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Discover how private foundations navigate the investment challenge in this informative session. Hear thought leaders explain the essential strategies for crafting an impactful and efficient investment policy. Key topics include setting objectives, managing spending needs, optimizing asset allocation, rebalancing strategies, selecting managers, and structuring performance reporting. After the presentation, join the discussion to explore how these approaches are implemented by different foundations.

Does it ever feel like your life is one never-ending Zoom meeting as you dash from task to task? Do you find yourself unable to make a quick grocery run because community members want just a moment of your time? Does it feel like you’re literally carrying the weight of your community—even on the weekends? If so, then you need a little “me time.” Discover techniques to decompress and strategies to make your work day more manageable. Leave the conference feeling ready to take on the world!

As best practices evolve rapidly, achieving operational excellence in today's digital world can be challenging. However, strong operations, effective governance, and strategic execution are essential for building stakeholder trust and maximizing resources for community investment. This session will cover critical aspects of business operations and common risks, including strategy, financial reporting, cybersecurity, internal controls, and governance.

Succession planning at foundations can feel like an intricate maze. This session gives you the tools to navigate every twist and turn. Learn how to craft seamless transitions, involving key stakeholders from board to leadership. Uncover the perfect timing to ignite your succession strategy and infuse it into your hiring process for long-term success. Plus, we'll tackle the challenge of preserving institutional knowledge amidst staff turnover.

How to you build a genuinely inclusive culture?

Mastering data for philanthropic success sounds intimidating, but it doesn't have to be. This session explores the building blocks of sustainable data practices, how-to techniques, aligning your strategies with reality, and leveraging diverse data sets to give context to your efforts. Discover how to turn raw data into a powerful tool for your stakeholders.

How can a company move from being a generous corporate citizen to a true driver of meaningful change?

AI is a powerful tool, but are you ready to use it? You'll learn how AI can integrate into daily foundation operations, including communications and data analysis. Discover the basics of artificial intelligence tools like ChatGPT, Dall-E, Gemini, and Bing. Learn how to use AI safely and responsibly. Test your newfound skills through hands-on exercises and discover practical applications tailored for you. This session is for those who are curious and those who are ready to jump. Leave empowered to leverage AI's potential to increase your capacity and transform your work.