Conferences & Training
Program - Annual Conference for Institutionally Related Foundations

Day 1 Day 2 Day 3
Day 1, Wednesday, April 18

Preconference workshop

9:00 AM
Conference Registration
Welcome to Miami! Stop by the registration desk between 9:00 AM and 1:00 PM to check in and pick up your conference materials.

10:00 AM -NOON
IRF Newcomers Workshop
Intended for people new to the IRF field, learn how to access CASE resources for foundation executives and maximize this conference experience. Networking opportunity available. CASE members and nonmembers welcome.

Separate registration fee required.

Main Conference

Welcome and Opening Session
Chair Julie Falgout, president and CEO of the University of Lousiana-Lafayette Foundation, will welcome attendees to the 26th annual conference. Businesswoman and philanthropist Anita Zucker will share her thoughts and perspectives on the role of philanthropy in public higher education.
Anita Zucker, Chief Executive Officer, The InterTech Group, Inc.

Elective Sessions

  • Strategic Planning
    Shawn Scoville,
    Executive Vice President, Oregon State University Foundation
    Kristin Watkins,
    Associate Vice President of Development, Oregon State University Foundation
  • The Economy, Markets and Implications for IRFs
    Scott will discuss in understandable terms the key aspects of the world economy and financial markets, especially looking forward the next five to 10 years. What are the most important economic and investment factors that a foundation's leadership should consider for the long term? What are the implications of current valuations (equities, fixed income, and other investments) on portfolio diversification, future returns, and cash flows? What should institutional fundraising professionals be proactively discussing with major donors in light of the outlook for the economy and markets?
    Scott Middleton,
    Chair, Investment Committee, Innovest Portfolio Solutions
  • FASB Accounting Update
    Jeff Fucito,
    Partner, Mauldin & Jenkins, LLC
    Jon Schultz, Director, Mauldin & Jenkins, LLC

Affinity Groups
An opportunity for foundation executives to discuss issues in an informal setting with your peers.

  • CEOs/EDs/COOs
  • CFOs/Controllers/Financial Staff
  • Community College Foundation Staff
  • Advancement/Legal Counsel

Welcome Reception
Join conference speakers and your colleagues to network and unwind after the first day.

Conference Adjourns for the Day
Dinner on your own

[back to top]


Day 2, Thursday, April 19

Breakfast Roundtables
Small and interactive, facilitated discussions.

Separating Fact from Fiction: State Scrutiny of Institutionally Related Foundations
As public colleges and universities continue to raise more and more private support, state lawmakers and officials are beginning to ask more questions about the role of foundations. An expert panel will discuss IRF scrutiny in their states and share strategies on how foundation leaders can demonstrate their value to state officials.
Moderator: Brian Flahaven, Senior Director for Advocacy, CASE
Scott Hawkins, Board Member, University of Florida Foundation
Katherine Sawyer, Executive Director, Elgin Community College Foundation
Kimera Way, Executive Director, University of Wisconsin-Eau Claire Foundation

Elective Sessions

  • Giving Patterns of High Net Worth Donors
    William Jarvis,
    Managing Director, Market Strategy and Delivery, US Trust
  • Better Together: Building Strong College and Foundation Relationships
    Since President Stefani Hicswa's arrival at Northwest College in 2013, she and Foundation Executive Director Shelby Wetzel have forged a successful team that locals affectionately refer to as ‘Thelma and Louise.' They'll share insights to help you:
    • Structure a Memorandum of Understanding that brings about a meaningful partnership,
    • Promote collaboration between College and Foundation board members regarding fundraising planning,
    • Function as a powerful team in donor cultivation and solicitation.

    Stefani Hicswa, President, Northwest College
    Shelby Wetzel, Executive Director, Northwest College Foundation

  • Investment Officer Panel - Meeting the Challenges of 2018 and Beyond
    In this interactive session, investment managers from three endowments will discuss their thoughts on the challenges and opportunities in the current market environment. You will hear discussion on a variety of investment topics that are sure to be prevalent in investment committee meetings this year. Additionally, the panel will discuss topics that are most relevant to donors, such as how they can use endowments to maximize their impact on their University.
    Moderator: Ken Redd, Senior Director, Research & Policy Analysis, NACUBO
    Ken Souza, Director of Investments, University of South Florida Foundation
    Charmel Maynard, Associate Vice President/University Treasurer, University of Miami
    Rip Mecherle, Chief Investment Officer, University of Tennessee

Awards Luncheon
Honor the 2018 recipients of the 2018 CASE Commonfund Institutionally Related Foundation Awards.

