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Development and Finance Symposium

June 9-10, 2015

Co-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

Dates: Tuesday, June 9, 11 a.m.-5 p.m. and Wednesday, June 10, 8 a.m.-3 p.m.
Fee: $695   For AFP members: $495   Group registration (two or more from same organization): $495 per person

Scholarship opportunities available. Download the application form.

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 from these practitioners and scholars. 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. 

Among other topics, sessions will include a facilitated panel discussion for chief financial officers as well as one designed for chief development officers.

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See information on CPE credit

Additional Sponsors:

Registration Fee per Person By April 10, 2015 After April 10, 2015
AFP Members $395 $495
Groups of 2 or more from same organization (per person) $395 $495
General Public $595 $695

 

Schedule

View the June 9 schedule.

View the June 10 schedule.

June 9
 

Keynote:

Marc Shapiro, non-executive chairman of Chase Bank of Texas, previously served as chief financial officer at Texas Commerce Bank. After the bank was purchased by J.P. Morgan Chase, he was named chief executive officer of the statewide organization and later named vice chairman for finance and risk management for the parent company. He is also a director of Kimberly-Clark Corporation, The Mexico Fund and Weingarten Realty Investors. Mr. Shapiro has a long history of community involvement. During his career, he has served as chairman of the Greater Houston Partnership, chairman of the Houston United Way Campaign, and founding chairman of the Hobby Center for the Performing Arts, and a member of the Board of Trustees for Rice University. He currently serves on the board of advisors of the James A. Baker III Institute for Public Policy at Rice.
He is past chairman of the board of trustees of Baylor College of Medicine and past chairman of the board of visitors of MD Anderson Cancer Center and continues to serve on the boards of both institutions. He also currently serves on the boards of the Baylor St. Luke’s Medical Center Hospital, the Menninger Clinic and the Sabin Institute. His past board service includes the Texas Medical Center, Inc., BioHouston and the Harris County Hospital District. Mr. Shapiro is a native Houstonian who completed his undergraduate work at Harvard and gained his MBA at Stanford Business School.

 

 

 

Additional Plenary Speakers:

Ronald SchillerRonald 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.

 

 

 

 

John ZietlowJohn Zietlow, Professor of Business Administration, Southwest Baptist University, Bolivar, MO, 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 also teaches graduate nonprofit financial management as associate faculty at Indiana University-Purdue University at Indianapolis (IUPUI) and Indiana University-Bloomington. Dr. Zietlow is certified as Certified Treasury Professional through the Association for Financial Professionals.

 

 
 

 

 

June 10

Keynote

Carson EmmettEmmett D. Carson, Ph.D., CEO and president of Silicon Valley Community Foundation, is an international thought leader in the field of philanthropy. As founding CEO of Silicon Valley Community Foundation in 2006, he led the unprecedented merger of two of the largest community foundations in the world. Today, SVCF has over $4.7 billion under management, and Dr. Carson oversees the community foundation’s work with donors and corporations, whose generous giving has made SVCF both the largest grantmaker to Bay Area nonprofit organizations and the largest international grantmaker among community foundations in the U.S.
Before this, Dr. Carson had a distinguished 12-year career as CEO of The Minneapolis Foundation and, prior to that, oversaw the Ford Foundation’s U.S. and global grantmaking program on philanthropy and the nonprofit sector. He has published more than 100 works on philanthropy and is an authority on issues of social justice, public accountability and African American giving. He is consistently recognized as one of the most influential nonprofit leaders in the U.S. and has honorary degrees from Indiana University, Morehouse College and The National Hispanic University. Dr. Carson received both his master’s and Ph.D. degrees in public and international affairs from Princeton University and his bachelor’s degree in economics, Phi Beta Kappa, from Morehouse College.

 

 

 

Additional Sessions:

Elevating the Role of Finance in Your Organization with Stronger Stakeholder Relationships

Erika McNicholErika May McNichol is currently the Director of Product Marketing at Abila, as well as serving as the Senior Product Manager for Abila MIP Fund Accounting for the past two years. Ms. McNichol is passionate about working closely with rising nonprofit and municipality financial leaders to elevate the strategic role of finance and accounting. She has more than ten years’ experience working with nonprofits to help them improve internal efficiencies, generate more revenue and funds, and better fulfill their mission. Ms. McNichol received her Bachelor of Business Administration in Marketing from the University of Texas at Austin.

