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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.

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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

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:



View the agenda.

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

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


Tuesday, June 7:

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.

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.


The CDO-CFO Partnership

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.




Leveraging ACH Payments – Add More Donation Dollars to Your Cause

Janet O. Estep is president and CEO of NACHA, which serves as trustee of the ACH Network that moves almost $39 trillion and nearly 22 billion electronic payments annually. As president and CEO, Estep guides NACHA’s daily operations, and encourages the development, promotion and use of electronic payments such as Direct Deposit and Direct Payment via ACH. Her leadership has helped the Network remain ubiquitous, secure and innovative, and has provided for the continued expansion and diversification of ACH payments through the inclusive engagement of Network participants in the rulemaking process. Ms. Estep leads NACHA in industry collaboration, education and dialogue. She serves as an industry expert and thought leader, routinely keynoting leading industry events and has been named to PaymentsSource’s list of Most Influential Women in Payments in 2013 and 2014. Prior to joining NACHA, Ms. Estep was executive vice president of U.S. Bank’s Transaction Services division, and previously held positions in technology‐intensive companies.





Meeting of the Minds Around Metrics

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.





Wednesday, June 8:

The Collaborative Nonprofit: Building Better Relationships Between Fundraising and Finance

Fundraising and finance departments are critical to leading the growth and success of nonprofit organizations. Yet, nearly 55 percent of fundraising and 45 percent of finance professionals believe their departments are not at all or only “somewhat” collaborative with each other. Abila surveyed both nonprofit finance and fundraising professionals to better understand the collaborative nature of the two departments, and the biggest challenges they face when working together. Based on the study findings, we will dive into strategies for improving cross-departmental collaboration including demystifying commonly misunderstood jargon, management strategies to empower emerging leaders, and new opportunities for information sharing.

Rich Dietz, Director of Fundraising Strategy, Abila, began his nonprofit career when he was the director of a youth mentoring program in college, and went on to get his Master's in Social Work (MSW). He has spent the last 20 years working both in and with a wide variety of nonprofit, political and government organizations, as well as technology companies focused on the nonprofit sector. It is his unique background with nonprofit organizations and technology experience that allow organizations to better maximize their online fundraising efforts.

Dan Murphy, Product Manager, MIP Fund Accounting, Abila, has an extensive background in financial management, with degrees in finance and accounting and over 10 years of nonprofit accounting experience. He has served in finance leadership roles and helped to implement fund accounting software at a variety of publically and privately funded organizations. Dan teaches classes as part of Nonprofit Leadership and Management curriculum and is the board treasurer of a local nonprofit in Austin, TX.

Panel Discussion 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. 

Kathy Fountain – CFO, SER Jobs for Progress
Rick Daigneault – Director of Finance/CFO, Children’s Museum of Houston
Ina Montgomery – CFO, Search Homeless Services
Cesar Silva – CFO/Senior Vice President, YMCA of Greater Houston

Panel Discussion 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.

Tom Herbert – Vice President for Advancement and Executive Director of the Miami University Foundation

Linda Bates – Chief Development Officer, The Center
Carme Williams, CFRE  – Executive Director, Houston Community College Foundation
Kevin Foyle, CFRE – Vice President for Development and Public Affairs, UT Health Science Center at Houston

Practitioner Perspective

Richard K. Martin, CFRE, is the chief advancement officer at Samaritas. He has served the nonprofit sector for 24 years, primarily in social and human services organizations. He joined Samaritas in 2007 after nearly a decade of work in manufacturing as a financial analyst and 15 years in various fundraising positions and senior management. As chief advancement officer, Mr. Martin serves as an administrator of a $120M human services organization and oversees every aspect of external relations including fund development, marketing, public relations as well as executive director of the Samaritas Foundation and auxiliaries. He has taught, coached and mentored numerous fundraisers from around the world in techniques and practices of professional fundraising as well as inspiring an appreciation and respect for the profession. He has committed his career to introducing African Americans to careers in fundraising and tirelessly encouraging individuals and organizations to create a welcoming culture for diversity. Mr. Martin is past president of the Association of Fundraising Professionals (AFP) Greater Detroit Chapter and past board member and treasurer of AFP International.Additionally, he has served on the AFP Foundation Committee of Appointment and is currently a board member for CFRE International.




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/