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. 

View the draft agenda

Thank you to our Lead Sponsor:

Featured Speakers

Dimple Abichandani

Dimple Abichandani has advanced justice as a funder, lawyer and educator for over two decades. For…

View Profile
Rini Banerjee

Rini Banerjee

Rini Banerjee has two decades of experience in philanthropy. An Integrated Capital Fellow at RSF Social…

View Profile
Ashley Blanchard

Ashley Blanchard

Ashley Snowdon Blanchard is a seasoned nonprofit strategy and management consultant, with a focus on strategic planning…

View Profile
Jean Case

Jean Case

Jean Case, the Chairman of the National Geographic Society and CEO of the Case Impact Network…

View Profile

Laura Collins

Laura Collins is a Director in KPMG’s Exempt Organizations tax practice.  Laura has worked exclusively with…

View Profile
Jennifer Davis

Jennifer Davis

Jennifer Davis is the president of the Flora Family Foundation. Before joining the FFF staff in…

View Profile

Christopher Fletcher

Christopher Fletcher is an Executive Director in J.P. Morgan Institutional Portfolio Solutions. In this role, he…

View Profile

Ron Harris

Ron Harris is a black millennial focused on political involvement, civic/shareholder engagement, and philanthropy being the…

View Profile

Kimberly Myers Hewlett

Kimberly Myers Hewlett is president of the Myers Family Foundation and a family council member of…

View Profile
Renee Kaplan

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

Andras Kosaras

Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…

View Profile

Dana Lanza

Dana Lanza launched Confluence Philanthropy in August of 2009 as a special project of Rockefeller Philanthropy…

View Profile

Tamara Larsen

Tamara Larsen is an Executive Director with Agility, where she leads the Mission-Aligned Investment practice of…

View Profile

Paul Liu

Paul Liu is a Managing Director in the Private Client Practice at Cambridge Associates. He is…

View Profile

Jaimie Mayer

Jaimie Mayer is currently serving her second term as Chair of the Nathan Cummings Foundation, having…

View Profile
Mary Mountcastle

Mary Mountcastle

Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…

View Profile
Kelly Nowlin

Kelly Nowlin

Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…

View Profile
Maya Patel

Maya Patel

Maya Patel is the Executive Chair of the Tarsadia Foundation, leading the development of its vision,…

View Profile
Irene Pritzker

Irene Pritzker

Irene Pritzker became a founding member and President of the IDP Foundation, Inc. in 2008. It…

View Profile

Greg Ratliff

Greg Ratliff is a Vice President at Rockefeller Philanthropy Advisors’ New York office beginning in 2019…

View Profile
Valerie Rockefeller

Valerie Rockefeller

Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…

View Profile

Shaady Salehi

Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…

View Profile

Andrew Schulz

Andrew Schulz is responsible for the New Venture Fund’s legal compliance and for providing expert guidance…

View Profile

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

Liesel Pritzker Simmons

Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an…

View Profile

Kathleen Simpson

Kathleen Simpson is the Chief Executive Officer of The Russell Family Foundation, where she collaborates with…

View Profile

Robin Snidow

Robin Snidow has been a board member of General Service Foundation (GSF) for 25 years and…

View Profile
Nick Tedesco

Nicholas A. Tedesco

Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…

View Profile

Patrick Troska

Patrick J. Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since…

View Profile
Peter Williamson

Peter Williamson

Peter Williamson is a professional golfer and founder of Game Genius, a social venture in DC…

View Profile
June Wilson headshot

June L. Wilson

June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…

View Profile

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

Ellie Frey Zagel

Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…

View Profile

Additional questions? Contact NCFP