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PROGRAMS & Events

Privacy: For most events, attendees will have the option to include their name in the list of event registrants. Attendees may wish to exclude their name for privacy or security reasons. WSPN attendees’ information will not be sold, shared or rented to others.

Upcoming events

    • 17 Jan 2019
    • 8:00 AM - 10:00 AM
    • DuPage Foundation-3000 Woodcreek Dr #310, Downers Grove, IL 60515
    Register

    Only 10% of organizations in the United States have formal mentoring programs.  If we consider Fortune 500 companies, this means that only 50 of those companies would actually have a formal mentoring program. 

     So how do you ensure that you have a mentor with the dismal investment of organizations in mentorship for their team members?  Tanjia M. Coleman, PhD will explore how mentoring and role-modeling relationships can be used interchangeably to develop and sustain career and personal outcomes.

    The goal of this program is to bring to life the various mentoring and role-modeling relationships that are necessary in order to accelerate your path from good to great.  According to Modern Workforce, 83% of employees state that they would benefit from mentoring.  Clearly, this is an area where the top leaders in the country have indicated that they have used and benefited from mentoring and role-modeling relationships including Bill Gates, Oprah Winfrey and Steve Jobs.  With a plethora of solutions to attain mentoring interactions from traditional, to software based to community-based programs there isn’t a reason not to be engaged in some form of a mentoring and/or role-modeling relationship.

    This is an interactive session, where questions and inquiry are welcomed as Dr. Coleman shares how mentoring programs both formal and informal have been established in various types of organizations. 

    Bio for Dr. Tanjia Coleman

    Tanjia M. Coleman, Ph.D. is a human capital strategist with more than 15 years of experience working as a senior level human resources professional in non-profit and Fortune 100 companies including Microsoft, Starbucks, Sears and Motorola. Currently, she is the Chief Possibility Officer at the YWCA Metropolitan Chicago and the President of Reimagine Organization Development, Inc. providing clients with various organizational solutions focused on cultural transformation, business optimization, leadership development, executive coaching, talent management and organizational design. 

    Dr. Coleman is a visionary with the unique insight and expertise to help leaders build and discover great talent that in turn creates great organizations.  Transformational change begins with leadership.  Dr. Coleman advises organizations on their cultural footprint relative to community and social responsibility.  She personally leads by example thru her various philanthropic associations and endeavors.  

    Dr. Coleman completed her dissertation to earn her Ph.D. in Organization Development in January 2016 from Benedictine University.  In 2014 she received, “The Best Student Paper Award” at the Academy of Management - ISEOR conference in Lyon, France.   She went on to be the recipient of the Best Paper Collaboration award from the Academy of Management, Management Consulting Division in Anaheim, California in August 2016.

    In 2018, Dr. Coleman’s titled chapter: Role Modeling as an Alternative to Mentoring for Career Development Outcomes in Organizations will be included in the 2018 volume of Leadership and Role Modeling: Understanding Workplace Dynamics published by Palgrave Macmillan.

    Registration and coffee begin at 8:00 AM. Program starts at 8:30 AM.

    • 21 Feb 2019
    • 8:00 AM - 10:00 AM
    • The Community House-415 W. 8th St, Hinsdale, IL 60521
    Register

    Professional advisors are powerful agents for philanthropy. Accountants, attorneys, financial planners, life underwriters, trust officers, and other wealth strategists are all uniquely positioned to help their clients make a meaningful impact for their favorite causes. Effectively engaging these individuals in your organization’s mission can help you build a robust network of highly-effective ambassadors. But how should not-for-profits go about doing this? What are the advisors’ interests and key concerns? And how can your organization best position itself to support advisors in achieving their goal of helping their clients?

    Join us for a lively discussion with a panel of distinguished local advisors as we explore the above questions and other key issues such as:

    • How advisors raise the subject of philanthropy with their clients
    • What resources a not-for-profit should have available to aid advisors in talking to their clients
    • How not-for-profits can reach out to advisors for help with charitable giving issues
    • Ways in which the new tax law has affected advisors’ approaches to charitable giving with their clients and their clients’ philanthropy
    • What charitable giving trends advisors are currently seeing
    • The best practices for approaching advisors about referral and volunteer opportunities

    Speakers:

    Michael Sitrick, JD (Panel Moderator), Vice President for Advancement, The DuPage Foundation

    Michael Sitrick, JDis vice president for advancement of the DuPage Foundation. There he works closely with people, organizations, and their advisors to help them accomplish their charitable goals. He concentrates on facilitating outright and deferred gifts of appreciated property and demonstrating the impact of philanthropy and endowed funds to the community. Michael graduated magna cum laude from Millikin University in Decatur, IL, with a Bachelor of Science degree in Business Management and earned his Juris Doctor from Loyola University Chicago School of Law. After completing his studies, he worked at two Chicago area law firms where he concentrated in civil litigation before returning to the DuPage Foundation in 2013.

    Michael is a member of the DuPage County Bar Association (DCBA) where he serves on its Judiciary Committee and Public Interest and Education (PIE) Commission. He is also the immediate past president of Suburban Chicago Planned Giving Council, a member of the DuPage County Estate Planning Council, and a past board member of the West Suburban Philanthropic Network (WSPN).

    Michael is a two-time recipient of the DCBA Board of Directors’ Award, a past recipient of WSPN's Distinguished Service Award, and one of the Naperville Area Chamber of Commerce’s Inaugural “Four Under 40” recipients. In his spare time, he enjoys performing as an actor and featured tenor soloist with area theatrical and musical groups. He lives in Lombard with his wife, Elizabeth.

