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NORTH CENTRAL
OHIO CHAPTER
Serving members from Summit, Stark, Medina, Portage, Wayne, Holmes, Ashland, Tuscarawas, and Cuyahoga Counties |
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330-315-0402 | 330-315-0399 Fax |
info@afpncoh.org
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CAREER SUCCESS INSTITUTE
2009 |
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Full
participation in this program is applicable for 8.5 points in
Category 1.B – Education of the CFRE International application
for initial certification and/or recertification.
Click here for the documentation.
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.jpg) CSI
2009
A symposium for nonprofit
professionals,
board members, and volunteers
Friday, August 21
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 “I’ve
been a member of AFP for over 20 years….and much of my
‘learning’ in the development field has come from other fund
raising colleagues who were willing to share ideas and leading
practices which were successful in their organizations.”
- John T. Petures, Jr., President
and CEO
Akron Community Foundation |
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AFP Members:
$95 full day
$65 half day
(lunch included)
Non-Members:
$145 full day
$105 half day
(lunch included)
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Kent State University Stark Campus -
Professional Education and Conference Center
6000 Frank Avenue NW, North Canton OH 44720
FREE PARKING
For directions and a campus map,
visit
http://kentstate.kent.edu/directions/stark/directions.asp
Reservations Required
Deadline: Wednesday, August 1, Noon
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CLICK HERE TO
REGISTER |
AGENDA |
A limited number of scholarships are available.
Click here to apply.
 100+ of
Northeast Ohio’s key
nonprofit leaders by sponsoring
CSI 2009
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8:00 – 8:30 |
Registration |
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8:30 – 8:45 |
Welcome
Chapter President Larry Becker, CFRE
Co-chairs Mella Castner & Kathy Romito |
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8:45 – 10:15 |
Morning Keynote
The Importance of Strategic Planning for Development
Presented by Linda
Lysakowski, ACFRE
President and CEO,
Capital Venture
http://www.cvfundraising.com/company/associates/lysakowski
Linda Lysakowski, ACFRE, author of The Development
Plan, and other books, will discuss the importance of strategic
planning for development. This presentation will provide some food
for thought for anyone in the development profession and will
stimulate the thinking of nonprofit leaders who face some of the
toughest times in their history to develop thoughtful plans for
their development program.
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10:15 – 10:30 |
Every Member
Campaign Presentation Rochelle Fisher, CFRM |
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10:30 - 10:45 |
Break & Vendor Displays
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10:45 - 12:00
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Breakout sessions
1.A Donor Panel
Presented by Eileen Burg, Phil
Maynard, and Roger & Judy Read; Moderator – John Zoilo, Vice President,
Professional Development, Akron Children's Hospital
Attendees will have a unique opportunity to learn from four of
Summit County's most respected and honored philanthropists and
volunteers--Eileen Burg, Phil Maynard, and Roger & Judy Read--as
they discuss and share their unique insight, perspective and
observations on what organizations must do to develop a compelling
case for philanthropic support. Learn about the key messages and
elements that should be incorporated into proposals as well as
reflections on prudent cultivation and solicitation strategies that
have motivated the panelists to make previous major gift
commitments.
1.B The Art of Communication
Presented by Holly Rhodes,
Partner, The Ruby Group/Sandler Training
At This
Workshop You Will Learn:
• Why do the barriers exist?
• How do I keep my prospects on the phone?
• How do I stay motivated?
• How can I be different than the other fundraising professionals?
1.C Social Media/Viral Fundraising
Presented by Angela Siefer,
Founder & Social Networking Consultant, Shiny Door
Twitter,
Facebook, LinkedIn. And those are just a few of the social networks
we hear about continuously. Which ones are worth your valuable time?
