Moderator:

 Emily Davis, MNM
President of EDA Consulting LLC and Board Chair YNPN San Diego

Panelists:

Renee Herrell, MA, CFRE
Consultant
RCH Consulting

Charlene Seidle or Gail Littman
Vice President of Philanthropy
Jewish Community Foundation of San Diego

Adam Svet
Director of Strategic Planning & Business Development
The Eastridge Group

Description:

Savvy leaders understand that successful and sustained philanthropy is not just an issue for today. In order to ensure evolving issues and challenges are addressed for the long-term, it is critical that nonprofits engage tomorrow’s philanthropists now, connecting with them to build understanding of the needs of the sector and creating strategies to build long-term support.

The Next Gen Philanthropy luncheon will bring you up to date on the research, trends and tools regarding this next generation of philanthropists, and how to engage them now for philanthropic support into the future. Learn about the unique needs and communication styles of those who have not yet reached 40, some of which will require new thinking and innovative approaches in your fundraising work. When you reach this generation now, you build an investment for San Diego that will last well past our lifetimes.

Bios and Contact Information:

Emily Davis, MNM
President of EDA Consulting LLC and Board Chair of YNPN San Diego
edaconsulting@gmail.com

Emily has served as a staff member, advisor, board members, and consultant to numerous nonprofit organizations for the past 15 years and has a Masters in Nonprofit Management from Regis University.  Emily is currently the President of EDA Consulting, LLC consulting and training nonprofit organizations in the areas of communications, social media, board development, volunteer development, and multigenerational issues.  She also serves as an adjunct professor in the Fundraising Certificate program at UCSD Extension, a Board Member for AFP San Diego, Founding Member of Women Give San Diego, and a Cultivation Committee member at Shakti Rising. In March 2008 Emily launched, and now serves as the Advisory Board Chair for, the Young Nonprofit Professionals Network San Diego, a membership organization that promotes an efficient, viable, and inclusive nonprofit sector that supports the growth, learning, and development of young professionals.

Renee Herrell, MA, CFRE
Consultant, RCH Consulting
renee@reneeherrell.com

Renee Herrell, CFRE, M.A. has been a consultant for the past five years and a development professional four years previous focusing on major gift and capital campaigns, individual donors, annual fund and board development. Her past and present clients include Boys and Girls Clubs, Junior Achievement, The ARC of San Diego, Chula Vista Nature Center, and Behavioral Diabetes Institute.  As a Fundraising Consultant, Renee has created and implemented fundraising plans to increase annual fundraising as well as major gift and capital campaigns that have resulted in millions of dollars raised for nonprofits.  Working one-on-one with Executive Directors, Director of Developments and Board members, she has developed individual strategy and approaches for donors, resulting in successful cultivation, solicitation and stewardship. As an instructor at UCSD Extension, Ms. Herrell teaches in the fundraising and development program.  Renee currently serves as on the University of San Diego School of Leadership Alumni Council and the San Diego Women Film Foundation Board. She earned a Masters in nonprofit leadership and management from the University of San Diego and a Certificate in Fundraising and Development from University of California, San Diego. She is a member of the Association of Fundraising Professionals.

Charlene Seidle
VP of Philanthropy, Jewish Community Foundation of San Diego
Charlene@jcfsandiego.org

As vice president, philanthropy, Charlene works with families to match their charitable interests with community needs. She also helps build strong partnerships with organizations in the community, across the United States and in Israel to further their charitable programs. Charlene oversees the Foundation's grant-making programs and directs the Jewish Women's Foundation and Philanthropy Connections. Charlene plays a key role in community planning and oversight through her positions on various committees.

Charlene also manages the Foundation's relationship with the Leichtag Family Foundation, a private foundation staffed by the Jewish Community Foundation.

Charlene has worked at the Foundation since 1997 when she joined as an intern. Over the years, she has held increasingly responsible positions including serving as director of donor services and associate director. She earned her bachelor’s in political science from University of California, San Diego.

