StanD Out! - AFP Northeast Ohio Chapter

Association of Fundraising Professionals
Northeast Ohio Chapter
PRESORT STANDARD
US POSTAGE
PAI D
Career Success Institute
Akron, Ohio
Permit No. 870
A symposium for nonprofit professionals,
board members and volunteers
www.AFPNEO.org
PO Box 1286
Bath OH 44210
PRESENTED BY
april 22, 2016
7:45 am to 2:00 pm
Kent State University at Stark, Conference Center
6000 Frank Ave NW, North Canton, OH 44720
2014
Northeast Ohio Chapter
RETURN SERVICE REQUESTED
Registration Form
Complete one form for each registration or register online: www.AFPNEO.org/csi.htm.
Name & Title________________________________________________________________________________________________________________________________________
Organization_________________________________________________________________________________________________________________________________________
Address_____________________________________________________________________________________________________________________________________________
City, State, Zip______________________________________________________________________________________________________________________________________
Email Address (required)_________________________________________________________________________ Phone_______________________________________________
I prefer the following breakout sessions:
Note: Space is limited.
Preference will be given on a first-come basis.
8:45 - 9:45
1A: Power Prospecting: Finding Your Major Gift Opportunities 1B: Plugging into Ethical Fundraising with Social Media and Technology
1C: Energize Your Ask with the Two-Part Conversation
10:00 - 11:00 2A: Power Prospecting: Finding Your Major Gift Opportunities
2B: Why Today’s Tactics Won’t Work with Tomorrow’s Donors
2C: New Rules to Engage Corporate Sponsors
Costs (lunch included): AFP Members - $75 ($65 before 3/15/2016); Not-Yet Members - $120 ($110 before 3/15/2016)
Register 4 or more people from the same organization, and all can attend at the member rate.
I am a member of AFP
 Yes
 No
Total you will pay for CSI: $________________________________________________________________________
Payment option:
BE the CAUSE Campaign Contribution:* $__________________________________
 Check ... make checks payable to AFPNEO; mail this completed form with your check to AFPNEO, PO Box 1286, Bath, OH 44210.
 Charge ... (1) Register online at www.afpneo.org/csiregister.php and complete the payment process after you submit your registration;
(2) Fax this page to 330-315-0399 and then visit www.AFPNEO.org/pay.htm to pay by credit card.
Everyone who donates to the BE the CAUSE Campaign by Noon on April 22nd will be entered into a drawing for fabulous prizes!
For more information, visit www.AFPNEO.org/donate.htm.
FEATURING KEYNOTE SPEAKER
Jay Frost
Senior Partner - Jerold Panas, Linzy & Partners
STAND OUT!
Is your daily work bringing you closer to your big hairy audacious goal? Do
you need a big dream reboot? In the battle for our most precious resource and
nonrenewable resource — time — knowing what we want may be our most
important consideration. Jay will lead an exploration to rediscover our biggest
dreams, confront our darkest fears, and push beyond the daily obstacles and
temporary economic setbacks to shine at the office and beyond!
ABOUT CSI 2016: CSI focuses on the tools needed by development
professionals, board members, volunteers and professional advisors to reboot
and energize for fundraising success. Join us on April 22nd by registering at
www.afpneo.org/csi.htm.
AFP Members: $75
Non-Members: $120
(lunch included)
Early Bird Registration: Register by
March 15th and receive $10 off
www.AFPNEO.org/csi.htm
Register 4 or more people from
the same organization, and all can
attend at the member rate!
THERMAL SPONSOR
SC HE D U L E see www.AFPNEO.org/csi.htm for program descriptions
7:45 - 8:15
Registration & Continental Breakfast
Voltage Cards at Vendor Tables
8:15 - 8:30
Welcoming Remarks & BE the CAUSE Campaign
Laura Jo Hawk, President, AFPNEO
8:30 - 8:45
Voltage Cards at Vendor Tables
8:45 - 9:45
Breakout Sessions
1A: Power Prospecting: Finding Your Major Gift Opportunities
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners
1B: Plugging into Ethical Fundraising with Social Media and
David Tinker, CFRE - Vice President of Advancement, ACHIEVA
for the Future
Technology
1C: Energize Your Ask with the Two-Part Conversation
9:45 - 10:00
10:00 - 11:00
Mindy Aleman, CFRE, APR - Assistant Vice President, Kent State University Center for Gift
& Estate Planning and Dan Shephard, CFRE - Principal, The Shephard Group
Voltage Cards at Vendor Tables
Breakout Sessions
2A: Power Prospecting: Finding Your Major Gift Opportunities
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners
2B: Why Today’s Tactics Won’t Work with Tomorrow’s
Laura MacDonald, CFRE - President, Benefactor Group
for the Future
Donors
2C: New Rules to Engage Corporate Sponsors
Barbara Harrington - CEO, Sponsorship Plus
11:00 - 11:15
Voltage Cards at Vendor Tables
11:15 - 11:30
Introduction of Keynote Speaker
William Shivers - President, Greater Akron/Canton &
Mahoning Valley Regions, Huntington Bank
11:30 - 12:45
Keynote Presentation
Stand Out!
