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09Jun2025

Along the Road to 100% Mission Alignment

Monday, June 9, 2025 2:00pm
Video Conference
... move the $1 billion endowment of the California Wellness Foundation into mission alignment. She first moved a $50 million carveout of the endowment, and now she's moving the rest! Jason Ray of Zenith Wealth ... members to bring your own questions as well! Rochelle is a CPA and California Wellness' Chief Financial and ...
11Mar2022

Taking a Racial Equity Approach to Endowment Management

Friday, March 11, 2022
11:00am - 1:00pm
VIDEO CONFERENCE
... During this panel discussion you will learn about models for engagement and the types of external consultants ... equity in designing your RFP. Thanks to the Barra Foundation for sponsoring this session! Panelists Erika Seth Davies , Rhia Ventures (Facilitator) Bert Feuss , Community Capital Advisors Orim Graves, CFA , National ...