How can social networks expand the reach of your organization? How
can they help you communicate with your
members/donors/partners/peers? What is the real cost of using the
social networks? And what about privacy issues? Angela Siefer will
lead us through a discussion of all these issues. You are certain to
leave more comfortable with the idea of using social networks to
meet the goals of your organization. And, in fact, we fully expect
you will leave excited about the potential of social networking!
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12:00 - 1:00 |
Lunch |
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1:00 - 1:15 |
Drawing for Every Member
Campaign Raffle |
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1:15 - 2:45 |
Afternoon Keynote
The Wills of the Rich and Famous
Presented by Missia H. Vaselaney,
Partner, Taft Stettinius & Hollister, LLP
http://www.taftlaw.com/attorneys/484-missia-h-vaselaney
This
presentation will focus on the wills of such people as John Kennedy,
Jerry Garcia and Anna Nicole Smith and will discuss lessons to be
learned from those wills.
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2:45 - 3:15 |
Break & Vendor Displays
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3:15 – 4:30 |
Breakout sessions
2.A Ohio Philanthropy Responds to the
Recession
Presented by George Espy,
President, Ohio Grantmakers Forum
Every segment of society has been impacted by the
economic downturn, including organized philanthropy. Now that the
recession is more than a year old, clear trends and patterns are
beginning to emerge. This workshop will provide the latest
information on the state of philanthropy in Ohio, including up to
date giving, assets and changes in funding emphasis by Ohio
foundations. In addition, Mr. Espy will share information on how foundations are helping build the capacity of
nonprofits to continue their work in local communities.
2.B Donor Obligations and Board Expectations
Presented by Margaret
Milbourn, Philanthropist & Community Volunteer
Do you
need insight into a community volunteer’s perspective of her role on
your board and as a donor? Mrs. Milbourn shares her vast
experiences, including what serving on a board means to her and how
she fulfills that responsibility. She will also share her feelings
about philanthropy ~ approaches that have gone wrong and approaches
that have been well done. In addition, she will also share what is
important to her and her husband when considering making a
philanthropic gift of significance.
2.C Maintaining your Endowment
Fund in Troubled Financial Times
Presented by Constance Clark, Vice President, Jeffrey Byrne &
Associates, Inc.
Institutions need to make a commitment to planned giving to weather
the storms of future economic challenges. With a look to the past
economic challenges through history up to today, the workshop will
address making a case in your organization for the time and talent
necessary for developing a successful Planned Giving portfolio -
now. We will address emerging funding needs of our organizations and
how the current challenges will actually provide opportunities to
position ourselves to take advantage of increasing donor commitments
in the near future. Also, how do we get our staff ready for an
endowment campaign, and how do we get our Board ready in these
uncertain times? There are essential steps that need to be taken NOW
to position our organizations for a successful future. This workshop
will take us beyond the basic definitions of a planned giving
program to an informative presentation combined with an energy
filled discussion on how to ready our organizations for the next
century through what we do now in establishing organizational
endowments.
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4:30 |
Conclusions & Program Evaluation |
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SPEAKERS |
Linda Lysakowski, ACFRE |
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Linda Lysakowski,
ACFRE
President and CEO, Capital Venture
Ms. Lysakowski is one of only 81 professionals worldwide to
hold the Advanced Certified Fund Raising Executive
designation. In her fifteen years as a philanthropic
consultant, she has managed capital campaigns; helped dozens
of nonprofit organizations achieve their development goals,
and has trained more than 12,000 professionals in Mexico,
Canada, Egypt and most of the fifty United States, in all
aspects of development. Ms. Lysakowski is a graduate of
AFP’s Faculty Training Academy and has served on the board
of the AFP Foundation for Philanthropy. She has received two
AFP research grants. She is also a prolific writer and is
currently working on two more books for the profession.
