Private Wealth Management, U.S. Bank

Special Joint Event with the Financial Planning Association of Northeast Ohio

Date: Thursday, November 15, 2018
Time: 5:00pm - 7:00pm
Location: DigitalC, 6815 Euclid Ave., Cleveland, Ohio 44103
Speaker: Joshua Edmonds and Brenda Cummins

Schedule of events:
5:00 – 6:00 pm: CE Presentation
6:00 – 7:00 pm: Networking and Reception

Please note special location: DigitalC, 6815 Euclid Ave., Cleveland, Ohio 44103
Free parking is available behind DigitalC off E. 69th street or across Euclid behind JumpStart.


Program Topic
Updates from the Cleveland Foundation on Digital Innovation, Family Philanthropy and Charitable Giving 

About the Program
Please join us to learn how the Foundation, in hosting its first Digital Innovation Fellow, Josh Edmonds, has been convening partners across Cleveland to address the digital divide that many don’t even realize exists in their neighborhood. In addition, we’ll hear from donor relations officer, Brenda Cummins, on strategies the Foundation’s Advancement team has for facilitating conversations and exercises around family philanthropy that can benefit your clientele. We’ll wrap up the program with Kevin Lenhard and Katie Collin, attorneys from the Foundation’s planned giving team, about charitable giving trends in 2018 and how the Foundation can offer assistance for those with questions about year-end giving.

As the first community foundation in the world, the Cleveland Foundation’s mission is to enhance the lives of all residents of Greater Cleveland, now and for generations to come, by working together with our donors to build community endowment, address needs through grantmaking and providing leadership on key community issues. 
 

About the Speakers
Joshua Edmonds
is a Digital Innovation Fellow at the Cleveland Foundation. Prior to his current position, Joshua was a member of the inaugural cohort of the Cleveland Foundation Public Service Fellowship, where he was hosted by Cuyahoga Metropolitan Housing Authority (CMHA). He also served as a Cleveland Foundation Summer Intern in 2013, placed at Lake Erie Ink.  During his fellowship placement at CMHA, Joshua planned the Cleveland Housing Hackathon. Deemed one of CMHA’s most innovative program to date, the Hackathon procured public-private partnerships to address mobility and spatial mismatch among Cleveland residents in the federal Housing Choice Voucher Program. Prior to the Public Service Fellowship, Joshua served in Denver, Colorado as an Urban Leader Fellow. He split his time between working in a food desert examining food security and aquaponics at the Mental Health Center of Denver, and crafting policy recommendations for state-level immigration reform. Joshua holds a bachelor’s degree in English and Spanish from Notre Dame College, as well as a Master of Public Policy and International Relations from Howard University. While earning his bachelor’s degree, Joshua studied abroad in both Guanajuato and Guadalajara, Mexico. During his tenure as a graduate student, he spent a summer teaching English in China. Joshua is a member of the Cleveland Global Shapers, the Cleveland NAACP, and is the Vice President of the Notre Dame College Alumni Board.

Brenda Cummins joined the foundation in 2015 and works with donors and organizations to help them plan and achieve their philanthropic objectives.  She brings senior level development experience from her previous role as director of Foundation Administration and Community Engagement at Summa Health System. In her role, she advanced Summa’s priorities through philanthropy and connected the greater community to the work of the organization. Prior work includes her position as a development officer at the Akron Civic Theatre, where she was responsible for all aspects of fundraising for the 1920’s atmospheric theatre. Through her first career path as an Audiologist and her community volunteer work in social services, healthcare and the arts, her strength is connecting people to organizations that make an impact in the lives of our greater community.  Brenda serves on the boards of several non-profits, including Greenleaf Family Center, 91.3 The Summit - WAPS, and Summit ArtSpace. She is a graduate of Leadership Akron, Class 2007. She serves on the American Heart Association Go Red for Women committee, and has volunteered with the Summa Medical Team for the Akron Marathon. She holds a master’s degree in Audiology from Kent State University and a bachelor’s degree in Speech and Hearing from Bowling Green State University.

Continuing Education – FPA NEO will request credit for this program, which will total one hour of CE from the CFP® Board of Standards for CFP® designation holders.  A certificate of completion will be available for CPA designees who feel the program satisfies their continuing education requirements.  

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members of FPA Northeast Ohio and EPC Cleveland when paid in advance before noon 11/14/18, $40 for members at the door, $40 for guests.  If you reserve and are unable to attend, please call the office to cancel by noon 11/14/18 to avoid a no-show reservation billing.

Reserve, online here.

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