Suni Harford - The Ridgefield Philanthropic Youth Council

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Philanthropic Youth Council Agenda
Tuesday, October 23, 2012, 7:00-8:30
Ridgefield Boys’ and Girls’ Club
Snacks: Steven
Drinks: Sarah
Tardy: Riley
Absent: Michael, Stephanie, and Cole
1. Guest Speaker: Suni Harford
a. See bio on second page: READ THIS BEFORE THE MEETING
b. Prepare 1-3 questions to ask Ms. Harford
c. Follow up after she leaves
d. Notes on Ms. Harford
i. Grew up in Ridgefield
ii. Been at Citi group for 20 years, in the business for 30 years
iii. Take math in college!
iv. Brings in 500 new college kids per year
v. We should not act entitled, (even though that it how our
generation is labeled.)
vi. Think more outside the box in order to make a difference.
vii. You can always find a way to make a difference, no matter
who you are, or where you are in life
viii. Many big corporations look to give back
ix. Gives away 100,000s of dollars.
x. Philanthropy is becoming an “endangered species”, $ is
becoming tight.
xi. They regenerate poor neighborhoods.
xii. Community thrives  company thrives  shareholders
drive
xiii. Many financial education programs
xiv. Helps a lot with newly returning veterans.
xv. Microfinance- loans to individuals (especially women) in
emerging countries, to help get them up on their feet.
xvi. Not easy to be creative and flexible in such a big company,
but you must find your own way to do it.
xvii. Before taking a job at a company, look into their
philanthropic interests.
xviii. Employee initiatives- community service days,
xix. Worked to benefit the widow and orphan fund of the victims
of 9/11, raised 490,00 $ in one week.
xx. Raised 500,000 in 2 weeks for wounded warriors fund.
xxi. Can be good for “team building” amongst a company.
xxii. Boosted morale, overall better feel.
xxiii. Worked with Calvert group
xxiv. Helped create the Women’s Initiative.
xxv. Had a matching program that has taken a blow due to the
economic status.
xxvi. www.Citi.net/volunteers
xxvii. Did she face sexism? Not at Citi. Thank goodness! Football
conflict. Be creative: camerawoman.
xxviii. Wall street: you eat what you kill. Everyone is good at his or
her job. Much more transparent than other
occupations/world.
xxix. A company with a diverse work group will function and
thrive better.
xxx. As a head of a team, you must be able to manage all different
types of personalities, and backgrounds.
xxxi. The work world has become much more diverse.
xxxii. One of the key reasons that Citi pulled through the economic
crisis was their coming together as a team, and doing much
philanthropic work.
xxxiii. Family life can take a blow from being so involved with work
and personal philanthropic motivations.
xxxiv. By involving philanthropy in her job, she gets paid to reach
out and help, as she personally wants to.
xxxv. Try to find a way to incorporate multiple things into your
life
xxxvi. The trick to getting a job is to getting an interview.
NETWORK! NETWORK! NETWORK!
xxxvii. Arrogance is super bad. Read the paper that day!
xxxviii. Find someone who works where you want to work, do your
homework. Know the daily price of gas, favorite type of book,
etc. Make the person like you/click with you.
xxxix. Personal contact. Find a way in. Be prepared. Do not be
arrogant.
xl. Involve as many people as possible in a philanthropic event.
xli. Get the word out! Fire people up!
2. Fundraisers
a. Holiday Stroll/Tree lighting
i. Sarah will contact Carnell/Ridgefield Insurance
b. Holiday Wreaths
i. Do we want to do Flamingos again?
ii. Come up with ideas for a new theme, if we want to do a new
one.
3. 5-10 minutes to break out into fundraising groups again to catch up on
research/ tie up lose strings
4. Fundraiser presentations 10 minutes each
a. Time for questions etc.
b. Date Auction
i. Dec. 15th
ii. Target audience: high school frosh-seniors
iii. 3-5 frosh 3-5 soph, 5-7 Jr 7-10 sr.
iv. Draw 100-300 ppl
v. $5 per admission, + bidding $. Start bidding at $5.
vi. Hold at boys and girls club.
vii. Talk to the playhouse???
viii. Talk to Rec Center?
ix. High School?
x. Yanity?
c. Dimitris/Piccolos/Peachwave/Race
i. Dimitris and Piccolos- yes!
ii.
iii.
iv.
v.
Email Piccolos a poster with a date
Dimitris want to talk in person. (Cole)
Selling merchandise at races
Kids triathlons, RLAM, Boston Build up, Turkey Trot, where
the wild things run etc.
vi. Triathlons, turkey trot RLAM
vii. Make stencils $52
viii. Only 17 posters sold to break even. 4-5 $ per poster.
ix. $150 for stickers?
x. Still need to contact event coordinators and find out most
dates.
xi. Variety of personalized and premade.
xii. The rest will be discussed via email
d. Dances
i. 8th grade
ii. Frosh and soph
iii. Dec 15th? Probably not if the date auction
iv. Feb 9th for middle school dance?
v. DJ- $75 for the night.
vi. Tickets- $45 per 300 tickets.
vii. $30 snacks
viii. $50 for decorations
ix. $200 for police (high school)
x. Breathalyzers needed for high schoolers
xi. 650/700 total cost
xii. Very profitable, easy set up.
xiii. 8th grade- marketing issue? Do we know enough 8th graders?
xiv. 8th grade dance? A good introduction to the PYC
5. Vote for fundraisers
a. Book dates for events
6. Last minute questions or concerns
*DRESS WELL: this is a reminder since it’s our first guest speaker
* COME ON TIME: it is awkward and rude if you’re late for our speaker
Suni Harford
Managing Director
Regional Head of Markets
North America Citi
Suni Harford is a Managing Director and Citigroup's Regional Head of Markets for North
America. In this capacity, Suni oversees the North American sales, trading, and origination
businesses of Citi's premium securities and banking franchise. Additionally, Suni chairs the
division's Diversity Committee and is the co-chair of the Markets Recruiting Steering
Committee.
Prior to this assignment, Suni was Citi's Global Head of Fixed Income Strategy and
Analysis, where she was responsible for Citigroup's credit analytics, Research Strategy and
Fixed Income Quantitative Research efforts globally. She also manages Citi's premier fixed
income analytics platform, The Yield Book. Ms. Harford served as the Head of Citi's FIG
Fixed Income Capital Markets Group from 1995-2004, responsible for capital markets
origination of financial institutions.
Ms. Harford joined Salomon Brothers in January 1993, after five years with Merrill Lynch &
Co. where she was a Vice President in Investment Banking. She joined Merrill upon
graduation from the Amos Tuck School of Business at Dartmouth College, where she
received her MBA in 1988. Prior to business school, Ms. Harford was an actuary at
Insurance Services Office, Inc.
Suni received her Bachelor of Science degree from Denison University, where she majored
in physics and math. Suni lives in New York City with her husband and three children:
Devon, Jenna and Liam. She is on the MBA Advisory Board at the Tuck School, and has
served on the Board of Trustees of John Cabot University in Rome, Italy.
Here is also an interesting article about her that shows a little bit more about her
personality. Although neither talk about her philanthropy, she is planning on sharing alot
about what Citi group does for the community during her visit.
http://www.fortefoundation.org/site/PageServer?pagename=feature_rw_wol_harford
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