List of Confirmed Speakers for the 2017 National Forum in Washington, DC

The National Forum on Family Philanthropy brings together many of the world’s brightest and most inspiring minds to discuss key trends and insights in family giving. See below for our list of confirmed plenary and concurrent speakers for the 2017 National Forum in Washington, D.C. Please download our updated NCFP Forum Schedule-at-a-Glance for projected times for plenaries, concurrent sessions, and workshops.

Be sure to check back often for updates!

Plenary Speakers


Joshua Bernstein is the CEO of Bernstein Management Corporation, a Washington D.C. real estate investment and management company. Mr. Bernstein has focused his community efforts on housing and social justice issues. He is a member of the executive committee of the Federal City Council and a founding member of the Housing Leaders Group. He served as a director of the Jewish Federation of Greater Washington from 2000-2010 and was the founder of the Jewish Venture Philanthropy Fund. Additionally, he is a former member of the UJA Endowment Fund board; the advisory committee of the Tzedek Fund of Washington, a pooled fund of Jewish funders who make low-interest loans available in under-served communities; and was chair of the board of the Sidwell Friends School. He also serves as President of the Diane and Norman Bernstein Foundation, a family foundation in Washington, D.C. Mr. Bernstein serves as co-chair of the Meyer Foundation Leadership Council and was on the Foundation’s board from 2003-2016, serving as board chair from 2013-2016.  Plenary: Race, Equity, and Family Philanthropy

Lori J. Bertman is president and CEO of the Baton Rouge-based Irene W. and C.B. Pennington Foundation, Louisiana’s largest private family foundation. She is the co-founder and chairman of the board of the Center for Disaster Philanthropy (CDP) and created CDP’s Gulf Coast Resilience Innovation Fund. Lori also serves as the board president of the newly established Louisiana Disaster Recovery AlliancePlenary: Responding, Recovering, Rebuilding, Becoming Resilient

Ashley Snowdon Blanchard is the vice-president and board member of the Hill-Snowdon Foundation and Principal, Blanchard Consulting. She is the former director of philanthropy at TCC Group, where she worked with nonprofit organizations and foundations on strategic planning, program design, and organizational development. In addition, Ashley was previously co-chair of the board of the Ms. Foundation for Women and was the founding co-chair of the Council on Foundation’s Next Generation Task Force. Ashley received a B.A. from Stanford University and a Masters in Public Policy from the Goldman School of Public Policy from the University of California, Berkeley, where she concentrated her studies on social welfare policy and nonprofit management.   Plenary: Race, Equity, and Family Philanthropy and Session: Audacious Philanthropy: Five Lessons from 15 of the Greatest Social Impact Success Stories

Bruce Braden is a philanthropist, energy and real estate entrepreneur, arts patron, teacher, sports fan, Vietnam veteran, and outdoorsman.  If there’s one thing that’s never defined Bruce, it’s his type 1 diabetes. Diagnosed at age 38, Bruce believes managing diabetes has actually made him healthier.  As he puts it, “ Some have said the secret to a long and healthy life is to acquire a chronic disease and manage it. It’s made me more aware and grateful.” Bruce wanted to make a difference for people with diabetes and believes in focusing his philanthropy locally. He co-founded the Braden Diabetes Center at Marin General Hospital.  The BDC provides self-management skills on lifestyle and preventive measures, peer support, intensive management strategies and insulin therapy. Bruce has also supported a variety of local life enriching programs in the San Francisco area such as the Golden Gate University Braden School of Taxation, the Stanford Storytelling Project and the Smuin Contemporary Ballet Company.  Plenary: Partners in Living and Giving – Couples Philanthropy 

Mark Brewer was appointed President and CEO of the Central Florida Foundation in 2000. The Foundation manages and invests funds, offers personalized service and expert giving advice, connects caring people, businesses, governments and organizations to local initiatives that build and inspire community, and empowers them to make informed decisions that make a difference now and in the future. Mark began his career in the media as a reporter, anchor, and journalist. His background includes more than a decade as a management consultant in the private and independent sectors, leading merger and acquisition strategies for cross-sector initiatives. Later, as a licensed investment professional, he assisted clients with estate and planned giving strategies. Mark holds a Bachelors Degree in Business, a Masters Degree in Public Administration with a specialty in Nonprofit Management, is a Chartered Advisor in Philanthropy ®, and is a candidate for a PhD in Public Administration with a specialty in Policy and Law from Walden University (Expected 2017). Mark plays a leadership role in a number of national and community initiatives. His service focus is with organizations that grow philanthropy and play roles in strategic grant-making and public policy. At the national level, Mark chaired the Community Foundation Services Corporation, which oversaw the Merrill Lynch Community Charitable Fund, a national donor advised fund partnership. At the state level, Mark is a past Chair of the Florida Philanthropic Network, a statewide association of grant-makers working to strengthen philanthropy through research, education, and public policy and serves as Chair of the Community Foundations of Florida, the statewide association of community foundations. In the Central Florida region, Mark serves as Chair of, identifying and measuring progress on issues and challenges that affect the Central Florida region’s future, the Advisory Board of the Donors Forum, is Vice Chair of the Heart of Florida United Way Investing in Results Council, and plays a public policy role on the boards of the Central Florida Partnership and the Central Florida Commission on Homelessness. Read morePlenary: Responding, Recovering, Rebuilding, Becoming Resilient

Ken Burns has been making documentary films for almost forty years.  Since the Academy Award nominated Brooklyn Bridge in 1981, Ken has gone on to direct and produce some of the most acclaimed historical documentaries ever made, including The Civil War; Baseball; Jazz; The Statue of Liberty; Huey Long; Lewis & Clark: The Journey of the Corps of Discovery; Frank Lloyd Wright; Mark Twain; Unforgivable Blackness:  The Rise and Fall of Jack Johnson; The War; The National Parks:  America’s Best Idea; The Roosevelts:  An Intimate History; Jackie Robinson; Defying the Nazis:  The Sharps’ War; and, most recently, The Vietnam War. Future projects include films on the history of country music, Ernest Hemingway, Benjamin Franklin, Emancipation to Exodus, the history of Crime and Punishment in America, Leonardo da Vinci, Lyndon B. Johnson and Civil Rights, and the history of Innovation and Technology, among others. Ken’s films have been honored with dozens of major awards, including fifteen Emmy Awards, two Grammy Awards and two Oscar nominations; and in September of 2008, at the News & Documentary Emmy Awards, Ken was honored by the Academy of Television Arts & Sciences with a Lifetime Achievement Award.  Read morePlenary: The Power of Storytelling – An Interview with Ken Burns

Dr. Nancy J. Cable was appointed as President of the Arthur Vining Davis Foundations in October of 2012. A nationally recognized leader in higher education, educational access, finance and affordability, and liberal arts curricula, she served as faculty member and dean at Denison University from 1977-1986, Guilford College from 1986-1991, and Vice President and Dean of Admission and Financial Aid at Davidson College from 1991-2005 leading a college wide effort to advance selectivity, diversity, financial capacity, and strategic planning. From 2005-2009, she served as Vice President for Development in the College of Engineering at the University of Virginia and later with UVa’s Semester at Sea Program. Following 3 years of service as Bates College’s Vice President, the Bates College Board of Trustees elected Dr. Cable as Interim President. A member of Phi Beta Kappa, she earned her B.A. in history from Marietta College, a Master’s degree from the University of Vermont and her Ph.D. from the University of Virginia. She also graduated from the Harvard University Institute for Educational Leadership.  Plenary: The Power of Storytelling – An Interview with Ken Burns

Megha Desai is the President of the Desai Foundation, an organization that empowers women and children through community programming to elevate health and livelihood both in the US and in India. She is also the Founder of MSD (Marketing. Strategy. Dharma.) a branding and strategic partnership advisory serving social good brands. Megha sits on the board of NPR’s Generation Listen and is a contributor to publications like Entrepreneur Magazine & Fast Company. She is an avid singer, skier, podcast listener and NE Patriots fan. She lives in New York City and you can find her @Meghatron5.  Plenary: Bringing New Power to Family Legacy

Samir A. Desai is the Founder and CFO of the Desai Foundation. The Desai Foundation aims to create, implement and promote programs that support general education and health, Indian culture and community development, targeting women and children in particular to ensure sustainable growth. The projects have served New York City and the Boston area in the U.S and rural South Gujarat, India by empowering underprivileged people to take charge of their lives and uplift those around them. Since our founding we have significantly improved access to health services, education, and vocational opportunity. Mr. Desai is also the CEO of Aditi Inc. He serves as an advisor to companies seeking growth, improved profitability and success. Mr. Desai invests in companies and ventures and devotes a considerable amount of time to community enrichment programs and mentoring new entrepreneurs.  Plenary: Bringing New Power to Family Legacy

Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience, promoting values, vision, and excellence across generations of donor families. Ginny was editor and principal author of the first edition of Splendid Legacy and of Splendid Legacy 2: Creating and Recreating Your Family Foundation. Her research publications include The Power to Produce Wonders: The Value of Family in Philanthropy and The Family Foundation CEO: Crafting Consensus out of Complexity. Ginny also edited, and was principal author of, the four-volume Family Foundation Library and numerous articles and issue papers on family philanthropy. She has presented at hundreds of programs for and about donor families throughout North America and on four other continents. In addition to her work on family philanthropy, Ginny edited Conscience and Community: The Legacy of Paul Ylvisaker, the writings and speeches of the late foundation trustee, educator, and dean of the Graduate School of Education at Harvard University. She has served on boards and committees for organizations including Great Nonprofits, the Binational Commission on the Nonprofit Sector (U.S. and South Africa), the Commission on the Future of Public Education (Public Education Network), Committee on Ethics and Accountability (Independent Sector), the Philanthropy and the Black Church Project, and Strengthening Native American Philanthropy. She currently serves on the board of directors of the John M. Belk Endowment.  Plenary: Pride of Place – Foundations Sustaining a Commitment to Place in a Rapidly Changing World

Lewis M. Feldstein is the former President of the New Hampshire Charitable Foundation. Feldstein worked with the civil rights movement in Mississippi and served for seven years in senior staff positions to New York City Mayor John V. Lindsay. Prior to coming to the Charitable Foundation, Feldstein served as Provost of the Antioch/New England Graduate School. He is a graduate of Brown University and holds a Master’s in Law and Diplomacy from Tufts University. Feldstein has served on several boards, including as a founding board member of the National Center for Family Philanthropy and on the Boards of Directors of the Independent Sector and Civic Ventures. He Co-Chaired with Robert Putnam the Harvard University three-year Executive Seminar Civic Engagement in America). With Putnam he is a co-author of the book Better Together: Restoring the American Community published in the fall of 2003.  Plenary: Our Kids – The American Dream in Crisis

Ellie Frey Zagel is 3rd Generation, Vice Chair and Trustee of her family’s foundation the Frey Foundation based in Grand Rapids, MI.  For nearly a decade she has been deeply involved in working with the next generation of family business, family philanthropy, and family wealth, first as Director of the Family Business Alliance  and now as President of Successful Generations, a company she recently founded. Philanthropic since her early teens, Ellie personally supports worthy causes domestically and internationally.  Ellie earned her Bachelor’s degree in international relations and economics from Boston University, and has certificates in Family Business and Family Wealth Advising from the Family Firm Institute. She has spoken around the country on next generation issues in family business and family philanthropy. Ellie serves on several nonprofit boards including the National Center for Family Philanthropy, Council of Michigan Foundations, Frey Foundation, and Learning to Give. Outside of work, Ellie is an avid fly fisherwoman. When she is not in a trout stream, you can find Ellie and her husband Chad in East Grand Rapids, MI with their toddler Steven Monroe.  Plenary: Pride of Place – Foundations Sustaining a Commitment to Place in a Rapidly Changing World

Adam C. Gibbons has served on the Board of Directors since 2005. He is an investment professional with Latash Inc., an Anchorage, Alaska-based family office that provides investment advisory and consulting services to the Rasmuson Foundation and the Rasmuson family. Prior to joining Latash, Mr. Gibbons was an associate in JPMorgan’s real estate investment banking group and JPMorgan’s mergers & acquisitions group from 1999 to 2002. Prior to that time, Mr. Gibbons was a corporate associate in the New York law firm, Battle Fowler LLP (now Paul Hastings Janofsky & Walker LLP), from 1994 to 1999. At JPMorgan and Battle Fowler, Mr. Gibbons focused on advising public and private clients in their mergers and acquisitions and capital raising activities. Mr. Gibbons is a trustee for The Nature Conservancy in Alaska and previously served on the Family Philanthropy Committee of and The Council on Foundations. He received a Juris Doctorate from the University of Pennsylvania Law School in 1994 and an Artium Baccalaureatus (A.B.), magna cum laude, from Bowdoin College in 1991. He is admitted to the Bar in the State of New York. Mr. Gibbons lives in Bronxville, NY, with his wife, Ingrid, and their two children, Tomas and Matias.  Plenary: Pride of Place – Foundations Sustaining a Commitment to Place in a Rapidly Changing World

adam-growald-150x150Adam Growald is Treasurer of the Growald Family Fund. Adam is a speaker and writer on mindful philanthropy, conscious relationships, and cross-cultural understanding. He is an advisor to leading companies on their strategy, branding, and organizational alignment, having worked at Bain & Company and Lippincott, and as an independent consultant. In addition to his business advisory work, Adam serves on the boards of the Rockefeller Family Fund, the David Rockefeller Fund, the Growald Family Fund, and the Happiness Assembly: in all his work and philanthropy, Adam is committed to a spiritual vitalization of the world and the joyful flourishing of life. A philosopher both at heart and by training—he holds a degree in philosophy from Princeton University—Adam is a student of many traditions, and an avid explorer of the world.  Plenary: Bringing New Power to Family Legacy

paul-growald-150x150 Paul Growald is co-founder of the Growald Family Fund. He is an entrepreneur and venture philanthropist with a life-long passion for building organizations that support and catalyze social change. Paul’s first job was managing public communications for Stanford University biologist Paul R. Ehrlich. Paul established The Food Bank, an organization that collected non-marketable produce and canned goods from California’s growers and food processors, for distribution to those in need. This role expanded to encompass initiatives that supported a Community Garden, Farmer’s Market, and child nutrition initiatives like Summer Lunch Programs, WIC & Food Stamp outreach. In 1977 Paul was appointed by Governor Jerry Brown as one of the first public members of the California State Board of Food and Agriculture. Two of the more impactful highlights from his tenure were the Department’s enactment of farmer-to-consumer direct marketing regulations and comprehensive pesticide safety regulations that remain foundational in California today. Paul is currently actively involved in Stopping Stones, an historical reparations endeavor designed to bring attention to the persons and places impacted by slavery, to reveal the roots of prejudice and hatred against African Americans in the United States, and to catalyze actions to extinguish their impact. Read more about Paul’s bioPlenary: Bringing New Power to Family Legacy

