11:00 Membership Orientation
Join Jennifer Filla for a candid discussion about prospect research. Find out what prospect research is, how you're already doing it, and how to do more - ethically. Drawing comparisons with prospect research practices in for profit sales and drawing from studies on consumer and nonprofit donor expectations on the use of their data, Jen will help you shift your perspective to that of the donor and the AFP Donor Bill of Rights. She will also discuss ways you can protect all of your confidential data, inside your organization and when working with outside vendors.
Chicken Mole | Ancho Chile, Chocolate
Seasonal Ravioli | Chef’s selection of Vegetarian Ravioli
$40.00 for Guests
Payments may be paid in advance or at the door. Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door. No shows will be billed.
Jennifer Filla, Prospect Research Professional
A resourceful fundraiser with an innovative focus on prospect research, it's a great day for Jen Filla when she can help an organization focus and connect with its best donor prospects as President of Aspire Research Group LLC or help a prospect research professional learn and apply a new skill as CEO of the Prospect Research Institute.
Deeply committed to advancing philanthropy and the fundraising profession, Jen is co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP-Wiley Fund Development Series. She has also served as a volunteer and trustee for numerous organizations over the years including The Center Foundation and Habitat for Humanity of Delaware County.
Jen is a member of the Association of Professional Researchers for Advancement (APRA) and the Association of Fundraising Professionals (AFP). A frequent speaker, she receives invitations to present nationally and internationally, and has presented at both AFP and APRA international conferences.
presented by Beverley J. McLain, M.B.A., CAP®
In this session, Beverley will cover what your organization should know about assessing readiness for a planned giving program, myths around planned giving, forming a legacy society, ways your donors can use a charitable gift annuity, writing a gift acceptance policy, and creating an IRA campaign.
Byron will take a deeper dive into planned giving in this session. You will walk away will techniques to incorporate into your program and learn when and how to use them properly. He will cover when and how to utilize charitable remainder trusts, charitable lead trusts, and gifts of closely held stock.
Morning Session ~ 9:00 to 11:00 a.m.
Networking ~ 11:00 to 11:30 a.m.
Luncheon Session ~ 11:30 to 1:00 p.m.
MEMBER - Morning Session AND Lunch Session $50.00
MEMBER - Lunch Session ONLY $25.00
GUEST - Morning Session AND Lunch Session $75.00
GUEST - Lunch Session ONLY $40.00
Surf & Turf | 6oz, Herb-Crusted Sirloin, Blackened Shrimp, Bleu Cheese and Red Wine Butter Sauce
Veggie Wellington | Herb Marinated and Grilled Vegetables and a Wild Mushroom Duxelle in a Crispy Puff Pastry with a Balsamic Glaze
Beverley J. McLain, M.B.A., CAP® recently retired from her position as Senior Vice President for Philanthropic Services at the Community Foundation of Tampa Bay where she served most recently as the Foundation’s professional advisor liaison, Beverley has been a member of the Pinellas, Tampa Bay, North Suncoast and Suncoast Estate Planning Councils, and served on the Board and on the Program Committee of the Partnership for Philanthropic Planning. She previously was a member of the Planned Giving Committee for the Crisis Center and the Ad Hoc Planned Giving Committee for Lighthouse of Pinellas. Beverley currently serves as a Board member of the Nonprofit Leadership Center of Tampa Bay on its Governance Committee.
Prior to her 15-year career at the Community Foundation, Beverley’s experiences included marketing, communications, and financial advising with organizations such Raymond James & Associates, JPMorgan Chase and Fisher Price. She has spoken on a variety of charitable topics for local organizations including presentations to nonprofit boards and leadership groups.
Beverley, originally from Massachusetts, has an undergraduate degree from the University of Massachusetts, Amherst and an M.B.A. from the State University of New York, Buffalo, New York. She has also recently completed graduate level work for her Chartered Advisor in Philanthropy (CAP®) designation through The American College.
Byron joined Gregory, Sharer & Stuart in 1999 and became a shareholder in 2001. He is the leader of our Wealth Strategies & Services Team and also oversees all tax services rendered for our nonprofit clients. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely-held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries and client representation before the Internal Revenue Service.
Join representatives from some of Tampa Bay’s key corporations in a close up and personal conversation about approaching prospective corporate funders for your organization. Moderated by Michelle Turman, CEO of Catalyst Consulting Services, participants will learn how to identify key values for funders, stewardship best practices, and how to create lasting philanthropic relationships with corporations in our area.
