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Take a full-circle look at Mission Align 360, a process to examine organization’s capital from every vantage point—human, financial, and philanthropic—to strengthen mission alignment and maximize impact. While the approach doesn’t suggest that 100% of an organization’s assets must always be optimally aligned, it does provide a framework to thoughtfully and diligently consider how an organization’s capitol pools are deployed on a regular basis. This session takes you through case studies to see how Mission Align 360 is used in practice.
Foundation and endowment portfolio management takes significant time and effort. Whether your organization uses external investment consultants or internal committees to handle the funds, portfolio decisions must be made with care. Investment/finance committee members are fiduciaries and thus are responsible for key policy and portfolio management decisions. This panel consists of three committee chairs and an investment consultant discussing effective committee best practices, and you will leave with plenty of knowledge that is relevant to other committees, too.
Are you ever overwhelmed by data? Do you lack the valuable data that would show your organization’s impact? Let the #DataNerds at Transform Consulting Group show you how they use data to demonstrate impact and optimize decision-making. You’ll see how data turns to dollars for TCG’s clients across the country and what it looks like for your organization to become data-informed. You’ll leave with more knowledge on using data as an asset to shape your next steps.
The ESG (Environmental, Social, and Governance) landscape is changing. This interactive panel discussion will dive into the basics of ESG as a set of standards for a company's behavior used by socially conscious investors and explore ESG investing specifically in greater detail. Professionals from Goelzer Investment Management will share their experiences relating to best practices for incorporating ESG into your portfolio as well as your organization; what your donors are really trying to accomplish; and how you can take strategic advantage of ESG within your organization.
Examine Agency Funds —both the development opportunities they provide and the complexities in managing them—in this interview-style session featuring experts and practitioners. While these funds can build community capacity and engage new donors, there is also the potential for problems if your organization lacks proper accounting procedures and recordkeeping. You’ll leave the session with a better understanding of how to avoid those pitfalls and maximize the benefits of these important tools.