Geoffrey Gund is the president of the board of trustees of The George Gund Foundation, a Cleveland-based grantmaker that was started by his father in 1952.  Gund has served on the foundation’s board since 1976 and has been the board president since 1994.  Gund grew up in Cleveland and has lived for many years in New York City where he taught history, economics and law at the Dalton School until his retirement in 2013.  He is a graduate of Harvard College and Yale Law School.  Plenary: Pride of Place – Foundations Sustaining a Commitment to Place in a Rapidly Changing World

Phil Gwoke’s life mission is to help people excel and bring out the best in every generation. He is a passionate generational expert that is skilled in developing strategies to improve inter-generational communication and collaboration. As an internationally recognized speaker, Phil has presented in 20 different states to over 100,000 people. Before becoming a speaker he pursued his passion to help people be their best selves as a high school teacher, college admissions professional, marketing coordinator, corporate trainer and even small business owner. He has maintained strong ties to his local community as a mentor and consultant to young entrepreneurs, and brings his diverse background and skill-set to the BridgeWorks team. Phil is one of BridgeWorks’ resident Gen Xers, and brings his unique humor, experiences, research and generational expertise to every keynote, workshop and training session he delivers. He is a firm believer that with the proper motivation, training and support system, members of any generation can become capable of remarkable accomplishments. With his down-to-earth, relatable style and dedication to presenting research in a digestible, entertaining way, Phil has become a fast favorite with audiences around the country.  Read more. Plenary: Bringing New Power to Family Legacy

Phillip Henderson is President of the Surdna Foundation. Under his leadership, the foundation has reshaped its programs based on its mission to foster just and sustainable communities in the United States. Prior to his appointment at Surdna, Phil was Vice President of the German Marshall Fund of the United States (GMF), overseeing the day-to-day operations of the organization and providing strategic guidance to staff and programs. Phil joined GMF in 1998 as a Program Officer responsible for grantmaking in economics; he later worked on special projects promoting civil society development in Central and Eastern Europe, including serving as chairman of the Trust for Civil Society in Central and Eastern Europe, establishing the Belgrade-based Balkan Trust for Democracy and the Bucharest-based Black Sea Trust for Regional Cooperation. Before his time at GMF, Phil lived in Eastern Europe, where he worked with the Civic Education Project (CEP), a non-profit specializing in higher education reform in Central and Eastern Europe. While with the organization, he served as a visiting economics lecturer at the University of Timisoara in Romania, Country Director for CEP in Romania, and Director of CEP’s Central and East European programs while based in Prague and Budapest. Phil serves as chairman of the Romanian American Foundation, and he also serves on the boards of BoardSource, Living Cities, the Center for Civic Engagement at Bard College, and International House. Phil holds an M.A. in Economics from the University of California, Santa Barbara, and a B.A. in Economics from Michigan State University. Plenary: Bringing New Power to Family Legacy

Kimberly Myers Hewlett is treasurer of the Myers Family Foundation and a board member of the Flora Family Foundation. She is also a development officer at the Stanford University Medical Center. Previously, she worked for Rockefeller Philanthropy Advisors and served as alumni relations director for the Stanford University Medical School. She is an alumna of The Philanthropy Workshop West, a “boot camp” for emerging philanthropists. Hewlett received her undergraduate degree from Stanford University and an MBA from the Kelley School of Business at Indiana University. She currently lives in Mountain View, CA with her husband Billy and two children.  Plenary: Partners in Living and Giving – Couples Philanthropy

Dr. Jeffrey Freeman Hines is presently the lead gynecologic oncologist for Wellstar Health System. Dr. Hines is a Clinical Associate professor of Obstetrics and Gynecology at the Morehouse School of Medicine and a Clinical Instructor, Department of Obstetrics and Gynecology, at the Georgia Regents University School of Medicine. Jeff previously served on the national advisory board for the Summerbridge Breakthrough Alumni Network. He is co-advisor of the Hines Family Fund of the Community Foundation of Greater Atlanta, and past president of the Board of Trustees for Fulton County’s Hammonds House Museum of African American Art and Resource Center. He serves as an emeritus trustee and is former vice chair for The Lovett School in Atlanta. He is a member of Leadership Atlanta Class of 2008. Jeff previously served as a member of the Metro Atlanta Chamber of Commerce Regional Education Committee. He presently serves as a trustee on the Board of Directors for the Breakthrough Atlanta Collaborative. He is a former member of the board of trustees for the Brown University Medical Alumni Association. In July 2015, Jeff began a six year term as a Corporation trustee for Brown University. He received his undergraduate Bachelor of Science degree from Brown in Biology, magna cum laude, in May 1983. Jeffrey was the recipient of a United States Army Health Professions Scholarship in 1982. Jeffrey received his medical degree from Brown University School of Medicine in May 1986. Read morePlenary: Race, Equity, and Family Philanthropy

Sivan Hines has been a pediatrician for over 25 years and has spent her career striving to improve the lives of children both through her medical practice and through her extensive community philanthropic and volunteer involvement. She is co-advisor of the Hines Family Fund of the Community Foundation of Greater Atlanta. The fund has focused its efforts mainly in areas of inequity, particularly in education. Sivan is deeply involved in non-profit work throughout Atlanta. She currently serves on the Board of the Community Foundation of Greater Atlanta and is Chair of the Community Committee. Sivan is also a dedicated board member and former Chair of the Foundation Board for Atlanta Youth Academy, a Christian inner city school that strives to provide a top education to underserved children. She is also the vice-chair of Girls Inc of Atlanta and is working to equip young girls with the tools to navigate gender, economic and social barriers. Most recently, Sivan co-founded the Community Foundation’s Spark! Opportunity donor circle, a group committed to learning about and funding solutions to bridge the equity gap in the Atlanta region. Sivan holds both a B.A. in American Civilization and an M.D. from Brown University.  Plenary: Race, Equity, and Family Philanthropy

Katherine Lorenz was recently named by Forbes as “One to Watch,” an up-and-coming face in philanthropy. She is president of the Cynthia and George Mitchell Foundation, a grantmaking foundation focusing on environmental sustainability in Texas. Previously, she served as deputy director for the Institute for Philanthropy, whose mission is to increase effective philanthropy in the United Kingdom and internationally. Prior to that, Ms. Lorenz lived in Oaxaca, Mexico for nearly six years where she co-founded Puente a la Salud Comunitaria, a non-profit organization working to advance food sovereignty in rural Oaxaca through the integration of amaranth into the diet. She continues to be involved with Puente’s work as an active board member. Additionally, she currently serves on the boards of directors of the Environmental Defense, the Institute for Philanthropy, Exponent Philanthropy, the Endowment for Regional Sustainability Science, and the National Center for Family Philanthropy. Ms. Lorenz is a member of the Global Philanthropists Circle of the Synergos Institute. She sits on the Council on Foundations Committee on Family Philanthropy and served on their 2012 and 2013 Family Philanthropy Conference Planning Task Force. Ms. Lorenz holds a B.A. in Economics and Spanish from Davidson College.  Plenary: Responding, Recovering, Rebuilding, Becoming Resilient and Session: Generation Impact – How Next Gen Donors Are Revolutionizing Giving

Cindy-Mercer-150x150Cindy Mercer

Cindy Mercer is an entrepreneur, impact investor and mentor; passionate about connecting people, ideas, knowhow and resources to solve seemingly intractable global challenges. Early in her journey, Cindy worked with President Carter to help establish the Carter Center, followed by a career as a lawyer and entrepreneur. With Addison Fischer, Cindy Co-founded Planet Heritage Foundation (PHF); a grant making and impact investing foundation focused on systems change in climate, marine, biodiversity, animal welfare, and food. In climate, PHF recently launched the Aligned Intermediary (AI), an investment advisory group supporting institutional investors to increase the flow of private capital to climate infrastructure projects including clean energy, water, and waste-to-value. Aligned Intermediary’s initial investor members have committed to deploy $1.4 billion. In marine, PHF launched Oceans 5, a global funders’ collaborative focused on marine protection and overfishing, including partners Oak Foundation, Waitt Foundation, Bloomberg Philanthropies, Packard Foundation, Moore Foundation, and Leonardo DiCaprio Foundation. Cindy serves as a board member for Oceans 5, Virgin Unite Constellation, Kimbal Musk’s Kitchen Community, The Jane Goodall Institute, The Philanthropy Workshop, and the National Center for Family Philanthropy, and as advisor to several primary donor education initiatives including the Raikes Foundation Impact-Driven Philanthropy Initiative.  Plenary: Partners in Living and Giving – Couples Philanthropy and Workshop: The Art and Practice of Collaboration – Pushing Past the Noise and Frustration

john a. powell is Director of the Haas Institute for a Fair and Inclusive Society and Professor of Law, African American, and Ethnic Studies at the University of California, Berkeley. He previously served as the Executive Director at the Kirwan Institute for the Study of Race and Ethnicity at the Ohio State University and the Institute for Race and Poverty at the University of Minnesota. He was formerly the National Legal Director of the American Civil Liberties Union. He is a co-founder of the Poverty & Race Research Action Council and serves on the board of several national organizations. john led the development of an “opportunity-based” model that connects affordable housing to education, health, health care, and employment. He has taught at numerous law schools including Harvard and Columbia University. His latest book is Racing to Justice: Transforming our Concepts of Self and Other to Build an Inclusive Society.  Read morePlenary: Race, Equity, and Family Philanthropy

Robert D. Putnam is the Peter and Isabel Malkin Professor of Public Policy at Harvard University. He is a member of the National Academy of Sciences, a Fellow of the British Academy, and past president of the American Political Science Association. In 2006, Putnam received the Skytte Prize, the world’s highest accolade for a political scientist, and in 2012, he received the National Humanities Medal, the nation’s highest honor for contributions to the humanities. Notable publications include Making Democracy Work and Bowling Alone: The Collapse and Revival of American Community, both among the most cited (and bestselling) social science works in the last half century. His most recent book, Our Kids: The American Dream in Crisis, a New York Times bestseller, chronicles the growing gap in opportunity for American youth.  Read morePlenary: Our Kids – The American Dream in Crisis and Session: Our Kids – Closing the Opportunity Gap

Jeff and Tricia Raikes are co-founders of the Raikes Foundation, which works toward a just and inclusive society where all young people have the support they need to reach their full potential. The foundation focuses on youth-serving systems, seeking to make them work better on behalf of the most marginalized young people in our society. The couple first met at Microsoft Corporation, where Tricia led the company’s Creative Services Division and Jeff later served as president of the Microsoft Business Division. After a 27-year career at Microsoft, Jeff served as CEO of the Bill & Melinda Gates Foundation from 2008 to 2014. He is chair of the Stanford University Board of Trustees and sits on the boards of Costco Wholesale and, along with Tricia, the Jeffrey S. Raikes School of Computer Science and Management at the University of Nebraska-Lincoln. Tricia has been recognized as a White House Champion of Change for the foundation’s work on youth homelessness. Jeff and Tricia have three children and live in Seattle.   Plenary: Partners in Living and Giving – Couples Philanthropy

Cokie Roberts is a political commentator for ABC News and NPR. In her more than forty years in broadcasting, she has won countless awards, including three Emmys. She has been inducted into the Broadcasting and Cable Hall of Fame, and was cited by the American Women in Radio and Television as one of the fifty greatest women in the history of broadcasting. In addition to her reporting, Roberts has written six New York Times bestsellers, most dealing with the roles of women in U.S. history. In addition to her appearances on the airwaves, Roberts, along with her husband, Steven V. Roberts, writes a weekly column syndicated in newspapers around the country by Universal U Click. The Roberts also wrote two books together: Our Haggadah: Uniting Traditions for Interfaith Families, published in 2011 and From this Day Forward, an account of their now almost fifty year marriage and other marriages in American history. The book immediately went onto The New York Times bestseller list, following Cokie Roberts’s number one bestseller, We Are Our Mothers’ Daughters, an account of American women’s roles and relationships over time. Roberts’s other history books recounting the untold and remarkable contributions of women to the country’s founding and its preservation: Founding Mothers, published in 2004, Ladies of Liberty in 2008, and Capital Dames in 2015, about women and Washington in the Civil War—all also rated as New York Times bestsellers, along with her children’s book Founding Mothers, illustrated by Caldecott award winner Diane Goode. The children’s version of Ladies of Liberty, also illustrated by Goode, was published in December 2016. Cokie Roberts holds more than 25 honorary degrees and serves on the boards of several non-profit institutions. President Bush appointed her to his Commission on Service and Civic Participation. In 2008 the Library of Congress named her a “Living Legend,” one of the very few Americans to have attained that honor. She is the mother of two and grandmother of six.  Plenary: The Power of Storytelling – An Interview with Ken Burns

