| Wednesday May 15 |
| Time |
Topic |
Speaker |
Room |
| 7:30AM-8:30AM |
Registration & Breakfast |
|
Fries |
| 8:30AM-8:45AM |
Opening Remarks |
William Brody and Edwin K. Hunter |
Reiffel |
| 8:45AM-9:35AM |
Current Developments Part 1 |
Suzanne McDowell |
Reiffel |
| 9:35AM-10:30AM |
Resolving Trustee Disputes: Foundation Split-Ups and Other Approaches |
Michael Bourland |
Reiffel |
| 10:30AM-10:40AM |
Break |
|
Reiffel |
| 10:40AM-11:30AM |
Family Foundations: Opportunities, Challenges, Traps |
Doug Freeman |
Reiffel |
| 11:30AM-12:30PM |
Trustee Liability-CF Excess Benefits and PF Self-Dealing Compared |
Paul Dostart |
Reiffel |
| 12:30PM-1:30PM |
Lunch |
|
Arroyo Terrace |
| 1:30PM-2:30PM |
CF/PF Collaborations |
E.K. Hunter |
Reiffel |
| 2:30PM-4:00PM |
Panel Q&A |
Suzanne, Michael, Paul, E.K. |
Reiffel |
| Thursday May 16th |
| 7:45AM-8:45AM |
|
Registration & Breakfast |
Fries |
| 8:45AM-9:45AM |
Current Developments Part 2 |
Suzanne McDowell |
Reiffel |
| 9:45AM-10:45AM |
Non-Profit Investment Risks and Opportunities |
Tony Werley |
Reiffel |
| 10:45AM-11:00AM |
Break |
|
Reiffel |
| 11:00AM-12:00PM |
Keeping the Faith or Escaping the Dead Hand? Techniques for Dealing with the Founder's/Donor's Vision |
Michael Bourland |
Reiffel |
| 12:00PM-12:50PM |
Lunch |
|
Arroyo Terrace |
| 12:50PM-1:50PM |
Highlights of IRS 2013 Workplan and evaluating revenue streams unrelated trade or business income |
Patty Mayer |
Mitchell |
| 1:50PM-2:20PM |
Bev Emerson |
|
Mitchell |
| 2:20PM-2:50PM |
Sam Pfaff |
|
Mitchell |
| 2:50PM-3:00PM |
Break |
|
Mitchell |
| 3:00PM-3:30PM |
Tom Albright |
|
Mitchell |
| 3:30PM-4:00PM |
Clodagh O'Shea |
|
Mitchell |
| 4:00PM-4:30PM |
Q&A |
|
Mitchell |
| Friday May 17th |
| 7:30AM-8:30AM |
Breakfast and Registration |
|
Mitchell |
| 8:30AM-9:45AM |
Serving on Trustee Audit, Employee Complaint, and Whistle-Blower Response Committees |
Paul Dostart |
Mitchell |
| 10:00AM-11:00AM |
Community Foundations and Private Foundations-An Ideal Partnership |
Bob Kelly |
Mitchell |
| 11:00AM-12:00PM |
Community Foundation Panel Discussion |
Adrienne Vargas, BH Kim, Alice Parkerson, Trish Worthington |
Mitchell |
| 12:00PM-1:00PM |
Lunch |
|
|
