Presentation, Workshop & Training Schedule

2023 Schedule:

February 3, 2023 – Aligning your Board for Fundraising: Ambassadors, Advocates, Askers (Charlotte NC)
2.5 Hour Workshop sponsored by SHARE Charlotte
March 6-9, 2023 – TFRS Principles & Techniques Fundraising Course, Lilly Family School of Philanthropy
(Atlanta, Georgia)
4-Day Course hosted by Community Foundation of Greater Atlanta
May 15-18, 2023 – TFRS Principles & Techniques Fundraising Course, Lilly Family School of Philanthropy
(Omaha, NE)
4-Day Course sponsored by Nonprofit Association of the Midlands
June 12-14, 2023 – The Responsibility of the Senior Fundraiser in Advancing the Philosophy of
Philanthropy in their Communities (Orlando, FL)
3-Hours Workshop at Planet Philanthropy Conference
Co-Presented by Jim Greenfield, ACFRE, Dennis Stephancci, ACFRE, Karla A. Williams, ACFRE
July 16-22 – Introduction to Philanthropy and Development, St. Mary’s University (Winona MN)
3 credit Masters Course in Residence on the Winona, MN Campus

2022 Schedule:

August 30 – Major Gift Principles (Charlotte, NC)
½-Day Course for Charlotte Ballet Leadership Team
June 17 – The Psychology of Donors and Philanthropy (Charlotte, NC)
1-Day Course for Charlotte Ballet Institutional Advancement Team
May 20-28 – TFRS Principles of Fundraising Course, Lilly Family School of Philanthropy (Grand Island, NE)
4-day Course sponsored by the Peter Kiewit Foundation and the Nonprofit Association of the Midlands
May 1-4 – Association of Fundraising Professionals Global ICON Conference (Las Vegas, NV)
The Senior Fundraising Executive Role in Advancing the Philosophy of Philanthropy
Panel Presentation – Jim Greenfield, ACFRE, Dennis Stephancci, ACFRE, Karla A. Williams, ACFRE
March 15 – Charlotte Ballet (Charlotte, NC)
Institutional Advancement Committee Training: The Psychology of Philanthropy

2021 Schedule:

September 27 – Charlotte Ballet (Charlotte, NC)
Board Retreat: Planning & Implementation
September 15 – Lilly Family School of Philanthropy (Indianapolis, IN)
TRFS Podcast: Fundraising during the Pandemic
May-October – Charlotte Ballet (Charlotte, NC)
50th Anniversary Campaign Concept, Strategies, Plans & Collateral
January-July – Charlotte Ballet (Charlotte, NC)
Governance Committee Restructure & Staff Department Integration

All in-person courses canceled due to COVID Pandemic

2020 Schedule:

September-December – Charlotte Ballet (Charlotte, NC)
Resilience Fund Campaign 2020: Conception & Implementation – Raised $1,000,000 in emergency funding
September 21 – Charlotte Ballet (Charlotte, NC)
Board Training: From Here to There: Being Ambassadors, Advocates & Askers
August 17 – Charlotte Ballet (Charlotte, NC)
Board Training: From Here to There; Expressing Organizational Values that Match Donor Values
June 20 – Charlotte Ballet (Charlotte, NC)
Board Training: From Here to There; Communicating with Donors during the Pandemic

All in-person courses canceled due to COVID Pandemic

2019 Schedule:

December 13 – Charlotte History Museum (Charlotte, NC)
Board Training: The Board’s Role in Philanthropy: Ambassadors, Advocates & Askers
October 14 – AFP Charlotte Senior Fundraising Executives Session (Charlotte, NC)
Trends in Philanthropy
October 30 – Peter Kiewit Foundation (Omaha, NE)
Donor Psychology: Motivations & Elicitors Course
June 25-26 – Lilly Family School of Philanthropy, IUPUI (Indianapolis, IN)
TFRS Leadership Roundtable & Faculty Meeting
June 9-13 – LaGrange College (La Grange, Georgia)
Graduate Course: Donor-Focused Fundamentals
April 9 – Arts Campus Visioning Session (Charlotte, NC)
Facilitation Session
March 9 – Arts Campus Visioning Session (Charlotte, NC)
Facilitation Session

