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Family Foundation CEO Retreat

Executives of family philanthropies

Virtual via Zoom

10
May 2021
12:30–4:30 PM EDT

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 and David Daniels at the 2020 CEO Retreat

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