Ridgway H. White is president of the Charles Stewart Mott Foundation, and chair of the board for the National Center for Family Philanthropy. He began his career at Mott as an intern in 2002 and was hired as a Program Assistant two years later. After working his way up through the program ranks, he served as the Foundation’s vice president for special projects and chair of its management working group from 2011 until he became president in January 2015. As part of his earlier program work for the Foundation, White also served as a loaned executive for the Uptown Reinvestment Corporation, a nonprofit organization focused on revitalizing Flint. Over the course of a decade, White oversaw the development of over 1 million square feet of mixed use space, paving the way for numerous new businesses and restaurants to open. Notable projects included the creation of the Flint Health and Wellness district, a four block area that’s now home to the Flint Farmers’ Market and the Michigan State University College of Human Medicine.  Read morePlenary: Responding, Recovering, Rebuilding, Becoming Resilient

Nat Chioke Williams leads the Hill-Snowdon Foundation in its philanthropic and programmatic work, operations and partnerships within the community. Nat manages HSF’s Youth Organizing and Fund for DC programs. He is also responsible for developing learning and leveraging opportunities in these program areas. Nat is also leading up the Foundation’s newly launched Making Black Lives Matter Initiative (MBLM), a three year grantmaking and strategic co-funding initiative that seeks to maximize this historic moment to begin building long term institutional and political power for Black social change and racial justice. In partnership with other social justice funders, Nat has been involved with the development of Grantmakers for Southern Progress, a network of local, regional, and national funders committed to facilitating joint learning, collaboration and leveraging of new resources to help build a vibrant and enduring infrastructure for social justice in the American South, and currently serves as co-chair of the group.  Read morePlenary: Race, Equity, and Family Philanthropy

Rick Williams is the Chief Executive Officer of the Sobrato Family Foundation (SFF), one of Silicon Valley’s largest philanthropic organizations. SFF’s mission is to promote access to high-quality education, career pathways, and essential human services, as it seeks to make Silicon Valley a place of opportunity for all its residents. Prior to joining SFF, Mr. Williams was Founder and President of Realize Consulting Group, a management consultant firm focused on creating effective and sustainable solutions for philanthropic and nonprofit organizations and the communities they serve. Mr. Williams also served at the Director of the Asset Funders Network, a national community of foundations and grantmakers advancing programs and policies that build and protect financial assets for low-income individuals. Mr. Williams previously served as the National Programs Director at the Charles and Helen Schwab Foundation where he oversaw grantmaking in the areas of homelessness, substance abuse, foster youth, after-school services, and poverty prevention. Mr. Williams is currently on the Boards of the National Center for Family Philanthropy, Northern California Grantmakers, Silicon Valley Children’s Fund, and Fresh Lifelines for Youth (FLY). Previously Mr. Williams served as the Board Chairperson of Archbishop Mitty High School in San Jose, CA and a founding board member of Grantmakers for Effective Organizations (GEO). Mr. Williams also previously served as the Deputy Director of the Santa Clara County Mental Health Department and Director of the Santa Clara County’s psychiatric inpatient services. Mr. Williams holds a Bachelor of Science degree in clinical psychology from Washington State University and a Master of Arts degree in clinical psychology from Antioch University.  Plenary: Pride of Place – Foundations Sustaining a Commitment to Place in a Rapidly Changing World and Session: Dimensions of Transparency and Communication – The Russell Family Foundation


Session and Workshop Speakers


Sharon Alpert is president of the Nathan Cummings Foundation. A seasoned philanthropic leader, Sharon has more than 20 years of experience at the intersection of inequality and environmental issues. Previously, Sharon served as the Vice President of Programs and Strategic Initiatives at the Surdna Foundation. Joining Surdna in 2004, Sharon rose from program officer to director of Surdna’s Sustainable Environments Program. Having spent more than a decade with the Surdna Foundation, Sharon brings with her deep experience working with a multi-generational family dedicated to social justice. Her service at the Surdna Foundation was defined by her commitment to collaboration, innovation, and creating a culture of learning. Sharon began her career in philanthropy at the Ford Foundation, where she implemented a cross‐portfolio initiative to address inequality in housing, employment and environmental opportunities in Camden, New Jersey. She also reshaped Ford’s environmental justice portfolio to focus on next generation leadership from communities of color and the intersection of health and the environment. Previously, Sharon spent eight years in the nonprofit and private sectors. This work included securing millions of dollars of public and private investments for the Northern Manhattan Improvement Corporation to support affordable housing, energy efficiency and environmental health programs; working with leaders in the environmental justice movement at the Washington Office on Environmental Justice and Natural Resources Defense Council; and serving as a liaison to the Sustainable Communities Taskforce of the President’s Council on Sustainable Development. She also worked on Wall Street as the director of marketing for a financial software firm that provided technology solutions to international banks and energy companies. Sharon holds both a master’s in public administration and a bachelor’s in agricultural, resource and managerial economics from Cornell University. She lives in Brooklyn, New York, with her Canadian husband, Kevin, and their two children, Millie and Jesse.  Workshop: What’s Your Strategic Lifespan?

Barbara Bainum serves as Chair of the Board, Chief Executive Officer, and President of the Bainum Family Foundation. Barbara’s entire professional career reflects her deep and unwavering commitment to investing in the cognitive, social, emotional and physical support services that children in poverty need to thrive. Since 2008, she has successfully led the Foundation’s philanthropic investments in programs and services that align with its mission, while increasing internal organizational effectiveness in the areas of board governance, strategic planning, finance and administration. No stranger to leadership, Barbara consistently promotes a culture of employee engagement, leadership development and diversity of thought, and is committed to the Foundation’s core values of continuous learning, integrity, collaboration and commitment. In addition to serving on the Board of Directors for the Mental Wellness Foundation, Inc., Barbara serves on a number of corporate boards including Realty Investment Company Inc., Sunburst Hospitality Corporation and SunBridge. She also served as Director for Choice Hotels International for eight years, where she was an active member of the Diversity Committee, and worked as a Clinical Social Worker. Barbara is the daughter of founder Stewart Bainum and, through her work at the Foundation, she continues to carry out her father’s legacy of giving the less-advantaged a chance at a level playing field. She holds a BS from La Sierra University and a Master of Social Work (MSW) from the University of Maryland. She is a Licensed Certified Social Worker-Clinical (LCSW-C) in the State of Maryland.  Session: Transparency and Accountability – Private Responsibility, Public Trust

Linda Baker joined the David and Lucile Packard Foundation in 1994, and currently serves as the Director of Organizational Effectiveness. In this role, she leads the Organizational Effectiveness (OE) team as they invest in grantees to build their core strengths and maximize their impact. Through these investments, the OE team aims to build healthier, better connected organizations and networks ready to bring about greater change in the areas the Foundation cares most about. The OE team works in collaboration with the four program grantmaking areas of the Foundation, and also engages with the broader field on capacity building and good philanthropic practice. She has also served the Foundation as program officer in the Local Grantmaking and Children, Families and Communities programs, and as an analyst and associate editor in the Center for the Future of Children.  Session: Transparency and Accountability – Private Responsibility, Public Trust

James Thomas Berylson is the Founder and Managing Partner of Berylson Capital Partners, LLC. Prior to founding Berylson Capital Partners, Mr. Berylson worked at Serengeti Asset Management in New York City as Investment Analyst. Mr. Berylson served at Goldman Sachs & Co where he worked in both the Special Situations Group and the Leveraged Finance Department. He was an Associate in the Special Situations Group at Goldman Sachs where he focused on public equity, distressed debt and private investment opportunities across various sectors. He began his career at Goldman Sachs in the Leveraged Finance Division. He has been a Non Executive Director at Millwall Holdings plc since August 4, 2010. He serves as a Director of Affinity Solutions and is a Trustee of the Richard & Susan Smith Family Foundation. Mr. Berylson received a BA from Harvard College in 2004.  Session: Legacy Planning and Leadership Transitions for Times of Grief

Caprice Bragg is the Vice President of Development and External Relations for the Rock & Roll Hall of Fame, where she leads fundraising, membership and donor relations. Formerly Executive Director, External Relations at Ohio State University’s Fisher College of Business, Caprice oversaw development, alumni relations and donor stewardship activities for the college. Prior to her tenure at Ohio State, Caprice was a 12-year employee of the Cleveland Foundation, where she held several roles, including Senior Vice President for Gift Planning and Donor Relations, Director of Planned Giving, and Gift Planning Officer. She has practiced law at Benesch, Friedlander, Coplan & Aronoff and in-house at KeyCorp, and was an employee benefits and human resources consultant with Ernst & Young. She’s well-engrained in the philanthropic community, serving on the boards of the State of Ohio’s Arts Commission, Nord Family Foundation, In Counsel with Women, Lake Erie Ink, and various advisory boards. Caprice has been active on the boards of the State of Ohio’s Cultural Facilities Commission, Lake Ridge Academy, the Estate Planning Council of Cleveland (past president), the Cleveland Metropolitan Bar Association, and AdNet, a professional organization for development professionals in community foundations. She is a native of Akron, graduated with honors from Oberlin College, and earned her J.D. from the New York University School of Law.  Session: Bringing in New Voices – Nonfamily Trustees, Advisory Committees, and Other Tools 

Beth Harper Briglia is the Vice President of Philanthropy Services for the Chester County Community Foundation. In that capacity, she works directly with individuals, families, corporations and nonprofit organizations that are interested in establishing charitable funds at the Foundation. She also manages the Foundation’s grants and scholarships program. Ms. Briglia has over two decades of experience working with nonprofit organizations providing consulting and training services through LaSalle University’s Nonprofit Center. In addition, she has over a dozen years of accounting and consulting experience in diversified financial service environments, including asset management, insurance and banking. She is a Certified Public Accountant and a Chartered Advisor in Philanthropy. Beth’s current volunteer activities include serving as President of La Salle University’s Alumni Board; Member, Board of Directors of Catholic Social Services/Related Corporations; Chair/Member St. Basil the Great School Advisory Council; and Member, Bishop Shanahan High School Advisory Board . She is a member of the Kiwanis Club of Phoenixville. Ms. Briglia has served as a Board member and President of The Clay Studio Board of Directors, a Board member of Junior Achievement (Chicago), and President of her children’s Home & School Association. Ms. Briglia resides in Chester County with her husband, Michael, and their three children.  Session: How Philanthropic Families and Community Foundations Successfully Partner

Debbie Mintz Brodsky is the founder of DMB Pictures, a boutique video production company specializing in producing broadcast-quality personal stories for families, non-profits and foundations. Brodsky, a three-time Emmy Award-winning television producer with more than 25 years of experience, focused much of her early career in public television, working for South Carolina ETV (PBS), WETA (PBS), and MHz NETWORKS. Her many years of professional interviews have included such notables as Senator John McCain, Bob Dole, Tiger Woods, and former Major League Baseball Commissioner Bud Selig. In addition to the many documentary-style films she has produced for non-profit organizations, she has created numerous legacy films for families, including the Weissberg Foundation, the Mittler Family Foundation and the Marion I. & Henry J. Knott Foundation. With her company DMB Pictures, she enjoys helping people get to the heart of their story and feel comfortable while telling it.  Session: Preserving Donor and Family Legacy – New Tools and Techniques

Karie Brown has devoted her career to economic and social justice. Karie is the VP of Programs for Comic Relief Inc., a new US fundraising and grantmaking institution that runs Red Nose Day, which is working to end child poverty in the US and around the world. Prior to this role, through KB Consulting, Karie worked with nonprofit organizations and progressive foundations to promote effective philanthropy and social change programs. Over the course of fourteen years, with a range of clients, she provided guidance in strategic planning, program design and organizational development as well as individual and team coaching for staff and board leadership development. Prior to her consulting practice, Karie was the Director of Programs for Tides Foundation, a donor-advised grantmaking institution based in San Francisco; the Director of Programs for Katalysis North/South Development Partnership; and the first Executive Director for International Development Exchange. Karie has a Masters degree in regional planning from Massachusetts Institute of Technology and an undergraduate degree in economics from Stanford. She has served as a trustee of her family foundation, Hidden Leaf Foundation, since its founding more than 30 years ago and has been the Chair of the Board for the last four years. She also currently serves as a trustee for Yoga Dana Foundation, California Yoga Teachers Alliance and Reynolds & Brown Corporation.   Session: Bridging the Power Divide

Rob Buchanan is the Board Chair of Charities Aid Foundation of America, a 501(c)(3) nonprofit that makes it safe, easy and effective for individuals, families, foundations and corporations to make philanthropic gifts around the world. He is the former President of the El-Hibri Foundation in Washington, D.C. Previously, he served as Managing Director of International Programs at the Council on Foundations where he partnered with the European Foundation Centre to create resources on cross-border grantmaking (Principles of Accountability for International Philanthropy) and disaster response (Disaster Grantmaking: A Practical Guide for Foundations and Corporations). Rob also co-authored Making a Difference in Africa: Advice from Experienced Grantmakers and spearheaded creation of a resource for grantmakers on anti-terrorism issues (Principles of International Charity). Prior to the Council on Foundations, Rob served as Program Director for the Horn of Africa at Oxfam America and led a coalition for EarthAction which resulted in U.S. ratification of the United Nations Convention to Combat Desertification. He has served on the boards of Oxfam America (staff representative), the Asia Pacific Philanthropy Consortium, Worldwide Initiatives for Grantmaker Support (WINGS), and Partners of Tanzania’s Relief and Development. Rob is a graduate of The Johns Hopkins University and earned an M.A. from The Johns Hopkins School of Advanced International Studies.  Session: 21st Century Geographic Dispersion – Supporting a Global Family

