Wednesday, Oct 23

8:00 a.m. - 12:00 p.m.
Investing in a Civic Renaissance

Join us just before the kickoff of the 2019 Annual Meeting for Investing in a Civic Renaissance, a special event focusing on philanthropy’s best opportunities to repair our fractured civic culture. Bundle your registration here.

12:00 - 1:15 p.m.
Lunch
1:30 - 1:45 p.m.
Welcome and opening comments
  • Adam Meyerson, President, The Philanthropy Roundtable

1:45 - 2:45 p.m.
Opening plenary

Upward Mobility: Stepping Stones to the American Dream

Is the American Dream as strong as it once was? During this lively and optimistic discussion, led by the new president of the American Enterprise Institute, panelists will describe how government and civil society can help Americans strengthen their lives and families. Learn from a leading practitioner how social enterprises are helping people get and keep good jobs; a leading donor on how investments in early childhood education are unlocking human potential; and from leading scholars on the role government can play in strengthening the economy and improving public policy. 

  • Scott Cook, Co-founder, Inuit

  • Robert Doar, President, American Enterprise Institute

  • Carla Javits, President and CEO, Roberts Enterprise Development Fund

  • Michael Strain, Director of Economic Policy, American Enterprise Institute

2:45 - 3:15 p.m.
Break
3:15 - 4:30 p.m.
Concurrent sessions

Creating Lasting Impact After Foundation Sunset
For reasons ranging from protecting donor intent to maximizing present impact, foundations are increasingly choosing to sunset.  In some cases, foundation leaders are planning to spend down while keeping an eye on the future, focusing strategically on what will be left behind once the final grants are made. Panelists will discuss three spend-down models designed to ensure their missions continue after the doors are closed. This session will be moderated by Steve Anderson, president of the Donald W. Reynolds Foundation, which made its final grants in 2017.

  • Albert Chung, Chief of Staff, Edna McConnell Clark Foundation

  • David Egner, President and CEO, Ralph C. Wilson Jr. Foundation

  • Gisèle Huff, Executive Director, Jaquelin Hume Foundation

  • Steve Anderson, President, Donald W. Reynolds Foundation (Moderator)

 

The Promise and Pitfalls of Opportunity Zones
Opportunity Zones, established by Congress in the Tax Cuts and Jobs Act of 2017, are designed to infuse new capital investments to low-income communities nationwide. The tool has attracted the interest of well-known philanthropists including Sean Parker, Steve Case, and Jim Sorenson. However, the untested potential of opportunity zones is not without controversy. Where proponents see an economic development tool that can breathe new life into distressed communities, critics fear it will lead to gentrification that fails to benefit local residents. What do we know about these prospective investment vehicles, and how can they offer new hope to underserved communities?  

  • John Bailey, Fellow, Chan Zuckerberg Initiative and Advisor, Walton Family Foundation

  • David Edwards, CEO, Purpose Built Communities

  • Reginald Jones, President and CEO, Jacobs Center for Neighborhood Innovation

 

Preparing Teachers for the New Workforce Frontier
Philanthropy has been supporting innovations in school design, student-centric learning experiences, and workforce preparedness that will help prepare students for the knowledge economy of the future. However, most teacher education programs are set up to prepare educators for the traditional classroom setting. What types of skillsets will students require for the economic demands of tomorrow? How can teacher preparation programs be more responsive to newly designed schools and workforce-aligned learning opportunities? 

  • Sarah Fine, Director, Teaching Apprenticeship Program, High Tech High Graduate School of Education

  • Katy Knight, Deputy Executive Director, Siegel Family Endowment 

  • Allison Salisbury, Partner and Head of Innovation, Entangled Solutions

 

Countering Violent Extremism: Lessons from Ex-Radicals
This session will provide an overview of the threat of homegrown violent extremism and the distinctive role that philanthropy can play in deradicalization. An ex-jihadist and an ex-white supremacist will each describe his journey of radicalization, how and why he left the world of violent extremism, and the rehabilitation process. The session will offer wisdom on how to identify emerging recruits to violent extremism and re-direct their attentions, as well as successful strategies for encouraging exits from extremism. [we’ll have to ok this with Michael Davidson]

  • Michael Davidson, CEO, Gen Next

  • Brad Galloway, Research and Intervention Specialist, Organization for Prevention of Violence and Pacific Northwest Regional Coordinator, Against Violent Extremism Network

