Agenda

Monday, June 25, 2012

11:30 am
Lunch Served

 
11:30 - 11:45 am
Welcome & Introductions
David Biemesderfer, President & CEO, Florida Philanthropic Network; Leslie Lilly, Chair, Community Foundations of Florida & President & CEO, Community Foundation for Palm Beach and Martin Counties.

 
12:30 - 1:45 pm
Brand Basics & Beyond for Community Foundations
Patricia Courtois, President and Chief Operating Officer, Clarke Advertising and Public Relations, Sarasota; Board Member, Community Foundation of Sarasota County.

Community foundations of all sizes face some unique challenges when it comes to identifying, developing and presenting a brand that is true to the foundation's identity and will help advance the organization's mission and goals. And brand work itself can be much more difficult and complicated than it may appear at first glance. Brand expert Patricia Courtois will help set the stage for our two days of learning and sharing by laying some groundwork of key brand concepts and processes, and help each participant start thinking about the strengths and weaknesses of their foundation's own brand.

 
1:45 - 2:00 pm
Break

  
2:00 - 3:15 pm
Community Foundation Brand Case Study:
The Miami Foundation
Javier Alberto Soto, President & CEO, The Miami Foundation; Nancy Jones, Vice President for Public Affairs and Communications, The Miami Foundation.

In November 2010, the 43-year-old Dade Community Foundation unveiled a new brand that included a new name - The Miami Foundation - a new vision and a new logo and look. Back then, Javier Alberto Soto, President & CEO of The Miami Foundation, noted the following about the foundation's bold change: "The Miami brand is very powerful and well known. We want to capitalize on the name to achieve some very ambitious goals we've outlined for us and our community." A year and a half later, Soto and Nancy Jones will share their experience in creating a new brand and give an update on how it's been helping them achieve their goals.

 
3:15 - 3:30 pm
Break

  
3:30 - 4:45 pm
Community Foundation Brand Case Study:
Gulf Coast Community Foundation
Greg Luberecki, Director of Marketing and Communications, Gulf Coast Community Foundation.

At the end of 2010, Gulf Coast Community Foundation refreshed its brand identity by unveiling a new, modern logo and a completely redesigned Web site. At that time, President/CEO Teri Hansen noted that the refreshed brand reflected the "proactive nature" of the foundation and its donors. "It will improve the way we tell people about the good work that we have always been doing in the community, and how they can be a part of it," she said. In this session we'll learn more about the process that the foundation went through to refresh its brand, the strategic thinking behind the effort, and the results they've seen in using the refreshed brand to support their work.

 
4:45 pm
Wrap-Up of Day 1
Leslie Lilly

  
6:00 pm
Reception, Dinner & Informal Sharing
Bohemian Hotel Celebration

No agenda. No program. Just an opportunity to relax and share with your friends and colleagues over a great barbeque buffet. 

Tuesday, June 26, 2012

8:00 am
Breakfast Served

  
8:30 - 9:45 am
Community Foundation Brand Case Study:
Community Foundation of Sarasota County
Patricia Courtois; Roxie Jerde, President and CEO, Community Foundation of Sarasota County; Robin Lankton, Director of Marketing and Communications, Community Foundation of Sarasota County.

The Community Foundation of Sarasota County recently went through an intensive process to define its core brand. Following up on her session from the previous day, Patricia Courtois will apply some of the concepts she presented in the earlier session to her work with the foundation on rethinking its brand.

 
9:45 - 10:00 am
Break

10:00 am - Noon
Florida Intergenerational Transfer of Wealth Study Overview & Update
David Biemesderfer, Don Macke, Director of Strategic Engagement, Center for Rural Entrepreneurship.

Don Macke will give an overview of the concepts and process being used for FPN's Intergenerational Transfer of Wealth study for Florida, and will engage participants in an interactive "check-in" session about some of the study's preliminary findings. In addition, Biemesderfer will lead a planning discussion on how FPN and its members - community foundations in particular - can make the most effective use of the research both on the statewide and regional levels.

Hotel

The meeting will be held at the Bohemian Hotel - Celebration, 700 Bloom Street, Celebration, FL 34747 (map & directions). For those needing overnight accommodations, FPN has negotiated a special group rate of $139/night for our group for June 25 (note: the hotel's Internet fee will be waived for FPN's room block). The deadline for receiving the group rate was June 8, 2012.

Reservations by Phone
Call 888-249-4007 and ask for the Florida Philanthropic Network room block. 

Parking
Complimentary self-parking is available close to the hotel in the hotel's own private lot or a nearby public lot. Valet parking is $15/day for hotel guests; $10/day for attendees not staying overnight at the hotel.

About Our Guest Presenter

Patricia Courtois is President and Chief Operating Officer of Clarke Advertising and Public Relations in Sarasota. A graduate of Northwestern University; Patricia launched her public relations career in the Windy City. The next 20 years found her immersed in media relations, special events, community relations and corporate philanthropy for companies and brands including Beatrice Foods, Sara Lee, Tropicana, Sweet 'N Low, Butter Buds, Sugar in the Raw and Mary Kay.

In the '90s, she held marketing communications positions with Tropicana in Bradenton, Florida, where she oversaw advertising, public relations and consumer promotion for Tropicana Pure Premium Orange Juice, the sixth-largest grocery brand in America. She also orchestrated its launch in Buenos Aires, Argentina.

Courtois joined Clarke in 1999 and until 2005, headed up Public Relations, Client Service and overall agency operations. In January 2005 Patricia partnered with Bill Pierson in purchasing the agency from founder Tim Clarke. And, in February 2012, Patricia was named President and Chief Operating Officer of Clarke Advertising and Public Relations.

Patricia is very active in the community, serving on the boards of The Community Foundation of Sarasota County and Florida Studio Theatre. She serves on a national level on the American Association of Advertising Agencies (4As) Client PR Committee; as Marketing Committee Chair for the Economic Development Corporation of Sarasota County; and on the Marketing Advisory Committee for the John and Mabel Ringling Museum of Art in Sarasota. She also has served as a Governor on the 4As Florida Council Board and as a member of the Sarasota County Tourism and Economic Development Board. Patricia is past chair of the Leadership Council of the United Way Women's Initiative, has served on the Leadership Council of the Community Capacity Building Initiative for Aging Services, is a former board member of the Sarasota County Arts Council, the Literacy Council of Sarasota and past president of the Sarasota Sunrise Chapter of the American Business Women's Association. Patricia is also a past member of the Steering Committee of the Federal Alliance for Safe Homes.

In 2010, Patricia earned a National ADDY award for her team's work on All Faiths Food Bank.

Questions?

For questions about the program, please contact Maggie Osborn, 813-983-7397 or David Biemesderfer, 813-983-7396.

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