2011 Conference

Better Philanthropy: From Data to Impact
May 10-11, 2011

Boston, MA

CEP's 2011 conference was a great success, and we're thankful to all of the speakers and attendees who made the event so lively and informative. Please see the CEP Blog to read posts by our team of guest bloggers who covered the conference.

Download the full-conference agenda.
Download the agenda for the May 9 assessment tool pre-conference day.

MONDAY, MAY 9, 2011

10:30 am – 5:30 pm Assessment Tool Pre-Conference Day

This highly interactive session is designed exclusively for users of CEP assessment tools who want to understand how to move from CEP tool results to change and improvement. Participants will share their challenges and successes and emerge with new strategies for leading change and improvement. They will also hear from CEP staff about the latest insights from our research and experience, emerging with new tactics for driving improved foundation performance. See the agenda.

5:30 pm – 7:00 pm Welcome Reception
Atlantic Ballroom Atrium

Join other conference attendees at a welcome reception.

7:00 pm – 8:30 pm Saving Philanthropy: The Voyage from Resources to Results Screening
Atlantic 1 Ballroom

Be among the first to see the documentary Saving Philanthropy:From Resources to Results, produced by Kate Robinson. Saving Philanthropy profiles diverse social service organizations that have gained national attention for the measurable outcomes they achieve and highlights the role that forward-thinking funders play in the process.

 

TUESDAY, MAY 10, 2011

8:00 am – 6:00 pm Registration
Pacific Lobby

10:00 am – 10:20 am Welcoming Remarks
Pacific Ballroom

Welcoming speakers will set the stage for the coming two days, touching on the challenge of moving from data to impact.

Kevin Bolduc, Vice President – Assessment Tools, Center for Effective Philanthropy
Stephen Heintz, President, Rockefeller Brothers Fund
Chair – Board of Directors, Center for Effective Philanthropy
Jeffrey Poulos, Executive Director, Associated Grant Makers

10:20 am – 11:30 am Opening Plenary

Assessing Foundation Performance: The State of Practice
Pacific Ballroom

Assessing foundation performance is notoriously difficult. What are the practices today of foundation leaders in assessing overall foundation performance, and how have they changed since CEP first studied this topic in its inaugural research project 10 years ago? How do exemplars in performance assessment approach the challenge of gathering the right data, learning from it, and improving practice?

Phil Buchanan, President, Center for Effective Philanthropy
Ellie Buteau, Vice President – Research, Center for Effective Philanthropy
Jim Canales, President and CEO, The James Irvine Foundation
M. Christine DeVita, President, The Wallace Foundation

11:30 am – 12:00pm Break

12:00 pm – 1:00 pm Lunch
Pacific Ballroom

1:00 pm – 2:00 pm Plenary
Pacific Ballroom


Think Twice: Harnessing the Power of Counterintuition

No one intentionally makes bad decisions. Yet we make them all the time. In fact, some of the worst disasters in recent history – the collapse of major investment banks, the global financial meltdown – were the result of seemingly reasonable decisions made by a lot of smart people. How does this happen?[1] This session will explore the answers to this question with Michael J. Mauboussin, author of Think Twice: Harnessing the Power of Counterintuition.

Michael J. Mauboussin, Chief Investment Strategist, Legg Mason Capital Management; Author, Think Twice: Harnessing the Power of Counterintuition
Moderator: Crystal Hayling, Board Member, Center for Effective Philanthropy

2:00 pm – 2:15 pm Break

2:15 pm – 3:45 pm Breakout Sessions (6)

  • Dashboards: A Roadmap to Decision Making
    Atlantic Ballroom 3

How can foundations pull the right data into an integrated dashboard that can drive decision making? What opportunities and challenges do technological shifts present for bringing the right data into the right discussions at the right moments? How can foundation leaders better tap into and utilize the knowledge and data captured in grants management systems? This session explores the answer to these questions by highlighting exemplars. An interactive component will allow foundation leaders to reflect on what data belongs on their foundations’ dashboard – and how they might get it.

Gale Berkowitz, Director of Evaluation and Learning, The MasterCard Foundation
Roberto Cremonini, Principal, Cremonini Consulting

  • Understanding Your Stakeholders: Feedback for Community Foundations
    Spectacle

Community foundations have a multitude of important stakeholders and to make the best decisions they need to understand their perspectives. This session highlights foundations that have sought to understand the perspectives of donors and other stakeholders in a comparative context. What did they learn? What did they do differently as a result? What are the lessons for other community foundations?

Kathryn E. Merchant, President and CEO, The Greater Cincinnati Foundation
Neil Steinberg, President and CEO, Rhode Island Community Foundation
Moderator: Anne Valley, Special Initiatives Officer, The James Irvine Foundation

  • Scaling What Works: Lessons for Funders from the Social Innovation Fund
    Atlantic Ballroom 2

The Social Innovation Fund (SIF) was created to support “innovation that will help achieve faster, more lasting progress, as opposed to marginal or incremental progress on our social problems.”[2] A number of major foundations have received funds. What are the lessons learned to date? What is the relevance of the SIF effort for other funders?

Doug Borchard, Managing Partner and Chief Operating Officer, New Profit, Inc.
Rhett Mabry, Vice President, The Duke Endowment
Leslie P. Maloney, Senior Vice President and Program Manager—Education, Carol Ann and Ralph V. Haile, Jr./US Bank Foundation
Nancy Murphy, Executive Vice President, Grantmakers for Effective Organizations

  • Brighter Sunlight: Linking Transparency and Effectiveness
    Atlantic Ballroom 1

Foundations face increasing pressure to be transparent about their work – as well as increasing pressure both to be effective and to demonstrate their effectiveness. What is the link between transparency and effectiveness? Do initiatives like Foundation Center’s GlassPockets promise to change philanthropic practice for the better? What role do technological changes play in the march to greater transparency and effectiveness? Are transparency and effectiveness ever in tension and, if so, which one should trump the other?

