- How do not-for-profit companies choose their banks?
- What services do not-for-profit companies need from their banker?
- What types of non-profits should be targeted?
Our panel in this podcast helps explain how bankers can turn not-for-profit accounts into profit opportunities.
Panelists
Duke Fanelli
Vice President for Local Development
AXA Equitable
Duke is responsible for multicultural marketing, corporate sponsorship activity and local support for AXA Equitables 60+ branches throughout the country. Prior to joining AXA Equitable in 1998, Duke held a variety of positions over a 15 year period at JP Morgan Chase, supporting both the business and marketing aspects of the bank's retail business. He is the co-author of "The Financial Services Marketing Handbook: Tactics and Techniques that Produce Results" and teaches a financial services marketing course at NYU.
Nancy Kieling
President & Executive Director
Princeton Area Community Foundation
During her tenure as President, AACF has grown from $300,000 in assets to over $40 million. Earlier in her career, Nancy worked as a corporate lending officer in the Communications, Entertainment & Publishing Division of the Bank of New York; and as Regional Director of Admissions for Princeton University. She is currently the Chair of the Board of Trustees of the Council of New Jersey Grantmakers, and a Trustee of the Princeton Regional Chamber of Commerce.
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| Panel listens while Nancy Kieling presents. At right are Gerry Susskind, panel moderator, and Duke Fanelli. |
Download the podcast here (79.3 mb mono MP3 file, 1:26:38 duration).
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