Adam Svet
Director of Strategic Planning & Business Development, The Eastridge Group
asvet@eastridge.com

Adam Svet is the Director of Strategic Planning and Chief Administrative Officer for The Eastridge Group of Staffing Companies, as well as its parent, subsidiary, and brother/sister companies.  He is responsible for the management of transaction and litigation matters, select senior level recruitment, mergers and acquisitions activity, and targeted business development.

A native of California, Adam graduated with honors from the University of San Diego with a Bachelors Degree in Philosophy.  He then went on to become a Merit Scholar at the University of Southern California Gould School of Law. Outside of the office, he is interested and active in local and state politics, the San Diego Regional Chamber of Commerce, The Scripps Research Institute, and SDSU’s Entrepreneurial Management Center.

Presenters:

Emily Davis, MNM
President of EDA Consulting LLC and Board Chair of YNPN San Diego

Sherri Petro
President of VPI Strategies and Founding Partner in Workplace Evolution

Workshop Description:

We stand at an unprecedented time in the workplace. Four different generations, each with its own set of needs and communication styles, now work together professionally for the collective good of their organizations. While these various perspectives bring fresh energy to our work, they can also create challenges in communicating and working together effectively to meet the bottom line.

This workshop will explore the motivations, expectations and values of every generation, and create understanding of how best to emphasize the strengths of each for maximum effectiveness. Find new strategies that won’t just avoid the pitfalls of multi-generational work, but will embrace generational differences, utilizing the nuances of each staff and volunteer member for enhanced results.

Join Emily Davis, MNM from EDA Consulting, LLC and YNPN San Diego and Sherri Petro from VPI Strategies for this innovative conversation, and find a new path to organizational excellence.

Learning objectives include:

Define the generational mix with Traditionalists, Baby Boomers, Gen X, and Gen Y and, its impact on the workplace;

Explore the challenges related to leadership “gaps” and diverse work styles facing the sector;

Share best practices to increase generational cooperation, create better communication, develop REAL-ationships, and successfully sell to your target audience.

Bios and Contact Information:

Emily Davis, MNM
President of EDA Consulting LLC and Board Chair of YNPN San Diego
edaconsulting@gmail.com

Emily has served as a staff member, advisor, board member, and consultant to numerous nonprofit organizations for the past 15 years and has a Masters in Nonprofit Management from Regis University.  Emily is currently the President of EDA Consulting, LLC, consulting and training nonprofit organizations in the areas of communications, social media, board development, volunteer development, and multigenerational issues.  She also serves as an adjunct professor in the Fundraising Certificate program at UCSD Extension, a Board Member for AFP San Diego, Founding Member of Women Give San Diego, and a Cultivation Committee member at Shakti Rising. In March 2008 Emily launched, and now serves as the Advisory Board Chair for, the Young Nonprofit Professionals Network San Diego, a membership organization that promotes an efficient, viable, and inclusive nonprofit sector that supports the growth, learning, and development of young professionals.

Sherri Petro
President of VPI Strategies and Founding Partner in Workplace Evolution
sherri@vpistrategies.com

Sherri is the President of VPI Strategies, a strengths-based management consulting firm, where she focuses on creating positive work environments through leadership, strategy, coaching and training. She is an expert in increasing cross generational communication and has worked with nonprofits, for-profits and government.  Sherri has published over eighty articles in which she simplifies complex concepts for busy professionals.  She regularly distills her expertise as an executive coach, one-on-one with executive directors, business owners and CEOs.  Sherri’s work history includes becoming the Vice President of Operations at age 26, the youngest person at that employer to earn the position.

Her diverse professional background includes customer service, operations, administration, sales, marketing and strategic planning.  Sherri has acquired the cross-departmental expertise to see client challenges from a number of angles. She has also been in leadership positions or served on seven nonprofits boards and has been consulting with Non Profit Management Solutions for seven years.

Sherri earned a Master in Business Administration degree with an emphasis on Strategic Planning from Pepperdine University. She graduated with a Bachelor of Arts degree in Psychology from Youngstown State University, summa cum laude. She is also a graduate of LEAD San Diego.