9:00 AM Conference Registration Welcome to Washington, DC! Stop by the registration desk between 9:00 AM and 1:30 PM to check in and pick up your conference materials.
10:00 AM -1:00 PM Public/Private Partnerships Workshop Coffee break and lunch included. Separate registration fee required. Is your foundation exploring a public/private partnership? This workshop will discuss the role of foundations in public/private partnerships with a focus on key questions foundation leaders should ask before joining or initiating such a partnership and potential pitfalls to avoid.
Newcomers Workshop Coffee break and lunch included. Separate registration fee required. Intended for people new to the field, learn how to access CASE resources for college and university foundation executives and maximize this conference experience. Networking opportunity available. CASE members and nonmembers welcome.
2:00-3:30 Welcome and Opening Key Session: Strengthening Public Higher Education & The Role of Foundations What are the key opportunities and opportunities facing public higher education? And how can public colleges and universities partner with their foundations to help achieve their critical missions? The conference opens with a dynamic discussion with CASE President and CEO Sue Cunningham and the leaders of the three major public higher education associations.
Walter Bumphus, President and CEO, American Association of Community Colleges; Mildred García, President, American Association of State Colleges and Universities; and Peter McPherson, President, Association of Public and Land-grant Universities
Moderator:Sue Cunningham, President and CEO, CASE
4:00-5:15 Elective Sessions
5:45-6:30 Affinity Groups An opportunity for foundation executives to discuss issues in an informal setting with your peers.
Advancement Staff/Legal Counsel
6:30-8:00 Welcome Reception Join conference speakers and your colleagues to network and unwind after our first day in the nation’s capital.
8:00 Conference Adjourns for the Day Dinner on your own
8:00-9:00 Breakfast Key Session: Market Outlook What is the outlook for the U.S. economy? Will we experience a market downturn soon? Vanguard economist Josh Hirt will provide a market outlook and share thoughts on how economic trends could affect higher education and institutionally related foundations.
Josh Hirt, Economist, Vanguard
9:00-10:15 Key Session: The Future of Foundation Leadership From funding campaigns and recruiting staff to working with key donors and volunteers, foundation leaders juggle a wide variety of issues daily. A panel of foundation CEOs will discuss the challenges facing institutionally related foundations and what foundation leaders can expect on the horizon. The panel will also reflect on the changing role and expectations of foundation CEOs.
Kathy Schmidlkofer, President and CEO, University of Minnesota Foundation; Venesia Thompson-Ramsay, Chief Executive Officer, San Francisco State University Foundation; and Geraldine Gallagher, President and CEO, Valencia Foundation
Moderator: Jim Moore, Chair, CASE Board of Trustees and President and CEO, University of Illinois Foundation
10:30-11:45 Elective Sessions
Noon-1:15 PM CASE Commonfund Awards Luncheon Join us as we honor and celebrate foundation leaders who have made a significant difference at their foundations and in the larger IRF field.
1:30-3:00 Rotating Roundtables Attendees will select and rotate between three 25-minute sessions of their choice. Moderated by veteran IRF and industry professionals, these interactive roundtables provide quick-hitting content on a variety of relevant topics.
3:15-4:30 Elective Sessions
4:45-6:00 General Session: Measuring Foundation Success Join this highly interactive session for a discussion of foundation benchmarking and data-driven decision-making. The session will feature the latest fundraising data from the CASE Voluntary Support of Education Survey and data on foundation operations, staffing and structure from the FY19 CASE IRF Data Book Survey.
6:00-7:00 Evening Networking Reception
7:00 Conference Adjourns for the Day Dinner on your own
7:30-8:30 Enjoy breakfast while meeting with your foundation peers.
Advancement Staff/Legal Counsel
8:30-9:45 Elective Sessions
10:00-11:00 Commonfund Seminar: Playing to Win To support spending and neutralize inflation, foundation leaders have very high investment return targets. While they have the advantage of a perpetual time horizon, market volatility and an aging economic cycle heighten the challenge, making it critical to build resilient portfolios and align policies with the mission.
In this session, Commonfund experts will share the research findings and techniques institutions can employ to rethink their portfolios and policies. A panel of foundation leaders will then discuss which approaches will best position foundations to win in the long-term.
11:00-Noon Closing Session: Washington Update: The Latest from Capitol Hill With a presidential election on the horizon, a panel of higher ed government relations professionals will discuss what foundation leaders can expect on Capitol Hill for the remainder of the year, with a particular focus on legislative and regulatory action affecting colleges, universities, and their foundations. The panel will also share strategies on how foundation leaders can work with their institution’s government relations staff.
Liz Clark, Vice President for Policy and Research, National Association of College and University Business Officers; Leanne Hotek, Director of Federal Relations, University of Iowa; and Clayton Jones, Assistant to the President, Government & Community Relations, Monroe Community College
Moderator:Brian Flahaven, Senior Director for Advocacy, CASE