Leading Change. Transforming Communities.

Institute for Trustees 2018

Institute for Trustees 2018

Saturday, March 24, 2018
8:30 am – 4:30 pm
Pingree School, 537 Highland Ave, So. Hamilton, MA
Early bird fee: $110. After Feb 23th tickets go up to $130.
Includes breakfast, lunch, wine reception, and the IFT Resource Guide.

Registration Now Open!


7:30–8:30 Registration and Continental Breakfast

8:30–8:45 Welcome: ECCF and Pingree School leadership

8:45–9:45  Keynote Speaker

“The Culture of Collective Impact”
Paul Schmitz,
CEO at Leading Inside Out, LLC & Senior Advisor, The Collective Impact Forum

Collective Impact requires a culture that develops and rewards authentic, inclusive, collaborative, and accountable leadership; helps leaders work better together; and engages community members as partners. In this talk, Paul will illustrate how to be as rigorous about building the collective as we are about building impact.

10:15–11:30  Workshop Session 1


W1A Don’t Pop the Question – Date your Donors Instead
Sharon J. Danosky, President, Danosky & Associates
Board members can have a significant impact in stewarding donors. Learn how you can increase your organization’s revenue, build a more sustainable fundraising platform, and meet some amazing people along the way.

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Fundraising has become synonymous with “Asking for a contribution”  or “Soliciting a donation.”  It’s time to bust that myth.  Real fundraising is a courtship with your donors that grows over time.  As the relationship grows, donors are motivated to make a greater commitment and investment in your organization.  With limited staff and resources; however, it is difficult for staff to develop the relationships necessary for real philanthropic growth.  That is where Board members come in.  Board members can have a significant impact in stewarding donors. Everything from writing a note to meeting personally with donors and sharing the impact of their gift.  Learn how you can increase your organization’s revenue, build a more sustainable fundraising platform – and meet some amazing people along the way.
Presenter Bio
For over 30 years, Sharon, founder and president of Danosky & Associates, has dedicated her career to working with nonprofit organizations.  As both a consultant and a senior executive for numerous charitable organizations, she has transformed organizations into highly effectively charities.  Sharon has worked on all sides of the nonprofit arena; as a senior professional working on the executive management team of several highly effective nonprofits.  As a skilled consultant, she has helped grassroots organizations to grow, and led major initiatives for established non-profit organizations.  The range of organizations includes major medical facilities, human service organizations, environmental groups, children’s causes and arts/cultural organizations, among others. Recently, Sharon was appointed as a BoardSource Certified Governance Trainer.  In addition she conducts seminars and lectures through her many affiliations including AFP, Connecticut Association of Non-Profits, CCF, CLCC, FCCF, Westchester Association of Development Officers, CFNWC and the Rhode Island Foundation.

W1B Conversations with the Attorney General’s Office

Jon Green, Assistant Attorney General, Office of the Attorney General of the Commonwealth of Massachusetts
Join the AG’s Office for an update on the fiduciary responsibilities and legal issues that all board members must understand to carry out their roles.

Presenter Bio
Jon is an assistant attorney general in the Non-Profit Organizations/Public Charities Division of the Office of the Attorney General. He has held this position since 2008. Previously, Jon worked in the law department of a large municipality, focusing on litigation matters. He also worked for the law firm of Bingham McCutchen, as an associate in the project finance group. Jon received his undergraduate degree from the University of Pennsylvania and his law degree from the University of Chicago Law School.

W1C Updating Governing Documents
Thomas L. Guidi, Partner, Hemenway & Barnes LLP & Brad Bedingfield, Counsel, Hemenway & Barnes LLP
This program will provide an overview of best practices for updating by-laws and similar governing instruments for nonprofit organizations. We will survey the key provisions that modern by-laws should contain and will discuss practical solutions to common governance issues.

