NEW DATE & TIME
Tuesday, April 21, 2026 | 8:30 - 10:30 a.m.
$30 for President's Council Members
$35 for Members | $40 for Non Members
Registration Closes April 16th at 5:00 p.m.
TIAA
730 Third Avenue, 5th Floor, New York, NY 10017
(Between 45th & 46th)
What You Need to Know to Protect Yourself, Your Loved Ones, and Causes You Care About and Design Your Personal Legacy:
This event is provided for general educational purposes only. Women In Development New York is not a financial or legal advisor. Please discuss your unique personal financial and estate planning circumstances and goals with your financial and legal advisors.
Thank you to our Venue Host TIAA.
Featured Speakers
Jeanine Buceti is a Senior Director of Wealth Management at TIAA. With 25 years in the financial services industry, she has been at TIAA for 13 years leading a team of wealth management advisors.
Joseph A. Langella has been a Financial Advisor since 1998. I am a Wealth Management Advisor with TIAA since 2023.
Lisa Lager, Principal of Lisa Lager Consulting, is a nationally recognized planned giving expert, consultant and coach with four decades of comprehensive fundraising experience and a history of building and growing high performing planned giving, legacy and endowment programs at some of the nation’s largest nonprofits and closing $1 million+ gifts.
Don't forget to follow us on Women In Development's social media channels for updates and share this event with your network. Together, we can make a difference!
Women In Development, New York (WID) accepts refund requests made in writing at least five (5) business days prior to the event. Registration fees are not refundable after this date. Nonrefundable ticket purchases may not be used as credits towards future WID events.
By registering for this Women In Development, New York event, I give consent for my photograph to be taken and possibly used on the organization’s intranet, internet, newsletters, board reports, and other organizational materials as needed. I understand that I am not eligible for compensation for use of my photo and I may not be informed in advance of the specific use of those images.
The Engaged Board: Recruiting, Inspiring, and Mobilizing Your Board Members
May 8, 2026 | 12:00 p.m. - 1:30 p.m.
Free for Members | $35 for Non-Members
Successful boards are built on a foundation of strategic recruitment and management. This session is designed to help you identify and inspire volunteers to deepen their involvement and take on active, productive roles for your organization. We will provide you with the practical tools to create an ideal profile for your board, engage prospective members, and recruit them by setting clear expectations. Additionally, the discussion will cover how to leverage their unique skills and connections to further your mission and build a lasting culture of philanthropy through ongoing engagement.
Dee Falvo has over 20 years of experience in advising nonprofit fundraising staff, leadership teams, and boards of trustees on effective fundraising and stakeholder engagement strategies. Prior to launching Common Threads Partners, Dee served as Senior Vice President of Development, Marketing, and Communications at Enterprise Community Partners and as a Senior Vice President at CCS Fundraising. She has a track record of running successful multi-million dollar annual and capital campaigns. She earned her BA from Smith College and MBA, along with a certificate in nonprofit management, from Boston University. She serves on the board of the Boyds Mills Foundation and is a member of the Association of Nonprofit Specialists and Women In Development, New York. She resides in Hoboken, NJ and spends her free time spoiling her cat and her nephew, as well as reading, crocheting, and traveling.
To ensure participants have an opportunity to participate -
SPACE WILL BE LIMITED.
MEMBERS, REGISTER TODAY!
This event is open to WID Members only. Not a WID Member? Join or renew today at: MEMBERSHIP – WID.
Amy Harclerode’s journey to this moment is deeply rooted in service and resilience. A career fundraiser, Amy has spent over two decades building resources and partnerships to fuel missions that change lives. She is driven by the belief that the most powerful impact happens when passionate people are given the tools and support to realize their vision. Her work has always centered on connecting purpose with possibility, ensuring that communities have what they need to thrive.
Since joining HMI in 2017 as Chief Development Officer, Amy has reshaped how the organization engages with its mission — leading record-breaking fundraising campaigns, expanding mental health programming, and amplifying the voices of the young people HMI serves. In 2023, she was appointed CEO, and with the support of an amazing team, HMI has stood firm against rising hostility and funding cuts, ensuring that thousands of queer and trans youth have a safe, affirming space to call home.
Amy’s impact has been recognized across the city and state, earning her a place on the Power of Diversity: Pride 100 and as one of New York’s LGBTQ+ Power Players. In addition to her role at HMI, she Chairs the Board of GRACE, a gorilla conservation organization based in the Democratic Republic of Congo, and sits on the Board of the Hurleyville Performing Arts Center.
Throughout her career, Amy has been committed to building not just funds, but movements—connecting passionate people with the causes that inspire them. She sees fundraising as a way to empower others to create change, turning collective generosity into lasting impact. This belief continues to guide her leadership at HMI, where she works to ensure that every young person has the resources and support they need to thrive.
Rachel Maria Stuart is a New York City–based development professional specializing in fundraising for arts and cultural nonprofits. She currently serves as Philanthropy Officer at the Museum of Arts and Design, where she advances major gifts in support of the Museum’s mission and dynamic vision. Previously, she was Assistant Development Officer for Leadership Gifts at The Metropolitan Museum of Art, supporting Trustee giving and committees, and has held roles at the Solomon R. Guggenheim Museum, Signature Theatre Company, and American Conservatory Theater. She also serves as co-chair of the Programs Committee for Women In Development, New York (WID), andparticipated on the Young Professionals Task Force. Rachel earned her B.A. in Arts & Entertainment Management from Dean College, where her longtime passion for the arts deepened and set her on a path toward a career in arts philanthropy.
