Agenda in process...
Please keep checking back as more detailed and updated information will be provided. Click on any of the day's below and it will take you directly to that particular day's sessions.Sunday, September 12
Registration for the conference is anticipated to open in late May.
Monday, September 13
Tuesday, September 14
Wednesday, September 15
Sunday- September 12, 2021 1:00pm - 5:00pm
New to CF/FAOG World - Room TBA
Alyssa Frederico, Senior Vice President of Finance, Foundation for the CarolinasBrett Hunkins, EVP of Finance and Administration, Community Foundation of Greater FlintTech Vendor Demo's and Discussions- Room TBA
**********************************************************************************2:00pm - 5:00pm Registration Opens at the Memphis Peabody Hotel - East Mezzanine - 1 floor up from lobby
Stop by to pick up your name badge and gift bag
6:00pm - 9:00pm Welcome Dinner at the Top of the Peabody Hotel-Sponsored by Foundant
Come meet your colleagues at our conference kick-off event at the top of our hotel. Join us for a "Welcome to Memphis" dinner not only in the heart of Blues City, but also on top of Blues City! The Peabody Rooftop offers breathtaking views of the Mississippi River and the Memphis skyline and is where we will enjoy dinner and drinks.
Open to current community foundation members onlyAddress:149 Union Avenue
Website - www.peabodymemphis.com
Monday- September 13, 2021
7:00am - 8:00am Breakfast sponsored by Pavilion -Continental Ballroom
8:00am - 8:15am Welcome & Housekeeping -Peabody Grand Ballroom
8:15am - 9:15am Guest Speaker - Terri Freeman, Executive Director, Reginald F. Lewis Museum -Peabody Grand Ballroom
We are excited to welcome Terri Lee Freeman, 2020 Memphian of the Year, to kick off the FAOG Conference. Terri is no stranger to the community foundation world. For 18 years Terri led the Greater Washington Community Foundation as their President and CEO and grew the size of the foundation eightfold. In 2014, she was appointed as the President of the National Civil Rights Museum in Memphis, and is the current chair of the Board of Governors at the Community Foundation of Greater Memphis. Earlier this year, Terri accepted the offer to serve as the Executive Director of the Reginald F. Lewis Museum of Maryland African American History & Culture.
9:15am - 9:30am BREAK
9:30am - 10:45am Small/Medium/Large Community Foundation Peer Group Hot Issues
Small size funds <$150MM -Peabody Grand Ballroom
Medium size funds >$150MM - <$500MM -Ballroom E & D
Large size funds >$500MM - Venetian Ballroom
Join your FAOG colleagues working in similar sized community foundations for an open discussion on a variety of topics. Participants will be encouraged to ask questions and share valuable information with their colleagues during this session.
10:45am - 11:00am BREAK - Refreshments and snacks will be served in the West and North Foyer11:00am - 12:00pm HR Office of 0.25 -Peabody Grand Ballroom
11:00am - 12:00pm Alternative Investment Administration for Beginners -Ballroom E & D11:00am - 12:00pm Form 990 Update -Venetian Room 12:00pm - 1:00pm LUNCH- Sponsored by Stellar Technology Solutions -Continental Ballroom
Jennifer Fulton Anderson, CFO and Operating Officer, Community Foundation Boulder County
Dawn Hooper, CFO, Texas Woman's Foundation
Cyndi Vara, CFO,Permian Basin Area Foundation
Many community foundations do not have the resources to justify a separate HR department or position; oftentimes the CFO or Finance Director is responsible for HR, Payroll and Benefits Administration, while also being responsible for budgeting, accounting, financial reporting, the audit, tax compliance, investments, and the list goes on and on. In addition, it is challenging for small employers to compete with the robust benefits packages offered by larger employers. Join your colleagues to learn from a panel of community foundation representatives who have partnered with a Professional Employer Organization (PEO) to improve the HR, Payroll and Benefits Administration functions of their community foundations. This session will also include an open discussion where all participants will be invited to ask questions and share ideas.
1:00pm - 2:00pm The Future of Work Part 1 -Peabody Grand Ballroom
The Coronavirus pandemic has permanently changed some of the ways we do business and operate our foundations. In Part 1, we will discuss where we have been, explore the challenges that we were able to overcome and explore some challenges we are still working to overcome.1:00pm - 2:00pm Putting More Capital in Your Economy for Impact -Ballroom E & D
1:00pm - 2:00pm Use of Office 365 and Workflow Management -Venetian Ballroom
Alex Holtel, CFO, Community Foundation of Greater Memphis
In this session, you will learn to efficiently control business workflows outside your core back office software
2:00pm - 2:30pm BREAK
2:30pm - 3:30pm The Future of Work Part 2 -Peabody Grand Ballroom
2:30pm - 3:30pm Endowment Spending in Times of Unprecedented Needs -Ballroom E & D2:30pm - 3:30pm Cyber Security Best Practices -Venetian Ballroom
In Part 2, we will explore some of the items that appear to be trending for the future such as ongoing remote work, changes to business travel policies, office spaces, meetings procedures and much more.
