2016 NCFP CEO Retreat: A Joint retreat for family and non-family CEOs
Hosted by the National Center for Family Philanthropy at the Taaffe House in Los Altos Hills, California.
Family and non-family CEOs who serve in the chief staff role and manage the day-to-day operations of family foundations and family offices.
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. This 3-day retreat, to be held at the family home of David and Lucile Packard, will help you identify the roles essential to your position—and envision them with new “lenses.”
Note: This event is designed and offered exclusively for family and non-family CEOs who serve in the chief staff role and manage the day-to-day operations of family foundations and family offices.
This year’s CEO Retreat will be co-hosted by NCFP Fellows Doug Bitonti Stewart, CEO of the Max M. and Marjorie S. Fisher Foundation, and Katherine Lorenz, family member and president of the Cynthia and George Mitchell Foundation, and facilitated by NCFP President Virginia Esposito.
The agenda will set aside time for family and non-family CEOS to have small group discussions on the special issues inherent in their respective roles, and will feature full group sessions on the following topics:
- The Importance of the Board Chair & CEO Relationship
- Private and Public Expectations for Family Foundation CEOs
- Techniques and Traps in Advancing Family Leadership
In true retreat format, participants will work with experienced facilitators to identify topics and challenges that they would like to be covered during selected portions of the agenda. Topics we expect attendees will explore include:
- CEO/Board chair relationships
- Managing family dynamics – avoiding strangulation by triangulation
- Balancing multiple hats – community leadership, nonprofit board memberships, etc.
- Performance assessment: for your staff, yourself, and your board
- Finding ways for personal renewal
- Preparing for your successor
- Special challenges for the family CEO
- Managing diverse and dispersed boards
- Preparing for board leadership transitions
- Shifting grantmaking strategies
- Preparing for the death of the donor or family leader
- Provide a space for reflection, rejuvenation, and “recharging of the batteries” for family- and non-family staff leaders of family foundations.
- Provide a safe space to share and discuss real-life governance and family dynamics issues with peers.
- Provide a chance for attendees to network and create a cadre of peers to turn to in the future.
Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience, promoting values, vision, and excellence across generations of donor families. Ginny was editor and principal author of the first edition of Splendid Legacy and Splendid Legacy 2: Creating and Re-creating Your Family Foundation. Her research publications include The Power to Produce Wonders: The Value of Family in Philanthropy and The Family Foundation CEO: Crafting Consensus out of Complexity. Ginny also edited, and was principal author of the four-volume Family Foundation Library and numerous articles and issue papers on family philanthropy. She has presented at hundreds of programs for and about donor families throughout North America and on four other continents. In addition to her work on family philanthropy, Ginny edited Conscience and Community: The Legacy of Paul Ylvisaker, the writings and speeches of the late foundation trustee, educator, and dean of the Graduate School of Education at Harvard University. She has served on boards and committees for organizations including Great Nonprofits, the Binational Commission on the Nonprofit Sector (US and South Africa), the Commission on the Future of Public Education (Public Education Network), Committee on Ethics and Accountability (Independent Sector), the Philanthropy and the Black Church Project, and Strengthening Native American Philanthropy. She currently serves on the board of directors of the John M. Belk Endowment.
Katherine Lorenz is President of the Cynthia and George Mitchell Foundation, a family foundation focusing on environmental sustainability in Texas, and is a National Center for Family Philanthropy Fellow and board member. Previously, she served as Deputy Director for the Institute for Philanthropy, whose mission is to increase effective philanthropy in the UK and internationally. Read more.
For nearly 27 years Doug Bitonti Stewart has dedicated his career to philanthropy serving organizations such as Michigan State University, Michigan Nonprofit Management Institute, the Arthritis Foundation, Children’s Hospital of Michigan and as Director of Development for Children’s and Women’s Health at the University of Michigan Health System. In early 2007, Doug became the first Executive Director of the Max M. & Marjorie S. Fisher Foundation. In his position Doug has the privilege of helping the Fisher family further their philanthropic legacy by working with partners making the most meaningful impact to strengthen and empower children and families in need.
Doug is a member of a number of volunteer boards including the Jewish Funders Network; Excellent Schools Detroit; immediate past chair of The League Michigan, an organization promoting youth service and leadership throughout Michigan; and the 2014 American Express NGen Leadership Award Selection Committee. Doug serves the philanthropic field and social impact sector through his work on the CEO Advisory Board of the National Center for Family Philanthropy, the Committee to Transform Michigan Philanthropy through Diversity and Inclusion of the Council of Michigan Foundations, and Development Summer Internship Advisory Board at the University of Michigan where he also served as a guest lecturer in the Org Studies program. In 2014, twenty-two years after receiving his undergraduate degree in Finance from Michigan State University, Doug graduated Summa Cum Laude with a Master of Business Administration from the Max M. Fisher College of Business at The Ohio State University.
What participants said:
Of all the NCFP offerings I’ve found the CEO Retreat to be the most valuable. They are limited in size and provide a safe space to talk about issues that are unique to our work. It also provides an opportunity to learn from each other and plug into a network of supportive colleagues.