FundSvcs Community

A number of years ago I attended NACUBO meetings a few times - with my Business Office counterpart. While I found it useful in helping me better understand where they were coming from, it really didn't help me as an advancement professional. I have, however, spoken at a good number of regional conferences for these organizations as they wanted some education regarding IRS charitable giving rules from an advancement perspective. I would never rule out attending one of their conferences - but I would not register until I reviewed the program to determine relevance. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > Good morning, > > > > Has anyone attended a NACUBO or regional *ACUBO meetings as part of your > professional development? I’m looking at attending SACUBO in a few months > and am curious for feedback from prior attendees, esp re: how relevant it > is for a development staff member. Thank you. > > > > -jsg > > > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > *This email (including any attachments) and/or report is proprietary and > confidential information belonging to Emory University and should be shared > or discussed with, or disseminated to, only those Emory University > personnel, contractors, consultants, or volunteers who are authorized to > have access to the information for Emory University business. Any data in > this email (including any attachments) and/or report should be handled in > accordance with **Advancement & Alumni Engagement’s Policy on Reporting. > * > > > > > > ------------------------------ > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). >

I should have added that when it comes to conferences focused on the business-side of nonprofit organizations - but with a strong program beneficial to the advancement world - I prefer the CASE Institutionally Related Foundations conference. I find that even if you do not have an IRF this program is top-notch. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:51 AM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > Thanks, John. The program is out, and I just went over it before reaching > out here. There were definitely some sessions that looked relevant to my > world. I appreciate the input. > > > > -jsg > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Tuesday, January 22, 2019 10:48 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings > > > > A number of years ago I attended NACUBO meetings a few times - with my > Business Office counterpart. While I found it useful in helping me better > understand where they were coming from, it really didn't help me as an > advancement professional. > > > > I have, however, spoken at a good number of regional conferences for these > organizations as they wanted some education regarding IRS charitable giving > rules from an advancement perspective. > > > > I would never rule out attending one of their conferences - but I would > not register until I reviewed the program to determine relevance. > > > > John > > > > John H. Taylor > > Principal, John H. Taylor Consulting > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu> > wrote: > > Good morning, > > > > Has anyone attended a NACUBO or regional *ACUBO meetings as part of your > professional development? I’m looking at attending SACUBO in a few months > and am curious for feedback from prior attendees, esp re: how relevant it > is for a development staff member. Thank you. > > > > -jsg > > > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > *This email (including any attachments) and/or report is proprietary and > confidential information belonging to Emory University and should be shared > or discussed with, or disseminated to, only those Emory University > personnel, contractors, consultants, or volunteers who are authorized to > have access to the information for Emory University business. Any data in > this email (including any attachments) and/or report should be handled in > accordance with Advancement & Alumni Engagement’s Policy on Reporting. * > > > > > > > ------------------------------ > > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). > >

