Pricing (member / non-member)
- Full Conference: $335 / $435
- June 7 Only: $199 / $260
- June 8 Only: $175 / $225
We're excited to announce the theme of this year's conference—Inspiring Excellence in Philanthropy! Join us June 7-8 in Indianapolis to learn new models for improving operational efficiency, strengthening leadership skills, and achieving greater impact for social good in your community. This is the perfect opportunity for you to connect with Indiana's leaders in philanthropy and learn from national experts.
You also won't want to miss our keynote speaker, Paul Schmitz. Paul is a senior advisor to the Collective Impact Forum and the author of Everyone Leads: Building Leadership from the Community Up. He is also the former CEO of Public Allies, where he spent 21 years helping more than 5,600 diverse young leaders turn their passions to make a difference into careers working for community and social change.
Please contact Catrena Morrow (317.630.5200 Ext. 110) with any questions about the conference or how to register.
Stay connected with the conference through social media using #IPACON18 and following @inphilanthropy on Twitter. Stay tuned for more information about our conference app.
The conference will be held at the Indianapolis Marriot North, 3645 River Crossing Parkway, Indianapolis, Indiana 46240.
Indianapolis Marriott North offers complimentary on-site parking.
The hotel is located on East 86th Street, directly northeast of the Keystone Fashion Mall. Go east on 86th Street from Keystone Avenue to River Crossing Boulevard. Go north on River Crossing Boulevard to River Crossing Parkway, and the hotel is on the right.
Help us thank our presenting sponsor, Goelzer Investment Management, for their generous support!
Through his consulting firm Leading Inside Out and his role as Senior Advisor to The Collective Impact Forum, Paul Schmitz builds the collective leadership of organizations and communities to achieve greater social impact. Paul is the author of Everyone Leads: Building Leadership from the Community Up, and the former CEO of Public Allies, where he helped more than 5,000 diverse young adults begin careers working for community and social change. Paul is a faculty member of The Asset- Based Community Development Institute, was a social innovation advisor to the Obama White House, and has been named three separate years to The Nonprofit Times list of the 50 most influential nonprofit leaders in America. He lives in Milwaukee, Wisconsin with his wife and five children.
Christopher is a managing director and national sales executive within the Specialty Asset Management group at U.S. Trust, Bank of America Private Wealth Management. In this role, Chris is responsible for building and managing the sales initiative integrating the sophisticated and disciplined investment approaches of Real Estate, Timberland, Farm & Ranch, Oil & Gas, Minerals and Private Business Group solutions across all lines of business within Bank of America. He works with a team of specialty asset professionals that develop, implement, and execute these strategic non-financial assets into a broader asset allocation and investment strategy for individuals, families, and institutions.
Previously, Chris was a trust consultant and senior trust advisor with Bank of America where he provided guidance in the development of estate planning and investment strategies for high-net-worth clients. Prior to joining Bank of America, he served as a corporate counsel to both Raymond James and Associates and AEGON USA in the field of securities litigation. He has also practiced law in the state of Florida and was a Portfolio Manager with Bank of New York. Chris earned his B.A. degree from Guilford College and his Juris Doctorate from Stetson University.
Having supported and collaborated with foundations for 20 years, Sara has a deep knowledge of the legal, administrative, governance, and grantmaking functions of foundations. She brings an innate sense of what is practical when working with clients on strategic research and planning; grant program development; family and board engagement and succession; and retreat and meeting facilitation. Sara also understands the deeper work that revolves around managing change and building consensus among boards, staff, and communities. Prior to 2016, Sara shared her time between Intentional Philanthropy and Exponent Philanthropy where she served in senior positions for 15 years. Most recently, she has focused her energy on helping funders achieve impact and engage in evaluation. Prior to the impact work, she authored several publications including The Foundation Guidebook, The Trustee Handbook, and several legal primers. Sara’s prior work was in the field of community and economic development, after receiving her BA with honors in economics from Boston College.
Steve’s career includes 20 years with American City Bureau—a small, but nationally prominent fundraising counsel to nonprofit organizations. He worked with more than 150 client organizations engaged in local, regional, national, and international capital campaigns. He rose to the position of executive vice president and treasurer, where he was responsible for the day-to-day financial operations of the firm for seven years. In 2002, he assumed the position of chief operating officer for the Indiana Humanities Council where he was charged with developing and administering the Council’s $3.25 million budget, overseeing the day-to-day financial and human resource functions, and supervising all communication and development activities. Three years later, Steve assumed the position of executive director of the Wayne County Foundation.
