Our Leaders in Action

Throughout the year, members of the BoardSource team speak at conferences and events across the country about nonprofit board service. Take a look at our upcoming speaking engagements to see where we’re off to next.


September 12, 2:00-3:30 EDT: Measuring Effective Fundraising — A Framework to Evaluate Impact | Grantspace Webinar

Anne Wallestad, President & CEO
Andy Davis, Director of Education

Measuring Effective Fundraising: A Framework to Evaluate Impact
There is a lot of attention paid to how nonprofits raise the dollars they need to support their missions. You don’t have to look far to find news stories about organizations being accused of spending too much on fundraising.  But this orientation to fundraising fails to acknowledge how critically important it is for nonprofits to invest in strong strategic fundraising efforts. In this live, online training, you will learn about a new framework that helps boards and leadership teams measure and reflect on the efficacy of their fundraising efforts. Developed by BoardSource in partnership with Candid, the BBB Wise Giving Alliance (WGA), and the Association of Fundraising Professionals (AFP), this new framework is an entry point to more informed conversations about fundraising strategy and avoiding the risks of underinvesting in fundraising efforts.


October 1: Kindelsperger Forum with AFP Indiana | Indianapolis, IN

Anne Wallestad, President & CEO

The Board-Staff Fundraising Partnership: Speaking the Same Language About What Matters Most
When it comes to building a successful fundraising program, what’s the ultimate measure of success? Raising enough money to fund your budget? Growing in net performance? Engaging and retaining donors? All of these things matter, but when it comes to measuring fundraising effectiveness far too many organizations and their boards are spending a lot of time and energy on one measure: the cost of fundraising.  This hyper focus on the cost of fundraising can cause real organizational challenges. It encourages boards and leaders to underinvest in strong, sustainable, fundraising programs; and it reinforces harmful perspectives on the role of fundraising in fueling our organizations with the resources we need. Anne Wallestad, President & CEO of BoardSource, will share insights and suggestions about how boards and staff can cultivate a common understanding and language around fundraising strategy and metrics, drawing from the Measuring Fundraising Effectiveness framework, which was developed in partnership with GuideStar (now Candid), BBB Wise Giving Alliance, and the Association of Fundraising Professionals.  Join us to learn about how to build greater understanding, trust, and engagement in support of a strong fundraising partnership between board and staff.


October 17-19: Philanthropy Southwest 2019 Annual Conference | Colorado Springs, CO

Anne Wallestad, President & CEO

Essentials for Foundation Trustees: Governance, Accountability and Strategic Leadership
This session goes back to the basics about the trustee’s role, expectations and how to carry out effective governance.  The content will be presented through a unique frame of balancing fiduciary oversight and accountability with strategic leadership and partnership.

While governance issues are not one-size-fits-all,  this session will cover trustee responsibilities and best practices, including the board’s strategic and adaptive role and its role in overseeing the organization.  Board members are often well-versed in their oversight role (financial, legal, and ethical oversight), but may be less comfortable with their strategic and adaptive role (navigating a state of ongoing change and uncertainty).  Both roles are important for boards to successfully lead the organization in partnership with the executive.

  1. The learning objectives for this session include:
  2. Become versed at key governance roles and responsibilities of the board
  3. Gain insights on balancing fiduciary oversight and accountability with strategic leadership and partnership

Increase awareness for appropriate application of best practice within community, family, and independent foundations.This session is intended for:

  • New trustees seeking an introduction to the principles of foundation governance
  • Experienced trustees looking for a refresher and new ideas


November 13: Southeastern Council on Foundations Annual Meeting | Atlanta, GA

Anne Wallestad, President & CEO

Leveraging the Fundraising Partnership Between Boards, CEOs, and Development Staff

The executive and board partnership is essential, but – when it comes to fundraising – that’s sometimes easier said than done.   According to the most recent edition of Leading with Intent, fundraising tops the list of board challenges, as it has since BoardSource first started collecting these data in 1994.

There’s no question that fundraising is an important board function, but it’s not just about raising funds. It’s also about building fundraising literacy at the board level that helps the organization overcome common myths, which may lead to an underinvestment in fundraising. As a part of this session, Anne Wallestad, president & CEO of BoardSource,t will share the Measuring Fundraising Effectiveness framework and discuss how you can use it to build greater understanding, trust, and engagement in support of a strong fundraising partnership between board and staff.