Foundations with Assets Above $100M

Concurrent Sessions

Opportunities for participants to meet in small groups by topic to discuss the following:

UPMIFA - Overview for Investment Committees and Its Impact on Spending Rate: 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 Thursday, February 1, 10 - 11:15 a.m.
Strengthening Relationships Between the University Governing Board and the Foundation Board: Participants will discuss the role of the institution president in the relationship plus a conversation on balancing foundation success with state support for public higher education including strategies to leverage state matching funds.; Featuring: Jim Lanier, senior fellow, AGB, and former president, East Carolina University Foundation; Offered Thursday, February 1, 10 - 11:15 a.m.
Higher Education Trustee Selection Reform: Participants will discuss the possible role of the foundation board in reforming higher education.; Featuring: Richard Novak, vice president, public sector programs affairs, AGB; executive director, Richard T. Ingram Center for Public Trusteeship and Governance; Offered Friday, February 2, 10:45 - Noon
Update on New Reporting Requirements for Foundations: Participants will discuss new compliance requirements by the auditing by the AICPA, Unified Registration Statements, CFO Corm K-1, Form 926 and Form 8826, and others.; Featuring: Lisa Eslinger, chief investment officer, Iowa State University Foundation; Offered Thursday, February 1, 10 - 11:15 a.m.
When to Hire a Foundation CFO/CIO: At what point should the foundation hire their own chief investment officer instead of relying on external consultants or fund managers?; Featuring: Andrew A. "Sandy" Wilcox, president, University of Wisconsin Foundation; Offered Friday, February 2, 10:45 - Noon
Effective Board Chair and Chief Executive Relationships: Participants will discuss the board's role in evaluating the chief executives including the value of a matrix of data on compensation and benefits.; Featuring: Ed Davis, president, Texas A&M Foundation; Offered Friday, February 2, 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 Thursday, February 1, 10 - 11:15 a.m.
How to Coordinate Campaigns Across University Systems when the Foundation Supports Multiple Campuses/Institutions: This session is especially for foundations deal with the challenges of supporting multiple campuses or institutions within a system; Featuring: Curtis R. Simic, president and chief executive officer, Indiana University Foundation; Offered Thursday, February 1, 10 - 11:15 a.m.