Archive for the ‘Monthly Meeting’ Category

Presented by Mary Louise Luna, CFRE.

In keeping with Write-A-Will month, Mary Louise will be speaking on Planned Giving programs.

Mary Louise Luna, CFRE is Planned Giving Officer for Carondelet Foundation and has been with Carondelet for 14 years since 1996.  She was honored by AFP as Outstanding Fundraising Executive in 2002.

The importance of branding to attract donors
•    Rules of Branding
•    You and the Competition
•    Understanding the Consumer ~ know your best customer
•    Design is key
•    Working with your marketing team

Presented by Robyn Frey, Vice President/Creative Director, Bolchalk Frey Marketing

Since joining Bolchalk Frey Marketing in 1982, Robyn has used her versatile talents to create images and messages that guide clients to their desired goals in marketing their products and services.

Robyn’s strength is that she always has a new and different idea that becomes a creative strategy for an entire marketing campaign or one advertisement. She has a vast background in artistic endeavors that enables her to translate client’s ideas into images that sell.

Robyn and her creative design team have won numerous design awards in Arizona and nationally.  Robyn’s genius is being able to simplify the program goals into simple, easily undertstandable messages that are appropriate and consistent for each medium – from transit shelters to advertisements to television and radio commercials. She provides guidance for the creative staff in the details and production of the designs.

A native of North Carolina, Robyn has a BA in Graphic Design from the University of Georgia. She was an artist for the University Of Georgia College Of Veterinary Medicine and served as Art Director at Bernard Hodes Advertising.

She received the Phyllis Ehlinger Women of Excellence Award in 2010 from the American Advertising Federation Tucson.

Presented by Michelle Steinberg, Public Policy Manager and Lobbyist, Planned Parenthood Arizona

You Can Advocate!

Join us as we discuss:

¨      Principles and Actions

¨      Know the issues

¨      Types of Advocacy

¨      What a 501c3 can and cannot do

¨      Building Relationships with policymakers

Michelle M. Steinberg is the Director of Public Policy for Planned Parenthood Arizona.  Michelle is responsible for overseeing the public affairs department of Planned Parenthood which advocates on behalf of reproductive rights with public decision-making bodies.  She is also responsible for managing the Planned Parenthood Advocates of Arizona, the political arm of PPAZ which endorses and funds candidates for public office, organizes and facilitates campaign fundraisers, organizes grassroots campaigning, and speaks to the media, volunteers and the community on behalf of issues and candidates for public office.  Michelle joined Planned Parenthood in 2005.

Michelle has been involved in public policy in Arizona for the past twenty five years.  She is an active member of the community, and serves on numerous boards and committees at the state level and local level.  She has served as the executive director of Kids Voting Arizona and as the director of community relations for the Jewish Federation of Greater Phoenix.  In her volunteer position as Legislative Issues Chair for Arizona PTA, she advocates on behalf of children’s health, welfare and education issues and serves on the statewide Education Coalition.  Michelle serves on the boards of the Center for Progressive Leadership and the Arizona Advocacy Network and is a member of Valley Leadership, Class 25.
Michelle has worked with organizations such as The American Jewish Committee, The Anti-Defamation League, No More Deaths, Arizona Interfaith Movement, ACLU, and the Phoenix Sister Cities Commission and has received recognition from the Arizona Bar Foundation and the National Committee for the Prevention of Child Abuse.

A native of New York, Michelle has been an Arizona resident for 34 years and has two adult children.

There will be no Monthly Meeting in December.   Our regular meeting schedule with resume in January, 2012.

Southern Arizona Chapter
Members Holiday Party
Thursday, December 15, 2011
5 PM – 6:30 PM
Join us to celebrate the Season!

Doubletree Hotel on Alvernon
Upper Lobby Bar

Members – FREE
Guests/Nonmembers – $25

Complimentary Hors d’oeuvres and a Glass of Wine will be provided.
Cash Bar available.

Please RSVP by Monday, Dec. 12th
admin@afpsoaz.org

Clint Mabie of CFSA and Tony Penn of United Way will join us for a discussion with Pamela Doherty, CFRE facilitating.

J. Clinton Mabie joined the Community Foundation for Southern Arizona as President and CEO in May of 2010. Mr. Mabie started his career in the nonprofit sector 18 years ago after jobs in advertising and commercial real estate. During his nonprofit career, he served as Director of Development of The Golden Apple Foundation, founder of the Center of Teaching and Learning which teaches educators how to incorporate technology into the classroom, and was a high school teacher in the Chicago Public Schools. Most recently, Clint served as Director of Donor Services and Program Development at the Chicago Community Trust. During his tenure, donations increased from $15 million to $90 million annually and grants from donors increased from $1 million to over $45 million annually. Clint also planned and raised over $20 million for diverse communities and created the Trust’s poverty initiative, Return on Chicago.

Mr. Mabie received a Bachelor of Arts degree from Ohio Wesleyan University, a Master of Management from J.L Kellogg Graduate School of Management at Northwestern University and a Master of Arts in Teaching from National-Louis University.

Clint currently serves as a board member of the Arizona Grantmakers Association, and as a member of the Southern Arizona Leadership Council and Nonprofit Executives of Tucson. He has served on nonprofit boards for over 20 years including, The Community Mental Health Council, National-Louis University and the Chicago District Golf Association’s Sunshine Through Golf Foundation. Clint is married to Debi and has three children, Chess, Clark and Martha.

Tony Penn is president and CEO of United Way of Tucson and Southern Arizona (UWTSA). With this role he guides and directs staff and volunteer activities including resource development, marketing, governance, human resources and strategic planning for the organization. He leads this multimillion dollar nonprofit organization as it addresses the health and human service needs of Greater Tucson and Southern Arizona. Under his leadership, UWTSA leverages the expertise and passion of donors, volunteers and staff in support of programs to advance the common good and create long-term solutions that ensure children and youth succeed, increase the financial stability of individuals and families and help to raise the quality of life for seniors.

