Endowments & Finance Summit

September 6-7, 2018 | Washington, DC

2018 Endowments & Finance Logo 2018 Endowments & Finance Logo

Who's Attending

Machel Allen
Chief Investment Officer
Metis Global Partners
San Diego, CA
Sheden Alsaaty
Director of Development
Council on Foundations
Arlington, VA
Michelle Asher
Finance & Operations Manager
Tondo Foundation
Seattle, WA
Lauren Autrey
Controller
Innovia Foundation
Spokane, WA
Beth Bafford
Vice President, Syndications and Strategy
Calvert Impact Capital
Washington, DC
Dianne Bailey
Managing Director
U.S. Trust Corporation Foundation
Charlotte, NC
Stephanie Bell-Rose
Senior Managing Director and Head
TIAA Institute
Providence, RI
Ian Benjamin
Partner
RSM US LLP
New York, NY
Jared Bernstein
Senior Fellow
Center on Budget and Policy Priorities
Washington, DC
Danielle Beyer
Chief Executive Officer
New America Alliance
New York, NY
Mark Blaylock
Chief Financial Officer
Our Fund Foundation
Wilton Manors, FL
Sally Boulter
Vice President
ImpactAssets
Bethesda, MD
Janelle Brevard
Vice President of Communications
Council on Foundations
Arlington, VA
E. Thomas Brewer
Director, Finance & Administration
The Ralph M. Parsons Foundation
Los Angeles, CA
Andreason Brown
CFO
Spencer Foundation
Chicago, IL
Wendy Campos
Tax Leader, Foundations and Exampt Organizations
Moss Adams Foundation
Portland, OR
Chris Carabell
Managing Director, Head of Business Development
TIAA Endowment & Philanthropic Services
Houston, TX
Ann Casey
VP, Finance and Operations
Madison Community Foundation
Madison, WI
Bikram Chadha
Senior Managing Consultant
PFM Asset Management LLC
Philadelphia, PA
Patti Chandler
VP Finance and Administration
Baltimore Community Foundation
Baltimore, MD
Linda Childears
President & CEO
Daniels Fund
Denver, CO
Carolynn Cioffa
Management Liability Underwriter
Affinity Nonprofits
Washington, DC
Tyler Clark
Executive Director
Single Parent Scholarship Fund of Northwest Arkansas
Fayetteville, AR
Gene Cochrane
Interim CEO
Council on Foundations
Arlington, VA
Timothy Coffin
Senior Vice President
Breckinridge Capital Advisors
Boston, MA
Mark Crosswell
Managing Director, Social Impact Strategy & THE GoATL Fund
Community Foundation for Greater Atlanta
Atlanta, GA
Christopher Crothers
Senior Program Officer
Jessie Ball duPont Fund
Jacksonville, FL
Bill Curran
Vice President
Hirtle Callaghan
Haverford, Pennsylvania
Laura DeMarco
Partner/Director of Client Service & Marketing
Nicholas Investment Partners
Del Mar, CA
Dinah Dittman
National Director
Kaiser Permanente
Oakland, CA
John Dobey
Vice President of Finance and Administration
Women's Foundation of Colorado
Denver, CO
Elizabeth Dollar
Partner and Not-for-Profit National Practice Leader
Moss Adams Foundation
San Francisco, CA
Tom Donahoe
Investment Committee
Lavelle Fund for the Blind, Inc.
