Tuesday, January 31, 2012
Tuesday, December 18, 2012
The Leadership Series sessions will take place at:
The University Settlement at the Houston Street Center located on the Lower East Side of Manhattan.
The full address is:
University Settlement at the Houston Street Center
New York, NY 10002
The December 18th seminar will take place in Classroom 2. When you enter the lobby, go down to the elevator and then go to the 2nd floor. Classroom 2 is down the hallway.
For directions to the University Settlement at the Houston Street Center, please visit their website at:
Transportation Options: Parking is limited near the facility and we highly recommend you take public transportation especially if traveling into Manhattan from New Jersey or one of the other Boroughs. If you plan to drive, please allow yourself extra time for traffic which is extremely bad first thing in the morning.
If you do not see your train listed, please go to www.mta.info
Alternate Transportation Options:
Yellow Cab 845-877-7222
1800 Taxi Cab 1-800-829-4222
Hotels Near University Settlement at Houston Street Center:
Most hotels near the venue are within the $199 - $395 per night range. The following hotels are within a one-mile radius of the venue:
Miguel has been involved in proposal writing for 20 years. In his current position, he writes proposals to bring more resources to the unit. His proposal writing activities include researching potential partners, needs assessments, and designing evaluation metrics. Previously, as Director at United Way of NYC, Miguel developed four grant initiatives to support the growth and capacity building of nonprofit organizations. He also wrote government and private foundation grant proposals to support capacity building of human services organizations. His experience in grantmaking and development place him in the unique position of understanding both funder and grantmaker perspectives. Miguel earned a Master's Degree in Organization Development from Antioch University Los Angeles, and a Master's Degree in Urban Policy from New School.
Emily has been a development professional for 12 years, the last six focused specifically on institutional giving. At CCR, she is responsible for securing $2.25M annually from a portfolio of 40+ foundations and has consistently raised 20% above her goal. In this capacity, she is responsible for all aspects of foundation fundraising, including prospect research, letters of inquiry, proposals, reports and renewal requests. Prior to CCR she worked for Global Nomads Group as the Development Manager, where she identified new foundation prospects and wrote letters of inquiry and proposals. Before moving to New York in 2004, she worked at the National Voting Rights Institute and the Trust for Public Land in Boston in the development offices, specializing in foundation research, outreach, proposal writing, stewardship and reporting. She has also served as an organizer for progressive candidates in national, state, and local races; on the boards of various social justice initiatives; and organizes one-off fundraising events several times throughout the year. She graduated from Trinity College with a B.A. in Political Science.
Erik has been involved in fundraising for 9 years. In his current position, he is responsible for all aspects of institutional giving, part of a team of five grantwriters. His responsibities include grantwriting for private and public funding, research, and funder cultivation, with a focus on workforce development and capacity building initiatives. In addition to institutional fundraising, Erik is responsible for creating annual and specialized appeals to individuals; and strategizing and overseeing how the donor database is used as a tool to increase departmental efficiency, track proposals and reports, and improve donor outreach. Previously, as Director of Institutional Giving at BRC, Erik was responsible for all BRC’s fundraising operations for over two years, including drafting proposals and reports, researching and locating new funders, writing and implementing annual appeals, email, and other communications, overseeing the donor database, coordinating events, and overseeing Board giving. Before that, he worked as Development Associate at BRC where he was responsible for Grantwriting and related tasks. He earned a BA in Honors and Psychology from Hunter College, and is a member of Phi Beta Kappa, and the Association of Fundraising Professionals (AFP).
Caroline has 12 years of professional fundraising experience, with 7 years as a full-time grant writer. In her current position, she is responsible for grant and contract proposal writing for a $5 million AIDS agency. She identifies opportunities, responds to RFPs, assembles data, and writes proposals. Despite beginning her job in September 2008 during a recession, she has secured more than $4 million in competitive contracts and grants. Previously, as Grants Coordinator at Children's Crisis Treatment Center, Caroline wrote grants for an $11 million clinical mental health treatment agency. One major achievement was securing a $300,000 grant from the Robert Wood Johnson Foundation to address war trauma. Before that, she worked as Development Associate at Prometheus Radio Project where she submitted proposals and engaged in post-award stewardship with foundations. She earned an MA in Psychology from University of Illinois at Chicago and a BA from Trinity College, Hartford CT. She is a member of the National Grant Managers Association, American Medical Writers Association, and achieved her Grant Professional Certification credential in 2011.
