2014 ADRP Central Ohio Regional Conference
"Tell Impactful Stories"

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Detailed Agenda and Session Details


8:00 - 9:00 AM 

Newcomer's Session 

Join seasoned donor relations practitioners for a crash course in “must-know” donor relations basics. Come prepared to ask your burning questions and build a network of colleagues who share your issues and concerns. No additional fee to attend but registration is very limited. Spaces will be filled on a first-come, first-served basis.

9:15 - 10:45 AM 

Lori Overmyer
Vice President
Geottler & Associates

Welcome and Keynote Speaker - "Seize the Story: Taking Command of Your Organization's Emotional Touchpoints"

Storytelling for your organization should not be an accidental process. Stories must be deliberately planned and managed to fully leverage their inherent power to motivate and inspire. They are crucial to forging lifelong relationships between donors and organizations. Yet many times nonprofits fail to utilize stories effectively, often because colleagues cannot agree on how, why, or when to tell the story - or, in many cases, they fail to collect the information altogether. Lori Overmyer will lead an engaging discussion about learning to collect, craft and control your stories, and engaging others in your organization to support your efforts.

Lori Hunter Overmyer, MBA, CFRE, has more than 25 years of professional fund-raising experience with a focus on the arts, and social and human service organizations.  Her expertise in implementing annual and capital fund-raising plans, strategic analysis, major donor solicitation, and establishing development procedures to maximize effective operations and communications. A consultant with Goettler Associates, Inc. since 2005, she has lent her knowledge of marketing research, proposal writing, personal donor cultivation, recognition strategies and volunteer leadership to some of the Columbus, Ohio’s most successful capital campaigns, many of which exceeded their original fund-raising goal by millions of dollars.

10:45 - 11: 00 AM  Break 

11:00 - 11:50 AM

Lori Overmyer
Vice President
Geottler & Associates


Steven Moore
Associate Director of Donor Services & Development
The Columbus Foundation
Stewardship and Planned Giving

Breakout Session #1 

"Using Data to Amplify Your Story"

Used well, data makes your stories more powerful. Lori Overmyer will share ways to use your data as an effective engagement tool.

"Don’t Let Planned Giving Professionals Have All the Fun"

Stewarding planned-gift donors and planned gift prospects has both challenges and opportunities. You don’t have to be an attorney to work with planned gift donors and prospects. Join Steven Moore to learn pragmatic approaches to sustaining positive relationships and develop thoughtful interactions that add value to your organization’s work.

Steven focuses on working with donors and their professional advisors to identify their charitable goals through current and planned gifts to The Columbus Foundation.  Additionally, he plays a lead role in supporting and growing organization endowment funds and philanthropic activities beyond central Ohio. Steven serves as a liaison to the Pickaway County Community Foundation, the Dublin Foundation, and other regional community foundations.

Prior to his current position, he served as grants administrator for Huckleberry House, Inc. and was associate director of foundation relations at The Ohio State University. From 1997-1999 he was a community research and grants management officer for The Columbus Foundation.  Steven has been active in many professional and volunteer organizations. He has served as a board member of the Ohio 4-H Foundation and as a commissioner for the Ohio Commission for Dispute Resolution and Conflict Management. Steven currently serves on committees for the Wexner Center for the Arts and the John Glenn School of Public Affairs. He is a member of the Tri-County Estate Planning Council, the Central Ohio Planned Giving Council, and the Association of Fundraising Professionals. Steven holds a bachelor of arts from Hampton University and a master in public administration from The Ohio State University.

12:00 - 1:00 PM Lunch with opportunities for networking/topic tables 
1:00 - 1:30 PM Breakout opportunities

Josh Fitzwater, Director of Digital Strategy & Accounts, Cement Marketing
"Fostering Affinity into Action: Cultivating Donor Relations & Stewardship through a Visual Narrative"

Your college or university's audience has evolved. Have you? Alumni and closely affiliated constituents expect content that connects their emotions to your cause in a stimulating, engaging way. This is content 2.0 and it's formed by tapping into your user's sentiments and leveraging them into an actionable result. This talk will focus on creating a roadmap to combine visual storytelling with institutional donor goals told through user-generated content and letting go of "control." Don't worry, it's not as scary as you'd think.

