3:30 – 5:00 p.m. Concurrent Sessions

• Tax & Legal Issues for Small Foundations
• Getting Ready to Give: Setting Up a Grantmaking Program
• Giving Beyond Our Borders
• Make a Plan: Develop an Investment Policy Statement
• Evaluating Investment Performance: Benchmarking & Indexing
• Beyond Your Comfort Zone: Taking Risks in Grantmaking
• Thriving Trees: Succession with Many Family Branches
• Recruiting & Orienting New Board Members

6:00 – 8:00 p.m. Host Event at the Denver Art Museum

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Friday, September 19, 2008

7:00 a.m. – 6:00 p.m. Registration Open

9:00 a.m. – 6:00 p.m. Connections Café Open

7:30 – 9:00 a.m. Breakfast Plenary

9:00 a.m. – 12 noon Next Generation Retreat

9:15 – 10:45 a.m. Concurrent Sessions

• Dynamics in the Board Room
• Optimizing Family and Foundation Wealth
• Governance with Integrity: Legal & Ethical Issues
• Be a Financial Detective
• Evaluating Your Foundation's Impact
• Considering Alternative Investments
• Funding General Operating Support
• Working with Community Foundations

11:15 a.m. – 12:15 p.m. Concurrent Conversations

• Great Boards, Great Staff: Managing the Relationship
• Families, Children & Wealth
• You've Got It, They Want It: Working through Power Dynamics
• Staying Inspired for the Long Haul
• The X Factor: Women & Philanthropy
• Media Matters Film Shorts: Health Care
• The Grandparent Legacy Project
• Civic Engagement in Philanthropy
• Leadership Transitions

12:30 – 1:30 p.m. Luncheon with Topical Roundtables

12:30 – 5:00 p.m. Service Project (lunch served)

12:30 – 1:15 p.m. Site Visit Preparation Lunch

1:30 – 5:00 p.m. Site Visits

2:00 – 3:30 p.m. Concurrent Sessions (repeated sessions)

• Tax & Legal Issues for Small Foundations
• Make a Plan: Develop an Investment Policy Statement
• Evaluating Your Foundation's Impact
• A Guide to the 990-PF & Common Mistakes to Avoid
• Steering the Ship: Good Board Management
• Small Assets, Big Impact

3:45 – 5:00 p.m. Film screening: Waste=Food

4:30 – 6:00 p.m. Reception in Connections Café

6:30 p.m. Optional Dine-Arounds


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Saturday, September 20, 2008

7:00 a.m. – 2:00 p.m. Registration Open

7:00 a.m. – 2:00 p.m. Connections Café Open

7:45 – 8:45 a.m. Membership Breakfast

9:00 – 10:30 a.m. Concurrent Sessions

• A Guide to the 990-PF & Common Mistakes to Avoid
• Evaluating the Impact of Your Grantees
• Put Your Money Where Your Mission Is: Program Related, Mission Related & Socially Responsible Investing
• Cutting Edge Philanthropy
• Steering the Ship: Good Board Management
• Youth on Board

10:45 a.m. - 12:15 p.m. Concurrent Sessions

• Stretching Your Imagination: How to Make Creative Grants Legally
• Bet on Leadership
• The Who, What & How of Implementing Your Investment Program
• Legal, Ethical & Prudent Investment Practices
• The Value of Family in Philanthropy: Making the Case

12:15 – 1:30 p.m. Closing Plenary Luncheon

1:00 – 6:00 p.m. Outdoor Excursion: Experience Colorado

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Sessions and schedule subject to change. Please consult these pages for the most up-to-date information.