Diana Aviv, President and CEO, Independent Sector
Paul Brest, President, William and Flora Hewlett Foundation
Bradford K. Smith, President, Foundation Center
Moderator: Stephen Heintz, President, Rockefeller Brothers Fund

  • Fostering Program Officer Success
    Brewster

Program officers are central to successful foundation-grantee relationships. Yet program officer performance can vary within a single foundation: Two grantees of the same foundation may have strikingly different experiences. What skills and knowledge do grantees value most in their program officers? How can foundations work with their program officers to provide the best experience for grantees while simultaneously providing the best work experience for POs? What do foundation leaders need to know to support and develop effective program officers? A program officer will share his experiences and CEP will share research on exemplar program officers.

Kevin Bolduc, Vice President – Assessment Tools, Center for Effective Philanthropy
Chris Kabel, Program Officer, Northwest Health Foundation
Jean McCall, Director of Human Resources, William and Flora Hewlett Foundation
Moderator: David Carrington, Advisory Board Member, Center for Effective Philanthropy

  • Hearing from Those Who Should Matter Most: Beneficiary Voice
    Caspian

Over the past decade, foundations have increasingly reached out to hear from grantees, declined applicants, and other stakeholders through confidential and comparative surveys. But what about those who should matter most – those whose lives a foundation seeks to improve? This interactive session will draw on the example of CEP’s YouthTruth initiative for inspiration, but will ask participants to consider what beneficiary voices might inform their decision making – and how they might tap into them.

Laura Olson, Program Manager, The California Endowment
Rhonnel Sotelo, Vice President - Program and Operations, Stuart Foundation
Valerie Threlfall, Vice President – YouthTruth Initiative, Center for Effective Philanthropy

3:45 pm – 4:00 pm Break

4:00 pm – 5:15 pm Afternoon Plenary
Pacific Ballroom

The Power of Data in Decision Making: Esther Duflo

The leader of a group of economists that Bloomberg BusinessWeek has dubbed “the pragmatic rebels,” 38-year-old economist Esther Duflo has brought a data-driven, analytic approach to poverty reduction efforts. Duflo has been named one of Fortune Magazine’s “40 under 40,” included in Foreign Policy’s “Top 100 Global Thinkers,” and has been the subject of profiles in The New Yorker and other major publications. She will share her thinking on the approach needed to determine the best solutions to our most pressing societal problems and engage in a dialog with foundation leaders.

Esther Duflo, Professor of Poverty Alleviation and Development Economics at MIT, Founder/Director of the Jameel Poverty Action Lab
Moderator: Luis Ubinas, President, Ford Foundation

5:15 pm – 6:00 pm Break

6:00 pm – 7:00 pm Reception
Atlantic Ballroom Atrium

7:00 pm – 9:00 pm Dinner, Ten Year Anniversary Celebration, and Discussion with Michael J. Fox
Pacific Ballroom

Stephen Heintz, President, Rockefeller Brothers Fund
Chair – Board of Directors, Center for Effective Philanthropy

Paul Brest, President, William and Flora Hewlett Foundation
Risa Lavizzo-Mourey, President and CEO, Robert Wood Johnson Foundation

Michael J. Fox, Founder, The Michael J. Fox Foundation for Parkinson's Research


WEDNESDAY, MAY 11, 2011

7:30 am – 9:00 am Breakfast Buffet
Pacific Ballroom

8:00 am – 9:00 am Peer Learning Sessions
Atlantic Ballroom 1
Caspian
Pacific Ballroom

Attendees are invited to join small group discussions focused on the latest tools, research, and practices relevant to foundations today. A full description of these sessions coming soon.

9:15 am – 10:30 am Morning Plenary
Pacific Ballroom

The Challenge of Foundation Strategy

How does the leader of the largest foundation in the world think about the challenge of developing, implementing, and assessing strategy? What has worked and what hasn’t when it comes to the Bill & Melinda Gates Foundation’s strategies? What lessons can be drawn from the Gates Foundation’s experience?

Jeff Raikes, Chief Executive Officer, Bill & Melinda Gates Foundation
Moderator: Nadya K. Shmavonian, President, Public/Private Ventures
Board Member, Center for Effective Philanthropy

11:00 am – 12:30 pm Breakout Sessions (6)

  • Working Collaboratively to Effect Public Policy: Lessons from the Boston Schools
    Caspian

Funder-sponsored research can have many uses – from building the field’s knowledge base to serving as the basis for action and policy change. Research commissioned by the Barr Foundation and the Schott Foundation for Public Education led directly to both policy and, eventually, practice change in the Boston Public Schools around English Language Learners’ (ELLs) academic achievement. Although the investments in the research were relatively small, the impact of the work now underway will have an impact on tens of thousands of students in the coming years.

Pat Brandes, Executive Director, Barr Foundation
Dr. John H. Jackson, President and CEO, The Schott Foundation for Public Education
Miren Uriarte, Professor, University of Massachusetts, Boston

  • Mapping Strategies: Understanding the Landscape
    Thompson

As funders seek to achieve shared goals, they are often stymied by a lack of reliable data about which funders are doing what. A new tool developed by the Monitor Institute, with support from the Rockefeller Foundation, seeks to address this issue. The Strategy Landscape Tool, an interactive data visualization tool, lets funders understand funding by strategy. The Monitor Institute and CEP are collaborating to make the tool more broadly available. This session will offer a demonstration of the tool and allow foundation leaders to explore its potential application to their work.