Alice Buhl is Senior Fellow to the National Center for Family Philanthropy and its Board of Directors. She was a founding board member of the National Center for Family Philanthropy and led the development of the “Pursuit of Excellence” assessment process. She also is a frequent contributor to National Center publications. Alice is a Senior Consultant for Lansberg, Gersick & Associates and has extensive experience in philanthropy and nonprofit management. Born and raised outside Chicago, she earned her MBA from Washington University (St. Louis). Alice has served as executive director of the Conference on Education and of the Metropolitan Association for Philanthropy in St. Louis, and senior vice president of the Council on Foundations in Washington, DC. Since 1990, Alice has been a consultant in philanthropy to many American and Canadian family foundations and prominent private foundations, specializing in assisting families as they manage critical challenges affecting their grantmaking. Alice and her husband live in the Washington, DC area.  Session: Effective Board Chairs – Roles, Responsibilities, Realities

Jason Burnett is a board member of The David and Lucile Packard Foundation. Jason was the Mayor of Carmel-by-the-Sea, CA from 2012 to 2016 and served as a Carmel-by-the-Sea City Councilm ember from 2010-2012. Formerly Jason was the Managing Partner of Clean Fund, a company that works to structure and secure financing for renewable energy and energy efficiency projects. Previously Jason was the Associate Deputy Administrator of the U.S. Environmental Protection Agency where he coordinated energy and climate change policy across the EPA and led the development of greenhouse gases regulations. Jason has also worked for a brokerage and consulting firm, Evolution Markets, where he assisted companies and governments with the carbon market. He has testified before and been interviewed by Senate and Congressional committees and continues to engage federal and state policy leaders on managing the regulation of greenhouse gases under the Clean Air Act. He has also been quoted in the Washington Post, New York Times, Wall Street Journal, LA Times, AP, CNN, ABC, C-SPAN, and NPR. Jason is a trustee of the David and Lucile Packard Foundation. Jason holds a Master of Arts in Earth Systems and a Bachelor of Arts in Economics from Stanford University and lives in Washington DC with his wife, Melissa Burnett, and their son Sebastian Burnett.  Session: Bringing in New Voices – Nonfamily Trustees, Advisory Committees, and Other Tools

Yolanda Caldera-Durant is Director of Programs at Fund the People, the national campaign to maximize investment in the nonprofit workforce. She is responsible for overseeing educational programming, events, resources and research efforts targeted to building a strong, diverse, inclusive and sustainable nonprofit sector. Previously, Yolanda was at the Connecticut Health Foundation where she served as Senior Program Officer on health equity issues and, concurrently, Program Director of the state-wide Health Leaders Fellows Program. She was an adjunct professor at the University of Connecticut’s Nonprofit Management Program at the Department of Public Policy. Yolanda was a Program Associate at the New Haven, CT office of the national Annie E. Casey Foundation. Before that, Yolanda was Program Director at the Fairfield County Community Foundation where she provided oversight for grantmaking in economic opportunity, health and human services, and capacity building and concurrently led the foundation’s Center for Nonprofit Excellence. Yolanda’s community leadership includes serving as an Advisor on the Board of the Progreso Latino Fund at the Community Foundation of Greater New Haven, Co-Coordinator for Las Comadres New Haven/Bridgeport, a chapter of an international network that builds connections and community among Latinas. She is a co-founder and member of Beta Sigma Alpha, a community service sorority focused in supporting Latinas in the pursuit of higher education. She previously served on the board of Project Access New Haven, which serves to increase access to medical care and services for underserved patients in the Greater New Haven area. Yolanda holds an M.S. degree in Nonprofit Management from the New School University and a B.A. in sociology from the University of Connecticut. She lives in Milford, CT with her husband and energetic Maltese.  Session: Capacity Building and Investing in Leadership

Fuller E. Callaway is a financial advisor for the Indigo Group at Morgan Stanley, focused on impact investing.  Previously, he worked in the Georgia Land Conservation Program (GLCP) program and was a portfolio manager at the Georgia Environmental Finance Authority (GEFA). In this role, he managed the $55 million revolving loan fund to provide financing to local governments, conservation organizations, and landowners for permanent land conservation projects.  He was also involved in the program and portfolio management of the $2 billion clean water and drinking water revolving loan funds for Georgia. Before coming to GEFA, Fuller served as the land conservation specialist for the Georgia Conservancy for four years, where he educated and advised private landowners across the state on the financial and environmental benefits of conservation. He led the program to preserve in perpetuity over 30,000 acres of high biodiversity habitat along major rivers, streams, and mountain ranges across the state. He also assisted land owners in the restoration of degraded and altered landscapes across thousands of acres throughout the state.Fuller earned his bachelor’s degree in Finance from Georgia State University and was Chief Investment Officer for the Student Endowment Fund at the University.  He serves as a trustee on the Morning Star Foundation.  Session:  Impact Investing and Generational Differences in Family Philanthropy

Mark C. Callaway was nominated to serve on two of the Fuller E. Callaway Family Foundations in 1982 when he was 25. He has been deeply involved in the Callaway Foundation, Inc. as well as the Fuller E. Callaway Foundation for 25 years, serving on various committees including the Investment Committee. While on the Investment Committee, he drafted and implemented the foundation’s first Investment Policy Statement. In 1994, Mr. Callaway formed the Morning Star Foundation, Inc. to foster philanthropy in his children. Currently four of his five children serve on the board. All investments in the Morning Star Foundation are screened for their ESG scores and both the foundation and Mark personally are signatories of the Divest/Invest Pledge.  Session: Impact Investing and Generational Differences in Family Philanthropy

Sanford “Sandy” Cardin is the President of the Charles and Lynn Schusterman Family Foundation. Drawing upon more than 20 years of professional experience in the nonprofit sector, Sandy is a frequent presenter and panelist in global forums on topics related to catalytic grantmaking, innovative program-building, Jewish identity, young adult engagement and Israel. He has written for the Chronicle of Philanthropy, Jerusalem Post and JTA and has contributed chapters to Jewish Megatrends: Charting the Course of the American Jewish Future, What We Now Know About Jewish Education and Synagogues in a Time of Change. He has also served on many boards and is currently the Vice-Chair of Leading Edge, a partnership helping to build a robust talent pipeline for Jewish organizations, and a board member of the National Center for Family Philanthropy. A native of Baltimore, MD, Sandy is a graduate of Harvard University and the University of Maryland School of Law. He recently married Melody McCoy and the couple has four children. Session: Legacy Planning and Leadership Transitions for Times of Grief

Sarah Cavanaugh works with individuals, families, and organizations to gain clarity of purpose and vision.  She is a photographer, writer, and a trustee of the Merwin Conservancy and the Russell Family Foundation.  She celebrates instructive failures and has served in the nonprofit sector for many years in support of the arts, leadership development, the environment, children’s health, and global women’s issues.  She loves her family, the Pacific Northwest, and elder artists as well as roasted vegetables.  Session: Dimensions of Transparency and Communication – The Russell Family Foundation

Rachael Chong is the Founder and CEO of Catchafire. As pioneer of the first scalable skills-based volunteering solution, Catchafire has unlocked a powerful way for foundations to provide high-impact capacity building support, and for businesses to foster meaningful employee engagement. Rachael began her career building her business skills as an investment banker at Goldman Sachs and UBS. She moved into the nonprofit world by building BRAC USA, the US affiliate of the largest nonprofit in the world, by leveraging pro bono volunteers. Since founding Catchafire, Rachael has been named one of the World Economic Forum’s Young Global Leaders, one of Fast Company’s 100 Most Creative People in Business, and received the Tribeca Disruptive Innovation Award. She is a regular public speaker at conferences like: Independent Sector, Alibaba Philanthropy Summit and TEDx on subjects including: equity & inclusion, civic engagement, innovative philanthropy, and social entrepreneurship.  Session: Collaboration in the Digital Age – Using Technology and Data to Achieve Your Mission

Kelly Chopus is a social responsibility and philanthropy executive with extensive experience in strategic external relations, corporate giving and community building. She currently serves as the Chief Executive Officer of the Robins Foundation where she is responsible for the operations, management and grantmaking for the one of the region’s largest family foundations. She has been in the role since September 2013. Most recently Chopus served as Director of Community Relations for Fortune 500® aerospace anddefense manufacturer, Goodrich Corporation in Charlotte, N.C. There, she supervised all global philanthropy, community relations and volunteerism. She also served as Vice President of Business Operations for the former WNBA Charlotte Sting from 2002 -2005 and as an Associate Producer for the Salt Lake Organizing Committee for the 2002 Winter Olympiad.  Workshop: Achieving Equity… How Exactly?

Alyssa Cogen serves on the Board of Directors of the Solon E. Summerfield Foundation, which works to strengthen postsecondary education and career pathways for underserved youth, ages fourteen to twenty-four. Alyssa previously participated in the Exponent Philanthropy Next Gen Fellowship and currently works in the Advancement Office of an independent school in Washington, DC. Alyssa is a graduate of College of the Atlantic with a Bachelor’s Degree in Human Ecology.  Session: Interactive Learning Agendas to Engage Family Members

Claire Costello is the National Philanthropic Practice Executive for Philanthropic Solutions at U.S. Trust, Bank of America Private Wealth Management. Ms. Costello is a recognized expert in philanthropy. Her reputation results from her involvement with a variety of non-profit ventures and her extensive work assisting high-net-worth individuals and families in identifying and fulfilling their philanthropic ambitions. She supports clients in making a broad range of philanthropic decisions concerning the implementation and execution of their giving strategies and is responsible for providing thought leadership and identifying best practices for both philanthropic families and nonprofit institutions. Previously, Ms. Costello founded and managed the Citigroup Private Bank global Philanthropic Advisory Service. She also practiced law as a litigator in both the public and private sectors, prior to which she clerked in the U.S. District Court. Ms. Costello is a graduate of Amherst College and New York University School of Law. Ms. Costello has served on the Advisory Board of GlobalGiving, the Hewlett Foundation Donor Education Committee, the Block Island Land Trust and is currently Vice Chair of the Board of Directors of the National Center for Family Philanthropy. Ms. Costello does not provide tax or legal advice in her role at U.S. Trust.  Session: Investing in Volunteer Engagement – Data, Strategies, and Tools for Success

James Cummings is an activist/philanthropist with more than 40 years’ experience, sustaining deep passions for the Environment and Social Justice, through a Jewish values lens. He is an advocate for impact investing as an additional catalyst for strategic philanthropy. James presently serves as a Trustee of The Nathan Cummings Foundation and Implementation Allies DAF. He served nine years on the Jewish Funders Network board and six years of service with Committee on Family Foundations for the Council on Foundations. In Israel, James served on the International Council of the New Israel Fund having previously advised on the steering committee of the Green Environment Fund and from its conception, the Israel Cooperative Program. James is married to Sonia, is the father of two adult daughters, and has two grandsons.  Session: Interactive Learning Agendas to Engage Family Members

Ruth Cummings is in her fourth term as the Chair of the Board of Trustees of the Nathan Cummings Foundation. She has served as a founding Trustee of the Foundation since its inception in 1988 and has been actively engaged throughout the years in establishing the foundation in its current form. With her home in Jerusalem since 1994, Ruth has lived and raised her children in Israel. She currently works to effect creative community building, by leveraging local arts and culture and other community assets to advance the social, civic, and physical development of Jerusalem. Ruth’s lifelong interest in Jewish identity, international art and culture, and service were inspired by the life and values of her grandfather Nathan Cummings. Having the privilege to be a mother and grandparent, Ruth cares deeply about passing on this valuable legacy of optimism and tikkun olam (repairing the world) by remaining active with and curious about these issues through personal involvement and action. She particularly feels drawn to the mission of “I’Dor vador,” in which the transfer of the values and responsibility from one generation to the next is paramount. A Jerusalemite arts advocate and culture worker since her arrival in Israel, Ruth founded and directs Jerusalem Culture Unlimited (JCU) in 2012, a transformational capacity-building initiative to raise Jerusalem’s emerging and small to mid-size arts and culture organizations to their next level.  JCU trains artists in strategic management and encourages their cultural leadership to ensure that their work is viable, visible, and sustainable—thereby adding to the resilience and creative capital of Jerusalem. In addition to her service with the Foundation, Ruth currently serves on the board of Vertigo Dance Company (Israel), the Garrison Institute, and the Trisha Brown Dance Company.  Session: Effective Board Chairs – Roles, Responsibilities, Realities

Carol Ann Daley Roke is the youngest of Charles and Janet Daley’s children and is a fund advisor for the Daley Family Foundation. She has a bachelors of science degree from Penn State in Business Logistics and a masters of science degree from Florida Institute of Technology in Logistics Management. She currently works for a Fortune 500 software company as a Principal Product Manager. She is a volunteer with a local animal rescue and enjoys spending her time helping others. Carol Ann and her husband, Carl, enjoy traveling, hiking with their dog, and spending time with family and friends. Session: How Philanthropic Families and Community Foundations Successfully Partner

Karen Kanya Daley is the eldest child of Charles and Janet Daley and is a fund advisor for the Daley Family Foundation. Kanya has a B.A. in Design from Philadelphia University and a M.A. in Counseling Psychology from the University of Santa Monica. Kanya is a licensed Marriage and Family Therapist and is dedicated to helping individuals reach their full potential and create deeply satisfying lives. She currently works in primary care pediatrics providing behavioral health services to children and families. Kanya enjoys yoga, biking, and remodeling her home. She recently became a foster parent to an 11-year-old girl from Myanmar.  Session: How Philanthropic Families and Community Foundations Successfully Partner

Alessandro d’Ansembourg is a family trustee of the Flora Family Foundation and the founder of di Nigo, an organization born out of the desire to solve challenges facing non-profit organizations and for-purpose social enterprises. Di Nigo consulting works with non-profit and commercial clients across a range of industries. Alessandro leads di Nigo consulting, working with consulting partners to build teams adapted to client needs and requirements. He lives in New York City.  Session: 21st Century Geographic Dispersion – Supporting a Global Family