Steve graduated, with honors, from Ohio State University with a degree in liberal arts, having completed a combined course of study in communication, marketing, and economics.
With 20 years of financial advisory and investment consulting experience, Jeff joined the Goelzer Investment Management (GIM) team in June of 2017 as an Institutional Investment Advisor. His primary focus is on providing comprehensive investment consulting solutions to institutional investors (endowments, foundations, and not-for-profit organizations). Before joining Goelzer Investment Management, Jeff was a Senior Vice President with Stifel Nicolaus, servicing both institutional clients as well as high-net-worth families. His investment consulting responsibilities included developing and implementing comprehensive portfolio strategies, engaging in business development, and providing client education. He began his financial career in 1997 as an Investment Adviser at John Hancock Mutual Life Insurance Company. Jeff earned an MBA at the Miller School of Business at Ball State University. Additionally, he earned his Bachelor of Science in Marketing & Distribution from Indiana University at Indianapolis. Jeff is a Chartered Alternative Investment Analyst (CAIA).
John serves as President and Chief Executive Officer of the Community Education Coalition (CEC) of Columbus, Indiana. The 20-year-old CEC is a nationally recognized not-for-profit organization committed to the development of an aligned, high quality community learning system supporting learners of all ages. Burnett is a founder of Southeastern Indiana’s EcO Network (Economic Opportunities through Education). The 10-year-old network was initially funded by more than $80 million in grants, including $43 million from Lilly Endowment Inc., and major funding by Cummins Foundation, Indiana’s Department of Workforce Development, and Lumina Foundation. The EcO Network program and services have achieved a high level of sustainability through K-12 and post-secondary education partners, industry, and community partners. As a member of CEC’s CivicLab (an institute for civic collaboration) he serves on the national team which supports Lumina Foundation’s Talent Hub mobilization strategy. Burnett previously served as President of the Irwin Financial Foundation, owned a successful Adecco Personnel Services business in Buffalo, New York, and served as a human resource executive at Cummins Engine Company.
Born and raised in Fort Wayne, Indiana, a single mother of four children, Michelle has been affiliated with The Rescue Mission for 14 years. Ten years ago, she started working part time as a third shift resident care staff at Charis House. Nine years ago, she was given the opportunity to come on full-time and was given the position of Intake Coordinator. Upon returning to school, Michelle added Case Manager to her job responsibilities. Two years ago she took on the position of Executive Assistant to the Vice President of Programs. Graduating from Indiana Tech with a BS in Human Services, she is now the Program Coordinator at The Rescue Mission.
As Director of Strategic Partnerships, Suzy Goelzer is responsible for managing and developing long-standing relationships with the firm’s institutional clients and prospects. These relationships include endowments and foundations, pension plans, and not-for-profit organizations that have entrusted Goelzer Investment Management to manage their portfolios.
With more than 25 years of prior business experience managing key account relationships with Fortune 500 companies, Suzy’s expertise is in creating educational campaigns that help investment boards and committees understand the complexities of serving as fiduciaries, as well as the benefits of building effective relationships with the portfolio managers who serve them. By providing creative, practical, and added-value ideas, Suzy expanded her industry reputation as a trusted advisor to a growing group of institutional investors. Suzy is a graduate of DePauw University where she earned a B.A. degree in English Literature.
Jill serves as the Program Director and primary contact for the Youth Philanthropy Initiative of Indiana (YPII), a signature program of Indiana Philanthropy Alliance. Jill oversees YPII's role in providing resources and technical assistance to promote and support youth philanthropy. She facilitates training on how foundations and nonprofit organizations can engage younger generations in their communities through the four pillars of youth philanthropy: serving, giving, leading, and engaging. Originally from Northwest Indiana, Jill brings over 20 years of experience in the nonprofit arena, with a strong focus on program and curriculum development, training/evaluation, grant writing, and nonprofit management. She’s a 2013 Indy’s Best and Brightest finalist that is passionate about lifelong learning, community collaboration, and empowering youth to take action and make a difference. Jill lives in Indianapolis with her curious son, creative husband, and nosey dog..
