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  • Development and Finance Symposium

    May 13-14, 2014

    AFPlogoCo-sponsored by the Association of Fundraising Professionals International and the Center for Philanthropy and Nonprofit Leadership, at the Susanne M. Glasscock School of Continuing Studies, Rice University 

    Register Today 

    Nonprofit organizations have the opportunity to create strategic advantage by developing a strong relationship between their fundraising and finance functions. This symposium is designed to explore the dynamics of having these two offices collaborate, resulting in better-informed business decisions for their organizations. Senior advancement officers and CFOs will share their experiences and strategies for effective management, and participants will learn more about the complexities of both roles. Fundraisers, chief finance officers, vice presidents, executive directors, investment professionals and board members will all benefit from gaining more insight into how fiscal roles can create stability for their organizations. 

    CCS logoSee 2014 symposium schedule 

    Hotels near Rice University (pdf) 

    See information on CPE credit 

    2014 Scholarship Information 

    Registration Fee By April 10, 2014 After April 10, 2014
    AFP Members $395 $495
    Groups of 2 or more from same organization $395 $495
    General Public $595 $695

    Keynote Speaker

    JClarkJanet F. Clark is recently retired as executive vice president and chief financial officer of Marathon Oil Corporation. She joined Marathon in January 2004 after having previously served as senior vice president and chief financial officer for Nuevo Energy from 2001 through 2003. Before joining Nuevo, Ms. Clark worked at Santa Fe Snyder where she assumed the role of executive vice president of Corporate Development and Administration in 1999. Ms. Clark joined Santa Fe in 1997 as chief financial officer.

    She began her career as an investment banker specializing in corporate finance, primarily with The First Boston Corporation, now owned by Credit Suisse.

    Ms. Clark earned a bachelor of arts degree in economics from Harvard University and an MBA in finance from the Wharton School of the University of Pennsylvania.

    Ms. Clark serves on the Board of Directors of Dell, Inc. (NASDAQ: DELL). She is a board member the following nonprofit organizations: The Houston Symphony, YES Prep Public Schools, Teach for America - Houston Regional, and Greater Houston Community Foundation. Ms. Clark also serves on the Rice University - Jones Graduate School of Management Council of Overseers. She also is a member of the Federal Reserve Bank of Dallas' Business and Community Advisory Council.

    General Session Speakers

    Meeting of the Minds Around Metrics 
    Professor Zietlow will share the results of his survey of conference participants regarding the financial health of respective organizations. This session will also work through the Why, Where and How questions regarding the pursuit of healthy sustainable organizations through effective interface between finance and development functions. 

    Speaker: Dr. John Zietlow, professor of finance, Malone University, is the co-author of "Financial Management for Nonprofit Organizations" and "Cash & Investment Management for Nonprofit Organizations." He has been serving, researching, training, consulting and writing in the nonprofit field for more than 25 years, with a focus on faith-based organizations. His most recent research includes the development of a nonprofit financial health index and bench-marking organizations’ financial health with that index. He is currently professor of finance at Malone University in Canton, Ohio and also teaches graduate nonprofit financial management as associate faculty at Indiana University-Purdue University at Indianapolis (IUPUI). Dr. Zietlow is certified as Certified Treasury Professional through the Association for Financial Professionals.

    A Volunteer’s Perspective on Finance and Development 
    Do volunteers consider finance and development as distinct functions or as two sides of the same coin? Does their external view match with your internal perspective and how it might impact their ability to be an effective volunteer? Whether serving as a volunteer board member, fund-raiser, or in other capacities, how might finance and development staff help their volunteers to be more effective in fulfilling their nonprofit’s mission?

    Speaker: Marty Martin, JD, MPA, Martin Law Firm, Raleigh, North Carolina, focuses his practice on providing legal services and training related to nonprofit and tax exempt organizations. He helps these groups achieve their mission by combining his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations. Mr. Martin serves on the national Internal Revenue Service’s Advisory Committee for Tax-Exempt and Government Entities (ACT). He is an instructor with the Duke Nonprofit Management Certificate program. He is affiliated with North Carolina State University’s Institute for Nonprofits and is alecturer in the nonprofit studies program. Mr. Martin is a Board Source Certified Governance Trainer and holds a Master in Public Administration (MPA) degree with a concentration in managing nonprofit and public sector organization from the Harvard Kennedy School and a Juris Doctorate (JD) degree from Western New England University School of Law. 

