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.
Date & Time:
09/29/2022 - 9:00am to 10:15am
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.
Date & Time:
09/29/2022 - 9:00am to 10:15am
Auditing doesn’t have to be painful—really. Accounting firm CapinCrouse will provide you with strategies to manage the external auditing process and show you concrete steps to achieve a pain-free audit relationship with the firm looking over your books. They will also apprise you of upcoming changes in auditing standards and their best-practice suggestions for effective implementation.
Date & Time:
09/28/2022 - 10:15am to 11:30am
No matter your role or experience there are always opportunities to lead. Join the founder of Accent On Business, Ellen Dunnigan, to discover how to step into your own leadership, manage up, and thrive in your current role by being both intentional and influential.
Date & Time:
09/28/2022 - 10:15am to 11:30am
Date & Time:
09/28/2022 - 10:15am to 11:30am
In these times of widespread divisions over issues, it can be hard to get people to care about your issue in a way that resonates and drives them to act—but it’s far from impossible. Join Francesca Jarosz Brady, strategic communications extraordinaire, to learn the process her firm, VOX Global, uses to get into the hearts and minds of audiences. Using case studies from her work with Indiana organizations, she will provide you a playbook in how to reach the right audience and develop messages that cut through the noise.
Date & Time:
09/28/2022 - 10:15am to 11:30am
Join this panel to consider further potential impacts of issues presented in the keynote given by Jeremy Beer. The major philanthropic reform proposals being considered nationally—the curtailment of donor privacy, increased private foundation payout requirements, restrictions on donor-advised funds, and more—will be discussed. The all-star panel, moderated by IPA President & CEO Claudia Cummings, will provide more context and detail on the proposed reforms, which could threaten endowments and the survival of philanthropy as a whole.
Date & Time:
09/28/2022 - 10:15am to 11:30am
Are you concerned about cybersecurity? Welcome to the club. It is one of the fastest growing concerns in the philanthropy sector. As our world becomes increasingly virtual, it is even more critical to protect donor and organizational information. The pros at Blue & Company will take you through the important issues in cybersecurity and ensure you’re fully prepared to operate safely in today’s virtual environment.
Date & Time:
09/27/2022 - 4:00pm to 5:15pm
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.
Date & Time:
09/27/2022 - 4:00pm to 5:15pm
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.
Date & Time:
09/27/2022 - 4:00pm to 5:15pm
Strong roots make strong communities. Explore effective grassroots philanthropy from those that live their lives on the ground. Community experts stand ready to share creative strategies for deepening relationships among residents and philanthropic organizations.
Video- The Learning Tree Perception Project
Date & Time:
09/27/2022 - 4:00pm to 5:15pm
It's no secret that America is experiencing a period of toxic division. Although most funders seek to find common ground on complex community issues, is coming together even possible in these times? PACE's Kristin Cambell will show you the role philanthropy can play in combating polarization and dehumanization and creating better social cohesion, civility, and pluralism.
Date & Time:
09/27/2022 - 2:15pm to 3:30pm
Live the role of a digital navigator and see how philanthropy can be a catalyst for digital access in grade-level reading, public housing authorities, telehealth/teletherapy, seniors, veterans and local technology strategic plans. Cheri Coryea, respected consultant for The Patterson Foundation, will share cookies and a recipe—for how ‘More than Money Philanthropy’ can advance digital access for all in your community.
Date & Time:
09/27/2022 - 2:15pm to 3:30pm
This lively and hands-on discussion will examine the intersection of social impact and business results. Attendees will walk away with a better understanding of how and why social impact drives business results, how ESG is impacting corporate philanthropy, and how collaboration between businesses and grantmakers can create value for all stakeholders.
Date & Time:
09/27/2022 - 2:15pm to 3:30pm
Addressing affordable housing and substandard housing issues often come with complications that slow progress. Learn how the Healthcare Foundation of LaPorte took on a leadership role in affordable housing and created the path to change. This session will discuss approaches to generating board engagement, the development of a comprehensive housing plan, and the establishment of a dedicated housing committee.
Date & Time:
09/27/2022 - 2:15pm to 3:30pm
Date & Time:
08/25/2022 - 3:30pm to 4:00pm
- Financial Statements
- Audit Reports
- Understanding Form 990
- Understanding What Financial Reports Reveal
- Adapting as a Funder
- Building Strong Relationships & Community Trust
- Sharing & Shifting Power
- Systems Thinking & Multi-Sector Collaboration
Insights, lessons learned, and advice from experts in the field
- Motivations & Values
- Strategic Grantmaking
- Impact, Influence, Leverage, & Learning
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