Especially for foundation executives and board members.

CEO Retreat - Leadership for a Community’s Brighter Future: Why Strategy Matters

Saturday, September 8, 3-8 p.m. (includes dinner)
Sunday, September 9, 8 a.m.-12 p.m. (includes breakfast)
Only CEOs of a community foundation may attend this event. Cost is $350 for members and $500 for nonmembers. Separate registration is required.

The CEO Retreat is based on the work of Michael Porter, a leading authority on competitive strategy and the application of strategic principles to social problems. His work will be adapted by FSG, CFLeads, and CF Insights and applied to the unique roles of community foundations. Topics will include how to work with the board to achieve strategic clarity, aligning for stronger community leadership, aligning the business model, and the role of the CEO as  strategist. 

Read a piece from Michael Porter. Mr. Porter will not be in attendance.

Advanced Legal Seminar: Charitable Giving Implications of the 2012-2013 Income and Estate Tax Environment and Gifts of Retirement Assets

Sunday, September 9, 2012, 1:30-4:30 p.m.
Cost is $59 for members and $109 for nonmembers. Separate registration; is required.

Taxpayers face a large tax increase in 2013 when the Bush Tax cuts expire. What steps should charitable gift planners take in 2012 to plan for the future tax world? What advice should you give donors when Congress delays the extension of the IRA charitable rollover? These questions and others will be answered, and there also will be time to discuss some of the other legal issues that keep you awake at night. Continuing Legal Education (CLE)<BR>The Advanced Legal Seminar has been approved by the Mandatory Continuing Legal Education Committee of the Louisiana Supreme Court for a maximum of 2.75 credit hours. For more information, please contact the Council’s Legal department at legal@cof.org or 703-879-0713.

Changing of The Guard: Managing CEO Transitions

Monday, September 10 - 10:00-11:30

CEO transitions aren’t always easy. Representatives from three community foundations that have recently undergone a leadership change will offer a look at their planning, their search process, and the institutional reorganization that resulted.

How do they do it? CEOs reflect on Community Leadership and the Business Model

Monday, September 10 - 2:30-4:00 p.m.

Be a fly on the wall during a conversation between some of the most forward-thinking and innovative leaders in the community foundation field. You’ll hear them ruminate about the tough challenges and hard-earned victories associated with staffing, funding, and setting strategy to move a community leadership agenda.

Mapping Foundation Operations to Mission

Monday, September 10 - 4:30-6:00 p.m.

How do you create a framework to assess and evaluate community foundation staff functions? We'll explore the options during this session and discover how they contribute to a foundation’s mission and outcomes.

10 things I wish I had known as a New Board Member

Monday, September 10 - 4:30-6:00 p.m.

Being on the board of a community foundation is exciting and challenging. Veteran board members will share some of the important lessons they’ve learned and provide valuable insights so that you can also be a productive supporter of your foundation’s mission. Bring your burning questions for the Q&A at the end.

Leadership at the Edge: Do you have the stomach for it?

Tuesday, September 11 - 10:00-11:30

Community foundations are venturing into public policy, an area that is fraught with potential risk but also great returns. Some are taking on volatile social questions, while others are taking on policymakers and elected officials. Foundation representatives who manage civic leadership projects will share their adventures in public policy.

Leader to Leader: The Risks and Rewards of Impact Investing for CEOs and Trustees

Tuesday, September 11 - 1:30-3 p.m.

For members only. Open to CEOs and Board Members.

Impact investing is an excellent way for community foundations to unleash more capital into their communities using assets such as debt and equity in addition to grants. Join us for a high-level overview of impact investing from both a governance and operational perspective using discretionary and donor-advised dollars.

The History and Future of the National Standards for US Community Foundations

Tuesday, September 11 - 4:00-5:00 p.m.

Since the National Standards were adopted in 2000, nearly 500 community foundations have participated in the accreditation program. Come and participate in a spirited discussion about the history, vision, and philosophy of the National Standards, which will be revised again in 2013.

Leader to Leader: Collective Impact

Tuesday, September 11 - 4-5:30 p.m.

For members only. Open to CEOs and Board Members.

Collective impact is generating a lot of buzz across the community foundation field. What is it? How is it different from other forms of collaborative action? What is the role of community foundations in leading and supporting these efforts? These questions and others will be answered during this special session for trustees and CEOs.

Balancing Humanistic and Technocratic Approaches in Community Foundation Giving

Wednesday, September 12 - 10:00-11:30

Mirroring the philanthropic community as a whole, community foundations are increasingly focusing on strategic philanthropy and community leadership. Yet some in the field believe that foundations are dictating solutions instead of responding to the needs of their communities. Hear how community foundations can balance the need to be responsive and adaptive with the need to apply rigor and strategy to their giving.