Name & Title _______________________________________________________________________________________________________________________________________

Organization ________________________________________________________________________________________________________________________________________

Address ____________________________________________________________________________________________________________________________________________

City, State, Zip _____________________________________________________________________________________________________________________________________ Email Address (required) ________________________________________________________________________Phone_______________________________________________

I prefer the following breakout sessions:

Note: Space is limited. Preference will be given on a first-come basis.

Costs (lunch included): AFP Members - $75 ($65 before 3/15/2016); Not-Yet Members - $120 ($110 before 3/15/2016) Register 4 or more people from the same organization, and all can attend at the member rate.

I am a member of AFP Yes No Total you will pay for CSI: $ _______________________________________________________________________

BE the CAUSE Campaign Contribution:* $ _________________________________Payment option:

Check ... make checks payable to AFPNEO; mail this completed form with your check to AFPNEO, PO Box 1286, Bath, OH 44210. Charge ... (1) Register online at www.afpneo.org/csiregister.php and complete the payment process after you submit your registration;

(2) Fax this page to 330-315-0399 and then visit www.AFPNEO.org/pay.htm to pay by credit card.

AFP Members: $75Non-Members: $120(lunch included) Early Bird Registration: Register by March 15th and receive $10 offwww.AFPNEO.org/csi.htm

PRESORT STANDARDUS POSTAGE

P A I D

Akron, Ohio

Permit No. 870

Association of Fundraising Professionals Northeast Ohio Chapter

Career SuCCeSS InStItuteA symposium for nonprofit professionals,

board members and volunteers

aprIl 22, 20167:45 am to 2:00 pm

Kent State university at Stark, Conference Center6000 Frank Ave NW, North Canton, OH 44720

Registration FormRegistration FormComplete one form for each registration or register online: www.AFPNEO.org/csi.htm.

Everyone who donates to the BE the CAUSE Campaign by Noon on April 22nd will be entered into a drawing for fabulous prizes! For more information, visit www.AFPNEO.org/donate.htm.

FEATURING KEYNOTE SPEAKER Jay FrostSenior partner - Jerold panas, linzy & partners

Is your daily work bringing you closer to your big hairy audacious goal? Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource — time — knowing what we want may be our most important consideration. Jay will lead an exploration to rediscover our biggest dreams, confront our darkest fears, and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!

ABOUT CSI 2016: CSI focuses on the tools needed by development professionals, board members, volunteers and professional advisors to reboot and energize for fundraising success. Join us on April 22nd by registering at www.afpneo.org/csi.htm. Register 4 or more people from

the same organization, and all can attend at the member rate!

PRESENTED BY

www.AFPNEO.orgPO Box 1286Bath OH 44210

RETURN SERVICE REQUESTED Northeast Ohio Chapter

2014

StanD Out!

8:45 - 9:45 1A: Power Prospecting: Finding Your Major Gift Opportunities 1B: Plugging into Ethical Fundraising with Social Media and Technology 1C: Energize Your Ask with the Two-Part Conversation

10:00 - 11:00 2A: Power Prospecting: Finding Your Major Gift Opportunities 2B: Why Today’s Tactics Won’t Work with Tomorrow’s Donors 2C: New Rules to Engage Corporate Sponsors

THERMAL SPONSOR

SPEAKERS see www.AFPNEO.org/csi.htm for complete bios SCHEDULE see www.AFPNEO.org/csi.htm for program descriptions

7:45 - 8:15 Registration & Continental Breakfast Voltage Cards at Vendor Tables

8:15 - 8:30 Welcoming Remarks & BE the CAUSE Campaign Laura Jo Hawk, President, AFPNEO

8:30 - 8:45 Voltage Cards at Vendor Tables

8:45 - 9:45 Breakout Sessions

1A: Power Prospecting: Finding Your Major Gift Opportunities for the Future Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

1B: Plugging into Ethical Fundraising with Social Media and Technology David Tinker, CFRE - Vice President of Advancement, ACHIEVA

1C: Energize Your Ask with the Two-Part Conversation Mindy Aleman, CFRE, APR - Assistant Vice President, Kent State University Center for Gift & Estate Planning and Dan Shephard, CFRE - Principal, The Shephard Group

9:45 - 10:00 Voltage Cards at Vendor Tables

10:00 - 11:00 Breakout Sessions

2A: Power Prospecting: Finding Your Major Gift Opportunities for the Future Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

