Conference Program

Schedules: Wednesday | Thursday | Friday

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CONFERENCE IS NOW SOLD OUT

 

Wednesday, September 19, 2012

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

Keynote Speech: Transformational (not Transactional) Philanthropy

Lisa M. Dietlin

Sponsored by: 1157 Design Concepts

10:45 - 11:05 am Networking Break

11:05 am - 12:05 pm

Session 1A
Stewarding the Gift, Stewarding the Donor:  How Gift Officers and Stewardship Professionals can Foster Lasting Donor Relationships

Marilyn Foster Kirk, CFRE, Kristin Hughes, CFRE,  Elizabeth L. Middleton and Jamie Phillippe, CFRE

Session 1B
From Diapers to Depends... Cultivating and Stewarding Young Philanthropists

Jennifer Johnson, CFRE

Session 1C
Beyond Cat Herding: The Power of a Donor Relations & Stewardship Working Group in a Large Institution

Lynsey Buerer and
Corinne Cramer

Session 1D
Stewardship Today: Managing and Exceeding Expectations

Susan Rankin and
Carole Stinson

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

Session 2A
Creative Stewardship: Nuts and Bolts of Developing and Implementing a Stewardship Plan

Vicki Carew and Anne Manner-McLarty

Session 2B
The Art of the Narrative: Compelling Reports tell Donors a Fuller Story

Erin Caitlin McVeigh

Session 2C
From Conception to CASE Award: Rebranding Your Leading Giving Society into an Impressive Value-Added Service

Cindy Belknap and Kristin Bird

Session 2D
Power of Partnerships: Engaging Administrators

Samantha Levine

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

Session 3A
Donors are Prospects Too

Ashleigh Manktelo

Session 3B
Strategic Stewardship: Cross-Channel Stewardship that Scales

Allison Lewis Lodhi

Session 6B
Endowment Fund: Reporting Big and Small, First-Timer and Pro!

Corinne A. Cramer

Session 3D
Leveraging the Web & Social Media for Donor Recognition

Brandon Phipps

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

Session 4A
Savvy Socializing: How to Advance Your Institution and Yourself

Merrilyn Lewis

Session 4B
No Fund Left Behind: Five Simple Steps to Systematize Current Use Reporting

Julie Bostian

Session 4C
Recognizing Lifetime Giving Without Providing a Lifetime of Benefits

Angela Oonk

 

Session 4D
Demonstrating Donor Impact in 60 Seconds or Less

Cheryl Lintner and
Nichole Farella

5:30 - 6:30 pm Networking Reception
Sponsored by: Presentation Design Group
  Dinner On Your Own
(Dine-arounds Available)

 

Thursday, September 20, 2012

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

Keynote Speaker: A Place at the Table for Donor Relations

Penelepe C. Hunt

Sponsored by: Academic Works

10:45 - 11:05 am Networking Break
Sponsored by: Honorcraft Incorporated
11:05 am - 12:05 pm

 

Session 5A
Misteaks, Mishaps, and Moving On

 

Pam Havens and Debbie Meyers

 

 

Session 5B
Online Donor Portals: Why Would You, Why Wouldn’t You (A “Birds of a Feather” Session)

 

Mark Lanum and
Nancy McKinney

Sponsored by: Heurista

 

 

Session 5C
What Your Board Members Really Need to Know about their Fiduciary, Fundraising and Advocacy Responsibilities and How to Communicate it to Them

 

Alan Pearson

 

 

 

Session 5D
A Minute to Win It, In the Shark Tank, Facing the Firing Line, The Sequel

 

Mary Solomons

 

12:05 - 1:20 pm

Lunch Conversations

1:20 - 2:20 pm

Session 6A
Making the Most of a Major Milestone: Leveraging Your Facility Opening to Steward and Cultivate Donors

 

Lisa Aaronson and Sarah Finnegan

Sponsored by: 1157 Design Concepts

 

 Session 6B
Endowment Fund: Reporting Big and Small, First-Timer and Pro!

Corinne A. Cramer

Session 6C
How the Role of Donor Relations Professionals Changes During a Campaign

Carrie Dahlquist

 

Session 6D
Stewarding Your Staff: Retention Strategies for Top Talent

Danielle Churilla and Jeri Marcello

 

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

 

Session 7A
Engage, Empower, Excite: How to Connect Your Donors to Grateful Patients

 

Maggie Brennan

 

Session 7B
The Performance Appraisal Discussion

Krista Campbell

 

Session 7C
"So You Think You Want a Donor Wall..."

 

Nichole Farella and
Katie Kutney


Sponsored by: 1157 Design Concepts

Session 7D
Making Finance Work for You - Understanding the Finance Side of Stewardship
 
Matt Pretka and
Chris Watkins

3:40 - 4:00 pm

Networking Break

4:00 - 5:00 pm

 

Session 8A
Making Events Matter:
A S.M.A.R.T. Events Strategy

 

Sarah Gould-Stotts

 

 

Session 8B
Trends in Donor Reporting: A Look at the Top 20 Institutions

 

Katherine Lane

 

 

Session 8C
Getting to Next Practices: A Reflection and Suggestions Concerning Scholarship Stewardship

 

Julia Emlen

 

 

Session 8D
Does Your Phone Weigh 500 lbs? Strategies, Techniques and Time-Saving Tips for Phoning Your Donors

 

Samantha Laprade

 

  Dinner On Your Own
(Dine-arounds available)

 

Friday, September 21, 2012

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

Plenary Session:

Donor Panel
A panel of local area donors will discuss the motivations behind their philanthropy, why they contribute to the programs that they do, and what they expect, or don't expect, in return for their support. There will be an opportunity for audience members to ask questions of the panel, as well.

Moderator:
Allison Lewis Lodhi, CFRE
Vice President, Consulting
Pursuant, Inc.

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

 

Session 9A
Building A Culture of Stewardship – How a Fundraising Shop Went from No Frills to Thrills

 

Sara Becker

 

 

Session 9B
Philanthropy 101:Teaching Students to be Engaged Now and Beyond

Noelle Badertscher and Niccole Atwell

 

 

Session 9C
Do It Write: Creating Substance and Style for Your Acknowledgment Letters

 

Matt Engelhardt,
Marie Gibbons and Lori Green

 

 

Session 9D
Everything I Need to Know About Fundraising Success I Learned In Donor Relations

 
Lisa Honan and Kay Coughlin

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

Session 10A
Engaging, Educating, and Inspiring Your Donors Through Special Events of all Sizes

Martha Hanson

 

 Session 10B
Sensational Stewardship by Students at the University of Michigan Law School: The Student Thank-a-Thon Nacho Extravaganza

Paul R. Schwankl and
Alexandra Haddad

Session 10C
Correspondence Clinic

Matt Engelhardt,
Marie Gibbons and Lori Green

 

Session 10D
Building An Interactive Donor Recognition Wall a la Carte

Nancy Malaczewski and
Bob Rickards

 

2:20 - 3:20 pm Networking Session

 



Full participation in - 9th Annual International Conference - is applicable for - up to 13.75 credit hours - in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.