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January 2019 Breakfast Meeting and Education Program
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 Export to Your Calendar 1/8/2019
When: Tuesday, January 8, 2019
7:30 AM
Where: Town and Country Club
300 N Mississippi River Blvd
St. Paul, Minnesota  55104
United States


Online registration is available until: 12/31/2018
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MPGC January 2019 Breakfast Meeting and Education Program

January 8, 2019

Location

Town and Country Club
300 N Mississippi River Blvd
St Paul, MN 55104

Agenda

Registration begins at 7:30 am on January 8, 2019. The Breakfast Meeting begins at 8:00 am.

7:30 – 8:00 a.m.   Registration & Networking
8:00 – 9:00 a.m.  Breakfast Meeting
9:00 – 9:30 a.m.  Registration & Networking
9:30 – 11:00 a.m.   Education Program
11:00 a.m.   Adjourn

Pricing

Download the Registration PDF

Breakfast Meeting
$35/member
$55/non-member

Education Program
$45/member
$70/non-member

Breakfast Meeting & Education Program
$60/member
$85/non-member

Breakfast Meeting

Future Started Yesterday

Philanthropic Futurist, Trista Harris believes in preparing the mind to deal with exponentially changing times. She sees trends and makes predictions, while also taking time to reflect on and analyze how she moves through each work week. She'll offer a glimpse of the future and share her practical tips for regularly reviewing your mindset and getting it out of your blind spots, adjusting accordingly to get the most satisfaction from your work. A sought-after speaker, she is the author of How to Become a Nonprofit Rock Star and FutureGood. She was included in the inaugural "40 Under 40" list by the Chronicle Of Philanthropy.

Speaker

Trista Harris

Trista Harris, FutureGood Consulting

Trista Harris is a philanthropic futurist and nationally known as a passionate advocate for leaders in the philanthropic and nonprofit sectors. Trista’s work has been covered by the Chronicle of Philanthropy, Forbes, CNN, the New York Times, and numerous social sector blogs. She is also the co-author of the book “How to Become a Nonprofit Rockstar” and the upcoming book “FutureGood”. She is a President of FutureGood, a consultancy focused on helping visionaries build a better future.  She has spent her whole career dedicated to the social sector, starting with a job as a summer parks assistant at the age of 15. Before starting FutureGood, Trista was President of the Minnesota Council on Foundations, a vibrant community of grantmakers who award more than $1.5 billion annually. Prior to joining MCF in 2013, she was executive director of the Headwaters Foundation for Justice in Minneapolis, and she previously served as program officer at the St. Paul Foundation. Trista has been certified in strategic foresight by Oxford University, earned her Master of Public Policy degree from the Humphrey School of Public Affairs, University of Minnesota, and her Bachelor of Arts from Howard University. She is a board member for the Association of Black Foundation Executives. Trista served on the Minnesota Super Bowl Host Committee and the Governor’s Council on Law Enforcement and Community Relations, which was convened after the shooting of Philando Castile. She is a passionate national advocate for the social sector using the tools of futurism to solve our communities’ most pressing challenges.



Education Program

Working with Banks: Philanthropic Advisors, Wealth Advisors and Their Clients

Please join us for our January Education Session as we have a conversation with three local philanthropic advisors from the banking industry to talk about their experiences related to their work with external audiences (clients/families) and internal audiences (wealth advisors).

As more and more wealth gets concentrated, it is becoming more commonplace for fundraisers to work closely with both advisors and the families who wish to support their organizations. Given this trend, we will look to demystify the client and advisor relationship within the banking industry and to better prepare the audience to work more effectively with high-net wealth families and their advisors in raising philanthropic support for their organizations.

Speakers

Alex Bakkum

Alex Bakkum, CTFA, JD, US Bank Charitable Services Group

Alex Bakkum is a Vice President and Senior Philanthropic Advisor with the US Bank Charitable Services Group. He works exclusively with nonprofit organizations, private foundations, and individual philanthropists. Alex graduated from Mitchel Hamline School of Law, Hamline University School of Business with a Master’s Degree in Public Administration, and is a Certified Trust and Financial Advisor. He received his undergraduate degree at St. John’s University. Prior to joining U.S. Bank Alex gained extensive experience assisting nonprofit organizations address their strategic resource and planning issues, private foundations form and realize their missions and visions, and individual philanthropists fully express their values. He also has direct experience working for nonprofit organizations including, the RiverKeepers, St. John’s University, and College Possible.


Robert L. Richert, JD

Robert L. Richert, JD, Bremer Wealth Management

Robert has worked in the financial services industry since 2009 and is responsible for Bremer’s wealth planning process including the technology infrastructure as well as policies and administration. He brings his complex planning experience and expertise to the Bremer team to better help our affluent clients reach their dreams, goals and objectives. Robert provides advice on estate planning, business succession planning, retirement planning, and charitable giving strategies. He frequently speaks on wealth management topics to client groups and at industry events.


Marie Ruzek

Marie Ruzek, Wells Fargo Private Bank

Marie Ruzek serves as Vice President and Philanthropic Specialist for Wells Fargo Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Ms. Ruzek helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. She collaborates with her clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities. Prior to joining Wells Fargo, Ms. Ruzek worked in the nonprofit sector for 20 years, most recently at Greater Twin Cities United Way for three years, where she was the Director of Planned Giving and Endowment. Her background includes experience in healthcare, higher education, and human services philanthropy. Ms. Ruzek earned a Bachelor of Arts in Business Administration from Concordia College, Moorhead, MN, and a Juris Doctor from Mitchell Hamline School of Law, St. Paul, MN. She hold the Certified Fund Raising Executive designation and is also the Chair of the Minnesota Planned Giving Council and a member of the Nonprofit Financial Group, Twin Cities Estate Planning Council, MN Women Lawyers, National Association of Charitable Gift Planners, and Leave a Legacy Minnesota.



Questions? Contact staff at office@mnpgc.org or (651) 290-7474.

Cancellation: Registration and payment must be RECEIVED by 5:00 p.m. on December 31, 2018. Refunds will be given to those who call and cancel before this date.

Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

Supporting Sponsors

Charitable Services

Charitable Services

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