Susan Wolf Ditkoff is a partner in the Boston office and co-Head of the Philanthropy Practice for The Bridgespan Group. Her work has focused on three primary areas: effective philanthropy, public education, and infrastructure issues such as leadership, capacity building, and governance. Susan co-authored “When You’ve Made Enough to Make a Difference” (Harvard Business Review, 2011) and “Galvanizing Philanthropy” (Harvard Business Review, 2009), which explored how philanthropists can increase their impact by getting clear about defining success, getting real about what it takes to create change, and getting better over time. Most recently, she co-authored “Philanthropy in the New Age of Government Austerity.” She has also co-authored four related op-eds in the Chronicle of Philanthropy: “The Hard Truth: Philanthropists Need to Get Real to Make Lasting Change,” “For the Gates-Buffett Challenge to Work, It Takes More than Money,” “For Better Results, Philanthropists Need to Meddle Less and Collaborate More,” and “Private Donors Must Help Government Do More With Less,” as well as two case studies on high-impact philanthropy (Tiger Foundation) and education strategy (Expeditionary Learning Schools / Outward Bound: Staying True to Mission. She has been cited as an expert by The New York Times and Reuters, and speaks frequently at the Council on Foundations and Grantmakers for Effective Organizations, Association of Small Foundations, and the National Center for Family Philanthropy, as well as for private groups of philanthropists. Her writings have been reprinted in national and international publications. In 2011, she initiated Bridgespan’s first philanthropy blog and Twitter campaign (#30DayDonorChallenge).  Session: Audacious Philanthropy – Five Lessons from 15 of the Greatest Social Impact Success Stories

Lynne Doblin has served as Executive Director of the Richard and Susan Smith Family Foundation since 2011. With the Smith Family Foundation for over a decade, she previously served as its Program Director. The Smith Family Foundation distributes approximately $13 million in grants each year aimed at promoting the health, educational attainment, and economic mobility of Greater Boston residents. Prior to joining the Smith Family Foundation, Ms. Doblin worked as a senior manager at the City of Charlotte, NC. During her tenure there, she led the city’s housing, job training and economic development programs and managed City partnerships with community-based organizations. In previous positions she served as a lobbyist for two nonprofit organizations in Washington, DC and worked in international development for a non-governmental organization based in Geneva, Switzerland. Her educational background includes a Master’s in Public Administration from Harvard University’s Kennedy School of Government and a BA from Duke University. She lives in Belmont, MA with her husband and three children.  Session: Legacy Planning and Leadership Transitions for Times of Grief

Maxwell Bruce Drever is the Founder and Chairman of Drever Capital Management and founder of the Drever Family Foundation. Mr. Drever has been an impact investor for over 40 years. His career in responsible investments began in Seattle in the early 1970s, when he profitably transformed 17 troubled complexes into desirable apartment communities for families with workforce incomes. Over the course of his career, Mr. Drever has assembled a top flight team of property management and redevelopment specialists who have consistently and cost-effectively acquired and revitalized underperforming apartments into class A and B workforce apartment communities that generated triple bottom line returns. As part of his acquisition and redevelopment strategy, Mr. Drever was one of the largest early-on buyers of the Resolution Trust Corporation’s (RTC) often troubled apartments and condominiums, and was the largest multifamily property owner in Houston in the 1980s. His latest turnaround project is The Drever tower in downtown Dallas, TX. Acquired out of bankruptcy and taking advantage of tax incentives that encourage civic development, the Drever is a historic, core high rise that is being environmentally and socially upgraded to include apartments, a hotel component, retail, restaurants, and leisure amenities. In addition, Drever Capital Management focuses on filling the growing and critical gap for workforce senior housing, providing environmentally conscious, affordable, and socially engineered active adult and memory care communities. Mr. Drever holds a B.A. in Finance from the University of Illinois. He lives and works north of San Francisco, where he is an active hiker, nature photographer, paddleboarder, and enthusiastic bay swimmer.  Session: Giving While Living: Founders at the Table

Meghan Duffy is Associate Vice President of Programs at Grantmakers for Effective Organizations, overseeing content development for GEO conferences, publications, peer learning and other programming. The GEO community makes the difference between grantmaking as usual and transformational change. With more than 5,000 member grantmakers across the globe, we work together to lift up the grantmaking practices that matter most to nonprofits and that truly improve philanthropy. From 2011-2013, Meghan led implementation of the Scaling What Works initiative at GEO as Manager of Special Initiatives. Meghan has twenty years of experience in the philanthropic/nonprofit sector. Prior to joining GEO, Meghan served as Director of Special Projects for San Diego Grantmakers and also served on several foundation grants committees. Before moving to California, Meghan was Development Director at a national nonprofit LGBT health organization. She has also worked in fundraising and outreach for the Victory Fund and the Feminist Majority Foundation, and as a consultant specializing in writing and research for several other community organizations. Additionally, Meghan has taught sociology and LGBT studies as an adjunct faculty member at the University of Maryland. Meghan currently serves on the Fund the People Advisory Council and the LearnPhilanthropy Advisory Board. She earned her master’s in sociology at the University of California San Diego and holds a bachelor’s degree in English from the University of Maryland.  Session: Capacity Building and Investing in Leadership: What Does it Mean for Effectiveness and Impact?

Farhad Ebrahimi is the founder and chair of the Chorus Foundation, which works for a just transition to a regenerative economy in the United States. The Chorus Foundation supports communities on the front lines of the old, extractive economy to build new bases of political, economic, and cultural power for systemic change. Through his work with Chorus, Farhad is most interested in the question of how philanthropy might play a role in putting itself out of business. Which is to say, how can the redistribution of consolidated wealth support the transition to a world in which such wealth is no longer extracted and consolidated in the first place? It is in this context that Chorus will be spending down its entire endowment by 2023. Farhad serves on the boards of the Democracy Alliance and the Wildfire Project. He graduated from the Massachusetts Institute of Technology in 2002 with a bachelor’s degree in Mathematics with Computer Science, and he currently lives in Brooklyn.  Sessions: What’s Your Strategic Lifespan? and Bridging the Power Divide

Joel Fleishman is Professor of Law and Public Policy at the Sanford School of Public Policy at Duke University.  He served as Legal Assistant to Governor Terry Sanford, the School’s namesake, in 1961-65.  He joined the Duke faculty in 1971, was founding director of what is now the Sanford School of Public Policy, and has served Duke as vice president, senior vice president and first senior vice president. Taking part-time leave from Duke from 1993-2003, he became president of The Atlantic Philanthropic Service Company (NYC), the U.S. program staff of Atlantic Philanthropies.  Mr. Fleishman is a Fellow of the American Academy of Arts and Sciences and the author of The Foundation: A Great American Secret–How Private Wealth is Changing the World, published in 2007 by PublicAffairs Books and released in paperback in 2009.  Another book, which he co-authored with Tom Tierney, chairman of The Bridgespan Group, entitled Give Smart: Philanthropy that Gets Results, was released in March 2011.  His latest book, Putting Money to Work:  Philanthropy Now or Investing for the Future? is expected to be released in Fall 2017.  He is Director of the Sanford School’s Center for Strategic Philanthropy and Civil Society and Director of the Sanford School’s Samuel and Ronnie Heyman Center for Ethics, Public Policy and the Professions. On Founders’ Day, October 1, 2009, Duke presented Mr. Fleishman with one of the University’s highest honors, the University Medal for Meritorious Service. He was Chairman of the Board of Trustees of The Urban Institute until stepping down in May 2014, and he currently serves on the Board of Directors of the Ralph Lauren Corporation.  On a lighter note, he was the Wine Columnist for Vanity Fair for 8 years.  Session: Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow?

Simone Friedman serves as the Head of Philanthropy and Impact Investment for the EJF Philanthropies umbrella. Based in Washington, D.C., the umbrella encompasses four private foundations as well as the personal giving of Simone’s family members, including Emanuel J. Friedman, CEO of EJF Capital. Prior to her involvement with EJF Philanthropies, Simone founded and later sold an analytics company that used proprietary software to identify trends in patenting. Simone graduated summa cum laude from the George Washington University and she holds a Master’s of Urban and Environmental Planning degree, with a concentration in Policy Analysis, from the University of Virginia. Based in Washington, D.C., Simone frequently speaks at conferences about how she uses impact investments to complement to traditional grants as tools for creating social change. She has personal interests in effective altruism and networked philanthropy.  Session: Impact Investing and Generational Differences in Family Philanthropy

Sampriti Ganguli is Arabella Advisors’ chief executive officer. She oversees all aspects of the firm’s performance, including revenue, operations, strategic growth, marketing, and client services. Sampriti drives and executes Arabella’s business strategy, sets operational priorities, and manages senior staff. She is also responsible for enhancing systems and policies that enable Arabella to deliver on its mission—to help foundations, philanthropists, and investors who are serious about impact achieve the greatest good with their resources.  Workshop: Putting Risk on the Table: Expanding Your Comfort Zone

Sharna Goldseker is a speaker, writer, and consultant who engages multiple generations in the intersection of values and strategy to transform the ways in which they give. She is today’s leading expert on multi-generational and next generation philanthropy and — as a next gen donor herself — offers a trusted insider’s perspective. As executive director of 21/64, the nonprofit practice she founded to serve philanthropic and family enterprises, she has created the industry’s gold-standard tools for transforming how families who give will define their values, collaborate, and govern in the decades ahead. Sharna is a recipient of the J.J. Greenberg Memorial Award for extraordinary leadership and the RayLign Foundation Family Well-Being Award. She was named one of 2016’s “Women of Influence” by New York Business Journal and one of 2014’s “Women to Watch” by Jewish Women International. She has written for Forbes, Philanthropy Impact, and other publications, and with her coauthor, Michael Moody, has been featured in the New York Times,Stanford Social Innovation Review, and The Huffington Post. She has been a consistent presence in the philanthropic field for two decades and is known for her quiet gravitas and insight. Today, prominent nonprofits, philanthropic networks, and foundations look to Sharna for training in next generation engagement and multi-generational advising. She is married, with two children, and lives in New York City.  Session: Generation Impact: How Next Gen Donors Are Revolutionizing Giving

Deanna Gomby is the president and chief executive officer of the Heising-Simons Foundation. She has more than 30 years of experience in philanthropy and issues related to young children. Prior to joining the Foundation, Deanna was an independent consultant to foundations, nonprofits, and government agencies, helping to design and evaluate programs for children. She previously worked at The David and Lucile Packard Foundation, ending her tenure there as acting director of its Children, Families, and Communities program. She has a Ph.D. in psychology and a master’s in health services research, both from Stanford University. Deanna joined the Heising-Simons Foundation in 2012.  Session: Audacious Philanthropy: Five Lessons from 15 of the Greatest Social Impact Success Stories

Sapphira Goradia is the executive director of the Vijay and Marie Goradia Foundation. As executive director, Sapphira leads the foundation’s efforts to improve health and educational outcomes in India through the support of innovative, measurable and scalable initiatives. Prior to assuming her role at the Goradia Foundation, Sapphira worked for a number of NGOs focused on the prevention and treatment of both acute and chronic diseases, including UNAIDS and Population Services International. She holds a B.A. from Pomona College and a Masters of Public Health from The George Washington University. Sapphira serves on the advisory board of Pratham USA and the board of directors of SightLife. She also serves on the Programs and Services committee of Exponent Philanthropy and The ImPact’s Next Gen Leader’s Council. Session: Generation Impact: How Next Gen Donors Are Revolutionizing Giving

David Grant is the former president and CEO of the Geraldine R. Dodge Foundation. He served as chair of the Council of New Jersey Grantmakers and was one of the first two non-family members to serve on the board of the Surdna Foundation. Previously, with his wife Nancy, he co-founded and co-directed The Mountain School, in Vershire, Vermont, a semester-long, interdisciplinary program for eleventh graders from around the country. The Grants now live in Strafford, Vermont and consult with nonprofit organizations, foundations, and schools. David’s new book, The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations, was published in March 2015. Workshop: Supporting an Assessment Culture

Alexander Grashow is a recognized authority on leadership development, business evolution and personal development. He is a renowned facilitator, speaker, and advisor to leaders around the world, with a broad reach into the global business, philanthropic, entrepreneurial and creative communities. He has been a confidential advisor to Presidents, activists and change agents in their most critical moments of transition. In 2015 Alexander founded GOODWOLF as the next evolution in leadership, business and personal development practice. With a deep commitment to share what works, Alexander co-authored Adaptive Leadership: Tools and Tactics for Changing the World, from Harvard Business School Press.  He was also co-author of the Harvard Business Review article entitled “Leadership in a Permanent Crisis.”  For the last decade, Alexander has taught executive programs at Harvard, NYU, Duke, and LSE.  Read moreWorkshops: The Art and Practice of Collaboration – Pushing Past the Noise and Frustration and Imaging the Future

Karen Green serves as consultant for the National Center for Family Philanthropy. Karen previously served as vice president of the National Center, and is the former Managing Director of Family Foundation Services at the Council on Foundations, where she was the staff lead for the family foundation and independent foundation fields in crafting of Stewardship Principles and Practices. She also served the Council as Director of the Governing Boards Program, which provides foundation board members and CEOs with individual assistance, workshops and published resources on foundation governance and oversight. From 2007 until 2011, Green served as president of the Healthcare Initiative Foundation. She led the foundation from anonymity to a known and respected community presence; drafted administrative, governance, and grantmaking policies; and, under the guidance of the board, granted $1.5 million annually to support organizations improving the quality and delivery of healthcare in Montgomery County, Maryland.  Session: Setting Expectations for Participation – Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools

Isabel Griffith is currently a senior at the University of Pennsylvania majoring in Health and Societies with a concentration in public health along with a minor in Hispanic Studies. In the future, she plans to go into the global health field with a focus on maternal and child health and the Latin American region. Isabel is fascinated by the health of vulnerable populations and finding ways to promote population health as a means to build up populations and even countries. She is a 6th generation member of the Andrus family and has participated in the family’s philanthropic initiatives since the age of 14. Through these initiatives, she says that she has gained a deeper understanding of the world of social justice philanthropy, learned essential professional skills, and developed immensely on a personal and human level.  Session: Setting Expectations for Participation – Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools

Determined to put the “fun” in funder, Lenore Hanisch brings a unique sense of joy and perspective of abundance to her role as a board member and Senior Director of Engagement and Partnerships of the Quixote Foundation. Described as a “free-range rebel,” Lenore brings courage, conscience, and silo-busting ideas to Quixote and the Women Donors Network, where she served on the board. With an open heart and curious mind, she persistently and playfully probes the prevalent paradigms of philanthropy. An aspiring writer and voracious reader, Lenore is a proud member of The Roving Writers, a group of wild women artists who got their start together at Hedgebrook: Women Authoring Change. As her Quixote Foundation chapter closes, Lenore looks forward to continuing to disrupt, with joy and love, the world of philanthropy and social change.  Workshop: What’s Your Strategic Lifespan?