As a big-picture-thinker and a total content junkie, Josh oversees the creative development of Cement Marketing projects to ensure that innovation meets practicality for all clients--national and regional. With a background that spans leading the strategic development of online marketing for major colleges and  universities to action-oriented messaging and copy development for print, online and television, he guides each project from creative to completion.

Josh holds a master's in marketing and communication and has spoken at
multiple national conferences on topics such as social media marketing
and late-millennial digital consumerism.
  Steven Moore, tour of The Columbus Foundation 

1:40 - 2:30 PM

Christy Farnbauch
Strategic Links, LLC

Speaker #2 

“Telling to Win: The Power of Compelling Stories”

Crafting and leveraging purposeful stories is the best way to persuade and motivate people to action. This interactive workshop will highlight ways to design impactful stories to take your work with donors to the next level.

 Christy Farnbauch is an experienced organizational and community engagement strategist. Christy has extensive training in ways to broaden, deepen, and diversify engagement from a wide range of audiences, including board members, donors, and volunteers. She facilitates planning conversations, designs training materials, and teaches workshops for organizations across the country and internationally.

A nonprofit leader for more than 25 years, Christy served Ohio's nonprofit arts and cultural organizations through her work at the Ohio Arts Council (OAC) between 1991 and 2004, where she developed extensive insight into recognizing, creating and communicating the public value of nonprofit arts organizations through The Wallace Foundation's START Executive Leadership Program. As the Business and Community Partnership Coordinator for Hilliard City Schools, Ohio’s eighth largest school district, she managed the planning, implementation, and evaluation of partnerships with businesses and community organizations in support of the district’s educational goals. Christy is past-president of the Ohio Alliance for Arts Education and the Hilliard Education Foundation.

2:40 - 3:30 PM

Lisa Rovner











Catherine Fynes, Senior Consultant, Benefactor Group

Erin Scott, Consultant, Director of Project Management, Benefactor Group

Breakout Session #2 

"Solo Stewardship: How to Successfully Steward Donors on your Own"

If your role at your nonprofit includes not only Donor Stewardship, but also the annual fund and planned giving, this session will show you how you can effectively engage donors while you juggle numerous priorities and constantly change hats throughout the day.  Join this interactive presentation to learn how you can find creative ways to increase personalization and implement an outstanding stewardship program, all within a part-time schedule.

Lisa Rovner has worked in advancement for more than 15 years, and in  donor relations for ten. She began her career in arts administration and fundraising, and shifted her focus to stewardship while working at the Ohio State University Medical Center. She currently oversees Donor Relations and Stewardship for BalletMet Columbus, a regional dance company.  Her work involves creating and implementing high-touch stewardship plans for major individual and corporate donors, managing the Annual Fund campaign, and partnering with the entire Development team on planned giving, benefit events, and special giving campaigns.

"Capture Donor Passion: Increase Funds for Your Mission"

Do you know why your donor is passionate about your organization? Do they have a personal story connecting them to your mission or an experience that draws them to your programming? How can you capture that passion and use it as fuel to make a meaningful impact in your organization? This interactive session will share the different ways you can identify these stories and turn them into a messaging tool for you and your organization. The session will conclude with a five minute story based on the clues discovered by session participants.

Catherine Fynes, Senior Consultant, joined Benefactor Group in 2008 bringing with her nearly 25 years of experience in not-for-profit professional and volunteer management, fundraising, marketing, and media relations with human service and youth organizations. Since joining Benefactor Group, she has provided counsel to eight capital campaigns; conducted feasibility studies for 13 organizations; co-facilitated eight strategic planning/governance workshops; conducted development assessments and created three-year fundraising plans for 16 organizations; assisted with executive recruitment, and has served as interim vice president of development for two not-for-profit organizations in the Columbus area.

Catherine served in executive and management roles with the Boys & Girls Clubs in Toledo and Columbus for 10 years. While the director of resource development for Boys & Girls Clubs of Toledo, she coached and mentored a young woman, Mieasha, who became the National Youth of the Year for Boys & Girls Clubs of America in 2003.  Catherine worked with Mieasha to refine and tell her remarkable story at the annual Congressional Breakfast in Washington, DC, on several national television and radio talk shows, overseas during appearances with Retired General Colin Powell, and in intimate settings with donors. Together, they have told Mieasha’s story to thousands of people—from one-on-one meetings to rooms filled with 2,000 people. Today, Mieasha is in her third year of medical residency at a hospital in Columbus.

