Philanthropy Australia Conference 2012
 

 

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Understanding the Governance of Charitable Foundations Seminar


Perhaps you've come across some of these questions in relation to your foundation. Can you answer them all?

If you don’t know the answers, Understanding the Governance of Charitable Foundations Seminar will help.

This seminar is an exploration of issues and considerations for trustees of charitable trusts and foundations in Australia.  Topics to be covered include the structure of charitable trusts, governance and the role trustees play; what trustees must do and what trustees should consider doing; and governance failure.

This seminar is an ideal base for new trustees and foundation staff; useful to those providing advice on setting up foundations and trusts; and an excellent reference document and aide memoire to those already familiar with its subject.  This seminar also provides an opportunity for those with significant interaction with foundations and trusts to understand the responsibilities and issues considered by Trustees.  

The trustee handbook on the Roles and Duties of Trustees of Charitable Trusts and Foundations in Australia will provide the materials for the seminar.  Created in consultation with Philanthropy Australia’s Members, this Trustee Handbook is an essential document for PPFs, Community Foundations, Family Foundations, Charitable Trusts and Ancillary Funds.

» Download the Trustee Handbook for free

 

Update: New Presenters for 2012

With the expansion of Philanthropy Australia's professional development in 2012, we have invited new presenters around the country to conduct individual Governance of Foundations Seminars. These presenters have unique knowledge and experience in the philanthropy sector with particular focus on foundation governance. See below for new presenter profiles.

 

Presenters

John McLeod

John McLeod
JBWere Philanthropic Services

John joined Goldman Sachs JBWere Philanthropic Services on its establishment in 2002 after 16 years in resource equity markets. His primary responsibilities were researching and analysing trends in the philanthropic sector; interpreting the findings to provide valuable insights for clients; and forging relationships between clients with a philanthropic interest and the not-for-profit sector. He has completed the Swinburne University postgraduate course in Philanthropy and Social Investment.

After retiring as a Principal and Executive Director of Goldman Sachs JBWere, John has able to devote more time to both his family's interests in private philanthropy and broader education through independent consultancy in the sector while still conducting research for the Philanthropic Services team at JBWere.

David Ward

David Ward
Private Ancillary Fund Service, Social Ventures Australia

David is a trustee, governance and structure consultant in the philanthropic community. He is on the Council of Philanthropy Australia and also Director of Social Ventures Australia (SVA) Private Ancillary Fund Service.

David was the author of the Trustee Handbook: Role and Duties of Trustees of Charitable Trusts and Foundations (2008) and the Private Ancillary Funds Trustee Handbook (2009) for Philanthropy Australia and is the presenter of Trustee and Governance Workshops for Philanthropy Australia. David is also a Sessional Lecturer at Asia Pacific Centre for Social Investment & Philanthropy, Swinburne University, Melbourne.

He was a member of the international panel that developed the Investment Management Code of Conduct for Endowments, Foundations and Charitable Organisations for the CFA Institute (2009-2010).

David had 20 years' experience as a financial market executive with ANZ including four years as CEO of ANZ Trustees, which manages over 200 charitable trusts.

David has a BSC (Hons) and started his working life as a diplomat in New Zealand.

Teresa Zolnierkiewicz

Teresa Zolnierkiewicz
Head of Philanthropy, ANZ Trustees

Teresa is a senior leader on the management board of ANZ Trustees, responsible for strategic direction and operational oversight across the company's full range of traditional and innovative trustee and investment services.

As Head of Philanthropy she is responsible for inspiring and growing philanthropy and representing the ANZ Trustees' approach to philanthropy including oversight for the quality of grantmaking and programs for 255 charitable foundations at ANZ Trustees with an annual distribution pool of $75 million from charitable assets of around $1.1billion.

 

Seminar Calendar

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Last updated: 23 March 2012

Governance of Charitable Foundations Seminar Calendar

Sydney CBD

Melbourne CBD

Your City

Tuesday,
9 October 2012,
9:30am - 12:30pm

Presented by
John McLeod

REGISTER ONLINE NOW

Wednesday,
10 October 2012,
9:30am - 12:30pm

Presented by
David Ward

REGISTER ONLINE NOW

Would you like us to organise a Governance of Charitable Foundations Seminar in your city? Please let us know by submitting a Register of Interest.

Cost: All scheduled Governance of Charitable Foundations Seminars cost $395 for Members and $495 for Non-Members per attendee, including GST.

PLEASE NOTE:


Register Your Interest in Future Seminars

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By registering your interest in attending a seminar, organisers are able to gauge the number of attendees a seminar will have and which geographical areas have the most demand.

When new seminar dates are organised in areas that may be of interest to you, we'll be in touch to let you know.

» Click here to fill out our Register of Interest form

 


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