annual spring symposium ’ maximizing your hilanthropic ..., commissioner, alabama department of...

8th Annual Spring Symposium & Luncheon“Thriving in the ‘New Normal:’ Maximizing Your hilanthropic ootprint”

Monday, april 26, 2010 t 8:00 aM SyMpoSiuM t 12:30 pM luncheon

The hoTel aT auburn univerSiTy & dixon conference cenTer

8:00 am WPB Business and Professions Expo Pre Function Foyer

8:20 am Irene Collins, Commissioner,AlabamaDepartmentofSeniorServices Auditorium

9:00 am Concurrent Sessions

Joanna Krotz, Author,The Intelligent Guide to Giving: Make a Difference in the World and in Your Own Life Auditorium

Katie Libbe, VicePresident,ConsumerMarketingandSolutions, AllianzLifeInsuranceCompanyofAmerica Governor’s Room

10:00 am Joe Zidle,InvestmentStrategist,BancofAmerica,MerrillLynchGlobalResearch Auditorium

11:00 am Stephanie Brown, ManagingDirector,GeneralCounsel,LPLFinancial Auditorium

12:15 pm WPB Business and Professions Expo Pre Function Foyer

12:30 pm Luncheon Ballroom A

Keynote Luncheon Address Knight Kiplinger, EditorinChief Kiplinger’sPersonalFinanceMagazine,Kiplinger.com,and TheKiplingerLetter

Presentation of WPB Scholarships, Faculty and Other Awards

2:30 pm WPB Business and Professions Expo Pre Function Foyer

8th Annual Spring Symposium & Luncheon“Thriving in the ‘New Normal:’ Maximizing Your hilanthropic ootprint”

Monday, april 26, 2010

Knight Kiplinger, editor in Chief

Kiplinger’s personal finanCe Magazine, Kiplinger.CoM, and the Kiplinger letter

KnightKiplingerisoneofAmerica’s

mostrespectedeconomicjournalistsand

businessforecasters.Inhiswriting,speeches

andappearancesonmajorTVandradio

networks,hecutsthroughthecomplexityof

financialsubjectswithclarityandforesight.

Mr.KiplingeriseditorinchiefofThe Kiplinger Letter,Kiplinger’s

Personal FinancemagazineandKiplinger.com.TheLetter,aweekly

publicationstartedin1923,isthemostwidelyreadandlongest-

publishedbusinessforecastingpublicationintheworld.

Kiplinger’s Personal Finance,thefirstmagazineinthefieldof

personalmoneymanagement,wasfoundedin1947andtodayhas

amonthlycirculationofmorethan800,000.Kiplinger.comisafull-

featuredWebsitewithcontentandtoolsforhelpingpeoplemanage

theirmoney,aswellasbusinessforecastingcontenttohelpmanagers

intheirdecisionmaking.

StephanieBrownservesasmanaging

directorandgeneralcounselforLPL

Financial,havingjoinedthefirmin1989

asgeneralcounselandvicepresidentof

compliance.Ms.Brownandherteam

oflegalprofessionalsprovidelegalsupportforLPLFinancial,its

holdingcompanies,andvarioussubsidiaries.Thissupportincludes

negotiationandadministrationofalllinesofinsurance;litigation,

arbitration,andcustomercomplaintresolution;negotiationand

integrationofcorporateacquisitions;maintenanceofcorporate

books;preparationandsubmissionofrequiredpubliccompany

filings;andoversightofregulatoryexaminationsandinvestigations.

stephanie Brown, Managing direCtor, general Counsel

lpl finanCial

The Women’s Philanthropy Board (WPB) acknowledges with gratitude the WPB Corporate Partners, members and grantors who have graciously made commitments to support 2009-2010 initiatives. These dedicated contributors provide donations which fully support the board’s educational and philanthropic activities.

Thank You!W B Corporate artners,

Grantors and Donors

LPLFINANCIALCONSULTANT/REGISTEREDPRINCIPAL

Joanna Krotz, author

The InTellIgenT guIde To gIvIng: Make adIfference In The World and In Your oWn lIfe

Katie liBBe, ViCe president, ConsuMer MarKeting and solutions

allianz life insuranCe CoMpany of aMeriCa

irene Collins, CoMMissioner

alaBaMa departMent of senior serViCes

Joe zidle, inVestMent strategist

BanC of aMeriCa Merrill lynCh gloBal researCh

Author,speakerandcommunications

consultant,JoannaL.Krotzdrawsonher

extensiveresearchandexperiencein

coveringwomen’sleadership,wealth,giving

andbusinesstomaptoday’schangingterrain

inentrepreneurship,philanthropyandthenonprofitsector.