    Rick Daigneault, CPA, director of finance, The Children’s Museum of Houston, has 25 years experience in nonprofit administration, finance, accounting, and auditing and has served as The Children’s Museum of Houston’s director of finance since 2008. Previously, he was senior audit manager at Blazek & Vetterling LLP, and vice president of finance and administration/CFO at Neighborhood Centers, Inc., in Houston. He holds an MBA in finance from Our Lady of the Lake University in San Antonio and a BS in commerce and business administration from the University of Alabama, Tuscaloosa. He has been a Certified Public Accountant since 1984.

    Melissa Garlington, CFRE, director of development, The Children’s Museum of Houston, has more than 20 years of experience in development, including leadership roles at Memorial Hermann Foundation and the Ronald McDonald Houston of Houston. Ms. Garlington holds a BS in human development and family studies from Texas Tech University and is a member of the Junior League of Houston, Pi Beta Phi Alumnae Club and serves on the Dean’s Advisory Council for the College of Human Sciences at Texas Tech University. She earned her CFRE credential in 2002 and is an active member of the local AFP chapter. 

    Breakout Session Topics

    Building a Strong CDO-CFO Partnership 
    CDOs and CFOs look at and report fundraising numbers in different ways. A shared understanding of each other's perspectives and the pressures placed upon each by CEOs, boards, and other organizational leaders, is an essential starting point for effective partnership. A strong CDO-CFO partnership is in turn the foundation upon which organizations develop the best strategies for investment in development and for measurement of return on that investment. We will look at strategies employed by organizations that have dramatically increased their investment with highly successful results.

    Speaker: Ronald J. Schiller, founding partner of the Aspen Leadership Group and the Chief Development Officer Career Network, is a nationally recognized advisor to presidents, board members and other leaders in social profit organizations. Since 2011, he has focused his attention on executive search and strategic consulting, bringing his broad perspective together with a large and trusted network of social profit leaders built over his career, to the service of clients. He serves on the faculty of the annual CASE conference, and serves as co-chair of CASE’s Winter Institute for Chief Development Officers. Mr. Schiller is a member of the Cornell University Council, the Cornell University Trustees Glee Club Advisory Council, and the boards of directors of The Buddy Program, the American Friends of Covent Garden and the Salt Bay Chamberfest. He has served on the boards of Chicago’s Harris Theater for Music and Dance, the University of North Carolina School of the Arts, the Cayuga Chamber Orchestra and the Mendelssohn Choir of Pittsburgh.

    From the CFO’s Perspective
    Moderator: Kathy Fountain, Chief Financial Officer, SER-Jobs for Progress
    Archie Dishman,  VP Finance and Chief Administrative Officer, United Way of Greater Houston
    Cheryl Dotson, Chief Financial Officer, Catholic Charities of the Archdiocese of Galveston-Houston
    Wade Miller, Senior Director of Finance & Operations, Asia Society Texas Center
    Sandy Mooney, Vice President for Financial Operations, Houston Baptist University

    From the CDO’s Perspective
    Moderator: Kevin Foyle, Vice President of Development, The University of Texas Health Science Center at Houston
    Emelda Douglas, Senior Vice President and Chief Development Officer, Neighborhood Centers, Inc.
    Jenny Dudley, Vice President for Development, Greater Houston Partnership
    Beth Shea, Chief Marketing and Development Officer, Girl Scouts of San Jacinto Council

    2013 Participant Testimonials

    "Overall, great combination, especially for development - finance staff. Very insightful presenters from interesting sectors." 

    "I learned a lot, and I'm glad I came. I find myself looking forward to future events."

    "I enjoyed the conference and learned that my organization is at the best practice edge in terms at development and finance relationships." 

    Attention CPAs

    The Glasscock School of Continuing Studies is a Registered CPE Course Provider. 

    Our attendees may earn 10.5 CPEs by attending the Development & Finance Symposium. 

    cpe logoWe have registered with the Texas State Board of Accountancy (Registration no. 600) to meet the requirements of the continuing professional education rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities and length of class hours. This registration agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the licensee. Rice University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: http://www.nasba.org/ 

    See more information on CPE credits offered by the Glasscock School of Continuing Studies.