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Thursday, March 23, 2017 from 11:30 AM to 1:30 PM CDT
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Italian Conference Center 
631 East Chicago Street
Milwaukee, WI 53202


11:30 - 12:00 PM           Registration and Networking  
11:45 - 12:00 PM           Lunch Buffet 
12:00 PM                       Announcements 
12:15 PM                       Presentation 
1:15 PM                         Q&A, Closing remarks 
1:30 PM                         Adjourn


Erin Richardson, AFP Administrator 
AFP Southeastern Wisconsin Chapter 
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AFP SEWI March 2017 Educational Luncheon 

Board Archetypes

Your boldest ideas and your biggest gifts almost always depend on the leadership of your board, so how can you make the most of your board members' passion and capabilities? During this session, we'll introduce "archetypes" to help you engage each board member individually; we'll talk about tools to support board members in their vital fundraising roles; and we'll learn from each other's stories and experiences—so bring yours!


Melissa Berliner Melissa Berliner, Vice President, Campbell & Company

As a Vice President, Melissa Berliner has the proven ability to quickly identify the core challenges facing clients and develop tailored, innovative strategies to address them. With the skill to effectively collaborate with individuals who have a variety of personalities and skill levels, Melissa builds consensus among organizational leadership, staff and volunteers to develop and execute carefully developed plans. In her client work, Melissa most values opportunities to:

  • Help clients develop successful major gift strategies to secure the high-level support to achieve their goals
  • Develop tailored systems and/or processes to help clients work more efficiently in areas ranging from maximizing return on investment to managing donor relationships
  • Interview donors and/or volunteers to determine their values, motivations for supporting an organization and philanthropic needs
  • Create effective partnerships between Board members and staff
  • Strengthen and sustain Board effectiveness

Julia McGuire

Julia McGuire, Executive Vice President, Campbell & Company

With more than 25 years of development experience, Julia brings strategic insight and a trademark hands-on approach to each client relationship. Praised for her ability to thoughtfully evaluate client practices through the lens of fundraising best practices, she helps develop creative solutions appropriate for specific organizations and their needs. She describes how, “I come to help my clients secure the support they need to sustain and grow their crucial work, so I strive to serve as a partner by:

  • Helping organizations maximize fundraising effectiveness in support of their mission
  • Helping build relationships between my clients and their staff, volunteers, donors, members and other key constituencies
  • Coaching volunteers and organizational leaders to successfully share the organization’s vision, mission, and fundraising priorities with key constituents
  • Helping donors understand the impact of their philanthropy on an organization, as well as the options available for their gifts
  • Empowering staff in all interactions with volunteer and administrative leadership

Campbell _ Company