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Messia Vaselaney |
Ms. Vaselaney focuses her practice on
estate planning for business owners and individuals. She has
worked with clients to both plan and administer estates that
have ranged from the very modest to the large and
sophisticated. In 2002, Ms. Vaselaney became an OSBA Board
Certified Specialist in Estate Planning, Trust & Probate
Law. She is a featured speaker both nationally and
state-wide on estate planning and other related matters on
behalf of banks, brokerage firms and other professional
associations. Ms. Vaselaney is a member of the American,
Ohio, and Cleveland Metropolitan Bar Associations. Ms.
Vaselaney is a former Trustee for the Catholic Charities
Corporation (1994-2002) and was a founding member and former
chairperson of the Catholic Charities Corporation's Planned
Giving Committee. She is a member of the Development
Advisory Board for the Sisters of Notre Dame. She is on the
Advisory Board for the American Lung Association of
Northeast Ohio, and is a former Member of the State Board at
the American Lung Association of Ohio.
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Eileen Burg |
Eileen Burg's husband, H. Peter Burg, was
known for his leadership, humility, stewardship, and love
for others. Her mission has become to maintain Pete's
spirit, memory, and good works by emulating him as best she
can. Continuing to invest in organizations that Pete was
involved with has benefited the community and allowed her to
maintain a strong spiritual connection with him.
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Constance Clark |
Connie Clark
has more than 29 years of extensive experience in
not-for-profit administration, capital campaigns, annual
campaigns, endowment campaigns, capacity building, board
development, local, state and federal grant procurement, and
knowledge of estate planning concepts for major gift
solicitation. She offers clients a high level of
professionalism and experience combined with excellent
communication and organizational skills. As a YMCA
professional, she coordinated capital campaigns that totaled
$16.4 million that included the building of two new YMCAs
and the renovation of two existing YMCAs. She secured
operating and capital project grants in excess of $7.9
million which included a Kresge Foundation challenge grant
and a $1 million Federal earmark grant. She formalized the
planned giving program which resulted in an increase in the
planned giving portfolio 400%. In 2005 Connie joined Jeffrey
Byrne and Associates as a partner where she provides capital
campaign organization and leadership, planned giving
capacity building and endowment campaign development,
feasibility studies, financial audits, long-range planning
support, mid campaign reviews, board development, counsel
for major gift solicitation, and Kresge grant development
and writing. Connie is an international presenter and leads
workshops and seminars on grant writing, annual campaign
development, capital campaign development, endowment
development, major gift solicitation, board development,
long range planning, and non-profit review of operations.
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George Espy |
George Espy has been the president of Ohio
Grantmakers Forum (OGF) since 2002. He served as director of
OGF’s Northeast Ohio office for two years before assuming
his present positions. Prior to his work with OGF, Mr. Espy
was the executive director of Seventh Generation, a
nonprofit environmental education organization. He is a
member of the board of the Forum of Regional Association of
Grantmakers, the Attorney General’s Nonprofit Advisory
Council, International Partners in Mission and the Center
for Nonprofit Policy and Practice at Cleveland State
University.
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Phil Maynard |
Philip H. Maynard is chairman & CEO of ASW
Properties, Ltd., a real estate and development company with
affiliated operations in logistics and material handling.
Maynard is chairman of the Akron Children’s Hospital
Foundation Board, Chairman of the Catholic Diocese of
Cleveland Foundation board, past-chairman of Akron
Children’s Hospital Board of Trustees, past-chairman of
Archbishop Hoban High School Board of Trustees;
past-chairman of the Ohio Warehouse Association and of the
International Warehouse Logistics Association. He is on the
Executive Committee of the University of Akron Foundation
Board and on the Heart to Heart Communications and Interval
Brotherhood boards. Community activities include his support
of the Akron-Canton Regional Foodbank, Boy Scouts, East
Akron Community House, Haven of Rest Missions, Hospice of
Summa/Visiting Nurse, Open M and many more. He is also
chairman of The Maynard Family Foundation, a charitable,
non-profit entity formed in 1993 to coordinate the
charitable efforts of all of his companies and personal
holdings.
