Retreat

Retreat for New Foundation Executive Leaders - May 2025

Registration now open

The new executive leaders retreat equips early-tenure foundation executives with the skills and relationships needed to be successful, including the work of navigating change and staff expectations, transforming operations, and building institutions for the future.

Date & Time

May 8 – 9, 2025

Location

Lumina Foundation 

820 Massachusetts Avenue, Suite 1390
Indianapolis, IN 46204

Cost

Council Members = $699
Nonmembers = $999
 

This event is the Council's annual retreat for early-tenure foundation chief executives who want to step away from the challenges of their day-to-day and find renewed energy and motivation in fellowship with other new CEOs.  Hosted by Jamie Merisotis and the Lumina Foundation, it will take place in-person from noon ET on May 8 until 2:00 pm ET on May 9, 2025. 

This retreat is intended for executive leaders (CEOs, Presidents, Executive Directors) of philanthropic foundations who have been in their current executive role for three years or less.   

Over the two consecutive half-days sessions, attendees will delve into both the practical and existential issues facing foundation executives new to their role, such as navigating change, transforming operations, and building institutions for the future. Through peer support and coaching we will also explore the collective wisdom of our fellow leaders, and equip you with an expanded network, fresh ideas, and new motivation.   

 Retreat objectives:  

  • Raise and discuss key challenges for early-tenure foundation executives;   
  • Provide peer coaching on top-of-mind leadership challenges;   
  • Build peer relationships and exchange tips/resources. 

Past retreat attendees have told us how valuable it is to have this time to step away:

“Thank you so much for organizing such a fantastic retreat. It was a wonderful opportunity to connect with fellow leaders and learn from each other. The peer coaching sessions were invaluable, and I feel inspired and motivated to implement new strategies in my own organization.”

Speakers

Facilitators

Speaker

Questions?

Connect with Council Staff

Marlee Clayton

Senior Manager, Executive Office

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