- Laura Solomon, founder of Laura Solomon & Associates, a firm serving as general counsel to hundreds of nonprofit organizations. Ms. Solomon presented " What You Need to Know about Your Fiduciary Responsibilities," which outlined specific areas of fiduciary accountability for non-profit executives and Board members.
- Scott Holdman, Director of Operations and Innovation, Impact Foundation, hosted a session on high impact fundraising, equipping attendees with ways to maximize their ability to raise funds.
- Wendy McClanahan and Meridith Polin from McClanahan Associates, Inc., a professional evaluation firm servicing non-profits, presented "Making 'Cents' of Evaluation: Building a Strategy to Understand and Document Your Impact," which helped non-profit leaders gain a basic understanding of impact measurement and how it can help fulfill their mission.
- Mary Jane Bobyock, SEI's Director of the Non-profit Advisory Team, moderated a panel discussion featuring four non-profit attendees who shared case studies to illustrate their experiences in overseeing their endowments.
The event took place at SEI's global headquarters, a 90-acre campus just outside of Philadelphia. As part of the agenda, attendees were also provided access to SEI's recently opened IdeaFarm, a centuries-old farmhouse renovated into an innovation space.About SEI's Institutional GroupSEI's Institutional Group is one of the first and largest global providers of outsourced investment management services. The company delivers integrated retirement, healthcare and non-profit solutions to more than 475 clients in 13 countries. Our solutions are designed to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board designated funds. For more information visit: seic.com/institutions. About SEI SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management and investment operations solutions that help corporations, financial institutions, financial advisors and ultra-high-net-worth families create and manage wealth. As of March 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $779 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $297 billion in assets under management and $478 billion in client assets under administration. For more information, visit seic.com.
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