The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills, particularly in these divisive and dynamic times.
![](https://www.ncfp.org/wp-content/uploads/2021/01/David-Weitnauer-and-David-Daniels-at-the-2020-CEO-Retreat-scaled.jpg)
David Weitnauer (R. Howard Dobbs, Jr. Foundation) and David Daniels (Bainum Family Foundation) at the 2020 CEO Retreat in St. Pete Beach, Florida.
This 3-day virtual retreat, designed for both new and more experienced CEOs, will provide an opportunity to build community and reflect on practices essential to the successful leadership of a family philanthropy. Participants will brainstorm practical and actionable solutions to a broad range of common challenges inherent within a foundation executive role such as:
- Managing power dynamics between board, staff, and grantees
- Navigating family dynamics while maximizing the foundation’s grantmaking impact
- Working effectively with your board chair and board committees
- Addressing racial equity and diversity concerns among board and staff
- Setting up a meaningful assessment process for yourself, your staff, and your board
- Developing the network and resources needed to set and achieve critical strategic plans
- Identifying, mentoring, and supporting next generation leaders
- Finding time for personal growth and renewal
- … and other topics identified by the group!
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…
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/2014/03/Jim-Canales-160x160.jpg)
James Canales
Jim Canales was appointed president and trustee of the Barr Foundation in May 2014. Prior 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/2021/05/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![](https://www.ncfp.org/wp-content/uploads/2021/03/Eric-Garcetti-160x160.jpg)
Mayor Eric Garcetti
Eric Garcetti is a fourth-generation Angeleno and the 42nd Mayor of Los Angeles. Born and raised…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/10/Crystal-Hayling_400x430-160x160.jpg)
Crystal Hayling
Crystal Hayling is the Executive Director of The Libra Foundation, based in San Francisco, funding organizations…
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![](https://www.ncfp.org/wp-content/uploads/2021/02/Bari-1-160x160.jpg)
Bari Katz
Bari Katz is a NYC-based social justice educator and facilitator who works with nonprofit organizations, schools…
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/2021/04/Janine-Mason-160x160.jpg)
Janine Mason
Janine Mason is the founder and architect of the nationally recognized Fieldstone Leadership Network, a continuum…
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![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![Lisa Parker](https://www.ncfp.org/wp-content/uploads/2018/11/Lisa_Parker_400x430-160x160.jpg)
Lisa Parker
Lisa Parker brings 30 years of experience in philanthropy and nonprofit management to her work with…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/12/Rob-Reich-Headshot-1-160x160.jpg)
Rob Reich
Rob Reich is professor of political science and, by courtesy, professor of philosophy and at the…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/04/Dr.-Carmen-Rojas-400x430-1-160x160.jpg)
Carmen Rojas
Dr. Carmen Rojas is the president & CEO of Marguerite Casey Foundation (MCF). Under her leadership,…
View Profile![](https://www.ncfp.org/wp-content/uploads/2021/04/Tina-Runyan-400x430-1-160x160.jpg)
Tina Runyan
Christine Runyan is a clinical health psychologist, Professor in the Department of Family Medicine and Community…
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![Diana Scearce](https://www.ncfp.org/wp-content/uploads/2020/03/Diana-Scearce_400x430-160x160.jpg)
Diana Scearce
Diana Scearce has dedicated her career to helping social changemakers increase effectiveness and impact, in the…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Robyn-Schein_400x430-160x160.jpg)
Robyn Schein
Robyn Schein is an expert facilitator, speaker and trainer on multigenerational and next generation philanthropy. She…
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Michael Smith
Michael Smith currently serves as Director of Youth Opportunity Programs and Executive Director of the My…
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/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/2014/01/Kathy-Wiseman-400x430-1-160x160.jpg)
Kathleen Wiseman
Kathy Wiseman is a family wealth/family business advisor whose work is based on Bowen family systems…
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