NCFP’s Trustee Education Institute provides a comprehensive overview of the important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members and CEOs. Featuring the perspectives of innovative donors and 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
Thank you to our premier sponsor:
Thank you to our event sponsor:
Featured Speakers
![](https://www.ncfp.org/wp-content/uploads/2020/03/Dimple-Abichandani-2021-160x160.jpg)
Dimple Abichandani
Dimple Abichandani has advanced justice as a funder, lawyer and educator for over two decades. For…
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Erinn Andrews
Erinn Andrews is the Director of Philanthropy Research and Education at Stanford’s Center on Philanthropy and…
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Alissandra Elizabeth Aronow
Alissandra Elizabeth Aronow is a former competitive international ice dancer and has a BA in History…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Carrie-Avery-2021-160x160.jpeg)
Carrie Avery
Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on leadership by…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/07/kevin-barry-160x160.png)
Kevin M. Barry
Mr. Barry is Principal and Senior Fiduciary Tax Consultant at Bessemer Trust. In this role, he…
View Profile![NCFP Board Member Ashley Blanchard](https://www.ncfp.org/wp-content/uploads/2019/02/Ashley-Blanchard-2023_400x430-160x160.png)
Ashley Blanchard
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/David-Callahan_400x430-160x160.jpg)
David Callahan
David Callahan is founder and editor of Inside Philanthropy. He has written extensively on trends in philanthropy,…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/07/Will-Cordery-1-160x160.jpg)
Will Cordery
Will Cordery (he/him) is the Founder + Principal at Freedom Futures – a philanthropic advisory firm moving money to…
View Profile![Alexa Cortes Culwell](https://www.ncfp.org/wp-content/uploads/2019/12/Alexa-Cortes-Culwell-160x160.jpeg)
Alexa Cortes Culwell
Alexa Cortes Culwell has decades of experience building, managing, and advising philanthropic initiatives, as both a…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/07/Jessyca-Dudley-Jessyca-Dudley-e1627589483150-160x160.jpg)
Jessyca Dudley
Jessyca Dudley has more than two decades of experience working to transform and democratize philanthropy. Beginning…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/Priscilla-Enriquez-160x160.jpg)
Priscilla Enriquez
Priscilla Enriquez is the Chief Executive Officer of The James B. McClatchy Foundation. She provides leadership…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/05/betsy-erickson-160x160.jpg)
Betsy Erickson
Betsy Erickson leads Arabella’s work with family and individual clients, supporting them to further their learning,…
View Profile![Will Fitzpatrick](https://www.ncfp.org/wp-content/uploads/2020/03/Will-Fitzpatrick_400x430-160x160.jpg)
Will Fitzpatrick
Will Fitzpatrick is an advisor and attorney to families, entrepreneurs, and high-net-worth individuals who wish to…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/Jumi-Falusi-160x160.jpg)
Jumi Falusi
Ms. Falusi is Senior Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Jamie-Forbes_400x430-160x160.jpg)
Jamie Forbes
Jamie Forbes is the founder and principal of Forbes Legacy Advisors, a philanthropy advising firm for…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/07/Dorothy-Gardner-e1627673575389-160x160.jpg)
Dorothy Gardner
Dorothy Gardner is the Managing Trustee of The Longbrake Family Foundation (TLFF). Her journey in philanthropy…
View Profile![](https://www.ncfp.org/wp-content/uploads/2014/01/Kimberly-Myers-Hewlett-160x160.jpg)
Kimberly Myers Hewlett
Kimberly Myers Hewlett is president of the Myers Family Foundation and a family council member of…
View Profile![](https://www.ncfp.org/wp-content/uploads/2017/11/Mae-Hong-1-160x160.jpg)
Mae Hong
Mae opened the Chicago office of Rockefeller Philanthropy Advisors in 2009 and is responsible for serving individual…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/Lisa-Jackson-160x160.jpg)
Lisa Jackson
Lisa Jackson is the Managing Partner for the Imago Dei Fund based in Boston, MA. Lisa…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/emily-kaiser-160x160.jpg)
Emily Kaiser
Emily Kaiser is associate director of the Aspen Institute’s New Voices Fellowship, which provides communications and…
View Profile![](https://www.ncfp.org/wp-content/uploads/2018/11/Katherine-Lorenz_400x430-160x160.jpg)
Katherine Lorenz
Katherine Lorenz is president of the Cynthia and George Mitchell Foundation. She is the leader of the…
View Profile![Andras Kosaras](https://www.ncfp.org/wp-content/uploads/2019/02/Andras-Kosaras_400x430-160x160.jpg)
Andras Kosaras
