8:30 a.m. - 4 p.m.
CEO Workshop - Transforming Your Role and Impact: Leadership Through Challenging Times

The Council is once again partnering with the National Center for Family Philanthropy to present a one-day workshop designed specifically for family foundation CEOs.  Drawing on the National Center for Family Philanthropy’s 15 years of research, education, advocacy and support for the field, this day-long CEO Workshop will examine the complex and connected systems of family, foundation, business and community that CEOs operate in.  A special focus will be on leadership through challenging times and navigating conflict.  Stephanie Smith, a nationally recognized trainer and consultant on preventing, managing and resolving conflict, will lead participants through skill building exercises that can help transform their ability to achieve success. Small group consultations will address participants’ own challenges in a confidential and supportive setting.  Don’t miss this interactive, engaging session featuring leading CEOs from family foundations across the country.

Download the presentation slides:

Presenter(s): Christine A. Elbel, Executive Director, Fleishhacker Foundation; Virginia M. Esposito, President, National Center for Family Philanthropy; Katherine Lorenz, President and Treasurer, The Cynthia and George Mitchell Foundation; Tony Macklin , Executive Director, Roy A. Hunt Foundation; David M. Nee, Executive Director, William Caspar Graustein Memorial Fund
Session Designer(s): Elizabeth B. Sullivan, Managing Director, Corporate, Independent and Family Philanthropy, Council on Foundations; Kathy Whelpley, Vice President, National Center for Family Philanthropy

Meeting Room: Sacramento, Tower Meeting Room
10 a.m. - 5 p.m.
Institute for New Philanthropists-Day 1

Cost is $269 for members and $419 for nonmembers.

Are you starting a foundation or another giving vehicle? Leading a foundation through some new strategies? Take advantage of this multigenerational learning experience designed for anyone embarking upon a philanthropic journey. Regardless of your role, you will leave with useful information on investment strategies, grantee evaluation, and other timely topics.

Presenter(s): Sarah Abbott, National Organizer, Resource Generation; Melanie Audette, Manager, Education and Training, Mission Investors Exchange; Caroline D. Avery, President, The Durfee Foundation; Carol S. Larson, President and CEO, The David and Lucile Packard Foundation; Jennifer Ratay , Program Officer, Organizational Effectiveness, The William & Flora Hewlett Foundation; Sue Schwartzman, Director of Youth Philanthropy, Jewish Community Federation and Endowment Fund; Kelly Shipp Simone, Vice President Legal Affairs, Council on Foundations; Sarah Stranahan, Associate Director of Programs, Bolder Giving; Matt Taylor, Business Development, IDEO.org; Rebecca Trobe, Principal, Impact Coaching & Consulting; Colburn S. Wilbur, Trustee and Past President, The David and Lucile Packard Foundation
Moderator(s): Barbara Taylor, Program Associate, 21/64, The Andrea and Charles Bronfman Foundation, Inc.; Danielle Oristian York, Director, 21/64
Session Designer(s): Sharna Goldseker, Managing Director, 21/64, The Andrea and Charles Bronfman Philanthropies, Inc. ; Danielle Oristian York, Director, 21/64

Meeting Room: Hillsborough, Tower Meeting Room
2 p.m. - 2:15 p.m.
The Genius is In: Got app? Family Philanthropy Conference App Demonstration

Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.

Meeting Room: Regency Ballroom, Ballroom Level
2:30 p.m. - 4 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.

Watch the trailer.

Meeting Room: Empire Room, Ballroom Level
2:30 p.m. - 2:45 p.m.
The Genius is In: Sustainable Investing in Fixed Income

This presentation will discuss the case for environmental, social and governance “ESG” analysis in the bond markets, and consider options beyond the limits of negative screening. Sustainable fixed income investing can be an essential strategy for building risk adjusted investment returns and social returns. Responsible investors and fixed income investors will find the presentation timely. 

Presenter(s): Tim Coffin, Senior Vice President, Breckinridge Capital Advisors

Meeting Room: Regency Ballroom, Ballroom Level
3 p.m. - 5 p.m.
Preconference Off Site Experience: A Private Wine Tasting at the Award-Winning J. Lohr Vineyards

This event is currently at capacity and preregistration is closed.

Join us to experience two hours of immersion in the world of wine. This outing is for enthusiasts of all types, from the merely curious to the master connoisseur. This is a rare opportunity to talk with wine makers; pick up tips on selecting, buying, and serving the right vintage; and hear about the Lohr family’s philanthropy. A short, shuttle bus ride will get you there in 10 minutes or less. Preregistration is required.  

Session Designer(s): Carolyn Doelling, Director of Philanthropic Services, East Bay Community Foundation

Meeting Room: Off-Site
3 p.m. - 3:15 p.m.
The Genius is In: Got app? Family Philanthropy Conference App Demonstration

Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.

Meeting Room: Regency Ballroom, Ballroom Level
4 p.m. - 4:15 p.m.
The Genius is In: Got app? Family Philanthropy Conference App Demonstration

Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.

Meeting Room: Regency Ballroom, Ballroom Level
4:10 p.m. - 5:30 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.

Watch the trailer.

Meeting Room: Empire Room, Ballroom Level
4:30 p.m. - 4:45 p.m.
The Genius is In: Sustainable Investing in Fixed Income

This presentation will discuss the case for environmental, social and governance “ESG” analysis in the bond markets, and consider options beyond the limits of negative screening. Sustainable fixed income investing can be an essential strategy for building risk adjusted investment returns and social returns. Responsible investors and fixed income investors will find the presentation timely. 

Presenter(s): Tim Coffin, Senior Vice President, Breckinridge Capital Advisors

Meeting Room: Regency Ballroom, Ballroom Level
8 p.m. - 10 p.m.
Welcome Party

One word says it all, WELCOME! Kick off your three-day learning experience at the Family Philanthropy Conference Welcome Reception. Take some time to enjoy refreshments and reminisce with colleagues you met at a previous conference or get acquainted with new friends.

Meeting Room: Pagoda Restaurant, Lobby Level