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners
12:45 - 1:00
Prize
Drawings & Closing Remarks
Tracy Schlemmer & Gina Campbell,
Co-Chairs, BE the CAUSE Campaign
Wendy Merkert & Barb Mucci, Co-Chairs, CSI
1:00 - 2:00
Lunch
DIRECTIONS
www.kent.edu/stark/cucc/
directions-maps
SPE AKE RS
see www.AFPNEO.org/csi.htm for complete bios
In his current position as Senior Partner with
Jerold Panas, Linzy & Partners, Jay Frost
brings over 25 years’ experience in discovering
and exploring major fundraising opportunities
for thousands of nonprofits. He has played
a leadership role in providing donor research
and analysis for the fundraising world.
These include serving as President/CEO at
FundraisingInfo.com and Chief Strategy Officer
at WealthEngine. He has been described by
industry leaders as “a beacon of light and
inspiration in the increasingly critical field of
international fundraising and philanthropy.”
Laura MacDonald, CFRE, has more than 25
years’ experience in nonprofit leadership,
fundraising, and philanthropy. Prior to
establishing Benefactor Group, Laura was
Chief Development Officer at The Ohio State
University’s Wexner Center for the Arts, where
she helped the organization secure its largestever corporate sponsorship and foundation
grant and highest membership. She chairs
the editorial review board for Giving USA:
The Annual Report on Philanthropy. She was
named the Central Ohio Chapter’s “Fundraising
Professional of the Year” in 2007.
A member of Kent State University’s
Institutional Advancement team since 1999,
Mindy Aleman, CFRE, APR, joined the Center
for Gift & Estate Planning in 2005 and was
promoted to Assistant VP in 2015. Mindy has
led successful campaigns for the Kent State
University Museum and School of Fashion
Design and Merchandising, the College of
Business Administration, the College of Arts
and Sciences, and the Cleveland Urban Design
Collaborative. Mindy provides training through
Gift Planning seminars and has authored
articles for national gift planning publications.
Dan Shephard, CFRE, is Principal of The
Shephard Group, which provides training and
consulting services focusing on the skill sets
most valuable to frontline fundraisers. Dan
knows from personal experience the value to
the major gift planner of being equipped with
both the competence and the confidence to
engage a potential donor in a discussion that
will result in a significant gift commitment.
Previously, he served as Planned Giving
Director for the Florida State University
Foundation. He is the author of Charitable
Choices – How to Avoid Donor’s Remorse.
Barbara Harrington, founder of Sponsorship
Plus, has created and implemented ethical
sponsorship programs for scores of clients in
markets across the country from Big Brothers
Big Sisters in Pennsylvania to the Indianapolis
Museum of Art to the Minnesota State Fair.
Clients often credit her Integrated Sponsorship
Path as the key to aligning real-world
solutions for sustainable sponsorship success.
She works closely with clients to create
sponsorship programs that deliver results to
the organization as well as drive sales for
corporate decision-makers.
Dave Tinker, CFRE, is Vice President of
Advancement at ACHIEVA and is an adjunct
professor of informatics at Muskingum
University’s Master of Information Strategy,
Systems and Technology program. He is a
certified AFP Master Trainer. He received the
Outstanding Fund Raising Executive Award
from the AFP Western PA chapter in 2013.
Dave not only received a Master of Public
Affairs with a concentration in Nonprofit
Management from the Lilly Family School of
Philanthropy at Indiana University, but has also
written curriculum for the school.
From the North:
ª77S to Portage Street exit &
make a right on Portage
From the South:
ª77N to Portage Street exit &
make a left on Portage
From Portage Street:
ªLeft on Frank
ªDrive past Kent State Stark and
the main entrance until you arrive
at University Street NW
ªTurn left onto University
ªThe Conference Center will be
on your left at the next campus
entrance
Donate Today!
www.afpneo.org/
donate.htm
For more than 25 years, our chapter has supported
development professionals through educational
programs, scholarships for AFP member dues and
education/conference fees, diversity in the fundraising
profession, leadership opportunities, and a Universal
Code of Ethics.
Through your support of the BE the CAUSE Campaign,
you help determine the future growth and development
of the fundraising profession. We count on your support
to help make it happen!