New York, NY
Melodie Durfee
President
Legacy Global Foundation
Mesa, AZ
Roger Estrada
Director, Endowments and Foundations, Southeast
TIAA Endowment & Philanthropic Services
Boca Raton, FL
Maria Falvo
President and CEO
American Savings Foundation
New Britain, CT
Suzanne Friday
Senior Counsel and Vice President of Legal Affairs
Council on Foundations
Arlington, VA
Robert Fryer
Chief Financial Officer
La Porte Healthcare Foundation
La Porte, IN
Joseph Geissenhainer
Investment Director
Cambridge Associates
Arlington, VA
Darius Gill
National Practice Executive, Foundation & Institutional Advisors
Northern Trust
Chicago, IL
Gail Gordon
Trustee
New York Foundation
New York, NY
William Goslee
Head of Sales and Marketing
FEG Investment Advisors
Cincinnati, OH
Robert Greene
President & CEO
National Association of Investment Companies
Washington, DC
Renae Griffin
Director
GCM Grosvenor
Chicago, IL
Michael Guido
Managing Director, Institutional Sales
Commonfund
Wilton, CT
Janine Guillot
Director of Capital Markets Policy and Outreach
Sustainability Accounting Standards Board
San Francisco, CA
Michael Hady
Executive Director
Powder Mill Foundation
York, PA
Tselote Hailemariam
Meeting Planner
Council on Foundations
Arlington, VA
Eric Hales
Videographer
Lemonlight Media
Marina Del Rey, CA
Hazle Hamilton
Executive Vice President
Community Foundation of Central Georgia
Macon, GA
Christopher Hanak
Acting Chief Investment Officer
Group Health Foundation
Seattle, WA
Karon Harden
Vice President, Professional Development
Council on Foundations
Arlington, VA
Shelly Heier
President and Chief Operating Officer
Verus
Seattle, WA
Lori Heninger
Executive Director
Montclair Fund for Women
Montclair, NJ
Billy Hensley
President & CEO
National Endowment for Financial Education
Denver, CO
Wendy Hershey
Director
Asset Consulting Group
Clayton, Missouri
Michael Hokenson
Partner
Community Investment Management
San Francisco, CA
Cambre Horne-Brooks
Executive Director
Fayetteville Public Education Foundation
Fayetteville, AR
Naomi Horsager
Chief Financial Officer
Margaret A. Cargill Philanthropies
Eden Prairie, MN
Jason Howard
Director/Partner
GCM Grosvenor
Los Angeles, CA
Brett Hunkins
Executive Vice President - Finance & Administration
Community Foundation of Greater Flint
Flint, MI
Mike Hunter
CEO
Scheidel Foundation
Falls Church, VA
Joni James
Senior Impact Director
Foundation For A Healthy St. Petersburg
St. Petersburg, FL
William Jarvis
Managing Director, Market Strategy and Delivery Executive
U.S. Trust Bank of America Private Wealth Management
New York, NY
Kenneth Jones
Vice President, Chief Financial Officer
The Annie E. Casey Foundation
Baltimore, MD
Karla Jones-Weber
Chief Financial & Administrative Officer
Community Foundation of Greater Des Moines
Des Moines, IA
Michael Kahn
Vice Chair of the Grinnell College Board of Trustees
TIAA
New York, NY
Olivier Kamanda
Director of Learning and Impact Strategy
John S. & James L. Knight Foundation
Miami, FL
Sangita Karra
Specialized Wealth Services Senior Advisory Specialist
Wells Fargo Philanthropic Services
San Francisco, CA
Deborah Kasemeyer
Senior Vice Presidnet
Northern Trust
Chicago, IL
Tim Kearney
COO
Medical College of Georgia Foundation, Inc.
Augusta, GA
Devinne Kelly
Institutional Client Development Associate
FEG Investment Advisors
Cincinnati, OH
Christopher Kohler
Director, OCIO
TIAA Endowment & Philanthropic Services
Chicago, IL
Noelle Laing
Managing Director
Cambridge Associates, LLC
Arlington, VA
Jason Lamin
Founder and CEO
Lenox Park, LLC
New York, NY
Janice Lang
Exec Director, Secretary/Treasurer
Mary Elizabeth & Gordon B. Mannweiler Foundation, Inc.
Cross River, NY
Robert Lang
President & CEO
Mary Elizabeth & Gordon B. Mannweiler Foundation, Inc.