The April IRF Conference looks like it has a number of great topics including endowment management, risk management, funding models, and board engagement (amongst others): https://www.case.org/Conferences_and_Training/IRF19.html John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 11:17 AM John Taylor <johntaylorconsulting@gmail.com> wrote: > I should have added that when it comes to conferences focused on the > business-side of nonprofit organizations - but with a strong program > beneficial to the advancement world - I prefer the CASE > Institutionally Related Foundations conference. I find that even if you do > not have an IRF this program is top-notch. > > John > > John H. Taylor > Principal, John H. Taylor Consulting > 2604 Sevier St. > Durham, NC 27705 > johntaylorconsulting@gmail.com > 919.816.5903 (cell/text) > > Serving the Advancement Community Since 1987 > > > On Tue, Jan 22, 2019 at 10:51 AM Greenbaum, Josh S <JGREE2@emory.edu> > wrote: > >> Thanks, John. The program is out, and I just went over it before reaching >> out here. There were definitely some sessions that looked relevant to my >> world. I appreciate the input. >> >> >> >> -jsg >> >> >> >> *From:* Advancement Services Discussion List < >> FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor >> *Sent:* Tuesday, January 22, 2019 10:48 AM >> *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG >> *Subject:* Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings >> >> >> >> A number of years ago I attended NACUBO meetings a few times - with my >> Business Office counterpart. While I found it useful in helping me better >> understand where they were coming from, it really didn't help me as an >> advancement professional. >> >> >> >> I have, however, spoken at a good number of regional conferences for >> these organizations as they wanted some education regarding IRS charitable >> giving rules from an advancement perspective. >> >> >> >> I would never rule out attending one of their conferences - but I would >> not register until I reviewed the program to determine relevance. >> >> >> >> John >> >> >> >> John H. Taylor >> >> Principal, John H. Taylor Consulting >> >> 2604 Sevier St. >> >> Durham, NC 27705 >> >> johntaylorconsulting@gmail.com >> >> 919.816.5903 (cell/text) >> >> >> >> Serving the Advancement Community Since 1987 >> >> >> >> >> >> On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu> >> wrote: >> >> Good morning, >> >> >> >> Has anyone attended a NACUBO or regional *ACUBO meetings as part of your >> professional development? I’m looking at attending SACUBO in a few months >> and am curious for feedback from prior attendees, esp re: how relevant it >> is for a development staff member. Thank you. >> >> >> >> -jsg >> >> >> >> *_____________________* >> >> *Joshua S. Greenbaum 09B, Executive Director* >> >> *Advancement Information Services* >> >> Emory University, Advancement & Alumni Engagement >> >> 1762 Clifton Road, Office 1456, Atlanta, GA 30322 >> >> Office: (404) 712-2020, Fax: (404) 727-4876 >> >> josh.greenbaum@emory.edu >> >> >> >> *This email (including any attachments) and/or report is proprietary and >> confidential information belonging to Emory University and should be shared >> or discussed with, or disseminated to, only those Emory University >> personnel, contractors, consultants, or volunteers who are authorized to >> have access to the information for Emory University business. Any data in >> this email (including any attachments) and/or report should be handled in >> accordance with Advancement & Alumni Engagement’s Policy on Reporting. * >> >> >> >> >> >> >> ------------------------------ >> >> >> This e-mail message (including any attachments) is for the sole use of >> the intended recipient(s) and may contain confidential and privileged >> information. If the reader of this message is not the intended >> recipient, you are hereby notified that any dissemination, distribution >> or copying of this message (including any attachments) is strictly >> prohibited. >> >> If you have received this message in error, please contact >> the sender by reply e-mail message and destroy all copies of the >> original message (including attachments). >> >>

I get it - Meeting of the Minds overlaps with my kids' spring break - my solution was to simply take the family with me! The girls have NEVER been to a Disney property so why not go to the original one?! John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 11:58 AM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > Thank you, John. Looks like that might overlap with the kids’ spring > break, but I’ve bookmarked it. > > > > -jsg > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Tuesday, January 22, 2019 11:22 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings > > > > The April IRF Conference looks like it has a number of great topics > including endowment management, risk management, funding models, and board > engagement (amongst others): > > > > https://www.case.org/Conferences_and_Training/IRF19.html > > > > > > John H. Taylor > > Principal, John H. Taylor Consulting > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Tue, Jan 22, 2019 at 11:17 AM John Taylor < > johntaylorconsulting@gmail.com> wrote: > > I should have added that when it comes to conferences focused on the > business-side of nonprofit organizations - but with a strong program > beneficial to the advancement world - I prefer the CASE > Institutionally Related Foundations conference. I find that even if you do > not have an IRF this program is top-notch. > > > > John > > > > John H. Taylor > > Principal, John H. Taylor Consulting > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Tue, Jan 22, 2019 at 10:51 AM Greenbaum, Josh S <JGREE2@emory.edu> > wrote: > > Thanks, John. The program is out, and I just went over it before reaching > out here. There were definitely some sessions that looked relevant to my > world. I appreciate the input. > > > > -jsg > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Tuesday, January 22, 2019 10:48 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings > > > > A number of years ago I attended NACUBO meetings a few times - with my > Business Office counterpart. While I found it useful in helping me better > understand where they were coming from, it really didn't help me as an > advancement professional. > > > > I have, however, spoken at a good number of regional conferences for these > organizations as they wanted some education regarding IRS charitable giving > rules from an advancement perspective. > > > > I would never rule out attending one of their conferences - but I would > not register until I reviewed the program to determine relevance. > > > > John > > > > John H. Taylor > > Principal, John H. Taylor Consulting > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu> > wrote: > > Good morning, > > > > Has anyone attended a NACUBO or regional *ACUBO meetings as part of your > professional development? I’m looking at attending SACUBO in a few months > and am curious for feedback from prior attendees, esp re: how relevant it > is for a development staff member. Thank you. > > > > -jsg > > > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > *This email (including any attachments) and/or report is proprietary and > confidential information belonging to Emory University and should be shared > or discussed with, or disseminated to, only those Emory University > personnel, contractors, consultants, or volunteers who are authorized to > have access to the information for Emory University business. Any data in > this email (including any attachments) and/or report should be handled in > accordance with Advancement & Alumni Engagement’s Policy on Reporting. * > > > > > > > ------------------------------ > > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). > >