2B: Why Today’s Tactics Won’t Work with Tomorrow’s Donors Laura MacDonald, CFRE - President, Benefactor Group

2C: New Rules to Engage Corporate Sponsors Barbara Harrington - CEO, Sponsorship Plus

11:00 - 11:15 Voltage Cards at Vendor Tables

11:15 - 11:30 Introduction of Keynote Speaker William Shivers - President, Greater Akron/Canton & Mahoning Valley Regions, Huntington Bank

11:30 - 12:45 Keynote Presentation Stand Out! Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

12:45 - 1:00 Prize Drawings & Closing Remarks Tracy Schlemmer & Gina Campbell, Co-Chairs, BE the CAUSE Campaign Wendy Merkert & Barb Mucci, Co-Chairs, CSI

1:00 - 2:00 Lunch

In his current position as Senior Partner with Jerold Panas, Linzy & Partners, Jay Frost brings over 25 years’ experience in discovering and exploring major fundraising opportunities for thousands of nonprofits. He has played a leadership role in providing donor research and analysis for the fundraising world. These include serving as President/CEO at FundraisingInfo.com and Chief Strategy Officer at WealthEngine. He has been described by industry leaders as “a beacon of light and inspiration in the increasingly critical field of international fundraising and philanthropy.”

A member of Kent State University’s Institutional Advancement team since 1999, Mindy Aleman, CFRE, APR, joined the Center for Gift & Estate Planning in 2005 and was promoted to Assistant VP in 2015. Mindy has led successful campaigns for the Kent State University Museum and School of Fashion Design and Merchandising, the College of Business Administration, the College of Arts and Sciences, and the Cleveland Urban Design Collaborative. Mindy provides training through Gift Planning seminars and has authored articles for national gift planning publications.

Barbara Harrington, founder of Sponsorship Plus, has created and implemented ethical sponsorship programs for scores of clients in markets across the country from Big Brothers Big Sisters in Pennsylvania to the Indianapolis Museum of Art to the Minnesota State Fair. Clients often credit her Integrated Sponsorship Path as the key to aligning real-world solutions for sustainable sponsorship success. She works closely with clients to create sponsorship programs that deliver results to the organization as well as drive sales for corporate decision-makers.

Laura MacDonald, CFRE, has more than 25 years’ experience in nonprofit leadership, fundraising, and philanthropy. Prior to establishing Benefactor Group, Laura was Chief Development Officer at The Ohio State University’s Wexner Center for the Arts, where she helped the organization secure its largest-ever corporate sponsorship and foundation grant and highest membership. She chairs the editorial review board for Giving USA: The Annual Report on Philanthropy. She was named the Central Ohio Chapter’s “Fundraising Professional of the Year” in 2007.

Dan Shephard, CFRE, is Principal of The Shephard Group, which provides training and consulting services focusing on the skill sets most valuable to frontline fundraisers. Dan knows from personal experience the value to the major gift planner of being equipped with both the competence and the confidence to engage a potential donor in a discussion that will result in a significant gift commitment. Previously, he served as Planned Giving Director for the Florida State University Foundation. He is the author of Charitable Choices – How to Avoid Donor’s Remorse.

Dave Tinker, CFRE, is Vice President of Advancement at ACHIEVA and is an adjunct professor of informatics at Muskingum University’s Master of Information Strategy, Systems and Technology program. He is a certified AFP Master Trainer. He received the Outstanding Fund Raising Executive Award from the AFP Western PA chapter in 2013. Dave not only received a Master of Public Affairs with a concentration in Nonprofit Management from the Lilly Family School of Philanthropy at Indiana University, but has also written curriculum for the school.

Donate Today!www.afpneo.org/

donate.htm

For more than 25 years, our chapter has supported development professionals through educational programs, scholarships for AFP member dues and education/conference fees, diversity in the fundraising profession, leadership opportunities, and a Universal Code of Ethics.

Through your support of the BE the CAUSE Campaign, you help determine the future growth and development of the fundraising profession. We count on your support to help make it happen!

