Non-Profit Leadership Summit

Non-Profit Leadership Summit A Gathering of Non-Profit CEOs Hayward Room The Hanover Inn at Dartmouth College Hanover, New Hampshire May 15, 2013

Underwritten with generous support from The Legacy Group | Hanover, NH at Morgan Stanley

Join a select group of non-profit Presidents, CEOs and Executive Directors for a networking summit and facilitated discussions facing charities today.

A fast-paced format will cover a range of critical issues, and provide an opportunity to meet and talk with leaders of Vermont and New Hampshire organizations.

Tentative schedule: 7:45 – 8:30

Registration and networking breakfast

8:15 – 8:30

Welcome and Introductions

8:30 – 9:45

Managing endowments and investments in turbulent times

9:45 – 10:00

Break

10:00 – 11:15

Health Plan Parallels – Healthy retirement outcomes with healthy business outcomes

11:15 –12:30

Governance and the CEO – Leadership best practices

12:30 – 1:30

Luncheon and Keynote Address: Jack McGuire, Former President and CEO of the American Red Cross

Change and Growth – How to create organizational strength and success in the face of today’s challenges

1:30 – 2:45

Fundraising in the 21st century– Positioning your organization for success

2:45 – 4:00

Leveraging Attention – How to create and promote your story

4:00 – 5:00

Networking and Refreshments

Location:

Hayward Room Hanover Inn at Dartmouth College Hanover, NH 03755

RSVP:

Space is limited. Please reply by May 1st to: Eric Werner at 802.442.7902 or eric.werner@morganstanley.com

Note: please email eric.werner@morganstanley.com for detailed program information.

Critical Issues facing Non-Profit CEOs in the New Economic, Legal, and Healthcare Landscapes

Non-Profit Leadership Summit Charitable organizations face a rapidly changing economic, social and cultural landscape. More than ever, non-profit decision-makers must stay abreast of innovations and opportunities in a competitive landscape.

Join other CEOs for a day of networking and discussion. Leading experts will provide valuable insights and facilitate discussions on key non-profit management issues.

The program will be fast-paced and focus on addressing questions and observations from the audience, and provide ample time for participants to network and share experiences with other non-profit CEOs. The Summit will be held at the newly renovated Hanover Inn at Dartmouth College, conveniently located just off I-91 in Hanover, New Hampshire.

Complimentary breakfast, lunch and afternoon refreshments will be served but space is limited.

The Legacy Group | Hanover, NH at Morgan Stanley: Providing charities, their employees and Boards with strategic financial and educational solutions The Non-profit Leadership Summit is made possible through the generous support of The Legacy Group, whose principals recognize the importance of supporting and encouraging leaders who improve the communities they serve.

The Legacy Group assists CEOs and charities by developing strategies to foster, encourage, and promote mission-based, financial stewardship We welcome your inquiry: Eric Werner 603-442-7902 eric.werner@morganstanley.com

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The Legacy Group ( l to r ): Eric Werner, Paul Buff CFP, and Randy Whatley CFP, CRPS

The Legacy Group | Hanover, NH at Morgan Stanley

Non-Profit Leadership Summit A Gathering of Non-Profit CEOs

Presenting Sponsors:

The Legacy Group at Morgan Stanley

203 Heater Road Lebanon NH 03766 603.442.7902 www.morganstanleyfa.com/legacygroup