Olivia has been involved in marketing and communications for 6 years. In her current position, she creates all the fundraising content in both print and online media for Bond Street Theatre. She manages the website, social media, and e-mail content of Bond Street Theatre, including the use of Kickstarter, PayPal, and Philanthroper to receive support, and contributes to the marketing plan. Previously, as Chair of the Theatre at Drew University, Olivia created and maintained website content for the Theatre program, and maintained contact with the school's individual donors to ensure support for the Workshop Series she masterminded. She earned Bachelor of Arts in Theatre Arts and Sociology from Drew Unversity and a Master of Arts in Applied Theatre from CUNY, confirmed 2013.
Brian has been involved in online fundraising for 12 years. In his current position as a consultant, he consults to nonprofits on new media, Web 2.0, social networks, mobile, community, ecommerce, brand marketing, and cause branding. Brian is the author of Shift & Reset: Strategies for Addressing Serious Issues in a Connected Society (Wiley, 2011) and co-author of Media Rules!: Mastering Today’s Technology to Connect with and Keep Your Audience (Wiley, 2007). Brian contributes as a Fast Company Expert, hosts a regular podcast discussion about the impact of media and technology on society and teaches consumer behavior and marketing strategy in the graduate school of communications at Columbia University. Brian attended the University of Michigan and graduated from Columbia University.
Norman has managed ephilanthropy projects at nonprofits since 2000. Currently at the Center for Court Innovation, he oversees the planning, development, implementation and support of new and existing court technology at over 20 demonstration projects.
As Manager, Online Services at Crohn's & Colitis Foundation, Norman led the selection and implementation of an online fundraising platform which raised over $15 million, working with both Kintera (now part of Blackbaud) and Convio's software platforms.
At Jewish Funds for Justice, Norman implemented an integrated communications and fundraising calendar to develop a segmented messaging campaign. Norman has also worked with Cathexis Partners, Common Knowledge and Legal Services of the Hudson Valley to implement online fundraising and marketing strategies.
He earned an MBA in Finance from Baruch and BS in Accounting / Computer Science from Brooklyn College.
In addition to having presented for the Center of Nonprofit Success on online fundraising, Norman has spoken at several conferences on ephilanthropy topics. He regularly blogs at nonprofitbridge.com focusing on the intersection between technology, communications and development.
Stephen has been involved in marketing and communications for 7 years. In his current position, he is responsible for creating a strategy that turns passive observers of democracy into active participants through email marketing. He is responsible for simultaneously communicating to potential donors and alumni the excellent work Princeton students are doing, and engaging current students and faculty members in new and existing civic engagement initiatives. Previously, as Director of Sales at Atlas Paving, LLC, Stephen was responsible for implementing a comprehensive market re-positioning plan using web-based marketing and advertising tactics. Using mainly email, Stephen efficiently reached a new target customer base and put the multimillion dollar construction firm back in a growth position. Before that, he worked as Volunteer in the U.S. Peace Corps where he was responsible for project management and grant writing.
In addition to his work at Princeton, Stephen currently serves as a communications consultant for Princeton AlumniCorps and Mercer Street Friends. He earned an MBA in Strategic Management from the University of Toledo and a Bachelors Degree in Journalism from the University of Dayton.
Yael has conducted research and evaluation for 20 years. She has also taught research methods and program evaluation for many years, most recently at the NYU Wagner Graduate School of Public Service.
In her current position as a consultant, she provides program evaluation, research and technical assistance to non-profit social service and educational organizations, funders and intermediaries. Her program evaluation activities involve designing process and outcome evaluations “from soup to nuts” which includes developing logic models and theories of change; creating surveys and other assessment tools; collecting and analyzing quantitative and qualitative data; writing reports and presenting to various audiences. Previously, as Director of Program Evaluation & Management Analysis at the New York City Department of Youth & Community Development, Yael managed internal and external evaluations of agency initiatives to inform policy decisions, and played a major role in improving quality agency-wide. Yael earned a Ph.D. in Social Psychology from the Graduate Center, City University of New York. She is a member of the American Evaluation Association and the American Psychological Association.