Presenter Bios

Tom is a partner in the Boston law firm of Hemenway & Barnes LLP where he has practiced since 1979. A principal focus of Tom’s practice is the representation of nonprofit organizations. He has assisted nonprofits in a wide variety of real estate, governance and organizational matters, including updating their by-laws, mergers and dissolutions. His nonprofit clients include educational, community, and religious organizations. Tom currently serves on the Board of Trustees of St. John’s Preparatory School and its Executive Committee, the Executive Board of the Dartmouth Educational Association, and the Board of Directors of the Real Estate Bar Association for Massachusetts and its Executive Committee. Tom lives in Danvers.

Brad works extensively with nonprofit organizations, navigating tax, regulatory, and governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolution, and advising on innovative use of charitable assets, including social impact bonds and other forms of impact investing. Brad also provides planning advice for international and domestic families, including structured charitable giving, estate planning and lifetime gifting strategies, and coordination of tax and legal requirements for cross-border families. Brad has over a decade of private practice with national firms and also previously worked as a tax law specialist with the Exempt Organizations Division of the IRS in Washington, D.C. Before his legal career, Brad obtained advanced degrees in English language and literature and taught medieval literature at universities in the United Kingdom, Japan, and the United States.

W1D Empowering Board Members for Successful Leadership
Nanette Fridman, Principal, Fridman Strategies

Is your board empowered to lead? Come discuss key components and behaviors of engaged boards and their leaders, learn the formula for activating your board, and identify red flags and pitfalls that discourage active leadership.

Presenter Bio
Nanette helps organizational leaders plan for success and solve challenges. She founded Fridman Strategies in 2006 to assist values-driven organizations and their leaders with the strategies, training and coaching to advance their missions and maximize their impact. Today her work focuses on strategic planning, governance, financial resource development, team building and leadership coaching. Nanette’s clients range from small start-ups to large international organizations across North America. Nanette is the author of On Board: What Every Board Member Must Know about Nonprofits and Board Service (2014), and she blogs regularly about management and leadership. Known for her good humor and high energy, Nanette is a frequent keynote speaker, workshop presenter, trainer and facilitator. Before founding Fridman Strategies, Nanette was a corporate attorney and a national field director for an advocacy organization. Nanette earned her Juris Doctorate, cum laude, and Masters in Public Policy from Georgetown University. She received her BA, summa cum laude, in political science from Tufts University. Nanette lives in Newton, Massachusetts with her husband and two children."

10:15–1:00  Morning Master Classes Spanning Workshop Sessions 1 and 2


MC1 Feasibility Study to Funding: Can Our Capital Campaign Be Successful and How Will We Make That Happen?
Rick Blain, CFRE, Principal, Richard R. Blain & Associates, LLC
We will explore the capital campaign process from testing our case for support to celebrating campaign success, and discuss what would motivate people to give and how we would encourage them to do so.

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Through presentation and discussion we will explore the capital campaign process beginning with identifying the need, developing our case for support, and testing the case through a feasibility study. We will also discuss roles and responsibilities of staff, Board and volunteers, and explore the motivation to give. We will review the typical phases of a campaign, methodology, and timing. And we will discuss traditional as well as non-traditional approaches to conducting a capital campaign.
Presenter Bio
Rick is a certified Fundraising Executive with more than 30 years experience, most as a consultant to nonprofits of various types. He established his own firm approximately 20 years ago, headquartered in North Andover and provides services in the areas of fundraising, public relations, strategic planning, and Board development and training. Fundraising assistance includes capital campaign planning and implementation, as well as expanding and enhancing ongoing development/advancement programs. He is a frequent speaker at various trade associations and service clubs. Rick currently serves on the following nonprofit Boards: Family Services of the Merrimack Valley, Lawrence Catholic Academy, Lazarus House Ministries, Merrimack Valley General Fund (ECCF), Exchange Club of Lawrence, New England Association of Catholic Advancement and Admissions Professionals.

MC2 Finance 101...and 201
David Orlinoff, Founder/Principal, Concord Financial Organization
Building on an introduction to the financial responsibilities and opportunities of trustees and executives, this class will help participants develop a roadmap to fiscal sustainability.

