Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.
2021 – 2022 SPEAKER SERIES
Save the Dates!
SEPTEMBER 21, 2021
Michael Halloran, APMA, Managing Partner
Clearfork Wealth Management
Donor Case Studies from Financial Advisor and Client Perspectives
OCTOBER 19, 2021
Brandon O’Neill, Fidelity Investments
Donor Advised Funds
NOVEMBER 16, 2021
Sandra Henningsen, CGPA, Crescendo Interactive
Why Bequests? How Do I Encourage More?
DECEMBER SOCIAL HOUR
JANUARY 18, 2022
Jim Taylor, BoardSource
Integrating Diversity, Equity, and Inclusion into Your Nonprofit Board Culture
FEBRUARY 15, 2022
Michael Kenyon, National Association of Charitable Gift Planners
Legislative Update
MARCH 8, 2022 SOCIAL HOUR
Maria’s Mexican Restaurant
5-7PM Members Only
APRIL 19, 2022
Patti DeNucci, The Intentional Networker
Success Secrets of the Intentional Networker & Bonus Workshop
MAY 17, 2022
Joe T Garcia’s
Annual Meeting and CelebrationÂ
