizona University Foundation
- Offered Tuesday, January 30, 10:45 - Noon