Presenter Bio
David is a financial executive and management consultant in the nonprofit community. David has more than 35 years of experience as a CFO and consultant and has been the interim CFO of such organizations as Franklin Pierce University, Oxfam America, Education Development Center, and Boston Ballet. Previously, David was the CFO of Combined Jewish Philanthropies and of two for-profit corporations. David is the finance committee chair of the Boston Jewish Arts Collaborative and a member of the audit committee of the United Way and has been board chair of three other nonprofits. He is a graduate of UCLA, Bentley College, and Harvard Business School and teaches graduate courses in nonprofit financial management at BU and Tufts.

MC3 Want Engagement? Practice involvement! Intentional Practices for Improved Board Meetings
Bernadette Orr, Adjunct faculty, Leadership That Works; Director, North Shore Community Health Network
Your Board can be one that provides ample space and time for members to apply their skills, discuss, plan, and decide together. This workshop will share practical approaches and tips for Board meetings that will shift your Board dynamics to emphasize inclusion and engagement. A better Board experience is possible!

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Too many Boards report their members don't enjoy coming to meetings, and too many agendas do little more than ask members to sit through a series of staff and committee reports.  Don't be one of the many!  Your Board can be one that provides ample space and time for members to apply their skills, discuss, plan, and decide together.  This workshop will share practical approaches and tips for Board meetings that will shift your Board dynamics to emphasize inclusion and engagement. A better Board experience is possible!
Presenter Bio
Coming soon...

MC4 Beyond Measurement: How to Learn From and Act On Data
Stephen Pratt, President, Impact Catalysts
Nonprofits collect three kinds of data—data that help test a hypothesis, data that serve a compliance function, and data that clog the organization's arteries. This session will focus on how to classify the data you collect and make sure your efforts lean on the great data, not the superfluous data. (Session best for experienced board members and EDs.)

Presenter Bio
Stephen is the President of Impact Catalysts, a partner to social enterprises and philanthropies. Prior to launching Impact Catalysts in 2016, he was a Partner and Director of Advisory Services at Root Cause. Steve has three decades of experience in nonprofit management, having served as CEO of two direct service organizations, two capacity-building intermediaries, and a scholarship foundation. Steve has also had a role in the founding of six social impact ventures including the Massachusetts Nonprofit Network.

MC5 Volunteers Matter: Strategically Engaging Volunteers to Maximize Your Impact
Lisl Hacker, Director of Training and TA, Massachusetts Service Alliance & Amy Mulvena, Program Manager, Commonwealth Corps
This workshop will share information and tools to help leadership reenvision how their organizations utilize the skills and time of volunteers. Effective volunteer management leads to greater impact including an overall better experience for volunteers.

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Research has shown that organizations that fundamentally leverage volunteers and their skills across all leadership levels and in all departments are more adaptable, sustainable and capable of scaling their impact when compared to peer organizations and, as a result, are better able to deliver on their social mission. More specifically, nonprofits that successfully engage volunteers are as effective as their peers without volunteers, but at almost half the median budget. In order to leverage volunteers effectively, organizations must have strong systems in place to manage volunteers effectively. This workshop will share information and tools to help organization reenvision how they utilize the skills and time of volunteers as well as provide examples of systems that support effective overall volunteer management.
Presenter Bios

Lisl first joined MSA in the fall of 2014 first as a consultant and then transitioning to the Director of Training and Technical Assistance where she oversees two separate training and TA grants from the Corporation for National and Community Service. She often jokes that her resume reads like a “choose your own adventure book” as she has had a lot of varied work experience ranging from teaching environmental education to supporting those with mental illness in a residential facility. Most recently she was an AmeriCorps Program Officer for YouthBuild USA. Lisl has a BA in German and Psychology from Bowdoin College and a MSW and EdM from Boston University. Although it has slowed down in recent years since becoming a parent (which is her true passion), she also has a passion for travelling and has visited almost 40 different countries.

