2008-2013 AFP Professional Development Calendar

Title of Session: A Wealth of Opportunity: Major Gifts

Presenter: Jacqueline Venable - Vice President of Brakeley Briscoe, Inc.

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 1/10/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Leave A Legacy

Presenters:Jennifer King - Statewide Co-Chair for LEAVE A LEGACY® Connecticut and

Date: 6/5/08 / Total # of Contact Hours: 2 / Points: 2

Giving Group of CT; Sharon Reiss - Director of Development, FairfieldCounty Community Foundation (FCCF); Patricia Borghesan - Director of Planned Giving at HopkinsSchool

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 2/7/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Prospect Research in a Small Shop

Presenter:David Sterling -Director of Advancement Research at WesternNew EnglandCollege

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 3/6/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Women as an Emerging Force in Philanthropy

Presenters: Sondra Shaw-Hardy - Co-Founder – Women’s Philanthropy Institute; Lori Price - President, Price Financial Group, LLC; Ann Sheffer; Christine Lobeck Lodewick

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 5/1/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Corporate Social Responsibility (CSR) is Good Business and Good for Business and Good for Non Profits, too

Presenters:Tim Hodges - President of People’s United Bank Foundation; Carol Johnson - VP Community Relations, Fairfield County Bank; Kim Healey - Executive Director, The NewAlliance Foundation; Mary Beth McGuire and Christine Chan - Corporate Communications, Boehringer Ingelheim

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 6/5/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Howto Thriveand Survivein Economic Uncertainty!

Presenters:Terry O’Connor – Executive Director, CardinalShehanCenter; Sharon J. Danosky - Founder and President of Danosky & Associates

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 9/4/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Six Ethical Issues Your Non Profit Should Discuss Now!

Presenters: Reid J. Parrington, Esq., Staff Attorney to the Public Charities Unit in the Connecticut Attorney General’s Office; Maurice Segall, Director, New York & Fairfield County Programs, ProBono Partnership

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 10/2/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: 2008 Connecticut Philanthropy Day Conference

Various Presenters

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 11/13/08 / Total # of Contact Hours: 8 / Points: 8

Title of Session: 2008 Connecticut Fundraiser of the Year

Presenter: Carolyn O'Brien - Senior Vice President Development, AmeriCares

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 12/4/08 / Total # of Contact Hours: 2 / Points: 2

Title of Session: TRENDS IN FUNDRAISING & AFP'S STATE OF FUNDRAISING SURVEY

Presenter: Mike Winn - AFP Director of ChapterServices, Eastern US

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 1/8/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session: The Art of the Ask

Presenter: Carolyn O'Brien - Senior Vice President Development, AmeriCares; Christine Seaver - Co-Chair of the St. Luke’s Development Committee; Bridget Murphy - Graham-Pelton Consulting

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 2/5/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session: The Power of Strategic Donor Relations: More than Stewardship

Presenter: Janet L. Hedrick, CFRE, Senior Associate, Bentz Whaley Flessner

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 3/5/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session:50 Asks in 50 Weeks: How to Jumpstart Your Development Office

Presenter: Amy M. Eisenstein, MPA, CFRE

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 4/2/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session:Understanding the Philanthropic Biography of Donors: How to Make Giving More Emotionally Rewarding and Fulfilling(Session One); AND Wealth, Wealth Transfer, and Charitable Giving: What’s Happening in Today’s Environment…and What This Means for You (Session Two)

Presenter: Paul G. Schervish, Center on Wealth & Philanthropy

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 5/7/09 - Session 1 / Total # of Contact Hours: 2.75 / Points: 2.75
Date: 5/7/09 - Session 2 / Total # of Contact Hours: 1.75 / Points: 1.75
Date: 5/7/09 - Both Sessions / Total # of Contact Hours: 4.5 / Points: 4.5

Title of Session: Marketing Planned Giving in Tough Economic Times

Presenter: Claudine Donikian, JD, MBA

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 6/4/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Demonstrate Your Value to Donors Through the Use of Financial Statements

Presenters: Alison Warner, Vice President, Financial Services, Easy Office; Christian A. Templeman, Financial Advisor, The HTC Group, Morgan Stanley Smith Barney;

Joy Hunter Chaillou, Financial Advisor, The HTC Group, Morgan Stanley Smith Barney

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 9/10/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Donor Privacy and Institutional Risk: Making the Ethical Choice

Presenter: David Eberly, Director of Prospect Development, Children’s Hospital Boston

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 10/08/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session:Leadership, Peak Performance & Career Success

Presenter:James M. Citrin, Senior Director, Spencer Stuart

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 12/3/09 / Total # of Contact Hours: 2 / Points: 2

Title of Session:International Rescue Committee’s Freedom Fund: The Tale of the Ugly Duckling

Presenters:Janet Harris, Vice President of Development, International Rescue Committee; Hugh Dwyer, Director of Development & Operations, International Rescue Committee; Poonam Prasad, Founder and President, Prasad Consulting and Research

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 1/7/10 / Total # of Contact Hours: 2 / Points: 2

Title of Session:50 Things I've Learned in 10,000 Days in Fund-raising

Presenter:Jerry F. Smith

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 2/4/10 / Total # of Contact Hours: 2 / Points: 2

Title of Session: What are the Needs and Wants of Your Donors? How to Use Focus Groups and Surveys to Get that Information

Presenter: Steve Farkas, President of Farkas Duffett Research Group

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 3/4/10 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Communicating the Case for Support in the New “Normal:” Balancing Urgency with Optimism

Presenter:Alice Roebuck, Director of Reunion Giving, Harvard College Fund

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 4/1/10 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Looking Ahead: The World After the Recovery – Focusing on the Next Generation of Donors and Using Social Media

