Join foundation leaders for an opening panel discussion around big challenges our institutions are currently facing, priorities that have emerged in a post-pandemic world, and how foundations can be strategic leaders in support of our partner institutions.

This session will explore the role of how both Management and the Board approach risk and how to create an effective reporting tool to monitor and understand the risk management process for effective oversight. Topics include: what is your risk appetite -- are you taking too much risk or not enough; proactive approach for Identifying and mitigating risk; categories of risk, likelihood and impact; and risk monitoring tool and how it is used.

Are you prepared to outperform you peers, the industry, or your current trajectory? This session will help you explore how effective and engaged strategic planning can put you, your foundation, and your academic institution on a path to outperform the industry and the current trendlines. Examining how to identify goals (not just financial) that matter and have immediate and long last impact allows you to build the strategies, tactics and key benchmarks for new levels of success.

The Memorandum of Understanding (MOU) between a foundation and an institution ideally memorializes a shared vison for the partnership. Too often, MOUs are use as a contractual constraint to manage risk in in lieu of solid policies and governance practice. A good MOU process builds understanding of and commitment to the partnership among both administrators and board leaders. This session will share AGB’s newly revised Illustrative MOU and engage a group of foundation leaders in a discussion about the ways institution-foundation partnerships are changing and recommendations for the development, review, and renegotiation of MOUs as tool to foster effective collaboration.

Participate in this opportunity for foundation executives and senior staff to network and engage informally on issues with your peers. Groups include: - CEOs/EDs/COOs - Community Colleges Foundation Staff - CFOs/Controllers/Financial Staff - Advancement Staff/Legal Counsel - HBCUs/Minority-Serving Institutions