Seminar Schedule (subject to change)

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1 Tuesday, October 21, 2014 Trilogy Orlando 100 Acorn Avenue, Groveland, FL The goal of the inaugural Philanthropy Day for Lake County is to offer educational seminars that help to improve and build Non-Profit Organization s capacity through innovation, collaboration, and measurable outcomes of success. Seminar Schedule (subject to change) 9:00 to 9:30 am Registration CEO/Executive Director Track Leadership and Social Entrepreneurship Development Director Track Capacity Building 9:30 to 10:30 am Session I Developing a New, Nimble Strategic Plan High Net Worth Philanthropy Study Royce Gomez Social Entrepreneurship, Business Development, Innovation & Leadership B. Thomas Lawson, Jr., CAP Sr. Vice President US Trust Wealth Management 10:45 to 11:45 am Session II Social Entrepreneurship Data Collection for Strategic Fund Raising Renaut Van Der Reit CEO Axum Coffee Todd Ruopp President Unleashing Performance, Inc. 12:00 to 1:30 pm Lunch Special Guest Speaker Congressman Daniel Webster

2 1:45 to 2:45 pm Session III Social Innovation Communicating Success through Measureable Outcomes Stephanie Krick, PhD Director of Nonprofit Leadership University of Central Florida Vanessa Lopez-Littleton, PhD Internship Programs Director University of Central Florida 3:00 to 4:00 pm Session IV Assessment of Strengths and Weaknesses of Strategic Planning to Increase Funding Your NPO Sources Gary Cain, MBA CEO Boys & Girls Clubs of Central Florida Susan Kelley, MPA 4:15 to 5:15 pm Cocktail Hour 5:30 to 6:45 pm Awards Dinner Keynote Speaker Pat Burke, Former NBA Player & currently CEO of Hoops Life Objectives for Philanthropy Day The Community Foundation of South Lake seeks to be the expert in philanthropy by providing programs that enhance the efficiency and sustainability of nonprofits, grant making that fosters innovative thinking, and addressing key community initiatives with proactive and collaborative solutions. The objectives for Philanthropy Day are to: Provide educational seminars by innovative experts in their field of expertise that challenge the status quo thinking and encourages dynamic changes that ultimately help to improve the services and programs that NPO s offer the residents of Lake County. Promote innovative operational practices like Social Entrepreneurship to facilitate financial streams to increase the stability of NPO s. Convey Best practices for annual plans for fundraising, grant writing principles, organizational development, effective means for evaluation & measurements of success for programs.

3 Inspire and motivate a deeper level of dialogue that encourages cooperation, collaboration and alliances between NPO s. Identify and inform proposed legislative changes that may negatively impact efforts to increase donations and fundraising efforts. Speaker Bios: B. Thomas Lawson, Jr., CAP Senior Vice President Philanthropic Sales Specialist U.S. Trust, Bank of America Wealth Management Institutional Investments & Philanthropic Solutions Royce Gomez, Social Entrepreneurship, Business Development, Community Relations, Innovation & Leadership Royce has been in the nonprofit sector since 1992 as a volunteer helping with development including special events. By 2001, she led a small nonprofit organization and quadrupled its membership in a short period. Royce was also responsible for the program development. By 2006 Royce was introduced to social enterprise as a business model. She founded an organization that was run using the social enterprise model until she relocated to Florida. Royce has since worked with several nonprofit organizations consulting them on fundraising, developing social enterprise business plans, securing volunteers through community outreach, and planning special events. Todd Ruopp-Unleashing Performance Todd is the co-founder and president of Unleashing Performance Inc. (UPI), an Orlando-based organizational development consultancy. Unleashing Performance Inc. s purpose is to help associates from nonprofit, public and private sector organizations perform at a consistently high level so they are able to raise more money, serve more people and, ultimately, produce more impact. Todd is an excellent facilitator and coach who promotes understanding, consensus and integrated teamwork because he knows that it is the only way for a person, team, department or organization to achieve consistently high performance. He excels at helping associates uncover core competencies and build solid foundations for growth and long-term sustainability. Todd holds a Bachelor of Arts in Advertising from Drake University s School of Journalism and Mass Communication and a certificate in proposal writing from the Rollins College Philanthropy and Nonprofit Leadership Center. He is also a member of the Rotary Club of Winter Park, Rollins College Philanthropy and Nonprofit Leadership Center and the Winter Park Chamber of Commerce. He resides in Winter Park with his husband, Bruce L. Hunter II, where they enjoy shopping the farmer s market, riding bike trails and going to the beach.