Cross River, NY
Ruth LaToison Ifill
Vice President, Diversity, Equity and Inclusion
Council on Foundations
Arlington, VA
Brian Lauterbach
Chief Impact Officer
Network for Good
Washington, DC
Daniel Lemm
Director of Finance/Treasurer
Blandin Foundation
Grand Rapids, MN
Stephanie Link
Managing Director & Equity Portfolio Manager
Nuveen Investments
Chicago, IL
Simon Luethi
Principal
8 Salamander Productions
New York, NY
Lorna Magill
CFO
PATH Foundation
Warrenton, VA
Michael Marsh, CFM
SVP, Regional Director
Northern Trust
Washington, DC
Carol Martin Brown
Director of Finance
Foundation For A Healthy St. Petersburg
St. Petersburg, FL
Juan Martinez
Vice President, Chief Financial Officer & Treasurer
John S. & James L. Knight Foundation
Miami, FL
Mary Leigh McDaniel
Trustee
PATH Foundation
Warrenton, VA
Ben McDearmon
Law Clerk & Legal Administrator
Council on Foundations
Arlington, VA
Bruce McNamer
President and CEO
Greater Washington Community Foundation
Washington, DC
Julie Morris
Partner
Kidderbrook Group
Chatham, NJ
Nanci Morris
Managing Partner
Kidderbrook Group
Chatham, NJ
Kevin Murphy
President
Berks County Community Foundation
Reading, PA
Heather Myers
Non-Profit Practice Leader
Aon Hewitt
Waltham, MA
Michelle Nelson
Chief Financial Officer
Community Foundation for a Greater Richmond
North Chesterfield, VA
Sheila Noonan
Partner, Non-Profit Investment Solutions
Aon Hewitt
Chicago, IL
Kathryn Norris
Grants and Office Manager
Stewart R. Mott Foundation
Washington, DC
Gil Nusbaum
General Counsel
National Philanthropic Trust
Jenkintown, PA
Tim O'Donnell
Senior Vice President, FEG Investment Advisors
FEG Investment Advisors
Indianapolis, OH
Kevin O'Leary
CEO, Endowments & Philanthropic Services
TIAA Endowment & Philanthropic Services
Denver, CO
Anne Ollen
Senior Director
TIAA Institute
New York, NY
Jason Palmer
Senior Managing Consultant
PFM Asset Management LLC
Chicago, IL
Linda Perryman Evans
President and CEO
Meadows Foundation
Dallas, TX
Brigid Peterson
Endowments & Foundations Advisor
Brown Advisory
Baltimore, MD
Emma Pierce
Foundation Coordinator
Fayetteville Public Education Foundation
Fayetteville, AR
A.J. Pietrantone
VP for Finance and Administration
Berkshire Taconic Community Foundation, Inc.
Sheffield, MA
Jennifer Price-Letscher
Director, Programs & Special Projects
The Ralph M. Parsons Foundation
Los Angeles, CA
Ginny Quick
Nonprofit Financial Management Consultant
FEG Investment Advisors
Tiburon, OH
Allison Rafti
Director, Membership & Marketing
Council on Foundations
Arlington, VA
Colin Rajala
Senior Reporter
Nonprofit News
New York, NY
Angela Rees
CFO
Medical College of Georgia Foundation, Inc.
