Attendees, please visit the event website for the most up-to-date agenda and Zoom links. The website passcode was emailed to all registrants.
NCFP’s Trustee Education Institute provides a comprehensive introduction to important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers:
- Translating values and goals into action
- Connecting family legacy and the public trust
- Managing fiduciary responsibilities and legal pitfalls
- Stewarding philanthropic capital and vehicles
- Navigating family dynamics at the board table
- Applying effective governance policies, practices, and principles
- Engaging the next generation
- Advocacy, grantmaking strategy, and impact
Please see below for the draft agenda along with a list of speakers confirmed to date.
Thank you to our Lead Sponsor:
Featured Speakers
Dimple Abichandani
Dimple Abichandani has advanced justice as a funder, lawyer and educator for over two decades. For…
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Rini Banerjee
Rini Banerjee has two decades of experience in philanthropy. An Integrated Capital Fellow at RSF Social…
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Ashley Blanchard
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…
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Jean Case
Jean Case, the Chairman of the National Geographic Society and CEO of the Case Impact Network…
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Laura Collins
Laura Collins is a Director in KPMG’s Exempt Organizations tax practice. Laura has worked exclusively with…
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Jennifer Davis
Jennifer Davis is the president of the Flora Family Foundation. Before joining the FFF staff in…
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Christopher Fletcher
Christopher Fletcher is an Executive Director in J.P. Morgan Institutional Portfolio Solutions. In this role, he…
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Ron Harris
Ron Harris is a black millennial focused on political involvement, civic/shareholder engagement, and philanthropy being the…
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Kimberly Myers Hewlett
Kimberly Myers Hewlett is president of the Myers Family Foundation and a family council member of…
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Renee Kaplan
Renee Kaplan is former chief strategy officer and head of programs at the Skoll Foundation where she oversaw the…
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Andras Kosaras
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…
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Dana Lanza
Dana Lanza launched Confluence Philanthropy in August of 2009 as a special project of Rockefeller Philanthropy…
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Tamara Larsen
Tamara Larsen is an Executive Director with Agility, where she leads the Mission-Aligned Investment practice of…
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Paul Liu
Paul Liu is a Managing Director in the Private Client Practice at Cambridge Associates. He is…
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Jaimie Mayer
Jaimie Mayer is currently serving her second term as Chair of The Nathan Cummings Foundation. Under…
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Mary Mountcastle
Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…
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Kelly D. Nowlin
Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…
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Maya Patel
Maya Patel is the Executive Chair of the Tarsadia Foundation, leading the development of its vision,…
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Irene Pritzker
Irene Pritzker became a founding member and President of the IDP Foundation, Inc. in 2008. It…
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Greg Ratliff
Greg Ratliff is a Vice President at Rockefeller Philanthropy Advisors’ New York office beginning in 2019…
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Valerie Rockefeller
Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…
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Shaady Salehi
Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…
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Andrew Schulz
Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…
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Janice Simsohn Shaw
Janice Simsohn Shaw is an adept, high-energy facilitator with 20 years of experience helping philanthropic and…
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Liesel Pritzker Simmons
Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an…
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Kathleen Simpson
Kathleen Simpson is the Chief Executive Officer of The Russell Family Foundation, where she collaborates with…
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Robin Snidow
Robin Snidow has been a board member of General Service Foundation (GSF) for 25 years and…
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Nicholas A. Tedesco
Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…
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Patrick Troska
Patrick J. Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since…
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Peter Williamson
Peter Williamson is a professional golfer and founder of Game Genius, a social venture in DC…
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June L. Wilson
June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…
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Danielle Oristian York
Danielle Oristian York is a speaker, consultant and trainer working with those who seek to change the…
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Ellie Frey Zagel
Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…
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