Speakers

A-F | G-L | M-R | S-Z |

Brendan Adams

Guadalupe and Lilia Martinez Foundation, Reducing Barriers and Strengthening Diversity, Equity, and Inclusion in Youth Philanthropy

 


Miki Akimoto
U.S. Trust, Bank of America Private Wealth Management, A Governance Tune-Up

 

 

 


John C. Amoroso
The David and Lura Lovell Foundation, Moving From Idea to Initiative

 

 

 

 


Suzanne Barakat
Our Three Winners Foundation, From Biases to Strength

 

 


Nicole Baran
The Peggy and Jack Baskin Foundation, Integrating Feminism Into Philanthropy

 

 


Megan Bell
Marie C. and Joseph C. Wilson Foundation, Impact and Succession Planning: They’re Related?

 

 


Ingrid Benedict
Daphne Foundation, Using Funder Networks to Maximize your Scope and Impact

 

 


Dan Berkowitz
Neubauer Family Foundation, Mapping Your Ecosystem for Greater Impact

 

 

 

 


Julie Berrey
John and Wauna Harman Foundation, Turning Today’s News Into Tomorrow’s Grants

 

 


Scott Brazda
Stuller Family Foundation, Limited Resources, Unlimited Possibilities

 

 

 


Diane Brown
Community Foundation for South Central New York, Creative Approaches to Community Foundation Asset Development

 

 

 


Anne K. Bucciarelli
CFA, Bernstein Private Wealth Management, Half of What You Know About Your Investment Policy Statement is Wrong

 

 

 


Mollie Bunis
Strategic Philanthropy, Ltd., Maximize Your Impact When Saying Goodbye

 

 


Wendy Campos
Moss Adams LLP, 10 Tips for Filling Out Your 990-PF

 

 

 

 


Don Carpenter
Emanuel & Pauline A. Lerner Foundation, Making a Shift from Transactional to Transformational Grantmaking

 

 

 


Andy Carroll
Exponent Philanthropy, Salon: Summon the Courage to Be Daring

 

 

 


Armando Castellano
Castellano Family Foundation, Fostering Diversity, Equity, and Inclusion Through Grantmaking


Paige Chapel
Aeris, The Local Impact Investment Opportunity

 

 

 

 


Erin Cinelli
Emanuel & Pauline A. Lerner Foundation, Making a Shift from Transactional to Transformational Grantmaking

 

 

 


Casey C. Clark
CFA, Glenmede, Building a Mission-Aligned Investment Portfolio: From Concept to Reality

 

 


Cynthia H. Clegg
Community Foundation of Middlesex County, Inc., Creative Approaches to Community Foundation Asset Development

 

 

 


Alyssa Cogen
Solon E. Summerfield Foundation, Ready, Set, Engage! Crafting Interactive Learning Agendas

 

 

 


Gali Cooks
Leading Edge, Why and How to Invest in Nonprofit Talent

 

 


Chris Dahl
Foundant Technologies, Technology for Better Grantmaking


Thomas DeMayo
PKF O’Connor Davies, LLP, Cybersecurity Is More Than Just a Password

 


Michael DiBerardinis
City of Philadelphia, Harnessing the Power of Collaboration

 

 


Janice Elliot
Melville Charitable Trust, Ramping Up Your Impact: Overcoming Obstacles

 

 


Carol E. Gallo

The Y.C. Ho/Helen and Michael Chiang Foundation, Turning Today’s News Into Tomorrow’s Grants

 

 


Deirdre Garton

Marie C. and Joseph C. Wilson Foundation, Impact and Succession Planning : They’re Related?

 

 

 


Daniel R. George
CFA, Ellwood Associates, A Framework for Foundation Investing in a Low-Return Environment

 


Kathryn Gilje
Ceres Trust, Making the Case for Equity-Advancing Grantmaking

 


Marshall H. Ginn
CFRE, Capital Development Strategies LLC, Change Up Your Questions: Align Your Grantmaking Process With Your Values and Vision

 

 

 


Jeffrey M. Glebocki
Strategy + Action/Philanthropy, Perpetuity or Spend-Down: Not a Binary Decision

 

 


Tyler Glover
William Blair & Co., LLC, What Should I Be Asking My Investment Professionals?