Allison has been involved in monitoring and evaluation for 10 years. In her current position, she works with program managers to develop an evaluation plan which will use the most appropriate data, design and focus for their particular situation. Allison has carried out both process and impact evaluations of various health promotion programs using qualitative and quantitative methods. She also serves as the Administrator of the Institutional Review Board at Public Health Solutions.
Previously, as International Fellow at PSI, Allison was responsible for developing the monitoring system for a national HIV prevention and family planning promotion program; providing technical assistance in management of information systems (MIS); and the development of a 5-year strategic plan.
Allison currently serves as a volunteer for iMentor, the American Red Cross, Citizenship Now! and WNYC. She earned an MPH from Columbia University and a BA in Women Studies from Colorado College. She is a member of the American Evaluation Association.
Kathleen has been involved in program evaluations for 8 years. In her current position, she guides and monitors the strategic, financial, and programmatic success of her organization. One of her key roles is to oversee the Board Program Evaluation Committee's vetting and evaluation of current and future programs. Previously, as Program Director at Princeton Project 55, Kathleen was responsible for developing program success metrics, developing short and long-term program evaluations, and writing multi-year strategic plans. Before that, she worked as Management Analyst at the Department of Defense where she was awarded the Army Certificate of Achievement for the analysis, design and implementation of a web leadership development portal for Army Interns. Kathleen currently serves as a Charter Board member of the Alumni Advisory Council, School of Humanities and Social Sciences at The College of New Jersey. She earned a Bachelors Degree in English from TCNJ.
Sue has been involved in management of behavioral health programs for 32 years. In her current position, she plans, develops and evaluates behavioral health related treatment and prevention programs for a community-based non-profit. This includes doing community-based needs assessments and then developing programs and services based on the identified needs and gaps in services. Before that, she worked as Director of Addiction Services for several hospitals where she was responsible for developing, supervising and evaluating behavioral health prevention and treatment programs. Sue currently serves as Member for the Livingston, West Orange and Montclair Municipal Alliances(Substance Abuse Prevention); Essex County Youth Services Commission (Juvenile Justice Programs), and NJ State Division of Addiction Services Professional Advisory Committee. She earned MS in Community Health from Hunter College and a BS in Biological Sciences from Purdue University. She is a member of NJ Association of Mental Health & Addiction Agencies.
Sharon has been involved in web project management for 5 years. In her current position, she is responsible for website strategy and development, content optimization, and monitoring site traffic and visitor behavior to strategize on building the organization's online presence. Previously, she supported content development, digital asset management, online syndication partnerships and development of the company’s first main media portal at TheVisualMD.com. In addition, Sharon is a writing tutor for the New York Cares' Young Authors Program. She earned a B.A. in Comparative Literature from New York University and a M.A. in Instructional Technology and Media from Columbia University. She is a member of the Nonprofit Technology Network.
Jesse has been involved in marketing and communications for 4 years. In his current position, Jesse has overseen a brand and website redesign and through a combination of strategies, increased website traffic by an average of 40.9% annually. In addition, he has helped to elevate his organization's brand positioning locally and nationally, and increase its influence in the sector as a source of best practices in engaging older adults to use their skills for the greater good. In his spare time, he volunteers to teach social media to older adults and serves on the board of Global Youth Connect. His Twitter alias is @gqrunner. He earned B.A. in Sociology from Columbia University,.
Fred has been involved in website marketing for 6 years. In his current position, he has completely overhauled his organization's website by adding 45 chapter and affiliate websites. He has also created a social media program that dovetails with the main website of his organization. Previously, Fred was an active participant in the development and use of digitalization of many forms of media -- print, video editing and interactive offerings in his roles as Creative Director, Filmmaker, Photographer and Designer at several advertising agencies and production companies, for Fortune 500 companies.
Michael has been involved in website marketing for 12 years, during which he has overseen development of six nonprofit and for-profit websites. In his current position, he is redeveloping the organization's 10-year-old website, and coordinating the social media strategy and SEO/SEM. Previously, as Executive Director at Fight for Sight, Michael rebuilt the website and implemented a social media strategy, along with SEO and SEM, leveraging a Google Grant. Before that, he worked as Founding Executive Director at Commercial Closet Association, whose website features thousands of gay-themed commercials and information, attracting over 1.4 million visits annually. He earned a Masters in Marketing from Baruch College/CUNY and a Bachelors in Communication from School of Visual Arts. Prior to entering the nonprofit sector, Wilke was a business journalist for over 10 years. He was a news producer for WNBC.com and has written for The New York Times, Adweek, Brandweek, and Advertising Age. He has appeared on CNN, Fox News, and BBC.
