7 a.m. - 1 p.m.
Conference Session Recording

Bring the conference home with you for training, reviewing sessions, or to share with those unable to attend. We offer the opportunity to purchase mp3 multimedia recordings that include audio recordings of conference sessions. Session PowerPoint and resource materials, an exhibitor/sponsor list, and important information about the Council are also included. In addition, resources will be available on the Web at the Live Learning Center.

Pre-conference Orders – $159
Onsite Orders – $179
Post-conference Orders – $329

Order early and save!

Meeting Room: TBD
7:30 a.m. - 5:30 p.m.
Center for Community Foundation Excellence - Community Foundations Fundamentals: Day 2


Cost is $595 for members and $809 for nonmembers. Separate registration is required.

A well-trained staff and a well-informed board are critical to success. Designed for both new and experienced employees, this course will help you master the unique aspects of the field in short order.

Presenter(s): Peter A. Dunn , President and CEO, Central New York Community Foundation; Mary M. Jalonick, President, The Dallas Foundation; Kelly Shipp Simone, Vice President Legal Affairs, Council on Foundations
Session Designer(s): Ericka Plater Turner, Managing Director, Professional Development, Council on Foundations

Meeting Room: Trianon I Meeting Room, Level Two
7:30 a.m. - 12 p.m.
CEO Network Retreat - Leadership for a Community's Brighter Future: Why Strategy Matters: Day 2

Only CEOs of a community foundation may attend this event. Cost is $350 for members and $500 for nonmembers. Separate registration is required. SOLD OUT

Two-day Session
September 8 - 3:00pm to 8:00pm (Includes Dinner)
September 9 - 7:30am to 12:00pm (Includes Breakfast)

The CEO Retreat is based on the work of Michael Porter, a leading authority on competitive strategy and the application of strategic principles to social problems. His work will be adapted by FSG, CFLeads, and CF Insights and applied to the unique roles of community foundations. Topics will include how to work with the board to achieve strategic clarity, aligning for stronger community leadership, aligning the business model, and the role of the CEO as  strategist. 

Read a piece from Michael Porter. Mr. Porter will not be in attendance.

Presenter(s): Diana Esposito, Member Services and Program Manager, CF Insights; Rebecca Graves, Executive Director, CF Insights; John Kania, Managing Director, FSG ; Mark R. Kramer, Founder and Managing Director, FSG; Caroline Jonah Merenda, Program Director, CFLeads
Moderator(s): Deborah Ellwood, Executive Director, CFLeads

Meeting Room: Empire Ballroom I, Level Two
8 a.m. - 12:30 p.m.
Preconference: Learning Forum: How Older Adults are Leading Community Change

This event is free, but separate registration is required. Breakfast is included.

Hear all about the Community Experience Partnership—a network of nine community foundations helping older adults tackle serious local issues. This rich, multiformat session will feature strategies used, lessons learned, and practical tools you'll be able to use at your foundation.

Speakers are from the following Organizations:

• Baltimore Community Foundation (MD)
• California Community Foundation
• Grand Rapids Community Foundation (MI)
• Maine Community Foundation
• The New York Community Trust
• Northland Foundation (MN)
• The Oregon Community Foundation
• Rochester Area Community Foundation (NY)
• Rose Community Foundation (CO)
• CPR Group

Presenter(s): Lynn Haglin, Vice President, The Northland Foundation; Terry Kaelber, Project Director, Community Experience Partnership - NYC, United Neighborhood Houses of NY
Session Designer(s): Diana Doyle, Principal, Community Planning & Research ; James Gillis, Initiative Manager, Community Experience Partnership

Meeting Room: Treme Meeting Room, Level Two
8:15 a.m. - 2 p.m.
AdNet Preconference Program

Saturday, September 8 - Sunday, September 9

Early registration is $350 for AdNet members and $475 for non-AdNet members. Separate registration is required.