4 Renaut Van Der Reit Renaut's most important role is as husband to his wife, Brooke, and as father to his 8 children, 4 of whom are adopted from Ethiopia. Renaut has been in full time ministry for the past 18 years. He is the Lead Pastor of Mosaic Church in Oakland, Florida, which he and his wife planted 11 years ago. Mosaic has grown from less than 20 people at its first gathering 11 years ago to over 1800 attending today. Mosaic launched its second campus in 2012 meeting the unique needs of Disney cast members and it s third campus in Winter Garden, FL in Mosaic is highly involved in meeting the holistic needs of the local community through a variety of efforts and partnerships. Mosaic has partnerships in Ethiopia, Kenya, South Africa, Brazil, and Italy, engaging both in church planting, as well as justice and mercy projects. In addition to leading Mosaic, Renaut and Brooke are the founders and owners of Axum Coffee, a specialty coffee shop that gives 100% of its profits away towards social justice issues around the globe. Renaut is passionate about developing leaders and equipping pastors around the city of Orlando and the world to become agents of change. Vanessa Lopez-Littleton, Ph.D., Lecturer, Internship Programs Director UCF Public Administration Dr. Lopez-Littleton has a diverse background in public administration, healthcare, and public affairs, she bring expertise to the classroom when introducing students to the policy process, public policy-making, administrative theory, survey research, and policy analysis. In addition, she provides comprehensive instruction in writing in the public sector as well as provide leadership and direction for the undergraduate, graduate, and nonprofit certification internship programs. Stephanie Krick, Ph.D., Instructor, Nonprofit Management Programs Coordinator, Director of Nonprofit Leadership Alliance Dr. Stephanie Krick was recently named the Director for the Nonprofit Management Graduate and Undergraduate programs at the University of Central Florida. Since 2006, she has served as Campus Director of the Nonprofit Leadership Alliance at UCF where she also teaches courses in fundraising, basic nonprofit management, volunteer management, and strategic planning. She serves as the faculty advisor to both the Nonprofit Management Student Association and the Collegiate Chapter of the Association of Fundraising Professionals. She also serves as the School of Public Administration s Service Learning Coordinator. Her areas of interest include nonprofit management and leadership, volunteer management, and program evaluation. Outside of UCF, Dr. Krick is the Vice-Chair of the Association of Nonprofit Educators and is on the editorial board for the Journal of Nonprofit Education and Leadership.

5 Susan Kelley MPA Susan Kelley serves as a consultant and speaker on strategic planning, resource development, and grants management for colleges and non-profit organizations nationally. She retired in July 2011 as Vice President for Institutional Advancement at Valencia College in Orlando, Florida, which enrolls over 65,000 students annually. Susan served for many years on the Board of the Foundation for Orange County Public Schools, and led the strategic planning process for that organization. She received the Lifetime Achievement Award from the Council for Resource Development, an affiliate of the American Association of Community Colleges, recognizing her service to community college resource development nationally. She remains actively engaged with that organization as well as with the Society for College and University Planning, serving on the fund raising committees. She also serves on the Visiting Committee for the Center for Women's Studies at West Virginia University. Gary Cain, MBA, CEO Boys & Girls Club of Central FL As a proud Boys & Girls Clubs alumnus and president & chief executive officer of Boys & Girls Clubs of Central Florida for over 20 years, Gary Cain knows the benefits of a Club firsthand. Gary s involvement with Boys & Girls Clubs began at his childhood Club in Panama City, Florida. His time there diverted him from the negative activities impoverished youth are so often susceptible to and motivated him to achieve more than what he was presented with in life. Gary holds a Bachelor of Science from Tusculum College and a Master of Business Administration from Rollins College. He began his Boys & Girls Club professional career in Bristol, Virginia, where he served as a program director. Before moving to Orlando, Gary served as the assistant regional director of Boys & Girls Clubs of America s Pacific Region. Gary is frequently asked to speak at conferences, and is often asked by Boys & Girls Clubs of America to provide consultative services to local clubs. Gary s leadership to Boys & Girls Clubs of Central Florida has yielded growth in the number of branches operating, the numbers of children served, significant growth in quality of programs and major capital improvements. Gary was named as one of Orlando Magazine s most powerful in 2011 and Gary and his wife Louise are proud parents to two adult children of their own, yet Gary also considers the 13,000 children served by Boys & Girls Clubs of Central Florida to be members of his family. Pat Burke, HOOPS Life For over a decade Pat Burke played basketball all over the world. His 12 year professional career allowed him to experience the NBA and overseas with great success. Pat's career provided an opportunity to work alongside some of the best players and coaches throughout the world and share in overcoming challenge each season. Today, Pat Burke has taken on a new challenge that involves youth and communities. Pat developed a program that provides life skill understanding and the application for children through the sport of basketball. The HOOPS Life program is not only an opportunity for children to challenge and understand themselves, but apply how they can impact others positively. The program has provided assistance and support for youth as they work to become their best.

6 Pat Burke is a resident of Mount Dora Florida and works in the area with his staff on making impact in the lives around him. *Sponsorship packages are available, if interested Kathy **All attendees will be provided with beverages throughout the day, along with lunch and dinner, at no charge.

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