04. September 2019 - 11:00 till 13:00
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Ask an Expert Fall Series | 5049 E Broadway Blvd | Wednesday, 04. September 2019

September 4, 2019
Laura Alexander and Jenny Carrillo: “Creating Great Retreats”
Laura Alexander, MA, CFRE and Jenny Carrillo, MA, CFRE, are passionate about all things that help nonprofits and the people who run them “Do Good. Better.”  With over 50 years of experience in the sector between them, Laura and Jenny are a dynamic duo that has helped over 250 nonprofit organizations throughout Arizona better meet their missions.  They have each earned a Masters degree in Philanthropy & Development, the Certified Fund Raising Executive (CFRE) credential, the BoardSource™ designation as Certified Governance Trainer and have each been recognized by their peers as Southern Arizona’s Outstanding Fundraising Professional.  In 2019, Alexander|Carrillo was a finalist for the Better Business Bureau of Southern Arizona’s Torch Award for Ethics. Laura and Jenny love meeting and learning from people who are committed to making our communities better for everyone.  For more information about them and their firm, Alexander | Carrillo Consulting, visit:
 
September 18, 2019
Patti Caldwell: “So You Think You Want to be a CEO?”
Patti Caldwell, MSW, is a successful, well respected community leader in Tucson. Over the past 30 years she has served in senior leadership and executive positions in not for profit organizations, including nearly half of that time as the CEO of 4 different organizations: Planned Parenthood of Southern Arizona, New Beginnings for Women & Children, Our Family Services and Tucson Audubon Society. During her career, in her positions as CEO, she facilitated two successful nonprofit mergers. Currently she is serving as Interim Chief Executive Officer at Handi-Dogs.
In 2016, Patti retired from full time work and now works as an organizational development consultant and facilitator, and occasional interim CEO.  She volunteers as an advisory board member for the University of Arizona Eller Social Innovation program and co-teaches a workshop on “How to create and improve a great place to work.” She is passionate about equity issues and has served in various leadership positions with Arizona Women’s Political Caucus/Tucson.

October 2, 2019
Tamara McKinney: “Digital Marketing 101”
A Tucson native and University of Arizona graduate, Tamara has over 15 years of experience in marketing and communications, resource development, public relations, and outcome evaluation.  She is currently Director of Marketing and Communications for the Community Foundation for Southern Arizona.  Previously, Tamara served as Executive Director for Mobile Meals of Southern Arizona, Program Director for Reading Seed Children’s Literacy Program, and co-chaired the Tucson Festival of Books’ Marketing Committee.  She is the proud mother of two highly independent and intelligent young women and a passionate advocate for literacy, animal welfare, and native gardening.  She believes strongly in the value of content and relationship marketing and completed her MBA at the University of Illinois with a focus in digital marketing and strategic entrepreneurship.


October 16, 2019
Jennifer Tersigni: “Succession Planning and When an Interim ED is a Good Idea”
Jennifer Tersigni, MA, CFRE is the principal and lead consultant at Raise the Bar Consulting, specializing in comprehensive fundraising, organizational development and interim executive solutions. The proud holder of an unanticipated 20-year fundraising career, Jennifer has helped 72 clients reach their goals, served as an interim executive four times, and raised more than $75 million. Jennifer enjoys collaborating with leaders to transform organizations, develop new initiatives, build sustainable funding, and make a meaningful impact in the world.
She has worked with many types of organizations, including arts, education, disaster relief, human services, youth service, elder service, international organizations, justice and law enforcement, animal rights, faith-based organizations, LGBT initiatives, and environmental causes, as well as with entrepreneurs, small businesses and government agencies. Jennifer has assisted organizations at all phases of their life cycles, and supported start-ups, mergers, acquisitions and closures in partnership with Boards of Directors.
With a focus on innovative strategy, organizational readiness, donor cultivation and relationship building, Jennifer assists clients in building the kinds of donor relationships that last long after their campaigns come to an end. Jennifer’s introduction to fundraising began in the Office of the Social Secretary at The White House, where she implemented political and social events for the President and First Lady of the United States.
A recipient of Tucson’s 40 Under 40 and a Rotary International GSE alumnus, Jennifer is a member of the Association of Fundraising Professionals and is a Certified Fund Raising Executive (CFRE). She holds a bachelor’s degree from Indiana University of Pennsylvania, a master’s degree from the University of Arizona, and Yoga Instructor & Yoga Therapy Certifications from the Paraman and Yoga Institute & Ashram in Indore, India. Jennifer has lived and traveled in thirty-five countries on four continents to-date, brings cross-cultural experience to her work, and always looks forward to life’s next great adventure.
 
October 30, 2019
Evelyn Kleinhans: “Tax Reform, Tax Burdens and Benefits of Legacy Giving”
Evelyn Kleinhans, CPA joined CliftonLarsonAllen, LLP in November 2015 as a principal. Her primary focus is on federal income taxation of partnerships, trusts, estates, limited liability companies and individuals, with an emphasis on planning for complex real estate transactions. She has been published in Taxation for Accountants and Taxation for Lawyers, and has instructed graduate tax courses at the University of Arizona. She also conducts seminars for various professional groups. She is licensed to practice as a Certified Public Accountant in Arizona and is involved in the following professional affiliations: Southern Arizona Estate Planning Council, the Tucson Tax Study Group, the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Evelyn is a member of the finance committee for Echoing Hope Ranch, and a member of the professional advisory committee for the Community Foundation of Southern Arizona.