Attendees, please visit the event website for the most up-to-date agenda and Zoom links. The website passcode was emailed to all registrants.
NCFP’s Trustee Education Institute provides a comprehensive introduction to important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers:
- Translating values and goals into action
- Connecting family legacy and the public trust
- Managing fiduciary responsibilities and legal pitfalls
- Stewarding philanthropic capital and vehicles
- Navigating family dynamics at the board table
- Applying effective governance policies, practices, and principles
- Engaging the next generation
- Advocacy, grantmaking strategy, and impact
Please see below for the draft agenda along with a list of speakers confirmed to date.
Featured Speakers
![](https://www.ncfp.org/wp-content/uploads/2020/03/Dimple-Abichandani-2021-160x160.jpg)
Dimple Abichandani
Dimple Abichandani has advanced justice as a funder, lawyer and educator for over two decades. For…
View Profile![Rini Banerjee](https://www.ncfp.org/wp-content/uploads/2020/05/Rini-Banerjee_400x430-160x160.jpg)
Rini Banerjee
Rini Banerjee has two decades of experience in philanthropy. An Integrated Capital Fellow at RSF Social…
View Profile![NCFP Board Member Ashley Blanchard](https://www.ncfp.org/wp-content/uploads/2019/02/Ashley-Blanchard-2023_400x430-160x160.png)
Ashley Blanchard
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…
View Profile![Jean Case](https://www.ncfp.org/wp-content/uploads/2019/02/Jean-Case_400x430-160x160.jpg)
Jean Case
Jean Case, the Chairman of the National Geographic Society and CEO of the Case Impact Network…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/08/Laura-Collins-141x141.jpg)
Laura Collins
Laura Collins is a Director in KPMG’s Exempt Organizations tax practice. Laura has worked exclusively with…
View Profile![Jennifer Davis](https://www.ncfp.org/wp-content/uploads/2020/08/Jennifer-Davis_400x430-160x160.jpg)
Jennifer Davis
Jennifer Davis is the president of the Flora Family Foundation. Before joining the FFF staff in…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/09/Christopher-Fletcher_400x430-160x160.jpg)
Christopher Fletcher
Christopher Fletcher is an Executive Director in J.P. Morgan Institutional Portfolio Solutions. In this role, he…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/01/ron-harris-2019-forum-160x160.jpg)
Ron Harris
Ron Harris is a black millennial focused on political involvement, civic/shareholder engagement, and philanthropy being the…
View Profile![](https://www.ncfp.org/wp-content/uploads/2014/01/Kimberly-Myers-Hewlett-160x160.jpg)
Kimberly Myers Hewlett
Kimberly Myers Hewlett is president of the Myers Family Foundation and a family council member of…
View Profile![Renee Kaplan](https://www.ncfp.org/wp-content/uploads/2020/04/Renee-Kaplan_400x430-160x160.jpg)
Renee Kaplan
Renee Kaplan is former chief strategy officer and head of programs at the Skoll Foundation where she oversaw the…
View Profile![Andras Kosaras](https://www.ncfp.org/wp-content/uploads/2019/02/Andras-Kosaras_400x430-160x160.jpg)
Andras Kosaras
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/07/Dana-Laza-160x160.png)
Dana Lanza
Dana Lanza launched Confluence Philanthropy in August of 2009 as a special project of Rockefeller Philanthropy…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/08/Tamara-Larsen-new_400x430-160x160.jpg)
Tamara Larsen
Tamara Larsen is an Executive Director with Agility, where she leads the Mission-Aligned Investment practice of…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/08/Paul-Liu_400x430-160x160.jpg)
Paul Liu
Paul Liu is a Managing Director in the Private Client Practice at Cambridge Associates. He is…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/07/Jaimie-Mayer_400x430-1-160x160.jpg)
Jaimie Mayer
Jaimie Mayer is currently serving her second term as Chair of The Nathan Cummings Foundation. Under…
View Profile![Mary Mountcastle](https://www.ncfp.org/wp-content/uploads/2019/02/mary-mountcastle-281w-159x159.jpg)
Mary Mountcastle
Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…
View Profile![Kelly Nowlin](https://www.ncfp.org/wp-content/uploads/2018/11/kelly-nowlin_400x430-160x160.png)
Kelly D. Nowlin
Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…
View Profile![Maya Patel](https://www.ncfp.org/wp-content/uploads/2020/07/Maya-Patel_400x430-160x160.jpg)
Maya Patel
Maya Patel is the Executive Chair of the Tarsadia Foundation, leading the development of its vision,…
View Profile![Irene Pritzker](https://www.ncfp.org/wp-content/uploads/2020/03/Irene-Pritzker_400x430-160x160.jpg)
Irene Pritzker
Irene Pritzker became a founding member and President of the IDP Foundation, Inc. in 2008. It…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/08/Greg-Ratcliff_400x430-160x160.jpg)
Greg Ratliff
Greg Ratliff is a Vice President at Rockefeller Philanthropy Advisors’ New York office beginning in 2019…
View Profile![Valerie Rockefeller](https://www.ncfp.org/wp-content/uploads/2020/06/Valerie-Rockefeller-2020_400x430-160x160.jpg)
Valerie Rockefeller
Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/07/Shaady-Salehi_400x430-160x160.jpg)
Shaady Salehi
Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/Andrew-Schulz_IMG_2008-160x160.jpg)
Andrew Schulz
Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/08/Janice-Simsohn-Shaw_400x430-160x160.png)
Janice Simsohn Shaw
Janice Simsohn Shaw is an adept, high-energy facilitator with 20 years of experience helping philanthropic and…
View Profile![Leisel Pritzker Simmons](https://www.ncfp.org/wp-content/uploads/2020/03/Leisel-Pritzker-Simmons_400x430-160x160.jpg)
Liesel Pritzker Simmons
Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/08/kathleen-simpson_400x430-160x160.jpg)
Kathleen Simpson
Kathleen Simpson is the Chief Executive Officer of The Russell Family Foundation, where she collaborates with…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/08/Robin-Snidow_400x430-160x160.jpg)
Robin Snidow
Robin Snidow has been a board member of General Service Foundation (GSF) for 25 years and…
View Profile![Nick Tedesco headshot](https://www.ncfp.org/wp-content/uploads/2021/11/Nick-Tedesco-400x430-1-160x160.jpg)
Nicholas A. Tedesco
Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…
View Profile![](https://www.ncfp.org/wp-content/uploads/2019/02/patrick-troska-160x160.jpg)
Patrick Troska
Patrick J. Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since…
View Profile![Peter Williamson](https://www.ncfp.org/wp-content/uploads/2020/04/Peter-Williamson-160x160.jpg)
Peter Williamson
Peter Williamson is a professional golfer and founder of Game Genius, a social venture in DC…
View Profile![June Wilson headshot](https://www.ncfp.org/wp-content/uploads/2019/02/20211105_June_Wilson_0010_cropped-160x160.jpg)
June L. Wilson
June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…
View Profile![](https://www.ncfp.org/wp-content/uploads/2020/06/Danielle-Orisitian-York_400x430-160x160.jpg)
Danielle Oristian York
Danielle Oristian York is a speaker, consultant and trainer working with those who seek to change the…
View Profile![Ellie Frey Zagel](https://www.ncfp.org/wp-content/uploads/2018/11/Ellie-Frey-Zagel_400x430-160x160.jpg)
Ellie Frey Zagel
Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…
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