2024 Annual Meeting: In-Person and Virtual Events
November 13-15, 2024
Start Date - End Date
November 13, 2024 - November 15, 2024
Registration Deadline
Wednesday, November 13, 2024
Need to add staff or trustees to your Member account?
Current Philanthropy Southeast Members can add staff and trustees to their account, giving them access to all member benefits, features and pricing. Click here for a PDF with step-by-step instructions
|
Registration Fees
| Price Description | Amount |
|---|
Schedule of Events
| Wednesday - November 13 | ||
|---|---|---|
|
Preconference Events |
||
| 7:30 am - 12:30 pm | ||
|
Conference on Investing The Conference on Investing provides a half-day of sessions dedicated to market trends, the latest investment strategies and different approaches foundations can use to maximize not only returns, but also impact. Includes breakfast and lunch. Cost: $250 for members / $350 for non-members Session 1 The Post-Pandemic Economy: What’s Changed Since 2019 – And What It Means for Endowments Session 2 Mission-Aligned Investing: Maximizing Impact & Returns Session 3 Governance and Spending Considerations for Philanthropic Organizations Session 4 USDA’s $30 Million Moonshot for the Southeast Regional Food System: What to know and how philanthropy will make all the difference |
$350.00 | |
| 8:30 am - 12:30 pm | ||
|
Community Foundation Session: Raising the Money You Want for the Community You Love This hands-on learning session about proactive and intentional asset development for community foundations will challenge your thinking about building your unrestricted endowment. We will start by focusing on developing staff as philanthropic advisors, making your community foundation an unrestricted endowment building machine and promoting your role as your community’s endowment builder. Then, we’ll dive deep into unrestricted endowment prospect identification, qualification, cultivation, asking and stewardship, including strategies for working with donor-advised fund holders, private foundation trustees and professional advisors. You’ll leave with an unrestricted asset development plan you can adapt to your organization’s needs and your community. |
$100.00 | |
| 9:00 am - 12:30 pm | ||
|
CEO Forum The CEO Forum provides a space for executive leaders to connect with one another in an environment that encourages open, candid conversation and vulnerability. Facilitated by two leaders with first-hand CEO experience, this session will give attendees the opportunity to delve into specific issues they are facing and discuss the effects of these challenges on not only their organizations, but also themselves as leaders and people. Frequent table talks will create further openings for sharing, discovery and even solutions. |
$100.00 | |
| 10:00 am - 12:00 pm | ||
|
Guided Tour: Nashville's Ties to the Civil Rights and Women's Suffrage Movements **Registration Full** The Civil Rights Movement and the ratification of the 19th Amendment have strong historical roots in Nashville that have been preserved through special exhibits at the Nashville Public Library’s Main Downtown location. The Civil Rights Room overlooks the intersection of Church Street and Seventh Avenue North, where nonviolent protests against segregated lunch counters took place. Tour participants will sit at a symbolic lunch counter and learn about the events that took place during this transformative period in Nashville history. The Votes for Women Room was created to mark the 100th anniversary of the ratification of the 19th Amendment to the Constitution. This permanent exhibit explores a range of topics surrounding democracy, political movements and women’s role in society through videos, interactive exhibits and interpretative panels. Departs from the Omni lobby. Admission to the library is free and same day re-entry is permitted. Please wear comfortable shoes. To be placed on the waitlist for this activity, please contact Stephen Sherman at stephen@philanthropysoutheast.org. |
||
| 10:00 am - 12:30 pm | ||
|
Trustees-Only Preconference: Holding, Building and Fulfilling Trust Today, more than ever, foundation trustees need to exercise multiple leadership responsibilities simultaneously. We are called to “hold in trust” the tangible and intangible assets of the foundation through periods of economic and social volatility. We are called to “build trust” with increasingly diverse constituencies in a time of rising expectations of philanthropy. We are called to “fulfill trust” by creatively engaging both unfinished business and emerging challenges. This highly interactive session will provide examples, frameworks and tools for exercising trustee leadership while keeping equity front and center. |
$100.00 | |
| 11:00 am - 12:30 pm | ||
|
Corporate Grantmakers Luncheon: Mental Wellness: Activating Our Colleagues and Investing in Our Communities This session will focus on how corporate foundations that have a priority investment focus of mental wellness can approach the mental health crisis as it relates to both our organizations and communities. Through sharing promising strategies and practices and facilitating peer learning, we will look at the spectrum of possible strategies including colleague engagement, colleague activation, and broadscale community investment with national and local partners. |
$100.00 | |
| 12:45 pm - 1:30 pm | ||
|
New Member & 1st Time Attendee Orientation For those new to Philanthropy Southeast or the Annual Meeting, this is your chance to learn more about us, our team, our leadership and how you can get the most out of your Annual Meeting experience – and your Philanthropy Southeast membership! |
||
| 1:45 pm - 3:30 pm | ||
|
Opening Session & Keynote: Janine Lee & A Legacy of Courageous Leadership The 2024 Annual Meeting officially begins with a tribute to Janine Lee, who led Philanthropy Southeast as president and CEO for more than a decade. In that time, she transformed our organization and demonstrated a tireless devotion to philanthropy, the American South and all its people. Along the way, she became a friend, colleague and mentor to countless people. As we begin our time in Nashville, we will hear from a few of the many individuals who benefited from knowing Janine and discuss how all of us can work together to carry her work forward. |
||
| 3:45 pm - 5:00 pm | ||
|
Blueprint for Going Green: How Small Foundations Can Use Effective Storytelling to Yield Outsized Results in their Environmental Work While many small and medium-sized foundations aspire to develop grant portfolios that address key environmental concerns, many are deterred because the problems seem too big to be meaningfully addressed with limited funds. This session will profile the work of three small to medium-sized foundations that have achieved significant outcomes in their environmental grantmaking by funding journalism, story-telling, and other strategic communications efforts. |
||
|
Communications Practices to Build Trust in Philanthropy Philanthropy is supporting incredible work for the greater good. But in the ways we talk about that work, we could do better: A new report by the Council on Foundations and the Center for Public Interest finds that the sector’s own messaging is a big part the reason Americans generally don’t understand philanthropy. Join the Council and the Center for a session to dig into science-backed strategies for foundations to build understanding and trust, starting with the words we use and the stories we tell. The session will include a brief overview of findings, then hands-on workshopping in small groups. |
||
|
