*CANCELLED* Half Day Seminar – “Board Members and Us: Our Syncopated Tango of Trust”
Session #1: 8:30 – 11:30 a.m.
Your organization’s board, the most important constituent for the organization. They set strategic priorities, governance, and fiduciary responsibility but how can you better engage them in the work of the development office and fundraising. Using real-life cases, Theresa and Doug will present ideas to strengthen the board, build camaraderie, create effective meetings, help create a sense of urgency for the organization’s mission and engage the board members in critical fundraising activities.
Session #2: 11:45 – 1:30 p.m.
In the second session, Theresa and Doug will present on board evaluation along with practical tools to help with the process. They will discuss critical components for assessing board effectiveness, board composition and identifying new board members that with strengthen the organization.
Our Speakers:
Theresa A. Shubeck, Executive Vice President, Ruotolo Associates, Inc.
Theresa Shubeck has 31 years of professional philanthropic experience and is currently Executive Vice President of Ruotolo Associates Inc. (RA), overseeing firm-wide client services. Theresa has been a member of the RA team for 18 years and has counseled non-profits of all types, including arts organizations, dioceses, secondary schools, parishes, and health and social service agencies. She has been awarded the firm’s Tim Manning Culture of Excellence Award twice and received the 2008 Robert J. Smythe Outstanding Professional Fundraiser Award from the Association of Fundraising Professionals-New Jersey Chapter.
During a 12-year tenure at DrewUniversity, Theresa was involved in every area of development, alumni relations and student recruitment. Also on the institutional side, she was director of development for a private school in Manhattan.
An experienced presenter, Theresa has addressed regional conferences of fundraising professionals on a variety of topics including, “Integrating Your Planned and Major Gift Programs for Maximum Results,” “Building and Sustaining Board Value,” and “Strategic Use of Time in the One-Person Development Office,” which received recognition in the national publication, “The Non-Profit Times.”
Theresa received a B.A. from MountHolyokeCollege in English and Psychology, a Master of Letters from DrewUniversity, and has completed additional graduate study in English literature. Her publications include her Master’s thesis, Sweet Dreams: Robert Frost’s Search for Self, and “For Donors Who Have Everything,” The Major Gift Difference for CASE publications.
Theresa has been a Board member for AFP-NJ and Morris Habitat for Humanity. At St. Michael’s Parish and School in Cranford, NJ, Theresa and her daughter Claire Xian been involved in a number of ministries including children’s liturgies, bell choir, lectors, Eucharistic Ministers, Samaritan Ministry and Girl Scouts. She has presented at seminars for prospective adoptive parents through FTIA (Families Thru International Adoption), volunteered with FCC (Families with Children from China), and has been a competitive runner and marathoner. Theresa resides in Linden, New Jersey.
Doug Held, Vice President, Ruotolo Associates, Inc.
Doug Held has 20 years of experience in non-profit management, communications and development. His background includes public relations, grant writing, annual campaigns and strategic planning.
Doug has worked on many projects for the firm: planning/feasibility studies, capital campaigns, comprehensive development programs, and major gift initiatives.
Doug began his career with a focus on vocational training within the social service sector. As a program manager and then department director, he wrote successful government grants, created and edited agency newsletters, developed revenue earning small businesses and achieved a first national accreditation. Doug also implemented quality assurance programs and promoted community outreach through participation in the Rotary and Chamber of Commerce.
At Tribeca Performing Arts Center in New York, Doug expanded his grant writing to include corporate and foundation solicitations, initiated an annual campaign, created audience development strategies and assisted in board recruitment and training. Following the tragic events of 9/11, he was responsible for securing economic recovery funding and participated in Tribeca Organization (TO), a newly formed coalition of local businesses and community leaders.
Doug graduated from the University of Scranton, where he was a four-year recipient of a Presidential scholarship for the debate team, for which he was the team captain his junior and senior years. Doug has been a volunteer with off-off Broadway theaters, an outings leader for the Sierra Club, a member of the Morris Trails Conservancy, and recently joined the board of the Sussex County Arts & Heritage Council. Doug resides in MorrisPlains, New Jersey.
Our Luncheon Sponsor:
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or .
Cost Information:
Half day program includes both morning and luncheon sessions (a continental breakfast and buffet lunch).
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Reservations:
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold this educational program on Thursday, May 1, from 8:30 a.m. – 1:30 p.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT; phone: 203.838.2000.
Contact Marianne Hickey at 203-834-1910, or by e-mail atWe accept checks, and online credit card payments. If you wish to register online using your Visa or MasterCard, click here for the link or use https://www.chi-cash-advance.com/sforms/appeal917/Contribute.aspxMake check payable to “AFP-FC” and mail to:
Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
*Payment is required in advance – anyone who has made a reservation and cannot attend the seminar, must cancel by 3 pm on the Wednesday preceding the seminar. If no cancellation has been received, there will be no refund or carry over of the fee.
CFRE Credits:
Participants of the Half Day Seminar (both sessions) earn 4.75 CFRE credits toward certification.