 

 

 

 

 

Jeri Nordbrock is currently the Director of Finance at the Houston Parks Board after serving as Controller at KIPP Houston Public Schools. She brings her years of experience in nonprofit accounting, financial management, administration, planning, and fund development along with her passion for HPB’s mission and projects to her role as Director of Finance. Before pursuing a career in nonprofit management, Jeri was a commercial banker for nearly eight years with a major bank in Chicago, Illinois. She received her MBA in finance and economics from Northwestern University’s Kellogg School of Management and her BA in English, with French and math minors, from the University of Nebraska in Lincoln.

From the CFO’s  Perspective

A panel of experienced CFOs will share their experiences working with development offices. Learn about best practices and operating procedures that allow finance and development to work together better, tips for how fundraisers can make the finance team’s job easier and how the finance team can support development efforts. 

Rick Daigneault – Director of Finance/CFO, Children’s Museum of Houston
Kathy Fountain – Chief Financial Officer, SER Jobs for Progress of the Texas Gulf Coast
Joanne Margraves – Chief Financial Officer, The Kinkaid School

Rauli GarciaRauli Garcia is the Chief Financial Officer of Houston Symphony. In this capacity, he manages the accounting, budget, tax, audit, and IT activities for the Symphony of one of the nation’s largest cities, with an annual budget of over $30 million. Prior to joining the Houston Symphony in 2013, Mr. Garcia was the CFO for Houston Grand Opera, one the US largest and most financially sound Opera companies (2008-2013). In 2007, Mr. Garcia earned his Masters of Business Administration from the Jesse H. Jones Graduate School of Business at Rice University and he earned his Bachelor of Science in Psychology from the University of Houston in 1992.

 

 

 

 

 

From the CDO’s  Perspective

A panel of experienced CDOs will share their experiences working with finance offices. Learn about best practices and operating procedures that allow development and finance to work together better, tips for how the finance team can make the development offices job easier and how development can support the finance efforts at their organizations.

Emelda Douglas – moderator, Senior Consultant, Sterling Associates
Tom Herbert – Vice President for University Advancement, Miami University
Amy Purvis– Chief Development Officer,The Museum of Fine Arts, Houston
Jim Thompson – Special Counsel to the President at the University of Rochester

Team Discussion from Meridian Health from New Jersey

Joe StampeJoseph E. Stampe is President of Meridian Health Affiliated Foundations and a member of the administrative team at Meridian Health. He is responsible for all fund raising across the Meridian Health system, which includes six hospitals in Monmouth and Ocean Counties in New Jersey. Last year, Meridian Health Affiliated Foundations raised over $18 million in philanthropic support for Meridian.

He holds his Master of Arts degree in corporate and organizational communication from Fairleigh Dickinson University and a Bachelor of Arts degree from Drew University. He serves on the boards of the Make-A-Wish Foundation for New Jersey, the Association of Fundraising Professionals – New Jersey Chapter, and the Upper Freehold Regional Board of Education.

 

 

 

 

Joe LemaireJoseph M. Lemaire, Executive Vice President, Finance, Meridian Health System, assumed his current role in June 2014. Mr. Lemaire has 38 years experience in the healthcare industry. Prior to joining Meridian Health, Mr. Lemaire served as Executive Vice President and Chief Financial Officer for Holy Name Medical Center. He was a partner with the Big 4 accounting firm, Ernst and Young, auditing a diverse range of healthcare providers. In addition, he spent eight years consulting to the top 5 global life sciences companies. Mr. Lemaire’s professional licenses include Certified Public Accountant in New York and New Jersey.

 

 

 

 

 

Robert E. Wahlers, MS, CFRE, is the Vice President of Development for Meridian Health Affiliated Foundations (MHAF) where he oversees gift planning, annual giving and the grants development programs. Since February of 2010, he has served as the leader for the gift planning program across the Meridian Health System and also had administrative functions as the Senior Director of Development & Gift Planning. He served as Executive Director at the Jersey Shore University Medical Center Foundation where he managed the development program in support of the mission at JSUMC and the K. Hovnanian Children’s Hospital for 2012, 2013 and 2014 raising more than $11 million in leading their Next Step Capital Campaign over goal. Robert holds a Master of Science degree in Human Development & Leadership with a concentration in Nonprofit Management from Murray State University and a BA Degree in Psychology from Muhlenberg College.

 

 

 

 

 

Past 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. 

We 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/