Amy joined the MSA team in 2015 as the Commonwealth Corps Program Assistant and is currently the Commonwealth Corps Manager. She is responsible for the oversight and management of the Commonwealth Corps program, a statewide program that places a corps of members in service with host sites across Massachusetts. Prior to joining the MSA team, Amy worked at Tenacity Inc. as the Family Engagement Coordinator at the McCormick Middle School in Dorchester. Additionally, after graduating from college she served as an AmeriCorps Fellow with Tenacity Inc. at the Mary E. Curley School in Jamaica Plain. Amy graduated from Villanova University in 2013, with a BA in Spanish Language and Literature. Outside of her position at MSA, Amy is a volunteer U11 girl’s lacrosse coach with the Charlestown Lacrosse Learning Center, loves going for walks with her Chiweenie, Shaq, and playing tennis.

MC6 Strategic Plans: Maximizing the Opportunity
Tamasin Foote, Principal, Beacon Futures
To ensure it becomes a guiding force for your nonprofit, this workshop considers key elements of a strategic plan, ways to leverage the planning process and how to use the plan itself once approved.

Presenter Bio
Tamasin is known as a dynamic, compassionate, wise and vibrant leader, who through proven management and coaching expertise along with humor, empowers individuals to create results. She holds an unshakable belief that nothing is impossible, that obstacles are opportunities for creativity and each team can increase organizational effectiveness. With more than 30 years of experience as a corporate executive and consultant, Ms. Foote has been consistently successful in establishing a clear vision, creating a process to achieve it, enrolling stakeholders and holding all accountable for milestones and deadlines. A Certified and Organization and Relationship Systems trained Coach and member of the International Coach Federation, Ms. Foote combines her organizational experience with coaching to provide Executive Coaching, Leadership Development, Team Effectiveness and Strategic Planning. A highly skilled facilitator, Ms. Foote offers a wide range of experiential workshops and trainings. Ms. Foote received her MBA with Highest Honors from Simmons College and is a graduate of Princeton University.

11:45–1:00  Workshop Session 2


W2A Inclusive Leadership: Managing Our Unconscious Bias
Kenya Rutland, Chief Enthusiasm Officer, KJR Consulting, LLC
In this workshop, participants will learn how their minds naturally create unconscious biases and how those are used to inform judgments and decisions. As result of attending, participants will gain a deeper awareness of personal biases and learn strategies for managing them to foster a more inclusive workplace.

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Unconscious bias is a naturally occurring psychological phenomenon that helps people understand and navigate the world. However, left outside of our awareness, unconscious bias can have a negative effect as it may cause us to make unfair judgments about people who differ from us. In this workshop, participants will learn how their minds naturally create unconscious biases and how those are used to inform judgments and decisions. They will also learn how to identify their own unconscious biases and bring those into their awareness for examination. Finally, participants will learn how to manage the unwanted influence of any negative biases in order to help foster diversity and inclusion in the world around them. By the end of this workshop, participants should have a deeper awareness of personal biases and have learned new strategies for managing those to foster a more inclusive workplace. This workshop is ideal for professionals who are interested in fostering diversity and inclusion in their lives and at work.
Presenter Bio
Kenya is a passionate and trustworthy consultant who increases the confidence, motivation, and performance of others. He is a persuasive facilitative leader who uses his keen business acumen to build commitment and accountability among staff at all levels of any organization. Rutland has nearly 18 years of results oriented training and development experience. He attended the University of Georgia and the Morse School of Business and holds certifications on various learning and development topics. He is an avid golfer and a die-hard Yankees fan.

W2B Strategic Recruitment: Deliberately Building a Strong Board Profile
Troy A. Finn, Associate Vice President, University of New Hampshire Foundation
Every board member brings unique skills, strengths, and perspectives to your organization. Join our discussion to learn more about defining your board's ideal profile; mapping your existing board profile; and enabling strategic board member recruitment by creating a framework to identify gaps.