3:30pm - 4:00pm BREAK - Refreshments and snacks will be served in the West and North Foyer
Eric Nystrom, Chief Technology Officer, Arizona Community Foundation
4:00pm - 5:00pm FAOG Business Meeting, Toast Sponsored by Cambridge Associates -Peabody Grand BallroomAlyssa Federico, Senior Vice President of Finance, Foundation for the Carolinas
6:00pm - 9:00pm - Dinner at Majestic Grille Join us for a special evening. Tonight's dinner we will take over the Majestic Grill. Just a block from our hotel, this former silent film theater will feature a delicious dinner in a 1940's style bar and grill . Patrick, the head chef is dedicated to spreading the gospel of Memphis food and him and his wife Deni, take every opportunity to shine the spotlight on exceptional culinary offerings. Tuesday, September 14, 20217:00am - 8:00am Breakfast -Continental Ballroom8:00am - 8:15am Welcome & Housekeeping -Peabody Grand Ballroom8:15am - 9:15am Presenting Sponsor, Crewcial Partners - Rejecting Racism & Realizing Returns -Peabody Grand Ballroom
Michael Miller, Chief Investment Officer
9:15am - 9:30am BREAK
9:30am - 10:45am Racial Equity/DEI Part 1 -Peabody Grand Ballroom
Valerie Red-Horse Mohl, CFO, East Bay Community FoundationIn the aftermath of COVID disparities as well as greater attention to inequities brought to focus with the George Floyd murder, many community foundations are increasing focus within their internal and external commitments to racial equity and racial justice as well as DEI practices. Given the variety of discussions taking place across America, the terminology, approach and framing of such important topics can be confusing and challenging. Join Valerie Red-Horse Mohl (of Cherokee Indigenous ancestry) as she walks us through an interactive process case study. The case study will focus on defining and implementing a racial equity/racial justice definition and strategy for Community Foundations. This session will include framing, illustrating, defining and implementation as well as narrative terminology discussions. 9:30am - 10:45am Demystifying ESG: Achieving Mission - Alignment through Portfolio Integration-Ballroom E & DESG investing, or integrating environmental, social and governance factors into the investment process, used to be considered a thematic investment strategy. Today, integrating ESG into the investment process is increasingly considered yet another component of strong fundamental investment research. Whether you are an novice or an experienced community foundation investing with an ESG and/or mission-aligned lens, this session will help bust up the myths and reveal the truth.9:30am - 10:45am Portal Evolution/Core System Implementation -Venetian BallroomJosh Kenzer,Senior Director, Systems Integration and Reporting, Arizona Community FoundationSanto Montecalvo, IT Director, Philadelphia Foundation
Ed Padar, Controller, Greater Houston Community Foundation
Kyla Quintero, CFO & Chief Operating Officer, Arizona Community FoundationThis is a two-part session: Part I covers case studies in why Salesforce is becoming a popular portal solution; Part II covers insights from implementing new core accounting solutions10:45am - 11:00am BREAK - Refreshments and snacks will be served in the West and North Foyer11:00am - 12:00pm Racial Equity/DEI Part 2 -Peabody Grand Ballroom
Valerie Red-Horse Mohl, CFO, East Bay Community Foundation.Continuation of Racial Equity/DEI Part I11:00am - 12:00pm Strategies for Place-Based Investment - Ballroom E & D11:00am - 12:00pm Accounting Update -Venetian Ballroom12:00pm - 1:00pm LUNCH- Sponsored by Northern Trust -Continental Ballroom1:00pm - 2:00pm Multi-dimensional Leadership Competencies -Peabody Grand BallroomLen Bartel, Senior Director of Strategy and Learning, CFLeadsNow more than ever, community foundations need to lead change that builds strong, resilient communities where all people can participate and prosper. They seek long-lasting impact around a variety of community issues: insisting on racial equity, amplifying community voice and influencing public policy & systems. This session will dive into helping organizations assess and implement the core competencies needed to lead in their communities.1:00pm - 2:00pm Making Allocation to Diverse Managers -Ballroom E & D1:00pm - 2:00pm Telling a Financial Story - Communicating with the Board -Venetian BallroomBeth Bull, SVP and CFO, Communities Foundation of Texas
Brett Hunkins, EVP of Finance and Administration, Community Foundation of Greater Flint
Kristine Thomas, VP Finance, Communities Foundation of TexasCreative ways to communicate foundation trends and information to Boards2:00pm - 2:30pm BREAK