 

 


Beth Gosch
The Western New York Foundation, Perpetuity or Spend-Down: Not a Binary Decision

 

 

 


David Gould
Rebuild, City of Philadelphia, Harnessing the Power of Collaboration

 

 

 

 


David Greco
Social Sector Partners, Equity, Real Costs, and Impact

 

 

 

 


LaMonte Guillory
LOR Foundation, Engaging With Local Media to Increase Impact and Support Democracy

 


Jeffrey D. Haskell
Foundation Source, Unique Giving Strategies to Spark Economic Development

 

 

 


Leslie Hatfield
GRACE Communications Foundation, Making the Case for Equity-Advancing Grantmaking

 


Erich M. Hickey
CFA, Drexel Morgan Capital Advisers, Behavioral Finance: What’s Your Investor Personality?


Ray Holgado
Andrus Family Fund, Diverse Voices: Adding Community Members to a Family Foundation Board

 

 

 


Martin Ihrig, Ph.D.
New York University, Mapping Your Ecosystem for Greater Impact

 

 

 

 


Mahnaz Javid
Mona Foundation, How Grassroots Initiatives Can Have Global Reach and Impact

 


Nancy E. Jones
North Texas Community Foundation, Creative Approaches to Community Foundation Asset Development

 

 

 


Brian Joseph
RevJen Group, Engage the Right Talent at the Right Time to Maximize Grantmaking Impact and Ensure Your Grantees’ Organizational Strategy Includes a Revenue Strategy

 


Kim Kaupe
Andrus Family Fund, Diverse Voices: Adding Community Members to a Family Foundation Board

 

 

 


Elizabeth Killough
Untours Foundation, Building a Mission-Aligned Investment Portfolio: From Concept to Reality

 

 

 


Melvin Kim
J.R. Albert Foundation, Effective Leadership: Lessons From the World of Improv

 

 


Peter J. Klein
CFA®, CRPS®, CAP®, Klein Wealth Management/Hightower Advisors, Ignore the Market’s Ups & Downs! Develop Targeted Returns

 

 


Kellen Kraky
The Wright Center, How Client Feedback Can Improve Philanthropy

 

 


Lori M. Kuhn
Morgan Family Foundation, Hi Ho! Off to Court We Go…

 

 

 


Susan Laidlaw
Fidelity Charitable, The Essentials of Donor Advised Funds

 

 

 


Jennifer Leith
The Alfred and Mary Douty Foundation, Connections Mixer

 

 

 

 


Phil Li
Robert Sterling Clark Foundation, Let It Go: Streamline Your Application and Reporting

 

 


Carmen López-Wilson
Thornburg Foundation, Engaging With Local Media to Increase Impact and Support Democracy

 

 


Florine Luhr
Cullen Foundation, Ramping Up Your Impact: Overcoming Obstacles

 

 

 


Laura Kind McKenna
The Patricia Kind Family Foundation, Building a Mission-Aligned Investment Portfolio: From Concept to Reality

 

 

 


Richard Marker
Wise Philanthropy™, Philanthro-Ethics: Developing Your Self-Awareness as a Funder

 

 


Donald W. Matteson
The Peter and Elizabeth C. Tower Foundation, Technology for Better Grantmaking

 

 


Denise Mayotte
The Sheltering Arms Foundation, Moving Ahead With Advocacy and Policy: A Hands-On Workshop

 

 

 


Shawn McCaney
William Penn Foundation, Harnessing the Power of Collaboration

 

 

 

 


Alfonso A. Perillo
CPA, MSW, GMA Foundations, When Troubling Financials Lead to Creative Grantmaking

 

 


Mary Phillips
GMA Foundations, When Troubling Financials Lead to Creative Grantmaking

 

 


Clemens Pietzner
Triskeles Foundation, Building a Mission-Aligned Investment Portfolio: From Concept to Reality

 

 


Kristi Poling
The Barra Foundation, Harnessing the Power of Collaboration

 


