CASE/Fundminer Advancement Roundtable Results: Architecting the Future of Fund Management
9:30 AM - 10:30 AM CT
Speaker(s): Aaron Rouse, Director of Fund Stewardship and Management, University of Nebraska Foundation, Chelsea Lamego, Co-Founder and CEO, FundMiner
Competencies: Business and Financial Acumen
Elective Session
In the fall of 2024, CASE partnered with FundMiner to launch a Roundtable Series aimed at exploring and developing a common framework for fund management practices, guidelines, and standards. These roundtables included 30+ CASE member institutions, addressing four key areas of fund management practice. This session will present the results from each of the four sessions, showcasing one institution in each discussion area:
· Fund management Oversight, Transparency, and Accountability
· Common Standards in Fund Management
· Impact and Financial Reporting
· Monitoring, Hygiene and Best Practices in Fund Management