2018 Schedule:

October 12 – Lauritzen Botanical Garden (Omaha, NE)
Antique & Garden Show Visioning Session
October 2-6 – Peter Kiewit Foundation (Omaha, NE)
The Fund Raising School, Principles & Techniques
August 18 – NC MedAssist (Charlotte, NC)
Development Staff Training Retreat
June 27 – Philanthropy Conference (Fort Lauderdale, FL)
Why Every NPO Needs Annual Giving & Creative Strategies for Individual Donors
May 4 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Donor Motivations: Indicators & Elicitors
May 1 – Arts & Science Council (ASC) (Charlotte, NC)
Trends III: Creating the Arts & Science Experience
April 6 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Donor Focused Annual Giving Strategies
March 20 – Arts & Science Council (ASC) (Charlotte, NC)
Trends II: Creating the Development Experience
March 7-8 – College Possible (Minneapolis, MN)
The Development Summit: Philanthropic Trends & Fund Raising Strategies
February 9 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Personal, Professional & Organizational Leadership
February 8 – Association of Fundraising Professionals (AFP) (Minneapolis, MN)
Leadership: Position or Proposition?
February 6 – Arts & Science Council (ASC) (Charlotte, NC)
Trends I: Creating the Donor Experience

2017

January 21 – Murray Institute/University of St. Thomas (Minneapolis, MN)
Certificate Course: Personal, Professional & Organizational Leadership
January 31 – Arts & Science Council (ASC) (Charlotte, NC)
Session I: Messaging: To the Point – Manifestoes, Metaphors, Memorandums
February 24 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Personal, Professional & Organizational Leadership
March 14 – Arts & Science Council (ASC) (Charlotte, NC)
Session II: Messaging: To the Point – Manifestoes, Metaphors, Memorandums
March 31 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Donor Focused Annual Giving Strategies
April 28 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Donor Motivations & Elicitors
May 2 – Arts & Science Council (ASC) (Charlotte, NC)
Session III: Messaging: To the Point – Manifestoes, Metaphors, Memorandums
May 18 – Association of Fundraising Professionals (AFP) (Charlotte, NC)
Luncheon Presentation: Leadership: The Real Elicitor of Major Gifts
August 23 – Susan G. Kolmen (Charlotte, NC)
Board Presentation: The Non-Profit Landscape
October 6 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Personal, Professional & Organizational Leadership
October 24 – Peter Kiewit Foundation (Omaha, NE)
Artstock Training: The Development Process – The Donor Experience
October 25 – Peter Kiewit Foundation (Omaha, NE)
Alumni Reunion: Fundraising – Big Changes, Big Challenges
November 12 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Donor Focused Annual Giving Strategies
December 8 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Certificate Course: Donor Focused Annual Giving Strategies

