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What Happens in Vegas Could Change Your Foundation’s Future

Join us in Las Vegas in February 2014 for our Second Annual National Foundation Conference. Financial and operations executives from across the country will participate in three days of interactive discussions on topics ranging from risk management to alternative investments.

We will begin with a half day of break-out sessions before the conference. The first track, specifically designed for board members and management, relates to board governance, management, and fiduciary responsibilities. The concurrent session includes a technical Q&A, providing participants the chance to address specific issues with a panel of audit and tax professionals. The conference officially kicks off with a keynote at midday on Wednesday, and we will cap-off the first day with a reception. On Thursday and Friday, additional learning opportunities will provide the chance to address a broad spectrum of foundation concerns.

We look forward to seeing you in Las Vegas!

Register online

Event Information
Date: February 5 – 7, 2014
Location: Green Valley Ranch 
2300 Paseo Verde Parkway
Las Vegas, NV 89052
Reserve a room
Registration: $375
Register online by Friday, January 31, 2014 
Contact: Shana Vachhani
shana.vachhani@claconnect.com or 612-397-3049

Topics will include:

  • Audit and accounting updates: standard changes for the upcoming year and accounting for complex transactions
  • Ethics in giving and granting
  • Alternative investments: trends, analysis, due diligence, and monitoring
  • Foundation family dynamics and how they affect the future of your organization
  • Developing relationships and communicating more effectively at work
  • IRS tax update
  • Mission investing
Wednesday, February 5
7:30 – 11:30 a.m. Registration
9 – 11:30 a.m.
(Concurrent session)
Pre-conference — A Board Member’s Guide to Reducing Risk
9 – 11:30 a.m.
(Concurrent session)
Q&A Time — Ask the Auditor
11:30 a.m. – 12:30 p.m. Lunch
12:30 – 1:50 p.m.

Welcome Remarks
Elliot Karp, President and CEO, The Jewish Federation of Las Vegas

Keynote Address: How Public is Private Philanthropy?
John Tyler, General Counsel, Ewing Marion Kauffman Foundation

1:50 – 2:40 p.m. What Grant Recipients Would Like You To Know
2:40 – 2:50 p.m. Break
2:50 – 4:10 p.m. Key Considerations When Taking the Foundation to the Next Generation
4:10 – 5 p.m. Asset/Liability Management
5:30 – 7:30 p.m. Reception
Thursday, February 6
7:30 – 8:30 a.m. Continental breakfast
8:30 – 9:20 a.m. Investor Decision Making and the Effective Use of Alternative Investments
9:20 – 10:10 a.m. IRS Update in an Era of Change
10:10 – 10:20 a.m. Break
10:20 – 11:10 a.m. International Grantmaking — Understanding the Rules and Regulations
11:10 a.m. – noon Intergenerational Wealth Transfer: What Foundations Need to Know
Noon – 1:30 p.m. Lunch
1:30 – 3:10 p.m. Be More Effective with Others Through Understanding
3:10 – 3:20 p.m. Break
3:20 – 4:10 p.m. Segregation of Duties: Balancing Risks and Controls
Friday, February 7
8:15 – 9 a.m. Breakfast
9 – 9:50 a.m.
(Concurrent session)
Ethical Issues When Addressing Self-Dealing and Other Foundation Considerations
9 – 9:50 a.m.
(Concurrent session)
When Bad Gifts Happen to Good People
9:50 – 10:10 a.m. Break
10:10 – 11 a.m. Scanning the Political Horizon
11 – 11:30 a.m. Closing remarks
Noon Conference program ends, box lunches available

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