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7:30 a.m. Registration Opens, Coffee & Exhibitors
8:00-8:45 a.m. Roundtables – Ballroom (See below for list of Roundtables)
9:00-10:15 a.m. Morning Sessions I
Back by popular demand, this expanded session will include experts in various fields who will present their subject matter in a lively and interactive manner. This session includes presentations on Annual Fund/Direct Mail, Special Events and Grants/Foundations. Participants should also register for Fundraising 102.
Cutting costs and cutting carbon: The term “carbon footprint” is all over the media these days. This session will demystify the term, review activities that impact your organization’s carbon footprint and then show you ways to “tread lightly” while saving money in the process.
Hear from a major gift veteran with decades of experience and multiple millions of dollars raised. Larry will use real life experiences that illustrate key principles for major gift success. Learn powerful communication skills that will work with all behavior styles and that the most important major gift marketing strategy is building relationship networks.
Three professionals who use social networking will discuss how to integrate social networking into your development strategy without monopolizing your time.
- Moderator: Christopher J. Deluga, Vice President, Eastern Wealth Management
- Nancy Hardaway, EDM, President & CEO, Gestalt International Study Center
- Richard Brothers, President, United Way of Cape Cod and The Islands
- David Willard, Vice President, Director of Community Relations, Cape Cod Five Cents Savings Bank
- Laura Kurzrok, Executive Director Eastern Bank Charitable Foundation
This interactive panel combing perspectives of funders and nonprofit leadership will demonstrate the obstacles and benefits of collaboration between nonprofit organizations. Learn why and more importantly how to initiate collaborative behavior. Practice critical conversations and explore how to avoid pitfalls. Collaboration as a skill set of boards and executive directors that are essential to ensure the sustainability of your organization.
10:15-10:45 a.m. Break With Exhibitors
10:45-12:00 noon. Morning Sessions II
- Moderator/Capital Campaigns: E. Peter Dubay, Fund Raising Advisor
- Prospect Research: Dave Chase, Founder and CEO, Chase Solutions.
- Planned Giving: Nancy Leanues, Executive Director of Gift Planning, Cape Cod Healthcare
- Major Gifts: Carroll Follas, Senior Associate, Copley Raff, Inc.
Back by popular demand, this expanded session will include experts in various fields who will present their subject matter in a lively and interactive manner. This session includes presentations on Prospect Research, Planned Giving and Major Gifts/Capital Campaigns. Participants should also register for Fundraising 101.
Session will explore best practices in managing, analyzing and reporting on data to inform fundraising in challenging times. It will share examples and ideas for how to simplify information to make it actionable for fundraisers, their boss and their Board. Available benchmarking resources will also be discussed..
- Moderator: Elizabeth Gawron, President, Cape Cod Foundation
- Jodee Bishop, Esq., Hilton and Bishop, P.C.
- John Conathan II, Attorney at Law, P.C.
- George W. Malloy C.P.A., Malloy, Lynch, Bienvenue, LLP
- Christopher Ward, Esq., La Tanzi, Spaulding, & Landreth, P.C
This session will explore how charitable trusts can help an individual accomplish personal financial planning objectives, such as increasing income, preserving wealth to transfer to heirs or reducing income and estate taxes, while also supporting a charity or charities that are important to the person.
In difficult economic times, strong board leadership is more important than ever. How to identify, recruit and incent effective, intelligent, committed and philanthropic board leaders.
12:15-2:00 p.m. Lunch & Awards – Ballroom
Charlie Case, Jr., Attorney-at-Law, Principal
Charles Case, Jr. graduated from New England School of Law in 1993 and has been a licensed attorney since then. Prior to this, he owned and operated an Insurance Agency for 20 years.
Charles has devoted his entire legal career exclusively to the areas of estate planning, probate, asset protection and elder law. He is a past president of the Planned Giving Council of Cape Cod, contributing author of 2 books: “Generations” and “Giving”, and board member of several charitable organizations. He is a member of the National Academy of Elder Law Attorneys and the Massachusetts Chapter of NAELA. He is also a member of Wealth Counsel, LLC.
Leslie Fishlock, President/CEO and Co-Founder, Genevate
Leslie Fishlock lives at the helm of Genevate (http://www.genevate.com), a professional web development, design and social media/inbound marketing firm specializing in standards compliant, Ruby on Rails web application development for clients all over the globe. She is also the founder and #1 Geek Girl of Geek Girl Camp (http://www.geekgirlcamp.com), whose mission is to educate and empower every girl and woman at every age level, on every skill level, at every income level on computer technology.
Dave Chase, Founder and CEO, Chase Solutions
Dave Chase is a nationally known prospect research consultant and founder of Chase Solutions Inc., the Freelance Prospect Research Network, and the International Prospect Research Network. Dave is also a partner with Bethesda-based WealthEngine, providing data screening services to clients across the US. He is a past treasurer of the New England Development Research Association, a board member of the New England Association for Healthcare Philanthropy, and is President of the Hyannis Youth & Community Center Foundation. Dave presents nationally on topics related to prospect research, data screening, and the use of technology for philanthropy.