Kevin Bolduc, Vice President – Assessment Tools, Center for Effective Philanthropy
Gabriel Kasper, Strategist, Monitor Institute

  • Driving Toward Impact: What Funders Can Do To Support Nonprofits’ Performance Management
    Atlantic Ballroom 1

CEP’s research has shown that one of the greatest frustrations among program staff about efforts to assess performance is a perceived lack of capacity among nonprofits. How can funders best support the development of relevant performance data that will serve both funders and nonprofits as they seek to maximize their impact? How aggressive should funders be in their demands on nonprofits? What kinds of approaches to strengthening nonprofit performance management systems work best?

Tiffany Cooper Gueye, Chief Executive Officer, BELL
David Hunter, Managing Partner, Hunter Consulting LLC
Daniela Barone Soares, Chief Executive, Impetus Trust
Moderator: Kate Robinson, Producer, “Saving Philanthropy: The Voyage from Resources to Results”

  • Community Foundations and the Challenge of Strategy
    Spectacle

Community foundations face distinct challenges in developing and implementing strategy. How strategic are community foundation CEOs in their programmatic work? In their donor work? What does it mean to be strategic in a community foundation context, and what are the barriers? This session will draw on new CEP research on community foundation strategy based on in-depth interviews with 30 community foundation CEOs.
Andrea Brock, Research Manager, Center for Effective Philanthropy
Ellie Buteau, Vice President – Research, Center for Effective Philanthropy
Bob Eckardt, Executive Vice President, The Cleveland Foundation

  • Social Media, Foundations, and Grantees: What Works, What Doesn’t
    Atlantic Ballroom 2

Foundations are increasingly using social media in their efforts to communicate with grantees and others as they pursue their goals. Building on new CEP research, the session will consider questions such as, what is the state of foundation-grantee interactions on social media platforms? What are the promising practices of today – and tomorrow? To what extent should foundations seek to build the social media capacities of their grantees?
Jacob Harold, Program Officer, Philanthropy Program, The William and Flora Hewlett Foundation
Paula Goldman, Director, Omidyar Network
Beth Kanter, CEO, Zoetica
Travis Manzione, Director - Assessment Tools, Center for Effective Philanthropy
Moderator: Vince Stehle, John S. and James L. Knight Foundation

  • The Most Important Topic We Never Talk About: Exit Strategies
    Atlantic Ballroom 3

Philanthropic exits occur at many levels: funded projects end, funders leave a program area, priorities are dropped under new foundation leadership, and foundations spend-down. Despite knowing that sound exit strategies are necessary for achieving sustained impact, philanthropy often focuses on the beginning of projects and programs instead of their ends. The absence of sound exit strategies does significant harm to grantees, to foundations, and to the legacy of good work they have accomplished together. How can foundations best anticipate various exits and prepare for them in a responsible manner?

Bob Hughes, Learning Lens Manager, The Patterson Foundation
Debra Jacobs, President, The Patterson Foundation
Ann Monroe, President, Community Foundation of Western and Central New York
Mayur Patel, Director of Strategic Assessment and Assistant to the President, John S. and James L. Knight Foundation
Kevin F. Walker, President and CEO, Northwest Area Foundation

12:45 pm – 2:15 pm Closing Plenary
Pacific Ballroom

From Data to Impact: Leading the Change

Foundation leaders face unique leadership challenges. They work to address some of our toughest social issues, presiding over what seem to be significant resources but often pale in comparison to the scale of the problems. They are removed from the front lines, and lack universal performance measures and natural feedback loops. How, then, should foundation leaders lead? How can they motivate the kind of change they wish to see, both within and outside their organizational walls? How do they stick to strategy while simultaneously fostering the innovation that can lead to breakthroughs? This session will explore these, and other, thorny leadership questions with experts in leadership and change management.

Linda A. Hill, Wallace Brett Donham Professor of Business Administration, Harvard Business School
Tom Tierney, Chairman and Co-founder, Bridgespan Group
Anne Warhover, President and CEO, Colorado Health Foundation
Moderator: Phil Buchanan, President, Center for Effective Philanthropy


[1] Drawn from inside cover of Think Twice: Harnessing the Power of Counterintuition, by Michael J. Mauboussin

[2] http://www.whitehouse.gov/administration/eop/sicp/initiatives/social-innovation-fund

 

Confirmed speakers included:

  • Diana Aviv, President and CEO, Independent Sector
  • Daniela Barone Soares, Chief Executive, Impetus Trust
  • Gale Berkowitz, Director of Evaluation and Learning, The MasterCard Foundation
  • Kevin Bolduc, Vice President—Assessment Tools, Center for Effective Philanthropy
  • Doug Borchard , Managing Partner and Chief Operating Officer, New Profit, Inc.
  • Pat Brandes, Executive Director, Barr Foundation
  • Paul Brest, President, William and Flora Hewlett Foundation
  • Andrea Brock, Research Manager, Center for Effective Philanthropy
  • Phil Buchanan, President, Center for Effective Philanthropy
  • Ellie Buteau, Vice President— Research, Center for Effective Philanthropy
  • Jim Canales, President and CEO, The James Irvine Foundation
  • David Carrington, Advisory Board Member, Center for Effective Philanthropy
  • Roberto Cremonini, Principal, Cremonini Consulting
  • M. Christine DeVita, President, Wallace Foundation
  • Esther Duflo, Abdul Latif Jameel Professor of Poverty Alleviation and Development Economics at MIT, Founder and Director of the Jameel Poverty Action Lab
  • Robert Eckardt, Executive Vice President, The Cleveland Foundation
  • Michael J. Fox, Founder, The Michael J. Fox Foundation for Parkinson's Research
  • Paula Goldman, Director, Omidyar Network
  • Tiffany Cooper Gueye, CEO, BELL
  • Jacob Harold, Program Officer, Philanthropy Program, The William and Flora Hewlett Foundation
  • Crystal Hayling, Writer & Board Member, Lien Centre for Social Innovation
  • Stephen Heintz, President, Rockefeller Brothers Fund
  • Linda A. Hill, Wallace Brett Donham Professor of Business Administration, Harvard Business School
  • Bob Hughes, Learning Lens Manager, Patterson Foundation
  • David Hunter, Managing Partner, Hunter Consulting, LLC
  • Debra Jacobs, President, The Patterson Foundation
  • John Jackson, President and CEO, The Schott Foundation for Public Education
  • Chris Kabel, Program Officer, Northwest Health Foundation
  • Beth Kanter, Author, The Networked Nonprofit
  • Gabriel Kasper, Strategist, Monitor Institute
  • Jean McCall, Director of Human Resources, William and Flora Hewlett Foundation
  • Rhett Mabry, Vice President, The Duke Endowment
  • Leslie P. Maloney, Senior Vice President and Program Manager—Education, US Bank Foundation
  • Travis Manzione, Director—Assessment Tools, Center for Effective Philanthropy
  • Ann Monroe, President, Community Health Foundation of Western and Central New York
  • Risa Lavizzo-Mourey, President and CEO, Robert Wood Johnson Foundation
  • Michael Mauboussin, author, Think Twice: Harnessing the Power of Counterintuition
  • Kathryn E. Merchant, President and CEO, The Greater Cincinnati Foundation
  • Nancy Murphy, Executive Vice President, Grantmakers for Effective Organizations
  • Laura Olson, Program Manager, California Endowment
  • Mayur Patel, Director of Strategic Assessment and Assistant to the President, John S. and James L. Knight Foundation
  • Jeff Poulos, Executive Director, Associated Grantmakers
  • Jeff Raikes, CEO, Bill & Melinda Gates Foundation
  • Kate Robinson, Producer, "Saving Philanthropy"
  • Nadya K. Shmavonian, President, Public/Private Ventures
  • Bradford K. Smith, President, Foundation Center
  • Rhonnel Sotelo, Vice President, Program & Operations, Stuart Foundation
  • Vincent Stehle, Consultant, John S. and James L. Knight Foundation
  • Neil Steinberg, President and CEO, Rhode Island Foundation
  • Valerie Threlfall, Vice President—YouthTruth Initiative, Center for Effective Philanthropy
  • Tom Tierney, Chairman and Co-founder, Bridgespan Group
  • Luis Ubiñas, President, Ford Foundation
  • Miren Uriarte, Professor, University of Massachusetts, Boston
  • Anne Vally, Senior Program Officer, Special Initiatives, The James Irvine Foundation
  • Kevin Walker, President and CEO, Northwest Area Foundation
  • Anne Warhover, President and CEO, Colorado Health Foundation

CEP's 2011 conference, Better Philanthropy: From Data to Impact, has reached capacity.

We welcome you to join our waitlist by emailing Addy Ashiru at addya@effectivephilanthropy.org or by calling 617-492-0800 ext. 207. We will notify you if and when space becomes available.

 

Please note that the conference program is intended for CEOs, vice presidents, and trustees of foundations with at least $5 million in annual grantmaking. Registration is reserved for foundation executives only.

