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2010 LUNCHEON PROGRAMS
Programs take place at Quattro Pazzi, Norwalk, CT
from 12:00 - 2:00 p.m.
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Date |
Topic |
Speaker(s) |
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January 7 |
International Rescue
Committee’s Freedom Fund: The Tale of the Ugly Duckling
Sponsored by
Empowering Resources (Jack Hickey-Williams -
JackH@ccgb.org) |
Janet
Harris, Vice President of Development, International Rescue Committee
Hugh Dwyer, Director of
Development & Operations, International Rescue Committee Poonam Prasad, Founder and
President, Prasad Consulting and Research |
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February 4 |
50
Things I've
Learned in 10,000 Days in Fund-raising
Sponsored by Danziger &
Markhoff LLP
www.dmlawyers.com |
Jerry F. Smith,
CFRE
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March 4 |
What are the
Needs and Wants of Your Donors? How to Use Focus Groups and Surveys to
Get that Information |
Steve Farkas,
President of Farkas Duffett Research Group
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April 1 |
Communicating the Case for Support in the New
“Normal:” Balancing Urgency with Optimism
Sponsored by
The Principal
Financial Group
www.Principal.com (Bob Lockery
- Cell 203-605-1105) |
Alice Roebuck,
Director of Reunion Giving,
Harvard College Fund |
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May 6 |
Looking
Ahead: The World After the Recovery – Focusing on the Next Generation of Donors and Using Social Media
Sponsors:
People’s United Bank
www.peoples.com,
203.338.7171
Real
Fundraising
Jonathan
Spinner, Principal, 860-674-9528,
jspinner@real-fundraising.com
Bernstein Global Wealth Management
Mark A. DeCruccio, Vice President,
917-605-0069,
mark.decruccio@bernstein.com |
Stephen M. Jakab, CFRE, President of the Bridgeport
Hospital Foundation
J.R. Logan, Director of New Media Strategies for
United Way
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June 3 |
Advancing Your Fundraising Career When Your
Budget – and Your Time – is Tight
Sponsored by
Neuberger Berman
David W. Marinofsky ARPC - VP,
Retirement Specialist, Tel: 617.619.4612; cell: 347.417.0970;
david.marinofsky@nb.com
|
Joseph Staley, CFRE President & CEO,
Staley/Robeson |
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September 2 |
It’s the Quality
and the Quantity: Donor Retention
Sponsored by
Grossman Marketing Group
Tom Cummings
- Phone:
860.727.9100 X 102;
Toll Free: 800.233.8407; Cell: 203.952.5664
Email:
tcummings@grossmanmarketing.com
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Jill Westgard, CFRE |
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October 7 |
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December 2 |
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2009 LUNCHEON PROGRAMS
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Date |
Topic |
Speaker(s) |
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January 8 |
TRENDS IN FUNDRAISING & AFP'S STATE OF FUNDRAISING SURVEY |
Mike
Winn - AFP Director of Chapter Services, Eastern US |
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February 5 |
The
Art of the Ask
Sponsored by Danziger &
Markhoff LLP
www.dmlawyers.com |
Carolyn O’Brien -
SVP, Development &
Communications, AmeriCares
Christine Seaver - Co-Chair of the St. Luke’s
Development Committee
Bridget Murphy, CFRE
-
Graham-Pelton Consulting
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|
March 5 |
The
Power of Strategic Donor Relations: More than Stewardship |
Janet
L. Hedrick, CFRE |
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April 2 |
50
Asks in 50 Weeks: How to Jumpstart Your Development Office
Sponsored by The Grossman Marketing Group
www.grossmanmarketing.com |
Amy
M. Eisenstein, MPA, CFRE |
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May 7 |
Understanding the Philanthropic Biography of
Donors:
How to Make Giving More Emotionally Rewarding and
Fulfilling
(Session One)
AND
Wealth, Wealth Transfer, and Charitable Giving: What’s Happening in Today’s Environment…and What
This Means for You
(Session Two)
Morning session sponsored by
People's United Bank
Afternoon
session sponsored by
Empowering
Resources |
Paul G. Schervish, Center on Wealth &
Philanthropy |
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June 4 |
Marketing
Planned Giving in Tough Economic Times
Sponsored by
Pentera, Inc. |
Claudine Donikian, JD, MBA |
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July 16 |
Summer Social
Sponsored by David Schlakman |
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September 10 |
Demonstrate Your Value to Donors Through the Use of Financial Statements
Sponsored by
Neuberger Berman |
Alison
Warner - Vice President, Financial Services, Easy Office
Christian A. Templeman -
Financial Advisor, The HTC Group, Morgan Stanley Smith Barney
Joy Hunter Chaillou - Financial Advisor, The HTC Group,
Morgan Stanley Smith Barney |
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October 8 |
Donor Privacy
and Institutional Risk: Making the Ethical Choice
Sponsored by Missy Gaynor and
Sue Ianniello,
New York Life, Charitable Gift Annuity Solutions |
David
Eberly - Director of Prospect Development, Children’s Hospital Boston |
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December 3 |
Leadership,
Peak Performance & Career Success
Sponsored by
CompuMail Corp. |
James M. Citrin,
Senior Director, Spencer Stuart |
2008 LUNCHEON PROGRAMS
|
Date |
Topic |
Speaker(s) |
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January 10 |
A Wealth of
Opportunity: Major Gifts |
Jacqueline Venable - Vice President of Brakeley Briscoe, Inc. |
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February 7 |
Leave A Legacy
Sponsored
by
Pentera Inc.
