Philanthropy Australia Conference 2012
 

 

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Private Ancillary Fund (PAF) Governance Workshops


Philanthropy Australia presents a workshop tailored to donors, directors and trustees of Private Ancillary Funds (PAFs).

Based on our successful Understanding the Governance of Charitable Foundations Seminar, the PAF Governance Workshop explains the new rules governing PAFs (previously known as PPFs), including the Guidelines, relevant legislation, responsibilities of trustees, and transition arrangements.

Using the Private Ancillary Funds Trustee Handbook as a primary reference, this workshop is a great opportunity to engage in conversations around, and ask questions about, the intricacies of governing philanthropic foundations, and PAFs in particular.

» Download the PAF Trustee Handbook for free

Update: New Presenters for 2012

With the expansion of Philanthropy Australia's professional development in 2012, we have invited new presenters around the country to conduct individual PAF Workshops. These presenters have unique knowledge and experience in the philanthropy sector with particular focus on Private Ancillary Funds. See below for new presenter profiles.

 

Presenters

Andrew Thomas

Andrew Thomas
Perpetual Philanthropic Services

Andrew is the General Manager Philanthropy responsible for Perpetual's total Philanthropic Services including the management of over 450 Charitable Trusts, Private Ancillary Funds and The Perpetual Foundation.

In Andrew's professional career he has been the Executive Director of a large national not-for-profit organisation which operated in every State and Territory in Australia, providing a very hands on view to the matrix of various regulations that non-profit organisations face.

Most recently, Andrew has been appointed to the Board of the Royal Children's Hospital Foundation in Brisbane.

Andrew's professional qualifications include a Bachelor of Business (Accountancy), CPA and MBA.

David Ward

David Ward
Australian Philanthropic Services

David is a trustee, governance and structure consultant in the philanthropic community. He is on the Council of Philanthropy Australia and also Director of Social Ventures Australia (SVA) Australian Philanthropic Services.

David was the author of the Trustee Handbook: Role and Duties of Trustees of Charitable Trusts and Foundations (2008) and the Private Ancillary Funds Trustee Handbook (2009) for Philanthropy Australia and is the presenter of Trustee and Governance Workshops for Philanthropy Australia. David is also a Sessional Lecturer at Asia Pacific Centre for Social Investment & Philanthropy, Swinburne University, Melbourne.

He was a member of the international panel that developed the Investment Management Code of Conduct for Endowments, Foundations and Charitable Organisations for the CFA Institute (2009-2010).

David had 20 years' experience as a financial market executive with ANZ including four years as CEO of ANZ Trustees, which manages over 200 charitable trusts.

David has a BSC (Hons) and started his working life as a diplomat in New Zealand.

Peter Winneke

Peter Winneke
The Myer Family Company

Peter is a qualified Chartered Accountant. Upon completion of his degree, he spent eight years working in the insolvency and corporate recovery division at Andersen, followed by eight years of media acquisitions at Southern Cross Broadcasting (Australia) Limited. Over many years of overseas travel he developed a passion for philanthropy's ability to address some of the world's inequity.

He joined The Myer Foundation in 2003 as Finance Manager. Motivated by a desire to drive the growth of the philanthropic sector, in 2004 he founded the Philanthropic Services division of The Myer Family Company. In recent years he has established over 60 foundations and assisted with the implementation of their strategic giving programs. He is Secretary of the Sidney Myer Fund and The Myer Foundation and other foundations.

 

Workshop Calendar

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Last updated: 23 March 2012

PAF Governance Workshop Calendar

Sydney CBD

Perth CBD

Melbourne CBD

Brisbane CBD

Your City

Wednesday,
2 May 2012,
9:30am - 12:30pm

Presented by
David Ward

REGISTER ONLINE NOW

Tuesday,
22 May 2012,
2:30pm - 4:30pm

Presented by
Peter Winneke

REGISTER ONLINE NOW

Wednesday,
6 June 2012,
9:30am - 12:30pm

Presented by
Peter Winneke

REGISTER ONLINE NOW

Tuesday,
12 June 2012,
9:30am - 12:30pm

Presented by
Andrew Thomas

REGISTER ONLINE NOW

Would you like us to organise a PAF Governance Workshop in your city? Please let us know by submitting a Register of Interest.

Cost: All scheduled PAF Governance Workshops (except Perth) cost $395 for Members and $495 for Non-Members per attendee, including GST. The Perth workshop costs $295 for Members and $395 for non-members, including GST.

PLEASE NOTE:


Register Your Interest in Future Workshops

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By registering your interest in attending a workshop, organisers are able to gauge the number of attendees a workshop will have and which geographical areas have the most demand.

When new workshop dates are organised in areas that may be of interest to you, we'll be in touch to let you know.

» Click here to fill out our Register of Interest form

 


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