Public trust in the financial services industry has been breached. In order to restore trust, the industry needs to show its commitment to higher professional standards and practices. It must promote leaders of character - stewards. Stewardship is a global concept. It has the power to transform a culture that sorely needs leaders who are also excellent stewards. This course will elevate your awareness of what it takes to be an excellent steward of other people's money.

Moments occur in everyone's life that can transform things for the better. Here's another one. Dimensions of a Stewardship Culture will stimulate and enlighten you.

BENEFITS OF ATTENDING

• Learn first hand skills needed to perform properly the 4 disciplines of fiduciary duty.
• Hear the reasons that stewardship transcends ethics.
• From recent surveys gain new insights into the needs of a foundation's stakeholders.
• Conduct a self-assessment exercise that will identify your stewardship rating.
• Collaborate with peers on issues that are a universal challenge to all foundation trustees.
• Obtain high value training from experts in stewardship practices.

WHAT YOU WILL COVER

• The traits of excellent stewards.
• Stewardship principles.
• Stewardship practices that guide foundations to elite status.
• How to assess your organization's conformance to fiduciary standards of care.
• What it takes to lead a foundation to greater stewardship achievement.

WHO SHOULD ATTEND

Members of boards of directors, trustees, chief financial officers, members of investment committees and anyone else that affects the performance of donors' contributions.

Registration Fees.
The full fee is payable at the time of registration. All fees include the cost of seminar materials. Remember, this fee is tax-deductible (see Treas. Reg. 1 162-5). Please note: Registration fees and seminar schedules are subject to change without notice.

Transfer, cancellation, and refund policy.
You may transfer to a future session, send someone to take your place, or cancel without penalty at any time up to three weeks prior to your seminar. If you provide Roland|Criss with less than three weeks notice, or fail to attend, you will be liable for the entire seminar fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can. Please call us, therefore, at 1-800-440-3457.