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Cornerstone Unplugged

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Episode 7: Chris Knife, Executive Director of the College of Central Florida Foundation 



February 19,  2021


In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Chris Knife, Executive Director of the College of Central Florida Foundation, and JP Cavaliere, Senior Consultant.  The College of Central Florida is located in Ocala, Florida and the Foundation has grown to total assets of $112 million.  We discuss with Chris the Foundation's latest successful campaign, building and cultivating donor relationships and positives that have emerged from the COVID-19 pandemic.  Chris Knife, Executive Director: knifec@cf.edu.  JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: jcavaliere@cornerstone-companies.com Click here for a complete list and review of our disclaimers.





Chris Knife, Executive Director of the College of Central Florida Foundation: knifec@cf.edu
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management:
jcavaliere@cornerstone-companies.com

Click here for a complete list and review of our disclaimers 

 





Episode 6: Christine Donnelly, VP of Finance and Administration at the National Constitution Center



December 17,  2020


In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Christine Donnelly, VP of Finance and Administration at the National Constitution Center, and JP Cavaliere, Senior Consultant.  In our chat with Christine, we discuss the adjustments the National Constitution Center has had to face during the pandemic and the success the organization has had moving the learning experience online.  Christine gives some insight into her highly visible board and the impact they have had on the growth of the museum 





Christine Donnelly, VP of Finance and Administration: donnelly@constitutioncenter.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management:
jcavaliere@cornerstone-companies.com

Click here for a complete list and review of our disclaimers 

 



Episode 5: John Hicks, CFRE, Principal and Founder of DLBHICKS, LLC



November 10, 2020


In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between John Hicks, CFRE, Principal and Founder of DLBHICKS, LLC and JP Cavaliere, Senior Consultant.  In our discussion with John, we get into how nonprofits are fundraising and engaging donors during this COVID environment and what commonalities exist among successful fundraising organizations.  John also gives his views on how nonprofits will evolve after COVID and the positives that have emerged in this unique environment. 





John Hicks, CFRE, Principal and Founder of DLBHICKS, LLC: john@dlbhicks.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management:
jcavaliere@cornerstone-companies.com

Click here for a complete list and review of our disclaimers 

 
 

 

Episode 4: Bill Shepard, Vice President of Advancement and Executive Director of the Eastern Michigan University Foundation



September 16, 2020


In this episode, Cornerstone Advisors Asset Management, LLC, features a conversation between Bill Shepard, Vice President for Advancement and Executive Director at the Eastern Michigan University Foundation and JP Cavaliere, Senior Consultant.  Listen in on our discussion as Bill discusses how the foundation transitioned to WFH and the adjustments made to engaging donors.  Bill describes the impact the Foundation has had on students during the COVID-19 pandemic, some positive developments, and exciting news regarding a recent gift.





Bill Shepard, VP for Advancement and Executive Director, Eastern Michigan University Foundation: bill.shepard@emich.edu
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management:
jcavaliere@cornerstone-companies.com


 


Episode 3: Chris Ringkamp, President/CEO of the Independent Catholic Foundation


August 19, 2020

 
In this episode, Cornerstone Advisors Asset Management, LLC, is excited to feature a conversation between Chris Ringkamp, President/CEO of the Independent Catholic Foundation and JP Cavaliere, Senior Consultant.  Listen in on our conversation as Chris discusses the role of the foundation in the Altoona-Johnstown area of Pennsylvania and how it has grown in assets and focus since its inception in 1990. We talk about changes to the foundation and its impact in the community during this COVID pandemic and Chris gives us some insight into his life lessons and the ones he holds valuable to this day.

Chris Ringkamp, President/CEO, Independent Catholic Foundation:
chris@icfdaj.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management:
jcavaliere@cornerstone-companies.com
 


Episode 2: Rebecca Delia, Senior Vice President, Financial S&Lutions

 


June 10, 2020

In this episode, Cornerstone Advisors Asset Management, LLC, is pleased to feature a conversation between Rebecca Delia, SVP at Financial S&Lutions, a Stevens & Lee / Griffin Company and JP Cavaliere, Senior Consultant.  Listen in on our conversation as Becky discusses the current landscape of the higher education market and how many universities and colleges are addressing the COVID-19 pandemic. Becky has great experience advising colleges and universities in executing capital raises, debt raises, sale/leaseback transactions and derivative products.  She is also a Board of Trustee member at Salus University in Philadelphia, PA which provides her another lens into the operations and issues facing higher education today.


Rebecca Delia, SVP, Financial S&Lutions: rcd@fsandl.com
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: 
jcavaliere@cornerstone-companies.com

Episode 1: Luis Leon, CFO, Community Foundation of the Ozarks

 


May 18, 2020

In this episode, Cornerstone Advisors Asset Management, LLC, is pleased to feature a conversation between Luis Leon, CFO, at the Community Foundation of the Ozarks located in Springfield, MO and JP Cavaliere, Senior Consultant. Listen in on our conversation as Leon reflects on his journey from Peru, to southwest Florida and now to Springfield, MO. He also discusses the impact and the adjustments the Foundation has had to make in relation to COVID-19, his excitement about the future of the Foundation, and the influence it can have on southwest Missouri. We hope you can utilize and share our insights with your local community and organization.

Luis Leon, CFO of Community Foundation of the Ozarks: 
lleon@cfozarks.org
JP Cavaliere, Senior Consultant, Cornerstone Advisors Asset Management: 
jcavaliere@cornerstone-companies.com

 

 
 
 
 
This material (Cornerstone Unplugged podcasts) is prepared by Cornerstone Advisors Asset Management, LLC (“Cornerstone”) and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date in the podcast description and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Cornerstone to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Cornerstone, its officers, employees or agents. This material may contain ‘forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
 
Any accounting or tax advice contained in this communication is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.
 
The information is provided solely for informational purposes and therefore should not be considered an offer to buy or sell a security. Except as otherwise required by law, Cornerstone shall not be responsible for any trading decisions or damages or other losses resulting from this information, data, analyses or opinions or their use. Please read any prospectus carefully before investing.