Ask The Experts Sessions & Speakers

Schedule at a Glance 

9:00 am - 9:45 am – Opening session
Featuring Mike Geiger, President and Chief Executive Officer of the Association of Fundraising Professionals and Kevin Foyle,  Vice President of Development and Public Affairs for The University of Texas Health Science Center at Houston (UTHealth) and Chair of the Association of Fundraising Professionals Global

9:45 am - 10:15 am – Virtual networking 

10:30 am - 11:20 am – Concurrent Breakout Session #1 

11:45 am - 12:35 pm – Concurrent Breakout Session #2

1:00 pm - 1:50 pm – Concurrent Breakout Session #3

1:50 pm - 2:00 pm – Closing Session

Earn up to 12 hours of CFRE credit by viewing all breakout content -- recorded breakouts will be provided after the event.

Session Title/ Time Presenter(s)

10:30 am - 11:20 am
Establishing a Successful Planned Giving Program

Kate McCarty, Consultant, Sterling and Sarah Thorton Lewis, Consultant, Sterling

10:30 am - 11:20 am
Words in Action: Distinguishing Your Brand to Enhance the Bottom Line

Kelli Newman, Newman & Newman, Inc.

10:30 am - 11:20 am
Community Voice in the Boardroom

Armando Orduña, Managing Director of Leadership Programs and Partnerships, Greater Houston, Latinos for Education

10:30 am - 11:20 am
You got the job! What to do your first 90 days as a team leader

Liz Bear, Development Director, Vita-Living, Inc. and Melissa Simon, Chief Executive Officer, Casa de Esperanza

11:45 am - 12:35 pm
Philanthropy during the pandemic: Key findings of the 2021 Bank of America Study of Philanthropy

Danielle Ward - Bank of America Private Bank

11:45 am - 12:35 pm
The Art and Science of Fundraising: Data-Informed Decisions for the Nonprofit Sector

Amy Lampi, BWF, Associate Vice President, featuring Josh Birkholz, CEO, BWF

11:45 am - 12:35 pm
A Tale of Two Virtual Campaigns

Ann Wolford, President of The Wolford Group and Brooke Baugh, Development Consultant, The Wolford Group

 11:45 am – 12:35 pm
Fundraising Reimagined

Robin Susman - YES Prep Public Schools

1:00 pm - 1:50 pm
Capital Campaign Success

Dawn Blitz, Dawn Blitz Consulting

1:00 pm - 1:50 pm
Unlock New Sources of Funding—Stock Donations

Steve Latham, Donate Stock

1:00 pm - 1:50 pm
Translating and Leveraging Information: Data to Dollars

Nicole McWhorter, Vice President of Community Philanthropy at YMCA of Greater Houston

1:00 pm - 1:50 pm
Surviving the Perfect Storm: How One Nonprofit Flourished During Uncertainty

Brenda Sykes, Interim President & CEO, Bay Area Turning Point, Kat Clemons, Development Director, Bay Area Turning Point,Sara Wise, Managing Consultant, Mission Advancement, and Juliana Williams, Consultant, Mission Advancement

 

Ask The Experts Session Descriptions

10:30am - 11:20am
Establishing a Successful Planned Giving ProgramDawn Blitz, Dawn Blitz Consulting
Kate McCarty, Consultant, Sterling and Sarah Thorton Lewis, Consultant, Sterling

In this session, attendees will learn how to assess if their organization is ready to launch a planned giving program as well as explore the components of a successful planned giving program. Topics will focus on organizational investment, prospect identification, gift designation, donor cultivation, solicitation and stewardship.  This session is ideal for fundraising professionals at all levels from organizations of any size who are considering or planning to establish a planned giving program.

10:30am - 11:20am
Words in Action: Distinguishing Your Brand to Enhance the Bottom Line
Kelli Newman, Newman & Newman, Inc.

Bringing words to life through compelling experiences is a powerful strategy for distinguishing your nonprofit from others. Authenticity is key. When messages an organization uses to describe itself don’t line up with what donors, clients, volunteers and staff actually experience, the risk is a betrayal of trust that directly impacts the bottom line and is very difficult to repair. Putting your nonprofit’s words into action begins with formulating messages that effectively convey its unique purpose, values and culture, then translating words on the page into experiences that differentiate your brand for greater success. Participants who attend this session can expect to gain a better understanding of the value of tailored messaging that effectively articulates an organization’s unique essence. In this session attendees will also learn about the importance of protecting and building trust through elimination of communication inconsistencies that jeopardize an organization’s success, as well as the benefits of greater brand distinction through creation of experience points that put words into action. 

10:30am - 11:20am
Community Voice in the Boardroom
Armando Orduña, Managing Director of Leadership Programs and Partnerships, Greater Houston, Latinos for Education

Nonprofits are founded with the purpose of closing critical gaps of service in our communities. Mission statements are crafted to guide the work. Programming and services are designed to be responsive to community needs. Yet what happens when those crafting the missions and designing the programs are not from the communities with which they hope to effect change? Join us as we reimagine what community investment looks like when it is guided by the community and discuss the tie-ins between diversification efforts across the spectrum of an organization and the realities of fundraising.

