Foundation Management Track Schedule

Foundation Management
FoundationManagementLike the walls that keep a building upright, the sessions in this track serve as the structural underpinning of your foundation’s operational success. Build your know-how and learn new ideas in four areas: handling legal issues, reviewing nonprofit financials, incorporating current technologies for foundation efficiency, and measuring long-term impact.

Day 1:        Sunday, October 15

1:30–4:30 pm            Legal Intensive

Get the inside scoop on what attorneys know about the essential legal requirements of private foundations. Learn about board responsibilities, private foundation rules, and how to stay legal in grantmaking.

  • Recognize potential legal risks and know when to contact an attorney.
  • Understand the differences between Internal Revenue Service categories for grantors and grantees.
  • Describe the scope and details of state fiduciary duties and the federal private foundation rules, including self-dealing.

Ingrid Mittermaier Esq., Adler & Colvin; John Tyler Esq., Ewing Marion Kauffman Foundation

This session will be presented with the following formats: Presentation, Q&A

DAY 2:                Monday, October 16

9:30–11:45 am           Get the Real Story from Nonprofit Financials

Financials are just one piece of the story when considering making a grant. Coupled with open conversation, they can provide insights into a nonprofit’s financial situation, sustainability, and overall organizational capacity. Through the lens of financial resilience, learn how to look at nonprofit financials beyond the numbers and with an eye toward trends in the field.

  • Recognize signs of a financially healthy nonprofit with a focus on an organization’s unique circumstances.
  • Discuss how to engage nonprofits in conversations about their financial situation and true needs.
  • Identify financial red flags that warrant further conversation and understand how to formulate appropriate questions based on those red flags.

Samantha Alarie-Leca, The West Foundation; Topher Buck, The Buck Foundation; Hilda Polanco, CPA, CGMA, CCSA®, FMA

This session will be presented with the following formats: Presentation, Panel Presentation, Q&A

1:30–4:30 pm            Work Smarter, Not Harder: Exploring Foundation Technology

Many time-saving technology tools on the market can help small-staffed foundations streamline operations, maintain an online presence, and communicate effectively with their boards. Join this fast-paced, interactive session that fosters ideas for technological platforms and strategies that can increase your foundation’s capacity.

  • Define questions you must ask to identify your needs and to pick the most suitable technology platforms for your foundation.
  • Determine three or four tools that could increase your foundation’s efficiency and identify steps for implementation.

Sammie Holzwarth, Foundant Technologies; Anna Hockett, MicroEdge + Blackbaud

This session will be presented with the following formats: Panel Presentation, Roundtable Discussion, Round Robin

DAY 3:                Tuesday, October 17

8:45–11:00 am           Measuring Long-Term Impact

Evaluating your work allows you to know you’re making a difference—not just hoping you are. Learn practices for going beyond short-term outcomes and measuring how your community or funding area has changed as a result of your work, and how to gauge if you are maximizing your impact.

  • Identify and apply powerful indicators in your definitions and assessment of impact.
  • Expand your understanding of different ways to measure the progress and results of your work.

Miki C. Akimoto, U.S. Trust, Bank of America Private Wealth Management; Rajiv Khanna, Thousand Currents

This session will be presented with the following formats: Panel Presentation, Case Study, Roundtable Discussion