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.
Featured Speakers

Dimple Abichandani
Dimple Abichandani is a nationally recognized philanthropic leader, lawyer, and author of A New Era of…
View Profile
Rini Banerjee
Rini Banerjee has two decades of experience in philanthropy. An Integrated Capital Fellow at RSF Social…
View Profile
Ashley Blanchard
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…
View Profile
Jean Case
Jean Case, the Chairman of the National Geographic Society and CEO of the Case Impact Network…
View Profile
Laura Collins
Laura Collins is a Director in KPMG’s Exempt Organizations tax practice. Laura has worked exclusively with…
View Profile
Jennifer Davis
Jennifer Davis is the president of the Flora Family Foundation. Before joining the FFF staff in…
View Profile
Christopher Fletcher
Christopher Fletcher is an Executive Director in J.P. Morgan Institutional Portfolio Solutions. In this role, he…
View Profile
Ron Harris
Ron Harris is a black millennial focused on political involvement, civic/shareholder engagement, and philanthropy being the…
View Profile
Kimberly Myers Hewlett
Kimberly Myers Hewlett is president of the Myers Family Foundation and a family council member of…
View Profile
Renee Kaplan
Renee Kaplan is former chief strategy officer and head of programs at the Skoll Foundation where she oversaw the…
View Profile
Andras Kosaras
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…
View Profile
Dana Lanza
Dana Lanza launched Confluence Philanthropy in August of 2009 as a special project of Rockefeller Philanthropy…
View Profile
Tamara Larsen
Tamara Larsen is an Executive Director with Agility, where she leads the Mission-Aligned Investment practice of…
View Profile
Paul Liu
Paul Liu is a Managing Director in the Private Client Practice at Cambridge Associates. He is…
View Profile
Jaimie Mayer
Jaimie Mayer is currently serving her second term as Chair of The Nathan Cummings Foundation. Under…
View Profile
Mary Mountcastle
Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…
View Profile
Kelly D. Nowlin
Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…
View Profile
Maya Patel
Maya Patel is the Executive Chair of the Tarsadia Foundation, leading the development of its vision,…
View Profile
Irene Pritzker
Irene Pritzker became a founding member and President of the IDP Foundation, Inc. in 2008. It…
View Profile
Greg Ratliff
Greg Ratliff is a Vice President at Rockefeller Philanthropy Advisors’ New York office beginning in 2019…
View Profile
Valerie Rockefeller
Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…
View Profile
Shaady Salehi
Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…
View Profile
Andrew Schulz
Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…
View Profile
Janice Simsohn Shaw
Janice Simsohn Shaw is an adept, high-energy facilitator with 20 years of experience helping philanthropic and…
View Profile
Liesel Pritzker Simmons
Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an…
View Profile
Kathleen Simpson
Kathleen Simpson is the Chief Executive Officer of The Russell Family Foundation, where she collaborates with…
View Profile
Robin Snidow
Robin Snidow has been a board member of General Service Foundation (GSF) for 25 years and…
View Profile
Nicholas A. Tedesco
Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…
View Profile
Patrick Troska
Patrick J. Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since…
View Profile
Peter Williamson
Peter Williamson is a professional golfer and founder of Game Genius, a social venture in DC…
View Profile
June L. Wilson
June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…
View Profile
Danielle Oristian York
Danielle Oristian York is a speaker, consultant and trainer working with those who seek to change the…
View Profile
Ellie Frey Zagel
Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…
View Profile