This session will explore the role of how both Management and the Board approach risk and how to create an effective reporting tool to monitor and understand the risk management process for effective oversight. Topics include: what is your risk appetite -- are you taking too much risk or not enough; proactive approach for Identifying and mitigating risk; categories of risk, likelihood and impact; and risk monitoring tool and how it is used.

This session will share key learnings from two public universities as they each launched planning efforts for momentous philanthropic campaigns in the early tenures of new Presidential appointments. Cleveland State University and Indiana State University will share reflections and best practices for president transitions and campaign planning at different stages of incorporating new leadership: present-day and two years down the line. Participants will leave this session with a greater understanding of how to align vision and existing funding priorities during a time of institutional transition, and how you can position new leadership at all levels to drive strategic fundraising activity.

The Office of Gift Compliance at the University of Colorado Foundation is focusing on tackling underutilized funds through a variety of approaches, encompassing an in-house developed gift compliance focused data set and report (Fund Purpose Report). This work has greatly improved the Foundation’s relationship with campus (controllers, fund managers, deans, etc.) and Advancement staff and has led to overall improvements in spending, transparency and communication surrounding gift funds.

The University of North Dakota and the University of North Dakota Alumni Association and Foundation, while two separate organizations have aligned priorities, coordinate messaging, and share storytelling assets to support both the strategic initiatives of the University as well as the fundraising efforts. The collaboration between the two organizations is yielding strong results for both organizations as they developed and prepared to launch a new university strategic plan and campaign. This presentation will review how the two organizations set up ongoing communication and systems that created the strong partnership and interwoven messaging between the strategic plan and campaign.

CASE Debate Club: ESG investing. FEG’s Kathryn Mawer and Tim O’Donnell, along President and CEO of the University of Maine Foundation, Jeff Mills will debate and discuss a continued hot topic, ESG investing in institutional portfolios.

How can community colleges begin attracting philanthropy that measures up to their growing footprint? The key lies in delivering the right messages and the most personalized communications to educate donors about the outsized impact of their own community college. These institutions are the local bastion of access to higher education, especially for first-generation students. They are where a workforce hones skills and jump-starts careers. and where the future of a region's infrastructure and prosperity rests. Find out how you can better inspire generosity and allegiance by showcasing opportunities for donors to advance their interests and invest in their community's future.

5 levers for 5% real returns - FEG’s Kathryn Mawer & higher education endowment/foundation leader will share 5 key tactics for weathering uncertain markets.