Advanced Executive Track « Bridge Conference 2019

Advanced Executive Track

Thursday, July 11

8:15 AM – 9:20 AM: Leveraging the Fundraising Partnership Between Boards, CEOs, and Development Staff

Anne Wallestad, President and CEO, BoardSource

The executive and board partnership is essential, but – when it comes to fundraising – that’s sometimes easier said than done. According to the most recent edition of Leading with Intent, fundraising tops the list of board challenges, as it has since BoardSource first started collecting these data in 1994.

There’s no question that fundraising is an important board function, but it’s not just about raising funds. It’s also about building fundraising literacy at the board level that helps the organization overcome common myths, which may lead to an underinvestment in fundraising. As a part of this session, Anne Wallestad, President & CEO of BoardSource will share the Measuring Fundraising Effectiveness framework and discuss how you can use it to build greater understanding, trust, and engagement in support of a strong fundraising partnership between board and staff.

Learning Outcome #1
By attending this session participants will learn:
 How to build fundraising literacy at the board level that helps the organization overcome common myths, which may lead to an underinvestment in fundraising.
Learning Outcome #2
By attending this session participants will learn:
 Understanding the Measuring Fundraising Effectiveness framework and utilizing the tools to apply it to your organization.
Learning Outcome #3
By attending this session participants will learn:
 How to use the framework to build greater understanding, trust, and engagement in support of a strong fundraising partnership between board and staff.

11:15 AM – 12:30 PM: Diversity, Inclusion and Equity

George Jones, Chief Executive Officer, Bread for the City

George Jones remarks will include his perspective on how philanthropic Foundations and their leaders can better understand how to advance racial equity in the DC metropolitan area. He will discuss Bread for the City’s journey, success and challenges in its pursuit to become an anti-racist nonprofit. He will speak directly to the challenges of developing a more inclusive fundraising department at Bread for the City, and the related implications and opportunities for the fundraising and philanthropic community.


2:15 PM – 3:30 PM: Discussion Roundtable: How are Major Donors Changing and What to do About It?

Gail Perry, MBA, CFRE, President, Fired Up-Fundraising

Join Gail Perry for a roundtable discussion of major donor trends today. Gail will share changes she’s seeing in the major donors and mega gift space. Then she’ll then set up discussions at each roundtable – please be prepared to share your personal insights. We’ll cover such topics as:
• Are mega-donors becoming more demanding? If so, how?
• How is wealth transfer by baby boomers to the next generation impacting our organizations?
• What new approaches are you using to access major donors’ attention, open their hearts and secure their investments?
• How can we, as CEO’s and fundraisers, build the confidence of mega-donors to give more? Where are mega-donors giving
• How can social impact organizations encourage “big bet” gifts that can impact policy and social change?
• As a senior – level non- profit executive, how can I manage my organization to effectively meet these challenges


4:00 PM – 5:15 PM: Being an Authentic Leader in Times of Change and Chaos

Tabitha Glenn, Executive Director, ALSAC/St. Jude Children’s Research Hospital

In today’s always-on environment, we spend so much time trying to build positive brands for our organizations and being authentic to our donors and supporters. So why do we not apply the same strategic focus and invest the appropriate amount of effort in doing this for ourselves as leaders? During this session, I’d like to explore the following and hopefully motivate others to take the journey that I did a few years ago. Building an authentic brand starts with you and you’ve gotta keep it real. As such, here are the topic that I plan to cover if selected:
– What are key attributes needed to help leaders and teams navigate through today’s fast-paced and digital environment where terabytes of information are always available?
– What are the challenges teams/leaders experience when navigating through change?
– Why is authentic leadership important and what is the difference between this style and a more traditional style?
– Are there pros and cons to both? Why is authentic leadership important?
– How does this style of leadership naturally ebb into helping one build your own authentic brand? And how does it help your organization?
– The challenges of leading with your heart vs. a more logical approach.
– Sharing of my own personal examples of how I’ve led my organization successfully and times where I’ve failed and lessons learned from each.
– Thoughts on how to sustain your authentic leadership approach and making any necessary changes.
Learning Outcome #1
By attending this session participants will learn:
 Know why spending time defining your own personal values and beliefs are important and relevant to your career development and to your organization, your team and your donors/supporters.
Learning Outcome #2
By attending this session participants will learn:
 How does defining or identifying your purpose and leading with integrity, which are elements of authentic leadership build your own personal brand?
Learning Outcome #3
By attending this session participants will learn:
 What are the steps that a leader needs to take to move toward this type of leadership? And is there a formula for success?

Advanced Executive Track Sponsored By:


The 14th Annual Bridge to Integrated Marketing & Fundraising Conference is approved for a total of 17 CFRE points – 12 for the conference and 5 for the pre-conference workshops. Total approved hours per day are: Wednesday, July 10th -5, Thursday, July 11th – 6 and Friday, July 12th – 6.