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 is the executive director of the General Service Foundation (GSF), a private family foundation that…

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Rini Banerjee

Rini Banerjee

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

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Ashley Blanchard

Ashley Blanchard

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

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Jean Case

Jean Case

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

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Laura Collins

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

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Jennifer Davis

Jennifer Davis

Jennifer Davis leads the strategy and curation of The Philanthropy Workshop’s global community which encompasses the…

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Christopher Fletcher

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

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Ron Harris

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

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Kimberly Meyers Hewlett

Kimberly Myers Hewlett

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

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Renee Kaplan

Renee Kaplan

Renee Kaplan is former chief strategy officer and head of programs at the Skoll Foundation where she oversaw the…

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Andras Kosaras

Andras Kosaras

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

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Dana Lanza

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

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Tamara Larsen

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

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Paul Liu

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

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Jaimie Mayer

Jaimie Mayer

Jaimie Mayer currently serves as Board Chair of The Nathan Cummings Foundation. Prior to her appointment…

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Mary Mountcastle

Mary Mountcastle

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

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Kelly Nowlin

Kelly Nowlin

Kelly Davenport Nowlin, a fifth generation member of the Andrus family, was elected as a Surdna…

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Maya Patel

Maya Patel

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

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Irene Pritzker

Irene Pritzker

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

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Greg Ratliff

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

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Valerie Rockefeller

Valerie Rockefeller

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

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Shaady Salehi

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

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Andrew Schulz

Andrew Schulz is General Counsel for Arabella Advisors. Previously, he was executive vice president and national…

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Janice Simsohn Shaw

Janice Simsohn Shaw is an adept, high-energy facilitator with 20 years of experience helping philanthropic and…

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Leisel Pritzker Simmons

Liesel Pritzker Simmons

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

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Kathleen Simpson

Kathleen Simpson is the interim Chief Executive Officer and Chief Financial Officer of The Russell Family…

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Robin Snidow

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

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Nick Tedesco

Nicholas A. Tedesco

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

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Patrick Troska

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

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Peter Williamson

Peter Williamson

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

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June Wilson

June Wilson

June Wilson, executive director emerita and board member of the Quixote Foundation, combines her talent as…

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Danielle Oristian York

Danielle Oristian York is a speaker, consultant and trainer working with those who seek to change the…

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Ellie Frey Zagel

Ellie Frey Zagel

Ellie Frey Zagel is a leadership coach specializing in multi-generational family businesses. She helps next generation…

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