Foundation/endowment investment consultants advisors - Services Foundation/endowment investment consultants advisors - Investment Philosophy Foundation/endowment investment advisors - Investement Insights and Publications Foundation/endowment investment advisors - About Us Foundation/endowment investment consulting firm - Contact Us
Foundation Investment Advisors and Consultants
 

Colonial Consulting in the News

Michael Miller of Colonial Consulting to Present at the Council on Foundations 2011 Fall Conference for Community Foundations

Colonial Consulting Managing Director to Lecture on Financial Administration for Community Foundations and Present Investment Performance and Strategy Update

FOR IMMEDIATE RELEASE

New York, NY, September 19, 2011 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director Michael Miller will be presenting on key topics at the Council on Foundations 2011 Fall Conference for Community Foundations between September 19, 2011 and September 21, 2011.

Mr. Miller will be lecturing as part of a preconference program titled "Center for Community Foundation Excellence - Financial Administration for Community Foundations" and will also be presenting "Investment Performance and Strategy Update" in a separate conference session.

Financial Administration for Community Foundations provides an understanding of the many issues unique to community foundation finances and gives an orientation to the resources needed to be effective in roles with fiscal responsibility. This interactive course is designed so that attendees have a framework for developing policies and practices related to the National Standards; understand the legal and regulatory requirements specific to community foundations that are necessary to maintain full legal, ethical, and industry standards compliance; better understand the implications and trade-offs in policy decisions; understand factors to consider in cash management, asset allocation, and fees; be more conversant in complicated fiscal issues, and better able to take your case to your board; and learn how to find the right people to get the job done. Financial Administration for Community Foundations is intended for community foundation CEOs, managers, or trustees with fiscal responsibilities, and who are new to finance and fiscal administration.

Investment Performance and Strategy Update will review performance results and strategy through June 30, 2011, from the community foundation investment survey. The session will also cover various approaches to constructing peer groups and provide an update regarding the results of top-performing community foundations as identified in last year鈥檚 session.

The theme of this year's conference is 鈥淪TEPS,鈥 a metaphor for rising to new challenges and advancing the work of community foundations for the greater good. Through a host of thought-provoking sessions and exciting events, attendees will learn from colleagues around the country and get an insider鈥檚 view of unique approaches to problem-solving. The conference takes place in San Francisco, CA, between September 19 and 21. Information regarding the conference can be found at the conference web site.

About Colonial Consulting, LLC鈥ㄢ
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm's experience, expertise, and in-depth research, Colonial provides valuable investment advice and full service consulting so that its clients can meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial's efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.

About the Council on Foundations鈥
The Council on Foundations (www.cof.org), formed in 1949, is a nonprofit membership association of grantmaking foundations and corporations. Members of the Council include more than 1,750 independent, operating, community, public, and company-sponsored foundations, and corporate giving programs in the United States and abroad. The Council鈥檚 mission is to provide the opportunity, leadership, and tools needed by philanthropic organizations to expand, enhance, and sustain their ability to advance the common good.

Please direct all press inquiries to:鈥ㄢ
Charles Georgalas鈥
750 Third Avenue 20th Floor鈥
New York, NY 10017鈥
212-218-4900