Creating a Culture of Care – Part 1: Philanthropic Staff Recent data indicates a concerning trend: both nonprofit and philanthropic leaders are experiencing heightened levels of stress, compassion fatigue, and burnout, particularly exacerbated by the challenges brought about by the pandemic. These factors collectively contribute to an unwell sector in need of urgent attention. This session will address this pressing issue by championing the creation of a culture of care tailored to philanthropic leaders through the implementation of internal policies and practices designed to prioritize wellness. We will discuss ways to improve access to comprehensive mental and physical health resources and options for improving the work environment, including hybrid approaches and shortened work weeks, along with other innovative strategies. Our discussion will center the individual, placing their well-being at the forefront with intentional investments that foster a healthier and more resilient culture, laying the groundwork for greater effectiveness and impact in the long term. Creating a Culture of Care is a two-part series dedicated to fostering healing and wellness among nonprofit and philanthropic leaders. Part two, focused on nonprofit organizations, takes place on Friday at 9:45am. |
||
|
Hope, Alignment and Trust: Building an Ecosystem of Support Through Multi-Sector Partnership(s) Explore how local and national philanthropic leaders are working together to build a collaborative partnership that invests in systems of care for foster youth. Speakers will share promising practices around collaborative and aligned funding and how they are supporting strong, organization-driven strategies that put grantees front and center; building a resilient field of cross-sector leaders that ultimately enables organizations to more effectively carry out their missions; and aligning work to transform funding for foster youth, identify strategic overlap among funders, and develop coordinated giving approaches. |
||
|
Putting Passing Gear & SMIRF to Work SMIRF – it’s a Passing Gear philanthropy framework that helps foundations impact their communities well beyond their grantmaking. But how do you use your social, moral, intellectual, reputational, and financial capital in a strategic way? In this interactive session with MDC, you’ll learn how foundations across the South have used all forms of capital to accelerate the pace of change and have greater impact. Now part of MDC’s Equity Centered Philanthropy Model, Passing Gear principles help foundations align their capacity with their aspirations to change civic culture and create a more just and thriving society. Learn from the Equity Centered Philanthropy Team and Passing Gear Alumni who will share lessons on how they’ve changed their work and what they fund – all while tackling tough issues in their own communities. |
||
|
Trustees-Only Session: Creating a Culture of Impact: Strategies for Foundation Trustees This session is designed to deepen the foundation trustee's understanding of how their leadership and engagement directly shape the culture and success of their organizations. The training will open with an overview of Purpose-Driven Board Leadership, setting the stage for how trustees can lead with intentionally and purposefully. From there, we will explore the dynamics of board participation and engagement in meetings, focusing on how board members ""show up"" and contribute to strategic decision-making, strengthening the relationship with the CEO and staff. Practical examples and interactive discussions will highlight best practices for communication, support, and accountability, ensuring that meetings not only accomplish tasks but also reinforce a culture of purpose across the foundation. |
||
| 5:15 pm - 6:15 pm | ||
|
Reception for New Members & 1st Time Attendees Newcomers to the Annual Meeting are invited to connect with our staff and Board at this informal gathering. |
||
| 6:30 pm - 8:00 pm | ||
|
Chair's Reception & Dinner The biggest event of the Annual Meeting has been reimagined to provide even more opportunities for connection and entertainment! Whether you prefer to sit, stand, move around (or dance!), the Chair's Reception & Dinner is the perfect way to celebrate the start of this year's Annual Meeting. You'll be able to connect with colleagues while enjoying a diverse selection of food and music spread throughout the halls of the Omni. Entertainment from the Tri-Star Sounds of Tennessee will allow you to journey across the state's musical map, taking in West Memphis Blues, East Mountain Bluegrass and, of course, the classic country sounds of "Music City". |
||
| Thursday - November 14 | ||
| 6:30 am - 7:30 am | ||
|
Small World Yoga **Registration Full** Start your morning with a 60-minute gentle flow yoga class to get you focused and ready to go for the day. The class will be led by a Small World Yoga certified instructor and is suitable for all levels from first-timers to experienced practitioners. Yoga mats will be provided! Space is limited to 30 participants. Small World Yoga provides free and discounted trauma-informed yoga classes at over 75 Nashville area community partner locations annually, including public schools, homeless shelters, libraries, recovery centers, correctional facilities, and more. Small World Yoga also operates Nashville’s only nonprofit donation-based yoga studio in the Edgehill neighborhood. To be placed on the waitlist for this activity, please contact Stephen Sherman at stephen@philanthropysoutheast.org. |
||
| 7:30 am - 8:30 am | ||
|
Thursday Morning Breakfast Buffet |
||
| 8:30 am - 9:00 am | ||
|
Philanthropy Southeast Business Meeting This year’s Business Meeting will include the election of new Trustees to the Philanthropy Southeast Board, plus remarks from leaders on our staff and Board. |
||
| 9:00 am - 10:00 am | ||
|
In Conversation: Edgar Villanueva and Dr. Laura Gerald Decolonizing Wealth author Edgar Villanueva and Dr. Laura Gerald, president of the Kate B. Reynolds Charitable Trust, will have a discussion focused on repair, reconciliation and transformation, and the need for both trust and truth in philanthropy. They will discuss the work of Villanueva’s Decolonizing Wealth Project to promote healing through education, radical reparative giving, and storytelling, as well as the Trust’s efforts to align its work with its equity goals while being transparent about the complicated legacy of its founder and ties to the tobacco industry. |
||
| 10:30 am - 11:45 am | ||
|
Community Foundation Legal Update: Conducting an Audit of Funds and Agreements This interactive session will provide specific suggestions on what to look for to determine legal best practice compliance for funds and agreements. The review will consider all types of funds: donor-advised, designated, agency, scholarship, field of interest, endowment, fiscal sponsorship, and more. Questions and discussion will be encouraged. |
||
|
Harnessing the Power of the Arts to Advance Social Movements Now more than ever, foundations are working in community and across sectors to address inequities and to improve outcomes to entrenched societal problems. These problems are vexing, and sometimes seem to be getting worse instead of better. This session will provide a breath of fresh air by demonstrating how some of our biggest concerns can be cracked open and viewed in new and different ways through an artistic process. You will hear tangible examples from the Lyndhurst Foundation, ArtsBuild (a Chattanooga Arts Hub) and Poet Erika Roberts, who has been embedded in projects such as the Westside Evolves public housing effort. We hope you leave this session with a renewed sense of possibility for tackling challenging problems in your community through the engagement of the arts and individual artists. |
||
|
Hull Fellows Capstone Presentations – Part 1 The 2023-24 class of the Hull Fellows program, the region's premier philanthropic leadership development program, will present the results of their independent research and study on key issues facing our field and our region today. Presentations will be split over two sessions – 10:30am on Thursday, and 9:45am on Friday. |
||
|
Public Policy Session: Getting Started on Your 2025 Advocacy Plan Is one week after the 2024 elections too early to begin planning your policy and advocacy strategy for 2025? No! This session will review the legislative and regulatory landscape in Washington following races for the White House and Congress and help you plot a strategy for reaching out to policymakers in support of our sector and your organization's priorities. We’ll make sure you’re prepared for the year ahead, discussing messages for this year’s Foundations on the Hill, the importance of a strong Southeast delegation, the do’s-and-don’ts of lobbying, and more! |
