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Glasscock School of Continuing Studies

Development and Finance Symposium

June 7-8, 2016





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 

Development and Finance Symposium 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.

Hotels near Rice University (pdf) 

See information on CPE credit


Register Today

Dates: Tuesday, June 7, 11 a.m.-5 p.m. and Wednesday, June 8, 8 a.m.-3 p.m.
Fee: $695  For AFP members: $495   Group registration (two or more from same organization): $495 per person
Participants registering by April 29 will receive $100 off the registration fee.

Scholarship opportunities available. Download the application form.

Registration Fee per Person By April 29, 2016 After April 29, 2016
AFP Members (discount code required) $395 $495
Groups of 2 or more from same organization (per person)
Call 713-348-4803 to register.
$395 $495
General Registration $595 $695


2016 Program Sponsor:



Tuesday, June 7, 2016: Registration begins at 9 a.m., with program starting at 11 a.m.
View the agenda.

Wednesday, June 8, 2016: Breakfast and opening session begin at 7:30 a.m.
View the agenda.


Keynote Speaker:

Alan R. Hutson, Jr., MPA, CFRE, senior consultant, the management centre (=mc)

Alan Hutson is a senior consultant of the management centre (=mc), where he helps nonprofit organizations understand the implications that behavioral economics and neuroscience can have on fundraising. He is also able to leverage his US-based fundraising to help international organizations such as Adeso (African Development Solutions), Museo Paleontológico Egidio Feruglio, and UNICEF plan for their future. Alan is also the managing partner of The Monument Group, a leading US-based consultancy that for almost 20 years has helped nonprofit organizations tap their fundraising potential. He is a trained economist, has been an adjunct faculty member of Virginia Commonwealth University, and facilitated for the Federal Reserve’s community engagement series.

Behavioral Economics: Everything you Know about Decision Making is Wrong This session takes the science of decision making and combines it with practical marketing thinking to show how we can influence donors in ways they are not consciously aware. We’ll explore commercial and nonprofit examples of this approach and consider the ethical challenges this methodology creates. After establishing the parts of behavioral economics that are hardwired in our brains, we’ll explore how fundraisers and finance professionals can apply this radical thinking. 


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, Ph.D., 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.



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. 

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.

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/