IRFx Sessions
Experts from local Miami business schools will provide quick-hitting presentations on topics related to leadership and management.
Sheryl Alonso,
Academic Director, Johnson A. Edosomwan Leadership Institute and Lecturer, Management, University of Miami School of Business
Jaime Franco,
Adjunct Lecturer, Department of Management and International Business, Florida International University College of Business

Elective Sessions

  • Trends in Foundation Funding
    Kim Elliott,
    Chief Financial Officer, University of South Carolina Foundations
    Rob Fischman,
    Chief Financial Officer, University of South Florida Foundation
    Michelle Matis,
    Chief Financial Officer, Valencia Foundation
    Dale Palmer,
    Chief Financial Officer, Georgia State University Foundation
  • The Four Disciplines of Execution: Achieving your IRF's Wildly Important Goals
    The University of Colorado Foundation's Senior Leadership Team has engaged in strategic planning and goal setting for FY 2018. The process included a series of meetings among senior staff to identify, prioritize and define the Foundation's strategic goals. This effort has been guided by the approach described in the book, The 4 Disciplines of Execution, by Chris McChesney, Sean Covey and Jim Huling.
    Mike Pritchard,
    Chief Financial Officer, University of Colorado Foundation
  • Gift Acceptance Issues in Higher Education: How to Protect Your Institution
    Should your Institution accept every gift that comes its way? It's hard to say "No thanks!" to donors, but sometimes that may be the best answer. This session will focus on issues surrounding the acceptance and processing of various gifts that are common in Higher Education Institutions.
    Jeff Fucito,
    Partner, Mauldin & Jenkins, LLC
    Jon Schultz,
    Director, Mauldin & Jenkins, LLC

Strengthening Foundation Communications
How is your foundation perceived by students? Donors? The public? Are your foundation and institution on the same page when it comes to messaging? A panel of senior leaders in foundation communications will share insights on how IRFs can strengthen their brand. Tips for working with media will be discussed.
Moderator: Anne Botteri, Vice President of Marketing and Communications, Embry-Riddle Aeronautical University
Dorothy Endacott, Vice President, Marketing Communications, University of Nebraska Foundation
Dana Larson, Executive Director, Communications and Marketing, University of Iowa Center for Advancement

Evening Networking Reception

Conference Adjourns for the Day
Dinner on your own

[back to top]


Day 3, Friday, April 20

8:00-8:30 AM
Continental Breakfast

Elective Sessions

  • Bridging the Endowment Gap: Advancement for Small Foundations
    Smaller and emerging college foundations need to grow and sustain their endowments and annual funds. Often times these under-funded foundations serve communities where need is greatest. The need for development in high-need, low-resource communities is urgent. As they strive for greater impact, it is imperative that small foundations explore creative ways to increase access to resources amid challenges of geography, demography, and capacity. This session explores how small and emerging foundations can meet the ever-mounting challenges to secure public and private support to sustain and build communities for future generations.
    Terry Mulert,
    Executive Director, Northern New Mexico College Foundation
  • Day to Day Tax Complexities
    Participate in an audience driven session addressing various tax issues frequently encountered by Foundations. Topics will include common risk areas important to nonprofits such as "Unrelated Business Income", "Compensation and Fringe Benefits", "Governance", "State and Local Compliance Considerations", "Corporate Sponsorships and Advertising", "Fraud", and more! During the session, audience members will guide the presenter through the questions and answers on complex tax topics frequently impacting Foundations. Participants will walk away with a great mix of internal and external perspective while guiding the direction of the presentation, in addition to learning the varied perspectives of colleagues.
    Karen Gries,
    Principal, CliftonLarsonAllen LLP
  • Building a Strong Foundation Board That's Meaningful to Your Organization and Your Board Members
    Do you feel like your foundation board members are not supporting you, your organization and ultimately not satisfied with their volunteer role? A formal board contract, restructuring and other activities may help revitalize your board in ways you never thought possible. Join my session to receive hands on templates and tips on how you can change the philanthropic culture and effectiveness of your foundation board.
    Kristen Bennett, Executive Director, Trinity Valley Community College Foundation

Commonfund Seminar
Commonfund Institute staff lead a discussion on endowment performance. Data from the 2018 NACUBO-Commonfund Study of Endowments will be referenced.

11:00 AM-NOON
Closing session: Washington Update
During the fast and furious 41 days that federal tax reform legislation was introduced, debated, passed and signed into law, higher ed won some battles and lost others. How does the new law affect IRFs? And what advocacy strategies made the difference? This session will focus on the lessons learned from the great tax reform debate of 2017 and how foundations can use these lessons to shape future advocacy efforts.
Brian Flahaven, Senior Director for Advocacy, CASE

Conference Adjourns

Day 1 Day 2 Day 3