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Every board member brings unique skills, strengths, and perspectives to your organization. Building a balanced and diverse portfolio of professional, personal, and demographic backgrounds is essential to the vitality and effectiveness of the board. Join our discussion to learn more about defining your board's ideal profile, mapping your existing board profile, and enabling strategic board member recruitment by creating a framework to identify gaps.
Presenter Bio
Working closely with boards and organizations of all shapes and sizes, Troy brings more than 17 years of experience to his IFT presentation about building a strong board. As an AVP for Development at UNH and a former member of some of the nation’s most successful fundraising teams at Harvard, Columbia, and Dana-Farber, Troy specializes in translating best practices for advancement from large to small organizations, and has provided fundraising counsel to more than a dozen non-profits ranging from human service orgs to museums, independent schools, and small colleges. He obtained his master’s degree in management and finance at Harvard University Extension School, and his BA in Philosophy at the College of the Holy Cross. 

W2C Implementing Successful Grant Writing Strategies
Lauren Carr, Founding Principal, Lauren Carr Communications
Learn key ways to help your organization create successful grant proposals, including identifying funders that align with your mission, developing a content library, and more. (Session best for EDs of small and mid-sized organizations.)

Presenter Bio
Lauren brings more than 14 years of experience to her freelance writing consultancy, Lauren Carr Communications. She has served leading academic medical centers, higher education institutions, and local nonprofit organizations. As Director of Communications, Proposals, and Stewardship in the Office of Development at Beth Israel Deaconess Medical Center, Lauren managed a variety of high-profile writing projects for and about the hospital’s philanthropic donors. In Dana-Farber Cancer Institute’s Division of Development and the Jimmy Fund, Lauren's responsibilities spanned Corporate and Foundation Relations, Donor Relations, and Development Marketing throughout Dana-Farber’s successful $1 billion Mission Possible fundraising campaign. Additional experience includes volunteer leadership roles at Girls Inc. of Lynn and Arts After Hours. Lauren earned her B.A. in Communications from Simmons College.

W2D Using Financial Data to Inform Your Decisions: Realizing the Value of the Information You Already Have
Kate Mombourquette, Director of Accounting and Bookkeeping Services, Insource Services, Inc. & Adam Griffin, Director of Financial Consulting Services, Insource Services, Inc.
Financial health is a requisite for the success and sustainability of any organization. In this session, Board members and Executive Directors will gain insight on which financial information is critical to review and walk away with key questions to ask in order to assess financial health.

Presenter Bios

Kate manages Insource’s accounting and bookkeeping service delivery team and provides consulting services directly to clients as a Financial Analyst. Skilled at communicating financial information to non-finance managers, she specializes in assessing, creating, and implementing financial controls and accounting policies and procedures for client organizations. Mombourquette has more than a decade of supervisory experience in accounting and financial management in a wide variety of industries, with many of these years spent focused on nonprofits. She holds a BS in Business and Communications and an MBA focusing on nonprofits and small business from Northeastern University.

Adam manages Insource’s financial consulting service delivery team and provides consulting services directly to clients as a Senior Financial Manager. Skilled at providing decision making metrics, he oversees the day-to-day financial operations for nonprofit clients, ensures that best business practices are being followed, and operates as a strategic partner to his clients’ leadership teams. Griffin has more than 10 years of experience in accounting and financial management, with a focus on nonprofits. He holds a BBA in Accounting and an MSA from the Isenberg School of Management at the University of Massachusetts Amherst.


1:15–2:15  Lunch

Presentation: Update on ECCF’s Community Leadership Initiatives

2:30–3:45  Workshop Session 3


W3A Purpose-Driven Innovation
Dan Pallotta, CEO, Add Humanity
A powerful counter-intuitive exploration that deconstructs innovation from the perspective of love, frustration, presence, patience, courage and the desire to narrow the gap between the world as it is and the world as it could be.

W3B Become the Board Leader You Hope to Be
Gayle L. Gifford, ACFRE, President, Cause & Effect Inc.
A great board needs good leadership — from every board member. In this interactive case-based session, you’ll learn ways to reframe board, officer and committee work. After exploring how to develop a deeper bench of board leaders, you’ll leave with a growth plan for your own personal leadership.

