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September Chapter Meeting & Luncheon
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Monday, September 12, 2016
11:30am - 1:00pm
The Fort Worth Club
12th Floor
306 West Seventh Street
Fort Worth, TX 76102
Program Title:
Come Together on the Numbers: Where the Front and Back Offices Meet
Amy Michie, CPA, does a back-and-forth with one of her fundraising clients to talk about where the roads meet and diverge between the front and back office. Get some pointers to make sure your organization's 990 is a good marketing tool and provide quick tips on gift acceptance policies - areas development and accounting must share.
Presenter By:
Amy Michie, CPA
Amy is a Partner in the firm of Sutton Frost Cary LLP. She has 18 years of experience in public accounting, and is the firm's designated not-for-profit Partner. She has extensive experience in all phases of the audit process and is especially active in the not-for-profit sector. In addition to financial and compliance audits, her experience includes preparation and review of Form 990 filings and tax research and consulting for exempt entities. She is responsible for advising clients on accounting policies and technical issues and facilitating year round client communications. Her industry experience also includes governmental entities, healthcare, construction, information technology and employee benefit plans.
Amy is a member of the American Institute of CPA's, Texas Society of CPA's and the Dallas Chapter of CPA's. She is the Treasurer of North Texas Higher Educational Authority, Inc. and is a Finance Committee member for Society for Arts, Music, Architecture, Sciences DBA SPARK!. She teaches board training seminars and instructs CPE courses related to OMB A-133 audits and other issues surrounding not-for-profit organizations. Amy graduated in 1994 from the University of Texas at Arlington and is a graduate of Leadership Arlington. She and her husband Stuart have two children, and she enjoys watching her kids play sports and being outdoors.
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| Katherine Curtis, CFRE |
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President's Message
September 2016
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It's almost September! For me, that means back to school for the little one, soccer practices and games, TCU Football, and the end of my organization's fiscal year.
For our AFP chapter, that means budget planning, slating of the 2017 officers, and final preparations for Fundamentals of Fundraising in October and National Philanthropy Day Luncheon in November.
Do you have new fundraisers on your staff? Are you new to fundraising? Consider attending our Fundamentals of Fundraising class October 6 - 7. In partnership with our friends in Dallas, this is a great two day course designed specifically for those in the field with less than five years of experience. Register by September 1 to take advantage of the early-bird rate of $350 for AFP members.
Are you looking for a great way to honor that special philanthropist of your organization? If you haven't already considered purchasing a table to the event at Cendera Center, do so now to take advantage of the early bird rate (Member tables are $650 through September 30). This is a great way to honor someone who supports your organization by naming him or her as a table honoree.
I look forward to seeing you all at our September meeting on September 12, where we will learn from Amy Michie, CPA, about making sure fundraising and accounting get along to tell the story of the numbers.
Katherine Curtis, CFRE
Girls Scouts of Texas Oklahoma Plains
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2016 Be The Cause Campaign
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On behalf of the AFP Fort Worth Metro Board of Directors, we ask you to join us in launching the 2016
Be the Cause Campaign
!
We have 100% Board participation, and we are asking you to make a gift. Each and every gift, in any amount is greatly appreciated!
Every one that makes a gift before September 5th will be entered into a drawing to win one of two (2) $25 gift cards!!!
This year, we want to make certain that the AFP Fort Worth Metro chapter reaches its 2016 campaign goal quickly! Once you have determined your commitment level, please visit the Be the Cause website to make your gift or pledge. The AFP Fort Worth Metro 2015 goal is $1,875, with 25% chapter participation. Click here for answers to many frequently asked questions about the campaign.
As we say in our day jobs, a gift of any amount does help. You can give a one-time gift or sign up for monthly giving and be a part of the AFP Alpha Society. Your support to the Be the Cause Campaign helps our chapter in numerous ways. Training for our chapter leaders at the Annual Leadership Academy and scholarships to the AFP International Conference are just two of the many benefits we receive.
Please feel free to email Brenda Rios if you have any questions regarding the 2016 Be the Cause Campaign or call at 817-702-2490.
We appreciate all you do for the AFP Fort Worth Metro and for our community
Best Always,
Brenda Rios
Secretary
Be The Cause Campaign Chair
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Fundamentals of Fundraising
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Have you been in the fundraising profession for 0-4 years? Do you want to sharpen your skills and network with your fundraising peers? Then join us for the Fundamentals of Fundraising 2-day intensive course on Oct 6-7, 2016 at CitySquare's Opportunity Center. Featuring an amazing faculty of highly experienced fundraisers and co-hosted by the Fort Worth and Dallas chapters of AFP, you don't want to miss this opportunity!
For more info and to apply,
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DFW Philanthropy Conference
Planning Committee
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We are currently seeking Fort Worth Chairs for the
Registration, Guest Relations and
Scholarship committees although volunteers on every committee are needed and encouraged to participate!
Click Here to see the framework for the planning committee.
The committee kickoff is scheduled for
September 15, 2016 at
Texas Health Resources in Arlington from 8:00am - 9:00 am. Subsequent meetings will be held on the third Thursday of each month from October-April (participation may be in person in Arlington or via teleconference).
The conference date is May 19, 2017 at the Irving Convention Center...keynote is world renown speaker Tom Ahern. Everyone is invited and encouraged to participate. Please contact me if you are interested in being a part of this fantastic event!
With appreciation,
Cathy Neece Brown
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New!!! Member's Benefit - Job Postings
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Members Benefit Reminder
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Don't forget that one of the benefits of being a member of our chapter is that each month you have the opportunity to attend a fantastic educational session with a great lunch for only $20.
Our chapter underwrites the luncheons so you don't pay the full cost.
If you are not a member or you have let your membership lapse the price is $35. If you bring a guest - and we hope you do! - their price is also $35.
If yo
u need to renew your membership, it's quick and easy to do online at
www.afpnet.org
: Go to "Join AFP" on the left side and under that you will see "Renew Membership"
You can also find helpful information
here.
If you have any questions about AFP or your members benefits, you can reach Kristie Gibson, Director of Retention, at (817)922-7714 or by
email.
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Special Recognition
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In recognition of valued participation in the AFP Fort Worth Metro Chapter, we are grateful to the following for their membership and longstanding commitment to a tradition of giving and sharing that is primary to the quality of life.
20 Years
Roger Patridge, CFRE
10 Years
Christina Judge, CFRE
10 Years
Hillary Bessinger
5 Years
Audrey Boda-Davis
5 Years
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Welcome To Our New Members
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So glad you have joined us! Let us know what we can do for you - that's why we're here!!!
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Mr. Wesley Gentle
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Leslie Oliver
Fort Worth Library Foundation |
Danielle Stenger
Susan G. Komen |
Ms. Nikki Hatley
MHMR Visions |
Mrs. Lisa Rose
ProjectHandUp |
Ashleah L. Baker
Tarleton State University Foundation, Inc.
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Taj White
Tarrant County Hospital District
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Aaron Conley, Ed.D.
Grenzebach Glier & Associates
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Jill Hill
River Legacy Foundation
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Tara Wright
Expanco, Inc.
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Chuck Burton
Senior Citizen Services
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2016 AFP Web/Audio Conferences
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One of the great benefits of membership in AFP it the opportunity to learn from experienced professionals through the Mentor-Mentee Program.
These personal matches help form relationships that are lasting.
For those interested in being matched with an AFP Mentor, please c
lick on
this link
and complete the mentoring form, and email it back to AFP Office. Matches will be made as soon as possible depending on need and availability.
If you're an experienced professional and would like to become a mentor, please let
Lauren Harris
know and she'll get you matched!
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