Endowment Management for Higher Education

AGB Trusteeship Podcast

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yedi yıl önce eklendi

İçerik Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB) tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB) veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

7 gün önce33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

3 yıl önce 24:50

MP3•Bölüm sayfası

AGB recently released the second edition of Endowment Management for Higher Education. Since the first edition was published in 2017, the COVID-19 pandemic provided a quick stress test for endowments. In this podcast, AGB’s Executive Director of Philanthropic Governance David Bass discusses with Nikki Kraus, coauthor of the publication and Chief Client Officer of Strategic Investment Group, and Horacio Valerias, Chief Executive Officer of Frontier Global Partners and a member of the Virginia Tech Board of Visitors, how the environment in which investment committees operate today is different from the prepandemic era and some of the most important lessons learned in recent years.

54 bölüm

#College #Highereducation #Podcasting Education #Association Of Governing Boards AGB #Board #Government #Universe

Endowment Management for Higher Education

AGB Trusteeship Podcast

13 subscribers

published 3 yıl önce

Paylaş

MP3•Bölüm sayfası

54 bölüm

#College #Highereducation #Podcasting Education #Association Of Governing Boards AGB #Board #Government #Universe

Tüm bölümler

1
Board Independence and Neutrality 17:17

6 weeks önce17:17

17:17

As colleges and universities face mounting pressures from all directions - donors, politicians, alumni, and various interest groups - the ability of governing boards to maintain their independence has never been more crucial. This autonomy isn't about resisting political influence; it's about ensuring that boards can fulfill their fiduciary duties and make decisions that serve their institutions' missions and values. Board independence is key to institutions maintaining their role as crucial incubators of innovation, discovery, and democratic values. In this podcast, AGB President and CEO Fram Virjee discusses the vital role of independence and neutrality in today’s environment.…

1
Endowments: Spending Policy vs. Practice 24:13

12 weeks önce24:13

24:13

As colleges and universities attempt to navigate today’s challenging economic environment, they are increasingly relying on their endowments to fund operating costs. That sometimes means spending beyond their endowment’s spending policy guidelines, which presents a difficult dilemma: How do they serve present needs yet also safeguard the institution’s long-term financial sustainability? In this podcast, AGB’s David Bass speaks with Cambridge Associates’ Tracy Filosa about the balance that institutional leaders must strike between, on the one hand, meeting current demands and, on the other, ensuring that adequate resources will be available for future generations of stakeholders.…

1
Crafting Robust Succession Plans for Foundation Continuity and Growth 24:58

14 weeks önce24:58

24:58

Foundation boards must create leadership succession plans for themselves and their CEOs. In addition, a strong institution-foundation partnership is crucial when a university leadership transition occurs. In this podcast, originally presented as a webinar, AGB Consulting’s Natalie Boehm speaks with AGB Senior Consultant Jane DiFolco Parker and AGB’s Executive Director of Philanthropic Governance David Bass about the vital role of succession planning in ensuring continuity and growth for foundations.…

1
Black Woman on Board 24:33

18 weeks önce24:33

24:33

Dr. Claudia Hampton was the first Black woman to serve on the California State University Board of Trustees and was a key force in the fight for affirmative action in the CSU system. Hampton gained the trust of her predominantly male, white fellow board members by employing “sly civility.” In this podcast, AGB Executive Vice President Mary Papazian, former President of San Jose State University, speaks with Dr. Donna Nicol, who is the Associate Dean for Personnel and Curriculum in the College of Liberal Arts at California State University Long Beach and the author of Black Woman On Board , which chronicles Dr. Hampton’s tenure on the CSU board and her lasting influence on the Cal State system.…

1
Artificial Intelligence and Fundraising 24:39

24 weeks önce24:39

24:39

Artificial intelligence plays a key role in digital transformation, allowing institutions to scale their efforts and streamline their work. In this podcast, David Bass, AGB’s executive director of philanthropic governance, and Fundmetric CEO Mark Hobbs discuss the use of AI in fundraising in higher education. Effective use of AI and an improved data infrastructure can help you prioritize and personalize outreach, adapt to changing donor demographics, and identify untapped donor potential.…

1
Higher Education and the 2024 Election 15:15

27 weeks önce15:15

15:15

With the 2024 U.S. presidential election on the horizon, how do the Democratic and Republican Party platforms address higher education policy? The election outcome will affect students and institutions, and board members should prepare so they aren’t caught off guard. AGB’s Morgan Alexander and Penn Hill’s Alex Nock discuss the potential impacts of the election, highlighting the GOP's call for eliminating the U.S. Department of Education and the emphasis both parties place on Title IX and alternatives to four-year degrees.…

1
Title IX Regulations: What Boards Need to Know 29:49

33 weeks önce29:49

29:49

The U.S. Department of Education released the final rule on Title IX on April 29, 2024. These new regulations emphasize broader reporting standards and more mandatory reporters, which could lead to an increase in Title IX reporting. In this podcast, Sally Mason, president emerita of the University of Iowa and AGB Senior Consultant and Senior Fellow, and Peter Lake professor of law and director of the Center for Excellence in Higher Education Law and Policy at Stetson University and AGB Consultant discuss the implications of the final rule and what boards need to know.…