Tulsi Joshi is the Director of Development at Columbia Global Reports, a nonprofit publishing imprint at Columbia University's Graduate School of Journalism. A nonprofit professional with nine years of experience across the public and private sectors, she is committed to approaching philanthropy with a strategic, donor-centric mindset. Prior to Columbia Global Reports, she gained valuable development experience at Read Ahead and StoryCorps. She also serves as the Sponsorship Chair for Women In Development NYC. Tulsi holds a dual degree in Accountancy and Finance with a Spanish minor from the University of Illinois at Urbana-Champaign. In her free time, she enjoys cooking and trying new restaurants, fitness classes, and traveling.
8.5” h x 5.5” w
Pre-registration closes 12:00 p.m. May 13, 2026
Premium Tickets
Super Achiever $500
Two tickets to WoA Award Luncheon with preferred seating • Name listed on WID's WoA webpage for one year • Name listed in the event digital program and slide show • Recognized on WID's social media platforms.
Achiever $250
Name listed in the event digital program • Two ticket to WoA Award Luncheon
Standard Tickets
Early Bird Tickets ends March 13th
Young Professional & Student Member
Early Bird Rate: $75
Regular Rate: $100
WID Members
Early Bird Rate: $150
Regular Rate: $175
Non-Members
Regular Rate: $200
Friday, May 15, 2026 | 11:30 a.m. - 2:00 p.m.
9th Floor, 180 Central Park South, New York, NY 10019
Due to venue policies, WID is unable to share the venue name in writing. Please use the provided address to search and verify the venue location.
WID Workshop:
Finance for Fundraisers
Wednesday, May 27, 2026
9:00 a.m. - 10:00 a.m. | Virtual
Young Professionals & Students: $15
Members: $25 | Non-Members: $35
Registration Closes on Tuesday, May 26th at 4:00 p.m.
A Zoom link will be sent one day prior to the event.
Finance can feel like a foreign language for many fundraisers, but understanding numbers isn’t just helpful, it’s a game changer.
Joanne Curry, Head of Client Success & Principal, explores the basic accounting principles required for grant reporting, budgetary projections, and financial reconciliation. Learn about the different functions of development and finance departments and how to optimize your internal communications for better recordkeeping.
You’ll also gain insight into how development and finance teams work (and sometimes don’t work) together, and how you can bridge that gap to improve communication, accuracy, and impact.
Joanne comes to CFA with over 10 years of nonprofit experience in operations management, development, and accounting. Her career began with serving as Director of Operations and Rehearsal Assistant for two contemporary ballet companies in Missouri: Missouri Contemporary Ballet and Owen/Cox Dance Group. There, she managed operations for fundraising and donor management, communications and marketing, and performance and educational outreach programs. She then went on to work as a Certified QuickBooks ProAdvisor Accountant with Support Kansas City, providing accounting, support services, and training to nonprofits throughout Kansas City.
Joanne served as the Head of Revenue and Interim Head of Development at the McNay Art Museum in San Antonio, TX. There, she oversaw strategy for earned revenue and development, and was responsible for the database, Membership, Special Events, Visitor Services, and Museum Store. During her time at the McNay, Joanne launched a monthly membership program and developed and implemented a prospect management system.
As CFA’s Head of Client Success & Principal, Joanne leads the Client Success team, ensuring that all aspects of CFA’s client partnerships are grounded in the company’s core values of collaboration, transparency, integrity, creativity, and change.
Joanne provides CFA’s clients with counsel on campaign planning and management, prospect development and strategy, and fundraising programs. She serves as an accountability partner for clients, grounded in her expertise in mentoring development staff and team leadership coaching.
A native of Port Jefferson, New York, Joanne holds a BFA in Ballet Performance and Teaching from the University of Utah. She currently resides in New Jersey with her husband and rescue dog.
The Case of the Disappearing Donor - Reducing Donor Attrition
June 5, 2026 | 11:45 a.m. - 1:15 p.m. | Virtual
Free for Members
Members are invited to hear Susan Madon, CEO and founder of Minerva Nonprofit Management Consulting, present strategies to help you reduce donor attrition and strengthen your donor base.
In this engaging session, participants will work in small groups to discover the reasons why donors leave organizations using brief case studies. They will collaborate to identify ways to re-engage lapsed donors and develop critical skills to keep them active. Remember, a 10% improvement in donor retention equals a 200% improvement in fundraising!
Whether you're a department leader looking to strengthen your donor base, a current frontline fundraiser looking for proven strategies to engage your lapsed donors, or an aspiring gift officer eager to strengthen your skills to find success, this class is for you!
Susan Madon
Susan Madon, MBA, CFRE, is the CEO and founder of Minerva Nonprofit Management Consulting, a generalist firm that helps small to mid-sized nonprofits gain the resources they need to ensure stability. She focuses on arts, cultural, and educational organizations all around the world. Key clients include American Friends of M+ Museum in Hong Kong, The Sheen Center for Arts and Culture, Cezanne 2026 (City of Aix-en-Provence), and Social Creatives (Singapore).
From 2009–2016, Susan lived in Hong Kong, where she served as Executive Director of the Hong Kong and South China Office of Global Strategic and Global Initiatives of the University of Southern California during the university’s record-setting $6B capital campaign.
Prior to forming Minerva, she was Vice President of External Relations at the French Institute-Alliance Française in New York. Earlier assignments included leadership roles at the Archdiocese of New York, The Berkshire Museum, and the American Heart Association.
Susan holds an M.B.A. from Columbia University, a B.A. in Theatre from Jacksonville University, and maintains the Certified Fundraising Executive (CFRE) designation. She has just begun the master’s program in Museum Studies at Harvard University. She is a member of the board of the AFP-NYC Chapter, where she is the co-chair of the Committee on Directorship. She is also on the board of Champions for Quality Education. She is the author of a suspense novel on fundraising best practices entitled “The Disappearing Donor” and is on the faculty of Indiana University’s Lilly Family School of Philanthropy.