Prior to joining UWTSA, Tony served as the Chief Development Officer of the YMCA of Greater San Antonio where was responsible for several new multimillion dollar capital projects and helped to more than double their annual campaign. Tony has also held positions in the for-profit sector, including a 23+ year career, with Teradyne/GenRad Corporation where he advanced to the position of regional manager. He is also an Air Force veteran.

Tony is a recent graduate of the University of Arizona’s Eller College of Management Southwest Leadership Program. He is also a graduate of the University of Texas at San Antonio, College of Public Policy in Non Profit Management, and the Harvard Business School Executive Education program in Governing for Non Profit Excellence.

Panel Discussion

The distinguished panel includes:

Lori Hoby, CPA, Moderator
Executive Director, Center for Planned Giving

Beth Bank
The Stuchen/Levy Group, Investment Associate, Merrill Lynch

Linda Goode
Prudential Insurance, Financial Professional Associate

Christine Noz,  JD
Trust Officer, Mission Management and Trust

Do your board members eagerly attend your board meetings?  Are your meetings effective, strategic and highly productive?  Are you meeting your board members needs so that they in turn can meet the needs of your organization?

This session will reveal why people want to meet and what they expect to get out of board meetings.  Learn tools and strategies for better engaging your board members and focusing their time together on real, meaningful, strategic dialogue.  Samples will be provided that can be immediately implemented in your organization.

Executive Directors and board members are highly encouraged to attend this session!

Presented by Laura Alexander and Jenny Carrillo, CFRE

Join us for an insightful discussion about current government issues affecting the non-profit sector with Congressman Raúl Grijalva and Gabrielle Giffords District Director Ron Barber.   What is the role of the government in our non-profits and what steps can we take to strengthen our relationships with our government officials?

Some would say that this is a bizarre time to talk about talent management, but the truth is just the opposite. We are going through major changes in business and the economists are telling us that when the recovery hits, doing business will never be the same as it once was. Therefore, now is the time to take action so your business can move away from survival mode and begin the process of thriving.

Your first action is to decide what your future should look like based on the structural changes that have taken place during the recent recession. Next, you will need to determine what your infrastructure should look like in order to achieve your vision. One of the central elements to a thriving future is your people. It is imperative that you have a competent, stable and well-led workforce.

In this session we will talk about the design of your infrastructure, what functions need to be in place, and help you determine if you have the right people in the right seats with the right skills, attitude and energy. It’s time to raise the bar in all areas, especially in talent management. We will discuss why upgrading staff may be vital and why this is the time to do it. If you do not make the appropriate functional changes and reevaluate your current staff, no amount of technology, equipment or marketing will make you thrive.

Topics covered:

·    Creating a vision that puts you back on a success path.
·    Evaluating your readiness for the recovery.
·    Determining the gaps in your current infrastructure.
·    Determining if your team is up to the challenge.
·    How to measure current staff against the needed functions.
·    Fire? Retain and retrain? Hire and Develop?
·    How to build a competent, stable, well-led workforce.
·    Why this is the best time to hire.

Who should attend?

This session is highly recommended for business owners, managers, supervisors and human resource personnel who are involved with any part of the talent management process.
Debra Thompson is an internationally recognized consultant, speaker and author of five books. Debra knows that business success is dependent on creating a competitive advantage by establishing a competent, stable well-led workforce. Her believe is so strong, she has spent the last 15 years creating and implementing a disciplined process using the latest tools in aptitude and attitude assessments for hiring that guarantees only top performers.

This proven process has been documented in her most recent book, co-authored with Bill Greif, titled No More Rotten Eggs – A Dozen Steps to Grade AA Talent Management. The book has been published by McGraw-Hill and is now in bookstores everywhere.

Most of Debra’s career has been in the graphic industry. From 1977 to 1994, she owned and operated a successful printing company in Orchard Lake, MI. Upon selling it, she relocated to Tucson, AZ, and established TG & Associates to provide business consulting and human resource services for small to mid-size businesses and organizations. Her presentations have covered the full scope of talent management and she has become recognized for her guidance on building great teams, especially in tough economic times. She is often introduced as the “Expert in the People Side of Business.”

Two years ago, Debra took a sabbatical from the speaking and consulting circuit and accepted a position as a General Manager of a large commercial/digital printing company in Tucson. It was an opportunity to get back in the trenches and practice what she has learned and been preaching. Now with the launch of the new book, she is doing less GM work and more speaking, consulting and writing.

Debra is the founding president of the Southern Arizona Chapter of the National Association of Women Business Owners. She was the 1998 NAWBO Tucson Business Woman of the Year and in 2003 was awarded the PrintImage International Industry Award of Distinction. She is a certified professional speaker of the National Speakers Association and also certified to analyze and consult using the DISC profiling system.

Educational materials available:
No More Rotten Eggs – A Dozen Steps to Grade AA Talent Management
Authors: Debra Thompson and Bill Greif
Published February 2010 by McGraw-Hill Professional
Available at bulk rates 35% less than retail

The world is evolving and Social Media has become a necessity for fundraising professionals to build robust networks and engage with donors and the community.

This session will introduce the tools and how they are used, and give real world examples that can be  immediately implemented into fundraising programs. Learn how to develop a strategy and leverage the various online platforms to meet the objectives of a campaign. Presented by Kerry Stratford, Principal and Chief Brand, Creative and Interactive Strategist of Caliber Group, a marketing, PR and interactive firm with offices in Tucson and Phoenix.