Breakfast of Champions – Insights from the Top: Critical Lessons from Veteran Nonprofit Leaders; sponsored by Day Pitney LLP
Our Panelists
Moderator: Mary Franco, Executive Director, White Plains Hospital Foundation
Panel:
Ninette Enrique
Over the course of her 20 year-plus career, Ninette Enrique has helped organizations raise over $90M. Ninette has held various positions in development, non-profit management, international affairs, grant making, and curriculum development. The director of development at St. Luke’s School, an independent day school in New Canaan, since 2003, Ninette has been the director of development at the Boys & Girls Club of Greenwich, assistant director of the East Asian Institute at the School of International and Public Affairs, Columbia University, and program officer at the Japan Foundation. She became a Certified Fundraising Executive (CFRE) in 2002. She was awarded the 2006 Professional Fundraiser of the Year award by the Association of Fundraising Professionals, CT. Ninette is an active volunteer and presenter on fundraising and board development. She has a BA from Williams College, an MA in Japanese History from the Columbia University Graduate School of Arts & Sciences, and an East Asian Studies Certificate from the Columbia University School of International and Public Affairs.
Stephen M. Jakab, CFRE
Stephen M. Jakab, CFRE is President of the Bridgeport Hospital Foundation. He is also a member of the leadership team of Yale New Haven Health, Connecticut’s leading healthcare system. This year, donors have given over $9 million to the Foundation and in his 21 years in the profession, Steve has guided three organizations to more than $100 million in charitable giving. In 2003, the Fairfield County and Connecticut Chapters of AFP named Steve as Outstanding Professional Fundraiser in Connecticut. He chairs AFP’s Next Generation Committee, which encourages Chapters to promote the involvement of students and the growth of young professionals in philanthropy, the nonprofit sector and the practice of ethical fundraising. Steve is a graduate of Georgetown University and the University of Chicago and resides in Trumbull with his wife and two children.
Terry O’Connor
Terry O’Connor has been the Executive Director of the Cardinal Shehan Center for 23 years and Executive Director for the McGivney Community Center for the past 3 years.
He has been a member of the Board of Directors of the Bridgeport Regional Business Council, The United Way of Eastern Fairfield County and the Bridgeport Rotary Club. He has served as the President of the Board of the New England CYO as well as President of Leadership Greater Bridgeport. Terry is the recipient of the AFP Fundraising Professional of the Year Award in 2009.
About Our Breakfast
This panel of seasoned professionals represents the pinnacle of their respective organizations. With more than 40 years of combined nonprofit management and development experience, our panelists have seen it all. Through storytelling, dialogue, and Q&A, this group will share insights on many of today’s critical nonprofit management topics. Bring your challenging questions and prepare to expand your toolkit with lessons from our esteemed panelists.
Panelists will discuss the hard and soft skill sets needed to reach and remain in leadership. Subjects to be discussed range from personal growth, such as how to manage your own career progression, to organizational effectiveness, including how to motivate teams. Vital issues of organizational ethics and accountability will be covered, including how to avoid common pitfalls, and what to do when mistakes inevitably occur. Panelists also will share from their many years of fundraising expertise, including how to secure the “big” gift, and the importance of relationship building in achieving success.
Our Breakfast Sponsor
Day Pitney LLP is a full-service law firm with close to 300 attorneys throughout Boston, Connecticut, New Jersey, New York, and Washington, DC. With one of the largest and most sophisticated individual clients practices in the country, the firm has extensive experience advising individuals and their families, and helping fiduciaries and tax-exempt entities plan for the future. The firm also offers clients strong corporate and litigation practices, with experience on behalf of large national and international corporations, as well as emerging- and middle-market companies.
Day Pitney lawyers routinely represent charitable organizations, business and industry associations, schools, hospitals, museums and private foundations. These entities are subject to unique tax and regulatory requirements that necessitate experienced counsel. In addition to providing tax and regulatory advice, our lawyers often act as general counsel to these organizations, advising them on contractual matters, governance, mergers, acquisitions and affiliations, employment matters, governmental regulation, environmental issues, and real estate transactions, among other matters, all the while keeping in mind the unique requirements applicable to maintaining tax-exempt status.
Jennifer M. Pagnillo, Partner
24 Field Point Road | Greenwich, CT 06830
| (203) 862 7875
BOSTON CONNECTICUT NEW JERSEY NEW YORK WASHINGTON, DC www.daypitney.com
Reservations:
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, October 1, 2015 from 7:30 – 9:30 a.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking starts at 7:30 a.m., and the buffet opens/meeting starts promptly at 8:00.
