“Learn from the Experts: Helping Small Businesses & Nonprofits Thrive”
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“Learn from the Experts: Helping Small Businesses & Nonprofits Thrive”

By Rim Country Regional Chamber of Commerce

Overview

Kevin Dick, CEO of KDI Wealth Management, and Jennifer Perry, Vice President of Regional Impact for the Arizona Community Foundation.

Economic Forum – Tuesday, December 2, 2025

Lunch & Networking Included

Hosted by: Rim Country Regional Chamber of Commerce
Location: The Rim Club
Time: 10:00 AM to 1:30 PM
Speaker: Jennifer W. Perry, Arizona Community Foundation
Topic: “Community Capital + Business Strength: Leveraging Philanthropy & Partnerships for Regional Growth”

Jennifer W. Perry, MBA, CAP®


We are honored to welcome Jennifer Perry as a featured speaker for our upcoming Economic Forum hosted by the Rim Country Regional Chamber of Commerce.
Jennifer is Vice President of Regional Impact for the Arizona Community Foundation (ACF), where she leads the foundation’s network of regional offices across Arizona, including support for donors, nonprofits, and community impact initiatives.

With more than a decade of experience in nonprofit leadership, capital campaigns, and development consulting​, and having served as a nonprofit executive director herself, Jennifer brings a strategic perspective on how philanthropic investment, regional partnerships, and community infrastructure drive economic vitality.

Her role at ACF includes building collaborative infrastructure across regions such as Yavapai County and Northern Arizona, engaging donors and communities to align giving with lasting impact

Expect Jennifer’s insights to be highly relevant for local business leaders, chamber members, and community stakeholders who want to connect philanthropic strategies with regional economic opportunity.

Joining her is Kevin Dick, CEO and Managing Director of KDI Wealth Management, one of Arizona’s premier independent advisory firms managing more than $750 million in assets. Kevin brings a people-first perspective to wealth management, emphasizing clarity, purpose, and long-term success for families and business owners.

Together, Perry and Dick will explore how strategic giving, financial planning, and business innovation combine to create resilient communities and thriving local economies.


Why attend?

  • Gain valuable insights into how philanthropic and community foundations can play a role in local economic development.
  • Hear how businesses, nonprofits, and donors are collaborating to invest in regional infrastructure, workforce, and placemaking.
  • Learn practical strategies your business or organization can adopt, from community investment to partnership formation to regional growth initiatives.
  • Network with fellow business leaders, Chamber members, and community stakeholders in an engaging forum format.

Who should attend?

  • Business owners and executives seeking to align community investment with economic returns.
  • Nonprofit and civic leaders interested in strategic partnerships.
  • Investors, philanthropic leaders, foundation staff, and donors looking for regional impact.
  • Chamber ambassadors, committee members, and anyone committed to the prosperity of Payson and Rim Country.


Kevin Dick

Profile & Key Highlights

  • Kevin Dick is the Chief Executive Officer and Managing Director of KDI Wealth Management, an independent wealth-management firm he founded in 2005. He holds several professional designations: Accredited Investment Fiduciary (AIF®), Accredited Asset Management Specialist (AAMS®), Chartered Retirement Plans Specialist (CRPS®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®).
  • His focus areas include advanced wealth planning, wealth preservation and estate planning, business contingency planning, and investment planning.
  • Kevin founded KDI because he was dissatisfied with the “one-size-fits-all” approach he observed in large national firms. His vision: deliver a personalized, “five-star, five-diamond” service experience rooted in genuine human connection.
  • He and his team maintain a strong client-centric culture, emphasizing values like: Love People, Leave It Better Than You Found It, and Sleep-At-Night Factor.
  • The firm is recognized for excellence: for example, Kevin was listed on the 2024 Forbes “Best-In-State Wealth Advisors” list.

Learn how business, philanthropy, and financial strategy can work together to shape our community’s future!

Category: Business, Startups

Good to know

Highlights

  • 3 hours 30 minutes
  • In person

Refund Policy

Refunds up to 7 days before event

Location

The Rim Golf Club

2000 East Rim Club Drive

Payson, AZ 85541

How do you want to get there?

Organized by

Rim Country Regional Chamber of Commerce

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Hosting

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$30 – $37.81
Dec 2 · 10:00 AM MST