||
|
Unveiling Southern Progress: Empowering Change Through Challenging Times In 2019, Grantmakers for Southern Progress (GSP) partnered with the National Committee for Responsive Philanthropy (NCRP) to launch “As the South Grows,” a report series that unveiled the tapestry of the South: its vibrant cultures, diverse demographics, and abundant natural resources juxtaposed against systemic challenges like poverty, racialized violence, climate crises, and underinvestment. The goal was clear: Use these stories as a catalyst to increase and sustain funding for marginalized communities in the South, fund strategies that are informed by directly impacted communities and improve the quality of life and build power among Southern people. Now, five years later, GSP and NCRP are building on this foundation with a new iteration to guide funders as we navigate a time when communities need strategic allies more than ever. Join us to gain insights into navigating critical issues, understanding the current political landscape, and addressing imminent threats faced by communities of color. Learn how to become a strategic ally and drive transformative change by supporting grassroots movement organizers on the ground. We will explore actionable recommendations from this new report series and hear inspiring stories of funders implementing strategies that create real change in Southern communities. This session serves as your gateway to resourcing movements, providing vital political and economic support, and amplifying the voices of progress in the American Southeast. |
||
| 12:00 pm - 1:00 pm | ||
|
Networking Lunch Featuring entertainment from 926, the Stax Music Academy Alumni Band! The Stax Music Academy inspires young people and enhances their academic, cognitive, performance, and leadership skills by utilizing music with an intense focus on the rich legacy and tradition of Stax Records, the legendary label founded in Memphis. |
||
| 1:00 pm - 2:00 pm | ||
|
Plenary Speaker: Mónica Guzmán Mónica Guzmán is a bridge builder, journalist, and author who lives for great conversations sparked by curious questions. She’s Senior Fellow for Public Practice at Braver Angels, host of the new podcast A Braver Way, and author of The New York Times recommended read I Never Thought of it That Way: How to Have Fearlessly Curious Conversations in Dangerously Divided Times. Mónica leads groups to get radically curious across gaping cultural, social, and political divides. By learning to harness curiosity, practice candor, lean into the journey of conversation, and show courage, Mónica helps participants cross boundaries and find common ground – with anyone. |
||
| 2:30 pm - 3:45 pm | ||
|
Emergent Strategies for Adapting Strategic Plans The best laid plans will inevitably encounter unexpected disruptions. So, how does your organization to stick to a strategic plan while also remaining flexible and nimble? Perhaps an adaptive approach, rather than a static plan, is a better fit for dynamic times. In this discussion, hear leaders within health legacy, community foundation, and membership organizations discuss how they have managed change while staying true to their long-term priorities. The discussion will touch on different types of change, from cultural and political influences, to communicating a shift in priorities, and to natural and man-made disasters. Learn how funders have stayed the course while charting new paths. |
||
|
Empowering Communities: The Role of Corporate Foundations in Impact Giving Across the Region Delve into the transformative power of corporate foundations in driving impactful change within communities across the Southeast. We will explore the unique strategies, challenges, and successes of corporate foundations dedicated to making a difference in areas such as education, health care, environmental sustainability, and social welfare. Attendees will gain an understanding of how corporate funders maintain mission alignment amidst changing political and financial climates. |
||
|
Growing Fast, Growing Together: How AAPI and Latino Communities are Evolving the South Asian American/Pacific Islander (AAPI) and Latino communities are driving the growth of our region. With Census data showing increases of 46% for AAPI and 39% for Latino populations over the past decade, we cannot afford to ignore the impact of the South’s fastest-growing groups on our shared prosperity and future. Come explore how demographic changes are evolving the South, the strengths and opportunities within diverse communities, and ways community leaders and grantmakers can work together to bridge differences and build a stronger, multicultural region where all can thrive and belong. |
||
|
Housing and Justice Reform: A Systems Change Approach at the Community and State Levels Housing and justice are deeply interconnected issues that shape the lives and futures of individuals and communities. Access to safe, affordable housing is a fundamental human right that provides the foundation for stability and opportunity. At the same time, justice reform seeks to create a fair and equitable legal system, ensuring that all individuals, regardless of their background, are treated with dignity and respect. Mississippi and Tennessee, two states rich in history and culture, face unique challenges and opportunities in addressing these critical issues. This panel discussion will explore two similar yet distinct approaches to addressing the complex problems surrounding housing and justice reform in these states. |
||
|
Improving the State of Your State: Key Lessons from Statewide Advocacy Initiatives to Improve Health Policy and Outcomes Investments by philanthropy in advocacy for health policies have made a difference in reducing health disparities. Join this conversation to hear from members about health advocacy strategies to improve and protect health outcomes in diverse communities for the most people, at the least cost, and in the least amount of time. This session will share actionable ideas with funders and leaders on how to support statewide advocacy efforts through research, collaboration, and grantmaking. |
||
|
Legal Topics Important for Private Foundations This session will focus on recent or ongoing activities from policymaking, courts, and the law that private foundations and their personnel should be aware of. Topics for discussion will include: changes to overtime rules, donor-advised funds and private foundations, donor privacy (especially regarding grantmaking outside the United States and support for U.S. organizations that receive funding from non-U.S. sources), support for organizations that deliver social services that may violate the law, and more. This session will also discuss the practical effects of recent court cases involving the use of race in decision-making, including the use of proxies and otherwise neutral criteria, whether tax exemption subjects private foundations to treatment as recipients of federal funds, whether contests and/or grants are contracts subject to Section 1981, and employment cases alleging a hostile work environment and/or discrimination in hiring. |
||
| 4:00 pm - 5:00 pm | ||
|
Exhibitor Showcase | Equitable Grantmaking in Action: Moving from Principles to Practice to Elevate Your Grantee Experience (Presented by GivingData) In a recent GivingData report, five funders highlighted the critical importance of eliminating barriers and reducing the workload on grant recipients as core principles in equitable grantmaking. This session will showcase practical approaches for implementing these principles and feature examples of how funders are utilizing technology to foster connections and increase collaboration with their nonprofit partners and the communities they serve. |
||
| 4:00 pm - 5:15 pm | ||
|
