2023 Foundation Leadership Forum: Schedule

January 29–31, 2023
San Antonio Marriott Rivercenter | San Antonio, TX

Check out the program schedule.

Browse the Forum schedule below. Please check back for updates as we continue to finalize programming. Concurrent sessions will cover the following topics:

Operations and Enterprise Risk Management 

  • Winning the Talent War: Trends and Best Practice Solutions for Strategic Talent Management and Staff Organization 
  • Going Independent: Transitioning to an Independent Foundation HR System 
  • Guarding Your Tomorrow: A Foundation Board Perspective on Enterprise Risk Management 
  • Name, Image, and Likeness Collectives: Implications of the Professionalization of Collegiate Athletics for Institutionally Related Foundations 

Endowment and Asset Management  

  • The Global Economic Outlook and Implications for Endowment Management 
  • Investment and Governance Tools to Manage Liquidity Risk in Volatile/Low-Return Markets  
  • Maintaining Intergenerational Equity and Sustainability: Five Factors for 5% Real Returns 
  • A Roadmap to Sustainable Investing 

Trusteeship and Governance 

  • Troubleshooting Thorny Governance Issues  
  • Building Sustainable, Transformative Institution-Foundation Partnerships 
  • Assessment for Impact: Calibrating or Recalibrating Board Engagement, Composition, and Culture  
  • Fostering Foundation Board Diversity and Inclusion: Practical Strategies to Enrich and Strengthen Board Composition and Culture 
  • Getting to Yes: How a Foundation Board Enabled a Transformative Public-Private Partnership 
  • Donor Trust: How a Compliance Program and Transparency Can Help Grow Endowment Giving 
  • Foundation CEO Assessment, Compensation Setting, and Transition Planning 

Advancement  

  • Innovations in Campaigns: The Blended Campaign and Other Strategies to Foster Transformative Visions  
  • Inclusive Advancement Programs and Foundation Roles in Fostering Student Success 
  • Digital Transformation to Build Your Donor Pipeline 

Saturday, January 28

5:00 – 8:00 PM CT | Registration/Help Desk

Sunday, January 29

8:00 AM – 6:30 PM CT | Registration/Help Desk

8:00 AM – 7:00 PM CT | AGB Experience

AGB’s mission is to help boards govern with knowledge and confidence. Visit the AGB Experience to learn about all that is available to you by virtue of membership. Get to know the AGB staff members responsible for the publications, consulting services, online tools, and other member services you rely on, and find out what’s new and what’s coming next. Meet our corporate partners and sponsors to explore the solutions-focused resources they offer.

11:15 AM – 12:00 PM CT | Introduction to Forum: First-Time Attendees

More information coming soon.

Speakers:
TBA

12:30 – 2:30 PM CT | Workshops

Arrive early and get the full benefit of the 2023 Forum! These extended-time sessions are focused on topics of central importance to the roles of governing board members. Following a panel presentation, the participants in these sessions will break into small groups for sharing and networking.

When registering for the Forum, please indicate which workshops you would like to attend.

12:30 – 2:30 PM CT | Roadmap to Success for Foundation Board Chairs, Vice Chairs, and Chairs-Elect

Take a deep dive into the special roles and responsibilities of chairs and the hallmarks of effective board leaders. Learn strategies for forging an effective partnership with the foundation chief executive, institutional leadership, and the board at large, including insights to help troubleshoot common board challenges. A capstone breakfast on the final conference day will bring the group back together to discuss actionable insights from the conference.

Speakers:
TBA

1:00 – 2:30 PM CT | Roadmap to Success for New Foundation Chief Executives

CEOs who are new to the role will learn from seasoned foundation leaders about the challenges and opportunities they will encounter, questions they should be asking about the organizations they’re leading, and critical conversations they should be having with their board, institution leaders, and other constituents.

