December 9-10, 2015 | L'Auberge Del Mar

Winter Retreat for Foundation CEOs

Leadership, Succession & Transition

Member CEOs are invited to the Winter Retreat for Foundation CEOs to be held December 9-10, at L’Auberge Resort in Del Mar, California (30 minutes north of San Diego).

As you know, organized philanthropy is experiencing many changes, especially executive transitions that are transforming not only specific foundations but the field in general. Transition, including succession planning, process, and strategic planning, demands a conversation that foundation leaders are eager to have. 

Here at the Council on Foundations, we understand the opportunities, challenges, and unique pressures CEOs – long-sitting and newly appointed – face when leading their organizations through a change in executive leadership. The Council has designed this invitation-only retreat specifically for member foundation chief executives involved in such organizational transitions.

This gathering is ideal for newly appointed member CEOs (less than 3 years in position) and member CEOs considering retiring and charged with succession planning. In an intimate setting, the CEO retreat provides participants an opportunity to learn from one another, share specific challenges, develop connections to colleagues, and discuss how to successfully steward an organization through what are, by definition, difficult transitions. The retreat will be intimate -- with informal networking time, carefully facilitated peer-to-peer engagement, relevant experts and honest conversation.

All Programming



  • All Days

  • Wednesday, December 9

  • Thursday, December 10

Wednesday, December 9

12:00 p.m. - 2:00 p.m.

Joint Networking Lunch with the Council's Board of Directors – Table Talks


2:30 p.m. - 4:00 p.m.

Opening Session: What You Always Wanted to Know and Were Afraid to Ask


5:00 p.m. - 6:30 p.m.

Networking Reception


Thursday, December 10

8:00 a.m. - 9:00 a.m.

Networking Breakfast


9:00 a.m. - 10:00 a.m.

Succession and Transition: What Boards Need to Know


10:15 a.m. - 12:00 p.m.

Managing to Change – Core Skills and Attributes for New CEO's


10:15 a.m. - 12:00 p.m.

Who's on Deck: Staff Continuity and Succession Planning


12:15 p.m. - 1:15 p.m.

Trends in Hiring


1:30 p.m. - 2:30 p.m.

Exit and Encore Careers


1:30 p.m. - 2:30 p.m.

Year One Metrics & Measurements


2:45 p.m. - 4:00 p.m.

Closing Session: Time for Action


12:00 p.m. - 2:00 p.m.

Joint Networking Lunch with the Council's Board of Directors – Table Talks


2:30 p.m. - 4:00 p.m.

Opening Session: What You Always Wanted to Know and Were Afraid to Ask


5:00 p.m. - 6:30 p.m.

Networking Reception


8:00 a.m. - 9:00 a.m.

Networking Breakfast


9:00 a.m. - 10:00 a.m.

Succession and Transition: What Boards Need to Know


10:15 a.m. - 12:00 p.m.

Managing to Change – Core Skills and Attributes for New CEO's


10:15 a.m. - 12:00 p.m.

Who's on Deck: Staff Continuity and Succession Planning


12:15 p.m. - 1:15 p.m.

Trends in Hiring


1:30 p.m. - 2:30 p.m.

Exit and Encore Careers


1:30 p.m. - 2:30 p.m.

Year One Metrics & Measurements


2:45 p.m. - 4:00 p.m.

Closing Session: Time for Action




Event Details

Registration Cancellation