*There is an optional AdNet Management Session and Lunch on Sunday, September 9, 9:30 a.m.–1:30 p.m.

This can’t-miss preconference event is for donor services and development staff of all experience levels and from community foundations of all sizes. You and your peers will also have many opportunities to reconnect and share your ideas and stories. Don’t miss out. Register today! We look forward to seeing you there.

Please contact cochairs Lisa Jolley (614-545-3244) or Kevin Moore (814-454-0843) for more information.

Meeting Room: Celestin Ballroom V-VIII
8:30 a.m. - 4:30 p.m.
FAOG Preconference Day

Program cost is $150 and the meeting and dinner cost is $45. Separate registration is required.

Join us for a full-day of accounting, investment, IT, and HR programming—including UBIT, donor-recommended investment management, HR compliance, understanding investment fees, and more. Talk to your peers during lunch about the topics that keep you awake at night, and wrap up with the always-anticipated FAOG business meeting and networking dinner. You’ll have fun while earning valuable CPE.

Meeting Room: Celestin Ballroom I, Level Three
12 p.m. - 5 p.m.
Preparing Your Community Foundation for Global Grantmaking

Cost is $150 for members and $250 for nonmembers. Separate registration is required.

This half-day seminar and workshop will teach you how to participate in cross-border grantmaking and provide hands-on training on key tasks such as expenditure responsibility and equivalency determination. You’ll also learn the essential skills needed to comply with legal and regulatory requirements of international grantmaking, including those related to donor-advised funds, and how international intermediaries can support a community foundation’s global grantmaking. “Preparing Your Community Foundation for Global Grantmaking” will cover the following key topics:

* Pathways to global grantmaking
* Working through international intermediaries
* Expenditure responsibility (overview and a hands-on exercise)
* Equivalency determination (overview and a hands-on exercise)
* Anti-terror compliance
* Additional concerns in global grantmaking, including country in-flow restrictions, currency exchange, and more
* Introducing global grantmaking to your donors

Don’t miss this unique opportunity to learn what it takes to fulfill the global aspirations of your donors!


Presenter(s): Daniel Rader, Senior Counsel , Council on Foundations
Moderator(s): John Harvey, Managing Director, Global Philanthropy, Council on Foundations
Session Designer(s): John Harvey, Managing Director, Global Philanthropy, Council on Foundations

Meeting Room: Irish Channel II Meeting Room, Level Two
1 p.m. - 5 p.m.
Digital Strategies for Community Foundations

This event is free, but separate registration is required.

The Knight Digital Media Center at USC/Annenberg is hosting this workshop for community foundation leaders who want to explore strategic opportunities in the digital age. Aimed at CEOs and program and communication professionals, the session will cover strategies, new approaches, and best practices for fostering informed, engaged communities.

Presenter(s): Josephine Wolfe Everly, Development Officer, The Greater New Orleans Foundation; Sara Goo, Senior Digital Editor, Pew Research Center; Beth Kanter, Author, Blogger, Trainer, Beth's Blog; Cara Matteliano, VP, Program, Community Foundation for Greater Buffalo; Kelly Ryan, President and CEO, Incourage Community Foundation
Moderator(s): Michele McLellan, Consultant, John S. & James L. Knight Foundation; Vikki Porter, Director, Knight Digital Media Center, USC Annenberg School For Communication & Journalism

Meeting Room: Irish Channel I Meeting Room, Level Two
1 p.m. - 2:25 p.m.
Film + Video Festival: Fambul Tok

A film by Sara Terry, Libby Hoffman, and Rory Kennedy

Victims and perpetrators of Sierra Leone’s brutal civil war come together for the first time in an unprecedented program of tradition-based truth-telling and forgiveness. As it shares the ancient practice of fambul tok (family talk), the film explores a culture that believes true justice lies in redemption and healing for individuals—and that forgiveness is the surest path to restoring dignity and building strong communities.