Crystal joined the Community Foundation of Southern Indiana in August 2011. She currently serves as the Director of Community Philanthropy for the Foundation. In this role she implements and oversees the grant-making philosophy and associated activities of the Foundation and provides direction and support to the Foundation’s grant and scholarship programs. In addition, she plays a major role in the Foundation’s outreach and community leadership efforts, representing the Foundation publicly, and implementing strategic initiatives related to the Foundation’s role as a community catalyst and convener. Through her role at the Foundation she plays a leadership role with many community philanthropic initiatives including Education Matters Southern Indiana, Align Southern Indiana, Women’s Foundation Southern Indiana, Youth Philanthropy Council, Ivy Tech Women’s Philanthropy Program, and Leadership Southern Indiana NexGen Program.
Neel joined the Ann Arbor Area Community Foundation (AAACF) in 2010, and became its CEO in 2015. Under Neel's leadership, AAACF and its partners received a national award for "Coordinated Funding," a broad public-private partnership to strengthen the local safety net. AAACF was also named 2016's fastest growing foundation in southeast Michigan by Crain's Detroit. Neel previously served as CEO of Nonprofit Enterprise Work and corporate attorney at Ford Motor Company. For the past decade Neel has taught a graduate course on nonprofit policy and management at the University of Michigan Ford School of Public Policy, and has been named to its teaching honor roll on numerous occasions. He’s been recognized nationally for his nonprofit leadership through two fellowships with the Independent Sector and American Express. Neel holds two degrees from Michigan: a BS with distinction in physics, and in honor of Newton’s third law, he then became a lawyer.
Jack is the Executive Director of CivicLab—an institute dedicated to advancing the practice of civic collaboration. CivicLab’s approach is to learn what makes community collaboration work at its best, document the discoveries, and teach and share the practices broadly. Prior to his work with CivicLab, he was the President of the Columbus Area Chamber of Commerce where he set in place an aggressive strategy of building on the power of place, increasing member engagement, and promoting the principles of entrepreneurship and innovation. Within two years of implementing its new strategic plan, the Columbus Chamber was named the Indiana Chamber of the Year in 2008. One year later, the American Chamber of Commerce Executives (ACCE) presented the Columbus Chamber with the National Chamber of the Year Award. While at the Chamber, he helped to champion a number of collaborative projects including the state-of-the-art Advanced Manufacturing Center of Excellence, the formation of a regional learning system through Economic Opportunities 2015, an online training academy for entrepreneurs called SmallBizU, the Indiana University Center for Art+Design, and the formation of the downtown Columbus Arts District.
Eric started working with the Community Foundation in 2003 as a youth grantmaker and has since worked in both the direct service and funding areas of nonprofits. Prior to joining HCCF full time, Hessel worked in youth programming and with the US Census Bureau, in addition to building relationships in the local community that assist in strategic and effective grantmaking decisions. Hessel, who grew up in Pittsboro, currently lives in downtown Indianapolis with his rescue dachshund.
Laura is the Clinical Director for Lutheran Social Services of Indiana where she has served for the past six years. She is a Licensed Clinical Social Worker, Licensed Clinical Addictions Counselor, and Certified EMDR Therapist with over 20 years of social work experience. Laura was the regional recipient of the National Association of Social Workers -2016 Social Worker of the Year Award. She has served as adjunct faculty for Indiana University’s Masters of Social Work program teaching social work practice and community mental health. Laura has a passion for serving her community’s most vulnerable members and believes in the power of relationship.
As senior vice president, Don leads Goelzer Investment Management’s Institutional Advisory Group and is a member of the firm’s Executive Management and Investment Policy Committees. With more than 23 years of financial industry experience, Don has achieved a long record in managing institutional, OCIO, and HNW private client portfolios. Before joining Goelzer Investment Management in 2007, Don was a Managing Director and Senior Vice President at JPMorgan. He also served as an Institutional Investment Consultant at Merrill Lynch & Co., Inc., where he co-managed larger institutional client portfolios.
Don is a licensed International Financial Analyst. He earned a Bachelor of Science in Financial Planning from Purdue University. He is founding Board Member and the Treasurer for New York based Cookies for Kid’s Cancer Foundation and serves on the Board of Cornea Research Foundation of America.
Jennifer is the Executive Director of Wellspring Interfaith Social Services. Her background includes earning a Human Services degree from Indiana University Purdue University Fort Wayne in 2012 and her Certificate in Executive Nonprofit Leadership from the Indiana University Lilly Family School of Philanthropy in 2017. Jennifer’s professional and volunteer experiences are concentrated in the nonprofit field. She has worked with a variety of organizations in DeKalb County and Allen County through internships, employment and Board service. Jennifer is passionate about evaluation, servant leadership, and changing the world!
