Thank you to our supporters
Who is this for?
Innovative family office leaders interested in learning how full spectrum capital, innovative financing and impact investing can help them increase their impact. The cost to participate in the workshop is $495. Staff involved should expect to spend a full day immersed in education, as well as time required for travel.
Instructors
- Ian Shelledy – Chief Operating Officer of the Community Foundation of Utah
- Randy Maiers – President/CEO of the Community Foundation of St. Clair County
- Renee Ferrufino – Vice President of Development for the Women’s Foundation of Colorado
- Dr. Stephanie Gripne – Founder/CEO of Impact Finance Center
- Jeanne Hegner – Senior Advisor at Impact Finance Center
- Tony Macklin – Senior Advisor at Impact Finance Center
The Agenda
9:00 am – 9:30 am: Welcome and Introductions
9:30 am – 10:45 am: Full Spectrum Capital 101
11:00 am – 12:00 pm: Nonprofit Financial Innovation & Impact Investing
12:00 pm – 1:30 pm: Lunch, Community Foundation Panel
1:30 pm – 2:30 pm: The Philanthropic Opportunity Scan
2:30 pm – 3:30 pm: National Community Foundation Impact Investing Landscape Scan Case Studies
3:30 pm – 4:00 pm: Wrap Up Discussion + Next Steps
4:30 pm – 6:00 pm: Networking
*Agenda subject to change
Post Workshop Learning Circle Sessions
- Session 1: Impact Cash
- Session 2: Impact Retirements
- Session 3: Diverse Emerging Managers
- Session 4: Intermediaries
- Session 5: Impact Investing Giving Circles
- Session 6: How to Choose Your Investment Advisor
- Session 7: Bonus Individual Coaching Session
Program Faculty
