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.
Braised Short Rib | Ancho and Honey with Crispy Onion
Stuffed Portabella Mushroom | Four Cheese, Balsamic and Spinach
$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.
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.
Amanda joined Raymond James Bank in July 2018. As the chief operations and strategy officer, Amanda works in partnership with the business divisions to develop and execute on the bank’s strategic vision. She and the operational team focus on providing excellent service delivery for Raymond James clients. In addition, Amanda oversees the Bank’s Community Reinvestment Act initiatives.
Amanda’s background includes over 20 years in the financial services industry, most recently as the chief financial officer of USAmeriBancorp, Inc. where she was responsible for developing and executing on the financial and strategic objectives of the company. Previous to that role she served as an executive at Crowe in the financial services group.
Amanda serves as the vice president on the board of The Helen Gordon Davis Centre for Women in Tampa. She also serves on the awards committee of University of South Florida’s Women in Leadership & Philanthropy.
Amanda earned a Bachelor of Arts degree from Michigan State University and is a licensed Certified Public Accountant in the state of Florida.
Interested in a Membership Orientation?
Contact Danna Bramlett, Membership Chair, at Danna.firstname.lastname@example.org. She will schedule a Webex/Phone review of the content at your convenience.
Approved for 5 Hours
Thank You to Our Sponsors:
Sandy Rief, Attorney
In this discussion, panelists representing distinctly different foundations and trusts share their expertise on approaching them for support. Moderated by Duggan Cooley, CEO of the Pinellas Community Foundation, guests will learn how family foundations set their funding priorities, how to connect with family foundations, and panelists will share the good, the bad, and the ugly of working with nonprofits.
Impossible Bolognese | Penne Pasta, Plant Based Protein, Red Wine Marinara & Parmesan Cheese
Frank J. “Sandy” Rief, III - Estate, Trust, Tax and Philanthropic Law
Frank J. “Sandy” Rief, III is a graduate of Wake Forest University (B.A., 1966 Cum Laude), University of Florida Spessard L. Holland Law Center (J.D., 1969), New York University (LLM, in Taxation, 1971).
Mr. Rief is a member of The Florida Bar (1969) and the District of Columbia Bar (1971). Mr. Rief is a Life Member of the American Law Institute, a Fellow of the American College of Trust and Estate Counsel, a Fellow of the American College of Tax Counsel, a Fellow of the American Bar Foundation and a Director of the Small Business Council of America.
Mr. Rief is currently serving on the Boards the Straz Center Foundation, the Poynter Foundation, the Frank E. Duckwall Foundation, the Henry B. Plant Museum and as a Director of Cafe` con Tampa. He has served as the Chair of the All Children’s Hospital Foundation (2002-2004), the Community Foundation of Tampa Bay (2004-2006) and the John and Mable Ringling Museum of Art Foundation (2007-2009).
Mr. Rief currently serves as General Counsel to the Community Foundation of Tampa Bay and Counsel to the Tampa Bay History Center Foundation.
Pinellas Community Foundation (PCF) is proud to have Duggan Cooley on board as the fourth executive director since the foundation’s inception in 1969. Appointed in October 2016, Cooley is a long-time resident of Pinellas County, and comes to PCF with a robust career in nonprofit leadership and fundraising including work in nonprofit startups, organizational mergers, as well as public policy development and advocacy.Prior to PCF, Cooley served as president of United Way of Pasco County, where he was responsible for leading the organization through a transformative position in the community.
Cooley also served as the President/CEO of Religious Community Services, Inc. (RCS), a Pinellas organization that provides human services for more than 90,000 people annually.
Executive Director Cooley brings extensive community leadership experience to Pinellas Community Foundation through his service on a variety of nonprofit executive boards including the Pasco Economic Development Council, Pinellas County Homeless Leadership Board, Pinellas County Coalition for the Homeless, Rotary Club of Trinity, Pasco Rebuilds Together, United Way of Florida. He is a past president of Leadership Pinellas and a graduate of Leadership Pasco.
Cooley is glad to be back in working in Pinellas County where he enjoys outdoor activities including fishing and hiking; he is an avid SCUBA diver and travels with his family to enjoy the sport. He’s also a devoted college football fan and a dedicated fan of the Florida Gators.
Cooley holds a Master of Nonprofit Administration from the University of Notre Dame as well as degrees in Psychology and Classics from the University of Florida.
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.