Glynda has been involved in volunteer management for 15 years. In her current position, she is responsible for conducting interactive training sessions on effective tools to recruit, engage and mobilize volunteers from communities of color in advocacy and electoral campaigns. Previously, as Executive Director at Education Voters of New York, Glynda was responsible for recruiting, motivating and building cohesive teams of community, civic and faith leaders. Formally, in her role as Senior Manager of Social Marketing and Volunteer Recruitment at Big Brothers Big Sisters America, Glynda designed and conducted volunteer recruitment workshops to meet educational training needs of over 500 local agencies. Glynda currently serves as Co-Founder of Higher Heights for America where she is responsible for board recruitment, development and management to meet the needs of a rapidly growing new national organization. She earned a Bachelor of Music in Arts Management from University of Hartford. She is a member of Alpha Kappa Alpha Sorority.
Rodolfo has been involved in volunteer management for 8 years. In his current position, he is responsible for starting a volunteer and mentoring program in Manhattan, the Bronx, and Westchester. This includes volunteer recruitment, on-boarding, and supervision for calendar volunteers as well as projects for civic organizations and corporations. Previously, as Community Outreach Manager at New York Cares, Rodolfo was responsible for spearheading volunteer recruitment, retention, and recognition in the Bronx and Brooklyn. Rodolfo also served as a volunteer consultant for JP Morgan Chase. Before that, he worked as Student Volunteer Outreach Coordinator at Massachusetts Public Interest Research Group where he was responsible for founding his local chapter and recruiting and supervising students to work on different campaigns. Rodolfo currently serves as Volunteer for New York Cares and Leake & Watts. He earned a Bachelor of Arts in Political Science and Economics from SUNY Albany He is a member of Westchester Association of Volunteer Administrators and has also served as a volunteer for different organizations in Zimbabwe, Peru, El Salvador, and Massachusetts. He also holds a Mentoring Supervisor Certificate as a JP Morgan Chase Fellow through Big Brothers Big Sisters Program in conjunction with Fordham University.
Drew has been involved in volunteer management for 10 years. In her current position, she is responsible for managing a helpline run by volunteers and interns to provide assistance to people who need help getting or using health insurance. She trains and supervises volunteers to provide most up-to-date public benefits and health insurance information to helpline callers. She is additionallly responsible for coordinating volunteer open house activities, monthly training, and recognition activities. Previously, as Youth Development Volunteer in the US Peace Corps, Drew was responsible for working in the Dominican Republic forming groups of youth multipliers to teach their peers about HIV/AIDS prevention and education. She formed various young girls groups to raise self esteem and combat teen pregnancy. Before that, she worked as Retired Senior Volunteer Program at Community Service Society where she was responsible for recruiting and matching senior volunteers to volunteer opportunities throughout the city. She earned a Masters in Social Work from Yeshiva University and a Bachelors in Social Work from The University of Vermont.
Dawrell has been involved in volunteer management for 8 years. In his current position, he mobilizes an all-volunteer staff to provide resources for youth and young adults. This includes recruiting volunteers for mentoring, tutoring, facilitating workshops, and fundraising activities. Most recently, he coordinated a volunteer recruitment program which increased volunteerism by 30% in just six months. Previously, as Community Developer in the Office of the Mayor, Dawrell, coordinated relationships between government and community/faith-based organizations for a city-wide collaboration, this led to increased numbers of volunteers for local neighborhood projects. Before that, he worked as Strategic Researcher at G.A.N.E. where he managed research material and data for public presentations to mobilize volunteer support for campaigns, prepared community benefit agreement proposals, and improved community relationships with local and national economic development stakeholders. Dawrell is a mentee for the Ben Appelbaum Foundation. He earned a Master in Divinity from Drew University, a Master in Planning from New Jersey Institute of Technology and a Bachelor in Architecture from North Carolina State University.
