2021 Agenda & Sessions


8:45 a.m. - 9:00 a.m. Time to Log-in!
9:00 a.m. - 9:15 a.m. Introductions & Wellness Exercise
9:15 a.m. - 10:00 a.m. Keynote Session: A Brave New World of Fundraising - Learning BIG Lessons, Setting BOLD Goals
Presenter: Stacy Palmer, Editor, Chronicle of Philanthropy
10:00 a.m. - 10:15 a.m. Wellness Break & Exhibitor Hall
10:15 a.m. - 11:00 a.m. Parallel Sessions

Session A1 -
Privilege, Access, and Power: How Funders Can Lead the Charge to Advance IDEA (Inclusion, Diversity, Equity, and Access)


A brave new world in philanthropy is emerging and it’s forging a new road for impact. In this session, a fundraiser and funder will engage in a dynamic conversation about how grantmaking can operate through an equity lens to strategically distribute resources and strengthen communities. You’ll learn what role nonprofits can play in the funding process and what steps organizations can take to empower themselves with the tools and relationships needed to navigate the path to success.

Presented by Jai Phillips 
Sponsored by Bloomerang

Session B1 - Communicating with Donors when Disasters Strike (Donor Communications)
Learn how to develop effective donor communication strategies and tactics to utilize in the event of a crisis. This session will focus on a multichannel communication approach and the importance of cross-collaboration with various teams. Join this engaging discussion on the importance of keeping your donors informed about your work, ways to get involved, and reiterate the importance of their generosity during challenging times.
Presenter: Zahra Nealy, Donor Communication Specialist, Cedars-Sinai / USC Adjunct Instructor - Nonprofit Public Relations
11:00 a.m. - 11:15 a.m. Wellness Break & Exhibitor Hall
11:15 a.m. - 12:00 p.m.  Parallel Session 2 

Session A2 - Revisiting, Reminding, and Refreshing Your Brand (Leadership/Branding)
How do I rise above competing messages? How do I truly connect with donors? How do I uniquely tell the story of my organization? Learn how to do all this and more through the power of branding. Presenters: Craig Rettig & Dave Schwartz from Perceptiv

Session B2- Managing Career Change: Staying Nimble as a Fundraiser (Career Development)
Join Korn Ferry coach, Joshua Daniel, for  our upcoming affinity group zoom meeting for maintaining agility and adaptability as a fundraiser approaching a career change or managing a professional pivot. The session will be a professionally facilitated and guided group discussion with time for a group Q&A for more specific topics.
Presenter: Joshua Daniels, Career Coach, Korn Ferry
12:00 p.m. - 12:15 p.m. Wellness Break & Exhibitor Hall
12:15 p.m. - 1:00 p.m. Parallel Session 3

Session A3 - The Power of Boards in Aligning Mission and Strategy in 2021 and Beyond (Board Management)
During the last 18 months, we have been managing health, racial, and political crises. As our institutions reflect on this moment in history and pivot to operate in a new and changing landscape, how do we empower our institutional Boards to be transformational partners in our philanthropic work? This session will focus on 3 key ways that we can facilitate more targeted work with our board members in this brave new world.
Presenter: Melissa Mooney, Director of Development, Loyola Marymount University

Session B3- Reimagining the Way You Engage with Major Donors (Major Gifts/Donor Engagement)
When we've socially distanced for nearly two years, genuine connections have been difficult. Solutions and alternatives are simpler than you think! The growth we seek is just outside our comfort zone. Roar into 2022 with tactics that work!
Presenter: Calvin Chan, Major Gifts Officer, Union Station Homeless Services
1:00 p.m. - 1:15 p.m. Break
1:15 p.m. - 2:00 p.m. Celebration of National Philanthropy Day


Pre-approved for 4 CEs by CFRE International.