The "Fearless Fund" Case, Affirmative Action & Philanthropy's Future Since the Supreme Court's decision ending affirmative action for college and university admissions, race-based initiatives in both the public and private spheres have come under increased threats. One program – a grant for Black female business owners run by the nonprofit arm of Fearless Fund, a venture capital firm – has already been ruled in violation of the law. Are similar programs supported by philanthropy next? How is the sector responding? We will examine these questions and the current legal landscape in this session featuring representatives of several foundations in the region. |
||
|
AI in Action: A Hands-On Learning Lab (Presented by Microsoft) AI Curious? Join us for an AI Experiential Workshop curated for philanthropic professionals. You’ll be introduced to generators such as Copilot, Chat GPT, and Dall-E, and the fundamentals of generative AI. We’ll walk through real-time use cases and explore the value proposition of leveraging AI technologies for both philanthropy and nonprofits grantees. We encourage you to bring your own device and dive-in alongside us. Expert Tech Facilitators will be available to answer questions and provide best practices on how to get the most out of AI engines. |
||
| 5:15 pm - 6:15 pm | ||
|
President's Reception (Invitation Only) This exclusive event honors the people and organizations who have supported Philanthropy Southeast's work, including the Annual Meeting, over the past year. These contributions allow us fulfill our mission: strengthening Southern philanthropy and welcoming our members to listen, learn and collaborate on ideas and actions to help build an equitable, prosperous South. The President's Reception will feature entertainment from 926, the Stax Music Academy Alumni Band, created in 2013 as a way to engage Stax Music Academy graduates who were in college but home on summer break. |
||
| 6:30 pm - 8:00 pm | ||
|
Hull Fellows and Hull Alumni Reception Current and alumni members of Philanthropy Southeast’s premier leadership development program are invited to connect during this special reception. |
||
| 6:30 pm - 9:00 pm | ||
|
Salon Dinner: Nashville's Rich Country Music Tradition at ETCH Restaurant **Registration Full** This event will offer an upscale, globally-inspired menu created by Deb Paquette, one of the most prominent chefs in Nashville. After graduating from the Culinary Institute of America, Deb became the first woman in Tennessee to qualify as a certified executive chef and has since won countless awards and accolades. During dinner, you'll be entertained by local music critic and historian Robert Oermann, who will share insights and many great stories about the Nashville music scene, both past and present. Cocktails will start at 6:00pm followed by dinner at 7:00pm. To be placed on the waitlist for this activity, please contact Stephen Sherman at stephen@philanthropysoutheast.org. |
$125.00 | |
|
Salon Dinner: The Parthenon at Centennial Park **Registration Full** Join us for a salon dinner at Nashville's famed Parthenon in the middle of beautiful Centennial Park. The Nashville Parthenon is the world’s only exact-size replica of the original Parthenon in Athens, Greece, and features The James M. Cowan Collection of American Art. Also on site is a 41’ 10” sculpture of Athena, goddess of wisdom, warfare and handicraft, holding a statue of Nike, goddess of victory, which is 6’4”. The imposingly beautiful statue is gilded with 8 pounds of 23.75 carat gold and will be available for viewing during our festive dinner. Before dinner, attendees will enjoy a docent-led tour of the Cowan Collection of American Art. To be placed on the waitlist for this activity, please contact Stephen Sherman at stephen@philanthropysoutheast.org. |
$125.00 | |
| Friday - November 15 | ||
| 7:30 am - 8:30 am | ||
|
Friday Morning Breakfast Buffet |
||
| 8:30 am - 9:45 am | ||
|
Plenary Discussion: Finding Common Ground on Campus Leaders of three Nashville universities – an HBCU, a Christian school, and one of the region's top research universities – will join us to discuss the importance of bridge-building and pluralism, and how their institutions are preparing students to go into civic spaces and the workforce in a polarized time. |
||
| 10:00 am - 11:15 am | ||
|
AI as An Equity Tool for Nonprofits "AI may be the newest buzzword, but the implications of how artificial intelligence will impact the way we work and live cannot be overstated. When Microsoft Philanthropies in Atlanta and United Way of Greater Atlanta began working on technology capacity building, they knew they needed to create accessible inroads for nonprofits to learn about and use Generative AI (GAI) in their operations and programs. Collaborating with NPursuit Career Partners, they developed a tiered approach to technology capacity building that provided accessibility to nonprofits with low technology skillsets. Join them for a thought-provoking conversation about:
|
||
|
Creating a Culture of Care – Part 2: Supporting Solutions to Nonprofit Leader Burnout The nonprofit network thrives when leaders are well-rested, staff are well taken care of, and clients are met with energized supporters who show up with creativity, patience, compassion and joy. But all too often, the work-life balance falls out of balance, leaving nonprofit staff, especially those at the top, struggling to keep up at a time of increasing community need – a growing issue that presents a threat to the success and future of our grantee partners. In this session, we will explore the stressors of nonprofit leaders, and their causes and outcomes, while also providing specific solutions to create a culture of care specifically tailored to nonprofit leaders who seldom, if ever, have the opportunity to rest. Creating a Culture of Care is a two-part series dedicated to fostering healing and wellness among nonprofit and philanthropic leaders. Part one, focused on foundation staff, takes place on Wednesday at 3:45pm. |
||
|
Cultivating Family Leadership to Maximize Social Impact How are families cultivating their next-gen leaders to ensure their family foundations are making their greatest social impact? Successful family foundations strive for maximum effectiveness in terms of governance and grantmaking. Learn how families are collectively setting goals for grantmaking impact and identifying qualities and characteristics for their next-gen leaders to develop for optimal effectiveness. |
||
|
Hull Fellows Capstone Presentations – Part 2 The 2023-24 class of the Hull Fellows program, the region's premier philanthropic leadership development program, will present the results of their independent research and study on key issues facing our field and our region today. Presentations will be split over two sessions – 10:30am on Thursday, and 9:45am on Friday. |
||
|
It’s Complicated: Advancing Equity in Rural Southern Communities In some places in the rural South, structural discrimination is rooted in class rather than race, often caused by disinvestment from large industries that do not return to the region. Persistent poverty and structural discrimination hold in place a reality and narrative of scarcity, marginalization, and lack of opportunity. In this session, we will explore how two different places in the South are having conversations and working to advance equity for all under-resourced communities. We will use data to examine the intersection of education, equity, and economic mobility, with a focus on understanding the unique barriers and opportunities faced by rural communities. Through open dialogue and shared purpose, we can work together toward opportunities for all people to thrive. Whether you're a seasoned advocate or just beginning your journey toward equity, this session offers a valuable space for learning, sharing, and catalyzing positive change. |
||
|
