Advanced Professionals Roundtable

December 03, 2018
7:30 AM - 10:00 AM

Vue 17
1034 S. Brentwood Blvd. #1700
St. Louis, MO 63117
Venue website

Price

$30 - AFP Member
$45 - Non-member

You spoke and we answered! In the recent AFP survey, we asked you to share the biggest challenges you face as a fundraising professional and have secured advanced professionals (each with 15 years or more in the profession) to host roundtable discussions on these very topics.

Sessions:

Turning Volunteers into Donors
Brenda Zanola, Major Gifts Officer; Missouri Botanical Garden

Brenda has worked at the Garden for 17 years, in a variety of positions in their Institutional Advancement division and works with the Garden’s more than 1500 fabulous active volunteers.

She is a native St. Louisan, mother of 3, soon to be grandmother of 3 and active community volunteer.

Converting Annual Donors into Major Donors 
Wendy Dyer, President; Wendy Dyer Fund Development Consultants

Wendy has enjoyed working with hundreds of nonprofits over the last 24 years as a consultant. She has helped pump millions of dollars into the economy – expanding programs and building schools, health centers and cultural places - bringing opportunity to thousands of people. Currently she is helping to manage $80 million in campaigns. A frequent presenter and trainer, Wendy encourages agencies to find their “sizzle” and embrace her mantra that “People are giving money away, anyway, might as well be to you.”

Selling Sponsorships for Fundraising Events
Katie Magee Thiemann, Director of Leadership Giving; Cor Jesu Academy

Katie recently moved into the Director of Leadership Giving position at Cor Jesu after 14 years as Director of Advancement. She spent almost twenty years in brand management and consulting with Monsanto, has a BS in Accounting from Marquette University and an MBA from St. Louis University. She and her husband reside in the Central West End and have four grown children.

Time Management - Balancing Competing Priorities 
Wendy Cornett-Marquitz, Senior VP of Philanthropy and Chief Development Officer; Gateway Region YMCA

She began her current role in July 2013. Previously, Wendy worked for the University of Missouri-St. Louis where she served as the Director of Development for the College of Business Administration from March 2010 to June 2013. Wendy oversaw all philanthropic efforts for the College of Business Administration, the second largest college on campus. Additionally, Wendy exceeded the College of Business Administration capital campaign goal of $25M and grew annual support to over $500K through alumni and corporate support.

Wendy began her Y career in 1995 and has worked for four YMCA associations in the area of philanthropy, including the YMCA of Greater Omaha, YMCA of South Alabama and most recently the YMCA of Middle Tennessee where she served as Vice President of Annual Giving directly overseeing $5.7M in the association-wide annual “We Build People” campaign. Under Wendy’s leadership, the YMCA of Middle Tennessee exceeded its $10M goal to renovate and expand the Downtown YMCA and grew the Downtown Y’s annual giving campaign from $200k to $525K.

Keeping Staff Happy & Motivated 
Liz Reeves, Director of the Foundation; St. Louis Public Library

Liz has dedicated her 17 years as a fundraising professional to improving the civic and cultural life of St. Louis. She joined the St. Louis Public Library Foundation in 2008 to manage annual giving and to run the community phase of a $20 million capital campaign for the restoration and renovation of Central Library. In 2014 she became Director and led the St. Louis Public Library Foundation through strategic planning and an organizational restructure. As Director, Liz is responsible for the management of the Library Foundation’s endowment, capital campaigns and fundraising efforts to support; children, teen and adult programming throughout the St. Louis Public Library’s 17 location system. A native of Omaha, Nebraska, Liz and her husband settled in Clayton where they raised their two grown daughters. Liz holds a Bachelors in Communications and Public Relations from the University of Missouri-St. Louis.

Creating a Culture of Philanthropy within Your Organization
Lori Moore-McMullen, CFRE, Director of Development; The Repertory Theatre of St. Louis

Lori has more than 30 years of experience in the development field and received her certification in 1999. Her experience is very broad and diverse including work with healthcare, social service and humane organizations, but with her life-long love of theatre and music, she found her organizational “home” in 2006 when she joined the team at The Rep. She has helped lead organizations to significant growth in annual campaigns, major gifts and special events through the years. Sue currently manages a $3.5 million budget and a staff of four.

Educating the C-Suite About the Importance of Philanthropy 
Yvette Hartsfield, Managing Director of Development; Missouri Historical Society

A member of the Museum’s leadership team since 2015, Hartsfield is committed to bettering St. Louis. She serves on the board of the Association of Fundraising Professionals as vice president of external relations and is a co-founder of Launch St. Louis, a nonprofit with the mission to ignite young leaders for a stronger charitable community. Having worked in the St. Louis nonprofit arena for 26 years.

Hartsfield holds a Bachelor's degree in marketing and management from the University of Missouri—Columbia and an Masters in Philanthropic Studies from the Lilly Family School of Philanthropy at Indiana University. She has held a certified fundraising executive accreditation since 1999 and certified as a Chartered Advisor in Philanthropy in 2017.