  • Renee Acosta, President and CEO, Global Impact
  • Marisa Allen, Director of Evaluations, The Colorado Health Foundation
  • Kirsty Allen, Program Manager, The Myer Foundation and Sidney Myer Fund
  • Diane Allison, Executive Director, The Educational Foundation of America
  • Ron Ancrum, President, Community Foundation of Western Massachusetts
  • Barbara Andersen, Director of Strategic Partnerships, The Orfalea Foundations
  • Julia Antonatos, Board Member, Gaylord and Dorothy Donnelley Foundation
  • Lauren Arnold, CFO, Gill Foundation
  • Diana Aviv, President and CEO, Independent Sector
  • William Bacon, Director of Evaluation, The Duke Endowment
  • Barry Balmat, Director, Foundation Relations, RAND Corporation
  • Daniela Barone-Soares, CEO, Impetus Trust
  • Joanna Barrett, Evaluation Program Officer, Northwest Area Foundation
  • Douglas Bauer, Executive Director, The Clark Foundation
  • Jonathan Bays, Consultant, McKinsey & Company
  • Paul Beaudet, Associate Director, Wilburforce Foundation
  • Eleanor Bell, Director, Decision Support, the Bill & Melinda Gates Foundation
  • Caitlin Bell, Assistant Vice President, Corporate Philanthropy, Bank of America Charitable Foundation
  • Gale Berkowitz, Director, Learning and Evaluation, The MasterCard Foundation
  • Paul Bernstein, CEO, The Pershing Square Foundation
  • Linda Bessinger, Senior Director, Human Resources and Organizational Development, The Colorado Health Foundation
  • Deborah Bey, Community Impact Officer, New Hampshire Charitable Foundation
  • Ben Binswanger, Vice President, Program & Impact, Skoll Foundation
  • Peter Bird, President, The Frist Foundation
  • Doug Borchard, Managing Partner, Chief Operating Officer, New Profit, Inc.
  • Ruth Bowman, Vice President Research & Evaluation, Margaret A Cargill Foundation
  • Patricia Brandes, Executive Director, Barr Foundation
  • Paul Brest, President, The William and Flora Hewlett Foundation
  • Debi Brooks, Co-Founder, Michael J. Fox Foundation for Parkinson's Research
  • Angela Brown, Director of Programs, The Hyams Foundation
  • David Brown, Director - Business Applications, Daniels Fund
  • Elizabeth Brown, Vice President for Programs, Marin Community Foundation
  • Hollis Budd, Executive Director, Max and Marian Farash Charitable Foundation
  • Wende Burton, Communities Foundation of Texas Project Manager, Communities Foundation of Texas
  • Edmund Cain, Vice President - Grant Programs, Conrad N. Hilton Foundation
  • Davis Campbell, Board Member, Stuart Foundation
  • Jim Canales, President & CEO, The James Irvine Foundation
  • Claude Chagnon, President, Foundation Lucie and Andre Chagnon
  • Lucien Chan, Senior Manager, Global Community Partnerships & Strategy, Gap Foundation
  • Sylvianne Chaput, Vice-President, Governance, risk and performance, Fondation Lucie et André Chagnon
  • Danielle Cheslog, Grants Manager, Otto Bremer Foundation
  • Linda Childears, President & CEO, Daniels Fund
  • Sue Chollet, Board Member, Endowment for Health
  • Jean-Marc Chouinard, Vice-President, Lucie et André Chagnon Foundation
  • Elizabeth Christopherson, President and CEO, Rita Allen Foundation
  • Gene Cochrane, President, The Duke Endowment
  • Frank Coen, President & CEO, Kansas Health Foundation
  • David Colby, Vice-President, Research and Evaluation, The Robert Wood Johnson Foundation
  • Paul Connolly, Board Member, Nathaniel Wharton Fund
  • Gay Cook, Vice President of Programs, The Colorado Trust
  • Jeverley Cook, Executive Director, W.W. Caruth, Jr. Foundation, Communities Foundation of Texas
  • Melanie Coon, Vice President for Communications & Marketing, Rhode Island Foundation
  • Tiffany Cooper Gueye, CEO, BELL
  • Jamie Cooper-Hohn, CEO, The Children's Investment Fund Foundation
  • Terese Coudreaut, Director of Human Resources, John S. and James L. Knight Foundation
  • Anna Cowenhoven, Senior Vice President, Corporate Philanthropy, Bank of America Charitable Foundation
  • Roberto Cremonini, Principal, Cremonini Consulting Network
  • Nancy Csuti, Director of Research, Evaluation & Strategic Learning, The Colorado Trust
  • Alexa Culwell, Visiting Practitioner, Stanford University
  • Jennifer Curry, Program Director, The Goizueta Foundation
  • Barb Danbom, Senior Vice President, Grants, Daniels Fund
  • Jessica David, Special Projects & Research Officer, Rhode Island Foundation
  • Kassie Davis, Executive Director, CME Group Foundation
  • Nicole De Beaufort, Director of Communications, W.K. Kellogg Foundation
  • Michael Deich, Director of Policy and Government Affairs, Bill & Melinda Gates Foundation
  • Bonnie C. DeVinney, Vice President & Chief Program Officer, Greater Rochester Health Foundation
  • M. Christine DeVita, President, The Wallace Foundation
  • William Dietel, Trustee, The F.B.Heron Foundation
  • Blair Dimock, Director, Research, Evaluation & Knowledge Management, Ontario Trillium Foundation
  • Dave Dobbins, Chief Operating Officer, Legacy
  • Vivian Donnelley, Board Member, Gaylord and Dorothy Donnelley Foundation
  • Aaron Dorfman, Executive Director, National Committee for Responsive Philanthropy
  • Mary Anne Doyle, Director of Organizational Learning, California Community Foundation
  • There Du Pont, President, Longwood Foundation
  • Jeffrey Du Preez, COO, National Lotteries Board
  • Stephanie Duffy, Grants Administration Manager, The McKnight Foundation
  • Sally Duffy, President & Executive Director, SC Ministry Foundation
  • Esther Duflo, Abdul Latif Jameel Professor of Poverty Alleviation and Development Economics at MIT, Jameel Poverty Action Lab
  • Marc Dumont, Strategic Advisor, Performance, Fondation Lucie et André Chagnon
  • Kelly Dunkin, Vice President, Philanthropy, The Colorado Health Foundation
  • Robert Eckardt, Executive Vice President, The Cleveland Foundation
  • Irina Efremova-Garth, Head of Program Department, Foundation META
