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Panelists
Date & Time:
06/05/2024 - 1:35pm
Crafting Private Foundation Investment Policies
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.
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
When Foundation DEI Priorities Stir Controversy
As more foundation leaders and boards choose to undertake diversity, equity and inclusion efforts, some are faced with concern from community members. How might your foundation bring others along on the path you have identified? Learn how to set the stage for the work and how to craft the best message.
Date & Time:
10/09/2024 -
9:00am to 10:15am
Burnout & Personal Renewal: Recharge Your Batteries
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!
Date & Time:
10/08/2024 -
9:30am to 10:45am
The Truth about DAFs
In the face of growing criticism of Donor Advised Funds (DAFs), philanthropy professionals must unite to correct the narrative and protect this valuable tool. The DAF Research Collaborative (DAFRC) recently released the most comprehensive independent study on DAFs, addressing misconceptions that threaten their future. Jeff Williams of the Johnson Center for Philanthropy at Grand Valley State University will share key findings from the study and discuss their implications for the sector.
Date & Time:
10/09/2024 -
10:30am to 11:45am
Hot Topics in Operations
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.
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
From Lost in the Weeds to Powerful Strategic Partner: Strategies for Board Development
By fostering a culture of learning and development, boards transform into proactive contributors, driving innovation and strategic direction. Join this session and discover essential strategies to cultivate a dynamic board and nurture a robust pipeline of leaders. Discover how to foster effective CEO-board interactions, optimize board meetings, and leverage intentional communication to propel your organization forward.
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
Managing the Maze: Successful Succession Planning
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.
Date & Time:
10/08/2024 -
9:30am to 10:45am
Grantmaking Without Barriers
What's stopping your grantees from applying?
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
Pre-Conference Session | Beyond Diversity: Creating A Welcoming Environment
How to you build a genuinely inclusive culture?
Date & Time:
10/07/2024 -
1:00pm to 4:00pm
Practical Examples of Incorporating Trust-Based Philanthropy
Discover how to implement trust-based philanthropy practices in your grantmaking efforts. Our panel of peers from Indiana, along with moderator Phil Li (back by popular demand!), will share real-life examples and lessons learned. We’ll explore concrete strategies that streamline processes and promote open, impactful relationships between funders and grantees. From multi-year, unrestricted funding to transparent communication and beyond, discover practical ways to shift from traditional grantmaking to a more trust-based approach.
Date & Time:
10/08/2024 -
3:30pm to 4:45pm
Leveraging Community Voice and Data for Change in Detroit: A Case Study
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.
Date & Time:
10/08/2024 -
3:30pm to 4:45pm
Family Foundation Dynamics: How to Embrace Conflict and Grow Together
Discover how to embrace conflict and grow together as a family foundation.
Date & Time:
10/09/2024 -
9:00am to 10:15am
Aligning for Impact: A Corporate Foundation’s Journey
How can a company move from being a generous corporate citizen to a true driver of meaningful change?
Date & Time:
10/08/2024 -
3:30pm to 4:45pm
Sustaining Local Journalism: Funding Strategies for Philanthropy
How can philanthropy support local journalism and why is this support so critical?
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
Pre-Conference Session | A.I. Got This! Putting A.I. Basics Into Practice
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.
Date & Time:
10/07/2024 -
1:00pm to 4:00pm
Desperately Seeking Stories: Why the Media is Anxiously Awaiting Your Pitch (No, Really!)
Your crash course in how to earn consistent media coverage.
Date & Time:
10/08/2024 -
3:30pm to 4:45pm
Advancing Civility: Bridging Divides in Challenging Times
With less than a month before a contentious federal election, tensions may rise regardless of the result. How can philanthropy as a most-trusted institution in America act to shield communities and individuals from harm and polarization? During this session, you will engage in a table exercise that will demonstrate the brain science of polarization. Learn how you or your organization can use that knowledge to build a bridge to civility.
Date & Time:
10/08/2024 -
2:00pm to 3:15pm