Doreen Lawrence, President, The American Grant Academy, LLC
Doreen Lawrence has over twenty-five years experience working for non-profit organizations in senior management positions. As Executive Director for a million dollar non-profit agency, the Director of Human Resources/Affirmative Action for several corporations, and as a Consultant, she has successfully written local, state, and federal grants. In addition, she has written grants for regional and national foundations; corporate giving programs; and The United Way. Ms. Lawrence served as a reviewer for federal and state grants, and is also an accomplished fundraiser and events planner.
Ms. Lawrence has conducted grantwriting workshops in Australia, Canada, and throughout the United States. In addition to consulting and conducting grantwriting workshops, she is an adjunct professor at Cape Cod Community College, and Suffolk University, teaching graduate and undergraduate courses in Business Administration and Entrepreneurship.
Ms. Lawrence has an Associates degree in Business from the University of Hawaii – Leeward, a Bachelor’s degree and Executive M.B.A. from Anna Maria College in Paxton, Massachusetts.
Ms. Lawrence can be reached at: dglawrence@americangrantacademy.com; 1-877-55-GRANT. Please visit her website at: www.americangrantacademy.com.
Brooks S. Thayer, Esq.
Brooks Thayer graduated from Dartmouth College and Vanderbilt University, earning both a law degree (J.D. 1986) and a Masters degree in Business Administration (M.B.A, 1986). While at Vanderbilt Law School, he received the American Jurisprudence Award for outstanding achievement in the subject area of Wills and Trusts. He practiced in Boston until 1993, when he associated with LaTanzi, Spaulding & Landreth, P.C. in Orleans. He was named a member of the firm in 1997.
Brooks is a member of the Massachusetts Bar Association, the Barnstable County Bar Association, and the National Academy of Elder Law Attorneys. He earned the designation as a Certified Elder Law Attorney (C.E.L.A.), from the National Elder Law Foundation, one of only a few so designated in Massachusetts. He is past President and director of the Estate Planning Council of Cape Cod, and past director of the Massachusetts Chapter of the National Academy of Elder Law Attorneys.
Brooks has been repeatedly listed in Boston Magazine as a “Super Lawyer,” listed as one of the best estate planning attorneys in Massachusetts and New England.
Brooks concentrates his practice in the areas of Estate Planning, Planned Giving, Wills and Trusts, Estate Settlement, Medicaid and Nursing Home Planning, and Elder Law. He is a frequent speaker on Estate Planning, Living Trusts, Medicaid, and nursing home financing and planning issues.
Christopher J. Ward, Esq.
Chris Ward was born in Newton, Massachusetts in 1972. He attended the University of Vermont (B.A. 1995), Western New England College School of Law (J.D. 2001) and Georgetown University Law Center (LL.M 2002). He was an associate with the Hyannis firm of Haddleton & Associates, P.C. until 2007, when he joined La Tanzi, Spaulding & Landreth, P.C. in Orleans. He was named a member of the firm in 2009.
Chris is a member of the Barnstable, Massachusetts, Florida and American Bar Associations (Probate Sections).
Chris is also a member of the National Academy of Elder Law Attorneys and the Cape Cod Estate Planning Council and was appointed to the Trust Fund Advisory Board for the Town of Barnstable. Chris is a member of the Board of Directors of the Cape Cod Young Professionals. Chris is admitted to practice in Massachusetts and Florida, as well as the United States Tax Court.
Chris concentrates his practice in the areas of Estate Planning, Probate, and Elder Law.
Laurie Wyndham, Associate Director of Development, Cape Cod Academy
Laurie Wyndham joined the Cape Cod Academy development team in 1999 as the Associate Director of Development. In this role, Laurie is responsible for fundraising, alumni/ae relations, communications, volunteer coordination and special events for CCA. Laurie's experiences at Cape Cod Academy include ten years of auction and golf tournament planning as well as the planning and implementation of many other fundraising events.
Laurie holds a bachelor of arts degree in social welfare from the University of Southern Maine and a master of education degree in vocational counseling from Boston University. She began her career in counseling, working in an elementary school setting in Frankfurt, Germany, in a women’s shelter for the prevention of domestic violence in Florida, and later for a job training and employment agency here on Cape Cod. She has also applied her counseling and administration skills to roles in academic administration, serving as the University Center Director for Embry-Riddle Aeronautical University, Director of Admissions for Kinyon-Campbell Business School in New Bedford and District Director of an after-school academic enrichment program (Expore, Inc.) before arriving at CCA.
Kerry Connolly, Owner, Touchstone Advisors(Management Consulting) and CEO, Girl Scouts of Northeastern New York, Inc.
Kerry Connolly’s experience in federal government, corporate America, education, and non-profits has primarily revolved around large scale business change. As a management consultant to non-profits and now a CEO of Girl Scouts her passion has been to aid non-profits in successfully navigating difficult transitions. Part of this work involves forming strong strategic boards focused on philanthropy through “friend building”. Kerry is a 26 year resident of Centerville MA and now also resides in Saratoga Springs, NY.
