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AFP Orange County
Luncheon Meeting
Tuesday, January 27, 2009

Luncheon Session - Noon

The Big Elephant in the Non Profit Room
The U.S. Economy – What’s Next?
Patrick Everett
Chief Investment Officer, Western Region
Northern Trust, N.A.

  • Northern Trust, N.A. advises many a donor and non profit organization about the U.S. economy and how it will affect the world of philanthropy.  In this luncheon speech, you’ll get valuable information first-hand that will help you in making crucial decisions for your organization in 2009.

About The Speaker:

  • Patrick Everett is the Chief Investment Officer for the Western Region of Northern's Personal Financial Services (PFS) business. In that role he supervises the investment activities of Northern's portfolio managers in California, Washington and Nevada.  Prior to that he was President and Chief Executive Officer of Northern Trust Bank, FSB and had the responsibility for the bank's business in the State of Nevada. With over 25 years of wealth management experience, he has served as a strategic advisor for individuals and institutions and as manager of a broad range of investments including equity and fixed income securities and investments in real estate, natural resource properties and entrepreneurial ventures.

  • Prior to joining Northern Trust in 1996, he was a partner in a privately held investment company specializing in managing wealth for affluent families, where he was responsible for the firm's investment strategy and asset management.

  • Pat received a B.A. degree with honors from the University of California at Los Angeles and a M.B.A. degree from its Graduate School of Management.  He holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designations and is a member of the CFA Institute, the Los Angeles Society of Financial Analysts and the Investment Management Consultants Association.

Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.

Moves Management
Learn to Put the Moves on Your Prospects and Score
Ron Mirenda

  • You will be reminded of the best practices for moves management and learn some new methods, too.

About the Speaker:

  • Ron Mirenda; Founder, Mirenda Associates, has more than 35 years of fund-raising, strategic-planning, public relations and communications experience.  He has managed or played significant roles in campaigns with combined goals exceeding $800 million.  He has worked with a variety of top-tier non profits including the Smithsonian, University of Chicago and our own UCI.

Event Specifics:

  • Date:  Tuesday, January 27, 2009


  • Schedule:
    • 10:30 - 11:30 p.m.   - Morning Seminar
    • 11:45 a.m.                 - Luncheon Buffet
    • Noon - 1:30 p.m.      - Luncheon Session

  • Location:


  • Registration:

    • Reservation Deadline:
      • Noon, Friday, January 23
      • Walk-ins and late reservations will be charged an additional $10.


    • Members:
      • $35 - Fundamentals & Luncheon
      • $35 - Luncheon Only

    • Non-members:
      • $45 - Fundamentals & Luncheon
      • $45 - Luncheon Only


    • Non-member First Time  Meeting Attendees
      • $35 - Fundamentals & Luncheon


  • How To Register:

    • Register On-line
      • On-line Registration Deadline - Noon, Friday, January 23
      • Members and Non-members must login to register and pay by credit card.
      • Click on the "Login" button located on this page.

Special Note:

  • Due to the policies of Turnip Rose, AFPOC must provide our meeting guarantee by Noon on the Friday before the meeting. We will be assessed a service charge for late reservation/walk-in lunches.  Turnip Rose strives to provide us with the best quality service and has asked for our cooperation. Reservations received after the Friday Noon deadline, including walk-ins at the meeting, will be assessed a $10 late fee.

Please Note:

  • Payment must be received with luncheon pre-registrations (either by credit card or check).


  • We do not accept pre-registrations without payment. 


  • You may use a credit card to hold a reservation if you wish to pay by check onsite.


  • If registrant does not show, the regular rate will be charged to credit card used to hold reservation. 


  • If final payment for pre-registration is not received by the Friday prior to the luncheon, registrant must pay onsite fee. 


  • If registrant cannot pre-pay with pre-registration, registrant must pay onsite with the onsite rate. 


  • We cannot take reservations over the phone.  The AFPOC office needs to have formal documentation of your registration (either by online registration, faxing or mailing in the form).  This will ensure that your registration gets properly processed. 


  • If you need to cancel your registration, you must let us know on the Friday prior to the luncheon.  If you do not let us know, and you do not show, you will be charged.  (AFPOC must still pay for your lunch even if you do not show).


  • AFP Membership is an individual membership.  A non-member/guest cannot take your place at the luncheons.  He or she must register separately at the non-member price.


  • Please be sure to return your name badge after the luncheon session in the provided baskets.

Upcoming Events

Audio Conference
Thursday, September 23

 

[ NPD 2009 ]
Wednesday, November 17

AFPOC - 1820 W Orangewood Ave Suite 111 - Orange, CA 92868
Office: 714-771-3685 - FAX: 714-744-8975 - Email: office@afpoc.org
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