Presentation, Workshop & Training Schedule

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