Good morning, Has anyone attended a NACUBO or regional *ACUBO meetings as part of your professional development? I'm looking at attending SACUBO in a few months and am curious for feedback from prior attendees, esp re: how relevant it is for a development staff member. Thank you. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement's Policy on Reporting. ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

Morning, I have attended them in the past (NACUBO and EACUBO) and have found them helpful in maintaining a good knowledge base of non-profit trends, federal/legislative changes and perspectives from the business office side of the organization. Networking can be useful. Best, Sharon Sharon Lonthair Managing Director Development and Alumni Relations P 585.475.5963 C 585.703.5834 F 585.475.7004 [RIT]<http://www.rit.edu/> Rochester Institute of Technology 116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623 [RIT]<https://www.rit.edu/alumni/signature/> Connect with us: [RIT] <http://www.facebook.com/RIT.Alumni> [RIT] <https://twitter.com/RIT_Alumni> [RIT] <http://www.linkedin.com/groups?gid=72797> CONFIDENTIALITY NOTE: The information transmitted, including attachments, is intended only for the person(s) or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and destroy any copies of this information. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Greenbaum, Josh S Sent: Tuesday, January 22, 2019 10:43 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] NACUBO/SACUBO Annual Meetings Good morning, Has anyone attended a NACUBO or regional *ACUBO meetings as part of your professional development? I'm looking at attending SACUBO in a few months and am curious for feedback from prior attendees, esp re: how relevant it is for a development staff member. Thank you. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement's Policy on Reporting. ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

Thanks, John. The program is out, and I just went over it before reaching out here. There were definitely some sessions that looked relevant to my world. I appreciate the input. -jsg From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 10:48 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings A number of years ago I attended NACUBO meetings a few times - with my Business Office counterpart. While I found it useful in helping me better understand where they were coming from, it really didn't help me as an advancement professional. I have, however, spoken at a good number of regional conferences for these organizations as they wanted some education regarding IRS charitable giving rules from an advancement perspective. I would never rule out attending one of their conferences - but I would not register until I reviewed the program to determine relevance. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: Good morning, Has anyone attended a NACUBO or regional *ACUBO meetings as part of your professional development? I’m looking at attending SACUBO in a few months and am curious for feedback from prior attendees, esp re: how relevant it is for a development staff member. Thank you. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement’s Policy on Reporting. ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

Thank you, John. Looks like that might overlap with the kids’ spring break, but I’ve bookmarked it. -jsg From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 11:22 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings The April IRF Conference looks like it has a number of great topics including endowment management, risk management, funding models, and board engagement (amongst others): https://www.case.org/Conferences_and_Training/IRF19.html John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 11:17 AM John Taylor <johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com>> wrote: I should have added that when it comes to conferences focused on the business-side of nonprofit organizations - but with a strong program beneficial to the advancement world - I prefer the CASE Institutionally Related Foundations conference. I find that even if you do not have an IRF this program is top-notch. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:51 AM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: Thanks, John. The program is out, and I just went over it before reaching out here. There were definitely some sessions that looked relevant to my world. I appreciate the input. -jsg From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 10:48 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings A number of years ago I attended NACUBO meetings a few times - with my Business Office counterpart. While I found it useful in helping me better understand where they were coming from, it really didn't help me as an advancement professional. I have, however, spoken at a good number of regional conferences for these organizations as they wanted some education regarding IRS charitable giving rules from an advancement perspective. I would never rule out attending one of their conferences - but I would not register until I reviewed the program to determine relevance. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: Good morning, Has anyone attended a NACUBO or regional *ACUBO meetings as part of your professional development? I’m looking at attending SACUBO in a few months and am curious for feedback from prior attendees, esp re: how relevant it is for a development staff member. Thank you. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement’s Policy on Reporting. ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

