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Please note that this schedule, session descriptions, and speakers are subject to change as we continue to plan the event.

Thursday, October 17 • 12:15pm - 2:30pm
Lunch Plenary: A Conversation with New and Graduating CEOs

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Being the non-family staff leader of a multi-generational family foundation is a privilege and honor. The path to engaging and furthering a family’s philanthropy is a special experience—but it can also be tough. This special conversation for CEOs, board members, and donors will feature a discussion between two highly respected CEOs in the process of exiting their long-time roles alongside two new CEOs just entering this role.

Lunch is available at 12:15 pm - the session begins at 1:00 pm.

For those attending the off-site visits at 2 pm, please sit towards the rear of the room (tables noted with reserved signs) to exit the session early. Thank you!

Related Resources
Relationship Between the Board Chair and CEO
The First Year in the Life of a New Executive Director
Family Ties: Multigenerational Family Foundation Board Engagement
Board Chair and Chief Executive Communications

Speakers
avatar for Jamie Allison

Jamie Allison

Executive Director, Walter & Elise Haas Fund
Jamie Allison is devoted to building a healthy, just, and vibrant society, one in which we work creatively and collaboratively to bring the benefits of inclusive community to all. Before joining the Walter & Elise Haas Fund as its Executive Director in 2018, Jamie helped lead the... Read More →
avatar for Don Chen

Don Chen

President, Surdna Foundation
Don Chen is the President of the Surdna Foundation where he leads the 100-year old foundation’s efforts to strengthen and further leverage its commitment to social justice.Prior to his appointment, Don was the Director of the Cities & States program at the Ford Foundation, where... Read More →
avatar for Jim Parsons

Jim Parsons

President, The Brinson Foundation
Jim Parsons is the President of The Brinson Foundation, a private family foundation based in Chicago which supports education and scientific research programs. Jim is a past chair of the Board of Directors of Forefront (formerly Donors Forum), where he continues to serve on the Development... Read More →
avatar for Nicholas A. Tedesco

Nicholas A. Tedesco

Incoming President and CEO, National Center for Family Philanthropy
Nicholas (Nick) Tedesco is the incoming President and Chief Executive Officer of the National Center for Family Philanthropy (NCFP). NCFP provides the resources, community, and encouragement families need to transform their values into effective giving that makes a lasting impact... Read More →
avatar for Richard Woo

Richard Woo

CEO, The Russell Family Foundation
Richard Woo is the chief executive officer of The Russell Family Foundation, where he collaborates with the board to guide the Foundation's strategic planning, programs and community affairs. Richard joined the organization in 2000 and has worked with three generations of the Russell... Read More →
avatar for Ellie Frey Zagel

Ellie Frey Zagel

Coach, Podcaster, Founder, Successful Generations, Vice Chair and Trustee, Frey Foundation
Through her company, Successful Generations, Ellie Frey Zagel offers coaching and support to next gen leaders in the family philanthropy and family business space. Her coaching is designed to help leaders find balance in their lives, achieve their goals, and ultimately attain personal... Read More →


Thursday October 17, 2019 12:15pm - 2:30pm
Chicago Ballroom, 5th Floor Chicago Marriott Downtown Magnificent Mile, 540 North Michigan Avenue, Chicago IL 60611