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Presented by: Schultz & Williams, Inc.
Detailed Overview of Sessions & Schedule
Date: Friday, April 8, 2011
Time: 8:30 AM - 5:00 PM
Location: The ACE Conference Center - 800 Ridge Pike - Lafayette Hill, PA (Directions: Click Here)
Cost: $195 AFP Members; $245 Non-members
Click Here to Register
Scholarships: Please click here to download a scholarship application.
All scholarships are partial. Applications are due March 21, 2011 at 5:00 PM.
Having trouble choosing your sessions? Click here for suggested tracks!
Want to learn more about the speakers? Click here for bios!
Doors Open at 8:30 am
Session #1 - 9:00 – 10:30 am
1A
Am I the Only One Who Feels This Way? – A Small Shop Discussion
Discuss the everyday issues that come up in a small shop and learn the best practices that these panelists have employed to make their offices work smoothly. Then the floor is yours. Ask questions about your own problems or concerns within your small shop. Learn how to improve your organization with regard to best practices.
Moderator:
Stephanie Cory, CAP, CFRE, Director of Development, The Arc of Chester County
Panelists:
Rhonda Gelman Kelley, CFRE, Director of Development & Marketing, The Peggy Browning Fund
Karin Purcell, Director of Development, Saint Ignatius Nursing Home
Charles A. Wright, III, Vice President, Institutional Advancement, Peirce College
1B
Engaging Your Constituents Online: Cultivate, Advocate, and Promote
A panel discussion focusing on different ways that the Internet can be used to connect with your donors, both as an enhancement to your traditional media efforts and as new Internet initiatives.
Moderator:
Howard Yermish, President, HowardYermish.com, LLC
Panelists:
Beth Brodovsky, President, Iris Creative Group, Inc.
Tim O’Leary, Vice President, McPherson Associates, Inc.
Jackie Pantaliano, President, ImPRessions
1C
What an Ugly Brochure! Extreme Makeover: Direct Mail Edition
Learn best practices, tips, and tricks on how to produce sophisticated and eye-catching direct mail pieces for your organization. Discuss real world examples of integrated marketing plans and communication strategies designed to increase revenue and participation. Panelists are industry experts in design, communication, and marketing.
Moderator:
Colin D. Hennessy, Director of Marketing & Donor Participation, The Penn Fund, University of Pennsylvania
Panelists:
Dan Fernandez, Art Director, Institutional Advancement, Drexel University
Aimee L. LaBrie, Director of Marketing & Communication, Alumni Relations, University of Pennsylvania
Lisa Winward, Design Director, Kelsh/Wilson Design
1D
What’s in Your Planned Giving Toolkit?
This interactive session will take the fear out of planned giving and help you be a better listener with prospective donors. Learn what materials and information you should have available and how to use them effectively in any situation. Laughter, acting, and storytelling are included in this session.
Presenters:
Scott Janney, Ed.D., RFC, CFRE, Executive Director of Planned Giving, Villanova University
Lise Twiford, MBA, CFRE, Vice President of Development, Lehigh Valley Health Network
1E
Where Is Giving Going: How Current Trends and Predictors Are Affecting Our Approach
Giving USA and other timely research are invaluable as we look ahead. This presentation and discussion look at important trends impacting all nonprofits, especially as donors make financial commitments that are transformational. Are there differences in giving by religion, age, or gender? Draw conclusions and adjust your organization’s plans appropriately.
Presenter:
Robert Evans, Founder & Managing Director, The EHL Consulting Group, Inc.
Session #2 - 10:45 am – 12:00 (15) pm
2A
Managing It All: Shared Responsibilities and Time Management for the Small Shop
Does your development department consist of only one or two people? What do you do when you have a small shop but big fundraising goals? Where do you focus? Where do you start? Come learn some tips about managing your time and resources for big results in a small shop.
Presenters:
Krystine (Krys) Sipple, CFRE
Debra Shupp, Director of Development, The Clinic
2B
Social Networks: Being Social with a Purpose
The Internet offers organizations new and deeper ways to connect and communicate. The challenge is to find a balance of the right activities that stay on message without wasting time watching funny cat videos. Howard will discuss strategies to create “Intentional Serendipity” using tools such as Facebook, Twitter, and YouTube.
Presenter:
Howard Yermish, President, HowardYermish.com, LLC
2C
Building Donor-Centric Response and Communication Strategies
This session will help you examine your organization to find the road-blocks and opportunities in getting your donor’s attention. We’ll explore technology tactics, direct marketing mysteries, and creative concepts that assure donors you know and understand their interest in your cause.
Presenter:
Beth Brodovsky, President, Iris Creative Group, Inc.
2D
Igniting the Fundraising Productivity of Your Nonprofit Board
Learn strategies, tips, and tools to build the fundraising capacity and productivity of your board members. Learn how to engage their networks without awkwardness; channel their passion for your organization into talking points that engage others; activate them as effective ambassadors during events; and prepare them to participate successfully in major gift solicitations.
