Agenda–At–A–Glance

Monday, July 11, 2005

7:00 a.m.—5:45 p.m.

Breakfast & Registration

Welcome

In this short session, participants will meet their colleagues. Please bring plenty of business cards for networking activities.

Analyzing Financial Statements

Learn the basics of reading and interpreting grantee financial documents in this fast-paced, interactive session. This two-hour session ensures plenty of time for all of your questions.

Evaluation: The Best Management Tool

This highly interactive session addresses the decisions grantmakers face when monitoring grants and evaluating programs. Learn an easy-to-assimilate evaluation model applicable to your everyday work.

Lunch Program: What Board Members Expect of Program Officers

Rolland C. Lowe, MD, president of the Lawrence Choy Lowe Memorial Fund, will share his anecdotes and strategies for building strong working relationships.

Managing Grants

This session introduces grantmaking styles, decision making processes and grants management. Included is a substantial Web notebook of additional forms and helpful grants administration and proposal checklists.

Tuesday, July 12, 2005

8:00 a.m.—4:15 p.m.

Breakfast

Ethics, Values and Inspiration

This session offers an approach for solving ethical philanthropy dilemmas, setting values and building better relationships with grantees.

Foundations and the Law

This popular two-hour session conducted by Council legal staff examines the basic laws affecting program officer work. Concepts, tax sections, terms and grantmakers' fiduciary responsibilities are made more easily understandable to the nonlawyer.

Special Lunch Program: Perspectives from a Foreign Land

Nicole Mones is the prizewinning author of two novels set in modern China, Lost in Translation and A Cup of Light. Her books explore culture, identity, ancestry and belonging, and they have been printed in nine languages. Join this local author as she shares her perceptions of being culturally different.

Grantee Relations: Partnering for Sustained Social Change

This session examines the traditional role of program officers and partnerships with grantees. Participants will come away with strategies and guiding principles for establishing and maintaining successful collaborative relationships.

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