September 11th, 2014
Cottey College: Haidee & Allen Wild Center for the Arts
Aimee Meyer firstname.lastname@example.org 417.667.4721
Watch KSN Coverage below:
The speaker presentations are now available:
- Brian Fogle Transfer of Wealth
- Commerce Trust Investment Policy
- David Hall Planned Giving
- Diane Marty Brand Insight
- Diane Marty Development Plans
- Diane Marty Empower Board
- Jeff Schreifels Culture of Philanthropy
- Jessica Hunt Grant Writing
Senior Partner, Veritus Group
Jeff Schreifels has over 27 years of experience in non-profit fundraising. The first 8 years of his career Jeff worked on the non-profit side working for two organizations as Development Director. In 1996, Jeff joined the Domain Group based in Seattle. There, as Senior strategist, Jeff lead a team that executed strategic plans and direct-response marketing for clients such as, Feeding America, Arthritis Foundation, American Cancer Society and the Salvation Army; among many others. Jeff and his team helped raise over $200MM dollars for their clients over 12 years.
In 2009, Jeff joined Richard Perry, one of the former owners of Domain Group to form Veritus Group. Veritus Group is a major gift consulting agency that has taken the discipline of direct-response and applied it to major gifts. This is a unique approach to major gift fundraising. Veritus helps non-profits all over the United States and the U.K by helping create, develop and manage mid and major gift programs. As senior partner, Jeff is responsible for client strategy, sales and marketing. Jeff is also the co-author of a popular fundraising blog, which focuses on major gifts called “Passionate Giving” along with Richard Perry.
Jeff is the proud father of two college-aged children who are the joy of his life. Jeff is passionate about life, philanthropy, relationships, and the Philadelphia Eagles!
President/CEO Community Foundation of the Ozarks
Brian Fogle is President at Community Foundation of the Ozarks. Prior to joining CFO, he spent 30 years in banking in Springfield. Brian’s hometown is Aurora, MO, where he is a graduate of Aurora High School. He has his B.B.A. and M.B.A. in banking and finance from the University of Mississippi. He is also a graduate of the Graduate School of Banking of the South at L.S.U.
Brian is married to Renee Arnaud formerly of Monett, and they have 3 children, Andrew, Betsy, and Ellen. Brian has been active in numerous civic and non-profit groups. He currently chairs the Good Community Committee and is on the board of the Springfield Area Chamber of Commerce, the Every Child Promise, Mercy Health Systems-Springfield, the Urban Districts Alliance, and Springfield Business Development Corporation. He was awarded the O Franklin Kenworthy Leadership Award in 1990, the National Community Leadership Award in 1993, and the Springfieldian Award in 2010, and received an honorary doctorate of humane letters from Drury University in December, 2011. He was appointed by Governor Nixon to the Coordinating Board for Higher Education in 2012. His motto in life is “Often wrong, seldom in doubt”.
Divisional Planned Giving Director, Salvation Army
David C. Hall serves as Divisional Planned Giving Director for The Salvation Army. He is responsible for their planned giving operations throughout the states of Arkansas and Oklahoma. He has been in the philanthropy business for quite a while now; longer than most, but not so long as some. During 25 years as a fundraiser, he has learned some things that work. David has a proven record demonstrating his ability to build, strengthen and lead successful planned giving programs.
After serving many years as a Chief Development Officer, David decided to specialize in planned giving. Since then, he has directed planned giving programs for a number of larger organizations including The Salvation Army, the American Humane Association; the University of Arkansas in Fayetteville. David presently leads The Salvation Army’s planned giving operations in the states of Arkansas and Oklahoma.
In his life before fundraising, David was an officer in the U.S. Air Force, flying reconnaissance missions in Alaska. After military service he was self-employed in the oil and gas business for years, before becoming a sales and marketing representative for a large national computer company.
When he isn’t busy promoting philanthropy, you might find David on a canoe trip in the Canadian wilderness or encouraging one of his grandchildren to take him fishing.
Diane Marty, MALS, CFRE
Founder and Principal, Faire Consulting LLC
After 18 years of nonprofit experience working with colleagues, donors and volunteers at higher education and research institutions; arts organizations; social service and youth development agencies; and with the United Way, Diane formed her consultancy in the summer of 2011.
Faire Consulting offers development strategy and implementation services with special expertise in highly-tailored cultivation and stewardship techniques and accelerant growth campaigns (start-up operations, capital campaigns, portfolio diversification and short-term revenue generation). Since its inception, Faire and its partners have provided revenue growth and strategy assistance to corporate and nonprofit clients while also providing contracted trainings to volunteers and professionals throughout the United States and around the world (Africa, India and Mexico).
Diane is a proud member of the Association of Fundraising Professionals (AFP), an adjunct professor at Rockhurst University and co-founder of the University’s fundraising concentration program. In Spring 2010 she was the Adjunct Faculty Member of the Year and in May 2014 received, along with the head of the Nonprofit Leadership Studies Division, the Excellence in Outcomes Assessment Award from Rockhurst University.
Originally from Hinsdale, Illinois, Diane holds a BA from Grinnell College, a master’s degree from Dartmouth College and has been an accredited Certified Fund Raising Executive (CFRE) since 2004. When not in a hockey rink or on a soccer sideline, she resides in Leawood, KS with her husband and two active teenage boys.
Matthew J. Schmitt, CFA
Vice President, Director of Equity Strategy, Commerce Trust Company
Matt is director of equity strategy and portfolio manager for The Commerce Trust Company. In addition to his other responsibilities, Matt chairs the Equity Strategy Committee, is a full-time member of the Investment Policy Committee and serves as lead portfolio manager for the Commerce Value Fund. Prior to joining Commerce in 2002, he worked as a portfolio manager, an investment specialist and a financial analyst for Wells Fargo. He completed his undergraduate work in 1994 at Drake University and received a Bachelor of Science degree in business administration and business management. Matt holds the Chartered Financial Analyst ® designation and is a member of both the Kansas City Society of Financial Analysts and the CFA Institute.
Barbara S. Turley, CFA
Senior Vice President and Director of Investment Research, Commerce Trust Company
Barbara oversees the quantitative and manager research functions of The Commerce Trust Company. These groups provide research for asset allocation, manager selection, and performance measurement for institutional and private clients. Barbara was previously employed at Bank of America and predecessor organizations, where she was most recently vice president and head of the health care equity research group. She has more than 20 years of experience in the investment industry in various capacities. Barbara has extensive experience teaching corporate finance and investments at University of Missouri. She also has been interviewed by various financial print and broadcast media. Barbara holds the Chartered Financial Analyst designation and has an MBA from Washington University.