  • Paula Ellis, Vice President / Strategic Initiatives, John S. and James L. Knight Foundation
  • Kathleen Enright, President and CEO, Grantmakers for Effective Organizations
  • Jay Espy, Executive Director, Elmina B. Sewall Foundation
  • Olga Evdokimova, Director, Evolution and Philanthropy
  • Richard Fahey, COO, The Skoll Foundation
  • Mary Ann Fake, Director of Finance, Gordon and Betty Moore Foundation
  • Wade Fauth, Vice President, Blandin Foundation
  • Olga Fedoseeva, Vice Chair, Children Foundation VICTORIA
  • Elizabeth Firesheets, Director of Evaluation, The Health Foundation of Greater Cincinnati
  • Nancy Fishman, Senior Program Officer, Robert Wood Johnson Foundation
  • Kelly Fitzsimmons, Chief Program and Strategy Officer, The Edna McConnell Clark Foundation
  • Joanne Florino, Executive Director, Triad Foundation, Inc.
  • Annie Fogarty, Executive Chairperson, Fogarty Foundation
  • Randy Foose, Board Member, Endowment for Health
  • Tracy Foster, Vice President, Hall Family Foundation
  • Pamela Foster, Managing Director and Associate General Counsel, Rockefeller Foundation
  • Daniel Foster, President/CEO, The Community Foundation
  • Michael J. Fox, Founder, Michael J. Fox Foundation for Parkinson's Research
  • Jacob Fraire, Assistant Vice President, Student and Institutional Success, Texas Guaranteed
  • Lynda Frost, Director of Planning and Programs, Hogg Foundation for Mental Health
  • Angela Frusciante, Knowledge Development Officer, William Caspar Graustein Memorial Fund
  • Lori Fuller, Director, Evaluation & Research, Kate B. Reynolds Charitable Trust
  • Nancy Gardiner, Director, Family Office & Philanthropic Advisory Services, Hemenway & Barnes
  • Greg Gerhard, Director of Grantmaker Education & Strategic Partnerships, Southeastern Council of Foundations
  • Cynthia Gibson, Senior Vice President, The Philanthropic Initiative
  • Phil Giudice, Commissioner, Massachusetts Department of Energy Resources
  • Paula Goldman, Director, Omidyar Network
  • J. Todd Graham, President & CEO, Iowa West Foundation
  • Christine Hamilton, President of the Board, MHCH Foundation
  • Cheryl Hammond, Director of Communications, Nellie Mae Education Foundation
  • Stacy Hanley, Director, Community Relations, Thrivent Financial for Lutherans
  • Jill Hannon, IT Specialist, The Rockefeller Foundation
  • Elena Harman, Evaluation Associate, The Colorado Health Foundation
  • Jacob Harold, Program Officer, The William and Flora Hewlett Foundation
  • Mary Harrison, Vice President for Programs, Nellie Mae Education Foundation
  • Penelope Hawkins, Senior Evaluation Officer, The Rockefeller Foundation
  • Crystal Hayling, Writer & Board Member, Lien Centre for Social Innovation
  • Stephen Heintz, President, Rockefeller Brothers Fund
  • Owen Heleen, Vice President for Grant Programs, Rhode Island Foundation
  • Caren Henderson, Communications Director, The Colorado Health Foundation
  • Brenda Henry, Program Officer, The Robert Wood Johnson Foundation
  • Linda Hill, Professor, Harvard Business School
  • Paul Hogan, Vice President, The John R. Oishei Foundation
  • Jennifer Hoos Rothberg, Executive Director, Einhorn Family Charitable Trust
  • Deborah Hoover, President & CEO, The Burton D. Morgan Foundation
  • Karen Horsch, Evaluator, Endowment for Health
  • Robert Hughes, Learning Lens Manager, The Patterson Foundation
  • David Hunter, Managing Partner, Hunter Consulting LLC
  • Sara Iselin, President, Blue Cross Blue Shield of Massachusetts Foundation
  • Harriet Ivey, President and CEO, Nina Mason Pulliam Charitable Trust
  • John Jackson, President and CEO, Schott Foundation for Public Education
  • Marcy Jackson, Foundation Director, Zilber Family Foundation
  • Debra Jacobs, President/CEO, The Patterson Foundation
  • Kimberly James, Evaluation Officer, W.K. Kellogg Foundation
  • Christine James Brown, President and CEO, Child Welfare League of America
  • Mona Jhawar, Evaluation Manager, The California Endowment
  • Reginald Jones, President, Steans Family Foundation
  • Minna Jung, Communications Director, The David and Lucile Packard Foundation
  • Chris Kabel, Senior Program Officer, Northwest Health Foundation
  • Beth Kanter, CEO, Zoetica
  • Gabriel Kasper, Consultant, Monitor Institute
  • Thomas Kelly, Associate Director for Evaluation, Annie E. Casey Foundation
  • Eric Kelly, Vice President of Programs, Quantum Foundation
  • Corey Kilgore, Director, MHCH Foundation
  • Angie Kim, Director of Programs and Member Services, Southern California Grantmakers
  • James Knickman, President and CEO, New York State Health Foundation
  • Teri Kook, Director of Child Welfare, Stuart Foundation
  • Stephanie Koopmann, Strategic Advisor, Help for Threatened Wildlife Foundation
  • Patricia Kozu, Managing Director, Finance and Administration, National Employment Law Project
  • Joanne Krell, Vice President, W.K. Kellogg Foundation
  • Douglas Kridler, President & CEO, The Columbus Foundation
  • Kathleen Kristoffersson, President, Oak Foundation
  • Cynthia Lamy, Manager, Metrics, Robin Hood
  • Andrea Landes, Assistant Vice President & Director of Grants Management, The Commonwealth Fund
  • Stefan Lanfer, Knowledge Officer, Barr Foundation
  • Dianna Langenburg, Deputy Director, Human Resources, W.K. Kellogg Foundation
  • Christopher Langston, Program Director, The John A. Hartford Foundation, Inc.
  • Brenda Lavasta, Programs and Grants Associate, DentaQuest Foundation
  • Risa Lavizzo-Mourey, President and CEO, Robert Wood Johnson Foundation
  • Anna Leal, Vice President and Grant Director, Houston Endowment Inc.
  • Jenny Lehman, Executive Associate for Board Affairs, The Colorado Trust
  • Stacey Lenn Webb, Senior Program Operations Manager, The David and Lucile Packard Foundation
  • Barbara Leonard, Vice President for Programs, Maine Health Access Foundation
  • Lois Leveen, Director of Communications, Grantmakers for Education
  • Rebekah Levin, Director of Evaluation and Learning, McCormick Foundation