10:30am - 11:20am
You got the job! What to do your first 90 days as a team leader
Liz Bear, Development Director, Vita-Living, Inc. and Melissa Simon, Chief Executive Officer, Casa de Esperanza

This session will equip new development managers with a plan for the first 90 days in their role as a fund development team leader. Attendees will leave with specific tools to use during this critical phase in their new position. You will learn how to use appreciative inquiry to understand relationships, organizational culture, mission, and objectives before making a single move. You will also learn how to build rapport with your team, boss, board, other departments, and fellow leaders; how to demonstrate appropriate vulnerability to build trust inter- and intra-team; and how to prioritize your first 90 days.

11:45am - 12:35pm
Philanthropy during the pandemic: Key findings of the 2021 Bank of America Study of Philanthropy
Danielle Ward - Bank of America Private Bank 

Attendees in this session will receive an in-depth review of the preliminary findings from the 2021 Bank of America Study of Philanthropy which shows that affluent Americans increased their philanthropic efforts during the pandemic. Join Danielle Ward of Bank of America in an exploration of where, how and why these households expanded their giving during the crisis. Attendees will learn where affluent Americans focus their philanthropy, how their giving changed during the pandemic, and about the projected future giving plans of these households.

11:45am - 12:35pm
The Art and Science of Fundraising: Data-Informed Decisions for the Nonprofit Sector
Amy Lampi, BWF, Associate Vice President

As fundraisers, we gather an inordinate amount of data. The challenge is knowing how to use it effectively. Join your development colleagues for an informative session that will help you build a data-driven culture for your organization. In this session, you will learn how to use data to make decisions about fundraising. Topics will include innovative engagement and connection scoring for prospective donors, major giving analytics and other data-supported strategies. Learn how the science of fundraising can inform the art of cultivating and soliciting your donors.

11:45am - 12:35pm
A Tale of Two Virtual Campaigns
Ann Wolford, President of The Wolford Group and Brooke Baugh, Development Consultant, The Wolford Group

In attending this session you will hear case studies on how the presenters pivoted two longstanding events to be successful in the virtual world.  You will leave with a better understanding of the benefits of shifting a live event to an online giving campaign, how to convert a live event into the virtual space, and having the software support to be successful.

11:45am - 12:35pm
Fundraising Reimagined
Robin Susman, YES Prep Public Schools

Fundraisers do their best work in-person, face to face. After all, our work is all about relationships. The pandemic forced us to reimagine how we raise money. The session will focus on shifting a fundraising program to behind the screen while keeping it meaningful and engaging. 

1:00pm - 1:50pm
Capital Campaign Success
Dawn Blitz, Dawn Blitz Consulting

This session will include a detailed overview of what it takes to launch a successful capital campaign, including campaign readiness, creating a case for support and other campaign materials, forming a committee and securing lead gifts, campaign timing and properly stewarding donors

1:00pm - 1:50pm
Unlock New Sources of Funding—Stock Donations
Steve Latham, Donate Stock

Stocks represent billions in untapped funding for nonprofits. With markets at an all-time high and in-person fundraisers still uncertain, stock offers security and opportunity for nonprofits of all sizes. It’s the perfect time to promote stock gifting to amplify your fall fundraising efforts, learn more in this session.

1:00pm - 1:50pm
Translating and Leveraging Information:  Data to Dollars
Nicole McWhorter, Senior Consultant, Dini Spheris

So much data! How do I use it? Where do I use it? What can it tell me? How do I design portfolios? This session will answer those questions and more. We’ll help you translate your organization’s data into Actionable Intelligence and, ultimately, dollars to advance your mission. We’ll take a look at systems and strategies to take your fundraising to the next level and ensure that you’re leveraging ALL of the information from engagement to program data.   Topics to be covered include: metrics and portfolio design, data management, mining and basic analytics.

1:00pm - 1:50pm
Surviving the Perfect Storm: How One Nonprofit Flourished During Uncertainty
Brenda Sykes, Interim President & CEO, Bay Area Turning Point, Kat Clemons, Development Director, Bay Area Turning Point,Sara Wise, Managing Consultant, Mission Advancement, and Juliana Williams, Consultant, Mission Advancement

Many nonprofits found themselves facing unprecedented challenges during 2020 but likely none more than Bay Area Turning Point (BATP), a crisis intervention center and shelter serving survivors of family violence and sexual assault. Faced with increased demand for services, BATP was also challenged with leadership turnover and a small team new to the development profession. With guidance from Mission Advancement, BATP was able to train their staff and leadership, pivot to virtual donor engagement, and foster a culture based on building and strengthening relationships with donors. During this session, attendees will learn how an intentional focus on relationship-based fundraising principles allowed BATP to increase philanthropy revenue by 30% and continue to thrive in the midst of uncertainty.

 

 

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