    Nancy Brackmann, CTFA, CFP®, Vice President & Senior Trust Officer, U.S. Bank

    Nancy Brackmann, CTFA, CFP®, a vice president and senior trust officer for U.S. Bank Private Wealth Management, provides personal trust and estate services to individuals and families at all stages of life. She helps manage the complexities of wealth preservation and distribution for her clients and their families. In addition, she supports accounts for corporations and non-profit organizations and is in charge of the administration of trusts where U.S. Bank has been named trustee. Nancy began her career in the banking and financial services industry in 1995.  Prior to joining U.S. Bank, Nancy was a vice president and fiduciary officer with J.P. Morgan’s Private Bank.  In this role, she provided trust and estate planning guidance to high net worth families, individuals, and foundations.

    Nancy holds the designation of Certified Financial PlannerTM  (CFP®) and Certified Trust and Financial Advisor (CTFA). She is a member of the Northwestern Medicine Philanthropy Regional Advisory Council, Kane County Development Commission, the DuPage Estate Planning Council, the Kane County Farm Bureau and a Board Member of the Suburban Chicago Planned Giving Council. 

    Betsy Brosnan, CPA, Partner, Sassetti, LLC

    Betsy Brosnan, CPA,  is a partner at Sassetti, LLC, a CPA firm with offices in Naperville and Oak Park, Illinois. She specializes in taxation and entrepreneurial accounting. Betsy’s experience includes tax planning, tax research and tax compliance in the business, individual, fiduciary/estate and not-for-profit areas. She holds an undergraduate degree in accounting from the University of Notre Dame and a masters in taxation from DePaul University and is a member of the Illinois Society of CPA’s and the AICPA.    

    Betsy is a member of the Board of Trustees of the DuPage Foundation, and serves as the chair of the Foundation’s Audit Committee.  She is a past treasurer of the Naperville Area Chamber of Commerce, and has served on the boards and committees of various other local charities throughout the past thirty-five years. Betsy is passionate about commitment to family and community involvement.

    Derek Johnson, JD, Attorney, Bellock & Coogan

    Derek Johnson, JD, has been an attorney with the law firm of Bellock & Coogan, Ltd. since 2014.  Prior to joining the firm, Derek graduated with distinction from the University of Wisconsin-Madison in 2002, and received his law degree with Honors from the Chicago-Kent College of Law in 2007.  Derek is a passionate and devoted estate planning lawyer whose areas of concentration include trust and estate planning and administration, estate and gift tax returns, business succession planning, business formation, organization and maintenance, business transactions (e.g., shareholder or buy/sell agreements, membership interest purchase agreements, and asset purchase agreements) and general contract review and drafting. 

    Derek is a member and former chair of the DuPage Foundation’s Next Generation Initiative and a member of the Board of Directors for Clare Woods Academy (a/k/a Bartlett Learning Center, Inc.) in Wheaton.  In his free time, Derek enjoys exercising, exploring new music and movies, and spending time with his family and friends.  Derek and his wife have a young son who seems to have an endless amount of energy and quite the T-Ball swing, and a young daughter whose smile and laugh melts their hearts.

    Sean Sebold CFP®, CFA, President, Sebold Capital Management

    Sean Sebold CFP®, CFA,is president of Sebold Capital Management and has 20 years of experience in the financial planning and investment management industries. His diverse background and experience, ranging from the floor of the Chicago Mercantile Exchange to a Global Consultancy in Andersen Consulting, provide a unique vantage on wealth management. By focusing on the distinct needs of business owners, leaders and their families, Sean is able to guide the client through life decisions that bridge the gap between wealth and quality of life. Sean, a strong believer that education and knowledge provide value, is a part of a small group of advisors that have earned both the CFP® certification and the CFA Charter. Both designations are the highest level of certification in their respective field. His formal education began with a BA in English from Villanova University. He completed his CFP® education at the College for Financial Planning and went on to obtain an MBA with majors in Finance, International Business, and Marketing from Northwestern University’s Kellogg School.

    Sean is an active guest commentator, speaker, and has been quoted in many articles and publications including The Wall Street Journal, AARP Magazine, and Crain’s. His community involvement includes serving as a member of the Legislative Committee for the Naperville Area Chamber of Commerce and sitting on the Board of Hesed House.  He is also a past-president and past-chairman of the Financial Planning Association of Illinois, the largest FPA chapter in the country. After serving at the state level, Sean chaired the Financial Planning Association’s National Pro Bono Advisory Committee. He also served on the Illinois State Treasurer’s Advisory Council on Financial Education and Literacy. When not working, Sean spends his time with his wife, four children and two dogs. He enjoys golfing, tennis, sailing and reading.

    • 21 Mar 2019
    • 8:00 AM - 10:00 AM
    • TBD
    Register
    Are you feeling overwhelmed as an employee at a small nonprofit? Perhaps you’re the only one in your department – or the entire organization. Hear from our panel of nonprofit professionals from “small shops” on how to effectively manage your time to find success with limited staffing and resources. During this panel discussion, you will learn how to apply the best fundraising methods for maximum results, work effectively with board and volunteers, manage capacity issues, and identify and use free management tools and staffing resources. 
    • 18 Apr 2019
    • 8:00 AM - 10:00 AM
    • TBD
    Register

    SAVE THE DATE! More information on this presentation to come.

    • 21 May 2019
    • 11:00 AM - 1:30 PM
    • TBD

    SAVE THE DATE! More information on our Annual Luncheon to come.

    • 20 Jun 2019
    • 8:00 AM - 10:00 AM
    • TBD

    SAVE THE DATE! More information on this presentation to come.

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