Karen Knaub, Director of Volunteers, Hospice & Palliative Care of Cape Cod
Karen Knaub’s experience as a volunteer manager started at The Science Place, a hands-on museum in Dallas, Texas. Since then, she has managed volunteer programs and major special events for zoos in Kansas and California. Knaub washed ashore on Cape Cod in 2002 and began managing the volunteer department for the Visiting Nurse Association. After training as a hospice volunteer with the VNA, Karen was interested when the position of Director of Volunteers came open at Hospice & Palliative Care and has been there since 2005.
Sean Randall, Vice President of the Community Leadership Institute of Cape Cod and the Islands, Inc. (CLI) and Advertising Manager of Cape Cod VIEW Magazine
Sean Randall was born and raised in nearby West Bridgewater. He attended the West Bridgewater public schools, Suffolk University, and the Gemological Institute of America. While still in college, he began working for the Massachusetts Department of Education, where he overhauled the Student Government Day Program and the U.S. Senate Youth program.
Sean diversified his skills working as a manager in the restaurant industry, in retail sales management, working for a high-tech placement firm, and toiling in the nonprofit realm as a Director of Development. In all of these areas, Sean contributed to the company’s success by developing sales training programs and promotional materials, including advertising copy and strategies.
In 2003, he began working in the advertising field as an account executive for a Cape Cod magazine. Two years later Sean joined the Cape Cod Media Group where he now serves as the Advertising Manager of Cape Cod VIEW magazine.
Sean is a 2002 graduate of the Community Leadership Institute (CLI). He is serving his eighth year on the CLI Board (two of which he was Board President). Sean is also Chairman of the Board of the National Marine Life Center and a member of the Vestry at St. John’s Episcopal Church in Sandwich. He is a former Vice-President of the Board of Trustees of the Waldorf School of Cape Cod and a founding Board member of the American Legion Boys’ State Foundation. He has advised several local organizations in fundraising and performed as a charity auctioneer.
Sean spends his leisure time relaxing in Sagamore Beach with his wife and four children and has been a year-round resident of Cape Cod since 1998.
Deb Baker, President, Development Solutions of New England
Deborah Baker’s career spans more than 23 years in development and institutional advancement. She is a well-rounded fundraiser and public relations specialist, creating multi-faceted outreach programs for organizations of all sizes, including the Rehabilitation Hospital of the Cape and Islands, Heritage Museums and Gardens, the Rehabilitation Institute and The Boy Scouts of America. Deb’s expertise in the art of donor solicitation yielded individual gifts in excess of $100,000 to over $1 million for each of these organizations.
Deb takes a very hands-on approach to managing DSNE and is principal advisor to both clients and staff. Whether working directly with Deb, or with one of her skilled consultants, clients can be sure that she will be actively involved in developing individual solutions to their fundraising, marketing and communications needs. In addition to providing direct services, Deb has shared her exceptional skills through effective training programs for staff, board members and volunteers on the many aspects of fundraising from donor cultivation and solicitation to moves management to community building.
Well known throughout the non-profit community, Deb is respected for her many achievements, innovative thinking and direct approach. She is active in many local and national professional organizations and is the Past President of the Planned Giving Council of Cape Cod.
Wendy Cullinan, Vice President, Development Solutions of New England
DSNE Vice President Wendy Cullinan brings over 20 years of event planning, development experience and staff management to the company. In her leadership role at DSNE, Wendy helps clients to plan and implement strong fundraising programs, specializing in “moves management” – creating the detailed strategies that get individual donors to increase gift amounts. DSNE clients also benefit from Wendy’s extensive background in media relations. She brings clients the much needed coverage required to promote and market their organizations and to attract a larger donor base. Additionally, Wendy mentors DSNE associates and oversees daily business operations.
In her time with DSNE, Wendy has executed successful appeals, increased major donor gifts and streamlined fundraising processes for numerous clients, including the National Marine Life Center, Gosnold and the Cape Cod Stranding Network. Wendy was also critical to the integration of CCSN’s fundraising program with the International Fund for Animal Welfare’s following the organizations’ merger in 2007. Previously a Special Events director, Wendy has managed all facets of event planning for clients, including obtaining corporate sponsorships and donations, coordinating vendor services and overseeing event-related staff activities.
In addition to her professional interests, Wendy is active in local theatre, performing with the “Books Alive Players”, a readers theatre group and volunteers as an Art History teacher and with the Falcon Theatre Company in Sandwich, MA. She was also a member of the Forestdale School Council. Additionally, and most importantly, Wendy enjoys being the mother of three wonderful children.
Thomas M. Evans, President, Resource Group 175
Tom Evans and his four partners in the firm provide head search and governance consulting for independent, non-profit elementary and secondary schools. Since the firm's inception over ten years ago, they have conducted well over a hundred searches for schools in the US and abroad. They provide long range planning facilitation for a variety of other non-profits. Tom was Headmaster of Cape Cod Academy from 1980 to 2006, and serves on the boards of the Cape Cod Five Cents Savings Bank, the Cape Cod Five's Charitable Foundation, the Cape Cod Foundation, the Harwich Conservation Trust, and the Riverview School.