www.pentera.com |
Jennifer King - Statewide Co-Chair
for LEAVE A LEGACY®
Connecticut and Board Member of the Planned Giving Group of CT
Sharon Reiss - Director of Development, Fairfield County Community
Foundation (FCCF)
Patricia Borghesan - Director of Planned Giving at Hopkins School |
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March 6 |
Prospect
Research in a Small Shop
Sponsored by Real Fundraising, Farmington, CT
www.real-fundraising.com |
David
Sterling -Director of Advancement Research at Western New England College |
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April 3 |
Meeting
cancelled |
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May 1 |
Women as an Emerging Force in Philanthropy |
Sondra Shaw-Hardy - Co-Founder – Women’s Philanthropy Institute
Lori Price - President, Price Financial Group, LLC
Ann Sheffer
Christine Lobeck Lodewick |
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June 5 |
Corporate
Social Responsibility (CSR) is Good
Business and Good for Business and Good for
Non Profits, too
Sponsored by Imperial
Graphics
Email:
remery@imperialgraphics.com |
Tim Hodges - President of People’s United
Bank Foundation
Carol Johnson - VP Community Relations, Fairfield County Bank
Kim Healey - Executive Director, The NewAlliance Foundation
Mary Beth McGuire and Christine
Chan - Corporate Communications, Boehringer Ingelheim |
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September 4 |
How to
Thrive and Survive in Economic Uncertainty!
Sponsored by The Hartford
Email: Carol.Idone@hartfordlife.com |
Terry
O’Connor – Executive Director, Cardinal Shehan Center
Sharon J. Danosky - Founder and President of Danosky & Associates |
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October 2 |
Six Ethical Issues Your Non Profit Should Discuss Now!
Sponsored
by
1-2-1
Executive Search
www.1-2-1executivesearch.com |
Reid J. Parrington, Esq., Staff Attorney to the
Public Charities Unit in the Connecticut Attorney General’s Office
Maurice Segall, Director, New York
& Fairfield County Programs, ProBono Partnership |
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December 4 |
2008 Connecticut Fundraiser of the Year
Sponsored by
CompuMail Corp. |
Carolyn O'Brien - Senior Vice President Development, AmeriCares |
2007 LUNCHEON PROGRAMS
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Date |
Topic |
Speaker |
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January 11 |
10 Things
You Can Do Today to Be a More Effective Fundraiser
Sponsored by Real Fundraising, Farmington, CT
www.real-fundraising.com |
Patricia M.
Scharr -
Director, Major Gifts, American Red Cross
Mid-Fairfield County Chapter and President of
Fairfield County Chapter |
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February 1 |
You Want
Me to Work with Who? Eleven Keys to Stress-Free, Satisfying, and
Successful Relationships at Work ... No Matter Who You Work With |
Julie
Jansen - Career Coach, Consultant and Author |
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March 1 |
Securing
Major Gifts: How to Organize for Success
Sponsored by The Peppermill, Westport, CT
www.culinarymenus.com/peppermill.htm |
Marjorie
Wren - VP Development , Planned Parenthood of CT
Kat
Gloor-Wacowska - Major Gift Officer, Planned Parenthood of CT |
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April 5 |
How to
Create a Board That Loves Fundraising
Sponsored by StaleyRobeson, Stamford, CT
www.staleyrobeson.com |
Patti Russo |
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May
3 |
Cultivating Diversity: Creating a Successful
Multicultural Fundraising Program
|
Vilandria Turner - Director of Community
Philanthropy, Community Foundation of Greater New Haven
Angel Fernandez-Chavero - Senior
Philanthropic Officer, Community Foundation of Greater New Haven
Deborah Wright - Philanthropic Officer,
Donor Services, Community Foundation of Greater New Haven |
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June
7 |
U.S. Corporations Contribute Over $13 Billion
to Charities Annually – Are You Missing Out?
