What is ironic and wonderful is that my misread led to interpreting a blog post as a call to give away intellectual property. That misunderstanding launched the pursuit of questions I still haven’t finished asking. My questions were sparked by the idea that giving impactful programs away is the best way to scale did not […]

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. Commenting on being selected as a finalist, Michelle Walker, Founder and Principal Consultant, Walker Philanthropic Consulting said: “We are delighted to have been selected […]

Nonprofits were asked if employee of the organization hold the rights to any of the intellectual property in use by the organization. Eighteen (18) respondents replied that no individuals hold rights to the organization’s IP. Though one respondent did not answer this question, all nineteen (19) respondents answered the follow-up question of whether there is […]

It’s never too late to discuss charitable goals with a client.

The New Year holiday has always been my favorite. I enjoy the self-reflection that resolutions invite even when I’ve fallen short…

Perspective, new points of view, and frameworks I’ve never encountered are some of the more exciting things about conferences for me. Today was no exception to that. Every paper panel was full of interesting approaches to research and bringing new perspective to what might seem, to some, well explored territory. Toby Egan presented a paper […]

A nonprofit’s intellectual property assets require governance oversight and thoughtful management as part of the board’s fiduciary duty.

I’m excited to have my first guest blog published! A paper I presented at ARNOVA last November got the attention of the folks at Drexel University LeBow College of Business. My hearty thanks to Dr. Patricia Harrison, Patricia Connolly, and Alyssa Abbott at The Raj & Kamla Gupta Governance Center for featuring Assets Beyond the […]

WPC is please to announce that Governance Teams, Fiduciary Duty, and Intellectual Property, the paper presented at International Society for Third Sector Research 2018 conference has been accepted as a Working Paper. The paper underwent a peer review process and is available as part of the ISTR Working Papers XI series. All of the papers […]

Today was a mash-up of topics. However, at least one paper in each session I attended ended up touching on how the past, sometimes irrationally, sometimes inaccurately, informs our present decisions and impacts our future outcomes. Anyone who knew me in grad school knew that I was obsessed with the concept of perpetuity, dead hand, […]