BREAKOUT 1: A Rising Generation Redefines the Family Vision
Overview
When FOX member Elizabeth Carlock Phillips assumed leadership of the Phillips Foundation in 2013, she and the trustees moved deliberately and with great passion to re-align the corpus as well as the grant-making function of the foundation with their family values. In order to do so, she sought out new relationships with impact-oriented financial advisers and other experts to help achieve the family’s goals. Today, the Phillips family’s vision, mission, and values-orientation is guiding not only the family’s foundation assets, but also their family operating businesses and their broader investment strategy.
In this session, Elizabeth will share highlights from this journey, including the steps she and her husband, as rising generation family leaders, have taken to redefine Phillips Enterprises for the next era.
Presenter: Elizabeth Carlock Phillips, Executive Director, Phillips Foundation; Catherine Burnett, Chief Operating Officer, Phillips Foundation
Moderator: Shannon Cagnina, Chief Operating Officer, Phillips Enterprises