| 11:30 - 1:00 PM |
Arrival & Registration Check In
|
| 11:30 - 1:00 PM |
Pre-Conference League Member Business Meeting
|
| 12:30 - 1:00 PM |
Break
|
| 1:00 - 2:30 PM |
Welcome Luncheon and Keynote Speaker
|
| 2:30 - 3:00 PM |
Break
|
| 3:00 - 4:45 PM |
Sessions
- Board-Only Session
- Workplace Equity: How Hidden Biases are Becoming
Hidden Barriers for Your Employees and You
- Professional Advisors: Growing Win/Win Relationships
- (Additional sessions on program and advancement topics
are in development)
|
| 3:00 - 4:00 PM |
Sessions
- Community Investing in Your Portfolio
- Creative Use of Supporting Organizations
|
| 4:10 - 5:00 PM |
Sessions
- Managing Inflation Risk in Your Investment Portfolio
- UPMIFA Update
|
| 3:00 - 4:00 PM |
Roundtable Discussions
- Charitable Gift Annuities in California
- Administering Health and Retirement Plan Benefits
|
| 4:10 - 5:00 PM |
Roundtable Discussions
- Payroll Administration
- Program Related Investments
|
| 5:00 - 5:45 PM |
What Can We Do Together? Building the League Network
|
| 5:45 - 6:30 PM |
Break
|
| 6:30 - 9:00 PM |
Dinner and Plenary Speaker
|
Monday, September 8
|
| 7:30 - 8:30 AM |
Breakfast and Plenary Speaker
|
| 8:30 - 8:45 AM |
Transition
|
| 8:45 - 10:00 AM |
Session One
- If We Lead, Will They Follow? Community Leadership and
Community Foundations
- And When They Got There, The Cupboard Was (Still)
Bare...The State Budget Crisis and Implications for California's
Communities
- Online Donor Engagement
- The Safety Net Isn't Working:
Foster Care in California and How Community
Foundations Can be Part of a Solution
- Walking the Walk: Let' Have a Frank Discussion About Diversity
in Our Organizations and Our Communities
- Sustainable Development
- Donor Restrictions: What Will They Think of Next?
- Legal Issues for Supervisors and Managers
|
| 10:00 - 10:30 AM |
Break
|
| 10:30 - 11:45 AM |
Session Two
- Leadership Transitions
- The Changing Faces of Philanthropy: Cultivating Donors
of Color and Diversity -- Challenges for Community Foundations
- What Do You Have To Do To Complete the Gift?
- Investment Portfolio Construction & Portfolio Risk Management
- Bringing Your Organization to Life Through Digital Media
and Web 2.0
- (Additional sessions on program topics are in development)
|
| 10:30 - 11:45 AM |
Roundtable Discussions
- Community Foundation 'Dashboard' Metrics: A Tool
for Accountability
- Making the Most of Your Community Foundation Database
- Publications Roundtable: Show and Tell
- Attracting and Servicing Large Funds
- Business Continuity Resources
- Establishing Salaries and Administering Personnel Policies
|
| 11:45 - 12:00 PM |
Transition
|
| 12:00 - 1:30 PM |
Luncheon and Keynote Speaker
|
| 1:30 - 1:45 PM |
Transition
|
| 1:45 - 3:00 PM |
Session Three
- Re-Defining Growth for Community Foundations
- Making Tough Choices: Grantmaking Priorities, Decisions
and Tradeoffs from the Board Perspective
- Measuring Communications Investments
- The New Form 990
- Insurance for Community Foundations
- Scholarship Programs
- Planned Giving
|
| 1:45 - 3:00 PM |
Roundtable Discussions
- Online Engagement
- Tech Savvy Advised Fund Holders ---or Are They?
- Strategic Planning: What We're Learning About our Foundations
and the Future of Our Field
- Supporting Organizations for Financial Advisors - the Marin Model
- Charitable Remainder Trust Management and Investment
|
| 3:15 - 4:00 PM |
Closing Event
|