  • Mubin Shaikh, Founding Member, Against Violent Extremism Network

6:00 - 7:00 p.m.
Reception
7:00 - 7:05 p.m.
Invocation
  • Josh Kwan, President, The Gathering

7:05 - 8:30 p.m.
Dinner

Investing in Freedom

Join us for a conversation with Palantir co-founder Joe Lonsdale, a highly successful venture capitalist and one of the leading free-market philanthropists in Silicon Valley. A champion of free speech on campus and in public discourse, he wrote a remarkable essay in The Economist last year on the importance of defending the core ideas of Western civilization. His philanthropic initiatives include: the Cicero Institute which seeks entrepreneurial policy reform in multiple fields including regulation, health care, transportation, education, and housing; the Seasteading Institute creating floating cities where new public policy ideas can be tested; transparency and accountability in government; and viewpoint diversity in Silicon Valley.

  • Joe Lonsdale, Founding Partner, 8VC

  • Evan Baehr, Founder and CEO, Teneo (Interviewer)

Thursday, Oct 24

7:30 - 8:30 a.m.
Breakfast roundtable discussions
8:40 - 10:00 a.m.
Big Ideas

Bite-sized briefings on timely topics

Coming Back to Character

Dave Durocher was arrested for the first time at age 13. By age 38, he had been to prison four times for a total of 15 years. Arrested again and facing a 29-year sentence, the judge offered him the chance of a lifetime to forgo prison and enroll in the Delancey Street Foundation, a residential self-help organization. Exceeding his initial two-year commitment, Dave stayed for a total of eight years and became managing director. Now, he leads The Other Side Academy in Salt Lake City, a training school like Delancey Street. During this TED-style talk, Dave will introduce his personal experience in coming back to character. 

  • Dave Durocher, Managing Director, The Other Side Academy

  • Elizabeth Purvis, Senior Program Director, Kern Family Foundation (Introduction)

 

Boldly Engaging with Critics

Larry Kramer believes that one of the most destructive developments in our society is the “breakdown in our ability to debate and reason with others with whom we disagree.” A former Stanford Law dean, Larry argues that a great lawyer must listen with empathy and tolerance to opposing views. He’ll join us to discuss the Hewlett Foundation’s commitment to bring in speakers who fundamentally disagree with their program’s strategies to present their reasonings and arguments. He’ll detail the results of this practice, how they remained constructive and overcame resistance, and recommendations for other foundations who may think of implementing a similar policy. 

  • Larry Kramer, President, William and Flora Hewlett Foundation

  • Heather Templeton Dill, President, John Templeton Foundation (Introduction)

 

Positive Life Choices for Student Success

A social entrepreneur and proud product of the New York City public school system, Ian Rowe will join us to discuss successful life sequencing and how philanthropy can support the work of schools and families in empowering students of all backgrounds to make sound choices that break the cycle of generational poverty. The CEO of Public Prep will also highlight what he sees as narrow and misguided gauges of student progress that do not focus enough on socioeconomic factors such as family circumstance and other structural barriers. Ian will discuss how funders can help schools expand their locus of control that extends beyond the classroom, incorporates families, and ultimately informs the necessary interventions for student success.

  • Ian Rowe, CEO, Public Prep 

  • Checker Finn Jr., Distinguished Senior Fellow & President Emeritus, Thomas B. Fordham Institute (Introduction)

 

A Historic Battle Over Socialism

  • Amity Shlaes, Chairman, Calvin Coolidge Presidential Foundation

  • Elise Westhoff, Executive Director, The Snider Foundation (Introduction)

10:00 - 10:30 a.m.
Break
10:30 - 11:45 a.m.
Deep Dives

Dig deeper into the topic that interests you most

Coming Back to Character

Dave Durocher was arrested for the first time at age 13. By age 38, he had been to prison four times for a total of 15 years. Arrested again and facing a 29-year sentence, the judge offered him the chance of a lifetime to forgo prison and enroll in the Delancey Street Foundation, a residential self-help organization. Exceeding his initial two-year commitment, Dave stayed for a total of eight years and became managing director. Now, he leads The Other Side Academy in Salt Lake City, a training school like Delancey Street. In a conversation with the Parsons Foundation’s Wendy Garen, Dave will further discuss his personal transformation and the principles, practices, and business model of The Other Side Academy. 