Highly Effective Boards/Leadership Committees - How to Build Them and Staff Them 
Linda Haley, Principal; Let's Build Hope, LLC

Since 1995, Linda has successfully developed funds, helping to raise more than $100 million for various non-profits of all sizes, including religious, social services, educational, and healthcare organizations.

Realizing a long-time dream, Linda started Let’s Build Hope, LLC, in 2013, where she now guides nonprofit agencies by teaching, coaching, and mentoring development teams, senior staff, and Board members. She has also developed and teaches a week-long Annual Fund Training Camp through which she has educated more than 200 fundraisers and volunteers about the intricacies of successful fund development and the need for a true culture of philanthropy. Currently, Linda also serves as the Chief Development & Marketing Officer for the Jewish Community Center of Denver, assisting in a contract role for an intensive turnaround process.

Linda has been a CFRE since 2001 and serves in various volunteer capacities with non-profits in St. Louis; she is especially passionate about mental health. Linda speaks both locally and nationally about fund development and is a vocal advocate for nonprofits who seek to change the fabric of the communities in which they serve.

Writing a Compelling Case for Support that Penetrates a Crowded Market 
Bret Heinrich, President & CEO; Wings of Hope

Bret Heinrich is President and CEO of Wings of Hope, an aviation nonprofit founded in 1962 that works around the globe to lift people in need toward health and self-sufficiency by providing access to health care, resources and support. In addition to its Medical Relief & Air Transport (MAT) Program in the United States, Wings of Hope operates in 11 countries outside of the U.S.: Belize, Cambodia, Ecuador, India, Kenya, Myanmar, Nicaragua, Papua New Guinea, Paraguay, Tanzania and Zambia.

Prior to joining Wings of Hope, Bret served as Chief Development Officer of St. Andrew’s Charitable Foundation, an organization dedicated to a mission of empowering elders and their caregivers through choices and options that foster a vital life. Bret’s experience also included roles with the OASIS Institute and The Laurasian Institution.

Bret is Immediate Past-President of the Association of Fundraising Professionals (AFP), St. Louis Regional Chapter and also a member of the Association’s International Board of Directors.

Setting and Attaining Measurable Goals 
Dianne Johnson, Vice President for Institutional Advancement; Missouri Botanical Garden

Dianne Johnson holds a J.D. from Washington University in St. Louis and her B.A. in Political Science from the University of Nebraska. As the new Vice President of Institutional Advancement at the Missouri Botanical Garden, Dianne brings 25 years of experience in non-profit development, foundation administration and non-profit law to the Advancement team working with members, volunteers and stakeholders at the Garden.

Most recently, she was Vice President of Development and Alumni at Drury University in Springfield Missouri. Prior to that she founded and built a successful consulting business, Endowment Builders, which helped over 25 nonprofits in 10 years develop their Board and staff capacity to promote, identify, and secure major, planned and endowment gifts. Dianne began her career in law, managing a thriving legal practice, specializing in estate and business succession planning, and probate and trust litigation.

Dianne has taught courses at several universities in the St. Louis region and currently serves as an Adjunct Professor at Washington University. She is a past President of the Saint Louis Planned Giving Council, an affiliate of the National Association of Charitable Planners, and recipient of the 2009 Founder’s Award.

An active community volunteer, Dianne served on the St. Louis Regional United Way Women's Leadership Cabinet and as a Court Appointed Special Advocate for several children in foster care. She lives in St. Louis Missouri with a college-age son and a very aged poodle.

Should I Stay or Should I Go? When It's Time to Move On 
Michael Rubin, Principal; Michael D. Rubin & Associates, LLC

Michael Rubin, CFRE is a savvy fundraising professional and executive with 35 years of experience in the non-profit sector. He is Principal of Michael D. Rubin & Associates, which focuses on hands-on fundraising – including capital and endowment campaigns, campaign planning, board training and related services.

As consultants, Michael and his team have been engaged for St. Louis area campaigns: Central Institute for the Deaf, St. Louis Public Radio, Miriam: The Learning Disability Experts, JCC of St. Louis, and on national feasibility studies and campaigns for Stanford University Medical Center, St. Laurence High School in Chicago, American Medical Association, the USO of Illinois and University of Chicago Medical Center. Michael has also worked with many independent schools and religious organizations across the country.

As a staff member, Michael served Chicago’s Lincoln Park Zoo, Advocate Lutheran General Hospital and Rush University Medical Center in Chicago.

Michael earned his B.A. from the University of Michigan and his M.B.A. from the Kellogg School at Northwestern University. He is a Certified Fund Raising Executive (CFRE), a member of the Association of Fundraising Professionals and the Association of Philanthropic Counsel, earned Associateship in the Society of Actuaries (ASA).