A.M. Session Points: 3.0
P.M. Session Points: 1.75
Both Sessions Points: 4.75
For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
We thank the following 2014 Sponsors
for making our Programs available:
January 9, 2014 Luncheon
For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals.
A coordinated team backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions works with each client to understand and address their needs.
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 202, Westport, CT 06880
February 6, 2014 Luncheon
Established in 1939, Neuberger Berman is one of the world’s largest independent and employee-controlled asset management companies, managing approximately $227 billion in assets as of September 30, 2013. Neuberger Berman is a leader in providing a broad range of global investment solutions to institutions and individuals through customized separately managed accounts, mutual funds and alternative investment products.
At Neuberger Berman, our mission is clear: to partner with our clients to achieve their unique investment objectives. We take great pride in our established, long-term track records across asset classes and the many client relationships we’ve had for decades. We offer access to a diverse group of equity portfolio managers that average 28 years of industry experience, as well as comprehensive fixed income and alternative investment capabilities. Additionally, we can design customized wealth management solutions, including asset allocations based on clients’ near- and long-term goals.
We provide a variety of services to high net worth individuals, families, businesses and charities, including a full suite of trust and estate planning services. For individuals, we offer estate and gift tax planning recommendations, as well as trustee and executor services, providing professional administration for all aspects of trusts and estates through the services of the Neuberger Berman Trust Company. Our seasoned administrative, investment and tax professionals have significant expertise in the complexities of ever-evolving gift, estate, trust and fiduciary law. This enables us to manage our clients’ assets effectively so that the goals and needs of each family are met for generations to come. For mid-size endowments, foundations and pension plans, we offer a comprehensive fiduciary platform designed to help optimize investment performance and mitigate fiduciary risk.
What makes us truly different, however, is our investment culture. We have an established philosophy of hiring passionate, talented portfolio managers who operate across the style and capitalization spectrum. Our managers share a deep commitment to conducting rigorous, independent fundamental research, supported by the deep, centralized resources of the firm. Together, we feel these factors have helped us deliver attractive long-term investment results.
For further information, please contact:
William J. Peterson, Senior Vice President, Wealth Management at: (212) 476-5632 or www.nb.com
April 3, 2014
Danosky & Associates is an action-oriented, results-driven consulting firm that helps non-profit organizations build the capacity to move their strategic vision forward with a solid foundation and an army of support behind them.
Our approach draws on five key principles that can work as an integrated solution or be used independently to address specific concerns: Board Energy, Philanthropic Enrichment, Organizational Effectiveness & Learning, Community Engagement and Financial Empowerment.
Danosky & Associates engages experienced, competent professionals proficient in all areas of not-for-profit capacity building and fund-raising who are available to guide, direct and assist in a wide scope of opportunities.
To find out more about us, go to our website at www.danosky.com.
May 1, 2014 Luncheon
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or .
June 5, 2014 Luncheon
BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in Connecticut, Massachusetts and Rhode Island. We have grown to nearly 400 accounting, consulting and administrative professionals, making us one of the top 60 largest accounting firms in the U.S.
Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations and government entities–we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. We offer a wide range of services under one roof, including audit, tax and business consulting. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.
Lori M. Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
www.blumshapiro.com
September 4, 2014 Luncheon
CBP is a privately owned mid-sized Consulting Firm. We provide creative solutions for your group benefits, risk management, executive benefits and HR needs. We’re curious, tenacious and will care for your employees as if they work for us. We make your employees happy, and happy employees are much more productive.
When you work with CBP, the needs of your company come first. We don’t rest until we’ve streamlined your costs and maximized your programs. And you can rest assured that we’ve successfully navigated the market to create programs tailored to your specific needs.
What’s more, our partners net over 60 years of collective experience, along with a staff of seasoned insurance professionals, so you can rest assured that your business is in capable hands. From managing risk and expenses to keeping your people healthy and protected, we’ll be there.
We creatively solve your issues so that you can focus on what matters, your business.
For further information, please contact Chris Peck at or 203-487-0604.
CBP is proud to sponsor AFP
October 2, 2014 Luncheon
Susan Roberts is a member of Robinson & Cole’s Nonprofit Group which devotes its attention to matters relating to governance, risk management, fiduciary responsibilities, tax and tax-exempt status, charitable giving, endowments, development of policies, and strategic planning. Robinson & Cole is an Am Law 200 firm with approximately 200 lawyers in nine offices serving regional, national, and international clients in a wide range of matters, including corporate; business and insurance litigation; tax and tax-exempt; finance; public finance; land use, environmental and utilities, and real estate; health law; labor, employment, and benefits; intellectual property and technology; and government relations.
Contact:
Susan Roberts
280 Trumbull Street, Hartford, CT 06103-3597
Phone: 860-275-8217
www.rc.com
December 4, 2014 Luncheon
CompuMail has provided marketing communication services for over 21 years, specializing in data processing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.
Call us today to address any of your marketing or fundraising needs!
CompuMail proudly supports AFP