Trudy B. Avery, Director of Advancement, Massachusetts Maritime Academy
Trudy Avery has been a fundraiser for Massachusetts Maritime Academy for the past three years, specializing in corporate relations. Her fundraising focuses on building and classroom naming opportunities, grantwriting, scholarships and alumni gifts. Prior to joining the Academy, Trudy was Director of Annual Giving and Membership for the USS Constitution Museum in Boston, and Membership Manager at Plimoth Plantation.
Trudy holds a B.A. in Psychology from SUNY Regents College and a graduate certificate in Meeting Management from Bentley University. She chaired the Development, Membership and Marketing Professional Affinity Group for the New England Museum Association for many years. She is an avid volunteer for the American Cancer Society Relay for Life and the Melanoma Foundation of New England. Trudy lives in Sandwich with her husband Richard. They have raised four sons.
Gretchen Axelson, Business Analyst, iMedia Technology
iMedia Technology is a full service information technology (IT) firm providing computer and network services and support and document management solutions to small and mid-sized organizations. Gretchen’s expertise is working with customers to design and implement document management solutions that best fit her client’s needs and budget. Prior to working at iMedia, Gretchen worked as an analyst for an insurance carrier where she managed the company’s transition from paper files to electronic files. She is a graduate of Gordon College with a dual major in Economics and Business Administration.
Karen Billard, President, Kusala Design
Karen Billard holds a Bachelors Degree in Special Education from Brooklyn College and post-graduate credits from NYU in Deafness Education. She taught at the junior high level at the Saint Joseph School for the deaf in the Bronx, N.Y. She is certified K-12 and has developed curriculum for students with special needs. She received an Associate Degree in pattern making technology from the Fashion Institute of Technology in N.Y.C. There, she worked as a Patternmaker in the fashion industry.
Karen wwas Vice President of Programming and ran workshops for the Handweavers Guild of Westchester. As a fiber artist, she has exhibited her work in galleries and decorator showcases in Westchester County, New York. Recently, she formed and ran Metamorphosis Web Design, Inc., a web site design and development consultancy for 6 years. Her array of talents, skills and fusion of mutual goals finds a welcomed home within LAI. Her education and artistic training combined with her technological and media experience serve to build the organization in service to the community.
Jodee P. Bishop, Esq., Hilton and Bishop, P.C.
Jodee Bishop is an attorney and partner with the law firm of Hilton and Bishop, P.C. in Falmouth. She graduated with a B.A. from the University of Vermont and earned a Juris Doctor degree from Suffolk University Law School.
She was an associate with the law firm of Hutchins, Wheeler and Dittmar in Boston for six years prior to founding Hilton & Bishop in 1994 with her partner, Federic H. Hilton. She concentrates her practice in the area of estate and gift planning, trust and estate administration.
Jodee has served on the boards of several nonprofit organizations, is a member of the Estate Planning Council, and member and former director of the Planned Giving Council of Cape Cod.
Karen L. Bissonnette, CFRE, Chief Development Officer, Community Health Center of Cape Cod
Karen Bissonnette has 19 years of nonprofit management and fundraising experience and possesses diverse experience in healthcare and educational philanthropy. Karen has special expertise in major gifts, planned giving, capital campaigns, healthcare foundation management, annual giving and event planning.
Karen is currently the Chief Development Officer at the Community Health Center of Cape Cod and served as the Executive Director of the Falmouth Hospital Foundation. Prior to her work on Cape Cod, she held the senior Development position at Thayer Academy in Braintree, Massachusetts and was the Director of Annual Giving at Wheaton College, in Norton, MA.
Ms. Bissonnette serves on a number of professional boards including the Boys & Girls Club of Cape Cod and is a Corporator with The Edward Bangs Kelley and Elza Kelley Foundation, Heritage Museums and Gardens, The 300 Committee, Woods Hole Foundation, Cape Cod Five Cents Savings Bank and maintains memberships in NEAHP and in the Planned Giving Council of Cape Cod where she also served as President. Karen is a founding member of the Philanthropy Day on Cape Cod Committee, where she served as Chair for several years.
J.C. Bouvier, Social Media Marketing Lead for the International Fund for Animal Welfare (IFAW)
J.C. Bouvier is headquartered here on Cape Cod, where he has built IFAW’s YouTube channel to one of the top 50 non-profit video destinations with nearly two million views, built the IFAW Facebook Fan page to nearly seven thousand fans, has built their LinkedIn group to hundreds of members and has pushed their Twitter followers to over one thousand engaged supporters. He has been working with Internet, film and video related technologies since 1991.
Additionally Mr. Bouvier is the principal behind Bouvier Consulting, a regional strategic marketing agency servicing a diverse array of clients including non-profit and for-profit clientele. More information on his work can be found at his web site: http://jcbouvier.com.
Richard Brothers, President, United Way of Cape Cod and the Islands
Richard Brothers has worked for 25 years with United Ways across New England, the last 11 years as the President of the Cape and Islands United Way.
After serving as a United Way volunteer for three years, Rich was chosen to be the first (and only) employee of the newly formed United Ways of New England. This organization was, and is, a Collaboration of all of the United Way organizations in New England for fundraising capacity. In this capacity Rich worked with hundreds of Volunteers over the 14 years to raise in excess of 300 million dollars for Human Service Programs in New England.
