Symposium 2019



Symposium on Fundraising: Elevating High Performance Teams

Elevate your team to new levels of fundraising success by attending this immersive educational and interactive experience. Led by master trainer and coach, Grace Keohohou Hao, by the end of the day, you will:

  • Understand your style to get the most from yourself, your co-workers and fundraising volunteers.

  • Shift your board culture to reenergize your team.

  • Apply self-coaching to improve your active listening skills for increased donor engagement.

  • Create an action plan to take with you!

AFP Symposium on Fundraising presented by Montecito Bank & Trust is designed for individuals and teams to support career development, learn new skills, and network with peers and colleagues.

Consider the day an opportunity to participate as a team including staff, board members and volunteers!

Keynote Speaker

Elevating High Performance Teams
May 21, 2019 from 9 am to 3 pm | Crowne Plaza Ventura Beach

Grace Keohohou Hao headshotPlease join us in thanking Montecito Bank & Trust for returning as the Presenting Sponsor this year and welcoming Grace Keohohou Hao, President and Co-Founder of the Coach Excellence School.

Keynote Speaker
Grace Keohohou Hao

Grace Keohohou Hao co-founded the Coach Excellence School in 2007. After being exposed to entrepreneurship her entire life, Grace is now grateful to be reaching leaders in more than 30 countries through her speaking, writing and educational programs.
She is a Certified Coach with the Coach Excellence School and Worldwide Association of Business Coaches (WABC) Certified Business CoachTM (CBCTM). She recently received the honor of being named the National Advocate of the Year for Working Mothers. Grace loves being a devoted wife, mother of 8 amazing children and enjoys serving profitable corporations, educators, leading executives, and non-profit organizations. 



7:30 am Early Check-in for CFRE Workshop
8:00 - 8:50 am CFRE Workshop
8:30 am Regular Check-in
9:00 am - 3:00 pm Symposium

CFRE Workshop


Stacy Swanson, CFRE

Why should you become a Certified Fund Raising Executive (CFRE)? In this workshop, we will explore the why’s and the how’s of becoming a CFRE… from your first consideration through the exam process and everything in-between. We will answer questions about the application process, preparing for the exam… and most importantly, why earning a CFRE designation is beneficial to you, your organization and your professional career growth. We hope to de-mystify the certification process and motivate you to take the first (or next) step!

Stacy Swanson, CFRE, Director of Development at California Lutheran University, spent the majority of the last 25+ years of professional life in the non-profit and not-for-profit sector including 15 years with Thrivent Financial and six years with Habitat for Humanity of Ventura County. 

In 2013, Stacy joined the Advancement Division at her alma mater, California Lutheran University, where she serves as the Senior Director of Development for the Graduate Schools & Seminary. 

Stacy earned a Bachelor of Arts Degree in Liberal Arts/English from California Lutheran University, a Master of Arts degree in Christian Leadership from Fuller Theological Seminary, and a Master of Arts degree in Philanthropic Studies from Indiana University. She has been married to her husband, Krister, for 26 years and together have three teenage/young adult sons. In her free time, she loves to read, cook, run and practice yoga.


Symposium Special

Executive Leader Breakouts Exclusively for Teams

At the Symposium this year, we’re doing some special things for organizations that have three team members sign up at the same time. We’re including:

  • A pre-Symposium phone call to help you and your team
  • An early morning, solutions-oriented breakout session for teams
  • A $50 discount to sign up your team

Your team will get special help, only available to teams, to address four critical areas:

  1. Technology
  2. Community Investment
  3. Overcoming board inertia
  4. Conquering board fundraising fears


Registration for the 2019 Symposium on Fundraising is now closed.

Symposium Committee

Catherine Kort, Interface Children & Family Services
Amy Towner, Health Care Foundation for Ventura County
Ashley Brown, AFPSBV President, California Lutheran University
Dena Jenson, CLU Center for Nonprofit Leadership
Michelle McGhee, Community Memorial Health System
Michael Padden-Rubin, Hillside House

Thank You, Sponsors!

Presenting Sponsor


Community Sponsor