Archive for the ‘Events’ Category

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.

Most development directors work heroically to get their board members engaged in face to face fundraising — with very mixed results. Yet we tend to forget about the other “human resource” available to us: the staff. Using successful case studies, we will discuss ways to engage employees in cultivating, asking, and thanking donors.

• How to define and create a “culture of fundraising” within your organization

• Identifying barriers and strategies to address them

• Training your colleagues how to ask

• Adapting the all-staff model to the specific needs and limitations of your group

For 30 years Andy Robison has worked with a variety of nonprofits as a fundraiser, publicist, grantwriter, and community organizer. Since starting his consulting practice in 1995, he has provided support and training to thousands of nonprofit staff and volunteers in 47 U.S. states and Canada.
He specializes in the needs of organizations working for human rights, social justice, environmental conservation, and community development.
His books include Grassroots Grants, Second Edition and Selling Social Change (Without Selling Out): Earned Income Strategies for Nonprofits, available from Jossey-Bass. His latest books, Big Gifts for Small Groups and Great Boards for Small Groups, were published by Emerson & Church, the book division of Contributions magazine.
He lives in Plainfield, Vermont with his spouse Jan, a woodlot filled with wildlife, and a garden that is completely out of control.

Sample Andy’s Work

Members of the Youth In Philanthropy Committee will be joined by teachers, students and beneficiaries  in an interactive session on one of AFP’s flagship programs.  Be prepared to learn about our Chapter’s role as a national model and be moved by the experience of teachers and young philanthropists.  Through YIP, members of AFP pass the philanthropic torch forward and help ensure the legacy of our common cause is carried forward for generations to come.

Teresa Cowan Jones, M. DIV

In a community and world that face deep adaptive challenges, 21st century leadership calls for adaptive skills. What is collective and transformational leadership and how is it developed? What traits and skills support it? Meta-Skills are those skills that enable us to more effectively use all of our other skills and include such adaptive competencies as emotional and contextual intelligence, neuroleadership and mindfulness. Due to the recent enhancement of brain scan technologies, we now better understand how we actually develop these abilities which are most critical for effectiveness,  leadership and fulfillment. Upon reflecting on the nature of leadership and then outlining the meta-skills that cultivate it and their importance to our personal and professional lives, an explanation of how the brain masters this skill set will be offered.  The research results presented change heretofore common perceptions of intelligence, training, learning, leadership and performance. These findings have serious implications for how we as humans change and manage others, engage professional development, increase our profitability, fundraise, and build a thriving community.

Teresa Cowan Jones is an executive and personal coach and owner of TC Jones Coaching, specializing in leadership, professional and personal development. She also serves as Chief Executive Officer of the Breakthrough Leadership Institute, a leadership and community development initiative focused on building the capacity of diverse leaders to address regional issues, and is coach and faculty in a national, nonpartisan leadership organization developing high-potential, political leaders. Author of over one hundred tools for effectiveness, she holds a B.S. in Psychology and a Master of Divinity (a four-year interdisciplinary degree) from Vanderbilt University, both with highest honors. A professionally trained graduate of Coach U, she also completed advanced training in Executive Coaching. This ten-year formal study of human development reflects her love for behavioral science and translates into a keen ability to facilitate the change process for individuals and organizations.

Presented by Richard Tollefson, President, The Phoenix Philanthropy Group

This session will analyze the leading state-wide, national, and international trends and issues impacting your fundraising potential and performance. We will explore a variety of key indicators, such as the current economic climate, recent donor trends and giving patterns, tax and legal issues, cross-border and generational wealth transfers, the increased influence of diverse constituents, social networks, the emergence of social venture and engaged philanthropy, and more.
This presentation is designed to help you to be up-to-date on key issues and trends so that you can proactively prepare for change and be positioned for greater fundraising success.
Presenter Biography:
Richard Tollefson established The Phoenix Philanthropy Group with over 20 years of fundraising and advancement management experience. The Phoenix Philanthropy Group partners with organizations to optimize their impact on our global society by providing strategic, outcomes-driven fundraising, constituent relations, and organizational development programs. Serving over 50 clients in four countries, this professional group brings expertise and best-practices knowledge to Arizona, national, and international clients in education, arts and culture, health care, human services, and international development.
Previously serving as Vice President of Institutional Advancement at his alma mater, Thunderbird School of Global Management, Richard managed two comprehensive fundraising campaigns which raised $120 million in 26 countries, including a $60 million commitment which became the largest naming gift to a college or school of business in the world. Prior to Thunderbird, Richard worked with The Joffrey Ballet, the University of Arizona, and Arizona State University.
In 2001, Richard was honored as the Outstanding Fundraiser of the Year by the Greater Arizona Chapter of the Association of Fundraising Professionals.