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…
View Profile![Headshot of Tony Macklin](https://www.ncfp.org/wp-content/uploads/2019/02/Tony-Macklin-160x160.png)
Tony Macklin
Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Alexis-Marion_400x430-160x160.jpg)
Alexis Marion
Alexis Marion, in addition to being a trustee, is the Program Officer and Junior Board Advisor…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/11/Shirley-400X430-160x160.png)
Shirley McLaughlin
Shirley McLaughlin is an Associate at Adler & Colvin where she specializes in Formation and Tax-Exempt…
View Profile![Mary Mountcastle](https://www.ncfp.org/wp-content/uploads/2019/02/mary-mountcastle-281w-159x159.jpg)
Mary Mountcastle
Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/09/Isabel-Nogueira--160x160.png)
Isabel Nogueira
Isabel Nogueira is the Program Manager of External Relations at Stanford PACS, where she focuses on…
View Profile![Kelly Nowlin](https://www.ncfp.org/wp-content/uploads/2018/11/kelly-nowlin_400x430-160x160.png)
Kelly D. Nowlin
Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/07/Eboo-Patel-1-e1625776358242-160x160.jpg)
Eboo Patel
Dr. Eboo Patel is the Founder and President of Interfaith Youth Core (IFYC), a non-profit organization…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Mary-Phillips-1-160x160.jpg)
Mary Phillips
Mary Phillips has worked with foundation trustees, families, and individual donors for over thirty-five years, and…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/leslie-pine-160x160.jpg)
Leslie Pine
Leslie Pine has been the principal architect of TPI’s creative approach to program design and strategy,…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/07/Regan-Pritzker_photo-2-160x160.png)
Regan Pritzker
Regan Pritzker is the co-founder of the Kataly Foundation and is currently serving as a board…
View Profile![Valerie Rockefeller](https://www.ncfp.org/wp-content/uploads/2020/06/Valerie-Rockefeller-2020_400x430-160x160.jpg)
Valerie Rockefeller
Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…
View Profile![Photo of Andrea Hernandez Rodriguez](https://www.ncfp.org/wp-content/uploads/2019/02/Andrea-Hernandez-Rodriguez-160x160.jpg)
Andrea Hernandez Rodriguez
Andrea Hernandez Rodriguez (she/her/they) is a mom, partner, and lover of humanity with over two decades…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/Adrian-Ruiz-160x160.jpg)
Adrian Ruiz
Adrian Ruiz is a Gallup Certified Strengths Coach and Executive Director of YDN. He is recognized…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/07/Shaady-Salehi_400x430-160x160.jpg)
Shaady Salehi
Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Andrew-Schulz_IMG_2008-160x160.jpg)
Andrew Schulz
Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Didier-Sylvian-160x160.jpg)
Didier Sylvain
Didier Sylvain is an executive coach, transformational speaker, and the Founder and CEO of The Presence…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/Milton-Speid-160x160.png)
Milton Speid
Milton Speid is an expert social impact advisor. Currently, he guides members of The ImPact, a…
View Profile![Nick Tedesco headshot](https://www.ncfp.org/wp-content/uploads/2021/11/Nick-Tedesco-400x430-1-160x160.jpg)
Nicholas A. Tedesco
Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…
View Profile![](https://www.ncfp.org/wp-content/uploads/2023/08/Sharmila-Rao-Thakkar-160x160.jpg)
Sharmila Rao Thakkar
Sharmila Rao Thakkar, MPH, MPA, CAP® is a nonprofit and philanthropic consultant based in NYC. Sharmila’s…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Emily-Tow-Headshot_UneditedSquare-160x160.jpg)
Emily Tow
Emily Tow (she/her/hers) is the president of The Tow Foundation, a family foundation that envisions a…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Melinda-Tuan_400x430-160x160.jpg)
Melinda Tuan
Melinda Tuan is Fund for Shared Insight’s managing director, guiding and facilitating the collaborative’s operations, communications,…
View Profile![Anne Wallestad](https://www.ncfp.org/wp-content/uploads/2018/10/Anne-Wallestad-headshot-160x160.jpg)
Anne Wallestad
Anne Wallestad is an executive leadership coach focused on helping social change leaders turn their attention…
View Profile![June Wilson headshot](https://www.ncfp.org/wp-content/uploads/2019/02/20211105_June_Wilson_0010_cropped-160x160.jpg)
June L. Wilson
June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/08/Alyson-Wise-160x160.jpg)
Alyson Wise
Ms. Wise is Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she provides…
View Profile![Ellie Frey Zagel](https://www.ncfp.org/wp-content/uploads/2018/11/Ellie-Frey-Zagel_400x430-160x160.jpg)
Ellie Frey Zagel
Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…
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