Speakers:
TBA

1:00 – 2:30 PM CT | Roadmap to Success for Future Foundation Executives

Prospective foundation executives will gain an understanding of the role foundation leadership team members play in supporting, engaging, and leveraging the board. Participants will learn from industry experts about the qualities boards and institutional leaders seek in candidates for CEO and other cabinet level staff, questions they should ask about prospective foundation leadership opportunities, and how to successfully navigate search processes.

Speakers:
TBA

1:00 – 2:15 PM CT | Idea Exchanges

These facilitated roundtable-style discussions will provide a forum for foundation board members and staff to explore topical issues broadly corresponding to the focus of common foundation board committees. Foundation staff and board members can choose one of four top-of-mind issues to explore with peers from across the country:

2:15 – 2:45 PM CT | Break

2:45 – 3:45 PM CT | Peer Group Convenings

Peer group convenings provide an opportunity to meet and build relationships with colleagues from similar foundations (or filling similar roles) from across the country and learn how they are addressing common challenges and opportunities. Facilitators will provide an overview of some widely shared issues, and participants are encouraged to come prepared to share their questions, innovations, and insights. Peer group sessions, except those focused on specific professional roles, are intended for both board members and foundation staff.

Community Colleges

More information coming soon.

Speakers:
TBA

Integrated Foundations

More information coming soon.

Speakers:
TBA

Operationally Independent Foundations Responsible for Fundraising

More information coming soon.

Speakers:
TBA

Large Foundations (Assets >Billion+)

More information coming soon.

Speakers:
TBA

Board Professionals and Engagement and Stewardship Staff

More information coming soon.

Speakers:
TBA

3:45 – 4:15 PM CT | Break

4:30 – 5:45 PM CT | Welcome Plenary and Opening Keynote

More information coming soon.

Speakers:
TBA

5:45 – 8:00 PM CT | Welcome Reception

With thanks to AGB Sustaining Partner TIAA

TIAA logo 2022

Monday, January 30

7:00 AM – 6:00 PM CT | Registration/Help Desk

7:00 AM – 6:00 PM CT | AGB Experience

AGB’s mission is to help boards govern with knowledge and confidence. Visit the AGB Experience to learn about all that is available to you by virtue of membership. Get to know the AGB staff members responsible for the publications, consulting services, online tools, and other member services you rely on, and find out what’s new and what’s coming next. Meet our corporate partners and sponsors to explore the solutions-focused resources they offer.

7:30 – 8:45 AM CT | Networking Breakfasts

With thanks to AGB Mission Champion AGB Search

AGB Search

9:00 – 10:00 AM CT | Plenary

Windows on the Changing Landscape: New Contexts, Innovative Practices, and Emerging Issues Foundation Boards Should Know About

More information to come soon.

Speakers:
TBA

10:00 – 10:15 AM CT | Break

10:15 – 11:15 AM CT | Concurrent Sessions

Each block of concurrent sessions allows you to select from multiple, topically diverse options to customize your schedule and Forum experience.

11:15 – 11:30 AM CT | Break

11:30 AM – 1:00 PM CT | Lunch and Luncheon Plenary

1:00 – 1:15 PM CT | Break

1:15 – 2:15 PM CT | Concurrent Sessions

Each block of concurrent sessions allows you to select from multiple, topically diverse options to customize your schedule and Forum experience.

2:15 – 2:45 PM CT | Break

2:15 – 2:45 PM CT | Plenary

The Global Economic Outlook: Insights and Implications for Endowment Management

More information coming soon.

Speakers:
TBA

4:00 – 4:15 PM CT | Break

4:15 – 5:15 PM CT | Concurrent Sessions

Each block of concurrent sessions allows you to select from multiple, topically diverse options to customize your schedule and Forum experience.