|
Lucy Ball - Executive Director of the
Lone Pine Foundation
(a hedge fund located in Greenwich)
Alice
Ferreira - Director of Corporate Communications, HealthNet of the Northeast
(Health Management Organization)
Kim Healey -
Executive Director, NewAlliance Foundation (NewAlliance is the 3rd largest
bank in CT with assets of nearly $8 Billion)
Mary Pat
Healy -
External Affairs, AT&T
(AT&T
is the largest communications holding company in the U.S.)
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September 6 |
Proven Strategies to Increase Annual Giving Donors
and Dollars
Sponsored by The Hartford,
Simsbury, CT
Email:
Carol.Idone@hartfordlife.com |
Diane
Briggs - Assistant Director of Development at the Brunswick School in
Greenwich
Debra Greenwood
-
President and CEO of the Center for Women and Families in Bridgeport
David Obedzinski
-
Chief Development Officer and Executive Director of Institutional
Advancement for the Hospital of Central Connecticut in New Britain
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October 4 |
The Buck Stops at the Top: Five Things
Your Nonprofit Organization Needs to Know about Ethical Fundraising
Sponsored
by
SMR Research
Corporation
|
Linda Hartley -
President of Hartley Consulting, Inc.
Reid J. Parrington,
Esq. - Staff Attorney to the Public Charities Unit in the Connecticut
Attorney General’s Office |
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December 6 |
Fundraising for
the 21st Century: Innovative, Dynamic, Fun and Focused
|
Jay Goulart
- Interim Headmaster at Cheshire Academy |
2006 LUNCHEON PROGRAMS
|
Date |
Topic |
Speaker |
|
January 5 |
Strategic Planning that Works
Sponsored by
Blackburn Associates, Fairfield, CT email:
Bburnassoc@aol.com |
Mark Davis -
Head of School, St. Luke's School
Sally Schenk
- Trustee
Coleen
Porcher - Director of Communications, St. Luke's School
Ninette
Enrique - Director of Development, St. Luke's School
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February 2 |
The
Impact of Sarbanes-Oxley and Pending Legislation on Non-Profit Organizations
Sponsored by Real Fundraising, Farmington, CT
www.real-fundraising.com
|
Robin Ganzert - Wachovia |
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March 2 |
Looking into the Crystal Ball: The Future of
Fundraising - Cancelled due to snow storm
|
Watts Wacker - Futurist |
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April 6 |
Making Contacts Count: The Art of Fundraising
Networking
Sponsored by Team PR Westport, CT
www.teampr.com
|
Patricia Russo - Political Consultant, Board
Member, Women's Advocate |
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May
4 |
Diversifying Your Donor Base by Developing a Diverse Board
Sponsored by CompuMail, Southington, CT
www.compumail.net |
Valarie Shultz-Wilson
- newly appointed President of the
Urban League of SWCT, previously Director of
Development at Childcare Learning Centers in Stamford
Juanita
James - Pitney Bowes V.P., CLC Leadership Council member and Past Board
President
Suzanne Brown Peters
- CLC Board President, former Citibank executive, at Inroads
Antonio
Acevedo - CLC Vice President, formerly at GE Commercial Finance |
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June
1 |
Effective
Public Relations
for
Fundraisers
Sponsored by The Peppermill, Westport, CT
www.culinarymenus.com/peppermill.htm |
Richard Foot
- Management Consultant, YMCA of the USA
Dianne
Wildman - Cablevision’s Director of Editorial Services in Connecticut
Lynn Saltz
- Principal, Business Innovative Strategies International of Weston, CT
Jessica Bram
- President of Jessica Bram Communications, Westport, CT |
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September 7 |
The Family Wealth
Paradigm:
Integrating Family Values with Wealth
Planning for a Lasting Legacy
Sponsored by Empowering Resources
www.empoweringresources.com
|
Thomas C. Rogerson - Senior Director,
Mellon’s Private Wealth Management Group |
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October 5 |
Recent
Changes in the Connecticut Solicitation of Charitable Funds Act
and
Other Current Fundraising Issues
Sponsored by United Ways in Fairfield County
www.uwnw.org |
Reid J. Parrington, Esq. - Staff Attorney
to the Public Charities Unit |
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December 7 |
Roundtable Forum |
Facilitated
by Vic D’Ascenzo - Major Gifts Officer, Fairfield University and President of
Fairfield County Chapter |
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