Should You Throw Your Benchmark Out the Window? Asset Allocation and Benchmarking for the New Environment Warren Buffett once said, “Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard.” There’s certainly a lot to watch on the playing field right now. Geopolitical conflict, inflation, high-stakes elections and just a general sense of uncertainty. Is your performance lagging the benchmark and you’re not sure why? Is your portfolio in a position to thrive? In this environment of uncertainty, now is the right time to review your allocation and benchmarking philosophies – and re-focus on what matters most. |
||
| 11:30 am - 12:30 pm | ||
|
Closing Keynote: Alice Randall Alice Randall is a New York Times best-selling novelist, award-winning songwriter, educator, food activist, and now memoirist. She is widely recognized as being one of the most significant voices in 21st century African-American fiction, the only Black woman in history to write both a number one Country song ("XXX's and OOO's") and an ACM video of the year ("Is There Life Out There?" starring Reba McEntire). Randall has presented across the nation: In auditoriums, libraries, museums, and ballrooms; in fields, in graveyards, and harborside. She once did a talk for a group of students as they marched across the Edmund Pettus Bridge, In all those spaces she weaves history, literature, practical wisdom, and political passion into powerful exchanges with large and small audiences. She covers expected territory in unexpected ways and makes unexpected territory accessible. My Black Country, a memoir and album, is a summit of her storied career. |
||
Speakers
| Name | Organization | Speaking At |
|---|---|---|
| Abby Hyman | The Healing Trust | Creating a Culture of Care – Part 2: Supporting Solutions to Nonprofit Leader Burnout |
| Agenia Clark | Fisk University | Plenary Discussion: Finding Common Ground on Campus |
| Alesha Judkins | FWD.us | Housing and Justice Reform: A Systems Change Approach at the Community and State Levels |
| Alexander Reid | BakerHostetler | Public Policy Session: Getting Started on Your 2025 Advocacy Plan |
| Alexander Reid | BakerHostetler | The "Fearless Fund" Case, Affirmative Action & Philanthropy's Future |
| Alice Randall | Author and Songwriter | Hull Fellows and Hull Alumni Reception |
| Alice Randall | Author and Songwriter | Closing Keynote: Alice Randall |
| Amber Brown | Grantmakers for Southern Progress | Unveiling Southern Progress: Empowering Change Through Challenging Times |
| Amy Rushton | HCA Healthcare | Corporate Grantmakers Luncheon: Mental Wellness: Activating Our Colleagues and Investing in Our Communities |
| Andrea Dobson
<p paraeid="{69851e2d-058c-442a-8b11-7b832d50ebcc}{107}" paraid="1599763459">Andrea is committed to solid investment, finance, accounting, human resource, operational, and information technology practices at the Foundation. She ensures the Winthrop Rockefeller Foundation generates sufficient revenue to relentlessly pursue equity for all Arkansans and maintains good stewardship of the Foundation’s financial resources. </p>
<p paraeid="{69851e2d-058c-442a-8b11-7b832d50ebcc}{113}" paraid="740397523">Andrea has led the Foundation’s journey to become a nationally recognized mission investor and provides support to the Finance and Audit Committees of the Board. </p>
<p paraeid="{69851e2d-058c-442a-8b11-7b832d50ebcc}{119}" paraid="518263644">Before joining the Foundation team in 2000, Andrea was the senior vice president and chief financial officer of Central Maryland Farm Credit Agricultural Credit Association. Her areas of expertise include strategic planning, investment oversight, and financial governance. Andrea is a Certified Public Accountant with a Bachelor of Business Administration from the University of Michigan. In addition to her work at the Foundation, Andrea is the former co-chair of the International Funders for Indigenous Peoples and serves on the boards of the Arkansas Single Parent Scholarship Fund; the Arkansas School for Mathematics, Sciences and the Arts Foundation; and the Audit Committee for the Southeastern Council of Foundations. </p>
<p paraeid="{69851e2d-058c-442a-8b11-7b832d50ebcc}{125}" paraid="784827326">If you cannot find Andrea building a thriving and prosperous Arkansas that benefits all Arkansans, she is likely getting her passport stamped to hike through Peru or experience cultures in New Zealand. </p>
|
Winthrop Rockefeller Foundation | Conference on Investing |
| Andy Davis
<p paraeid="{69851e2d-058c-442a-8b11-7b832d50ebcc}{5}" paraid="1749242350">As BoardSource’s associate vice president of member education and outreach, Andy Davis leads a team that is responsible for developing all of BoardSource’s educational resources, including member education content and programming, training programs, publications, and educational programming at the BoardSource Leadership Forum. Andy also oversees BoardSource’s external marketing and outreach efforts. He is a regular speaker and presenter on a wide range of board leadership topics and issues and played a lead role in the development of BoardSource’s Measuring Fundraising Effectiveness Framework. </p>
<p paraeid="{69851e2d-058c-442a-8b11-7b832d50ebcc}{11}" paraid="2041253144">Prior to joining BoardSource in 2008, Andy served as a professional development coordinator for Quality Enhancement for Non-Profit Organizations (QENO) in Wilmington, North Carolina. He holds a master’s degree in public administration with a concentration in nonprofit management from the University of North Carolina at Wilmington. Andy currently serves on the board of Our Minds Matter, and previously served as the chair of the national advisory council of AmeriCorps Alums, and is a charter member of the selection committee for the Center for Nonprofit Advancement’s Board Leadership Awards. </p>
|
Georgetown Health Foundation | Trustees-Only Session: Creating a Culture of Impact: Strategies for Foundation Trustees |
| Angela LoBue | Conrad N. Hilton Foundation | Hope, Alignment and Trust: Building an Ecosystem of Support Through Multi-Sector Partnership(s) |
| Ann Christiano | Center for Public Interest Communications | Communications Practices to Build Trust in Philanthropy |
| Anne Hossner | GivingData | Exhibitor Showcase | Equitable Grantmaking in Action: Moving from Principles to Practice to Elevate Your Grantee Experience (Presented by GivingData) |
| Armond Reese | Truist Foundations & Endowments Specialty Practice | Should You Throw Your Benchmark Out the Window? Asset Allocation and Benchmarking for the New Environment |
| Audrey Trussell | Community Foundation for a greater Richmond | Unveiling Southern Progress: Empowering Change Through Challenging Times |
| Ben McDearmon | Council on Foundations | The "Fearless Fund" Case, Affirmative Action & Philanthropy's Future |
| Brittany Collins | Betty and Davis Fitzgerald Foundation | Opening Session & Keynote: Janine Lee & A Legacy of Courageous Leadership |
| Calvin Allen | MDC | Putting Passing Gear & SMIRF to Work |
| Carmen James Randolph | Women's Foundation of the South | Creating a Culture of Care – Part 1: Philanthropic Staff |
| Cheryl Peterson | Georgia Minority Outreach Network | Conference on Investing |
| Christy Slater | Slater Consulting Group | Creating a Culture of Care – Part 2: Supporting Solutions to Nonprofit Leader Burnout |
| Ciara Coleman | The Rockefeller Foundation | Creating a Culture of Care – Part 2: Supporting Solutions to Nonprofit Leader Burnout |
| Cynthia Muller | W.K. Kellogg Foundation | Conference on Investing |
| Dahlia Bell Brown | Robert W. Woodruff Foundation | Hope, Alignment and Trust: Building an Ecosystem of Support Through Multi-Sector Partnership(s) |
| Daniel Shore | Truist Foundations & Endowments Specialty Practice | Should You Throw Your Benchmark Out the Window? Asset Allocation and Benchmarking for the New Environment |
| Daniel Diermeier | Vanderbilt University | Plenary Discussion: Finding Common Ground on Campus |
| Daniela Demaria | Latino Community Fund | Emergent Strategies for Adapting Strategic Plans |
| Darrin Goss | Coastal Community Foundation | Philanthropy Southeast Business Meeting |
| Darrin Goss | Coastal Community Foundation | Putting Passing Gear & SMIRF to Work |
| David Dodson | MDC | Putting Passing Gear & SMIRF to Work |