  • Dave Durocher, Managing Director, The Other Side Academy

  • Wendy Garen, President and CEO, The Ralph M. Parsons Foundation (Moderator)

Boldly Engaging with Critics

Larry Kramer believes that one of the most destructive developments in our society is the “breakdown in our ability to debate and reason with others with whom we disagree.” A former Stanford Law dean, Larry argues that a great lawyer must listen with empathy and tolerance to opposing views. He’ll join us to discuss the Hewlett Foundation’s commitment to bring in speakers who fundamentally disagree with their program’s strategies to present their reasonings and arguments. He’ll detail the results of this practice, how they remained constructive and overcame resistance, and recommendations for other foundations who may think of implementing a similar policy. 

  • Larry Kramer, President, William and Flora Hewlett Foundation

  • Steven Hayward, Visiting Professor, Goldman School of Public Policy, University of California, Berkeley

     

Positive Life Choices for Student Success

A social entrepreneur and proud product of the New York City public school system, Ian Rowe will join us to discuss successful life sequencing and how philanthropy can support the work of schools and families in empowering students of all backgrounds to make sound choices that break the cycle of generational poverty. The CEO of Public Prep will also highlight what he sees as narrow and misguided gauges of student progress that do not focus enough on socioeconomic factors such as family circumstance and other structural barriers. In a conversation with Checker Finn Jr., he will discuss how funders can help schools expand their locus of control that extends beyond the classroom, incorporates families, and ultimately informs the necessary interventions for student success.

  • Ian Rowe, CEO, Public Prep 

  • Checker Finn Jr., Distinguished Senior Fellow & President Emeritus, Thomas B. Fordham Institute

 

A Historic Battle Over Socialism

  • Amity Shlaes, Chairman, Calvin Coolidge Presidential Foundation

11:45 a.m. - 12:00 p.m.
Break
12:00 - 1:45 p.m.
Presentation of the William E. Simon Prize for Philanthropic Leadership

The Philanthropy Roundtable is pleased to announce the selection of Russell L. Carson as the 2019 recipient of the William E. Simon Prize for Philanthropic Leadership.

  • Russ Carson, Chairman, The Carson Family Charitable Trust

  • Jim Perry, Managing Director, Madison Dearborn Partners (Interviewer)

1:45 - 2:15 p.m.
Break
2:15 - 5:15 p.m.
Concurrent Workshops

Meeting K-12 Challenges Head-on in Rural America
Across the country, philanthropists are applying unique investment strategies to address the challenges and adversity facing rural students and educators, whether those challenges are rooted in infrastructure, human capital, school design, or unique regional conditions. Due to the inherent isolation of rural areas, these strategies and solutions often operate disconnected from other donors, educators, and students who stand to benefit from information-sharing and establishing best practices. During this donor-led workshop, participants will engage in investment simulations and case studies; discuss common challenges and bonds that transcend geographic region; and discuss how donors are uniquely positioned to bolster rural student outcomes from pre-K to postsecondary.

  • Noemi Donoso, Senior Vice President, Wonderful Education 

  • Damon Gardenhire, Senior Program Officer, Oklahoma Region, Walton Personal Philanthropy Group

 

Prisoner or Patient? The Intersection of Mental Health and Criminal Justice
The largest providers of psychiatric care in the U.S. are not hospitals; they’re jails and prisons. With a lack of viable options, many offenders suffering from serious mental illness and substance addiction find themselves in a revolving door of crimes and arrests that only exacerbate their existing illnesses. But there is hope: jail diversion programs across the country are working to intercept these patients from the prison system to get them the help they desperately need. The evidence is clear: these programs benefit the people they serve, the criminal justice system, and local communities. Join us for this strategic workshop as we explore the role of philanthropy in spurring solutions to this crisis at scale.

  • Mark Holden, Senior Vice President and General Counsel, Koch Industries

  • Steven Leifman, Associate Administrative Judge, 11th Judicial Circuit of Florida

  • Michael Thompson, Vice President, Head of Government Performance, The Pew Charitable Trusts

 

Top 10 Mistakes Undermining Donor Intent
Protecting donor intent is essential to philanthropic integrity. To many, this is a simple concept and seems to be a straightforward task. In reality, it’s easier said than done. During this interactive workshop, we’ll cover the top ten mistakes philanthropists make that undermine their donor intent. Do you have a vague mission statement that fails to explain your values and principles? Have you brought on some board or staff members who view your philanthropy’s resources as their own? Have you established a family foundation that is mired in conflict because of radical philosophical differences among family members? These are some of the common challenges that our presenters will discuss in what we guarantee will be a lively and engaging conversation. 

