CEO & Trustee

December 5-6, 2017 | Miami, FL

2017 CEO & Trustee Retreat Logo


This schedule is subject to change.

Tuesday, December 5

8:00-9:00 a.m.

Networking Breakfast

9:00-10:15 a.m.

Spotlighting the CEO/Trustee Relationship

A successful partnership between the CEO and Board Chair is essential for organizational success. Understanding the unique responsibilities of each role is necessary for the partnership to thrive. Noting the boundaries between operations and governance while ensuring strategic alignment is paramount.

This plenary will profile what a successful CEO and Board Chair relationship looks like. Two sets of CEO and Board Chairs will share their recipe for a successful partnership, and how they communicate and deal with conflict.

For this session, we’re encouraging participants to bring candor, to share some of their more challenging experiences and how they worked to resolve them, and to evaluate their own recipes for a successful CEO and Board Chair relationship.

10:15-10:30 a.m.


10:30 a.m.-12:00 p.m.

CEO Breakout: Barriers to Success & Tools for a Good Relationship with Your Board

Moving a step deeper from the opening plenary which highlighted two examples of a successful CEO/Trustee relationship, this moderated discussion between fellow CEOs will illuminate what barriers exist and identify tools to overcome them in order to build strong relationships with their board members. Additionally, the session will provide an opportunity for CEOs to share their experiences and seek answers to how to build better relationships.

Trustee Breakout: Barriers to Success & Tools for a Good Relationship with the CEO

This moderated discussion among Trustees will explore the characteristics and dynamics of the CEO/Trustee relationship and consider what leads to organizational success. This session will provide an opportunity for Trustees to share their experiences and seek solutions in order to build better relationships with their CEO.

12:00-1:30 p.m.

Networking Lunch

1:30-2:45 p.m.

Generation to Generation: The Multigenerational Board & Workforce

A potential barrier to effective relationships is understanding the changing dynamics of the board room and workplace due to the multigenerational phenomenon. The characteristics of each generation impacts and shapes organizations. Learn how to positively leverage the multigenerational dynamic as a core component of your board and workforce cultures. Hear from experts who understand these dynamics and have the insights to help you navigate the complexities of today’s multigenerational relationships.

2:45-3:00 p.m.


3:00-4:00 p.m.

The How-To Tools Session for Overcoming Identified Barriers

Building from the day’s conversations around barriers to success, the group will be led in a frank discussion that shares barriers identified by both CEO and Trustee and create real, actionable steps for removing those barriers.

4:00-5:00 p.m.

Free Time

5:00-6:30 p.m.

Networking Reception

Light refreshments will be served. Dinner will be on your own.

Wednesday, December 6

8:00-9:00 a.m.

Networking Breakfast

9:00-10:15 a.m.

Civic Engagement: How Foundations Can Lead the Way

Council Public Policy and Government Relations staff and consultants will share the latest from Capitol Hill; articulating relevant information and intelligence around the policies that are most important to foundations. Conversation and prognostication around the 2018 mid-term elections will offer an opportunity for participants to engage in a lively discussion about all things Washington and consider how their organization could have an impact.

10:15-10:30 a.m.


10:30 a.m.-12:00 p.m.

Buliding a Strong Board, Cultivation & Culture plus Closing Remarks

Participants will hear from foundation leaders and experts about how to build a highly-engaged board. Building from the Retreat’s conversations around cultivating a positive CEO and Board Chair relationship and how organizations can leverage multigenerational dynamics in the board room, this conversation will reveal how to promote new board talent, the characteristics of a healthy board culture, and how to assess its effectiveness.