Prior to her work with Boys & Girls Clubs, Catherine also directed fundraising and marketing activities for Girl Scouts, YWCA Toledo, and the Cystic Fibrosis Foundation of Northwestern Ohio. She has served on several not-for-profit boards and committees including past president of Association of Fundraising Professionals (AFP) in northwest Ohio and Leadership Toledo. She has received numerous citations for her work in the community and with youth.  Currently, Catherine is chair of the Central Ohio AFP Mentoring Program.

Erin Scott is a consultant and the director of project management at Benefactor Group. She brings a variety of fundraising and nonprofit consulting experience to the firm. From developing the online philanthropic marketplace of a community foundation to leading the fundraising operations of a statewide political campaign, Erin has experience building and executing fundraising strategies, auditing internal database management systems, and collaborating on a national scale to construct web-based fundraising tools for nonprofits. She specializes in recommendations for systems and user experience and participates in international online conversations regarding emerging trends in social enterprise and the evolving landscape of philanthropy.
Most recently, Erin served as the Finance Director for Justice Yvette McGee Brown’s statewide campaign to retain her seat on the Supreme Court of Ohio. Erin worked with political action committees, labor unions, community groups, and passionate individuals across Ohio to raise funds for the campaign. Previously, she worked in the community research and grants management department of The Columbus Foundation, one of the ten largest community foundations in the country. Erin worked with organizations in central Ohio as a “coach” to develop and maintain nonprofit portraits in PowerPhilanthropy, an online resource designed to increase knowledge about the nonprofit sector and encourage charitable giving. In this role, she collaborated with GuideStar’s DonorEdge Learning Community to build and test one of the first technology and knowledge platforms specifically developed for community foundations. Erin is a member of the Nonprofit Technology Enterprise Network and follows the latest software and data analysis tools developed for nonprofits.
Erin completed her Master of Public Administration degree at The Ohio State University’s John Glenn School of Public Affairs, primarily studying management, strategy, and outcome evaluation in government agencies and nonprofit organizations. She is a volunteer, donor, and advocate for organizations championing women and girls in central Ohio.

3:30 - 3:45 PM Break

3:45 - 4:30 PM

Peter White

Speaker #3 

"Fund Raising and the Quest for Meaning"
"Using wealth to support causes one cares about is a potential pathway to the elusive experience of meaning. The work of the professional is to help the wealthy donor find that pathway and take the risk of embarking on it."

Peter specializes in helping wealthy families and family-owned businesses manage change and overcome systemic challenges that may prevent them from achieving their goals. Now a private consultant, as well as an advisor to U.S. Trust Company he was vice chairman of U.S. Trust from 2005 to 2007. From 1999 to 2005, he was managing director of Family Advisory Practice at Citigroup Private Bank, and from 1992 to 1999, he was senior adviser to Bankers Trust Company. These positions developed out of work done between 1986 and 1998, when Peter founded and ran International Skye, an educational firm in the field of family-owned business and wealth.

Peter was a visiting Professor of Ethics and Family Enterprise at Stetson University and founding director of the Stetson Family Business Center from 1997 to 2000.  He has written a book titled, Ecology of Being that was published in 2006. In addition he has contributed chapters in other books and has written articles and papers on family business and wealth. Peters is a Trustee of Kenyon College and chair of Philander Chase Corporation, a land trust associated with Kenyon.

Peters earned a bachelor’s degree in English literature from Kenyon and a juris doctor from Duke University.  After graduation from Duke, he served as law clerk to the Chief Justice of the Supreme Court of Ohio and spent the next 16 years in the practice of law.  His legal career included service with the Federal Trade Commission and a special counsel assignment with the U.S. House of Representatives, but most of his practice was as a partner in the law firm of Fulbright & Jaworski in Washington, D.C.  until 1986 when he left to start International Skye.
4:30 PM Wrap and Thanks
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