Jacob Harold is the President & CEO of GuideStar, the world’s largest source of information about nonprofits. Each year 7 million people seek answers from GuideStar’s 2.5 billion pieces of data. Earlier in his career, he worked as grantmaker, strategist and campaigner at the Hewlett Foundation, the Bridgespan Group, the Packard Foundation, Rainforest Action Network, Greenpeace, and Green Corps. He earned an AB summa cum laude from Duke University and an MBA from Stanford University. Harold is also a graduate of the Complex Systems Summer School at the Chinese Academy of Sciences.  Session: Transparency and Accountability – Private Responsibility, Public Trust

Beth Harrison, board member at The Donald C. and Laura M. Harrison Family Foundation, has spent her career as a college writing and literature professor and more recently as founder and director of an educational non-profit organization and independent college advisor.  She graduated from Stanford University with a B.A. in English and earned her Ph.D. in American Literature from Columbia University.  She has taught at universities, liberal arts colleges and community colleges in various regions of the U. S. as well as overseas. Since 2005, through her non-profit organization Peninsula Writing and Literature Programs, located in the San Francisco Bay Area, she has developed and led summer creative writing workshops for youth and autobiography classes for adults.  For the past four years she has also offered personal statement workshops and individual advising for students applying to college.  Session: Giving While Living: Founders at the Table

Dr. Donald Harrison is Senior Vice President and Provost for Health Affairs Emeritus at the University of Cincinnati and co-founder of The Donald C. and Laura M. Harrison Family Foundation.  From 1986 to 2002, he directed the University’s Medical Center, which included over 1,000 faculty members and over $240 million in funded research.  Prior to 1986, Dr. Harrison was Chief of the Division of Cardiology, and Co-Director of the Falk Cardiovascular Research Center of Stanford University. During his twenty-four years at Stanford, he trained 156 post-doctoral cardiology fellows, many of whom are now heads of their own departments. Dr. Harrison served as President of the American Heart Association, as Vice President and Trustee of the American College of Cardiology, and as a member of the American Society of Clinical Investigation and the Association of American Physicians.  He has also been a member of the editorial boards of thirteen professional journals and has authored eight books and more than 585 scientific articles and reviews.  His most recent book, “Healing Broken Hearts,” is the story of his life and cardiology development over fifty years. He has also served on the boards of sixteen early-stage companies. Dr. Harrison received a B.S. in Chemistry from Birmingham Southern College, an M.D. from the University of Alabama at Birmingham. He received his training in Medicine and Cardiology at the Peter Bent Brigham Hospital of the Harvard Medical School and the National Institutes of Health.  Session: Giving While Living: Founders at the Table

Diana Tyler Heath leads Arabella’s work with families and individuals, helping them achieve impact in ways they find most meaningful. An expert in governance and strategic planning, Diana has helped clients, including a $1 billion foundation, structure their governance and staffing, build grant processes, and establish foundations from the ground up. She has also helped family foundations successfully integrate next generations onto boards, navigate leadership transitions, prepare for an influx of assets and growth in grant making, and refine strategy as their work evolves. Additionally, she has helped clients implement their grant-making strategies across a broad range of issues, including STEM, local community engagement, water access and conservation, youth development, and specific religious identities and tradition. As the head of this team, Diana oversees client service, develops and implements the team’s strategy, and manages day-to-day operations.  Workshop: Putting Risk on the Table – Expanding Your Comfort Zone

Mae Hong, vice president of Rockefeller Philanthropy Associates, opened the Chicago office of RPA in the fall of 2009, and is responsible for serving individual donors, foundations and corporations throughout the Midwest. Bringing 18 years of nonprofit and philanthropy experience to RPA, she previously served as Program Director at the Field Foundation of Illinois. Her funding expertise includes children, youth and families; poverty alleviation; women and girls’ issues; and advocacy. She has also been actively involved in RPA’s leadership on the issue of diversity in philanthropy. Prior to entering the nonprofit sector, she worked in the publishing industry for several years. Mae currently serves on the Board Chair of Grantmakers for Effective Organizations, and is on the boards of the Illinois Humanities Council and the Daystar Center. She is a past chair of the board of Chicago Foundation for Women. She completed her graduate work in social service administration at The University of Chicago, and is a graduate of Northwestern University’s Medill School of Journalism. Mae is on a lifelong quest for the perfect brownie recipe. Session: Thrive at Five – The Secrets of Long-Term Family Philanthropy

Mitchell Karasov, Esq. began practicing law in 1988 as a Business Attorney, but in 1996, his legal focus shifted as his ninety-year-old grandmother fell ill and he experienced first-hand the extensive stress of caring for an elderly family member. As one of the individuals responsible for his grandmother’s medical, financial, and legal decisions relating to hospitalization, home health care, assisted living and skilled nursing, he learned of the need for more attorneys who truly understand elder care issues. Following further research and education in the field of Elder Law, Mr. Karasov opened his practice, which focused on all aspects of Elder Law, with a primary concentration in Conservatorships, Government Benefit and Estate Planning, Elder Abuse Litigation, and Probate and Trust Administration/Litigation. Mr. Karasov has held the prior positions of: Chair of the Elder Law Section of the Los Angeles Bar Association; Past President of the Southern California Council of Elder Law Attorneys; Past Chair of the Beverly Hills Bar Association’s Probate Section; Past Co-Program Chair for the San Fernando Valley Bar Association Probate & Estate Planning Section; Board member of the Neurocommunity; Chair of the California Council of Alzheimer’s Association, as well as member of the Board and Public Policy Committee of the Southland Chapter of the Alzheimer’s Association. Mr. Karasov testified on Conservatorship issues before the California Senate and Assembly sub-committees and the Judicial Council, as well as serving on the committee to draft new Conservatorship legislation, with many of Mr. Karasov’s recommendations being codified in the Conservatorship Reform Legislation. He has presented for many years at the American Society on Aging; The Annual Conference of the National Association of Professional Geriatric Care Managers; The Professional Guardians Association/Fiduciary Association of California; as well as to professionals and the public throughout California. A former Elder Law instructor, Mr. Karasov also wrote a monthly elder law article for 8 years for Life After 50, Southern California’s premier lifestyle magazine for adults over 50. Mr. Karasov has currently shifted his focus from working with clients to senior-centric organizations with the goal of widening his scope and helping more families throughout the United States. To that end, Mr. Karasov, in conjunction with his family’s foundation, the Drever Family Foundation, is collaborating with SongshineforParkinsons, Art With Elders, the Alzheimer’s Association, and the American Brain Foundation. In addition, Mr. Karasov has consulted with his family’s real estate development company, Drever Capital Management, in the senior living division.  Session: Giving While Living: Founders at the Table

Jane Leighty Justis is a trustee and the executive director of The Leighty Foundation, founded in Waterloo, Iowa by her father in 1985. The mission of the foundation is to carry on the Leighty family legacy of service and stewardship by leveraging their time and talents, as well as their financial resources primarily in the areas of earth protection, education, and the promotion of philanthropy and volunteer engagement. She is active locally and nationally in the promotion of philanthropy through leadership roles with such organizations as the Council on Foundations, the National Center for Family Philanthropy, Women’s Philanthropy Institute, the Colorado Association of Funders, the Colorado Springs Funders Forum, and the Exponent Philanthropy. She has served on the board of Pikes Peak Community Foundation, and is currently a member of their grants committee. Mrs. Justis has a degree in Education from the University of Denver, a certification in Volunteer Management from the University of Colorado, and a Masters in Christian Leadership from Fuller Theological Seminary. She and her husband live in the mountains of Colorado. Msrs. Justis describes herself as a classic aging Baby Boomer as she and her husband have two grown children, four perfect grandchildren, an RV, and a small dog.  Session: Investing in Volunteer Engagement – Data, Strategies, and Tools for Success

Michelle Knapik is the President of The Emily Hall Tremaine Foundation (EHTF). Michelle joined EHTF after more than nine years in the philanthropic sector having led strategy, program development and innovative grantmaking at the Geraldine R. Dodge Foundation and the Surdna Foundation.  Session: Preserving Donor and Family Legacy – New Tools and Techniques


Carol S. Larson is President and CEO of the David and Lucile Packard Foundation, a position she has held since January 2004. Carol was appointed a vice president of the Foundation in 2000 and served as its director of programs from 1995 through 1999. She is responsible for the overall management of the Foundation and its grantmaking activities. Prior to joining the Foundation, Carol was a partner in a Los Angeles, California law firm specializing in civil litigation. She also worked in the nonprofit sector on behalf of persons with developmental disabilities. Carol currently serves on the boards of the ClimateWorks Foundation and the Sobrato Family Foundation. Previously, she was a board member of the Council on Foundations where she served as board chair from 2010 to 2012. She is also a prior board member of Northern California Grantmakers, American Leadership Forum — Silicon Valley, and Grantmakers for Children, Youth and Families.  Session: Putting Wealth to Work – Philanthropy for Today or Investing for Tomorrow?

Larry Leibowitz serves on the Board of Advisors at The Giving Compass. This curated portal, a joint project with the Raikes Foundation and the Stanford School of Design, has been designed to orient and engage new entrants to philanthropy, primarily focused on millennials and entrepreneurs.  Session: Collaboration in the Digital Age – Using Technology and Data to Achieve Your Mission


Niles Lichtenstein is the CEO and co-founder of Enwoven (formerly The History Project). Enwoven seeks to change how our history is told by re-inventing the digital time capsule. Enwoven has created a space between the momentary chatter of social media and the automation of cloud storage to unify our most important memories and curate them beautifully into collaborative multi-media narratives that transcend generations. Session: Preserving Donor and Family Legacy – New Tools and Techniques

Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised wealthy donors, attracted $39 million, and launched a social enterprise. Tony currently serves as program manager for the NCFP’s Community Foundations Family Philanthropy Network. He also serves as a senior advisor to the Impact Finance Center and peer reviewer for The Foundation Review.  Session: How Philanthropic Families and Community Foundations Successfully Partner

Allison Magee is the executive director of the Zellerbach Family Foundation in San Francisco. Prior to her work at ZFF, Ms. Magee worked for the City and County of San Francisco, where she served as a leader in strengthening services for system involved youth and their families. Her work as deputy director of the San Francisco Juvenile Probation Department includes the development of a national model for juvenile justice system reform. She also established a collaborative model for the city’s funding of community based services that resulted in over $14 million in dedicated funding for violence prevention programs for San Francisco youth. Ms. Magee worked for Mayor Gavin Newsom’s Office of Budget and Policy, and the US Department of Justice Office of the Inspector General. Allison holds a Master’s Degree in Public Policy and Administration and a Master’s Degree in Social Administration, both from Columbia University. She also holds a Bachelor’s Degree in Political Science from San Francisco State University.  Session: Transparency and Accountability – Private Responsibility, Public Trust

Kelly Sweeney McShane is Board Chair of The William J. and Dorothy K. O’Neill Foundation, based in Cleveland, and has served as President and CEO of Community of Hope in Washington, DC since January 2001. During that time, the organization has grown from a budget of $1.8 million to $14 million and more than tripled the number of families that it serves. Community of Hope, which was founded in 1980, provides housing for homeless families and affordable, quality healthcare in a family practice model. Kelly previously served as Executive Director of Hannah House, a transitional housing program for homeless women in the District of Columbia, and was a Peace Corps Volunteer in Sierra Leone, West Africa. Kelly currently serves on the Board of Directors of the DC Primary Care Association and 501cTech and as a member of the Mayor’s Interagency Council on Homelessness, including co-chairing the Strategic Planning Committee. She is a member of the 2006 class of Leadership Greater Washington. She received a Masters in Business Administration from Georgetown University and has a B.A. from Harvard University.  Session: Effective Board Chairs – Roles, Responsibilities, Realities

Kelly Medinger is executive director of the Marion I. & Henry J. Knott Foundation, a Catholic family foundation in Baltimore dedicated to strengthening communities in central and western Maryland. At the Knott Foundation, she oversees all grantmaking activity, board development, communications, and general operations. Kelly’s experience in the philanthropic giving arena spans more than 15 years, including work in family philanthropy, fundraising consulting, and higher education. She is the co-author of a 2015 article in The Foundation Review entitled “Creating Choices Before Making Choices: One Family Foundation’s Journey to Finding a Strategic Focus” and has published numerous blog posts on topics in philanthropy. Kelly holds a Master’s of Nonprofit Administration from the University of Notre Dame’s Mendoza College of Business, as well as a Bachelor’s of Arts in Political Science and French from the University of Notre Dame. Session: Preserving Donor and Family Legacy – New Tools and Techniques

