Conference Program

Schedules: Monday | Tuesday | Wednesday

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Monday, September 30, 2013

8:00 - 9:00 am
Breakfast Conversations
9:00 - 9:30 am Conference Welcome & Presentation of Sheryl A. Blair Scholarships
9:30 - 10:45 am

Keynote Speech: Tom Ahern
Following the Path to Donor Nirvana: The 5 Realizations Approach

10:45 - 11:05 am Networking Break
11:05  - 12:05 pm

Session 1A
Newsletters: Why Most Drive Donors Away -- and Why Some Succeed Beyond Anyone's Wildest Dreams

Tom Ahern

Session 1B
Best Practices for Donor Recognition and Naming Opportunities

Christine Scully & Keri Muus

Session 1C
Talking + Teamwork = Smarter Fundraising

Erin Caitlin McVeigh, Michela D'Eramo & Rebecca DuFault

Session 1D
Creating Our Own Stewardship Pipeline

Kate Lucas & Jerisha Gordon

12:05 - 1:20 pm Lunch Conversations
1:20 - 2:20 pm

Session 2A
Stewardship Considerations for LGBTQ Donors

Rebecca Taylor

Session 2B
Donor Intelligence: Letting Donors Drive Your Messaging

Kevin Peters

Session 2C
Donor Relations during a Campaign:  If I Knew Then What I Know Now

Charlotte Troyanowski,
Joseph Donnelly, Elizabeth Middleton, Cindy Hancock & Jeff Muller

Session 2D
Effective Donor Relations: What Does That Mean?

Toni Robinson

1:20 - 2:20 pm

Session 2E
Limited to 12 attendees (FULL)

Hot Topics for Seasoned Donor Relations Leaders & Managers

Patricia Berry &
Mark Lanum

2:20 - 2:40 pm Networking Break
2:40 - 3:40 pm

Session 3A
How On-Boarding New Development Professionals Elevates the Role of Donor Relations/Stewardship

Kathy Drucquer Duff

Session 3B
Donor Engagement: How the Past Informs Our Future

Rose Dalba

Session 3C
The Live Online Giving Challenge

Lynne Wester

Session 3D
How to Reorganize, Refresh and Renew Your Fund Development Efforts to Outcomes

Lia Kampman &
Heather R. Corey  

2:40 - 3:40 pm

Session 3E (Repeat of Session 2E)
Limited to 12 attendees (
FULL)

Hot Topics for Seasoned Donor Relations Leaders & Managers

Patricia Berry &
Mark Lanum

3:40 - 4:00 pm Networking Break
4:00 - 5:00 pm

Session 4A
Transformational Corporate Engagement; Insights from Cultivating a $ 27.1M Gift

Tammy Zonker

Session 4B
Dear Angie: A Management Advice Session

Angela Joens

Session 4C
Spotlight on Top Donors: Personal and Meaningful Stewardship

Jo McCourt, Lynne Wester, Valerie Richardson & Mary Fisher

Session 4D
Making Gift Documentation Feasible and Friendly


Debbie Meyers

Dinner On Your Own
(Dine-arounds Available)


Tuesday, October 1st, 2013 

8:00 - 9:00 am Breakfast Conversations
9:00 - 9:30 am Announcements and Annual Meeting
9:30 - 10:45 am

Keynote Speaker: Elizebeth Crabtree
Driving Performance through Creativity, Innovation and Execution

10:45 - 11:05 am Networking Break
11:05 - 12:05 pm

Session 5A
The Leadership Challenge: Empowering and Inspiring Excellence

Elizabeth Crabtree

Session 5B
The Triple-Threat Event: Collaborative Events that Engage, Elevate and Deliver

Katie Lew & Lisa Aaronson

Session 5C
Volunteer Management 101

Scott McKinney & Patty Bujorian


Session 5D
Growing Giving Through Your Stewardship Program

Jeff Muller

12:05 - 1:20 pm

Lunch Conversations

1:20 - 2:20 pm

Session 6A
The Triple-Threat Event: Collaborative Events that Engage, Elevate and Deliver

Katie Lew & Lisa Aaronson

 Session 6B

Donor Advised Fund Gifts: What's Fair and What's Foul?

Jo Ann Platt

Session 6C
RISDiversity | A Community Narratives Project, a Study in the Fine Art of Storytelling

Candace Baer, Adam Mastoon, Amanda Wright & Anne Manner-McLarty

Session 6D
Creating Great Reports

Jeff Muller

2:20 - 2:40 pm Networking Break
2:40 - 3:40 pm

Session 7A
The Creating Optimal Records Everywhere ("CORE") Campaign

Anne Marie Halsey, Melody Allen McBeth & Shomari White

Session 7B
Retaining and Motivating Employees for their Best Performance

Kathy Drucquer Duff, CFRE

Session 7C
Octopus Effect: How to Build a Committee that Everyone Will Want to Join

Heather C. Diehl

Session 7D
Designing a Digital Donor Wall on a Budget
 
Rebecca Jamison, Tiffany Chiang & Ryan Cahoy

3:40 - 4:00 pm

Networking Break

4:00 - 5:00 pm

Session 8A
A Minute to Win It, In the Shark Tank, Facing the,
 Firing Line, Special Anniversary Edition with Bloopers

Mary Solomons

Session 8B
Solo Stewardship: How to Successfully Steward Donors On Your Own

Lisa Rovner

Session 8C
Building Bridges in Scholarship Administration


Scott McKinney

Session 8D
Rock Your Response Rate

Tara Carleo &
Jeannie Moody-Novak, Shelby Glenn & Julie Bostian

5:30 - 6:30 pm Networking Reception
Dinner On Your Own
(Dine-arounds available)

Wednesday, October 2nd, 2013

8:00 - 9:15 am Breakfast Conversations
9:15 - 9:30 am Announcements and Presentation of Service Awards
9:30 - 10:45 am

Keynote Speaker: Neil Steinberg
Not Your Grandfather’s Old Community Foundation!

10:45 - 11:05 am Networking Break
11:05 - 12:05 pm

Session 9A
Spotlight on Top Donors: Personal and Meaningful Stewardship

Jo McCourt, Lynne Wester, Valerie Richardson & Mary Fisher

Session 9B
A Study of Recognition and New Media at the NEWSEUM

Anne Manner-McLarty & Emily Nicholson

Session 9C
What Difference Does It Make? Tackling Measurement in Donor Relations and Stewardship

Julia Emlen

Session 9D
For the Donor Who Has it All, the One-of-a-Kind Gift that Only Your Institution Can Give
 
Nancy Rieger

12:05 - 1:20 pm Lunch Conversations
1:20 - 2:20 pm

Session 10A (repeat of session 9C)
What Difference Does It Make? Tackling Measurement in Donor Relations and Stewardship

Julia Emlen


 Session 10B
Driving Success by Thinking Beyond Functional Silos

Matt McCabe


Session 10C
What Museums Curators can teach us about Donor Stewardship

Lynn Sullivan & Gina Glacock-Broze

Session 10D
The Balancing Act: Unit Stewardship Practices in a Somewhat Centralized, Decentralized System

Marie Berry & Anne Manner-McLarty