1
Strategic Enrollment Planning 23:31

39 weeks önce23:31

23:31

Strategic enrollment planning goes beyond attracting new students. It involves supporting current students, evaluating program offerings, and understanding the broader environment. In this podcast, Stuart Jones of Southern Utah University and Lew Sanborne of RNL speak with AGB’s Cristin Toutsi Grigos about the importance of board and campus-wide engagement in strategic enrollment planning, regular assessment of the impact of those strategies, and how thinking small can lead to big changes over time.…

1
Digital Transformation 23:07

41 weeks önce23:07

23:07

Changing student expectations, technological advances, and the need for flexibility have been driving a digital transformation in higher education. To make the most of that transformation, colleges and universities—and the boards that oversee them—need to develop a strategic plan and align technology with their institutional goals. In this episode, AGB Senior Consultant Amy Hilbelink, who most recently served as campus president of Pittsburgh, Online at South College, and Chris Moloney, associate vice president and associate managing principal of AGB Consulting, discuss the crucial role board members and trustees play in digital transformation.…

1
New Overtime Regulations - What Boards Need to Know 15:02

42 weeks önce15:02

15:02

The Department of Labor recently issued a new rule affecting exempt and non-exempt employee status, which classifies employees based on job characteristics and determines if employees are eligible for overtime pay. The new rule could change who falls into those classifications, including staff and faculty on campuses around the country. AGB’s Morgan Alexander speaks with Alex Nock of Penn Hill Group about the implications of the new rule for colleges and universities, and what questions boards should be asking senior administrators. For more information, see AGB's Policy Alert .…

1
FAFSA Delays: What Boards Need to Know 17:58

50 weeks önce17:58

17:58

The Free Application for Federal Student Aid (FAFSA) serves as the crucial link for students pursuing higher education by determining their financial support needs. However, this year's revised FAFSA rollout has encountered significant challenges—including false starts, communication issues, and inaccurate data—garnering attention both within and outside academia. These delays are causing widespread disruptions for students, families, and educational institutions, with particularly severe implications for colleges that serve economically disadvantaged students. In this podcast, AGB’s Morgan Alexander speaks with Alex Nock of Penn Hill Group about the implications of the FAFSA delay for higher education, as well as the pertinent questions boards should be asking.…

1
Board Independence Under Fire: Part II 18:04

1 year önce18:04

18:04

Boards play a critical role in protecting the autonomy of higher education institutions and must lead proactively to navigate challenges to independence. In part two of this podcast, Board Independence Under Fire, AGB Interim President and CEO Ellen Chaffee and AGB Senior Fellows and Senior Consultants Jill Derby and David Maxwell discuss the importance of education and dialogue within boards to understand their responsibilities, including safeguarding institutional integrity and academic freedom.…

1
Board Independence Under Fire: Part I 25:49

1 year önce25:49

25:49

While governing boards need to be open to input and recommendations from their college, foundation, or system’s stakeholders, they must also discern between what’s appropriate and what could compromise their independence and their institution’s mission and integrity. That’s especially important these days, as political polarization is increasingly creating challenges for board members in fulfilling their fiduciary duties of loyalty, obedience, and care. AGB released a Board of Directors’ Statement on Influences Impacting Governing Board Independence and Leadership in late 2023 to guide boards in the governance of their colleges, foundations, and systems; inform them of their roles and responsibilities; and clarify their relationships with those involved in the governance process. In part one of this two-part podcast, AGB Interim President and CEO Ellen Chaffee speaks with two people who serve as AGB senior consultants and senior fellows: Jill Derby, who previously was chair of the Nevada Board of Regents and is the current chair of the American University of Iraq in Kurdistan, and David Maxwell, president emeritus of Drake University and board member and former board chair at Grinnell College. Ellen, Jill, and David will explore the challenges faced by governing boards in upholding their fiduciary duty amid increasing external pressures, as well as highlight the importance of maintaining board independence and protecting institutions from any undue influences.…

1
Higher Education Risk Governance in an Increasingly Complex, Expansive, and Regulated Environment 23:20

1 year önce23:20

23:20

An effective enterprise risk management, or ERM, program is more than just identifying risks; it should add value to an organization by focusing on managing and monitoring risks over time. How do boards distinguish between disruptive and strategic risks? How do campuses address student mental health as a crucial area of risk? What are the key questions boards need to ask to assess the effectiveness of ERM and wellness initiatives at their institutions? In this podcast, Barbara McCuen Jones, AGB’s director of digital solutions speaks about the importance of adaptability, board involvement, and transparency in ERM programs with three leading experts: Leigh Goller, the chief audit, risk, and compliance officer for Duke University and Duke University Health System; Sharon McMullen, a consulting director at Huron, a global professional services firm; and Anne Pifer, a managing director at Huron.…

1
What Boards Need to Know about the Federal Budget 11:52

1 year önce11:52

11:52

A federal government shutdown loomed large in September, but a last-minute agreement pushed the conversation to November. In this podcast, AGB's Morgan Alexander talks with Alex Nock of the Penn Hill Group about the top-line budget issues affecting higher education, where Congress is in its deliberations, and what colleges and universities need to understand how the next round of budget talks will affect them.…

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