Atlanta Regional
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Program
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Thank you to the Southeastern Council of Foundations (SECF). SECF members receive the discounted ASF member rate on this program.
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"The combination of technical info with a compassionate approach was excellent."
Barbara Doolittle
2007 Regional Conference Participant
The Jonas Family Foundation, CA
Member since 2000
December 3-5, 2008
JW Marriott Buckhead Atlanta
Atlanta, GA
Program Brochure [PDF]
Location & Accomodations
Registration Information
Attendee Guidelines
REGISTER ONLINE > >
The Atlanta Regional offers four day-long sessions, plus an opportunity to sample "The Best of ASF":
WEDNESDAY, DECEMBER 3
Register for one of two full-day programs.
Join us a networking dinner at the Georgia Aquarium. All Atlanta Regional Program participants are welcome. Space is limited, so advanced registration is required. Download the invitation and reserve your spot.
Legal Essentials - New!
December 3
9:00 a.m. – 4:30 p.m.
Can we do that? Find out what the attorneys know! Learn the basic legal requirements of private foundations in an interactive and engaging format.
Who should attend? Donors, trustees, and staff seeking a practical understanding of basic legal requirements and best practices for foundations.
Topics include:
- Legal lifecycle of foundations
- Staying legal in grantmaking
- Self-dealing and conflicts of interest
- Avoiding risks and penalties so you can focus on grantmaking
Session times and topics are subject to change.
Download the invitation and reserve your spot at the networking dinner.
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Nonprofit Assessment Tools
December 3
9:00 a.m. - 4:30 p.m.
Delve deeper into grantmaking by honing your critical questioning skills and equipping yourself with several frameworks for assessing a grantee’s potential to meet its mission effectively.
Who should attend? Donors, trustees and staff interested in learning what questions to ask prospective grantees and what to do with the answers.
Topics include:
- Lifecycle analysis of a nonprofit
- Indicators of financial health
- Connecting leadership to organizational effectiveness
Session times and topics are subject to change.
Download the invitation and reserve your spot at the networking dinner.
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THURSDAY, DECEMBER 4
Select among a variety of topics over three session blocks throughout the day.
Drowning in paperwork? Join us for an early-riser discussion on Project Streamline. All Best of ASF participants are welcome, but advance registration is required. Learn more and reserve your spot.
There will be an evening networking reception.
The Best of ASF
December 4
9:00 a.m.-4:30 p.m.
A sampling of our most popular educational sessions. The result? A day of learning customized to your needs and interests.
Who should attend? Donors, trustees and staff who are beginner or advanced grantmakers, as well as those somwhere in between!
Morning Session Options:
- Put Your Money Where Your Mission Is
Learn about mission related investing, which can offer social benefits as well as financial returns for your foundation.
- From Vision & Mission to Strategy & Tactics
Explore how to translate your vision and mission into grantmaking strategies and tactics.
Early Afternoon Session Options:
Mid-Afternoon Session Options:
- Small Assets, Big Impact
Step back and look at your grantmaking through the lens of leverage.
- Strengthening Early Childhood Literacy
Deepen your understanding of effective strategies to strengthen childhood literacy.
Session times and topics are subject to change.
There will be an evening networking reception.
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FRIDAY, DECEMBER 5
Register for one of two full-day programs.
There is also a networking reception for all Atlanta Regional Program participants at 4:30 p.m. at the program hotel. No need to RSVP!
Investment Essentials
December 5
9:00 a.m. – 4:30 p.m.
Are you losing money without knowing it? Learn how to assess what’s important, why it’s important, and strategies to accomplish foundation investment goals.
Who should attend? Donors, trustees and staff who would like to begin learning investment terminology and policies.
Topics include:
- Explanation of asset classes and terms
- Importance and components of a sound Investment Policy Statement
- How to divide duties and decision-making around investments
- Working with managers and consultants
- Understanding fees
Session times and topics are subject to change.
There will be an evening networking reception.
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Investments: Beyond the Basics
December 5
9:00 a.m. - 4:30 p.m.
Walk away with a better understanding of how your foundation is doing in terms of process, investment return, and governance, and locate at least one area where you may be able to save or make money.
Who should attend? Donors, trustees and staff with a solid knowledge of investment terms and concepts.
Topics include:
- Clarifying the context and consequences of the US mortgage crisis
- Risk management and asset allocation
- Alternative investments
- How to fine-tune the degree and timing of board involvement
- Indexology - Understanding and applying common benchmarking techniques and passive investment strategies
Session times and topics are subject to change.
There will be an evening networking reception.
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PROGRAM LOCATION & ACCOMODATIONS
JW Marriott Buckhead Atlanta
3300 Lenox Road
Atlanta, GA 30326
Phone: (404) 262-3344 or (800) 613-2051
A limited number of rooms are reserved for program participants at the JW Marriott Buckhead Atlanta at the discounted rate of $199 for single/double occupancy through Tuesday, November 18th . Higher rates will apply after this date. Please call the hotel directly to make your reservations.
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REGISTRATION INFORMATION
ASF or Southeastern Council of Foundations Members
Any One Day: $250
Any Two Days: $450
All Three Days: $550
Non-members
Any One Day: $350
Any Two Days: $550
All Three Days: $650
REGISTER ONLINE > >
Questions? Call (888) 212-9922.
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ATTENDEE GUIDELINES
This program is open to trustees and staff of grantmaking foundations. If you are not a member of ASF or Southeastern Council of Foundations and would like to attend the program, please first call ASF to confirm eligibility.
All ASF programs are a non-solicitation environment.
PHOTO RELEASE
ASF will, from time to time, use photographs/video of program attendees in its promotional materials. All attendees of ASF events acknowledge that they may be photographed/videotaped by ASF or its official photographer/videographer while at the event and that the photographs/video may be used in future print and electronic promotional materials. If you do not wish your likeness to be used in this way, please contact asf@smallfoundations.org or (888) 212-9922 within 48 hours of conclusion of the event.
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CANCELLATION POLICY
Substitutions are accepted at any time. Cancellations 5 weeks in advance of the program are subject to a $75 processing fee. Cancellations received between 3 to 5 weeks in advance of the program will receive a 50% refund. Cancellations within 3 weeks of the program are non-refundable.
Each seminar or other event sponsored by ASF is open exclusively to foundation trustees and staff in good standing with ASF, and the attendance of all other parties shall be within the sole discretion of ASF. Attendance at ASF seminars or events is not automatic and/or guaranteed until ASF confirms a member's good standing and thereafter confirms its or their right to attend in writing.