Presenter Bio
A nationally-respected consultant, author and trainer, Gayle brings to the IFT her 30 years of experience providing strategic advising and consultation to the nonprofit and public sectors. Gayle's work enables organizations and networks to achieve consensus on their strategic direction and build needed capacity to realize their community impact. An adjunct instructor at Brown University and a board member herself, she is co-researcher on the national study Voices of Board Chairs. Gayle is author of two books and contributor to four others on nonprofit governance and fundraising.

W3C How Advocacy Accelerates Your Mission
Rick Jakious, District Director, Congressman Seth Moulton, U.S. House of Representatives
Effective policy advocacy and lobbying can be a game changer for your nonprofit and the people it serves. Break through the myths, confusions and stereotypes to become an effective advocate.

Presenter Bio
Rick serves as district director for Congressman Seth Moulton, and was the Chief Executive Officer of the Massachusetts Nonprofit Network. Prior, Rick played critical leadership roles over 13 years at City Year, Inc., helping to establish a program in Seattle, WA; turn around its founding site in Boston, MA; and refresh its flagship national corporate sponsorship program. Rick has also served in several roles with U.S. Representative Brian Baird, including Northern District Director and manager of the Congressman’s successful 2004 campaign. He is an active volunteer with RAW Artworks in Lynn and the John F. Kennedy Presidential Library. Rick resides in Swampscott with his wife, a middle school math teacher, and two young boys. He is a graduate of the University of Massachusetts, Amherst.

W3D Beyond Diversity to Inclusion
P. Stewart Lanier, Senior Associate, TSNE MissionWorks
How do organizations create an environment where people feel they can actively participate, where their contributions are respected and valued? This workshop is about taking that next step toward moving beyond the individualism of diversity to the systemic and cultural change needed to build inclusive organizations.

Presenter Bio
Stewart is an organizational development and executive transition specialist. He has worked with TSNE MissionWorks over the last eight years, leading executive searches, serving as an interim executive, leading strategic planning and organizational assessment processes. He has provided a wide range of consulting and interim leadership services to nonprofits, community and faith-based organizations for over 20 years. Stewart holds a Master of Science degree with distinction from American University’s NTL program in Organizational Development, as well as the M.Div. from Candler School of Theology, Emory University. He is a United Methodist pastor, and maintains his ordination in good standing in the New England Conference of that denomination. Stewart is a member of the White People Challenging Racism facilitator group and co-facilitates this anti-racism class at the Cambridge Center for Adult Education and other locations each year. He was also the recipient of the 2016 Drylongso Racial Justice Leadership Award from Community Change, Inc.

W3E Case Study Merger of Citizens Inn and Haven from Hunger
Corey Jackson, Executive Director, Citizens Inn
Hear about the strategy, process and lessons learned through the merger of two of Peabody's most well regarded nonprofits.

Presenter Bio
Corey, executive director of Citizens Inn and managing director of Arts After Hours, has been involved with community related causes since childhood, when a family friend, Mary Jane Lee, founded Citizens for Adequate Housing in response to a neighbor finding herself with nowhere to live. Mary Jane Lee and founding board members, including Corey’s father, Bill Jackson, built the first Inn Between on Main Street in Peabody. In 2010, Corey became actively involved as a trustee for the organization alongside his father. (You don't get more next-gen than that!) In 2013, Corey became executive director. A well-respected community leader with meaningful connections to the local business landscape, he also founded the Downtown Lynn nonprofit theater company Arts After Hours, now in its sixth season. An active contributor to the creation and ongoing programming of the Downtown Lynn Cultural District, Corey has been involved with many outdoor festivals, concerts, gallery shows, fundraisers and other community- building events. Corey served as a mayoral appointee to Lynn’s Off-Street Parking Commission and is on the boards of the Peabody Area Chamber of Commerce and the Peabody Cultural Collaborative. He is an active member of the Rotary Club of Peabody, North Shore Housing Action Group, and the North Shore HOME Consortium, including its Continuum of Care. 