John Mullaney has been the Executive Director of the Nord Family Foundation since April 1998. Prior to his tenure at The Nord Family Foundation, Mr. Mullaney served in both the education and non-profit sectors and developing countries. He was a program and research manager at Harvard University’s Institute for International Development and a program director for the Latin American Scholarship Program of American Universities, also at Harvard University. In each of his positions, he had the opportunity to work directly with university faculty and public officials in Latin America, Europe and Africa. His experience in philanthropy began in 1982 as a country representative for Catholic Relief Services in El Salvador during that country’s civil war. John completed his undergraduate education at Boston College and a Master’s degree from Georgetown University. Session: Philanthropy in a Time of Dramatic Policy Change

Kelly Davenport Nowlin, a fifth generation member of the Andrus family, was elected as a Surdna Foundation trustee in 2010. She chairs the committees of the Andrus Family Program (AFP) and Centennial Working Group. As chair of the AFP, Kelly is responsible for outreach toand engagement of close to 500 living descendants of Surdna founding patriarch, John E. Andrus. Kelly is guiding the development of activities marking Surdna’s 100th anniversary. Prior to her board service at Surdna, Kelly was a founding board member of the Andrus Family Fund (AFF), an independent grantmaker launched by Surdna in 2000 as a grantmaking fund for fifth generation family members. She helped develop the fund, including program areas, governance and bylaws, mission and strategic vision, and committees of the board. Kelly served as Vice Chair, then Co-Chair for four years of her seven year term. Currently, Kelly is Principal of KDN Philanthropy Consulting, and advises family foundations and non-profit organizations on next generation engagement, governance, organizational culture and communications strategies. In addition, she currently serves on the boards of the National Center for Family Philanthropy and Grantmakers for Effective Organizations. Kelly is an honors graduate of Boston College with a BA in Communications and currently lives in Hopkinton, Massachusetts with her husband and two teenage children. Sessions: Thrive at Five – The Secrets of Long-Term Family Philanthropy and Setting Expectations for Participation – Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools

Susan Packard Orr is the chair of the David and Lucile Packard Foundation, and founder and CEO of Telosa Software, a company started in 1986 to provide fundraising and other software to nonprofit organizations. Prior to starting Telosa, Susan worked as a programmer at Health Computer Services at the University of Minnesota and as an economist at the National Institutes of Health. Susan currently serves as a trustee of the Lucile Packard Children’s Hospital, the Monterey Bay Aquarium, and the Packard Humanities Institute and previously served as a trustee of the Lucile Packard Foundation for Children’s Health. She served for seven years on the board of the Hewlett Packard Company.  Session: Effective Board Chairs – Roles, Responsibilities, Realities and Workshop: What’s Your Strategic Lifespan?

Stacy Palmer has served as a top editor since the Chronicle of Philanthropy was founded in 1988 and has overseen the development of its website, She plays a hands-on role in many Chronicle services, such as its Philanthropy Today daily newsletter and its webinar series offering professional development for people involved in fundraising, grant seeking, advocacy, marketing and social media. Ms. Palmer has appeared frequently on radio and television to offer commentary on news in the nonprofit world. She is the editor of Challenges for Philanthropy and Nonprofits, a book published by the University Press of New England that collects three decades of observations by the nonprofit activist and Chronicle columnist Pablo Eisenberg. Before she helped found the Chronicle of Philanthropy, Ms. Palmer was editor for government and politics at the Chronicle of Higher Education. She is a graduate of Brown University, where she earned a Bachelor’s degree in international relations. She has been an active alumna, serving on numerous alumni boards, including chairing the Brown Alumni Magazine and is now a member of the university’s Women’s Leadership Council.  Session: Telling Your Story – Family Philanthropy and Media Perceptions

Peter Panepento is principal at Turn Two Communications, a full-service content, digital, and social strategy firm that works with nonprofits, foundations, and socially-minded companies, including the Make-A-Wish Foundation, the National Center for Family Philanthropy, the Eugene and Agnes Meyer Foundation, and GuideStar. He was formerly an assistant managing editor at the The Chronicle of Philanthropy, where he led its transition into digital journalism and social media — a transition that included the creation of some of the nonprofit world’s richest online communities, the launch of a highly profitable webinar series, and the creation of new digital products such as the How America Gives giving database. He is also an advisor for Nonprofit Marketing Guide on media relations for nonprofits.  Session: Telling Your Story – Family Philanthropy and Media Perceptions

Lisa Parker brings 30 years of experience in philanthropy and nonprofit management to her work with philanthropic families. Since 1997 Lisa has been President and Executive Director of the Lawrence Welk Family Foundation, leading the Foundation’s initiatives to address poverty and seed the youth giving movement and creating youth philanthropy programs for the family’s 4th generation. In 2009 Lisa founded Family Circle Advisors where she and her team help families increase the impact of their giving and navigate the complex family relationships critical to the success of a family foundation or enterprise. Family Circle Advisors also facilitates family retreats and is a leader in providing experiential team building events for family foundations and family businesses. Lisa is certified by 21/64 (a division of The Andrea & Charles Bronfman Philanthropies) as a multi – generational advisor to families. In addition, Lisa serves as an advisor and board member to numerous organizations working to build and expand the philanthropic sector, including the USC Center on Philanthropy and Public Policy and the National Center for Family Philanthropy. Lisa speaks nationally on raising charitable children, youth philanthropy, new models of giving and the evolution of family philanthropy “From Lawrence Welk to Lady Gaga.” Session: Investing in Volunteer Engagement – Data, Strategies, and Tools for Success

Jim Parsons is the President of The Brinson Foundation, a private family foundation based in Chicago which supports education and scientific research programs. Jim is a past chair of the Board of Directors of Forefront (formerly Donors Forum), the statewide membership association for nonprofits and grantmakers in Illinois. He continues to serve on Forefront’s Development, Membership & Communications and Policy Committees. Jim is also a member the Board of Trustees of the Chicago Architecture Foundation; the Board of Directors of King-Bruwaert House, a continuous care retirement community; and a life trustee and former Board chair of The Community House, a social services agency located in west suburban Chicago. He is a member of the Leadership Council of the Chicago Public Education Fund; the Illinois Attorney General’s Charitable Advisory Council; and the Board of Advisors of the Morton Arboretum. He also serves currently as the chair of the National Center for Family Philanthropy’s Friends of the Family subcommittee. He previously served on the Board of Trustees of Denison University. Prior to his career in philanthropy, Jim practiced law at the Chicago law firm of Gardner, Carton & Douglas (now Drinker, Biddle & Reath) where he also served as Managing Partner. Jim received his law degree from The University of Chicago and his undergraduate degree from Denison University. Session: Legacy Planning and Leadership Transitions for Times of Grief

Sheila Perrin founded the Perrin Family Foundation with her husband, Charlie in 1994. In her position as president and with the experience of working with many CT non-profit boards, she has actively stewarded the foundation’s evolution from a more traditional family foundation with general funding priorities to one with a specific mission and focus areas. Closely working with the PFF board which includes her husband, two sons and daughter in law and PFF Staff, Sheila led the development of a strategy which moved youth voice to the center of PFF grant making. Her past experience as a teacher and youth counselor helped her to understand the importance of listening to youth who know best about the issues in their lives.  Session: Capacity Building and Investing in Leadership – What Does it Mean for Effectiveness and Impact? 

Alicia Philipp serves as President of the Community Foundation for Greater Atlanta. She has led the Foundation’s grantmaking, fundraising and collaboration with donors, nonprofits and community leaders for almost 40 years. Under her leadership, the Community Foundation has grown from $7 million in 1977 to more than $919.8 million today. Philipp’s local, regional, and national leadership responsibilities include previous service as a board member of the Council on Foundations, the Southeastern Council of Foundations, Independent Sector, and the National Center on Family Philanthropy. Honors received include being named to Georgia Trend’s “100 Most Influential Georgians” list, one of the “100 Most Influential Atlantans” by the Atlanta Business Chronicle, the ninth most powerful Atlantan by Atlanta magazine and one of 175 “Emory History Makers” by Emory University. Philipp received a bachelor’s degree from Emory University and her MBA from Georgia State University. She lives in Decatur and has two adult children, both of whom live in Europe.  Session: Our Kids – Closing the Opportunity Gap

Mary Phillips is a founding principal and President of GMA Foundations, where she has worked with foundations for over thirty-five years.  She leads the firm’s consulting practice and serves as philanthropic advisor to foundations, families, and individuals.  Mary specializes in philanthropic program design, governance, planning for transitions, retreat facilitation, foundation development and management. Mary’s experience as a member of a very large family is the underpinning of her interest in healthy family dynamics. Mary is active in the non-profit community and has presented, facilitated and written for the Council on Foundations, Exponent Philanthropy and the National Center for Family Philanthropy among other local and national philanthropic associations and donor service organizations.  She is a founding member and current Chair of the Steering Committee of the National Network of Consultants to Grantmakers and a Past Chair of Associated Grant Makers, where she served as an officer for 11 years. Session: Giving While Living – Founders at the Table

Courtney Pullen M.A. is the President of the Pullen Consulting Group. He has more than 20 years of experience as an innovative leader in family wealth consulting. Courtney specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession trainings as well as individual coaching. He brings forth his training as a psychotherapist, business and organizational consultant and pioneer of wealth psychology and blends these modalities into a powerful model to support the family business or the family enterprise. He recently published, Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He has also been interviewed and quoted by numerous publications including The Wall Street Journal, Barron’s, Atlantic Trust: The Advisor and Business Week. He is also on CPWA faculty at the University of Chicago Booth School of Business. Courtney has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program. He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences. Session: Pre-Forum Workshop for Community Foundations, Supporting Resiliency in the Rising Generation

Kris Putnam-Walkerly, a thought leader in transformative philanthropy, was recently named one of America’s Top 25 Philanthropy Speakers. She is the author of Confident Giving, which was named one of the 10 Best Corporate Social Responsibility Books. She is a frequent contributor in the publications of leading philanthropy associations including the National Center for Family Philanthropy, Foundation Center, Southeastern Council on Foundations and Exponent Philanthropy. She provides expert commentary about philanthropy in the Wall Street Journal, Washington Post, Seattle Times, Washington Examiner,,, and others. Kris’s success as a global philanthropy advisor has earned her a place in the 2017 Million Dollar Consultant Hall of Fame, a rare honor, which has only seventy-five members worldwide. Kris chairs the board of the National Network of Consultants to Grantmakers and serves on the board of the Community Foundation of Lorain County and the Advisory Committee of the Foundation Center in Cleveland. She co-edited The Foundation Review’s themed journal on philanthropy consulting and the Grants Managers Network’s GMNsights journal on streamlining philanthropy. Kris and her firm have received many accolades, including a “Top 10 Women Business Owners” award from the National Association of Women Business Owners – Cleveland and a “Ten Under 10” award from the Council of Smaller Enterprises.  Read moreWorkshop: Achieving Equity… How Exactly?

Holli Rivera is President and Founder of Intentional Philanthropy, a boutique philanthropic consulting firm that provides strategic research and planning, foundation management, program development, and family engagement services to independent and family foundations. Having worked in business consulting, nonprofit leadership, and grass-roots community and ministry, Holli approaches her work with both pragmatism and strategic vision. She loves empowering others to achieve their dreams. She is a facilitator and a thoughtful provocateur, a gentle disturbance generator and a bridge builder. She has more than twenty years of experience helping private foundations, donors and individuals more effectively change the world. She currently serves as Executive Director of the Mead Family Foundation (helping youth successfully graduate from college and transition to a sustainable career) and the Sampson Foundation (improving healthy food choices for all) as well as on the board of HOPEworldwide, a global relief and service organization. Holli is a graduate of the College of William and Mary in Virginia and completed graduate studies at the University of Guadalajara and the postgraduate program at The Bowen Center for the Study of the Family at Georgetown University.  Session: Interactive Learning Agendas to Engage Family Members

Kerry Robinson is the founding executive director and global ambassador of the Leadership Roundtable, dedicated to promoting excellence and best practices in the management, finances and human resource development of the Catholic Church. The Leadership Roundtable exists to strengthen the temporal affairs of the Church by harnessing the expertise and resources of Catholic senior-level executives from all sectors (including the financial, corporate, governmental, philanthropic, charitable, judicial and educational) in service to the Church. Kerry is a 5th generational family board member of the Raskob Foundation for Catholic Activities and FADICA (Foundations and Donors Interested in Catholic Activities). Read more.  Session: Thrive at Five – The Secrets of Long-Term Family Philanthropy

Ariella Rotenberg is a Senior Associate at The ImPact, where she leads The ImPact’s education initiative. Ariella co-authored several of The ImPact’s publications, including the Early Stage, Real Assets, and Private Equity asset class primers; Impact Investing: A Primer for Family Foundations; The Rockefeller Brothers Fund and Jim Sorenson case studies; and the first impact sector primer about impact investing in water. Prior to The ImPact, Ariella worked as a research associate at the Council on Foreign Relations where she conducted in-depth research on topics including global health, gender and inequality, and national security. Ariella earned an M.Phil in Development Economics from the University of Cambridge and a B.A. from Harvard University in Social Studies. Ariella’s undergraduate thesis focused on the self-identification of Palestinian citizens of Israel. Ariella speaks Hebrew and studied Arabic during her undergraduate years.  Session: Impact Investing and Generational Differences in Family Foundations

Stephanie Cohn Rupp is Managing Director of Impact Investing at Threshold Group. Stephanie brings more than 17 years of experience in global impact investing, impact fund design and implementation, and microfinance, as well as crowd funding. As Head of Impact Investing, she oversees all aspects of impact investing strategy and crafts mission-aligned portfolios for Threshold’s clients. Stephanie’s extensive experience spanning the global ecosystem of impact brings with it a multifaceted toolkit of skills in sourcing, evaluating and measuring opportunities from both investment and impact perspectives. She is also the Head of the San Francisco Threshold Group Office, growing our local presence in the Bay Area. Most recently, Stephanie served as CEO of Toniic, a global action community of impact investors, who seek social and environmental impact through investment in all asset classes. . Prior to Toniic, at Omidyar Network, an impact investment firm created by Pierre Omidyar, Cohn Rupp managed a $70M portfolio of early stage investments and grants in the U.S., Europe, South Asia, West Africa and Latin America focused on property rights and microfinance.   Session: Impact Investing and Generational Differences in Family Foundations and Workshop: Mission Investing – A Deep Dive into Current Strategies for Aligning Investments with Mission