Tara has been involved in development for 6 years. In her current position, she is responsible for managing the agency's fundraising program on a limited budget. This includes planned giving, grant writing, individual gifts, annual fund campaign, and special events. She also manages all public relations and marketing efforts for the organization. Previously, as Assistant Director of Development at The Arc, Tara was responsible for special events, communications, and the creation and oversight of an agency volunteer program. She earned an M.A. in Organizational Leadership from Rider University, a B.S. in Management from Penn State University, and is presently pursing a PhD in Educational Leadership, Management, and Policy from Seton Hall University. Tara is a member of Kappa Delta Pi International Honor Society, Somerset County Business Partnership, and New Jersey Young Professionals.
Allison has been involved in development for 7 years. In her current position, she is responsible for individual giving, corporate and foundation grants and oversees major gift campaigns and two special appeals annually. She is the Museum's primary liaison with the Board of Trustees and Board of Overseers, responsible for maintaining and growing both Boards. She also oversees membership, special events, PR, and maintains donor and community relationships. She oversees all promotional materials, including ad buys, the Annual Report, invitations, flyers, weekly eblasts and posters.
Previously, Allison was the Executive Director at WNYC, New York Public Radio, where she was responsible for creating budgets for live broadcasts, producing events, reporting to the Board of Trustees, writing grants and cultivating sponsors. She earned her BA in History from Brown University and her MA in Journalism from New York University. She is a member of Association of Development Officers in Westchester. Her honors have included a Corporation for Public Broadcasting Arts and Humanities Award, and Armstrong Radio Award and an American Women in Radio and Television Award.
Karen has been involved in development for 10 years. In her current position, she oversees all annual fundraising for Second Stage Theatre including individual and major gifts; corporate, government, and foundation support; and all special events. Prior to her role at Second Stage, Karen managed the Capital Campaign for the Signature Theatre Company’s newly opened Signature Center designed by Frank Gehry. She has also served as the Individual Gifts Manager for Boston’s New Repertory Theatre and as the Development Officer for the Celebrity Series of Boston. She volunteers at the Westside YMCA and previously served as a mentor for start-up fundraising shops as part of Women in Development’s City Service Committee. Karen earned her undergraduate degree from Boston College and holds an MBA from Columbia Business School.
Stephanie has been involved in development for over 15 years. In her current position, she oversees all fundraising operations for the Museum. This includes managing membership and direct marketing; events; major and capital gifts; and, board development with limited resources and a small team of staff and consultants. Prior to her role at the Museum, she was Assistant Vice President for Individual Giving at Sesame Workshop, the non-profit producer of Sesame Street around the world, where she oversaw major gifts and direct marketing. She has also held the roles of Director of Development at New York Public Radio (WNYC) and Deputy Director of Major Gifts at Channel Thirteen, the country’s largest public radio and television stations. Stephanie holds an MBA from Columbia Business School and a Master’s degree in economic policy from the School of International and Public Affairs at Columbia University.
Stacey has been involved in proposal writing for 10 years. In her current position, she oversees a grants portfolio that includes foundations, corporations, and government entities. Stacey is responsible for researching funding sources, writing letters of inquiry, proposals and reports, and overall grants management. In addition, she works closely with other departments, including Finance and Programs, to develop budgets, coordinate site visits, and prepare support materials. Previously, as Associate Director, Foundation Support at American Museum of Natural History, Stacey was responsible for securing foundation support for the museum's capital projects and educational programming, as well as completing interim and final reports. In addition, Stacey has held similar positions at Big Apple Circus and Women's Sports Foundation. She earned a BA in History from Boston University and an MS in Secondary Education from Hofstra University. She is a member of Association of Fundraising Professionals, Long Island Chapter.
Katherine has been involved in proposal writing for 6 years. In her current position, she is responsible for researching and identifying new donors, stewarding relationships with existing Foundations, and managing the grants portfolio for two national non-profits - the Guide Dog Foundation for the Blind and its sister organization America's VetDogs- the Veteran's K-9 Corps. She works with multiple departments to identify priority projects, write concept papers and formal proposals, and create budget narratives that capitalize on the unique qualities of both organizations. Previously, as Executive Director at the CMB Fund, Katherine was responsible for reviewing grant requests and working directly with grant funded researchers on reviewing and reporting on projects. She earned her degree from LIU Southampton and is a member of Association of Fundraising Professionals.