Augusta, GA
David Richardson
Managing Director of Research
TIAA Institute
Charlotte, NC
Cathleen Rittereiser
Executive Director
Commonfund Institute
Wilton, CT
Carrie Robinson
Membership Manager
Council on Foundations
Arlington, VA
Daniela Rodriguez Ranf
Program Manager
Council on Foundations
Arlington, VA
Rebecca Rothey
Vice President of Development & Senior Philanthropic Advisor
Greater Washington Community Foundation
Washington, DC
Randy Royster
President & CEO
Albuquerque Community Foundation
Albuquerque, NM
Mary Jane Rynd
President and CEO
Virginia G. Piper Charitable Trust
Phoenix, AZ
Leslie Sabin
Finance Director
Pikes Peak Community Foundation
Colorado Springs, CO
Kevin Sanchez
SVP - Senior Institutional Consultant
UBS Institutional Consulting
Walnut Creek, CA
Angie Santo-Walter
Director, Non-profits and Healthcare Systems
Russell Investments
Seattle, WA
Shanaysha Sauls
President and CEO
Baltimore Community Foundation
Baltimore, MD
Nicholas Schiavo
Chief Financial Officer
Leona M. and Harry B. Helmsley Charitable Trust
New York, NY
Shannon Scott
Chief Financial Officer
Greater Washington Community Foundation
Washington, DC
Luke Scuitto
Development Associate
Council on Foundations
Arlington, VA
Christine Searson
Vice President of Finance
The Saint Paul & Minnesota Community Foundations
Saint Paul, MN
Amy Seto
Endowments & Foundations Relationship Advisor
Brown Advisory
Baltimore, MD
Lauren Shephard
Controller
Community Foundation for a Greater Richmond
Richmond, VA
Peter Simmons
Chief Operating Officer
Doris Duke Charitable Foundation
New York, NY
William Smith
President and CEO
Santa Fe Community Foundation
Santa Fe, NM
Karen Smith
Vice President & Treasurer
The Johnson Foundation At Wingspread
Racine, WI
Steven Snyder
Managing Director, Head of Relationship Management
Commonfund
Wilton, CT
Julianne Sobral
Chief Operating Officer
Council on Foundations
Arlington, VA
Javier Soto
President and CEO
The Miami Foundation
Miami, FL
Dave Stangis
Vice President Corporate Responsibility, Chief Sustainability Officer
Campbell Soup Company
Camden, NJ
Eugene Steuerle
Institute Fellow and Richard B. Fisher Chair
Urban Institute
Washington, DC
Christine Stobaugh
Chief Financial Officer
Gulf Coast Community Foundation (FL)
Venice, FL
Courtney Straus
Managing Director
J.P. Morgan
Washington, DC
Hadar Susskind
Vice President of Public Policy
Council on Foundations
Arlington, VA
Nancie Suzuki
Executive Director
Richard E. & Nancy P. Marriott Foundation, Inc.
Bethesda, MD
Phillipa Taylor
Chief Financial and Administrative Officer
Public Welfare Foundation
Washington, DC
Jordan Toliver
Videographer
Lemonlight Media
Marina Del Rey, CA
Charles Twichell
Executive Director
Prince Charitable Trusts
Chicago, IL
Christy Utberg
Director of Finance and Adminstration
The Goizueta Foundation
ATLANTA, GA
Jeri VanderVinne
Finance Specialist
Community Foundation of the Great River Bend
Bettendorf, IA
Rebecca Viser
Director of Communications
Council on Foundations
Arlington, VA
Kendra Walker
Underwriting Professional
Affinity Nonprofits
Washington, DC
Todd Walker
Managing Director
The Duke Endowment
Charlotte, NC
Geraldine Watson
Vice President for Finance and Operations
Rockefeller Brothers Fund, Inc.
New York, NY
Stephen Webster
CFO & Vice President of Finance
Kansas Health Foundation
Wichita, KS
Nina Weissberg
Vice President and Secretary
Weissberg Foundation
Arlington, VA
Amanda White
Relationship Manager
Vanguard
Wayne, PA
Giselle White
Vice President, Sales and Client Relations
DGHM & Co., LLC
New York, NY
Steve Williams
CFO
Morgan Family Foundation
Yellow Springs, OH
Colleen Williams
Partner
RSM US LLP
Blue Bell, PA
Nick Williams
Finance Director
Albuquerque Community Foundation
Albuquerque, NM
Don Williamson
VP Finance & Treasurer
W.K. Kellogg Foundation
Battle Creek, MI
Jack Willoughby
Chief Financial Officer
First Community Foundation Partnership of Pennsylvania
Williamsport, PA
Laura Wirick
Principal
Meketa Investment Group
Carlsbad, CA
Rochelle Witharana
Controller/Director of Finance
The California Wellness Foundation
Woodland Hills, CA
Maria Woodruff-Wright
VP Operations & CFO
Skillman Foundation
Detroit, MI
Luis Zervigon
Trustee
RosaMary Foundation
New Orleans, LA