Rich was chosen to be President of The Cape and Islands United Way in 1998. In his time at The Cape and Islands United Way, the Locally Directed United Way has helped to raise issues and has raised over 11 million dollars for Human Service Programs on Cape Cod and The Islands.
Dave Caolo, Kaylow Media
Dave owns and operates Kaylow Media, providing Cape Cod's small business and groups with customized websites and social media marketing coaching. Dave has been working on the web since 2000 and living on Cape Cod since 1994, and is proud to serve this area's small businesses.
Kaylow Media's clients include Plimoth Plantation, 2020 Starts Now, The Dialog Australasia Network, and the official blog of Parenting Magazine. Dave is also the editor of The Unofficial Apple Weblog, which is ranked at number 33 among Technorati's Top 100 Blogs.
Additional information can be found at http://kaylowmedia.com or by calling (508) 246-8139.
John Conathan, II, Attorney-at-Law, P.C.
In his early career John was as a Trust Officer at a Boston bank. He has practiced law on Cape Cod since 1975, now in Yarmouthport, with a concentration in estate planning, trust and estate administration.
Mr. Conathan is a Georgetown University and Suffolk Law School. He is formerly a director and president of Cape Cod Foundation, member of Planned Giving Council and past president of the Estate Planning Council of Cape Cod.
Amanda Converse, Co-Founder, greenover
Amanda Converse was born and raised on Cape Cod, and attributes her passion and desire for work in the environmental field to growing up in this beautiful place.
Amanda received her BA in Environmental Studies from Union College, and her Masters in Environmental Policy from The George Washington University, and has held positions as an environmental consultant, and in various environmental nonprofits.
In July, 2008 Amanda and her partner Jitka Borowick created greenover, a green consulting company that helps individuals, businesses and organizations through the process of becoming more environmentally conscious. Since the launch of greenover, Amanda has worked with local hotels and chambers of commerce on various green projects.
Herbert P. Dane, President and Founder, The Dane Group
The Dane Group was founded by Herbert P. Dane in January 2000. Having worked both as a top-level staff development executive and as an independent consultant, Bert Dane has over 28 years of experience in capital campaign leadership, fund raising counsel and organizational development. He possesses an extensive background in fund raising, particularly in the direction of major capital campaigns.
As campaign director, Bert has successfully completed several multi-million dollar campaigns. He has provided strategic management of fund raising programs and has supervised large development staffs. Prior to becoming involved in philanthropic activities, Bert was vice president of commercial lending at Brookline Trust Company.
Bert currently serves as a trustee of the USS Constitution Museum, Charlestown.
The Dane Group is founded on the belief that the consulting relationship works best when consultants are equally comfortable as collaborators, leaders, coaches and guides. Consulting services are tailored to each client's organizational mission and specific needs. We look carefully at the strengths and challenges of an organization and listen thoughtfully to its leaders and constituents. With a total of over 40 years of combined experience as development professionals, trustees and consultants, we bring to our clients the advantage of objective, sensitive insight and a broad range of expertise.
Christopher J. Deluga, Vice President, Eastern Wealth Management
Chris Deluga is responsible for developing new business throughout Cape Cod and the Islands. Chris draws on seventeen years of experience in providing comprehensive wealth management solutions for individuals, families and private foundations.
Prior to joining Eastern in early 2009 Chris held a similar position with BNY Mellon Wealth Management and Bank of America the Private Bank. He also served as a financial advisor at Smith Barney and Prudential Securities.
Chris earned his Bachelors of Science Degree from Plymouth State University with a major in Business Management. He has held his NASD series 7, 65 and 63 securities licenses since 1992.
E. Peter Dubay, CFRE, Fund Raising Advisor
Since he began his fund-raising career in earnest in 1981, Peter has been instrumental in raising more than $70 million for several New England not-for-profit organizations including Cape Cod Hospital, Cape Cod YMCA, South Shore Hospital and Brockton Hospital. He is currently serving as a fund raising advisor for Cape Cod not-for-profit organizations.
Peter’s most recent assignment was as the director of development for Riverview School, an independent coeducational residential school that provides a caring community for adolescents and young adults with complex language, learning and cognitive disabilities. Riverview School, located on Route 6A in East Sandwich, recently completed a successful $9 million Capital Campaign to construct a new 20,000 square foot Student Center.
Peter has been a member of the New England Association of Healthcare Philanthropy (NEAHP) board of directors since 1995 and served as its President in 2005-07. He is a member of the Association of Fundraising Professionals (AFP), the National Committee on Planned Giving (NCPG) and the Cape Cod Planned Giving Council. He also serves on the Sandwich Chamber of Commerce board of directors.
Convinced that smaller not-for-profits hold the key to increased philanthropy, Peter has addressed dozens of groups on the finer points of fund-raising and philanthropy, and has helped found two regional planned giving councils in Massachusetts.