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Margaret Milbourn |
Mrs. Margaret “Peggy” Milbourn has been
involved in non-profit work both nationally and locally for
over 35 years. She feels her work with the local Junior
League really peaked her interest in helping in the
nonprofit world. She lends her fundraising and nonprofit
talent to many organizations, including Denison University,
Lake Erie College, and Grand River Academy, where she served
as a trustee for 16 years fostering a capital campaign and
initiating a development program. In addition, she served on
the Board of the Wilson School in St. Louis. She
currently serves on the Board of Hospice of the Western
Reserve, where she chairs the development committee and
co-chairs the current capital campaign.
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Roger &
Judy Read |
For almost 40 years Roger T. Read has been an
active community member, serving on the boards of numerous
organizations that have helped shape Akron’s growth and
development. Prior to his retirement in 1995, Roger, as
President and CEO of Harwick Standard Chemical Corporation,
was known for his quality initiatives, visioning process,
and increasing company visibility and market share. Roger is
a trustee for the Corbin Foundation and the University of
Akron Business College Advancement Council; Past Chair of
Akron Rotary Club, Stan Hywet Hall and Gardens Board, Akron
Automobile Club, and the Center for Nonprofit Excellence;
has served as a trustee of Leadership Akron; and is past
President of the University of Akron Foundation.
Judy has been an active part of the
philanthropic landscape as well. A trustee and advisor to
countless nonprofit organizations, she is a well respected
voice in the Akron area. She was instrumental in a series of
events, properly known as Wake-up calls, that were seminars
addressing the need for collaborative and sustainability
planning to nonprofit organizations in Northeast Ohio.
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Holly Rhodes |
- Holly Rhoads
Partner, The Ruby
Group
Before joining The Ruby Group, Holly had a
16-year career in banking and business development. In her
last role as District Sales Executive, she was responsible
for the sales performance and profitability of the Akron
Market. In less than 18 months she more than doubled
deposits and loans by utilizing her skills in the area of
sales calling, client management and coaching. Her passion
is in helping others develop personally and professionally.
She received her B.S. in Business Administration from The
Kent State University and her Masters Degree in Business
Management from Baldwin Wallace College.
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Angela Siefer |
Angela envisions a world in which all members
of society have the tools and the resources to use the
Internet for the betterment of themselves and their
communities. Angela calls herself the Founder and Chancellor
of Shiny Door, which provides social networking workshops
and guidance to small businesses and nonprofits hesitant of
social networking’s value and uncertain how to use social
networking tools. Angela has a varied history of working
within the startup world and the nonprofit world. If you
really want the details peruse
http://linkedin.com/in/angelasiefer. Angela has a
Black Belt in TaeKwonDo, a Green Belt in Krav Maga and is
currently learning Muay Thai. Yet somehow she still
considers herself a peace loving soul.
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John Zoilo |
In May 2006, John D. Zoilo joined Akron
Children’s Hospital as Vice President of Development and
Executive Director of Akron Children’s Hospital Foundation.
John brings 25 years of broad-based development experience
to Children’s, helping secure millions in capital, annual
and endowment contributions for health and human service and
arts and culture organizations. Originally a native of the
New York metropolitan area and a graduate of Marquette
University, John previously worked for the United Way of Tri
State and then undertook leading the national grassroots
effort for the Statute of Liberty and Ellis Island. John was
then recruited to Northeast Ohio to become the Director of
Development of the Rock and Roll Hall of Fame. After that
interesting experience, he became the first Director of
Development for the Great Lakes Science Center, also located
on Cleveland’s North Coast Harbor. John enjoyed a rewarding
12-year tenure at the Science Center, most recently serving
as Senior Vice President of Development and Marketing. John
is excited to be part of the Akron Community and currently
serves on the boards of the Ronald McDonald House of Akron,
Portage Path Behavioral Health Services, and the Association
of Fundraising Professionals North Central, Ohio.
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