| David Dodson | MDC | Trustees-Only Preconference: Holding, Building and Fulfilling Trust |
| Dawn Hunter | The Dawn Lab, LLC | Improving the State of Your State: Key Lessons from Statewide Advocacy Initiatives to Improve Health Policy and Outcomes |
| Dena Chadwick | Philanthropy Southeast | Creating a Culture of Care – Part 1: Philanthropic Staff |
| Dena Chadwick | Philanthropy Southeast | Philanthropy Southeast Business Meeting |
| Diogo Friere | Green South Foundation | Blueprint for Going Green: How Small Foundations Can Use Effective Storytelling to Yield Outsized Results in their Environmental Work |
| E. Johnson | ABFE | The "Fearless Fund" Case, Affirmative Action & Philanthropy's Future |
| Edgar Villanueva | Decolonizing Wealth Project | In Conversation: Edgar Villanueva and Dr. Laura Gerald |
| Edwin Burton | University of Virginia | Conference on Investing |
| Elaine Summerfield | The Winston-Salem Foundation | Emergent Strategies for Adapting Strategic Plans |
| Ellen Collins | Mississippi Alliance of Nonprofits and Philanthropy | Housing and Justice Reform: A Systems Change Approach at the Community and State Levels |
| Erika Roberts | Velvet Poetry Productions | Harnessing the Power of the Arts to Advance Social Movements |
| Erika Smith | Microsoft Philanthropies | AI as An Equity Tool for Nonprofits |
| Gabrielle Sheely | The Tull Charitable Foundation | Hope, Alignment and Trust: Building an Ecosystem of Support Through Multi-Sector Partnership(s) |
| Gerald McCarthy | Formerly of the Virginia Environmental Endowment | Blueprint for Going Green: How Small Foundations Can Use Effective Storytelling to Yield Outsized Results in their Environmental Work |
| Gerry Roll
<p>Gerry Roll is the founding executive director of the Foundation for Appalachian Kentucky, a community foundation created by regular people to reclaim the power of community to create places where all people can thrive. Focused on building communities of people with the capacity to create solutions and the ability to leverage the resources needed, Gerry’s work in eastern Kentucky has been focused on engaging local people to create equity in housing, early childhood education, and health. She has led the creation of a regional Community Housing Development Organization, a federally qualified health center; a quality rated early care and education system and a full continuum of other support services for working families. Gerry is a founding member of Appalachia Funders Network and an alumni of the Federal Reserve Board of Governors Community Advisory Council. She is recognized locally, regionally, statewide and nationally as an advocate for rural development and community philanthropy. Gerry lives on the north fork of the Kentucky River in Busy, Kentucky.</p>
|
Foundation for Appalachian Kentucky | It’s Complicated: Advancing Equity in Rural Southern Communities |
| Gilbert Miller | Bradley-Turner Foundation, Inc. | Cultivating Family Leadership to Maximize Social Impact |
| Gilda Pedraza
<p>Gigi Pedraza is the founder and Executive Director of the Latino Community Fund in Georgia (LCFgeorgia.org ), a grantmaking public charity dedicated to advance knowledge, increase civic engagement, catalyze investment, build capacity and promote collaborative work in the Latinx/Hispanic community. Through her work, LCF Georgia has become an Emmy Award Winning organization for its work in public information campaigns, has been recognized as a Best Partner Organization by Ser Familia, the Latin American Chamber of Commerce in Georgia and the Georgia Hispanic Construction Association, and has invested over 3 million dollars in Latino-led organizations and the community in Georgia supporting civic participation, programs and COVID-19 relief since 2017.<br />
<br />
Mrs. Pedraza has an active role in the community; she was Co-Chair of the Georgia Latino Complete Count Committee for the 2020 census, she is a member of the Steering Committee at Grantmakers for Southern Progress, sits on various grantmaking review panels, is the past chair of the board of the Feminist Women’s Health Center and is also the recipient of numerous awards, including a Caminar Latino Leadership Award, a TUMI USA winner, a Woman of Inspiration by the Atlanta Dream, the 2018 NFL Hispanic Leadership Award and one of 9 Hall of Fame members of the Latinx community in Georgia. Her extensive and diverse professional experience covers various industries as well as 4 continents.<br />
<br />
Pedraza has earned an Executive Certificate in Non-Profit Leadership from the Fuqua College of Business at Duke University, a Masters in International Tourism Planning from the Las Palmas de Gran Canaria in Spain, Executive Business Certificates from the Peruvian University of Sciences in Corporate Training and Strategic Marketing and has a BA from the Hotel Management School – College of Tourism in Lima, Peru. She lives in Atlanta with her husband, two smart and strong daughters, a spoiled dog and two pet mice.</p>
|
Latino Community Fund (LCF Georgia) | Growing Fast, Growing Together: How AAPI and Latino Communities are Evolving the South |
| Heather Myers | Aon | Conference on Investing |
| Jahari Soward | NPursuit Career Partners | AI as An Equity Tool for Nonprofits |
| James McKissic | ArtsBuild | Harnessing the Power of the Arts to Advance Social Movements |
| Jane Alexander | Community Foundation for Mississippi | It’s Complicated: Advancing Equity in Rural Southern Communities |
| Jennifer Algire
<p>Jen Algire is the President and CEO of The Greater Clark Foundation, a place-based foundation in central Kentucky. GCF invests its resources where it can have a fundamental impact on civic and economic vitality; education; and health, well-being and quality of life. Immediately prior to joining the Foundation, she was Chief of Staff for Premier healthcare alliance (NASDAQ: PINC), the nation’s leading alliance of hospitals, health systems and providers dedicated to improving healthcare performance. Ms. Algire received her undergraduate degree in politics and women’s studies from Wake Forest University and completed graduate studies in social work, public health and business at The University of North Carolina at Chapel Hill and Queens University. She is an alumna of the German Marshall Fund’s Marshall Memorial Fellowship. In other prior roles, Jen served as the chief executive of private not-for-profit organizations, including North Carolina’s oldest privately funded community health center, as well as in senior leadership within local government. Her professional interests include community governance and civic participation, as well as the role of transparency in social capital markets. </p>
|
The Greater Clark Foundation | Plenary Speaker: Mónica Guzmán |
| Jennifer Barksdale | Mary Reynolds Babcock Foundation | Philanthropy Southeast Business Meeting |
| Jennifer Oldham | The Healing Trust | Emergent Strategies for Adapting Strategic Plans |
| Jenny Morgan | Robert W. Woodruff Foundation | Growing Fast, Growing Together: How AAPI and Latino Communities are Evolving the South |
| Joanne Pulles | HCA Healthcare Foundation | Empowering Communities: The Role of Corporate Foundations in Impact Giving Across the Region |
| Joanne Pulles | HCA Healthcare Foundation | Corporate Grantmakers Luncheon: Mental Wellness: Activating Our Colleagues and Investing in Our Communities |
| Joe Blosser | Earl and Kathryn Congdon Family Foundation | Cultivating Family Leadership to Maximize Social Impact |
| John Tyler | Ewing Marion Kauffman Foundation | Legal Topics Important for Private Foundations |
| John Churchill | The Arthur Vining Davis Foundations | Blueprint for Going Green: How Small Foundations Can Use Effective Storytelling to Yield Outsized Results in their Environmental Work |
| José González | Conexión Américas | Growing Fast, Growing Together: How AAPI and Latino Communities are Evolving the South |
| Joseph Rosier | The Rapides Foundation | Conference on Investing |
| Kaky Grant