Andrew has been involved in proposal writing for well over 30 years. In his current position, he is responsible for researching funding sources, writing proposals and managing the grants portfolio for a 4-campus, international institution of higher education. Previously, as Director of Grants Development at Parker Institute for Healthcare and Rehabilitation, Andrew was responsible for Proposal development and grants management. This included developing grant applications and proposals for foundation and government sources. Before that, he worked as Director of Grants Development at Hofstra University where he was responsible for Proposal development, including grants research and proposal writing. He also managed the Grants Development Unit at the central headquarters of the New York City Public Schools. Andrew currently serves as Track Chair for 2012 Summit for Association of Advancement Services Professionals. He earned his BA in Political Science from Binghamton University and a Ph.D. in Public Administrationfrom New York University. He is a member of Association of Advancement Services Professionals. He teaches graduate and continuing education courses in proposal writing and grants development.
Angelie has been involved in proposal writing for over 7 years. Currently, at Big Brothers Big Sisters of NYC she is responsible for retaining and growing the existing portfolio of foundation and government partnerships. This includes identifying prospective funders, drafting and editing letters of intent, concept papers, and proposals. She manages the complete grant cycle process: writing high quality grant applications and proposals, including budgets, and preparing other materials as needed. Once the grant is awarded, Angelie and her team, submit timely and complete interim and final narrative and fiscal reports. Previously, as Assistant Director, Program and Resource Development at Fund for Public Health in New York, Angelie was responsible for submitting several successful federal, state, foundation and corporate grant applications. This included providing input on program design, developing project plans, creating budgets, and drafting budget narratives. Angelie currently serves as Board Member for Community Mediation Services. She earned a MSW in Social Enterprise Administration from Columbia University and a BBA in Management from Pace University. She was formerly a member of the Grants Advisory Committee of the New York Women's Foundation.
Jo Anne has been involved in finance and accounting for 25 years. In her current position, she oversees all aspects of finance, accounting, IT, and business and legal affairs. This includes managing and projecting cash flow and financial results on an on-going basis, managing and monitoring the budget process as well as assessing and maintaining strong internal controls and risk management. Additionally, she is involved in the strategic planning process and is a member of the Executive and Finance Committees. Previously, as CFO at New York Restoration Project, Jo Anne oversaw the financial management of the organization. This included managing all aspects of the budget as well as reporting financial results for the organization and its for-profit subsidiary. Before that, she worked as Controller in various for-profit (mainly retail) companies. Jo Anne currently serves as Treasurer for Help-A-Child-Smile Foundation, Edgewater, New Jersey. She earned her BS in Accounting from Fairleigh Dickinson University, and is a member of AICPA, NJSCPA and NAFE.
Andy has been involved in financial management for 35 years. In his current position, he is responsible for financial accounting, control, reporting, planning & analysis, treasury and grant administration. Previously, as Chief Financial Officer at Audible Inc., Andy was responsible for financial management, investor relations, and was a member of the board of directors. Before that, he worked as Chief Financial Officer at Time Life where he was responsible for financial management and strategic planning. Andy currently serves as a Board Member and Chairman of the Finance Committee of VIP Community Services, an agency located in Bronx, NY which serves persons with a history of chemical dependency. Andy is also a board member and treasurer of Harvard Business School Community Partners, where he provides pro-bono financial consulting services to organizations in Connecticut. He earned a Bachelor of Science in Business Administration from Florida State University and a MBA in Finance from Harvard Business School. He is a member of Financial Executives International and a Certified Public Accountant.
Elizabeth has been involved in non-profit financial management for 20 years. In her current position, she is responsible for all aspects of financial management for her organization. This includes maintaining the integrity of financial records and systems; reporting financial conditions to the Board of Directors; creating and managing the annual budget; oversight and supervision of annual audit and tax reporting preparation; contact with bank agents; and oversight of investment activity. She also works with the Managing Director to manage and track budget and expenses for a $66.5 million capital project to build the Theatre's first home. Previously, as Business Manager/Treasurer at The Tricycle Foundation, Inc., Elizabeth was responsible for implementing, maintaining and supervising all accounting systems. This included budget development, cash flow projection, preparation for the annual audit, and reporting to the Board Finance Committee. Before that, she worked as Controller at various film/media businesses. She earned a BA in English/Communications from Hunter College, New York.
