Day 1

Day 2

Day 3

PRECONFERENCE WORKSHOP

Tuesday, April 12 

3:00-5:00 PM
Foundation Stewardship Programs: Becoming the Wizards of Wow
This special preconference workshop will focus on the attributes of the top performing stewardship programs. Tom Mitchell will discuss a management tool to evaluate your program and outline suggested next steps toward a vision of becoming the best. There will be something for everyone-start up, emerging and mature programs.

5:00-6:30
Welcome Reception

CONFERENCE PROGRAM

Day 1, Wednesday, April 13

8:00-9:30 AM
Welcome and Keynote Address:
The Role of Foundations
The conference begins with a presentation by Cal Poly President Robert Glidden on the challenges facing public higher education and the role of institutionally related foundations in meeting those challenges.
Featuring: Robert Glidden, Interim President, California Polytechnic State University and President Emeritus, Ohio University

9:45- 11:00
Elective Sessions (Choose one)

• Community Colleges and Alumni Relations
  Speakers: Glenn Kaufhold, Principal, GKollaborative; Melissa Starace, Director of Alumni Affairs, Northampton Community College; and Kelly Zuniga, Executive Director, Houston Community College Foundation
• Drivers of Fundraising Success
  Speakers: Tom Hiles, Executive Director, Bowling Green State University Foundation; Jennifer Zaslow, Membership Director, Eduventures; and Cara Quackenbush, Senior Analyst, Eduventures
• FASB Update
  Speaker: Rob Leslie, Partner, Nonprofit Services, Eide Bailly, CPAs & Business Advisors

11:15 AM-12:30 PM
Elective Sessions  (Choose one)

• Taking Your Cause Public: Direct and Grassroots Lobbying by Foundations
  Speakers: Julie Lim, General Counsel, Arizona State University Foundation; and Kimberly DeMarchi, Partner, Lewis and Roca LLP
• Spending Policy
  Speakers: Gina Dugas, Chief Financial Officer, LSU Foundation; Jeff Dunn, Associate Vice President of Finance, West Virginia University Foundation; Lelsie Bram, Associate Vice President and Chief Operating Officer, University of Florida Foundation
  Moderator: William Jarvis, Managing Director, Commonfund Institute
• Boards & Fiduciary Responsibility 101 for Community College Foundations
  Speaker: Lisa Heise, Controller, Great Basin College Foundation

12:30-2:00
CASE Commonfund Awards Luncheon
Sponsored by

2:15-3:30
Elective Sessions (Choose one)

• Tax & Government Relations Update
  Speakers: Brenda Blunt, Managing Director, Mayer Hoffman McCann P.C.; and Brian Flahaven, Director of Government Relations and Institutionally Related Foundations, CASE
• Internal Controls for Foundations with Limited Resources 
  Speaker: Gregory Coy, Founding Partner, Beauchamp & Coy, CPAs, PLLC
• Investment Committees & Hire/Fire Decisions
  Speaker: Catherine Gordon, Principal, Vanguard Institutional Advisory Services

3:45-5:45
Featured Sessions (choose one)

• Strengthening Your Foundation Executive Team
  As complexity increases and the financial models for higher education change, the role of the university foundation continues to escalate in importance. Foundation executives need to become early innovators and new thinkers as they develop the "case for investment" in their foundations. This session will provide attendees with insights into best practices and emerging ideas and allow participants to actually engage in problem-solving scenarios directed at ensuring high-performance outcomes.
  Facilitated by: R.J. Valentino, President and Co-founder, The Napa Group
• Community College Foundations and the National Agenda
  How can community college foundations help their colleges achieve President Obama's goal of an additional 5 million community college graduates by 2020? A panel moderated by CASE President John Lippincott will offer strategies and advice on how community college foundations can increase philanthropic support in light of the White House initiative.
  Facilitated by: John Lippincott, President, Council for Advancement and Support of Education

5:45-7:00 PM
Reception
Sponsored by

7:00 PM
Conference Adjourns for the Day
Dinner on your own

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Day 2, Thursday, April 14

9:00-10:00 AM
The Long Road Back—When will the economy fully recover from "The Great Recession?"
Speaker: Gerald J. Swanson, professor of economics, Thomas R. Brown Chair in Economic Education, University of Arizona

10:15-11:30
Elective Sessions (choose one)

• Managing Campaigns
  Speakers: Mike Goodwin, President and CEO, Oregon State University Foundation; Shawn Scoville, Senior Vice President of Development and Campaign Director, Oregon State University Foundation
• Understanding and Managing Liquidity in a Crisis Environment
  Speakers: Brenda Lee, President, University of Toledo Foundation; Michael J. Oyster, Managing Principal, Fund Evaluation Group
• Sustainable Impact: Strategic Planning that Supports Your Foundation's Unique Culture and Dynamic
  Speaker: Richard Tollefson, President, Phoenix Philanthropy Group

11:30 AM-12:30 PM
Strategic Talent Management
Talent management is the capability to create and continuously optimize the staff resources needed to execute a business strategy-attracting and developing them; guiding their performance toward optimal productivity aligning with your organizations strategic goals; and finding new sources of value in their performance through innovation and continuous improvement. Erin Hall-Westfall will discuss the importance of investing in talent and strategies to develop a best practice talent management program at your foundation.
Featuring: Erin Hall-Westfall, Director, Recruitment and Talent Management, Office of University Development, University of Michigan

12:30-2:00
Lunch & IRF Town Hall
Leonard Raley and Tiffani Shaw will lead an interactive discussion on the issues facing the IRF field and how foundations can better communicate their value on campus and in the community.

2:00-4:30
CEO Conversation
Share best practices, strategies and advice with fellow foundation CEOs and executive directors. While topics for this discussion will be determined by the session's participants, they may include performance evaluation, working with the foundation board, metrics and using technology.
Facilitated by: Tom Mitchell, Executive Vice President, University of Florida Foundation

2:00-3:15
Elective Sessions (Choose one)

• Community College Foundations & Communications
  Speaker: Pamela Cox-Otto, Chief Executive Officer, Interact Communications
• Funding Your Foundation
  Speakers: Rebecca Hein, Chief Financial Officer, Portland State University Foundation; and Kathleen Pickard, Chief Financial Officer, University of Minnesota Foundation; Doyle Thompson, Vice President and Controller, Texas A&M Foundation
  Moderator: Karen Dunbar, Chief Financial Officer, Colorado State University Foundation
• International Fundraising and Foundations
  Speaker: Richard Tollefson, President, Phoenix Philanthropy Group

3:30-4:30
Affinity Group Roundtables

• Financial Staff
• Legal Counsel
• Community College Foundation Staff

4:30-5:30
Philanthropy Outlook
Featuring: Stacy Palmer, Editor, Chronicle of Philanthropy

7:00-9:00
Dinner Event
Sponsored by

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Day 3, Friday, April 15

 8:30-10:30 AM
Commonfund Endowment Seminar
Experts from Commonfund will provide an update on foundation endowment performance and asset allocation trends.
Featuring: William Jarvis, Managing Director, Commonfund Institute; David Bahlmann, President/CEO, Ball State University Foundation; John Lippincott, President, CASE

10:30
Conference Adjourns

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