Good Morning, I have been to both the IRF Conference and several CACUBO and NACUBO Conferences and have found them all to put on solid programs. My focus and need are on the business side and that does favor the *ACUBO conferences. However, I find value in hearing presentations on similar topics presented in both formats (ACUBO and the IRF) because they are presented with different points of emphasis and generally different questions that are asked of the presenters. So every now and then there is some value if you engage with both sides of the house to mix up the conferences attended. Over the last two years I have been making a bit of a push to get some Advancement topics in the state and central region ACUBO (CACUBO) because of the value that these discussions bring the business officer side. Bob Swanson, CPA Controller Bowling Green State University 1851 N. Research Drive Bowling Green, Ohio 43403 rswanso@bgsu.edu<mailto:rswanso@bgsu.edu> w 419.372.8597 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 11:22 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings The April IRF Conference looks like it has a number of great topics including endowment management, risk management, funding models, and board engagement (amongst others): https://www.case.org/Conferences_and_Training/IRF19.html<https://secure-web.cisco.com/1oIwR6Ta9--K9DXwkFGMUEBjVrpAyn80p_-z3Ap-7iORHyX5l7VOxEPbEKPiyBpuy3zFxE54748XPCgXAH4pUAqgDgus7fIQt5IBtsYprQCUuwrhYIUpKVx5Hx3L8Vc_tstjx3buoxU1YVKq9JnV0H6L0bwkjsJWcTSbyJLZDEM8DkiOsBWw-jCDGlftxNJ5vyH31Zcqab7VOsDtrcgTnp_BAYxSxrn5CGj7kJuaKnjtmAq31G0HRjOTzNSH2zxgoZuLPyRZKfhIv2KgVuo93OIDFVft__zlt4M4EsCfgk-9I2kdXPalMdWqhhwKsnB6LvWWwBzmCe8yh0SoKuQzwwbi-d0IZAya3dpGS0Ye3_ipwIPsCU-Z-yJEkK5zvNnO5CpxMasXYV33uuf2Je6D-6utKwie_6ktTk1LBy6lQ8fVGu5o2XIqvNmBN9nGveGgUBeUZ_GUX7B7XkxsizDgFpNlCE41Q5SbwByyEXXjPdFUw-723-LkzNnLjBxBT2pkY_b8an0IIbkw3gndQC4hW_A/https%3A%2F%2Fwww.case.org%2FConferences_and_Training%2FIRF19.html> John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 11:17 AM John Taylor <johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com>> wrote: I should have added that when it comes to conferences focused on the business-side of nonprofit organizations - but with a strong program beneficial to the advancement world - I prefer the CASE Institutionally Related Foundations conference. I find that even if you do not have an IRF this program is top-notch. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:51 AM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: Thanks, John. The program is out, and I just went over it before reaching out here. There were definitely some sessions that looked relevant to my world. I appreciate the input. -jsg From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 10:48 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] NACUBO/SACUBO Annual Meetings A number of years ago I attended NACUBO meetings a few times - with my Business Office counterpart. While I found it useful in helping me better understand where they were coming from, it really didn't help me as an advancement professional. I have, however, spoken at a good number of regional conferences for these organizations as they wanted some education regarding IRS charitable giving rules from an advancement perspective. I would never rule out attending one of their conferences - but I would not register until I reviewed the program to determine relevance. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Jan 22, 2019 at 10:43 AM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: Good morning, Has anyone attended a NACUBO or regional *ACUBO meetings as part of your professional development? I’m looking at attending SACUBO in a few months and am curious for feedback from prior attendees, esp re: how relevant it is for a development staff member. Thank you. -jsg _____________________ Joshua S. 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