Mindy, founder and president of Limelight Analytics, has worked as a program evaluator for 18 years, with expertise evaluating afterschool programs, early childhood environments, and healthy community initiatives. Prior to opening her own evaluation and assessment company, Dr. Hightower King served as a Research Scientist for the Center of Education and Lifelong Learning at Indiana University and the Director of Research and Policy Analysis at the Indiana Youth Institute. She currently holds an adjunct appointment in the School of Public and Environmental Affairs (SPEA) at Indiana University where she teaches courses on evaluation and performance. Dr. Hightower King earned her Ph.D. in Health Psychology from the University of California, Irvine and her BA in Psychology from the University of California, Los Angeles.
Tony consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. Tony is also managing the National Center for Family Philanthropy’s “Community Foundations Family Philanthropy Network.” He previously served as executive director of the Roy A. Hunt Foundation, a multi-generation family foundation. He facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management for the family. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and launched a social enterprise. He currently serves as a senior advisor to the Impact Finance Center, peer reviewer for The Foundation Review, and trustee of Awesome Boulder.
Dawn has been with the Foellinger Foundation since 1990 and has served as the Senior Program Officer since 2002. Dawn provides the lead staff support for the program operations of the Foundation and monitors the grant administrative processes. In addition, she is responsible for the implementation of the Foundation’s evaluation strategy. Prior to joining the Foundation, Dawn was the Financial Development Director for the YWCA and worked in Economic Development for the City of Fort Wayne. Dawn earned her B.A. in Business and her M.S. in Education from Indiana University.
Brett joined Goelzer Investment Management in 1990 and became President and Chief Operating Officer in 2003. A member of Goelzer’s Executive Management Committee, Brett also serves as Chairman of the Investment Policy Committee, a member of the Account Review Committee, and as trustee of the firm’s Employee Stock Ownership Plan (ESOP). Prior to joining Goelzer Investment Management, Brett served as a Financial Consultant with Shearson Lehman. He began his business career with InterFirst Bank of Dallas, serving in both Dallas, Texas and London, England.
Brett graduated from Indiana University in 1985 with a Bachelor of Science degree in Finance and later earned the Chartered Financial Analyst (“CFA”) designation. He is an active member of the CFA Society of Indianapolis. Brett is a recipient of the 2000 Indianapolis Business Journal’s “40 Under Forty” award, recognizing his achievements as a business and professional leader in the Indianapolis area.
Brett has long been active in civic, educational, and philanthropic organizations including the following: Indiana Chapter of The Nature Conservancy, Lincoln Collection Foundation, Indiana Landmarks Foundation, Indiana University School of Medicine Planned Giving Committee, Indiana University Kelly School of Business Dean’s Council, and Booth Tarkington Civic Theater's Board of Trustees.
Rose joined the Community Foundation of St. Joseph County when it was established in 1992. Under her leadership, the Foundation has grown to be one of the top 100 community foundations in the United States. Meissner holds an MBA from Indiana University’s Kelley School of Business, and a MA in English Literature, and a BA in Economics from the University of Notre Dame.
Joel joined Merrill Lynch in 2015, after 12 years with Morgan Stanley. He provides investment consulting services to institutions and families. His experience includes assisting clients with wealth management strategies, asset allocation, investment manager research, donor education, donor development, and overall relationship management. His other area of interest includes sustainable impact investing strategies, where he facilitates client education, thought leadership and portfolio implementation.
Joel graduated from Rockford University in 2000 with a Bachelor of Science degree. Joel serves on the Rockford University board of trustees, investment committee and human resources committee. He has volunteered on various committees with Forefront Illinois, Indiana Philanthropy Alliance, and the Sustainable Local Food Investment Group (SLoFIG). Joel lives in Chicago with his wife, Brooke, and two young daughters, Ava and Londyn. He spends his free time with family, enjoying the city and visiting relatives throughout the upper Midwest.
Kristen is senior manager in the office of the president at Grantmakers for Effective Organizations. In her position, Kristen supports the priorities of the president and CEO, facilitates the work of GEO’s Board of Directors, manages place based partnerships in California and North Carolina, and conducts research and develops programming on emerging topics in philanthropy.
