Midwest Community Foundation Finance Course

Build your finance and management skills at this deep-dive training tailored to community foundation leaders and finance professionals. Registration includes breakfast and lunch in the meeting space on Friday, May 17. Dinner on Thursday, May 16 will be included if selected at the time of registration.   

This Midwest Community Foundation Finance course is jointly developed and hosted by Philanthropy Ohio, Indiana Philanthropy Alliance, Philanthropy Missouri and the Council of Michigan Foundations. Each organization has a limited number of seats available, which will be reallocated to other interested attendees if not filled by Friday, March 8. We expect demand to exceed capacity in the program, so please register early for this event. 

What you’ll take away

• A deeper understanding of key financial levers in your community foundation;
• An understanding of critical governance regulations; and
• Connections to colleagues across the Midwest.

Who should attend

This program is designed for finance professionals at community foundations. We invite the engagement of other foundation leaders with a baseline of financial knowledge to participate, as well as finance staff from any foundation type who may benefit from more generalized content areas of discussion.

Hotel Information

A very limited hotel block has been secured at the hotel venue. Please reserve your room by Monday, April 15, online or by calling 1-877-STAY-HGI or 419-873-0700 and asking for the Midwest Finance Course Group (group code 91D) rate.

Agenda 

Thursday, May 16, 2024

• Networking dinner (location TBD; please indicate RSVP upon registration)

Friday, May 17, 2024

• Registration & breakfast
• The Role of Finance in Your Foundation
• Finance Reporting & Budgeting
• Gifts & Fund Agreements
• Lunch
• Managing Investment Processes
• IRS & Reporting Regulations
• Group Dialogue and Debrief

Agenda times will be finalized during the planning process.