Michelle Turman, MA, CFRE is the CEO of Catalyst Consulting Services whose mission is to facilitate positive change in the areas of executive searches, organizational management, and fundraising. With over twenty-four years of nonprofit experience, Michelle established Catalyst Consulting Services and has been responsible for increasing the impact and best practices of nonprofit organizations she serves and has raised over $60 million for the Tampa Bay community through her professional and personal philanthropic efforts. In addition to facilitating change nationally and in the Tampa Bay area, Michelle’s community service has included leadership roles on the boards of the Arts Council of Hillsborough County, Suncoast Chapter of the Association of Fundraising Professionals, Centre Club’s Philanthropy Committee, Charitable Gift Planners of Tampa Bay, Donate Life America, Leadership Pinellas, the South Tampa Y and University of South Florida’s Women in Leadership & Philanthropy, the Women’s Exchange (WE), and Working Women of Tampa Bay Foundation. Turman is author of the best-selling book, Jumping the Queue – Achieving Great Things Before You Are Ready which focuses on how young professionals can seize personal and professional opportunities, achieve great things, and get what they want and deserve. Turman is a Key Partner and educational trainer for the Nonprofit Leadership Center of Tampa Bay and at the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College. She is a Certified Fund Raising Executive and specializes in professional education in the areas of change management, capital campaigns, volunteer management, board governance, and fund development. Turman has been featured in American Express: Open Forum, Arizona Business Magazine, Inc.com, Inside Business, New York Daily News, Investor’s Business Daily, Nerdy Girls Express, Young Upstarts, and Rural Messenger as an expert and author for her focus on change management in the workforce. In 2015, Turman was recognized by Tampa Bay Metro Magazine as one of Tampa Bay’s Distinguished Women in Business and the Face of Nonprofit Change in 2016, nominated by Tampa Bay Business Journal as Business Woman of the Year in 2007, 2016 and 2017 and was recently nominated by the Greater Tampa Chamber of Commerce as The Outstanding Small Business Leader of the Year for 2018.
Arleen Quiñones has served as Corporate Vice President, Investor Relations and Corporate Communications since July 2014. In this role, she is responsible for developing and strategically managing the content and flow of company information to the investment community, as well as oversight of internal and external communications that enhance Tech Data’s brand and global reputation. Previously, she served the company as Vice President, Investor Relations and Shareholder Services. Prior to joining Tech Data in 2010, Arleen served as Senior Vice President, Marketing and Communications for HD Supply, a diversified wholesale distributor, and as Vice President, Investor Relations for Hughes Supply, a wholesale distributor acquired by The Home Depot in 2006. She also served as Director, Investor Relations and Shareholder Services for Genuity, Inc., a provider of internet infrastructure services, and spent more than 16 years in various financial roles of increasing responsibilities at GTE Corporation, now known as Verizon. Arleen holds an MBA from the Goizueta Business School at Emory University and a bachelor’s degree in Finance from the University of South Florida.
Caroline Vostrejs, Director of Business Development, The Beck Group. Based in Tampa, Caroline oversees Beck’s business development and marketing efforts, implementation of the regional strategic plan and serves as a member of the Florida Region’s leadership team. Caroline also oversees the annual Beck Scramble, which has raised over $1.5MM during her tenure to benefit The University of Tampa Scholarship fund. She joined Beck in 2005, where her aptitude for client service and teamwork was recognized in 2008 with a Beck’s People’s Choice Award for Outstanding Achievement by her peers. She credits her passion for community service for teaching her about motivating others because “with volunteers, it isn’t a paycheck.” In her spare time, Caroline enjoys traveling, spending time with her family and volunteering. Caroline is a proud second generation Florida Gator.
8 - 8:30 am ~ Registration and Breakfast
8:30 - 8:45 am ~ Welcome and kick-off
8:45 -10:15 am ~ Session 1 Holly Duncan, CFRE
10:15 -10:30 am ~ Break
10:30 - Noon ~ Session 2 Sara Leonard, MBA, CFRE & Merrill Stewart, CFRE
Noon - 1:30 pm ~ Lunch & Webinar (open to the full membership)
1:30 - 3:00 pm ~ Session 3
This unique session is an opportunity for fundraisers to take a fresh look at many aspects of their work. The format is designed to be engaging with a variety of topics and speakers, in a TED-Style Talk. Speakers will be quick-hitting, with only 12-15 minutes per speaker.
Holly Duncan, CFRE
Michelle Turman, CFRE - Jumping the Queue: Achieving Great Things Before
You are Ready - How young professionals can seize personal and professional opportunities, achieve great things, and get what they want and deserve.
Jason Alpert - Free and Easy Money the Bid from the Heart
You work really hard to find ways to raise money at your events. You collect auction items, you sell sponsorships and tickets, and you execute opportunity drawings, but the easiest way to raise money on-site at an event is just by asking for it.
3:00-4:00 pm ~ Reception begins for conference participants and presenters
4:00-6:00 pm ~ Reception open to all AFP members and all guests
Friends of Philanthropy ~ $5,000.00 (Early bird $4,950.00)
EARLY BIRD DEADLINE: AUGUST 9th If you have questions about the event, please email email@example.com
Presented by Claudine A. Donikian, JD, MBA - President & CEO Pentera
Presented by Claudine A. Donikian, JD, MBA - President & CEO Pentera
Claudine A. Donikian, JD, MBA
President & CEO
Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).
Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.
Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.