2016

November 18 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Motivations
October 3-6 – IU Lilly Family School of Philanthropy / Peter Kiewit Foundation (Omaha, NE)
Principles & Techniques in Fundraising
October 28 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Focused Strategies for Annual Giving Class
September 9 – Thompson Child & Family Focus (Charlotte, NC)
Board Training: The Board as Leaders in Fundraising
September 13-15 – IU Lilly Family School of Philanthropy & YMCA USA (Greenville, SC)
Principles & Techniques in Fundraising
September 21 – Association of Fundraising Professionals (AFP) (Chattanooga, TN)
The Role of the Fundraising Professional – Leadership
September 22 – John Crosland School (Charlotte, NC)
Board Training: The Board as Leaders in Fundraising
September 27 – McColl Center for Art + Innovation (Charlotte, NC)
Board Training: The Board as Leaders in Fundraising
September 30 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Personal, Organizational & Professional Leadership
August 29 – Union County Community Shelter (Monroe, NC)
Board Training: Capital Campaign Momentum
August 30 – YMCA Greater Charlotte (Charlotte, NC)
Executive Leadership Training: Building a Philanthropic Culture
June 7 – Arts & Science Council (ASC) (Charlotte, NC)
Legacy Giving and Receiving: Session THREE
June 7 – Junior League of Charlotte (Charlotte, NC)
Philanthropy in Charlotte & Beyond
May 9-11 – Association of Fundraising Principles (Omaha, NE)
Leadership: The Elicitor of Major Gifts & The Giving Pyramid – Reinvented
May 15 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session EIGHT
April 1 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Motivations
April 5 – Arts & Science Council (ASC) (Charlotte, NC)
Legacy Giving and Receiving: Session TWO
April 7-9 – NAYDO, National Conference (Detroit, MI)
Culture Building a Philanthropic
April 15 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session SEVEN
April 16 – Safe Alliance (Charlotte, NC)
Board Retreat
April 28 – Levine Museum of the New South (Charlotte, NC)
Board Training
March 11 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Focused Strategies for Annual Giving Class
March 18 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session SIX
February 2 – Arts & Science Council (ASC) (Charlotte, NC)
Legacy Giving and Receiving: Session ONE
February 5 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Personal, Organizational & Professional Leadership
February 19 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session FIVE
January 15 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session FOUR
January 29 – Discovery Place (Charlotte, NC)
Board Retreat

2015

December 18 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Motivations
November 6 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Focused Strategic for Annual Giving
November 13 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session THREE
November 12 – MedAssist (Charlotte, NC)
Board Training
October 6-7 – Association of Fundraising Professionals (AFP) (Minneapolis, MN)
Industry Trends & Challenges – Senior Professionals
THINK. SAY. DO. – AFP Annual Meeting
October 9 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Personal, Organizational & Professional Leadership
October 13 – Communities in Schools (Charlotte, NC)
Role of the Board in Fundraising
October 16 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session TWO
October 17 – WGGN National Leadership Forum
Writing Your Philanthropic Biography
October 23 – MedAssist (Charlotte, NC)
Board Training
October 27 – Children’s Theatre Company (Charlotte, NC)
Role of the Board in Fundraising
October 28 – Association of Fundraising Professionals (AFP) (Chattanooga, TN)
THINK. SAY. DO.
September 16 – Hospice & Palliative Care Center (Charlotte, NC)
Board Retreat – Philanthropy Training
September 18 – Institute for Philanthropic Leadership (Charlotte, NC)
LEADERSHIP GIFT SCHOOL: Session ONE
September 22 – Mental Health America (Charlotte, NC)
Role of the Board in Fundraising
September 25 – MedAssist (Charlotte, NC)
Major Gift Trends & Challenges
July 21 – Charlotte Symphony Orchestra (Charlotte, NC)
Board Retreat
July 28 – InReach (Charlotte, NC)
Role of the Board in Fundraising
June 18 – Charlotte Bridge Home (Charlotte, NC)
Role of the Board in Fundraising
June 27 – Jazz Arts Initiative (Charlotte, NC)
Role of the Board in Fundraising
May 20 – Institute for Philanthropic Leadership (Charlotte, NC)
BOARD TRACK III: Challenges
April 10 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Motivations
April 13 – Institute for Philanthropic Leadership (Charlotte, NC)
BOARD TRACK II: Constituencies
April 17 – Arts & Science Council (ASC) (Charlotte, NC)
Relationship Realities
April 18 – Safe Alliance (Charlotte, NC)
Board Retreat
March 5-6 – Freewill Baptist Children’s Home (Middlesex, NC)
Board Retreat Training
March 11 – Institute for Philanthropic Leadership (Charlotte, NC)
BOARD TRACK I: Cultures
March 13 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Donor Focused Annual Strategies
February 6 – University of St. Thomas, Opus College of Business (Minneapolis, MN)
Personal, Organizational & Professional Leadership