Special “Guest of Member” Pricing Option* !
A NEW BENEFIT for all AFP-Fairfield County Chapter Members for a limited trial basis. We encourage you to invite a guest and prospective member to AFP breakfasts at a special rate of $35. *Reservations must be made online by the member. Limit one per member at this special rate per event. Member must attend the event. Walk-in guests will not qualify for special rate.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Breakfast fee:
- AFP Members – $25
- Guest accompanied by AFP Member and paid in advance by member – $35
- Non-Members – $45
- We accept checks, and online credit card payments. If you wish to register online using your credit card, click here for the link
- Make check payable to “AFP-FC” and mail to:Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
*Payment is appreciated in advance
*Anyone who has made a reservation and cannot attend the breakfast must cancel by 12 pm on the Wednesday preceding the breakfast. If no cancellation has been received, there will be no refund or carry over of the breakfast fee. If pre-payment has not been made and no cancellation has been received by 12 pm on Wednesday, that person will be billed for the amount due for the breakfast.
CFRE Credits:
You earn 1.5 CFRE credits toward certification for each Breakfast Meeting you attend. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
We thank the following 2015 Sponsors
for making our Programs available:
January 8, 2015 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
For more than a quarter century, StaleyRobeson has provided professional fund-raising counsel and guidance to hundreds of not-for-profits. Our clients include independent schools, colleges and universities, medical centers and hospitals, libraries, human service agencies, and character-building organizations.
Regardless of your organization’s size, constituency or circumstance, StaleyRobeson’s professionals are prepared by training and experience to respond to the unique challenges of the not-for-profit community.
www.staleyrobeson.com
800-659-7247
Craig Rosenberg, CRPC, CDFA
S & R Associates
First Vice President-Wealth Management, Senior Financial Advisor
Portfolio Manager, PIA Program
Merrill Lynch
1499 Post Road, 2nd Floor
Fairfield, CT 06824
T 203.254.6987 T 866.797.9289 F 203.648.4754
April 2, 2015 Breakfast
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 over 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
May 7, 2015 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 4, 2015 Luncheon
Who We Are
Since 1995, we have helped leading nonprofits across the United States and Canada remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money. We listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system—donor motivation “in a box.”
Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have helped North American charities “motivate planned giving!” Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type. Why? It “speaks donor!”
Executive Director
84 West Park Place, Stamford, CT 06901
September 3, 2015 Luncheon
As a nonprofit organization or philanthropic individual, you serve your community and the causes that are important to you with care and compassion, and seek to make a positive difference in the lives of others.
At Wells Fargo, we are dedicated to helping nonprofit organizations, individuals and families achieve their strategic charitable goals and missions. By working together to understand your unique needs, we can provide innovative solutions to help meet your objectives and help bring your charitable vision to life.
To learn more about how Wells Fargo Philanthropic Services can help serve the needs of your nonprofit organization or meet your individual charitable goals, please contact:
Christine Testani
Investment Strategist
Vice President
Wells Fargo Private Bank
New Haven Executive Office
205 Church Street , New Haven, CT 06510-1805
203-257-2628 Cell
October 1, 2015 Breakfast
Day Pitney LLP is a full-service law firm with close to 300 attorneys throughout Boston, Connecticut, New Jersey, New York, and Washington, DC. With one of the largest and most sophisticated individual clients practices in the country, the firm has extensive experience advising individuals and their families, and helping fiduciaries and tax-exempt entities plan for the future. The firm also offers clients strong corporate and litigation practices, with experience on behalf of large national and international corporations, as well as emerging- and middle-market companies.
Day Pitney lawyers routinely represent charitable organizations, business and industry associations, schools, hospitals, museums and private foundations. These entities are subject to unique tax and regulatory requirements that necessitate experienced counsel. In addition to providing tax and regulatory advice, our lawyers often act as general counsel to these organizations, advising them on contractual matters, governance, mergers, acquisitions and affiliations, employment matters, governmental regulation, environmental issues, and real estate transactions, among other matters, all the while keeping in mind the unique requirements applicable to maintaining tax-exempt status.
Jennifer M. Pagnillo, Partner
24 Field Point Road | Greenwich, CT 06830
| (203) 862 7875
BOSTON CONNECTICUT NEW JERSEY NEW YORK WASHINGTON, DC www.daypitney.com
December 3, 2015 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!