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Annual Conference

2017 Capital Conference!

Download Conference Materials


In an effort to be environmentally conscious, we are not providing handouts onsite this year. We are asking you to download all meeting materials for the sessions you are attending, prior to the conference.  Click on each session below for a link to their presentations.

 

7:15 a.m. Registration Opens, Marketplace Vendors & Breakfast Ballroom South

8:00 a.m. – 8:15 a.m. Welcome & Opening Remarks Ballroom North

8:15 a.m. – 9:30 a.m. KEYNOTE ADDRESS 

 Sharing Your Mission Powerfully so People Take ACTION  Ballroom North Lori Jacobwith

 

9:40 a.m. – 10:55 a.m. Educational Sessions

 

Track 1 Keystone AB

Advanced Storytelling: How to Talk About Money so People Give More 

 Lori Jacobwith

 

Track 2 Keystone C

Gift Planning – Marketing Dos and Don’ts in Today’s Ever Changing Marketplace 

 Joe Chickey

 

Track 3 – Keystone D

Beyond the Basics - Managing and Growing a Major Gift Program 

 Kathleen McDermott

 

Track 4 – Keystone E 

 Capital Campaigns: Laying the Groundwork 

 Sophie Penney, PhD

 

11:00 a.m. – 12:15 p.m. Educational Sessions

 

Track 1 – Keystone AB 

 Expanding Your Reach, Engaging Your Board 

 Lori Jacobwith

 

Track 2 – Keystone C 

Marketing is Not a Dirty Word: Using Direct Marketing to Identify and Close More Planned Gifts 

 Meg Roberts, CFRE and Kathy Swayze, CFRE

 

Track 3 – Keystone D 

 Philanthroculture - How Culture and Diversity Influence Giving 

 Dr. Lilya Wagner, CFRE

 

Track 4 – Keystone E 

 Taking your Fundraising from Good to Great: Improving and Measuring Performance  

 Stephanie Cory, CAP, CFRE

 

12:20 p.m. – 2:15 p.m.

National Philanthropy Day Luncheon & Award Presentations Ballroom North

 

2:20 p.m. – 3:35 p.m. Educational Sessions

 

Track 1 – Keystone AB 

 Telling Better Stories - The Secret to Raising More Money 

 Reed Sandridge

 

Track 2 – Keystone C 

 Ethical Challenges in Gift Planning - Black & White or Shades of Grey 

 Joe Chickey

 

Track 3 – Keystone D 

 Building Bridges: Investing in Corporate Social Responsibility and Empowering Employee Cause Work 

 Jessica Miller

 

Track 4 – Keystone E 

 The Do-Able Development Plan: Realistic Fundraising for the Small Shop

 Stephanie Cory, CAP, CFRE

 

3:35 p.m. – 5:00 p.m. Happy Hour Ballroom South Brought to you by MIRUS Financial Partners (One complimentary drink courtesy of our sponsor)

 

2017 conference info