Meeting Room: TBD
1 p.m. - 5:55 p.m.
Film and Video Festival

Now in its 45th year, the Council on Foundations Film + Video Festival is the premier showcase for grantmaker-funded media. This year’s slate of films embodies the dynamic power media can have to raise awareness and reflect change.

The films will be shown at the times indicated on the session calendar. On-demand screening will also be available if you’d like to view a film on your own. Please request tapes in the screening room.

Session Designer(s): Evelyn E. Gibson, Director, Awards Programs, Council on Foundations

Meeting Room: Oasis, Level Two
1:30 p.m. - 4:30 p.m.
Advanced Legal Seminar: Charitable Giving Implications of the 2012-2013 Income and Estate Tax Environment and Gifts of Retirement Assets


Cost is $59 for members and $109 for nonmembers. Separate registration is required.


Taxpayers face a large tax increase in 2013 when the Bush Tax cuts expire. What steps should charitable gift planners take in 2012 to plan for the future tax world? What advice should donors be given when Congress delays the extension of the IRA charitable rollover? The seminar answers these and other questions as both the in-depth technical nuts and bolts of the current and future income and estate tax environment are discussed and how those environments impact charitable giving by individuals. Also discussed are strategies for handling charitable giving through gifts and bequests of retirement assets. Specific areas to be addressed include*:

·         The future of estate taxes

·         Charitable IRS rollover

·         Planning for charitable gifts of appreciated stock in light of future tax rate changes

·         Proposals to change the income tax deduction for charitable gifts

·         Lifetime and testamentary charitable gifts from retirement accounts

·         Funding trusts with retirement assets

·         How to leave a retirement account to both family and charity

·         Estate planning with retirement assets


A Q&A component will provide an opportunity for questions on the above topics and any other legal issues that keep you awake at night.



Continuing Legal Education (CLE)
The Advanced Legal Seminar has been approved by the Mandatory Continuing Legal Education Committee of the Louisiana Supreme Court for a maximum of 2.75 credit hours. For more information, please contact the Council’s Legal department at legal@cof.org or 703-879-0713.


Continuing Professional Education (CPE)

While advance preparation is not necessary and there are no prerequisites for registering, the seminar is intended for intermediate to advanced learners. CPAs who participate in this group-live event can earn 2 CPE credits. Learning objectives include: The nuts and bolts of the current and future income and estate tax environment; how those environments impact charitable giving by individuals, and; strategies for handling charitable giving through gifts and bequests of retirement assets. For questions or concerns, please contact the Council’s Legal department at legal@cof.org or 703-879-0713.


The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


*subject to minor changes pending evolving regulatory developments and timing constraints.


Presenter(s): Christopher R. Hoyt, Professor, University of Missouri-Kansas City School of Law
Session Designer(s): Kelly Shipp Simone, Vice President Legal Affairs, Council on Foundations

Meeting Room: Bucktown Meeting Room, Level Two
1:30 p.m. - 4:30 p.m.
Growing Faster and Smarter: Applying Lessons from the Irvine Community Foundation Series

This event is free, but separate registration is required.


Younger, smaller community foundations are succeeding with proven approaches to marketing, staffing, financial sustainability, board engagement, and community leadership. Join us for an interactive workshop where you’ll work with, and learn from, the practitioners and consultants who created the Community Foundations Series from The James Irvine Foundation.