5:30 – 7:30 PM CT | Networking Reception

With thanks to AGB Forum 2023 Underwriting Partner Agility

Agility

Tuesday, January 31

7:30 AM – 12:00 PM CT | Registration/Help Desk

7:30 AM – 12:00 PM CT | AGB Experience

AGB’s mission is to help boards govern with knowledge and confidence. Visit the AGB Experience to learn about all that is available to you by virtue of membership. Get to know the AGB staff members responsible for the publications, consulting services, online tools, and other member services you rely on, and find out what’s new and what’s coming next. Meet our corporate partners and sponsors to explore the solutions-focused resources they offer.

7:00 – 8:15 AM CT | Breakfast Roundtables

With thanks to AGB Mission Champion AGB Search

AGB Search

8:30 – 9:30 AM CT | Closing Plenary

Closing Plenary

More information to come soon.

Speakers:
TBA

9:45 – 10:00 AM CT | Break

10:00 – 11:00 AM CT | Concurrent Sessions

Each block of concurrent sessions allows you to select from multiple, topically diverse options to customize your schedule and Forum experience.

10:00 AM – 12:00 PM CT | Workshop

More information coming soon.

Speakers:
TBA

11:00 – 11:15 AM CT | Break

11:15 AM – 12:15 AM CT | Concurrent Sessions

Each block of concurrent sessions allows you to select from multiple, topically diverse options to customize your schedule and Forum experience.

12:15 PM CT | Conference Concludes

Register as a group and save.

Reserve your spot now. Early bird pricing ends September 30, 2022.

Early Bird Price
Individual Member*

$1,350

Early Bird Price
Group**

$1,150

Regular Price
Individual Member*

$1,450

Regular Price
Group**

$1,350

Special Offer for Foundation Board Professionals

Foundation board professionals who register for the 2023 Foundation Leadership Forum will receive a discount for the 2023 Board Professionals Conference equal to 50% off the early bird rate, a savings of $275. To take advantage of this bundled rate, members should register for the Foundation Leadership Forum first, or contact the AGB registrar for assistance.

Nonmember Price

$1,950

*Member exclusive pricing.
**Three or more, members only. All members in the group must be registered at the same time. 

Key Dates

  • Early bird deadline: September 30, 2022
  • Deadline for cancellation: January 4, 2023
  • Deadline to receive discounted hotel rate: January 6, 2023

Cancellation Policy

All cancellations and requests for refunds must be submitted in writing to cancellations@AGB.org and will be processed after the meeting. Requests for refunds must be received by close of business on January 4, 2023, to receive a full refund minus a $25 cancellation fee. No refunds will be issued for registrants who cancel after January 4, 2023. If you are unable to attend, a substitute is welcome in your place at no additional charge. AGB is not responsible for cancellations due to airline disruption, inclement weather, COVID-19, or schedule changes.

Group Discounts: If a cancellation causes the group to fall below the required three registrations, the refund will be issued minus the discount benefit received by the original group.

Hotel Information

AGB has secured a room block at the San Antonio Marriott Rivercenter for Foundation Leadership Forum attendees at a group rate of $219 per night (exclusive of 18% taxes). Registered attendees will receive a link to book their hotel reservation.

COVID-19 Guildlines

AGB encourages all conference attendees to review and follow CDC recommendations for individuals participating in large gatherings. AGB will comply with current federal, state, and local regulations regarding COVID-19 safety protocols and applicable policies of the San Antonio Marriott Rivercenter. We will contact conference participants prior to the event with information on the most current recommendations and requirements.

With thanks to our 2023 sponsors.

View our 2023 sponsors and see how you can support the Foundation Leadership Forum.

Contact.

Registration

AGB is committed to excellence in member service. Should you have questions about registering for the Foundation Leadership Forum, contact the AGB registrar.

Become a Member and Save

If you currently are not an AGB member but want to take advantage of member pricing, contact Matt Stevens, director of membership outreach.

Sponsorship

To learn about sponsorship opportunities, contact Steve Abbott, senior director of partnerships. 

All other inquiries may be directed to the AGB concierge.