<p>Kaky McGinness Grant’s grandmother in Tennessee was an avid volunteer into her 80s. “Make us ever mindful of the needs of others,” she’d say, and take young Kaky with her on some of her weekly visits to volunteer at a local nursing home.<br />
<br />
After earning a degree in art history, Kaky began to find her way to her own passions for volunteering, as well as start to shape a career working with nonprofit organizations and donors. She began by fundraising for the Smithsonian National Zoo and The Field School, both in Washington, DC. For 15 years, she worked as a consultant for CapDev, helping nonprofit organizations develop capital campaign and major gift strategies.<br />
<br />
In 2010, she moved to Charleston with her husband, Carter Grant, a Charlestonian whose law practice specializes in tax and estate planning. Kaky created Grant Philanthropic Advisors in 2019 to provide a new option for individuals, families, family offices and foundations looking to cultivate deeper meaning and impact with their giving.<br />
<br />
Kaky has served as the board president of the Children’s Museum of the Lowcountry and currently serves as the chair of an arts advisory board at Davidson College. Kaky is a 21/64 Certified Advisor and a candidate for a Master’s degree in Philanthropic Studies at the Lilly Family School of Philanthropy at Indiana University.<br />
<br />
She finds new purpose in raising the Grant’s three young children to involve them in volunteering and giving projects. “I want to inspire them,” Kaky says, “Just as my grandmother did for me.”</p>
|
Grant Philanthropic Advisors | Cultivating Family Leadership to Maximize Social Impact |
| Kanika Tomalin | Foundation for a Healthy St. Petersburg | CEO Forum |
| Karen Thompson | HCA Healthcare | Corporate Grantmakers Luncheon: Mental Wellness: Activating Our Colleagues and Investing in Our Communities |
| Karla Ebio | Florida Blue Foundation | Empowering Communities: The Role of Corporate Foundations in Impact Giving Across the Region |
| Kathleen Nolte | Lyndhurst Foundation | Harnessing the Power of the Arts to Advance Social Movements |
| Kathleen Enright | Council on Foundations | Opening Session & Keynote: Janine Lee & A Legacy of Courageous Leadership |
| Katrina Mitchell | United Way of Greater Atlanta | Hope, Alignment and Trust: Building an Ecosystem of Support Through Multi-Sector Partnership(s) |
| Katrina Mitchell | United Way of Greater Atlanta | Unveiling Southern Progress: Empowering Change Through Challenging Times |
| Kellan Moore | John Rex Endowment | CEO Forum |
| Kenita Williams | Southern Education Foundation | The "Fearless Fund" Case, Affirmative Action & Philanthropy's Future |
| Kim Davis | Carl B. & Florence E. King Foundation | Philanthropy Southeast Business Meeting |
| Kristen Keely-Dinger | Formerly of the Healing Trust | Philanthropy Southeast Business Meeting |
| Kristine LaLonde | The West End Home Foundation | Improving the State of Your State: Key Lessons from Statewide Advocacy Initiatives to Improve Health Policy and Outcomes |
| Kristy Klein Davis | Georgia Health Initiative | Improving the State of Your State: Key Lessons from Statewide Advocacy Initiatives to Improve Health Policy and Outcomes |
| L. Jones | Belmont University | Plenary Discussion: Finding Common Ground on Campus |
| Lajuana Bradford | Regions Bank | Empowering Communities: The Role of Corporate Foundations in Impact Giving Across the Region |
| Laura Heiman | United Way of Greater Atlanta | AI as An Equity Tool for Nonprofits |
| Laura Gerald
<p>Dr. Laura Gerald is president of the Kate B. Reynolds Charitable Trust, one of North Carolina’s largest private foundations. Under her leadership, the Trust has deepened its commitment to equity and systems change to ensure all people and communities have full access to opportunity and the supports they need to thrive. A pediatrician who was born and raised in rural North Carolina, she has decades of leadership experience in health care delivery, rural health, philanthropy, and public health. Prior to joining the Trust, she served in critical roles focused on statewide health improvement including executive director of the North Carolina Health and Wellness Trust Fund Commission and North Carolina State Health Director. Dr. Gerald holds a bachelor’s degree from Harvard and Radcliffe Colleges, a medical degree from Johns Hopkins School of Medicine, and a Master of Public Health degree from Harvard University School of Public Health. She is active in the nonprofit and medical community serving on numerous boards, including Grantmakers in Health, Southeastern Council of Foundations, and the North Carolina Network of Grantmakers. She is a board-certified pediatrician and fellow in the American Academy of Pediatrics. </p>
|
Kate B. Reynolds Charitable Trust | In Conversation: Edgar Villanueva and Dr. Laura Gerald |
| Lauren DeSimone | Locus Impact Fund | Conference on Investing |
| Marcus Walton | Grantmakers for Effective Organizations | Opening Session & Keynote: Janine Lee & A Legacy of Courageous Leadership |
| Margaret White | Alabama Power Foundation | Empowering Communities: The Role of Corporate Foundations in Impact Giving Across the Region |
| Meridith Maskara | Girl Scouts of the USA | Corporate Grantmakers Luncheon: Mental Wellness: Activating Our Colleagues and Investing in Our Communities |
| Michael Murray | The Arthur Vining Davis Foundations | Plenary Discussion: Finding Common Ground on Campus |
| Mike Hill | Truist Foundations & Endowments Specialty Practice | Should You Throw Your Benchmark Out the Window? Asset Allocation and Benchmarking for the New Environment |
| Mischa Kirby | Community Foundation of Sarasota County | Emergent Strategies for Adapting Strategic Plans |
| Mónica Guzmán | Reclaim Curiosity and Braver Angels | Plenary Speaker: Mónica Guzmán |
| Nicole Bronzan | Council on Foundations | Communications Practices to Build Trust in Philanthropy |
| Phil Buchanan | Center for Effective Philanthropy | Opening Session & Keynote: Janine Lee & A Legacy of Courageous Leadership |
| Philip Purcell
<p paraeid="{03c0fbce-58a3-4861-a2dd-53d598124466}{196}" paraid="1307427588">Phil Purcell currently serves as the Director of Planned Giving for the Central Territory of the Salvation Army. In this role, he is the directional leader of 39 planned giving officers in 11 states who close approximately $70 million in planned gifts each year. He is an attorney and member of the American and Indiana State Bar Associations. He is Senior Consultant and the lead gift planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. Phil also serves as Editor for Planned Giving Today, a monthly national publication. He is lead legal advisor for the national Community Foundation Legal Help Desk. Phil teaches courses on law and philanthropy, nonprofit organization law and planned giving as adjunct faculty for the Indiana University Maurer School of Law (Bloomington, IN) and Indiana University Lilly School of Philanthropy and The Fundraising School (Indianapolis, IN). He also serves on the faculty of the American Institute for Philanthropic Studies (Long Beach State University). </p>
<p paraeid="{03c0fbce-58a3-4861-a2dd-53d598124466}{202}" paraid="895437157">Phil serves as Vice Chair of the Legislation Committee of the American Bar Association's Charitable Giving and Organizations Group and as a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states). He currently serves on the board of directors of the American Council on Gift Annuities. Phil formerly served on the board of directors for the National Association of Charitable Gift Planners (past secretary), Charitable Gift Planning Group of Indiana (past president), Association of Fundraising Professionals - Indiana Chapter (past president). He received his B.A. degree from Wabash College (magna cum laude) and his J.D. and M.P.A. degrees (with honors) from Indiana University. He received a Harry S. Truman scholarship and is a member of Phi Beta Kappa and Pi Alpha Alpha. </p>
|
Indiana University Maurer School of Law and Lilly Family School of Philanthropy | Community Foundation Legal Update: Conducting an Audit of Funds and Agreements |