2:30pm - 3:30pm Retirement Plans: FAOG Survey, Best Practices & Responsible Investing -Peabody Grand Ballroom2:30pm - 3:30pm How to Evaluate Core System Options -Ballroom E & DLuis Leon, CFO, Community Foundation of the Ozarks
Mo Mousa, CFO, Greater Tacoma Community Foundation
This is a session designed for community foundations seeking to move to another vendor’s software solution 3:30pm - 4:00pm BREAK - Refreshments and snacks will be served in the West and North Foyer4:00pm - 5:00pm Tech Users Round Table -Peabody Grand Ballroom4:00pm - 5:00pm Tech Users Round Table -Ballroom E & D4:00pm - 5:00pm Tech Users Round Table -Venetian Ballroom6:00pm - 8:00pm - Dinner at BB Kings sponsored by Mason
Tonight you will get a chance to enjoy Beale Street, the music and entertainment pulse of downtown Memphis. Our event will be held at the iconic and original B.B. King's Blues Club. This night will be different as you can stop by for a drink, heavy appetizer and some live music and then go on to enjoy the rest of the evening on Beale Street. You don't want to miss it, two hours only from 6pm-8pm.
Address:143 Beale St, Memphis, TN
Phone (210) 973-6050
Website - www.bbkings/memphis.com
Wednesday, September 15, 20217:00am - 8:00am Breakfast -Continental Ballroom8:00am - 8:15am Welcome & Housekeeping -Peabody Grand Ballroom8:15am - 9:15am Legislative and Legal Updates- A Landscape More Complex Than Ever -Peabody Grand BallroomBob Waldman, Partner and Chair of Business Division, Venable, LLP Community foundations across the country are stepping up to lead positive change through advocacy and participation in the legislative process. At the same time, there is a continuing call for greater regulation, on both the legislative and legal fronts, of donor advised funds. A new administration’s tax policy could have significant impact on charitable giving in general, and DAF’s in particular. Hear from Bob Waldman, counsel to many community foundations, private foundations, nonprofit organizations and international philanthropies on the rules for navigating through an increasingly complex legislative and legal landscape along with possible legislation that may impact charitable organizations.9:15am - 9:30am BREAK
9:30am - 10:45am Coaching for Success -Peabody Grand Ballroom
Nikki Collins, Human Resources Generalist, Marin Community FoundationErycka Hunter, Director Human Resources, Kalamazoo Community Foundation
Melissa Tschanz, CFO, Community Foundation of Northern Nevada
Many community foundations have implemented coaching programs with great success. They recognized that coaching is one strategy for creating respectful cultures and building effective organizations. Join your colleagues to learn both from experts in the field and community foundation representatives who have first hand knowledge using coaching at their community foundations. This session will also include an open discussion where all participants will be invited to ask questions and share ideas.
9:30am - 10:45am Impact Investments from DAF's -Ballroom E & D 9:30am - 10:45am Operational Best Practices -Venetian BallroomTerri Johnson, Executive Director, Northern Indiana Community Foundation
Jim McCallum, CFO, Sacramento Region Community Foundation
Dick Myers, President, Foundation Information Systems
Ed Padar, Controller, Greater Houston Community FoundationThis session includes presentation of proposed fund and accounting standards; presentation of examples of other CF operational techniques, procedures and best practices.10:45am - 11:00am BREAK - Box lunches will be available 11:00am - 12:00pm Powering Up Productivity -Peabody Grand BallroomLee Kuntz, Business Process Improvement Trainer, Founder, Innovation Process Design
Are your foundation staff nearly working around the clock, working remotely, in transition or onsite? Yet is there even more to do? Are employees feeling stressed out? Are they at risk of leaving the foundation? In this professional development session, leaders and individuals will hear and practice three employee productivity best practices. Leaning objectives include: 1) Learn productivity hacks; 2) Set up the productive workspace; 3) Lead the productive office.11:00am - 12:00pm Investment Data Aggregation: Streamlining Accounting, Oversight and Reporting -Ballroom E & DLaura Kernaghan,Senior Director of Investments, The Chicago Community Trust
Patty Mastel, Director of Finance and Operations/CFO, Fargo-Moorhead Area FoundationThis session will share techniques available to improve investment management and efficiency for investment reconciliations 12:00pm - Closing Plenary - Peabody Grand Ballroom