Sheila has more than 20 years of non-profit financial management experience. In her current position, she is responsible for all aspects of financial management for her organization, which includes integrating best practices, maintaining fiscal policy and internal controls, banking relations, investment analysis and audit and tax reporting. Previously, as Associate Executive Director, Operations at the Hetrick-Martin Institute, Sheila was responsible for managing the day-to-day operations of the finance department including the interpretation, analysis and presentation of all financial information, cash management, grant reporting, inventory management, and annual audit preparation. Before that, she worked as Director of Financial Operations at the Manhattan Valley Youth Program at the Cathedral of St. John the Devine where she was responsible for managing day-to-day operations of the finance department including financial statement analysis, cash management, accounts receivable/payable oversight, budget allocations for various programs, grant reporting and annual audit preparation. Ms. McDaniel holds a Master of Public Administration from Baruch College.
Rashida has done program evaluation for 6 years. Currently, she is responsible for monitoring the effectiveness of her organization's youth development programs. This includes developing goals, indicators and outcomes, creating logic models, evaluation methodology, data collection tools, developing databases and technology to facilitate evaluation, assembling and training evaluation teams, training program staff on evaluation practices, incorporating evaluation into budgets and grant proposals, and establishing a culture of data-driven management. Previously, as Director of Research and Evaluation at Phipps Community Development Corp., Rashida was responsible for the assessment and maintenance of quality for over 40 programs serving 8000 children, young adults and adults. She initiated a data driven management system, developed performance targets, outcomes, data collection procedures, and, oversaw evaluation (design methodology, instruments, recruit/train research teams, collect data, analysis/reporting). Before that, she worked as Research Associate and Principal Investigator at the Center For Court Innovation where she was responsible for data collection, performance targets and research for 11 programs at a community court. She earned a MS in Social Research Methods and Comparative Politics from The London School of Economics and Political Science and a BA in Political Theory from Wesleyan University. She is a member of the American Evaluation Association.
Jerome has been involved in evaluation for 6 years. In his current position as an evaluation specialist, he is responsible for developing monitoring and evaluation policies, guidance and tools. He also supervises external program evaluation, conducts internal evaluations, and provides technical assistance to the program design team. Previously, as Design, Monitoring and Evaluation Specialist at Search for Common Ground, Jerome developed organization-wide policies and tools, and provided country programs with technical assistance in Design, Monitoring & Evaluation. Before that, he worked as Monitoring and Evaluation and Reporting Manager at American Red Cross where he was responsible for developing and implementing Monitoring and Evaluation (M&E) systems for the Tsunami Recovery Program in Thailand. This included building the capacity of the project staff in monitoring and evaluation; developing the reporting system and compiling the main program reports. He earned his Master's in Business Administration from University of Versailles. He is a member of the American Evaluation Association, and Founder of the evaluation group: Evaluation Practices for Programs in Societies in Transition. He has served as an instructor for the American University's summer course in M&E since 2011.
Joseph has been involved in program evaluation for 5 years. In his current position, he is responsible for developing indicators, logic models, tools, processes, and systems to gauge and improve the success of schools in Harlem. Previously, as a Research Analyst at The Research Alliance for New York City Schools, Joseph was responsible for administering surveys for a state wide study of small schools of choice. Before that, as a Research Associate at the Center for Understanding Race and Education, he led a mixed-mode survey and worked with a team to construct interview questions and protocols for a study examining the impact of different boundaries on racial and educational outcomes. During this time he also worked as a research consultant for a Ford Foundation initiative and as Senior Research Associate for the Government Relations Director at Columbia's Teachers College where he was required to analyze large datasets. He earned his Ed.M. in Sociology from Columbia's Teachers College and a BS in English, Language, and Literature from Eastern Michigan University. Joe is a member of American Educational Research Association and American Statistical Association.