If you’re the one person in your organization focused on fundraising, you know how difficult it can be to juggle all the demands. This session will help you get clear about what you need to be doing with your limited time and resources to be successful in fundraising.  Learn the secrets of planning and using systems that will make your life easier.  Learn how to best use your time to get the most done during the day, and which fundraising tasks you should focus on to bring in the most money.

Sandy Rees is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money.  She has written several books on fundraising including “The Simple Success Fundraising Plan” and she writes the blog “Get Fully Funded.”

This seminar will define what “donor-centered” planned gift marketing is and explain why it is superior to traditional marketing.  Participants will evaluate their organization’s planned giving potential so that they can determine whether or not they are realizing their full potential and, if not, to more easily justify the investment of resources into gift planning efforts. This session will also review the five stages of successful donor-centered planned gift marketing. Participants will learn simple tips for how to identify planned giving prospects; easy to implement ideas to educate and cultivate potential supporters; useful techniques for how to more effectively ask for more gifts in-person, by mail, and even by telephone; and practical tips on how to incorporate good stewardship into the gift development process.  By adopting donor-centered techniques, development professionals will be able to more easily raise more money while making more donors even happier.

At the conclusion of this session, participants will have a better understanding of:

The need to adopt a “donor-centered” orientation rather than rely on traditional marketing;
Know their organization’s bequest giving potential;
Recognize the five-steps of the donor-centered planned gift marketing process;
Identify new tips to put to use that will increase results while making donors happier.

Target Audience:

This seminar is designed for a general audience that has an interest in planned giving.  Some of the tips that will be shared will appeal to seasoned professionals while others will be more appropriate for those new to gift planning.  This seminar will be most appropriate for planned giving professionals and development generalists seeking a broad and general understanding of donor-centered planned gift marketing.

Michael J. Rosen, CFRE is President of ML Innovations, a fundraising and marketing consulting firm.  A direct-response fundraising pioneer, Michael has written the bestselling book Donor-Centered Planned Gift Marketing, for which he won the AFP-Skystone Partners Prize for Research in Fundraising and Philanthropy.  Michael serves as Immediate Past President of the Partnership for Philanthropic Planning of Greater Philadelphia and sits on the Board of the Philadelphia Children’s Alliance and the Advisory Board of the Ark Theatre in Los Angeles.

Success Comes in All Sizes

This session will discuss how small to mid-size development offices can maximize their resources and make the most of their efforts to achieve success.  Discussion will focus on effective management and use of tools in the identification, cultivation, solicitation and stewardship processes in the context of a busy development office.

Topics will include: How to leverage time and resources in a variety of environments; strategic execution of best practices and prioritization to build a culture a philanthropy;  execution of the annual fund as a key communication and engagement strategy; examples of accessible prospect identification tools and engagement strategies; creating a vital and committed board and volunteer team; identifying and managing donor expectations; donor recognition vehicles, reporting and accountability; and the optimization of systems, budgeting process and development plan.

Sally McMillan has worked in non-profit fundraising for 12 years. As Director of Development for YMCA of the USA, she is responsible for corporate and foundation solicitation as well as oversight of Financial Development operations, stewardship and re-granting from Y-USA to local YMCAs. Sally honed her institutional fundraising experience at Providence-St. Mel School, Gateway Foundation, the Alzheimer’s Association (national office), and Planned Parenthood/Chicago Area before joining Y-USA. She graduated from Princeton University and has completed coursework at the University of Chicago Graduate School of Business.

Monique Hanson, Senior Vice President and Chief Development Officer of YMCA of the USA, has more than 20 years experience soliciting gifts through all giving channels.  Additionally, she has led comprehensive development efforts for two of the nation’s largest nonprofit organizations Sally McMillan, Director of Development for YMCA of the USA, has 12 years development experience in annual fund, special events, institutional giving and operations.