Presenters: Stephen M. Jakab, CFRE, President, BridgeportHospital Foundation; J.R. Logan, Director of New Media Strategies for United Way

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 5/6/10 - Session 1 / Total # of Contact Hours: 2.5 / Points: 2.5
Date: 5/6/10 - Session 2 / Total # of Contact Hours: 1.5 / Points: 1.5
Date: 5/6/10 - Both Sessions / Total # of Contact Hours: 4.0 / Points: 4.0

Title of Session: Advancing Your Fundraising Career When Your Budget – and Your Time – is Tight

Presenter:Joseph Staley, CFRE President & CEO, Staley/Robeson

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 6/3/10 / Total # of Contact Hours: 2 / Points: 2

Title of Session: It’s the Quality and the Quantity: Donor Retention

Presenter:Jill Westgard, CFRE

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 9/2/10 / Total # of Contact Hours: 2 / Points: 2

Title of Session: Ethics in Fundraising: How to Avoid Breaching Fiduciary Responsibilities - A Connecticut Perspective

Presenter:Karen Gano, Connecticut Assistant Attorney General

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 10/7/10 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session: Lessons Learned about Personal Leadership Skills

Presenter:Bill Mitchell

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 12/2/10 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Creating and Activating a Campaign Plan

Presenter:Dr. Jonathan H. Spinner

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 1/6/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session: New Year’s Resolution # 7: Develop or Stimulate the Planned Giving Program

Presenter:Pam Wesley-Gomez

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 2/3/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session: Keep Your Donors: Creating Extraordinary Experiences

Presenter:Simone P. Joyaux, ACFRE

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 3/3/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session: Your Donor Communications, Bless Their Hearts: Are They Any Good? The EZ do-it-yourself Audit

Presenter: Tom Ahern

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 4/7/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of A.M. Session: 50 Things I’ve Learned in 10,000 Days in Fund-Raising

Title of P.M. Session:Rules of the Road to Success

Presenter:Jerry F. Smith, CFRE

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 5/5/11 – A.M. Session / Total # of Contact Hours: 3.0 / Points: 3.0
Date: 5/5/11 – P.M. Session / Total # of Contact Hours: 1.5 / Points: 1.5
Date: 5/5/11 - Both Sessions / Total # of Contact Hours: 4.5 / Points: 4.5

Title of Session:Effective Ways To Find And Engage Your Volunteers: Getting to Win-Win

Presenters:Terry O'Connor and Anne McCrory, Esq

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 6/2/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Stagnant or Stellar – How is Your Annual Fund Doing?

Presenter: Sharon Danoksy

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 9/8/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Ethical Government and Public Policy

Presenter: Attorney General George Jepsen

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 10/6/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Lessons Learned about Personal Leadership Skills in the Non-Profit Sector

Presenter: Robert J. Trefry

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 12/8/11 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Development Plans That Make a Difference

Presenter: Rebecca Bryan

Activity Organizer: AFP-Fairfield County CT Chapter

Date:1/5/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Responding to the Needs of Your Nonprofit and You

Presenters:Mark Berardi, Maurice Segall and Elaine Mintz

Activity Organizer: AFP-Fairfield County CT Chapter

Date:2/9/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Trends in Fundraising: What’s Happening and How It May Be Affecting Your Fundraising

Presenter: Lori Gusdorf, CAE

Activity Organizer: AFP-Fairfield County CT Chapter

Date:3/8/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Rediscovery...How Looking Back Can Create the Best Way Forward

Presenter: Brent Robertson

Activity Organizer: AFP-Fairfield County CT Chapter

Date:4/5/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title ofA.M. Session:ROI & True Sustainability

Title of P.M. Session: Asking Rights

Presenter:Tom Ralser

Activity Organizer: AFP-Fairfield County CT Chapter

Date: 5/3/12– A.M. Session / Total # of Contact Hours: 3.0 / Points: 3.0
Date: 5/3/12– P.M. Session / Total # of Contact Hours: 1.5 / Points: 1.5
Date: 5/3/12 - Both Sessions / Total # of Contact Hours: 4.5 / Points: 4.5

Title of Session:Developing and Implementing a Planned Giving Program,No Matter Your Charity’s Size

Presenter: Hal Reed

Activity Organizer: AFP-Fairfield County CT Chapter

Date:6/7/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:How Social Media is Changing a 93-Year-Old Non-Profit Organization

Presenter: Ettoré Rossetti

Activity Organizer: AFP-Fairfield County CT Chapter

Date:9/6/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Ethics in Fundraising for the Donor and the Institution

Presenters: Vic D’Ascenzo and Fred Wheeler

Activity Organizer: AFP-Fairfield County CT Chapter

Date:10/4/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Reflections on Leadership - Lessons Learned from Real Life Experiences in the Business and Non-Profit Sectors

Presenter: Wiley Mullins, President and Chief Executive Officer of Wiley's Specialty Foods

Activity Organizer: AFP-Fairfield County CT Chapter

Date:12/6/12 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:You CAN Do It! Tips and Secrets for Running a Successful Fundraising Event

Presenter: Mary Laughlin

Activity Organizer: AFP-Fairfield County CT Chapter

Date:1/3/13 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Three Keys to Improving Your Board's Fundraising Performance

Presenter: Jean Haynes, CFRE

Activity Organizer: AFP-Fairfield County CT Chapter

Date:2/7/13 / Total # of Contact Hours: 1.5 / Points: 1.5

Title of Session:Asking the Philanthropic Questions: What Motivating Factors Drive Donor Giving and What YOU Can Do To Meet Their Needs

Presenter: David Ratcliffe

Activity Organizer: AFP-Fairfield County CT Chapter

Date:3/7/13 / Total # of Contact Hours: 1.5 / Points: 1.5