  • Linda Childears, President and CEO, Daniels Fund

  • Kim Dennis, President and CEO, Searle Freedom Trust

  • Jim Piereson, President, William E. Simon Foundation

  • Tom Riley, President, Connelly Foundation

  • Ryan Stowers, Executive Director, Charles Koch Foundation

 

Warrior Workshop: Scalable Solutions for Veterans
In this two-part workshop, donors will discuss mental health and wellbeing for veterans, as well as successful resource coordination trends in the veteran community. Marcus Ruzek of The Marcus Foundation will open the conversation with recent developments in mental health and wellbeing for veterans, specifically through the concept of “posttraumatic growth.” Henry Montalbano of the Schultz Foundation will lead the second half of the workshop, discussing various models and best practices being used in veterans collaboratives across the nation.  

  • Henry Montalbano, Program Officer, Schultz Family Foundation

  • Marcus Ruzek, Senior Program Director, The Marcus Foundation

5:15 - 6:30 p.m.
Break / FIRE Livestream

The Foundation for Individual Rights in Education is celebrating 20 years of fighting for free speech, academic freedom, due process, religious liberty, and free thought on America's college campuses with a gala dinner in New York City. You can join the celebration from afar by watching a livestream of the dinner while at the Annual Meeting. 

 

Featuring Greg Lukianoff, Jonathan Rauch, Harvey Silverglate, and others.

6:30 - 7:45 p.m.
Reception-style dinner
8:00 - 9:00 p.m.
Evening salons

Who Killed Civil Society?

  • Howard Husock, Vice President, Research and Publications, Manhattan Institute for Policy Research

 

Don't Label Me

  • Irshad Manji, Founder, Moral Courage Academy

 

Miss Virginia

  • Virginia Walden Ford, Executive Producer, Miss Virginia

  • Frayda Levin, Director, Americans for Prosperity

  • Erin O'Connor, Executive Vice President and Chief Creative Officer, Moving Picture Institute

  • Nick Reid, Senior Vice President, Moving Picture Institute

Friday, Oct 25

7:15 - 8:00 a.m.
Continental networking breakfast and coffee
8:00 - 9:00 a.m.
Concurrent sessions

Cultivating Kid Entrepreneurs

  • Jack Harris, President and CEO, 3DE

  • Gayle Jagel, Founder and CEO, Youth Entrepreneurs Academy

  • Benita Melton, Program Director for Education, Charles Stewart Mott Foundation (Moderator)

 

Safe Havens for Foster Children

  • Andrew Brown, Director, Center for Families and Children, Texas Public Policy Foundation

  • Darcy Olsen, Founder and CEO, Generation Justice

  • Shelly Radic, President, Project 1:27

 

Should You Give through an LLC?

  • Kelli Rhee, President and CEO, Arnold Ventures

  • Jeff Hom, General Counsel, Omidyar Network

  • John Tyler, General Counsel, Secretary, and Chief Ethics Officer, Ewing Marion Kauffman Foundation (Moderator)

9:15 - 10:15 a.m.
Concurrent sessions

Beyond the Admissions Scandal: College Access and Mobility

  • Ryan Craig, Managing Director, University Ventures

  • Michael Lamb, Director, Program for Leadership and Character, F. M. Kirby Foundation, Wake Forest University

 

Cautions and Counsel on Self-dealing

  • Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata

  • Mason Rummel, President and CEO, James Graham Brown Foundation

 

Investing in Underserved Entrepreneurs 

  • Kesha Cash, Founder and General Partner, Impact America Fund

  • Victor Hwang, Vice President, Ewing Marion Kauffman Foundation

10:30 a.m. - 12:00 p.m.
Closing brunch

Resisting Hate with Free Speech, Not Censorship

  • Nadine Strossen, John Marshall Harlan II Professor of Law, New York Law School and Immediate Past President, American Civil Liberties Union

  • Michael McConnell, Director, Constitutional Law Center and Richard and Frances Mallery Professor of Law, Stanford Law School

12:15 p.m.
Optional local activities

To be announced