Build Lasting Professional Relationships with Jewish Clients

If you have Jewish clients and aim to strengthen these relationships – or would like to learn more about the Bay Area Jewish community and our philanthropy – we can help.

This is an invitation-only event and advance registration is required to attend. The program is intended for non-Jewish professional advisors.

Like you, we have built our success on providing informed counsel and making multi-generational connections. Join us for lunch and learn some basics to help you cultivate stronger relationships with your Jewish clients in a light, enjoyable way, focusing on the core values that guide our approach to giving. Gain knowledge about the Bay Area Jewish community, Jewish holidays and lifecycle events, and our philanthropic services.

This program includes lunch catered by Oren’s Hummus, complimentary parking, and a free pass to the Palo Alto JCC Fitness Center.
 

RSVP Now – Space is limited

Interests: Meetings
Date: 
May 14, 2020
TIME: 
12:00 PM - 1:30 PM
Location: 
Oshman Family Jewish Community Center, Pavilion, 2nd floor meeting room
3921 Fabian Way
Complimentary Parking
City: 
Palo Alto
Cost: 
Free

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Organized By: 
The Jewish Community Federation and Endowment Fund
Event Contact Person: 
Violetta Tutunik
415.512.8007
Speakers: 
Donna Dubinsky, Founder and CEO of Numenta and former CEO of Palm Computing and Handspring
Donna is an American business leader who played an integral role in the development of personal digital assistants (PDAs) serving as CEO of Palm, Inc. and co-founding Handspring in 1995. She co-founded Numenta in 2005, and currently serves as CEO and board chair. Donna also serves on the boards of Cortical.io, Stanford Health Care, and Twilio, and served on the board of Yale University from 2006–2018.
Michael Chertok, Director of Philanthropy and Peninsula Practice Lead, Federation Philanthropy Partners
Michael brings a unique blend of philanthropic and social entrepreneurial experience to this role. He previously served as vice president of donor experience and engagement at Silicon Valley Community Foundation.
Deborah Newbrun Founder, Get Set Go Community Adventures and Covenant Award-winning Educator
Deborah leads Jewish organizational trainings in the Bay Area and across North America. Deborah was the Director of Camp Tawonga for 25 years, is a nationally recognized Jewish educator, and was the recipient of the prestigious Covenant Award in 2018. Her work includes training Jewish communal institutions to develop cultures of safety, respect, and equity.