Previously, Kristen worked for the U.S. Overseas Cooperative Development Council, a membership organization that promotes the use of cooperatives as a development paradigm. For four years she was managing director at The Bhutan Canada Foundation, a Canadian charitable organization dedicated to improving education in the Kingdom of Bhutan. Kristen began her career in communications and operations at The Unusual Suspects Theater Company in Los Angeles before working in fundraising at The Lucile Packard Foundation for Children’s Health in Palo Alto, CA and Macmillan Cancer Support in London, UK. Kristen received her master of public administration from American University’s School of Public Affairs. She is an alumna of the University of Southern California and a recipient of the Nonprofit Executive Scholarship at the Richard Ivey School of Business.
Lebaron is Senior Research Manager at Prosperity Now. As a member of the Applied Research team, Lebaron is one of the leads on the Prosperity Now Scorecard, providing data analysis, visualization and writing support for the initiative. He also provides analysis for Prosperity Now policy and programs teams, and for the Assets and Opportunity Network. Previously, Lebaron was a Research Associate at LISC MetroEdge in Chicago, IL, where he provided technical support, analysis, and data visualization for local economic development initiatives in cities across the country. Lebaron holds an M.A. in Urban Affairs from Loyola University Chicago, and a B.A. in Economics from California State University, Fresno.
Sharon retired from the Dekko Foundation earlier this year, after 20 years serving in the roles of Communications Director and Program Director. Prior to joining the Dekko Foundation, she was the executive director of the Whitley County Communication Foundation from 1991-97. Sharon holds a BS in journalism and has been a communications specialist in both consultant and staff roles for numerous nonprofit and for-profit businesses. Sharon served on the IPA Board of Directors and Co-Chair of the Member Services Committee.
Linda is the President and CEO of the Community Foundation of Southern Indiana. Her nonprofit work experience includes serving as Vice President of Development & Stewardship for the Community Foundation of Louisville, Vice President of Gift and Trust Administration for the Presbyterian Church (USA) Foundation, and Director of the Samuel L. Greenebaum Public Service Program at the Brandeis School of Law at the University of Louisville. She is a former litigation attorney with the Louisville law firm of Frost Brown Todd. She received her B.S. from the University of Kentucky and J.D. from the Vanderbilt University School of Law.
Linda serves on the board of the Indiana Philanthropy Alliance and chairs the IPA Education Committee. She is a member and Past President of the Southern Indiana Estate Planning Council, the Kentuckiana Partnership for Philanthropic Planning, and the Fund Raising Executives of Metro Louisville.
Jenna is a program officer with Ball Brothers Foundation, a family foundation based in Muncie. She joined the foundation staff in 2014 after working for social service agencies in Indianapolis, Saint Louis, and Washington, D.C. Jenna completed her Master’s Degree in Philanthropic Studies at the IU Lilly Family School of Philanthropy where she focused her studies on foundation giving. She writes occasional blogs for Exponent Philanthropy where she also completed the Next Gen program in 2016.
Stephen serves as the Senior Information Systems Auditor at Ball State University where he works with the University to assess the impact of information system controls on financial reporting. Previously, Stephen held the role of Senior Manager at CapinCrouse, a national public accounting firm, where he spent 10 years focused on the nonprofit industry, providing financial reporting and information technology assurance and consulting services to many types of organizations including colleges and universities, foundations, social service agencies, and global mission organizations. His experience affords him a unique perspective on nonprofit financial reporting and information technology/systems impacting financial reporting. He holds professional certifications including the CPA, CITP, and CISA.
Margarita is the Program Director for the Community Foundation of Noble County. She oversees the grantmaking activities of the foundation, and provides direction, and support for the foundation’s various grantmaking programs. Margarita empowers the next generation of philanthropists through her role as the Navigator for PULSE, the foundation’s youth philanthropy group, and her leadership of the Teens on Boards Program.
Indianapolis Marriott North provides for your effortless stay. Delight in easy access to an array of Northside attractions including the city of Carmel, Grand Park sports complex and the Indianapolis Museum of Art. We are also within walking distance of Keystone Crossing shopping and business district.
Attendees who book a room at the discounted rate in our block at the Indianapolis Marriott North will also receive:
Book your room now to receive the discounted rate of $164 per night. This rate will be available until Wednesday, May 23, but may sell out earlier.
To book a room, use the link below or call 1-317-705-0000 and mention you are booking as part of the 2018 IPA Conference block.