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2014 CEO Breakout Session

2014 CEO Breakout Session. February 26, 2014. Other community foundations in region Law firms, accountants, wealth managers Philanthropic advisory services (Arabella) Large non-profit anchor institutions (universities, hospitals, cultural institutions)

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2014 CEO Breakout Session

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  1. 2014 CEO Breakout Session February 26, 2014

  2. Other community foundations in region • Law firms, accountants, wealth managers • Philanthropic advisory services (Arabella) • Large non-profit anchor institutions (universities, hospitals, cultural institutions) • Commercial private foundation management companies • Materialism!! Consumption!!

  3. Infrastructure Support Grantmaker Affinity Groups Education Grass roots Immigrant Refugees Grantmakers for Effective Organizations Independent Sector Mission Investors Exchange Regional and Local Grantmaker Networks • CF Insights • CF Leads • Center for Effective Philanthropy • Council on Foundations • Foundation Center • Foundation Strategy Group

  4. Professional Development Value for CEO/Senior Managers Monitor Institute’s What’s Next Strategy Outside leadership training experts Outside subject matter experts Peer networks or 1:1 (sector and non-sector leaders) University coursework and fellowships (selected) – Harvard and Stanford specifically named • Benchmarking Successful Practices • Center for Effective Philanthropy • Continuing professional education (cpas, legal) • Executive Coaching • Estate Planning Councils • Larger Community Foundations Meeting

  5. Professional Development - General Professional Affinity Groups By Function (AdNet, COMMA, FAOG, Pronet; Grants Managers Network) By Shared Perspective Emerging Practitioners (EPIP) Asian/Pacific Islander Americans in Philanthropy (AAPIP) Association of Black Foundation Executives Hispanics in Philanthropy (HIP, National Latino Funds Alliance) • 24/64 (generational wealth) • Association of Fundraising Professionals • American College of Financial Services – CAP • Executive Coaching • Institute for Career Advancement (ICAN) • Local Civic Leadership Development Organizations • National Association of Corporate Directors (NACD) • Program/Strategic Evaluation Consultants • Society for HR Management (SHRM); HR consultants

  6. DISCUSSION AGENDA • Opportunities on the horizon: inventive ways of leveraging foundation skills and business model • Management Issue: Fostering change in organizational culture/staffing and succession • Opportunities for field action: legislative and regulatory advocacy; strategic communications • Challenge: Change & relevance – what’s the 21st century value proposition?

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