| Ralph Serpe | Adams County Community Foundation | Community Foundation Session: Raising the Money You Want for the Community You Love |
| Regan Gruber Moffitt
<p paraeid="{45b4b95c-3047-455c-8299-1ea87c556a2d}{211}" paraid="1437113556">Regan is the people person. At the Winthrop Rockefeller Foundation, she supports a high-functioning team of staff and consultants that is equipped, empowered, and entrusted to make the Foundation’s vision of a thriving, prosperous Arkansas that benefits all Arkansans a reality. </p>
<p paraeid="{45b4b95c-3047-455c-8299-1ea87c556a2d}{217}" paraid="1083531759">During her career, Regan has gone from the classroom to the statehouse, and from law to philanthropy, in her relentless pursuit of economic and educational equity. Before coming to the Winthrop Rockefeller Foundation, she practiced law with Mitchell, Williams, Selig, Gates & Woodyard P.L.L.C. She also applied her experience in the classroom as an ESL math educator with Teach For America to advocate for better educational policies at the Texas legislature. </p>
<p paraeid="{45b4b95c-3047-455c-8299-1ea87c556a2d}{223}" paraid="1037753702">Regan is active in a number of philanthropic and community organizations. Currently, Regan serves as the board chair for Southeastern Council of Foundations and the treasurer for Asset Funders Network. Regan is on the steering committee for Workforce Matters, Arkansas Impact Philanthropy, and Arkansas Asset Funders Network. In recent years, she has served as a board member of Emerging Practitioners in Philanthropy, Single Parent Scholarship Fund of Pulaski County, and Arkansas Association of Women Lawyers. </p>
<p paraeid="{45b4b95c-3047-455c-8299-1ea87c556a2d}{229}" paraid="275540007">She earned her BA from Wellesley College, her MA in Curriculum and Instruction from the University of Texas at Austin, and her JD from the University of Arkansas at Little Rock Bowen School of Law. </p>
<p paraeid="{45b4b95c-3047-455c-8299-1ea87c556a2d}{235}" paraid="702826581">Fueled by passion, and more than a little coffee, Regan personifies action. Whether its relentlessly pursuing equity, chasing her two small kids, or running another half marathon, you aren’t likely to find her sitting—unless she’s leading you through a yoga practice. </p>
|
St. David's Foundation | Opening Session & Keynote: Janine Lee & A Legacy of Courageous Leadership |
| Robert Oermann | Salon Dinner: Nashville's Rich Country Music Tradition at ETCH Restaurant **Registration Full** | |
| Roberto Cremonini | GivingData | Exhibitor Showcase | Equitable Grantmaking in Action: Moving from Principles to Practice to Elevate Your Grantee Experience (Presented by GivingData) |
| Russell Booker | Spartanburg Academic Movement | It’s Complicated: Advancing Equity in Rural Southern Communities |
| Sara Barba | Integer | Public Policy Session: Getting Started on Your 2025 Advocacy Plan |
| Sharon Jones | Paroled2pride | Housing and Justice Reform: A Systems Change Approach at the Community and State Levels |
| Shirley Bondon | Black Clergy Collaborative of Memphis | Housing and Justice Reform: A Systems Change Approach at the Community and State Levels |
| Susan Shumaker | Cone Health Foundation | Improving the State of Your State: Key Lessons from Statewide Advocacy Initiatives to Improve Health Policy and Outcomes |
| Sutton Mora
<p>Sutton Mora is the Executive Vice President & Chief Operating Officer of the Community Foundation of Greater Memphis. After graduating from Webster University, she began working in underserved neighborhoods in Chicago, which led her to pursue a Master’s degree in City and Regional Planning at The University of Memphis. Prior to joining the Community Foundation, she led several non-profits focusing on issues as diverse as neighborhood development, environmental justice, and education reform. In her current position, she oversees the day-to-day operations of the Foundation, including donor services and discretionary grantmaking, and serves as the point of contact for the Foundation’s community leadership initiatives. In March 2020, she led the creation of the Mid-South COVID-19 Regional Response Fund and its subsequent implementation in partnership with the City of Memphis, Shelby County Government, United Way of the Mid-South, and Momentum Nonprofit Partners/Mid-South Philanthropy Forum. </p>
|
Community Foundation of Greater Memphis | Public Policy Session: Getting Started on Your 2025 Advocacy Plan |
| Sutton Mora
<p>Sutton Mora is the Executive Vice President & Chief Operating Officer of the Community Foundation of Greater Memphis. After graduating from Webster University, she began working in underserved neighborhoods in Chicago, which led her to pursue a Master’s degree in City and Regional Planning at The University of Memphis. Prior to joining the Community Foundation, she led several non-profits focusing on issues as diverse as neighborhood development, environmental justice, and education reform. In her current position, she oversees the day-to-day operations of the Foundation, including donor services and discretionary grantmaking, and serves as the point of contact for the Foundation’s community leadership initiatives. In March 2020, she led the creation of the Mid-South COVID-19 Regional Response Fund and its subsequent implementation in partnership with the City of Memphis, Shelby County Government, United Way of the Mid-South, and Momentum Nonprofit Partners/Mid-South Philanthropy Forum. </p>
|
Community Foundation of Greater Memphis | Housing and Justice Reform: A Systems Change Approach at the Community and State Levels |
| Tom Mitchell
<p>Tom is a Managing Director of Cambridge Associates, based in Arlington, VA, where he advises institutions and families and builds investment portfolios designed to meet financial and impact objectives. He is a founding member of Cambridge's Mission-Related Investing (MRI) Group, a talented team that partners with clients to support our most collectively important priorities: our communities, our environment, and our social compact. Beyond portfolio management, Tom engages in manager diligence, market research, and learning from the larger community of impact investors. Previously, Tom was an analyst with Agora Partnerships, an impact venture group in Central America, and consulted to the World Bank while living in Brazil. Earlier, Tom spent four years as the Director of Program Development for the nonprofit, KaBOOM!. Additionally, he helped launch the ZOOB play system, served two years as a Team Leader in AmeriCorps NCCC, and began his career in technology marketing in Silicon Valley. Tom earned an MBA from Duke University, a Master of Regional Planning (MRP) from UNC Chapel Hill, and a BA from Stanford University. </p>
|
Cambridge Associates | Conference on Investing |
| Toya Randall | Casey Family Programs | Creating a Culture of Care – Part 2: Supporting Solutions to Nonprofit Leader Burnout |
| Tracey Grayzer | Impact Alamance | Putting Passing Gear & SMIRF to Work |
| Victoria Huynh | Georgia AAPI Hub | Growing Fast, Growing Together: How AAPI and Latino Communities are Evolving the South |
Sponsors
Refund and Cancellation Policy
If you wish to cancel your registration for the Annual Meeting, please contact Quincy Kelly at quincy@philanthropysoutheast.org or by calling (404) 524-0911. If you cancel your registration by October 1, you will receive a full refund, minus a $50 administrative fee. No refunds are available for cancelations made after October 1 for either the in-person or online event. Registrations can be transferred to another person within your organization at any time at no charge. If you have to cancel your registration within 14 days of the Annual Meeting due to COVID-19 symptoms, diagnosis or exposure, you will receive a full refund.
Use of Images
Photographs and video may be taken at this event for use by Philanthropy Southeast in marketing materials, on our website, through social media and at future events. If you prefer your image not be used, please contact David Miller, vice president of strategic communications, at david@philanthropysoutheast.org.