SC HE D U L E see www.AFPNEO.org/csi.htm for program descriptions
7:45 - 8:15
Registration & Continental Breakfast
Voltage Cards at Vendor Tables
8:15 - 8:30
Welcoming Remarks & BE the CAUSE Campaign
Laura Jo Hawk, President, AFPNEO
8:30 - 8:45
Voltage Cards at Vendor Tables
8:45 - 9:45
Breakout Sessions
1A: Power Prospecting: Finding Your Major Gift Opportunities
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners
1B: Plugging into Ethical Fundraising with Social Media and
David Tinker, CFRE - Vice President of Advancement, ACHIEVA
for the Future
Technology
1C: Energize Your Ask with the Two-Part Conversation
9:45 - 10:00
10:00 - 11:00
Mindy Aleman, CFRE, APR - Assistant Vice President, Kent State University Center for Gift
& Estate Planning and Dan Shephard, CFRE - Principal, The Shephard Group
Voltage Cards at Vendor Tables
Breakout Sessions
2A: Power Prospecting: Finding Your Major Gift Opportunities
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners
2B: Why Today’s Tactics Won’t Work with Tomorrow’s
Laura MacDonald, CFRE - President, Benefactor Group
for the Future
Donors
2C: New Rules to Engage Corporate Sponsors
Barbara Harrington - CEO, Sponsorship Plus
11:00 - 11:15
Voltage Cards at Vendor Tables
11:15 - 11:30
Introduction of Keynote Speaker
William Shivers - President, Greater Akron/Canton &
Mahoning Valley Regions, Huntington Bank
11:30 - 12:45
Keynote Presentation
Stand Out!
Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners
12:45 - 1:00
Prize
Drawings & Closing Remarks
Tracy Schlemmer & Gina Campbell,
Co-Chairs, BE the CAUSE Campaign
Wendy Merkert & Barb Mucci, Co-Chairs, CSI
1:00 - 2:00
Lunch
DIRECTIONS
www.kent.edu/stark/cucc/
directions-maps
SPE AKE RS
see www.AFPNEO.org/csi.htm for complete bios
In his current position as Senior Partner with
Jerold Panas, Linzy & Partners, Jay Frost
brings over 25 years’ experience in discovering
and exploring major fundraising opportunities
for thousands of nonprofits. He has played
a leadership role in providing donor research
and analysis for the fundraising world.
These include serving as President/CEO at
FundraisingInfo.com and Chief Strategy Officer
at WealthEngine. He has been described by
industry leaders as “a beacon of light and
inspiration in the increasingly critical field of
international fundraising and philanthropy.”
Laura MacDonald, CFRE, has more than 25
years’ experience in nonprofit leadership,
fundraising, and philanthropy. Prior to
establishing Benefactor Group, Laura was
Chief Development Officer at The Ohio State
University’s Wexner Center for the Arts, where
she helped the organization secure its largestever corporate sponsorship and foundation
grant and highest membership. She chairs
the editorial review board for Giving USA:
The Annual Report on Philanthropy. She was
named the Central Ohio Chapter’s “Fundraising
Professional of the Year” in 2007.
A member of Kent State University’s
Institutional Advancement team since 1999,
Mindy Aleman, CFRE, APR, joined the Center
for Gift & Estate Planning in 2005 and was
promoted to Assistant VP in 2015. Mindy has
led successful campaigns for the Kent State
University Museum and School of Fashion
Design and Merchandising, the College of
Business Administration, the College of Arts
and Sciences, and the Cleveland Urban Design
Collaborative. Mindy provides training through
Gift Planning seminars and has authored
articles for national gift planning publications.
Dan Shephard, CFRE, is Principal of The
Shephard Group, which provides training and
consulting services focusing on the skill sets
most valuable to frontline fundraisers. Dan
knows from personal experience the value to
the major gift planner of being equipped with
both the competence and the confidence to
engage a potential donor in a discussion that
will result in a significant gift commitment.
Previously, he served as Planned Giving
Director for the Florida State University
Foundation. He is the author of Charitable
Choices – How to Avoid Donor’s Remorse.
Barbara Harrington, founder of Sponsorship
Plus, has created and implemented ethical
sponsorship programs for scores of clients in
markets across the country from Big Brothers
Big Sisters in Pennsylvania to the Indianapolis
Museum of Art to the Minnesota State Fair.
Clients often credit her Integrated Sponsorship
Path as the key to aligning real-world
solutions for sustainable sponsorship success.
She works closely with clients to create
sponsorship programs that deliver results to
the organization as well as drive sales for
corporate decision-makers.