Peter has a B.A. from Eastern Connecticut State University and a M.Ed. from Springfield College. He is a Certified Fund Raising Executive (CFRE) and a lifetime Fellow in the Association of Healthcare Philanthropy (FAHP). He resides in East Sandwich, Massachusetts with his wife Carol who is the Director of Counseling and Advising at Cape Cod Community College.
Janette H. Emlen, Vice President, The Dane Group
Jan Emlen has been involved in education in various roles for 30 years. After years of classroom teaching and supervision of Boston student teachers, in 1980 she founded the Bay School in Blue Hill, Maine, an elementary school through grade eight. Her philosophical approach to education is imaginative and broad, promoting intellectual growth, artistic involvement, celebration of traditions, and character development.
As founding director, Jan created and provided leadership in all aspects of institutional development, including ongoing fund raising and capital campaign leadership.
Since her work as head of school, Jan has turned her attention towards helping other organizations realize their potential. Her greatest strengths lie in motivational leadership, strategic planning, and capital campaign planning and development. She has helped numerous organizations throughout New England in regards to mission and vision development, fund raising, and board development and training.
Since joining The Dane Group in 2003, Jan has guided clients in focused mission and vision development, optimal campaign management, comprehensive board training, and renewed public relations outreach, and she has conducted many strategic plans and feasibility studies. Jan currently serves as a lifetime trustee of the Bay School.
Carroll Beegan Follas, Senior Associate, Copley Raff, Inc.
A graduate of Regis College (AB) and Tufts University (MEd), Carroll Beegan Follas started her career in the field of education moving from teacher to counselor to college administrator. After 6 years as Director of Admissions at Regis College, Carroll started her own consulting company titled CBF Plus Associates working for 6 years on the East Coast with College Presidents on Marketing, Admissions, Staff Development, Financial Aid and Executive Searches. Her participation at College Board Conferences and her leadership in the Association of College Admissions Counselors gave her widespread recognition.
After returning to the home front for a few years she launched into a second career in the field of Development working first for Regis again and then on to North Shore Medical Center in Salem. “I thank Jim Kraus for bringing me on board, first for a year as Director of Special Events and then for the next four as Director of Development. He taught me everything I know.”
Being a person who was always looking for the next challenge, in 1999 an opportunity surfaced that could not be overlooked. Cape Cod Healthcare was initiating a new position, Major Gift Officer, and decided that Carroll was right for the job. Combining her creativity with her presentation and persuasive skills she enjoyed great success in this role, initiating over a 7 year period gifts that totaled $11,000,000 dollars. “I was in the right place at the right time and it was such fun!”
Since 2007 Carroll has been a Senior Associate Consultant with Copley Raff working at Hospice and Palliative Care of Cape Cod.
Elizabeth Gawron, President, Cape Cod Foundation
Elizabeth Gawron is the President of the Cape Cod Foundation, assuming those duties on December 1, 1999. She is a University of Massachusetts, Amherst, graduate and western Massachusetts native.
Before moving to Cape Cod, she served as executive director of the Arlington (VA) Community Foundation and assistant county manager in Arlington County, Virginia. She was active in the Washington Regional Association of Grantmakers and served on its Board of Directors. She also worked for the National Association of Counties and as a regional planner in South Carolina.
She served on the Board of Directors of the Associated Grant Makers (AGM) and as a director of the Planned Giving Council of Cape Cod where she is a past president. She also served as chair of the 2004 and 2005 Philanthropy Day on Cape Cod.
Nancy Hardaway, EdM, President and CEO, Gestalt International Study Institute (GISC)
Nancy Hardaway is the President and CEO of the Gestalt International Study Center (GISC), a nonprofit professional training organization offering programs in the U.S., Europe and South Africa.
In her career Nancy successfully founded two companies and a consulting practice, and was involved in the corporate world in the fields of financial services and real estate development. She helped to found the Cape and Islands Nonprofit Leadership Program and has written for many publications.
Nancy teaches Skills for Influential Leadership at GISC. She has a BA from Tufts University in Psychology and an EdM from Harvard University.
Laura Kurzrok, Executive Director, Eastern Bank Charitable Foundation
Laura B. Kurzrok is the Executive Director of the Eastern Bank Charitable Foundation, where she oversees the $50 million charitable arm of Eastern Bank, the largest full-service, mutually owned bank in New England.
The foundation supports more than 1,000 community organizations every year, including social service, housing, health care and support for families and children. Thus far in 2008, the foundation has donated more than $2.5 million to community groups around Massachusetts.
Laura joined Eastern Bank in 2001 after 12 years as a retail buyer in New York and Boston. She earned her bachelor’s degree from Vassar College in psychology and lives in Marblehead with her husband and two children.
Nancy Leanues, Executive Director of Gift Planning, Cape Cod Healthcare
A planned giving professional with over 25 years experience, Nancy Leanues is currently directing gift planning for Cape Cod Healthcare Foundation. Before her tenure with Cape Cod Healthcare Foundation began, she directed gift planning at Wheaton College in Norton, Massachusetts.
While her expertise is gift planning or planned giving, Nancy firmly believes that all fundraising efforts are important to any charity’s success in raising philanthropic dollars. Nancy also has experience with annual and major gift programs, and several capital campaigns.