DIRECTIONSwww.kent.edu/stark/cucc/directions-maps

From the North: ª77S to Portage Street exit &

make a right on Portage

From the South: ª77N to Portage Street exit &

make a left on Portage

From Portage Street: ªLeft on FrankªDrive past Kent State Stark and

the main entrance until you arrive at University Street NW

ªTurn left onto UniversityªThe Conference Center will be

on your left at the next campus entrance

SPEAKERS see www.AFPNEO.org/csi.htm for complete bios SCHEDULE see www.AFPNEO.org/csi.htm for program descriptions

7:45 - 8:15 Registration & Continental Breakfast Voltage Cards at Vendor Tables

8:15 - 8:30 Welcoming Remarks & BE the CAUSE Campaign Laura Jo Hawk, President, AFPNEO

8:30 - 8:45 Voltage Cards at Vendor Tables

8:45 - 9:45 Breakout Sessions

1A: Power Prospecting: Finding Your Major Gift Opportunities for the Future Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

1B: Plugging into Ethical Fundraising with Social Media and Technology David Tinker, CFRE - Vice President of Advancement, ACHIEVA

1C: Energize Your Ask with the Two-Part Conversation Mindy Aleman, CFRE, APR - Assistant Vice President, Kent State University Center for Gift & Estate Planning and Dan Shephard, CFRE - Principal, The Shephard Group

9:45 - 10:00 Voltage Cards at Vendor Tables

10:00 - 11:00 Breakout Sessions

2A: Power Prospecting: Finding Your Major Gift Opportunities for the Future Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

2B: Why Today’s Tactics Won’t Work with Tomorrow’s Donors Laura MacDonald, CFRE - President, Benefactor Group

2C: New Rules to Engage Corporate Sponsors Barbara Harrington - CEO, Sponsorship Plus

11:00 - 11:15 Voltage Cards at Vendor Tables

11:15 - 11:30 Introduction of Keynote Speaker William Shivers - President, Greater Akron/Canton & Mahoning Valley Regions, Huntington Bank

11:30 - 12:45 Keynote Presentation Stand Out! Jay Frost - Senior Partner, Jerold Panas, Linzy & Partners

12:45 - 1:00 Prize Drawings & Closing Remarks Tracy Schlemmer & Gina Campbell, Co-Chairs, BE the CAUSE Campaign Wendy Merkert & Barb Mucci, Co-Chairs, CSI

1:00 - 2:00 Lunch

In his current position as Senior Partner with Jerold Panas, Linzy & Partners, Jay Frost brings over 25 years’ experience in discovering and exploring major fundraising opportunities for thousands of nonprofits. He has played a leadership role in providing donor research and analysis for the fundraising world. These include serving as President/CEO at FundraisingInfo.com and Chief Strategy Officer at WealthEngine. He has been described by industry leaders as “a beacon of light and inspiration in the increasingly critical field of international fundraising and philanthropy.”

A member of Kent State University’s Institutional Advancement team since 1999, Mindy Aleman, CFRE, APR, joined the Center for Gift & Estate Planning in 2005 and was promoted to Assistant VP in 2015. Mindy has led successful campaigns for the Kent State University Museum and School of Fashion Design and Merchandising, the College of Business Administration, the College of Arts and Sciences, and the Cleveland Urban Design Collaborative. Mindy provides training through Gift Planning seminars and has authored articles for national gift planning publications.

Barbara Harrington, founder of Sponsorship Plus, has created and implemented ethical sponsorship programs for scores of clients in markets across the country from Big Brothers Big Sisters in Pennsylvania to the Indianapolis Museum of Art to the Minnesota State Fair. Clients often credit her Integrated Sponsorship Path as the key to aligning real-world solutions for sustainable sponsorship success. She works closely with clients to create sponsorship programs that deliver results to the organization as well as drive sales for corporate decision-makers.

Laura MacDonald, CFRE, has more than 25 years’ experience in nonprofit leadership, fundraising, and philanthropy. Prior to establishing Benefactor Group, Laura was Chief Development Officer at The Ohio State University’s Wexner Center for the Arts, where she helped the organization secure its largest-ever corporate sponsorship and foundation grant and highest membership. She chairs the editorial review board for Giving USA: The Annual Report on Philanthropy. She was named the Central Ohio Chapter’s “Fundraising Professional of the Year” in 2007.

Dan Shephard, CFRE, is Principal of The Shephard Group, which provides training and consulting services focusing on the skill sets most valuable to frontline fundraisers. Dan knows from personal experience the value to the major gift planner of being equipped with both the competence and the confidence to engage a potential donor in a discussion that will result in a significant gift commitment. Previously, he served as Planned Giving Director for the Florida State University Foundation. He is the author of Charitable Choices – How to Avoid Donor’s Remorse.