Anna-Nanine S. Pond
Anna Pond Consulting, Getting Ready for Evaluation as a Process for Continual Learning

 

 


Ellen Remmer
The Philanthropic Initiative, Ramping up Your Impact: Overcoming Obstacles

 

 


Cynthia Renfro
BEA Fund, Making the Case for Equity-Advancing Grantmaking

 

 


Holli Rivera
Intentional Philanthropy, Ready, Set, Engage! Crafting Interactive Learning Agendas

 

 


Christina M. Rossetti
MSW, Rossetti Consulting Group, Moving From Idea to Initiative

 

 

 

 


Jason Sabo

Frontera Strategy, Moving Ahead With Advocacy and Policy: A Hands-On Workshop

 


Liz Sak
Cricket Island Foundation, Getting Ready for Evaluation as a Process for Continual Learning

 

 


Paul Sanders
Oldham Little Church Foundation, Perpetuity or Spend-Down: Not a Binary Decision

 

 

 


Diane Schorr
The Suder Foundation, Hiring and Managing Great Staff and Hi Ho! Off to Court We Go…

 

 

 


Katherine Scott
National Center for Family Philanthropy, Reducing Barriers and Strengthening Diversity, Equity, and Inclusion in Youth Philanthropy

 


Sheryl Seller
The Sillerman Center for the Advancemnt of Philanthropy, Brandeis University, Reducing Barriers and Strengthening Diversity, Equity, and Inclusion in Youth Philanthropy

 


Kathy Sessions
Health and Environmental Funders Network, Making the Case for Equity-Advancing Grantmaking

 


Nadya K. Shmovonian
Greater Philadelphia Nonprofit Repositioning Fund and SeaChange Capital Partners, Vision and Purpose: How to Align Board and Staff

 

 

 

 


Zanele Sibanda
Mona Foundation, How Grassroots Initiatives Can Have Global Reach and Impact

 


Daniel E. Simon
CFA, CAIA, Ellwood Associates, A Framework for Foundation Investing in a Low-Return Environment

 


Allen J. Smart
RuralwoRx and PhilanthropywoRx, Rural Philanthropy: Realizing Your Community’s Vision for Success

 


Jeff Smith
Moses Taylor Foundation, How Client Feedback Can Improve Philanthropy

 

 

 


Marcus Soutra
Eye to Eye, Engage the Right Talent at the Right Time to Maximize Grantmaking Impact

 

 


Joshua Stearns
Democracy Fund, Engaging With Local Media to Increase Impact and Support Democracy

 

 


Linda H. Sutkin
William Blair & Co. LLC, What Should I Be Asking My Investment Professionals?

 


Frances P. Sykes
Pascale-Sykes Foundation, Perpetuity or Spend-Down: Not a Binary Decision

 


Kim Tanner
Jenesis Group, Engage the Right Talent at the Right Time to Maximize Grantmaking Impact and Ensure Your Grantees’ Organizational Strategy Includes a Revenue Strategy

 

 


Melinda Tuan
Fund for Shared Insight, How Client Feedback Can Improve Philanthropy

 

 


William Tuegal
Mead Family Foundation, Ready, Set, Engage! Crafting Interactive Learning Agendas

 

 


Kristina L. Wahl
The Barra Foundation, The Local Impact Investment Opportunity

 

 

 


Elijah Washington
Youth Giving Back, Reducing Barriers and Strengthening Diversity, Equity, and Inclusion in Youth Philanthropy

 


Rachael Watman
MSW, The Rita and Alex Hillman Foundation, Turning Today’s News Into Tomorrow’s Grants

 


Riki Wilchins
TrueChild, Gender Norms: Understanding Their Impact on Your Giving

 

 

 

 


Carmen Wong
Intentional Philanthropy, Ready, Set, Engage! Crafting Interactive Learning Agendas

 


Judy Wright
Ohio Transformation Fund, Moving Ahead With Advocacy and Policy: A Hands-On Workshop

 


Joseph Zaccardi
CFA, Drexel Morgan Capital Advisers, Behavioral Finance: What’s Your Investor Personality?