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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: [email protected] 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: [email protected]
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”