2016 Endowments and Finance Summit - Schedule
This schedule is subject to change.
Wednesday, September 28
12:00 p.m.-5:30 p.m.
Registration Desk Open
1:00 p.m.-5:00 p.m.
This pre-summit event will answer the many questions that community foundations have regarding important regulatory and other public policy updates affecting community foundation financial management. Participation in this session will help you identify tools to improve operations and give you a competitive advantage in the philanthropic advisory marketplace.
Moderator: Brad Ward, Director, Community Philanthropy, Council on Foundations
Speakers: Steve Cobb, Vice President and CFO, California Community Foundation; Lara Kalwinski, Senior Counsel, Compliance & Policy and Executive Director, National Standards; Lee Klumpp, National Assurance-Director, BDO; Scott Marquardt, Vice President, Southwest Initiative Foundation; Juan Martinez, Vice President, Chief Financial Officer & Treasurer, John S. and James L. Knight Foundation; Sue Santa, Senior Vice President for Public Policy & Legal Affairs, Council on Foundations
1:00 p.m.-5:00 p.m.
Join us as we learn from investment professionals who have successfully identified and invested in financial solutions that meet with foundation board members’ expectations and tolerance for risk. Learn to identify different product types, including ESG and SRI funds, direct investments, and alternatives, and how to connect sound financial management approaches with a mission-aligned investing strategy.
Moderator: John Cochrane, Associate Director, Social Innovation, Council on Foundations
Speakers: Kimberly M. Eney, Associate, Morgan, Lewis & Bockius LLP; Melissa Weigel, Manager Investment Partnerships, the Nature Conservancy, Christie June Zarkovich, Consultant, Cambridge Associates;
Thursday, September 29
8:00 a.m.-9:00 a.m.
9:00 a.m.-10:30 a.m.
Most foundations are operating in global markets and often face hard choices about how to invest their resources. Ongoing scrutiny of endowed philanthropy creates distractions that take attention away from the real, positive changes that philanthropy is supporting in communities across the United States. With the world facing continued unrest and concerns about another potential recession, foundations are challenged to think strategically about their investments.
Moderator: Juan Martinez, Vice President, Chief Financial Officer & Treasurer, John S. and James L. Knight Foundation
Speakers: Stephanie Bell Rose, Managing Director and Head, TIAA Institute; Kenneth Jones, II, Vice President and Chief Financial Officer, The Annie E. Casey Foundation; Dr. Tim Hopper, Chief Economist, TIAA; Sherry Magill, President, Jessie Ball DuPont Fund; Vikki Spruill, President & CEO, Council on Foundations
11:00 a.m.-12:30 p.m.
12:45 p.m.-2:15 p.m.
Foundation leaders are under significant pressure to make grants to meet growing needs, but the reality is mostly flat investment returns have left most with less to work with. Too many foundation financial management leaders are forced to make some very tough decisions and often wonder if they are "getting it right." Growing the foundation endowment, navigating the external investment management relationship, risk management, tax reform policy, corporate integration, and crafting effective investment policies are a few of the things keeping foundation leaders awake at night. Come to this session prepared to hear how some of your peers are dealing with these and other endowment and finance challenges. Bring your good ideas and "out of the box" thinking for a candid discussion about achieving results!
Moderator: Alberto Ibargüen, President, CEO and Trustee, Johnson S. and James L. Knight Foundation
Speakers: Bert Feuss, Senior Vice President, Investments, Silicon Valley Community Foundation; Jane B. O'Connell, President, The Altman Foundation; Maria Woodruff-Wright, Vice President of Operations & CFO, The Skillman Foundation
2:30 p.m.-3:30 p.m.
Ask the Lawyer - Council Legal Team
4:00 p.m.-5:30 p.m.
6:00 p.m.-7:30 p.m.
Networking Reception at Lincoln Center
Transportation to and from the Stanley Kaplan Penthouse at Lincoln Center will be available immediately after the last block of concurrent session. Buses will load in front of Convene on 7th Avenue beginning at 5:35 p.m. and begin departing at 5:45 p.m. Buses will begin loading to return to Convene at 7:35 p.m.
Tickets for the Networking Reception are still available. To register for the event, contact firstname.lastname@example.org or call (703) 879-0645.
Friday, September 30
8:00 a.m.-8:45 a.m.
Breakfast Roundtable Sessions
- Deciding How to Decide: Making Investment Decisions is All About Decisions
- Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation
- Emerging Markets Impact Investing
- Investing for Racial Justice
- The Multi-Asset Class Conundrum: Should Reporting Across All Your Assets Classes Really Be This Hard?
- Discretion, Non-Discretion, No Direction? Too Many Investment Consulting Terms!
8:55 a.m.-10:25 a.m.
10:30 a.m.-12:00 p.m.
12:05 p.m.-1:35 p.m.
What is the future of philanthropy? As we prepare for a change in our national leadership, we also prepare for shifts in policies and priorities. Critical issues face our nation. Across our country, communities continue to struggle. Philanthropy’s role as a leader, a partner, a catalyst and a risk-taker continues to be an important part of our national story. Our nation’s increased needs will rely on action from other sources of capital, including private enterprise, foundations, individual philanthropists, and nonprofits. The complexity of today’s challenges requires new thinking about how to mobilize capital effectively for social purposes. Emerging philanthropists are adopting innovative ways of giving that complement, and, in some instances, replace existing philanthropic vehicles.
This blockbuster closing plenary features some of the world’s leading thinkers on philanthropy and social change. They will discuss the future of philanthropy, with a special focus on how philanthropy may remain an effective catalyst for positive change. They will additionally talk about the ways that public attitudes toward philanthropy may alter the country’s social sector more broadly.
Moderator: Dr. Jason Wingard, Dean and Professor, School of Professional Studies, Columbia University
Speakers: Jean Case, CEO, The Case Foundation and Chairman, The National Geographic Society; Randall Lane, Editor, Forbes Magazine; Vikki Spruill, President & CEO, Council on Foundations