Ms.Krotzisaknowledgeableforecasterandreporterforthe

newbreedofdonorsandcurrenttrendsincharitablegiving,

notablyforTown&Country,wheresheisacontributingeditor.

SheistheauthorofThe Guide to Intelligent Giving(Sterling);

Making Philanthropy Count: How Women Are Changing the World

(Women’sPhilanthropyInstitute);andcoauthorofThe Microsoft

Small Business Kit(MicrosoftLearningCenter),a500-pageguideto

startingandrunningasmallbusiness.

KatieLibbeisresponsibleforleading

theoverallmarketingstrategyforAllianz.

Herteam’sresponsibilitiesincludevalue-

addprogramssuchasRe-Engineering

Retirement®,TheWomen,Money,and

PowerStudy,andTheAllianzAmericanLegaciesStudy.Sheisalso

responsiblefortheAllianzAcademyandAdvancedMarketsteams.

PriortojoiningAllianz,Ms.Libbeheldavarietyofpositionsat

AmeripriseFinancial(formerlyAmericanExpressFinancialAdvisors).

From1996to2006shewasvicepresidentofmarketingandproduct

strategyfortheinstitutionalretirementbusiness,includingbundled

401(k)andinstitutionalassetmanagement.Inthatroleshewas

responsibleforclientacquisition,productstrategy,andprofitability.

Shewasalsoproductmanagerforequityanddirectinvestments

withresponsibilityforproductmarketingtoadvisors.From1992

to1996shewasdirectorofmarketingforthe401(k)/defined

contributionbusiness.

IreneCollinsservesonGovernorBob

Riley’scabinetasCommissionerofthe

AlabamaDepartmentofSeniorServices.

CommissionerCollinsservesonthe

Governor’sWorkforceDevelopment

Council,istheAlabamachairmanoftheUnitedWeRideinitiative,

andwasselectedasoneofthirtypeopleinthenationtoserveon

theFEMANationalAdvisoryCouncil.

CommissionerCollinscurrentlyservesasPresidentofthe

NationalAssociationofStateUnitsonAging,memberoftheBoard

ofDirectorsfortheNationalAssociationofNutritionandAging

ServicesProgramandasamemberoftheNationalGovernors

AssociationPolicyAcademyforCivicEngagement.

AstheheadofGlobalWealthManagement

InvestmentStrategy,Mr.Zidleisresponsible

fordeliveringthefirm’sinvestmentstrategies

toclients.Inaddition,Mr.Zidleservesasthe

deputydirectoroftheResearchInvestment

Committee,whichisresponsibleforthematicResearchandAsset

Allocationrecommendations.

PriortojoiningMerrillLynch,Mr.ZidlewasadirectorwithMedley

GlobalAdvisors,anindependentglobalmacroeconomicandmacro

politicaladvisoryfirmwithresponsibilitiesincluding:buildingan

equitybasedglobalmacroresearchplatform;equityresearchsales;

currencyandfixedincomeresearchsalestoglobalhedgefunds;and

investmentbankproprietarytradingteams.PriortojoiningMedley,Mr.

ZidleservedasdirectorofInternationalSalesatNedDavisResearch,

aglobalmacroeconomicresearchfirm,withresponsibilitiesfor

developingthefirm’sAssetManager,HedgeFund,andPensionFund

operationsintheU.K.,France,Germany,andSwitzerland.

For more information please contact: CHS Women’s Philanthropy Board

210 Spidle Hall t Auburn University, AL 36849-5601 t Phone: (334) 844-3524 t E-mail: wpbchs1@auburn.edu t www.humsci.auburn.edu/wpb

Auburn University is an Affirmative Action/Equal Opportunity Employer. 2/2010 rev.

Submit to: AU Women’s Philanthropy Board t 210 Spidle Hall t Auburn, AL 36849-5601 t Phone: (334) 844-3524 t E-mail: wpbchs1@auburn.edu

IMPORTANT: RESERVATIONS ARE NOT CONFIRMED UNTIL PAYMENT IS RECEIVED

Tickets are issued on a “first-come, first-served” basis and will be mailed by April 19, 2010.

Tickets include symposium, luncheon and all applicable taxes.

Name:

Address:

City: State: Zip Code:

Daytime Phone:

E-mail:

Number of Tickets to Symposium & Luncheon @ $85 each

Number of Tables (10 Tickets) for Symposium & Luncheon @ $850 each

If you are donating seats to students @ $85 each, please specify the number

Total amount enclosed: $ Cash Check

Please make checks payable to: AU/WPB

Auburn University is an equal opportunity educational institution/employer.

Monday, april 26, 2010

8th Annual Spring Symposium & Luncheon“Thriving in the ‘New Normal:’ Maximizing Your hilanthropic ootprint”