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Annual Conference for Donor Relations Professionals 2025
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4:00 PM - 5:00 PM PST
CASE/FundMiner Roundtable Results: Building a Foundation for Best Practices
In the fall of 2024, CASE partnered with FundMiner to launch a Roundtable Series aimed at exploring and developing a common framework for fund management practices, guidelines, and standards. These roundtables included 30+ CASE member institutions, addressing four key areas of fund management practice. This session will present the results from each of the four sessions, showcasing one institution in each discussion area:
• Fund management Oversight, Transparency, and Accountability
• Common Standards in Fund Management
• Impact and Financial Reporting
• Monitoring, Hygiene and Best Practices in Fund Management
• Fund management Oversight, Transparency, and Accountability
• Common Standards in Fund Management
• Impact and Financial Reporting
• Monitoring, Hygiene and Best Practices in Fund Management
Speakers: Chelsea Lamego, Co-Founder and CEO, FundMiner, Nick Campisi, Director of Data Science, Council for Advancement and Support of Education
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 5- Expert Seasoned ProfessionalAll Levels
