Family Foundation CEO Retreat

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills, particularly in these divisive and dynamic times.

David Weitnauer (R. Howard Dobbs, Jr. Foundation) and David Daniels (Bainum Family Foundation) at the 2020 CEO Retreat in St. Pete Beach, Florida.

This 3-day virtual retreat, designed for both new and more experienced CEOs, will provide an opportunity to build community and reflect on practices essential to the successful leadership of a family philanthropy. Participants will brainstorm practical and actionable solutions to a broad range of common challenges inherent within a foundation executive role such as:

• Managing power dynamics between board, staff, and grantees
• Navigating family dynamics while maximizing the foundation’s grantmaking impact
• Working effectively with your board chair and board committees
• Addressing racial equity and diversity concerns among board and staff
• Setting up a meaningful assessment process for yourself, your staff, and your board
• Developing the network and resources needed to set and achieve critical strategic plans
• Identifying, mentoring, and supporting next generation leaders
• Finding time for personal growth and renewal
• … and other topics identified by the group!

View the draft agenda