Foundations with Assets above $100M
Peer-to-Peer Sessions
Opportunities for board chairs and volunteer leaders to meet privately with their peers (and foundation chief executives to meet privately with their peers) throughout the meeting to discuss the following topics:
For Foundation Board Chairs and Directors Only:
- Audit Committee Challenges: Have Federal Regulations Gone Too Far?
- Participants will discuss the importance of an updated board statement on ethics and conflict of interest.
- Featuring: Jim Adams, executive vice president, VMI Foundation, Inc.
- Offered Thursday, February 1, 1:45 - 3 p.m.
- Evaluating Board Performance and Director Engagement
- An opportunity for peer review of the value of regular assessments and strategies for better developing and managing board education.
- Featuring: Bill Skinner, board chair, Ball State University Foundation
- Offered Thursday, February 1, 1:45 - 3 p.m.
- Emerging Board Chair Responsibilities
- Participants will share ideas on leadership development, balancing relationships, and decreasing tensions.
- Featuring: Rebecca Dukes, vice president for university advancement and executive director, New Mexico State University Foundation
- Offered Thursday, February 1, 3:15 - 4:30 p.m.
- How Best to Buy Time: A Look at Entrepreneurial Initiatives
- During this session participants will discuss university related retirement communities and other endeavors to generate revenue.
- Featuring: Leslie Bram, associate vice-president and chief operating officer, University of Florida Foundation
- Offered Thursday, February 1, 3:15 - 4:30 p.m.
- Contemporary Investment Policy Issues and the AICPA's Guidelines
- A discussion of how foundations are dealing with the recent AICPA guidelines for alternative investment valuation.
- Featuring: Sue Menditto, director, accounting policy, National Association of College and University Business Officers
- Offered Thursday, February 1, 1:45 - 3 p.m.
For Foundation Chief Executives Only:
- Ensuring Donor Intent and Assessing Risk
- The responsibilities of the foundation for fund stewardship, donor confidentiality and donor privacy will be featured during the session.
- Featuring: Dan Saftig, president and chief executive officer, Iowa State University Foundation
- Offered Thursday, February 1, 1:45 - 3 p.m.
- The Right Staff with All the Right Stuff
- During this session participants will share ideas for recruiting and retaining foundation staff including fundraising, investment, technology, and others.
- Featuring: Thomas Mitchell, president, University of California - Irvine Foundation
- Offered Thursday, February 1, 1:45 - 3 p.m.
- An Open Dialogue on Contemporary Issues
- A confidential peer exchange of the most pressing concerns of the day will be a highlight of this session.
- Featuring: John Martin, president and chief executive officer, University of Connecticut Foundation
- Offered Thursday, February 1, 3:15 - 4:30 p.m.
- Best Practices for Working with Campus Deans and Academic Departments
- A chance to share ideas for managing expectations and in particular how to work best with athletics and medicine.
- Featuring: Elizabeth King, president and chief executive officer, Wichita State University Foundation
- Offered Thursday, February 1, 3:15 - 4:30 p.m.
- Is It Time for an IT Security Audit to Protect Alumni Information when the Foundation Manages All Records?
- Participants will discuss the practical applications of password protected web sites for board members.
- Featuring: Leonard Raley, president, University System of Maryland Foundation
- Offered Friday, February 2, 10:45 - Noon