CASE Home17th Annual CASE Conference for Institutionally Related Foundations17th Annual CASE Conference for Institutionally Related Foundations17th Annual CASE Conference for Institutionally Related Foundations
 
 
 
 
 
 
 
 
 

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17th Annual Conference for Institutionally Related Foundations
March 25–27, 2009
The Westin Mission Hills Resort & Spa
Rancho Mirage, Calif.

Newcomers Preconference Seminar
Tuesday, March 24, 2009

This annual meeting of foundation CEOs, CFOs, COOs, Counsels, and other senior professionals provides a forum to learn about the critical and emerging issues affecting institutionally related foundations. In-depth presentations by senior professionals set the stage for smaller elective sessions.

Benefits of Attending

  • Learn the key attributes of high-performing institutionally-related foundation boards and how to work with your institution’s president, as well as get an overview of the state of higher education in our general sessions.
  • Attend elective sessions on critical topics like strategic communications in difficult times, federal scrutiny of endowments, UPMIFA, FASB’s new financial reporting rules for endowments and budget restructuring.
  • Take advantage of learning opportunities geared toward both small and community college foundations, including getting started with alternative investments and compliance issues at small shops.
  • Participate in an optional workshop that focuses on changes to the Form 990, as well as a seminar on the latest trends in endowment management presented by Commonfund.
  • Enjoy numerous opportunities to network and build relationships with foundation colleagues.

 Who Should Attend

  • Foundation CEOs
  • Foundation financial officers
  • Foundations operations officers
  • Foundation counsels
  • Other senior staff or volunteers who play a role in foundation management

 

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