Invest Track
For executives and board members, as well as HR and IT professionals.
FAOG Preconference Program
Sunday, September 9 - 8:30 a.m.-4:30 p.m.
Meeting and Dinner is Sunday, September 9 - 4:30-9 p.m.
Program cost is $150 and the meeting and dinner cost is $45. Separate registration is required.
Join us for a full-day of accounting, investment, IT, and HR programming—including UBIT, donor-recommended investment management, HR compliance, understanding investment fees, and more. Talk to your peers during lunch about the topics that keep you awake at night, and wrap up with the always-anticipated FAOG business meeting and networking dinner. You’ll have fun while earning valuable CPE.
Impact Investing through the Community Foundation Lens
Monday, September 10 - 10:00-11:30 a.m.
Sponsored by Russell Investments
Panelists from rural and urban community foundations will share their experiences with impact investing and discuss risk-taking, intermediary relationships, donor engagement, and navigating organizational culture.
Investment Performance and Strategy Update
Monday, September 10 - 2:30-4:00 p.m.
Sponsored by Russell Investments
Preview performance results and strategy from the community foundation investment survey and look at the long-term records of community foundations and markets as they relate to supporting different spending rates.
Partnerships with Purpose: Building Agency Endowment Assets (Learning Lab)
Monday, September 10 - 4:30-4:50 p.m.
Sponsored by Russell Investments
Learn all about a new toolkit developed by the Iowa Council of Foundations (with support from a CFLT Ideal Lab Grant) that will help you grow agency endowment funds at your community foundation. From PowerPoint presentations to workbooks, you’ll receive everything you need to create purposeful, long-lasting partnerships.
Herding Cats: How to Best Manage & Coordinate Multiple Local Investment Advisors
Tuesday, September 11 - 10:00-11:30 a.m.
Sponsored by Russell Investments
Does this sound familiar? You’ve allowed certain donors to retain their investment advisers. Now your operations are strained, your portfolio management and allocation processes are cumbersome, your investment results aren’t meeting expectations, and your development goals aren’t being met. Is there a better solution? Come to this session and find out.
Creative Affordable Employee Benefits
Tuesday, September 11 - 2:30-3:30 p.m.
Sponsored by Russell Investments
Join representatives from four foundations as they share how they’ve implemented creative, affordable ways to reward their employees, help to cover health care costs, and leave staff feeling valued. Have a question or something to share? You’ll definitely have a chance to participate in the discussion.
HR Department of One
Tuesday, September 11 - 4:00-5:00 p.m.
Sponsored by Russell Investments
For many community foundations, the HR function is either an add-on to an individual’s job description or the sole responsibility of one person. Learn how to create a sound HR infrastructure for your foundation during this interactive session.
Practical Risk Management for Community Foundations: What You Need to Know
Wednesday, September 12 - 10:00-11:30 a.m.
Sponsored by Russell Investments
This fast-paced workshop will explore best practices in risk management. Learn how to (1) gain the clearest possible perspective, (2) effectively engage your board, and (3) avoid common mistakes when designing and implementing a risk management strategy—and more.