  • Susan Lloyd, Executive Director, Zilber Family Foundation
  • Julia Lopez, President & CEO, College Access Foundation of California
  • Cathy Luce, Grants Manager, Maine Health Access Foundation
  • Hope Lyons, Director of Grants Management, Rockefeller Brothers Fund
  • Rhett Mabry, Vice President and Director of Child Care Division, The Duke Endowment
  • Susan MaCauley, MSHF Board Member, Mat-Su Health Foundation
  • Malcolm Macleod, President/CEO, Johnson Scholarship Foundation
  • Nancy MacPherson, Managing Director, The Rockefeller Foundation
  • Patty Maddox, President & CEO, Winter Park Health Foundation
  • Leslie Maloney, Senior Vice President, Program Manager- Education, The Carol Ann and Ralph V. Haile, Jr./U.S. Bank Foundation
  • Timothy Maloney, President & CEO, The Carol Ann and Ralph V. Haile, Jr./U.S. Bank Foundation
  • Molly Martin, Operations & Learning Officer, Lumina Foundation for Education
  • Jacqueline Martinez, Senior Program Director, New York State Health Foundation
  • Michael Mauboussin, Chief Investment Strategist, Legg Mason Capital Management
  • Maureen Maxfield, Director of Education and Program Officer, SC Ministry Foundation
  • Annie Maxwell, Chief Operating Officer, Skoll Global Threats Fund
  • Robin Mayrl, Vice President - Program Development, Helen Bader Foundation
  • Christine McCabe, Executive Director, College Spark Washington
  • Jean McCall, Director of Human Resources, The William and Flora Hewlett Foundation
  • Angela McClelland, Vice President, Hall Family Foundation
  • J McCray, Director of Operations, Grantmakers for Effective Organizations
  • Chris McCrum, Chief Administrative Officer, Gordon and Betty Moore Foundation
  • Marie McDemmond, Chair, Lumina Foundation for Education
  • Andrew McFarland, Grants and Knowledge Manager, Sea Change Foundation
  • Darin McKeever, Senior Program Officer, Bill & Melinda Gates Foundation
  • Kathlyn Mead, Executive Vice President/COO, The California Endowment
  • Kathryn Merchant, President/CEO, The Greater Cincinnati Foundation
  • Jamie Merisotis, President/CEO, Lumina Foundation for Education
  • Katherine Merrow, Vice President of Program, New Hampshire Charitable Foundation
  • Clara Miller, President, F.B. Heron Foundation
  • Beth Miller, Director of Research & Development, Nellie Mae Education Foundation
  • Cheryl Milloy, Evaluation & Research Officer, Marguerite Casey Foundation
  • Nushina Mir, Evaluation Officer, Lumina Foundation for Education
  • Lois Mitchell, President, The Orfalea Foundations
  • Mardell Moffett, Senior Program Officer, Cafritz Foundation
  • Karen Monday, Vice President Foundation, Duke Energy
  • Ann Monroe, President, Community Health Foundation of Western and Central New York
  • Margaret Morton, Senior Vice President - Programs, Fidelity Foundation
  • Werner Muller-Clemm, Director, Strategic Evaluations, Canadian Health Services Research Foundation
  • Jodi Nelson, Director, Bill & Melinda Gates Foundation
  • Sarah Nelson, Chief Philanthropy Officer, Communities Foundation of Texas
  • Shepard Nevel, Vice President, Policy & Operations, The Colorado Health Foundation
  • Janice Nittoli, Associate Vice President, Rockefeller Foundation
  • Dick Ober, President /CEO, New Hampshire Charitable Foundation
  • Loretta O'Donnell, Director of Communications and Program Officer, SC Ministry Foundation
  • Laura Olson, Program Manager, The California Endowment
  • George Overholser, Entrepreneur In Residence, New Profit
  • Suellen Overton, Board Secretary/ Treasurer, Iowa West Foundation
  • Jeffrey Paquette, Assistant Vice President, Program, The Boston Foundation
  • Susan Parker, Writer, Clear Thinking Communications
  • Emily Parker, Senior Strategy Officer, Bill & Melinda Gates Foundation
  • Mayur Patel, Director of Strategic Assessment and Assistant to the President, John S. & James L. Knight Foundation
  • Heather Patrick, Manager, Community Grantmaking, Susan G. Komen for the Cure
  • Patricia Patrizi, Principal, Evaluation Roundtable / Public/ Private Ventures
  • Edward Pauly, Director of Research and Evaluation, The Wallace Foundation
  • Hilary Pearson, President, Philanthropic Foundations Canada
  • Katherine Peck, Senior Vice President for Programs, The Gill Foundation
  • Jen Peterson, Vice President for Community Grantmaking, Vermont Community Foundation
  • Kim Philbrick McCabe, Executive Director, The Klarman Family Foundation
  • Christy Pichel, President, Stuart Foundation
  • Helen Picher, Director, Evaluation & Planning, William Penn Foundation
  • Aaron Pick, Senior Program Officer, The James Irvine Foundation
  • Mary Piepenbring, Vice President, Director Health Care Division/Evaluation Research, The Duke Endowment
  • Bill Pitkin, Director of Domestic Programs, Conrad N. Hilton Foundation
  • Joe Pon, Vice President for Programs, The James Irvine Foundation
  • Ellen Pope, Vice President and COO, Maine Community Foundation
  • Edmund Portnoy, Director of Grants Programs, Nina Mason Pulliam Charitable Trust
  • Jeff Poulos, Executive Director, Associated Grant Makers
  • Christopher Power, Vice President of Communication, Kansas Health Foundation
  • Kevin Rafter, Manager, Research and Evaluation, The James Irvine Foundation
  • Tricia Raikes, Co-Founder, Raikes Foundation
  • Jeff Raikes, CEO, Bill & Melinda Gates Foundation
  • Lisa Ranghelli, Director, Grantmaking for Community Impact Project, National Committee for Responsive Philanthropy
  • Richard Rappleye, Vice President of Administration, The Kresge Foundation
  • Jennifer Ratay, Program Officer, The William and Flora Hewlett Foundation
  • Amy Ratcliffe, Senior Specialist, Global Health, Bill & Melinda Gates Foundation
  • Kathleen Reich, Program Officer, Organizational Effectiveness, The David and Lucile Packard Foundation
  • Shawn Reifsteck, COO, Sea Change Foundation
  • Nathan Render, Program Associate, Einhorn Family Charitable Trust