Seema Shah serves as a consultant and is the former Deputy Director of the Cricket Island Foundation. Seema previously served as the Director of Research at the Foundation Center. She has more than fifteen years of experience in the nonprofit and philanthropic sector. At Foundation Center, she led projects on a variety of topics including international research, new forms of philanthropy, and diversity and inclusiveness in the philanthropic sector. In addition to authoring many of Foundation Center’s research reports, Dr. Shah spearheaded the development of several interactive issue-focused knowledge portals, including, a website focused on the global water crisis, and, a portal focused on improving life outcomes for Black men and boys. Dr. Shah came to Foundation Center from International Baccalaureate, where she helped to design and lead research studies related to international education. Previously she was principal associate at the Annenberg Institute for School Reform, where she directed a six-year national study on the impact of community organizing in eight urban school districts. While at the institute, she co-authored numerous publications, including Community Organizing for Stronger Schools: Strategies and Successes, published by Harvard Education Press. Dr. Shah completed her post-doctoral fellowship at the Consultation Center at Yale University. She holds a Ph.D. in clinical-community psychology from DePaul University and a B.A. in psychology from Duke University.  Session: Collaboration in the Digital Age – Using Technology and Data to Achieve Your Mission

Vincent Stehle is Executive Director of Media Impact Funders, a membership organization of foundation officials and philanthropists who support media and technology in the public interest. Previously, Stehle was Program Director for Nonprofit Sector Support at the Surdna Foundation, a family foundation based in New York City. He also served as a consultant with the John S. and James L. Knight Foundation in support of its efforts in media innovation and journalism.  Prior to joining Surdna, Stehle worked for ten years as a reporter for the Chronicle of Philanthropy, where he covered a broad range of issues about the nonprofit sector. Stehle has served as Chairperson of Philanthropy New York and on the governing boards of VolunteerMatch and the Nonprofit Technology Network (NTEN). Currently he serves on the Board of Directors of the Center for Effective Philanthropy. Session: Telling Your Story – Family Philanthropy and Media Perceptions 

Doug Bitonti Stewart is the first Executive Director of the Max M. & Marjorie S. Fisher Foundation in Detroit, Mich. Prior to assuming that role in 2007, Doug had served organizations such as Michigan State University, Michigan Nonprofit Management Institute, the Arthritis Foundation, Children’s Hospital of Michigan and as Director of Development for Children’s and Women’s Health at the University of Michigan Health System. Doug serves the philanthropic field and social impact sector through his role as a Fellow at the National Center for Family Philanthropy, through the Committee to Transform Michigan Philanthropy through Diversity and Inclusion of the Council of Michigan Foundations, and on the Development Summer Internship Advisory Board at the University of Michigan where he also served as a guest lecturer in the Org Studies program. He serves on the boards of the Jewish Funders Network; Excellent Schools Detroit; is immediate past chair of The League Michigan, an organization promoting youth service and leadership throughout Michigan; and served on the 2014 and 2015 American Express NGen Leadership Award Selection Committee. He earned his Master of Business Administration from the Max M. Fisher College of Business at The Ohio State University and holds an undergraduate degree in Finance from Michigan State University.  Session: Setting Expectations for Participation – Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools.

Heidi Stolte is President of Stolte Family Foundation, which focuses on three issues: narrowing the achievement and opportunity gaps in education, climate change and global issues affecting women and girls. Heidi believes that effective philanthropy requires listening, relationship-building, and empowering communities to identify solutions. She is actively building the foundation for effective giving at the Stolte Family Foundation and meets regularly with community leaders. She is excited to support community organizations who demonstrate cultural competencies and build systems of support around families. She has built meaningful relationships and partnerships with the Parent Child Home Program, Zeno, Team Read, Neighborhood House, and Thrive Washington.  Session: How Philanthropic Families and Community Foundations Successfully Partner

Robin Strawbridge has had a career in nonprofit arts management and philanthropy.  A San Francisco native, she worked in fine arts at the Peggy Guggenheim Museum in Venice, the John Berggruen Gallery in San Francisco, and the American Paintings Department at Christie’s, New York. She also worked in marketing for J. Crew and the Gap. Robin has served on the boards of Southern Exposure Gallery in San Francisco and the Marin Horizon School in Mill Valley, CA.  She is currently Vice President of the Headlands Center for the Arts in Sausalito, CA.  She has been on the board of the Fleishhacker Foundation in San Francisco for a decade, and is Vice  President and Chair of the Governance Committee.  She is the only non-family board member of this family foundation.  Session: Bringing in New Voices – Nonfamily Trustees, Advisory Committees, and Other Tools.

Sandra Swirski serves as Executive Director for the Alliance for Charitable Reform. Sandra is a co-founder of Urban Swirski & Associates, a public policy and government affairs firm in Washington, D.C. Ms. Swirski’s practice focuses on advising Fortune 500 executives and leaders of nonprofit organizations about public policy and government affairs issues. On Capitol Hill, Ms. Swirski served as a senior staff member for two prominent U.S. Senators—Senator Jack Danforth (R-MO) and Senator Alan Simpson (R-WY)—both of whom served on the U.S. Senate Finance Committee. She was also chief counsel for the Senate’s Social Security Subcommittee. Her private sector experience includes serving as the top federal lobbyist for Mobil Corporation and advising multinational clients on policy issues while in the national office of Ernst & Young. She speaks throughout the country on public policy issues affecting business and nonprofits. Ms. Swirski holds a bachelor’s degree from Emory University, a J.D. from George Washington University, and an LL.M. from Georgetown University.  Session: Philanthropy in a Time of Dramatic Policy Change

Dr. Stephen R. Treat is a senior therapist and former director and CEO of Council for Relationships, the nation’s oldest and largest counseling agency. In his role as CEO, he managed the running of 14 clinical offices throughout the Greater Philadelphia area, numerous professional and public educational programs, and his own busy clinical practice as CFR. Dr. Treat continues to see clients, teach at Thomas Jefferson University, consult with family businesses. He is an in-demand speaker, consultant, and media expert. He has been on local television programs such as NBC-10’s 101 Show, CBS3’s Talk Philly, and local news programs. He has appeared on national television shows, such as the Today Show. He’s also been featured on numerous radio programs, and is often quoted for newspaper and magazine articles. Dr. Treat works with individuals, couples, families and businesses to foster an understanding of how family systems work and how they improve. Additionally, he speaks and consults with universities, schools, religious organizations and nonprofits.  Read moreWorkshop: Avoiding Avoidance – Managing Family Dynamics.

Patrick Troska has been with The Jay and Rose Phillips Family Foundation of Minnesota since October 2000, and was named executive director in January 2011. In addition to providing leadership for the foundation’s overall strategy, he also has primary responsibility for grantmaking and initiatives for the foundation’s funding strategies economic development for North Minneapolis. During his tenure with the foundation, he first served as a program officer, before being promoted to senior program officer with responsibilities to oversee all aspects of the foundation’s annual grantmaking program. In the late 1990’s, he was a Fund Distribution and Community Initiatives Manager for the United Way of the Saint Paul Area. Patrick began his career in youth services where he held several positions with the Catholic Archdiocese of St. Paul and Minneapolis, and Minnesota Children’s Museum. He earned a Bachelor of Arts in theology and social work from St. John’s University in Collegeville, MN and holds a Master of Arts in Leadership from Augsburg College in Minneapolis. In June 2009 he completed a fellowship in public policy at the Hubert H. Humphrey Institute of Public Affairs. He chaired the board of directors of the Minnesota AIDS Project from 2010-12. Patrick currently resides in Minneapolis, MN.  Workshop: Workshop: Achieving Equity… How Exactly? and Session: Bridging the Power Divide and Workshop: Achieving Equity… How Exactly?

Katherine Osborne Valdez is President of The Powell Foundation, based in Houston, Texas. The purpose of the Powell Foundation is to distribute funds for public charitable purposes, principally for the support, encouragement and assistance to public education, the arts, conservation, and health with a direct impact within the Foundation’s geographic zone of interest: Harris, Travis and Walker Counties, Texas.  Session: 21st Century Geographic Dispersion – Supporting a Global Family

Mirellise Vazquez is committed to making the world a better and more just place for children. She has over fifteen years of experience in the public and non-profit sectors, focusing on human rights, children’s rights, and education, including grant-making, advocacy, and philanthropy. Mirellise is honored to serve as Executive Director of the Tauck Family Foundation, leading the implementation of the foundation’s theory of change. Prior to this position, from November 2012 to January 2015, Mirellise served as the foundation’s first Program Officer, spearheading the due diligence process and managing the portfolio of non-profit investees. And, from July 2010 to October 2012, she served as Foundation Administrator, where she managed the day-to-day operations of the foundation. Read more.  Session: Bringing in New Voices – Nonfamily Trustees, Advisory Committees, and Other Tools

Jennie Lehua Watson is the president of the Evelyn and Walter Haas, Jr. Fund. In this role, Jennie leads the Fund’s work to fulfill its founders’ vision of a society where all people can live, work, and raise their families with dignity. She has served in various leadership positions at the Fund for over 17 years, most recently as the vice president of special initiatives and communications, where she developed the Fund’s use of strategic communications and fostered close partnerships with a wide range of community institutions of particular interest to the Fund’s Board of Directors. Read moreSession: Bridging the Power Divide.

David Weitnauer serves as President of the R. Howard Dobbs, Jr. Foundation. David joined the Foundation in 2007 following 11 years with the Rockdale Foundation as a founding Board member and its first Executive Director. An Ordained Presbyterian minister, David previously served on the pastoral staff of four congregations and as a pastoral counselor/marriage and family therapist. He earned an A.B. in Psychology from Davidson College and his M. Div. and Th.D. from Columbia Theological Seminary. He and his wife Nancy have two children in college and live in Decatur.  Session: Philanthropy in a Time of Dramatic Policy Change

June Wilson, executive director emeritus and board member of the Quixote Foundation, combines her talent as a dancer and choreographer with the operational expertise of a COO and strategic acumen of a CEO. She understands people’s physical and emotional interactions within a literal, conceptual or practical space and can quickly translate what she sees into strategic systems. Her unique approach has strengthened nonprofits like the Minnesota Dance Alliance in Minneapolis and the National Performance Network in New Orleans. At Quixote she artfully guided the design and implementation of their “Spend Up” approach to operating within a strategic lifespan and transformed the foundation’s commitment to racial equity. She looks forward to her next stage, where she’ll continue to translate movement into meaningful patterns for those working for social change.  Workshop: What’s Your Strategic Lifespan?

Carmen Wong serves as the Director of Grants and Operations for the Mead Family Foundation in Bethesda, MD, a fun-loving family known for its long tenured support of theater arts, music education and for promoting strong families and youth. Carmen has worked in the philanthropic field for fifteen years, mainly on issues pertaining to foundation operations, grantmaking, and governance. Prior to her role with the Mead Family Foundation, Carmen was Senior Program Manager with Exponent Philanthropy. While at Exponent, Carmen wrote, edited and produced many printed and online resources including Foundation in a Box, and conducted valuable benchmarking studies such as the Foundation Operations & Management Report and the Foundation Salary & Benefits Report. Prior to working in philanthropy, Carmen was as a reporter for the Associated Press in Washington, D.C. Carmen graduated with a B.A. Summa Cum Laude from The Catholic University of America, an M.S. in Journalism from Northwestern University’s Medill School of Journalism, and was a U.S. Fulbright Scholar. Carmen currently serves as an expert reviewer for the Standards of Excellence certification program of the Maryland Association of Nonprofits. A native Texan, she can be found there at least annually visiting family and fishing.  Session: Interactive Learning Agendas to Engage Family Members

Richard Woo is the Chief Executive Officer of the Russell Family Foundation. He guides the foundation’s strategic planning, programs, and community affairs. Prior to arriving at the foundation, he spent many years working in nonprofit organizations and businesses in California. He is the former executive director of the Levi Strauss Foundation, and has served on the boards of the Council on Foundations, Philanthropy Northwest, and Asian Americans/Pacific Islanders in Philanthropy.  Session: Dimensions of Transparency and Communication – The Russell Family Foundation

Kimberly Wright serves as Director of Family Philanthropy at Seattle Foundation. In this role, Kim directs the foundation’s philanthropic advising and leadership work with multiple generation families. She specializes in helping people develop personalized giving plans that drive community impact while providing meaningful philanthropic work. She is recognized nationally for leadership in family philanthropy consulting. Born and raised in Seattle, Kim has been working in the local philanthropic sector for twenty years. Through her decade-long work in youth philanthropy leadership at the City of Mercer Island, Kim activated over 1000 Millennials, igniting their skills and passion for community, social justice and environmental service. A former Executive Director and Program Officer, Kim brings nonprofit management experience and trusted community relationships to her work with philanthropic partners. She is guided by a deep trust in the community and believes effective philanthropy must include active listening and authentic relationship building. She holds two Bachelor of Arts degrees in Sociology and Humanities and currently devotes her voluntary leadership work to expanding generosity and advancing progressive initiatives as a board member of Bolder Giving. Kim is often called upon to train peers across the country in the community foundation field. She thrives creatively on innovating philanthropic approaches and tools which guide the Seattle Foundation’s philanthropic advising team. Most recently, Kim has been coaching a new philanthropist and guiding the development of a large new private foundation poised to make a meaningful impact in closing the academic achievement and opportunity gaps in King County Washington. She approaches the work with active listening and an empowerment model, so the founder will flourish as a strategic, compassionate, and impactful philanthropic leader.  Session: How Philanthropic Families and Community Foundations Successfully Partner