Track 4: Leadership and Management
Fundraising Professionals are leaders and managers in their organizations as fundraising experts while contributing within various areas and departments. Through cross-departmental collaboration and working with consultants, fundraisers can be proactive and lead the way for interdependence among teams in their organizations. Join us in the Leadership and Management Track to learn more about strategic resource development planning; building development teams by working with consultants; collaborative marketing and fundraising strategies; creating for learning organizations that are open to change; and continuing professional and personal growth for fundraisers outside of their development roles. - All Sessions Eligible for CFRE Points
THURSDAY (BANCROFT ROOM)
Breakout 1: 10:30am – 12:00pm
Creatively and Strategically Building Your Development Team Using Consultants
Description: Non-profits of all sizes today are struggling to find the right seasoned, qualified staff to meet their major gifts, gift planning and senior leadership needs. In many cases, they are looking to consultants to fill that role. This presentation will assist organizations in determining: when a consultant can fill a staffing need on an interim basis; what type of firm can best assist them and how to find that firm, as well as the right person within it; and how to structure the scope of work to be sure they get what they pay for. The panelists will represent the perspectives of a one-person consulting firm and a large national firm as well as that of the non-profit purchaser of services.
Speakers: Valerie Broadie, Senior Consultant, Campbell & Company; Carol Shannon, Executive Director, Catholic Charities Foundation; Jeff Wilklow, Senior Consultant, Campbell & Company
Breakout 2: 1:30pm – 3:00pm
Collaborative Marketing and Fundraising: Unlocking the Multitude of Possibilities!
Description: The potential for advancing the overlapping goals of both Marketing & Communications Departments and those of Development Departments or Foundations is virtually untapped in most organizations. Talented people and precious resources operate for the most part in separate silos. Enlightened leaders understand the possibilities that can derive when these two functions work collaboratively on customer relationship-building, revenue or philanthropic support generating, community awareness, and other major objectives. At the same time, prospective customers and donors - both individuals and corporations – are becoming increasingly selective in their decisions about where and how they spend their money. Demonstrated through creative ways of approaching problems and opportunities, and through profiling current examples of what’s working in the field, this session will help you identify, organize, and position your offerings, and present them to the best prospects to achieve success.
Speakers: Steve Meyerson, Principal, Jewish Federation of Greater Washington
Breakout 3: 4:00pm – 5:50pm
Think and Lead Creatively - How to Create a Learning Organization Open to Change
Description: Are you looking for a systematic process that can help your organization be more creative and innovative? As a leader, your organization and staff look to you for ideas, strategy, and direction. This workshop will present you with techniques that will help you empower your staff to create new ideas and determine which ideas to implement. We will define the difference between creativity and innovation, and present techniques you can use with your staff and organization to create, determine, develop, and implement the high payoff ideas. Come prepared to learn, think, and do!
Speaker: Robin Sparks, Professional Leadership Coach and Organizational Development Consultant
FRIDAY (BANCROFT ROOM)
Breakout 4: 9:00am – 10:30am
Strategic Resource Development Planning for Real Results
Description: To realize sustainable impact against your mission, it takes more than increasing the standard outputs of a fundraising program. Acquiring more members, hosting bigger events, and escalating the number of donor visits is not the goal ‚ building real champions for your organization is. Getting to this point requires a research-based plan that all starts with the question‚"why?‚" In this session, you will learn the steps to developing a strategic plan for sustainable results in your resource development program, which includes a building a case for support that resonates with donors and truly conveys the meaning, vision, passion and full experience of the organization; identifying, qualifying and cultivating prospects for successful campaigns; and recruiting, engaging, training and supporting leadership volunteers. You will hear directly from a board chair, a CEO and a development director from a diverse group of organizations about their experiences in implementing such a plan within their organizations.
Speakers: Randi Hogan, Vice President, Metropolitan Group; Marisa Rivera-Albert, Immediate Past President, National Hispana Leadership Institute; David Snider, Producing Artistic Director and CEO, Young Playwright's Theater; Whitney Brimfield, Development Director, National Assembly on School-Based Health Care
Breakout 5: 1:30pm – 3:00pm
Constituent Ambassadors: Engaging Non-development Staff in Constituent Outreach and Cultivation Work
Description: This presentation will make the case for why membership outreach and cultivation is a vital part of non-development staff’s job. By serving as “Membership Ambassadors,” non-development staff can play a key role in the cultivation of potential members to the organization. This presentation will also provide attendees with a membership outreach tool kit to help non-development staff in cultivating potential members. This presentation will also focus on building a better partnership between development and non-development staff to mange these relationships and the cultivation process. From knowing when to hand an individual off to a development professional, to tracking “touches” with potential supporters, the partnership between non-development and development staff in cultivating an individual for a long-term relationship with the organization, is an essential component of successful membership growth.
Speaker: Jaye López, Associate Director For Membership, American Constitution Society For Law & Policy
Breakout 6: 3:30pm – 4:45pm
Take Back Your 9 to 5: Leading Beyond the Development Office
Description: Contrary to popular belief, you are not your organization. The good news is that your skills transcend beyond your nonprofit’s development office and can be used in other settings besides your day job to make a difference in the world. But with all the hustle and bustle of fundraising, we often get overwhelmed and let our organizations rule our lives rather than pursuing a life where we are recognized for our contributions to our communities. Learn how you can enhance your leadership and reputation both within and outside your organization, all while maintaining the life you want.
Speaker: Rosetta Thurman, Principal Consultant, Thurman Consulting
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