Mari has practiced program evaluation for 15 years. In her current position as an internal evaluator and a consultant she works with continuing education programs for health professionals to monitor program activities and quality and to measure impact of trainings. This includes needs assessments, logic modeling, quality monitoring, process evaluation, outcome evaluation, quantitative and qualitative data collection, data analysis, and facilitation of staff capacity for evaluation. She has conducted several process and outcome evaluations, and evaluated the impact of several health information technology interventions. She has also done evaluation work with substance abuse treatment programs, HIV service programs, community health centers, local health departments, and a federally funded health disparities center. She has published her program evaluation work, including a book chapter on designing evaluation for service programs. She teaches classes on program evaluation and needs assessment in the master's of public health program at Columbia. She earned her PhD in psychology from the City University of New York. Her professional organization affiliations include the American Evaluation Association.
Jaime has been involved in volunteer management for 10 years. In her current position, she manages the Team Leader program with New York Cares, including recruitment, training and enrichment of Team Leaders. Previously, as Volunteer Relations Manager at New York Cares, Jaime was responsible for providing support to New York Cares volunteers, including answering inquiries, scheduling orientation sessions, and assisting volunteers in finding meaningful and exciting volunteer projects. Before that, she worked as Program Specialist at Girl Scout Council of Greater New York where she was responsible for overseeing programming in Southern Brooklyn and all programming for high school aged girls. Jaime currently serves as Board Secretary for NYAVA. She earned Bachelor's in Sociology of Volunteerism from CUNY BA and a Professional Credential in Certification in Volunteer Administration from CCVA. She is a member of NYAVA. Jaime designed her Bachelor's degree through the CUNY BA program, to focus specifically on the unique role volunteers play in our community.
Stefanie has been involved in volunteer management for 6 years. In her current position, she is responsible for budgeting, reporting, design and implementation of all volunteer projects. Since 2006, she has increased the organization’s volunteer database from 60 to 4,000, with over 1,700 active volunteers every year. This includes managing an AmeriCorps grant with 14 members at 10 different sites. On the fundraising side, Stefanie launched Met Council’s MVPs, a young professionals group that has raised over $45,000 through volunteer events and soirees since 2008. Previously, as VISTA Volunteer Coordinator at Met Council, Stefanie was responsible for managing a Federal AmeriCorps*VISTA contract with 22 positions at 12 different sites. Her volunteer management activities in this position included recruiting volunteers, creating new volunteer opportunities, implementing an official volunteer recognition process and tracking volunteer hours. Stefanie currently serves as Breakfast Series Coordinator for NYAVA. She earned her BA in Finance from UMASS Amherst and is a member of NYAVA.
Amy has been involved in volunteer management for 19 years. In her current position she recruits and trains individual volunteers as well as corporate groups. She also produces an annual volunteer awards dinner. Previously, Amy served as Assistant Director of Volunteers for Jewish Home Lifecare/Sarah Neuman Center. In this position, Amy was responsible for recruiting, training and supervising volunteers while inspiring them to enhance the social, intellectual and spiritual lives of the residents, patients, and clients at Jewish Home Lifecare. In her previous position as Director of Breast Health at the American Cancer Society and District Manager at the American Diabetes Association Amy was charged with managing volunteers at fundraising events such as walk-a-thons, festivals and and other special events. Amy is a board member of Partners in Senior Life and the Westchester Association for Volunteer Administrators. She is also a member of Delta Mu Delta, the International Honor Society in Business Administration. She earned an MBA in Business Administration from Southern Connecticut State University, and a MA in Public Relations & Corporate Communications from Iona College.
Olivia has been involved in Volunteer Engagement for 5 years. In her current position, she is responsible for overseeing the entire volunteer engagement effort at the GO Project, which includes strategy oversight for recruitment, training,and ongoing support of over 250 volunteers. Olivia develops and maintains relationships with public and private school partners, a critical component of the GO model. Previously, as Volunteer Manager, Olivia was responsible for the ongoing development of GO's diverse volunteer community. This included developing a comprehensive summer internship for over 30 high school students. She earned BA in Political Science from Dartmouth College and a Masters in Political Science from Queens University Belfast. She is a member of NYAVA, YNPN, and Coro's Immigrant Civic Leadership Program.
Our unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions
that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times.
Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass.
Mentors for this session will be announced shortly.
Agenda for this session will be announced shortly.
Exhibitors for this session will be announced shortly.
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If you would like to take full advantage of the Summit, this is the most affordable option
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Handout is currently available for this session
Stephanie Hill Wilchfort
Jo Anne Barry
Amy Faith Lionheart
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