Program Description:
Join your fellow nonprofit leaders for a discussion on how to use your investment objectives and documents to communicate to your institution’s internal and external stakeholders. We will discuss the components of an investment policy statement, its supporting documents and best practices around creating and maintaining these important tools. This program will focus on the important connections between Advancement, Finance and institutional leadership to create transparency for all those who support your work.
We hope you will come away from this discussion with ideas on how to demonstrate alignment between your donors and the financial growth objectives of your organization. Begin to comfortably speak to and answer questions about financial objectives and your institution, such as asset allocation and investment product choices. We hope you will gain an understanding of how training and education can empower your staff, committees and board to become stronger ambassadors for your organization. This is a great opportunity to bring your CFO and leadership together, to demonstrate how combining strengths can advance your shared goals.
********************
Tuesday, February 18, 2025
11:30 am Networking
12:00 pm Program & Lunch Service
Location:
Brio Italian Grille International Plaza
2223 N. West Shore Blvd. Tampa FL 33607
********************
Program Fee
AFP Member - $35.00
Guest - $45.00
The program will only be offered in-person. Please indicate when registering your meal choice for meal planning purposes.
AFP Tampa Bay aims to be accessible and inclusive to all of our members and guests. If you require special accommodations, please let us know via email so we can plan to make adjustments to the program
********************
Meal Choices
Salad - Wedge Salad
Entree Choices (Choice of 1)
- Strawberry Balsamic Chicken Salad
- Fettuccine Alfredo
- Mezza Grilled Chicken Marsala with Asparagus & Garlic Mashed Potatoes
********************
APPLIED for 1 hour CFRE
********************
Speaker Bio - J Dillon Collins, Director of Business Development, FiduciaryVest, LLC
FiduciaryVest, LLC is an Institutional Investment Consulting firm serving nonprofit organizations. Bringing years of client-focused experience, Dillon serves the firm’s current and growing client base. With his focus on Business Development, he challenges the team to grow with its clients and drive towards those goals and objectives.
Prior to joining FiduciaryVest, Dillon moved his home to Atlanta from New York City. He has experience on both Wall Street’s buy and sell sides, working with Institutional clients from a trading, capital markets and investment management perspective, at TP ICAP Group, Chardan Capital Markets and Lehman Brothers. Part of his career was spent strengthening and growing the financial resources for a non-profit educational institution, which makes him an AFP alumni.
Now in Atlanta, he has become an active member of its Philanthropic community. Dillon is a board member for the Ignatius House Jesuit Retreat Center. He serves on the Mission and Identity Committee at Cristo Rey Atlanta Jesuit High School, where he participates in their mentor program. Dillon is also an active volunteer at The Shepherd Center, Atlanta’s nationally recognized catastrophic care rehabilitation hospital. He enjoys spending time outside with his wife and daughter, having exchanged a NYC sidewalk for a yard.
********************
Meeting Guidelines
AFP Tampa Bay recognizes the importance of personal connection, but your health is our priority. We continue to monitor the community level for our area and follow CDC recommendations.
We ask that you not attend if:
- You have recently tested positive for COVID-19. Use the self-evaluation tool HERE to determine when you may return to in-person meetings after testing positive.
- You have been recently exposed to someone with COVID-19.
- You are waiting on COVID-19 test results.
- You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath.