George W. Malloy C.P.A., Malloy, Lynch, Bienvenue, LLP
George Malloy has 39 years of professional experience as a Certified Public Accountant. He is qualified as a witness on business valuation issues with the Barnstable County Probate Court and as a witness on business valuation issues with the Norfolk County Probate Court. He has a Master of Business Administration from Babson College and Bachelor of Science in Accounting from the University of New Hampshire.
Mr. Malloy is a member of the American Institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants and received the Massachusetts Society of Certified Public Accountants Public Service Award in 1989.
Vicki Marchant, Commercial and Industrial Energy Efficiency Program Analyst, Cape Light Compact
Cape Light Compact is a public energy services organization authorized by 21 towns on Cape Cod and Martha’s Vineyard to protect consumer interests, secure competitive electricity prices, offer green power options, and administer energy efficiency programs to local residents.
Vicki works directly with facility managers, architects, engineers, building committees and town officials to identify and implement cost-effective energy efficient measures in various commercial and municipal facilities, including hospitals, schools, office buildings and other energy-intensive sites such as municipal water treatment plants.
Vicki has over twenty–five years of energy industry experience including a background as an energy services supervisor at COM Electric and an energy efficiency program administrator and strategic account executive at NSTAR Electric.
Vicki has a B.S. in Management from U Mass, Dartmouth, an A.S. in Electronic Engineering Technology from Wentworth Institute of Technology and an MBA from the Bentley Graduate School of Business, where she was inducted into the Bentley chapter of Beta Gamma Sigma, the international honor society for business students. She is also a Certified Energy Manager in the Association of Energy Engineers and earned the Building Operators Certification, a program designed to broaden the knowledge of total building system operations.
Mary Beth McIntyre, Principal and Senior Strategist, Win-Win Giving
Mary Beth works with clients on implementing strategies to prepare for the increased complexity of enterprise-wide databases. Projects are focused on maximizing the value of their expanding database and helping bridge between different areas of the Development Team (Direct, Major Gifts, Planned Giving, Online, Events) to find shared objectives that will enhance donor relationships, quantify the value of new strategies and raise more money for the organization. Mary Beth served recently as a Senior Advisor in partnership with Target Analytics, Blackbaud and Target Software.
Mary Beth specializes in enterprise-wide fundraising, Major and Planned Giving strategic planning, mid-level giving programs, database marketing and chapter-based organization initiatives and provides consulting services in these areas. Mary Beth was Vice-President of Relationship Management and Strategic Planning with Target Analytics and Target Software companies from 2001 through 2005. She led many of the benchmarking efforts for non-profits in her work with Target. Mary Beth was a senior member and VP of Strategic Marketing for the Epsilon Fundraising Division for 15 years prior to that. She has worked closely with National Multiple Sclerosis Society, Special Olympics, American Cancer Society, Alzheimer’s Association, American Diabetes Association, March of Dimes, International Fund for Animal Welfare, Easter Seals, American Heart, and St. Jude Children’s Research Hospital.
Prior to joining Epsilon, Mary Beth was a Director with the Massachusetts Affiliate of the American Heart Association. During her tenure there Mary Beth was involved in directing special events, fund raising programs, professional education, and branch development.
Mary Beth has been an active speaker and volunteer for many Industry-wide programs. She has been on the Board for the DMA and their education committee and has served as Co-Chair of several DMA Non-Profit conferences. She is a member of AFP and WID locally. Mary Beth also currently serves as a Board member for the Central New England National MS Society and is a member of the Strategic Planning Committee. Locally she is a Deacon for her church and is on the Board of two school programs, “Understanding Our Differences” and is a Co-Chairperson for the Newton North Theatre Arts organization leading their fundraising efforts.
Mary Beth holds a B.A. from Colby College in Waterville, Maine. She lives with her husband and two children in Newton, Massachusetts.
Bobbi Mersereau, Event Consultant
As a Special Event Consultant & Concierge Services Specialist, Bobbi Mersereau provides unique and highly tailored Special Event and Concierge Services, assisting businesses and individuals with specialized guidance. Professional experience and sophisticated creative energy are brought together, offering management, leadership and strategies to special events and personal matters.
Bobbi’s professional positions include: Fireman’s Fund Insurance Company, Eastern Seaboard Fidelity & Surety Claims Director; St. Elizabeth’s Medical Center, Director of Hospitality Services and Tele-Communications ; Cape Cod Healthcare, Dir. of Donor Relations & Special Events, Falmouth Hosp. & the VNA
Bobbi has volunteered with: Epilepsy Foundation of MA & RI – Past VP, Board of Directors Member, Gala Chair; Mashpee Chamber of Commerce – Past Board of Directors Member, Scallop Fest Committee; Canal Chamber of Commerce – Past Board of Directors Member and the Falmouth Chamber of Commerce – Past Ambassador’s Committee, Present Golf Committee. She is a recipient of the Volunteer of the Year Nationally from the Epilepsy Foundation of America.
Larry G. Raff, President, Copley Raff, Inc.