Presenter:
Kathleen Welsh Beveridge, President, Spark Nonprofit Consulting, LLC
2E
Relativity Applies to Physics, Not Ethics
Everyone understands that ethics is critical to fundraising, but determining what actions are ethical can be challenging, especially as new trends and technology alter the fundraising landscape and present us with new choices and dilemmas. This session will feature an interactive discussion about the nuts and bolts of AFP’s Code of Ethical Standards and Principles, reviewing specific standards, and presenting participants with case studies and possible solutions. 1.25 ACFRE Credits
Presenter:
Gloria M. Pugliese, CFRE, Director of Corporate & Foundation Relations, La Salle University
Lunch 12:00 - 1:30 pm
Dessert 1:00 - 1:45 pm
Session #3 - 1:45 – 3:15 pm
3A
Doing More With Less: Using Volunteers to Increase Fundraising Productivity
You are brimming with confidence and great development ideas until you realize – how do I make all of this happen in my small shop? Volunteers are an indispensible resource to any strong development program and can turn your small shop into a robust team, bringing your diverse development program to life.
Presenter:
Ifeoma Aduba, Associate Director, A Woman’s Place
3B
Get It Sponsored! New Trends and Legal Cautions for Cause-Related Marketing
Learn to approach prospects and structure corporate partnerships while maximizing the benefit for your nonprofit. The team will explain the dos and don’ts of cause-related marketing, including tips for securing corporate partnerships. They will also cover tax and other legal considerations organizations should know before negotiating cause-related marketing contracts.
Presenters:
Valerie M. Jones, CFRE, Founder/CEO, Valerie M. Jones Associates
Morgen Cheshire, Esq., Laura Solomon Esq. & Associates
Marla Conley, Esq., Nonprofit Practice Group, Schnader, Harrison, Segal & Lewis, LLP
3C
Storytelling: More than an Elevator Speech, Less than War & Peace
Storytelling is an invaluable tool for communicating your organization’s mission and purpose. Whether you have 30 seconds or 30 minutes with a constituent, you have to make the time count. Analyze some of the best and worst cases of storytelling. Learn how to get significant results when you communicate your message with authenticity and power.
Presenter:
Gregg Feistman, Assistant Professor, Department of Strategic Communication, Temple University
3D
Gifts of Significance: Stories of Success
A significant gift means different things to different organizations, as well as to the people who make them. The session will describe examples of how such gifts have affected diverse programs and institutions, as well as whole communities and the donors themselves.
Presenters:
Dr. Bob Fogal, Principal, Fogal Associates
Cathy Dernancourt, Director of Alumni Relations, Immaculata University
Jerry Rohrbach, Principal, Fundraising Management Solutions
Al Russo, Senior Officer of Major Gifts, University of Pennsylvania Law School
Denis Spizuoco, Vice President of Development and Alumni Relations, Valley Forge Military Academy and College
3E
Everything You Wanted to Know About State Charitable Solicitation Statutes
But Were Afraid to Ask
It’s important for charities and fundraisers to be in compliance with charitable solicitation statutes to avoid significant fines. Attendees will learn about these statutes from a former state charity regulator. Equally important, those that have been violating these statutes will learn the most appropriate strategies for getting into compliance.
Presenter:
Karl Emerson, Esq., Montgomery, McCracken, Walker & Rhoads, LLP
Session #4 - 3:30 – 5:00 pm
4A
Special Events: Making a Big Impression in a Small Shop
Running an effective special event in a small shop can be challenging. Gain some practical tips on executing a great special event even with limited resources.
Presenter:
Daniel Cellucci, Director of Development, Catholic Leadership Institute
4B
Being Remarkable: The Key Ingredient in a Viral Marketing Campaign
Confused about social media? The Internet? How buyer behavior has changed dramatically? This introduction to “Reality Marketing™” will give you a new perspective on how to market your organization and help your message go viral. Learn effective techniques for marketing your nonprofit, including unique discussions on “The Blue Red Test,” “The Purple Cow,” and building a powerful “Marketing Machine™.”
Presenter:
Eric Keiles, Chief Marketing Officer, Square2Marketing
4C
How to Be an Advocate for Your Nonprofit: An Exercise in Advocacy, Raising Exposure, and Meeting Your Goals
You have a great cause and great stories to share. But who’s listening when there are so many pressing issues of concern that the politicians, press, and public are focusing on all at the same time? Come learn how to break through the clutter and get your message not just through – but acted on in a convincing and measurable way.
Presenter:
Jeff Jubelirer, Principal, Jubelirer Strategies
4D
Taking a Business Approach to Corporate Sponsorships – Creating Value for Both Parties
In the midst of corporate layoffs and bankruptcies organizations may assume incorrectly that their corporate giving efforts should be shelved or pushed to the side. Quite the contrary, it is during these challenging economic times that corporations often seek targeted and affordable opportunities to introduce their message to the community. Your programs and events may be the perfect fit for their limited resources. With a strong focus on corporate sponsorship this session will provide you with a “don’t go nuts and bolts” approach to corporate fundraising in this challenging economic environment.
Presenters:
Patrick J. Feeley, CFRE, Assistant Vice President, Institutional & Event Fundraising,
The Children’s Hospital of Philadelphia
Meghan Wright, Director of Corporate & Foundation Relations, The Children’s Hospital of Philadelphia
4E
Diversity in Fundraising: What’s Your Plan?
This session is designed for executive directors, board members, and senior level professionals and is intended to provide an understanding of the basic requirements for a successful diversity strategy. Topics include managing culture change; best and worst practices; and resistance to change.
The workshop will include the speaker’s presentation as well as a brief interactive, group participation element. Interaction is encouraged to address common questions and concerns. Materials will be provided for future reference.
Presenter:
Kevin Dow, Chief Operating Officer, Philadelphia Commerce Department
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