Presenter(s): Veronica R. Blake , Chief Executive Officer, Placer Community Foundation; David Edwards, Principal, Sutherland-Edwards, LLC; Jim Mayfield, Board President, The Community Foundation of Mendocino County; Terence P. Mulligan, President, Napa Valley Community Foundation; Eva R. Nico, Director, FSG ; Susanne Norgard, Executive Director, Community Foundation of Mendocino County; Jeffrey R. Pickering, President and CEO, Kern Community Foundation; Christina Sutherland, Principal, Sutherland-Edwards Consultants to Philanthropy; Bob Tobin, Senior Consultant and President, Williams Group; Anne K. Vally, Senior Program Officer, Special Initiatives, The James Irvine Foundation
Session Designer(s): Anne K. Vally, Senior Program Officer, Special Initiatives, The James Irvine Foundation

Meeting Room: Treme Meeting Room, Level Two
2 p.m. - 5 p.m.
Lumina: The Conversation Continues

Pre-Conference Session
Hyatt Regency Hotel New Orleans
Johnson Meeting Room
September 9,  2pm – 5pm

Meeting Room: TBD
2:30 p.m. - 2:50 p.m.
Film + Video Festival: Sin Pais (Without Country)

A film by Theo Rigby

Two years ago, immigration agents stormed the Mejia’s house looking for someone who didn't live there. Sam, Elida, and Gilbert were undocumented and became deeply entangled in the U.S. immigration system. With intimate access and striking imagery, this film explores the complexities of the Mejia’s new reality of a separated family.

Meeting Room: TBD
3 p.m. - 4:25 p.m.
Film + Video Festival: The Learning

A film by Ramona Diaz

American teachers established the English-speaking public school system in the Philippines100 years ago. Now, in a striking turnaround, American schools are recruiting Filipino teachers. This film is the story of four Filipino teachers who come to Baltimore hoping to use their earnings to transform their families’ impoverished lives back home. However, the women’s idealistic visions of the job soon collide with Baltimore’s tough realities.

Meeting Room: TBD
3 p.m. - 6 p.m.
Exhibit Hall Hours

Meeting Room: TBD
3 p.m. - 6 p.m.
Registration Hours

Meeting Room: TBD
4:30 p.m. - 5:30 p.m.
FAOG Business Meeting

Business Meeting 4:30 – 5:30 in Celestin II

Dinner: 6:00 p.m. Bourbon House New Orleans  144 Bourbon Street (Sponsored by Mason Investment Advisory Services, Inc.)

Meeting Room: Celestin Ballroom II, Level Three
4:35 p.m. - 5:55 p.m.
Film + Video Festival: Bad Blood: A Cautionary Tale

A film by Marilyn Ness

What if your life-saving medicine contained deadly viruses—and the drug manufacturers, the government, and your own doctors knew but failed to warn you? This film chronicles how a “miracle” treatment for hemophilia became an agent of death for 10,000 Americans, as well as the hemophilia community’s powerful and inspiring fight to right the system that failed them and make it safer for all.


Meeting Room: TBD
5 p.m. - 6 p.m.
Conference Orientation

Is this your first Council conference? Do you want some tips for making the most of your time in New Orleans? Either way, stop by. You’ll be glad you did.

Session Designer(s): Edward M. Jones, Director, Conference Planning, Council on Foundations

Meeting Room: Storyville Hall Learning Lab
5 p.m. - 9 p.m.
ProNet Annual Dinner

The cost is $30 for ProNet members and $45 for nonmembers. Separate registration is required.

Ready to talk shop with your peers? Hear some new ideas and share a few of your own? Please join program officers from around the country at the award-winning Red Fish Grill. It’s located at 115 Bourbon Street, one block off of Canal Street and walking distance from the conference hotel.

Join us for networking, cocktails, and appetizers at 5:00 p.m. We’ll elect the new ProNet Steering Committee, meet some special guests, and hear from a keynote speaker doing amazing work in the Big Easy. Dinner will begin at 7:00 p.m.

Register now to be automatically entered for a chance to win a free iPad! Make sure to enter ProNet Dinner into the Fund Designation field.

You can also mail a check to Jackie Mahoney, The Community Foundation for the Greater Capital Region, 6 Tower Place, Albany, NY 12203. Checks should be made out to The Community Foundation for the Greater Capital Region. Please write ProNet dinner in the memo line.

Meeting Room: Offsite