Dave Tinker, CFRE, is Vice President of Advancement at ACHIEVA and is an adjunct professor of informatics at Muskingum University’s Master of Information Strategy, Systems and Technology program. He is a certified AFP Master Trainer. He received the Outstanding Fund Raising Executive Award from the AFP Western PA chapter in 2013. Dave not only received a Master of Public Affairs with a concentration in Nonprofit Management from the Lilly Family School of Philanthropy at Indiana University, but has also written curriculum for the school.

Donate Today!www.afpneo.org/

donate.htm

For more than 25 years, our chapter has supported development professionals through educational programs, scholarships for AFP member dues and education/conference fees, diversity in the fundraising profession, leadership opportunities, and a Universal Code of Ethics.

Through your support of the BE the CAUSE Campaign, you help determine the future growth and development of the fundraising profession. We count on your support to help make it happen!

DIRECTIONSwww.kent.edu/stark/cucc/directions-maps

From the North: ª77S to Portage Street exit &

make a right on Portage

From the South: ª77N to Portage Street exit &

make a left on Portage

From Portage Street: ªLeft on FrankªDrive past Kent State Stark and

the main entrance until you arrive at University Street NW

ªTurn left onto UniversityªThe Conference Center will be

on your left at the next campus entrance

Name & Title _______________________________________________________________________________________________________________________________________

Organization ________________________________________________________________________________________________________________________________________

Address ____________________________________________________________________________________________________________________________________________

City, State, Zip _____________________________________________________________________________________________________________________________________ Email Address (required) ________________________________________________________________________Phone_______________________________________________

I prefer the following breakout sessions:

Note: Space is limited. Preference will be given on a first-come basis.

Costs (lunch included): AFP Members - $75 ($65 before 3/15/2016); Not-Yet Members - $120 ($110 before 3/15/2016) Register 4 or more people from the same organization, and all can attend at the member rate.

I am a member of AFP Yes No Total you will pay for CSI: $ _______________________________________________________________________

BE the CAUSE Campaign Contribution:* $ _________________________________Payment option:

Check ... make checks payable to AFPNEO; mail this completed form with your check to AFPNEO, PO Box 1286, Bath, OH 44210. Charge ... (1) Register online at www.afpneo.org/csiregister.php and complete the payment process after you submit your registration;

(2) Fax this page to 330-315-0399 and then visit www.AFPNEO.org/pay.htm to pay by credit card.

AFP Members: $75Non-Members: $120(lunch included) Early Bird Registration: Register by March 15th and receive $10 offwww.AFPNEO.org/csi.htm

PRESORT STANDARDUS POSTAGE

P A I D

Akron, Ohio

Permit No. 870

Association of Fundraising Professionals Northeast Ohio Chapter

Career SuCCeSS InStItuteA symposium for nonprofit professionals,

board members and volunteers

aprIl 22, 20167:45 am to 2:00 pm

Kent State university at Stark, Conference Center6000 Frank Ave NW, North Canton, OH 44720

Registration FormRegistration FormComplete one form for each registration or register online: www.AFPNEO.org/csi.htm.

Everyone who donates to the BE the CAUSE Campaign by Noon on April 22nd will be entered into a drawing for fabulous prizes! For more information, visit www.AFPNEO.org/donate.htm.

FEATURING KEYNOTE SPEAKER Jay FrostSenior partner - Jerold panas, linzy & partners

Is your daily work bringing you closer to your big hairy audacious goal? Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource — time — knowing what we want may be our most important consideration. Jay will lead an exploration to rediscover our biggest dreams, confront our darkest fears, and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!

ABOUT CSI 2016: CSI focuses on the tools needed by development professionals, board members, volunteers and professional advisors to reboot and energize for fundraising success. Join us on April 22nd by registering at www.afpneo.org/csi.htm. Register 4 or more people from

the same organization, and all can attend at the member rate!

PRESENTED BY

www.AFPNEO.orgPO Box 1286Bath OH 44210

RETURN SERVICE REQUESTED Northeast Ohio Chapter

2014

StanD Out!

8:45 - 9:45 1A: Power Prospecting: Finding Your Major Gift Opportunities 1B: Plugging into Ethical Fundraising with Social Media and Technology 1C: Energize Your Ask with the Two-Part Conversation

10:00 - 11:00 2A: Power Prospecting: Finding Your Major Gift Opportunities 2B: Why Today’s Tactics Won’t Work with Tomorrow’s Donors 2C: New Rules to Engage Corporate Sponsors

THERMAL SPONSOR