  • Elspeth Revere, Vice President - Media, Culture, and Special Initiatives, MacArthur Foundation
  • Charles Reyman, Vice President of Communications, The Colorado Health Foundation
  • Munro Richardson, Vice President, Education, Ewing Marion Kauffman Foundation
  • Susan Richardson, Senior Program Officer, Kate B. Reynolds Charitable Trust
  • Corinne Rieder, Executive Director & Treasurer, The John A. Hartford Foundation
  • Cindy Rizzo, Senior Director, Grantmaking & Evaluation, Arcus Foundation
  • Kimberly Roberson, Program Officer, Charles Stewart Mott Foundation
  • Kate Robinson, Executive Producer, Saving Philanthropy: Resources to Results
  • Nancy Roob, President, The Edna McConnell Clark Foundation
  • Mason Rummel, President, James Graham Brown Foundation, Inc.
  • Adene Sacks, Program Director/Consultant, Jim Joseph Foundation
  • David Sandman, Senior Vice President, New York State Health Foundation
  • Tracy Sawicki, Executive Director, The Peter and Elizabeth C. Tower Foundation
  • Arthur Schmidt, Chairman, F.B. Heron Foundation
  • Shruti Sehra, Partner, New Profit Inc.
  • Marcia Sharp, principal, Millennium Communications Group, Inc.
  • Greg Shaw, Senior Advisor, Strategic Partnerships, The Bill & Melinda Gates Foundation
  • Kate Shirah, Program Director, John Rex Endowment
  • Nadya Shmavonian, President, Public/Private Ventures
  • Megan Shore, Program Officer, Elmina B. Sewall Foundation
  • Daniel Silverman, Director of Communications, The James Irvine Foundation
  • Suzanne Siskel, Director, The Ford Foundation
  • Edward Skloot, Director, Center for Strategic Philanthropy and Civil Society, Duke University
  • Monica Smith, Community Philanthropy Director, Communities Foundation of Texas
  • Beth Smith, Executive Director, The Hyams Foundation, Inc.
  • Amanda Smith, Program Director, The Goizueta Foundation
  • Bradford Smith, President, The Foundation Center
  • Katie Smith Milway, Partner, The Bridgespan Group
  • Lisa Sobrato Sonsini, Board President, Sobrato Family Foundation
  • Brenda Solorzano, Chief Program Director & Director, Health Care and Coverage, Blue Shield of California Foundation
  • Rhonnel Sotelo, Vice President, Program & Operations, Stuart Foundation
  • Jonathan Sotsky, Strategic Assessment Officer, John S. & James L. Knight Foundation
  • Anne-Marie Soulliere, President, Fidelity Foundation
  • Scott Southworth, Director, Initiatives, Daniels Fund
  • Rusty Stahl, Executive Director, Emerging Practitioners in Philanthropy
  • Vincent Stehle, Consultant, John S. and James L. Knight Foundation
  • Neil Steinberg, President & CEO, Rhode Island Foundation
  • Marise Stewart, Trustee, Ruth Mott Foundation
  • Judith Stockdale, Executive Director, Gaylord and Dorothy Donnelley Foundation
  • Catherine Stratton, Board Chair, Public/Private Ventures
  • Cynthia Strauss, Director of Research, Trustees' Philanthropy Find of the Fidelity Charitable Gift Fund
  • Suman Sureshbabu, Research Assistant, The Rockefeller Foundation
  • George Suttles, Program Officer, New York State Health Foundation
  • Bob Sutton, President, South Dakota Community Foundation
  • La June Tabron, COO & Treasurer, W.K. Kellogg Foundation
  • Belinda Tanoto, Trustee, Tanoto Foundation
  • Tony Tapia, Senior Program Director, Western Union Foundation
  • Marta Tellado, Vice President, Communications, Ford Foundation
  • Tom Tierney, Chairman and Co-Founder, Bridgespan Group
  • Carol Ting, Associate Director, Program Finance, Gordon and Betty Moore Foundation
  • Wendy Todd, Program Officer, Marin Community Foundation
  • Julia Toulmin, Founder and CEO, Mott Philanthropic
  • Bruce Trachtenberg, Executive Director, Communications Network
  • Christine Tran, Program Officer, Blue Shield of California Foundation
  • David Trueblood, Director of Public Relations, The Boston Foundation
  • Michael Twyman, Director of Grants Programs - Indiana, Nina Mason Pulliam Charitable Trust
  • Luis Ubinas, President, Ford Foundation
  • Miren Uriarte, Professor, University of Massachusetts, Boston
  • Mary Vallier Kaplan, Vice President & Chief Operating Officer, Endowment for Health
  • Anne Vally, Senior Program Officer, Special Initiatives, The James Irvine Foundation
  • Jessica Van Bossum, Impact manager, Porticus
  • Peg Van Camp, Trustee, Marin Community Foundation
  • Deborah Visser, Director, Success Measures Investments & Partnerships, NeighborWorks America
  • Mary Walachy, Executive Director, Irene E. & George A. Davis Foundation
  • Kevin Walker, President and CEO, Northwest Area Foundation
  • June Wang, Project Manager, Knowledge Systems, The William and Flora Hewlett Foundation
  • Anne Warhover, President/CEO, The Colorado Health Foundation
  • Rachael Watman, Sr. Program Officer, The John A. Hartford Foundation, Inc.
  • Michael Weinstein, Senior Vice President/Chief Program Officer, Robin Hood Foundation
  • Lowell Weiss, President, Cascade Philanthropy Advisors
  • Chris Wiant, President/CEO, Caring for Colorado Foundation
  • Mary Williams, Evaluation Director, Lumina Foundation
  • Steve Williams, Program Officer, Alaska Mental Health Trust Authority
  • Steve Wilson, Executive Director, Ruth Mott Foundation
  • Thomas Wohlert, Chief Development Strategist, The Danish Industry Foundation
  • Jill Wohlford, Director, Operations & Learning, Lumina Foundation for Education
  • Susan Wolf Ditkoff, Partner, The Bridgespan Group
  • Kate Wolford, President, The McKnight Foundation
  • Andrew Wolk, CEO, Root Cause
  • Peggy Woo, Chief Financial Officer, The MasterCard Foundation
  • Janice Wood, Director of Technology Solutions, Gordon and Betty Moore Foundation
  • Wendee Woods, Director of Program Operations, W.K. Kellogg Foundation
  • Barbara Zarate, Trustee, Marin Community Foundation
  • Denise Zeman, President and CEO, Saint Luke's Foundation

Access presentations and handouts from conference sessions.