2026 Foundation & Endowment Fiduciary Symposium

Description

A dynamic educational experience designed for those who lead, manage, and help steward the future of foundations and endowments, including senior staff, officers, directors, trustees, board members, investment committee members, and other fiduciaries.

Against a backdrop of ongoing economic shifts and geopolitical complexity, this symposium is designed to offer timely insights, practical perspectives, and meaningful peer dialogue. We hope this experience helps you strengthen decision-making, enhance preparedness, and continue making an even greater impact on the organizations you serve.

9:30 a.m. - 10:00 a.m.Registration
10:00 a.m. - 10:15 a.m.Welcome and Opening Comments
10:15 a.m. - 11:00 a.m.The Strength of Talent: How to Grow Your People to Grow Your Impact (Part 1)
Mike Goldman, Leadership Team Coach, Author and Speaker
11:00 a.m. - 11:15 a.m.Break
11:15 a.m. - 12:00 p.m.The Strength of Talent: How to Grow Your People to Grow Your Impact (Part 2)
Mike Goldman, Leadership Team Coach, Author and Speaker
12:00 p.m. - 12:45 p.m.Networking Lunch
12:45 p.m. - 1:45 p.m.Panel: “From Intent to Impact: How Donors Build Charitable Plans”
Sarah Ott, CFP®, CPWA®, Senior Financial Planning Director, Morgan Stanley
Craig Styles, Executive Director, Morgan Stanley Philanthropy Management
Meg Hudgins, Executive Director, Morgan Stanley Family Office Resources, Wealth and Estate Planning Strategist
1:45 p.m. - 1:50 p.m.Break
1:50 p.m. - 2:35 p.m.Leadership in Sight: From Perspective to Practice in Nonprofit Leadership (Part 1)
Paul Thelen, Director of the Larned A. Waterman Iowa Nonprofit Resource Center
2:35 p.m. - 3:20 p.m.Leadership in Sight: From Perspective to Practice in Nonprofit Leadership (Part 2)
Paul Thelen, Director of the Larned A. Waterman Iowa Nonprofit Resource Center
3:20 p.m.Closing Comments & Adjourn
Contact phone
Event sponsor
The 801 Group at Morgan Stanley, 1080 Jordan Creek Pkwy, Suite 400N, West Des Moines, IA 50266
When
-
Location

Des Moines Golf and Country Club
1600 Jordan Creek Parkway
West Des Moines, IA 50266
United States

Event status
Scheduled
No
Cost
Free
Event Categories