Dave Tinker, CFRE, is Vice President of
Advancement at ACHIEVA and is an adjunct
professor of informatics at Muskingum
University’s Master of Information Strategy,
Systems and Technology program. He is a
certified AFP Master Trainer. He received the
Outstanding Fund Raising Executive Award
from the AFP Western PA chapter in 2013.
Dave not only received a Master of Public
Affairs with a concentration in Nonprofit
Management from the Lilly Family School of
Philanthropy at Indiana University, but has also
written curriculum for the school.
From the North:
ª77S to Portage Street exit &
make a right on Portage
From the South:
ª77N to Portage Street exit &
make a left on Portage
From Portage Street:
ªLeft on Frank
ªDrive past Kent State Stark and
the main entrance until you arrive
at University Street NW
ªTurn left onto University
ªThe Conference Center will be
on your left at the next campus
entrance
Donate Today!
www.afpneo.org/
donate.htm
For more than 25 years, our chapter has supported
development professionals through educational
programs, scholarships for AFP member dues and
education/conference fees, diversity in the fundraising
profession, leadership opportunities, and a Universal
Code of Ethics.
Through your support of the BE the CAUSE Campaign,
you help determine the future growth and development
of the fundraising profession. We count on your support
to help make it happen!
Association of Fundraising Professionals
Northeast Ohio Chapter
PRESORT STANDARD
US POSTAGE
PAI D
Career Success Institute
Akron, Ohio
Permit No. 870
A symposium for nonprofit professionals,
board members and volunteers
www.AFPNEO.org
PO Box 1286
Bath OH 44210
PRESENTED BY
april 22, 2016
7:45 am to 2:00 pm
Kent State University at Stark, Conference Center
6000 Frank Ave NW, North Canton, OH 44720
2014
Northeast Ohio Chapter
RETURN SERVICE REQUESTED
Registration Form
Complete one form for each registration or register online: www.AFPNEO.org/csi.htm.
Name & Title________________________________________________________________________________________________________________________________________
Organization_________________________________________________________________________________________________________________________________________
Address_____________________________________________________________________________________________________________________________________________
City, State, Zip______________________________________________________________________________________________________________________________________
Email Address (required)_________________________________________________________________________ Phone_______________________________________________
I prefer the following breakout sessions:
Note: Space is limited.
Preference will be given on a first-come basis.
8:45 - 9:45
1A: Power Prospecting: Finding Your Major Gift Opportunities 1B: Plugging into Ethical Fundraising with Social Media and Technology
1C: Energize Your Ask with the Two-Part Conversation
10:00 - 11:00 2A: Power Prospecting: Finding Your Major Gift Opportunities
2B: Why Today’s Tactics Won’t Work with Tomorrow’s Donors
2C: New Rules to Engage Corporate Sponsors
Costs (lunch included): AFP Members - $75 ($65 before 3/15/2016); Not-Yet Members - $120 ($110 before 3/15/2016)
Register 4 or more people from the same organization, and all can attend at the member rate.
I am a member of AFP
 Yes
 No
Total you will pay for CSI: $________________________________________________________________________
Payment option:
BE the CAUSE Campaign Contribution:* $__________________________________
 Check ... make checks payable to AFPNEO; mail this completed form with your check to AFPNEO, PO Box 1286, Bath, OH 44210.
 Charge ... (1) Register online at www.afpneo.org/csiregister.php and complete the payment process after you submit your registration;
(2) Fax this page to 330-315-0399 and then visit www.AFPNEO.org/pay.htm to pay by credit card.
Everyone who donates to the BE the CAUSE Campaign by Noon on April 22nd will be entered into a drawing for fabulous prizes!
For more information, visit www.AFPNEO.org/donate.htm.
FEATURING KEYNOTE SPEAKER
Jay Frost
Senior Partner - Jerold Panas, Linzy & Partners
STAND OUT!
Is your daily work bringing you closer to your big hairy audacious goal? Do
you need a big dream reboot? In the battle for our most precious resource and
nonrenewable resource — time — knowing what we want may be our most
important consideration. Jay will lead an exploration to rediscover our biggest
dreams, confront our darkest fears, and push beyond the daily obstacles and
temporary economic setbacks to shine at the office and beyond!
ABOUT CSI 2016: CSI focuses on the tools needed by development
professionals, board members, volunteers and professional advisors to reboot
and energize for fundraising success. Join us on April 22nd by registering at
www.afpneo.org/csi.htm.
AFP Members: $75
Non-Members: $120
(lunch included)
Early Bird Registration: Register by
March 15th and receive $10 off
www.AFPNEO.org/csi.htm
Register 4 or more people from
the same organization, and all can
attend at the member rate!
THERMAL SPONSOR