Larry brings more than 26 years of accomplished leadership and entrepreneurial contributions to organizations in healthcare, higher education, research, and human services. His breadth of experience as executive director and chief development officer of established and start-up organizations, enables him to address organizational challenges from many perspectives, and to interact constructively with senior executives and leadership volunteers. The scope of organizations and issues for which Larry has provided leadership serve regional, national and international constituencies. In all cases, he served as a member of the senior executive team, and interfaced extensively with organizational management, external relations, and development matters.
Larry's healthcare credentials are extensive and include President and CEO of the Emanuel Medical Center Foundation, Oregon's largest tertiary care and pediatric hospital. He directed the Juvenile Diabetes Research Foundation's $200 million "The Only Remedy is a Cure" campaign for the northeastern US and is the founding past president of the Autoimmune Disease Research Foundation. Larry's consulting clients include two of New England's largest multi-hospital systems, academic medical centers and many community hospitals; often involving interim vice president services, campaigns and major gift program development. In addition to providing development counsel to many higher education, cultural and human service organizations, Larry provided leadership in the creation of the nation's first statewide food banking system, Oregon Food Bank, leaving his tenure there as acting executive director; and served as Vice President for Development and External Affairs for Morgan Memorial Goodwill Industries.
Larry is a regular and sought after presenter at regional and national professional development conferences, including AHP, AFP, CASE and private sector initiatives including the Merrill Lynch Global Philanthropic Consulting Group Congress, and Citizens Bank Non-Profit Advisors Seminars. He has served on the boards of numerous community and professional organizations and is currently serving as the President of the Friday Forum, a thought-leadership organization of senior development officers in Boston, and as the past President and trustee of the Autoimmune Disease Research Foundation. Larry earned his Masters of Public Health degree in clinical nutrition from the University of California, at Berkeley.
Rosemarie Resnik, Director of Education and Senior Consultant, Development Solutions of New England
A development professional with over 25 years experience in the non-profit sector, Rosemarie Resnik has worked in various positions for world - renowned academic institutions, international non-profits and regional organizations. With an extensive background in major and planned giving, annual funds, capital campaigns, and donor advancement and stewardship, Rosemarie has been instrumental in raising millions of dollars from local, national and international sources.
Ms. Resnik has been recognized by colleagues and past employers for her outstanding leadership, innovative strategic planning, and sound fiscal and operational management. Before joining Development Solutions of New England as Senior Consultant and Director of Education, Rosemarie served as Director of Resource Development at the International Fund for Animal Welfare (IFAW). She began her career at Harvard University and then served as Director of Alumni Activities and Geographic Programs at the Massachusetts Institute of Technology.
Rosemarie is active in the professional and local community, having served on several committees for Case District Conferences and the Association of Fundraising Executives. She is a member of Women in Development, the Association of Fundraising Professionals, the National Committee on Planned Giving, the Planned Giving Council of Cape Cod and is a member of the planning committee for Cape Cod’s annual Philanthropy Day. Prior to moving to Cape Cod in 2003, Rosemarie served on the Board of the Junior League of Boston and in numerous other leadership and community positions.
Erica Waasdorp, Founder and President, A Direct Solution
Erica has 25 years of experience in direct marketing, from both sides of the desk, on the client side and the agency side. Her focus is on strategy, execution and evaluation of direct mail programs for annual giving, acquisition and donor retention as well as monthly giving.
Erica was Vice President Fundraising at DMW, a direct response fundraising agency in Plymouth, dealing with national and international clients of different focus and size. On the client side, she was with the International Fund for Animal Welfare (IFAW) as Marketing Manager of Planned/Committed Giving.
Erica is the interim CEO for the Dutch, French sister organizations of World Emergency Relief, involved with the Boy Scouts, DMFA, Planned Giving Council of Cape Cod, DMA Non-Profit Federation, AFP, Bridge Conference in Washington DC July 2009, Philanthropy Day 2009, Co-Chair for Philanthropy Day on Cape Cod 2007, 2008 and co-chair of the 2007 DMA Nonprofit Federation Conference in Washington DC.
David Willard, Vice President, Director of Community Relations, Cape Cod Five Cents Savings Bank
David Willard is the Vice President and Community Relations Officer of the Cape Cod Five Cents Savings Bank, where he has worked for 42 years.
David Willard is currently in his third year as President of Outer Cape Health Services and 4th year as President of the Community Action Committee of Cape Cod and the Islands. He is Chair of the Cape Cod Economic Development Council, President of the Highlands Center, Inc. and on the Executive Committee of the Arts Foundation of Cape Cod. He is also on the board of the Cape Cod Chamber of Commerce, WE CAN, Harwich Junior Theatre and Wellfleet Harbor Actors Theatre, and is a recent addition to the Cape Cod Center for the Arts Board.
David has always been a big believer in collaborations, an effort which the Cape Cod Five has always supported. Fifteen years ago the Bank supported the creation of the Cape Cod Theatre Coalition, which is now enjoying its 15th season with a record sixteen theatres repaying the benefits of working together in a collaborative manner.
Christopher Wilson, Community Strategist
Christopher Wilson helps people to develop digital content strategies that are aligned with their community and business goals.
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