W3F Getting Ready for Corporate Sponsorship
Susan K. Adler, Director of Corporate Relations, Cradles to Crayons
Before your organization acquires its first sponsor, it must be prepared for sponsorship. In this session, you will learn what you need to have in place to hit the ground running.

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Before your organization acquires its first sponsor, it must be prepared for sponsorship. In this session you will learn what you need to have in place to hit the ground running. The session will cover the following topics in detail: 1) What types of organizations sponsors support and why. 2) Your most valuable assets to a sponsor and how to maximize them to enhance your competitive advantage. 3) What goes into a sponsorship package that you can present to potential sponsors. 4) Putting together a sponsorship policy that will guide your relationships with future sponsors and prevent you from being pulled off course.
Presenter Bio
Susan has been involved with corporate sponsorships for 18 years. In her current position, she secures corporate funding for two signature initiatives. This includes leading the corporate development team in building a committee of senior business leaders to assist with corporate outreach; corporate funding strategy; a corporate funding pipeline; sponsorship levels and visibility and recognition packages. Additionally Susan guides marketing strategies and donor acknowledgement for these major initiatives. Previously, Susan served as Director of Special Events and Corporate Relations at The ALS Association, MA Chapter. This included building a presence for the Association within the corporate community, engaging corporate support for The Walk to Defeat ALS program, and Strike Out ALS Golf tournaments. Before that, she was the Membership Director for the Utility Contractors Association where, in addition to her work engaging members in galas, golf tournaments, scholarship auctions and seminars, she supported the editorial and advertising efforts for the business to business magazine published by the Association. Susan earned a BA in English from William Smith College. She is a member of Association of Fundraising Professionals, Massachusetts Nonprofit Network, and volunteers at Cradles to Crayons, Mainspring House, and Prostate Cancer Foundation.

W3G Investing for a Sustainable Future
Alice L. DonnaSelva, CFA, Consultant, Prime, Buchholz & Associates
Sustainable, responsible and impact investing - 3 ways to enhance the foundation’s mission through its investments. This session will provide an introduction to mission-aligned investing and resources to support trustees in learning more.

Presenter Bio
Alice joined Prime Buchholz in 2005 and has 14 years of industry experience. Prior to becoming a consultant, she served as an investment analyst for seven years. Alice serves as Chair of the Firm’s Sustainable Investment Committee and is a member of the Global Equity Committee. She provides advice, analysis, asset allocation modeling, and portfolio development support to endowments, foundations, and other types of clients. Previously, she was a research and client service associate at Whitegate Investment Counselors, a fee-only registered investment advisor. At Whitegate, she had the responsibility of maintaining the firm’s recommended investment list and worked on ad hoc research projects, wrote commentary for client reports and helped clients with operational tasks. Alice earned her B.A.A.S. in English Education from the University of Delaware and is a member of CFA Institute/Boston Security Analysts Society. 

W3H Developments in Employment Law for Executive Directors 
Laura E. Ogden, Esq., Director of Human Resources and General Counsel, Pingree School
Is your organization prepared to handle the recent changes in Massachusetts law pertaining to employees, including increased protections for pregnant workers and pay equity measures? This session will cover “hot topics” in employment law and best practices that are of critical importance to executive directors. (Session best for EDs.)

Presenter Bio
Laura joined the Pingree School earlier this year as the new Director of Human Resources and General Counsel. Laura was previously a partner at Morgan Brown & Joy, LLP, a labor and employment law firm in Boston. Laura also held a judicial clerkship for the Hon. Jaime Pieras, Jr., in the U.S. District Court for the District of Puerto Rico, and also worked as a litigation associate in a large Boston law firm. Laura is an MCAD-certified trainer on issues pertaining to harassment and discrimination. Laura has practiced before the state and federal courts in Massachusetts, as well as at the EEOC, MCAD, and various state anti-discrimination agencies.


3:45–4:30  Toast to Trustees Reception