Congress

Past Presentations and Handouts

Sessions By Category

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Practical
Green LEVEL sessions are of general interest and are open to all. Choose green if you are new to fundraising, want to learn more about an area that’s unfamiliar to you, or want a comprehensive overview of a particular topic.
Experienced Practitioners
Yellow LEVEL sessions offer more advanced instruction. They are ideal if you have several years of fundraising experience and are looking to enhance your skills and knowledge in a specific area.
Experts and Leaders
Red LEVEL sessions are for professionals at a senior level. They are an excellent forum if you are a seasoned fundraiser with ten or more years of experience.

Dates:

Monday, November 24
Tuesday, November 25
Wednesday, November 26

Monday, November 24
10:30AM - 12:30PM

Planned Giving Fundamentals

Roberta (Robbe) A. Healey, MBA, NHA, ACFRE
10:30AM - 12:30PM

Donor Relationship Management: Why Is It Important?

Suzette Strong, CFRE
10:30AM - 12:30PM

Digital Marketing: It IS Rocket Science, But No Longer the New Frontier

Adam Hadley
10:30AM - 12:30PM

From Snails to PURLS - Adding e-Fundraising to Your Direct Mail Program

Geoffrey W. Peters
10:30AM - 12:30PM

Delivering the Perfect Presentation

Irene Hogendoorn
10:30AM - 12:30PM

Creating an Effective Board of Directors

Gary Kelsey, Ph.D.
10:30AM - 12:30PM

Moves Management: An Introduction to Donor-Centred Techniques For Major Gift Fundraising©

E.H. Guy Mallabone, MA, CFRE
10:30AM - 12:30PM

Corporate Sponsorship - Bringing your Activation to Life

Mark Harrison, MBA
10:30AM - 12:30PM

Cause Branding: The Power of Focus

Kristian Darigan
10:30AM - 12:30PM

From Tension to Teamwork: Overcoming Daily Challenges to Achieve Long-Term Vision

Kay Sprinkel Grace
10:30AM - 12:30PM

A Guide for Nonprofit Boards and Fundraisers

Janice Gow Pettey, CFRE, MNM
2:00PM - 3:30PM

Building an Online Village

Ann Edmonds
Jim Bush, CFRE
2:00PM - 3:30PM

Creating A Dynamic Case for Support that Will Help You Win Friends & Influence People

Tracey Bailey, CFRE
2:00PM - 3:30PM

Ethics in Philanthropy: What Every Fundraiser Needs to Know

Arthur Peters
Jeffrey D. Beach
2:00PM - 3:30PM

Beyond Accounts Payables - How Finance Contributes to Excellence in Donor Stewardship

Cathy Yanosik
2:00PM - 3:30PM

The Leaders We Need to Be: How Do We Get There?

Laura Fredricks, JD, LLC
2:00PM - 3:30PM

Working with Senior Level Volunteers in a Fundraising Setting

Allen Stern
2:00PM - 3:30PM

Making Diversity Work – Developing Successful Donor & Volunteer Relationships

Steven Presser
Lili Litwin, CFRE
2:00PM - 3:30PM

The Long Tail of Fundraising: The Difference Between Ten $1 Million Dollar Grants and One Million $10 Grants

Benjamin Goldhirsh
2:00PM - 3:30PM

Take Back Your 9 to 5: Work/Life Balance Beyond the Development Office

Rosetta Thurman, MS
2:00PM - 3:30PM

Influencing Public Policy

Bev Hammond
4:00PM - 5:30PM

Challenges, Opportunities and Strategies in Telephone Fundraising

Paul Klein, CFRE
4:00PM - 5:30PM

What Everybody Ought to Know About Protecting Your House Data File

Steve Falk
4:00PM - 5:30PM

How To Approach Grantmakers Successfully

Gayle Longley
Pat Else
4:00PM - 5:30PM

Social Media & The Pandemic Parallel

Eli Singer
4:00PM - 5:30PM

Fundraising During Times of Economic Uncertainty

Paul Marcus LL.B., CFRE
4:00PM - 5:30PM

How to get Your Leaders to Follow!

J.A. Tony Myers, LL.B., MA, CFRE
4:00PM - 5:30PM

Addicted to Love: Infusing Passion into Your Brand

Kristian Darigan
4:00PM - 5:30PM

Cultivating Diversity in Fundraising

Janice Gow Pettey, CFRE, MNM
4:00PM - 5:30PM

Good Strategic Planning = Good Fundraising Success FACT OR FICTION?

Nicholas Offord
Greg Lyle
4:00PM - 5:30PM

Managing a Public Relations Crisis

Bill Walker
Tuesday, November 25
9:00AM - 12:30PM

Extreme Engagement and Stewardship

Karen E. Osborne
9:00AM - 12:30PM

Help … I Think I Need A Capital Campaign!

Roberta (Robbe) A. Healey, MBA, NHA, ACFRE
9:00AM - 12:30PM

Help! We REALLY Need to Start a Major Gifts Program!

Holly Benson
9:00AM - 12:30PM

Selecting the Best Talent and Getting the Most From Them

Nowshad Ali, CFRE, CPBA, CPVA, TriMetrix
9:00AM - 12:30PM

Passion before Logic: Part A – The Power of Yes! Part B – Who Would Have Thought?

J.A. Tony Myers, LL.B., MA, CFRE
9:00AM - 12:30PM

The ASK - Part A: How to ASK Anyone for Any Amount for Any Purpose, Part B: Stewardship After the ASK: How to Get the Signed Gift Agreement and the Money

Laura Fredricks, JD, LLC
9:00AM - 12:30PM

Causes and Corporations – Tips, Techniques and Examples from a Marriage Broker

Geoffrey W. Peters
9:00AM - 12:30PM

Keeping Your Board Members Focused on Their Fund Raising Role

Kay Sprinkel Grace
9:00AM - 12:30PM

Turn Over at the Top - How to Prepare, Recruit and Support Your New Executive Director - a Board’s Perspective

Suzie Addison-Toor
9:00AM - 12:30PM

Creativity In Action 08

Tony Elischer, FInst.F (Cert), FRSA
9:00AM - 12:30PM

Creating an Effective Board of Directors that is Engaged in Development

Gary Kelsey, Ph.D.
2:00PM - 3:30PM

Hand in Hand: Activating an Integrated Stewardship Program

Andrea Orr
Marilyn Brown
2:00PM - 3:30PM

Finance for Fundraisers

Kate MacDonald
2:00PM - 3:30PM

Donor Recognition “Who to Thank and How”

Heather Scott-Ventresca, CFRE
Teena Kindt, CFRE
2:00PM - 3:30PM

Race Matters in Fundraising: Promoting Diversity in Our Profession

Rosetta Thurman, MS
2:00PM - 3:30PM

Elevating Your Focus: Taking Your Organization to the Next Level

Anthony Holl, CFRE
2:00PM - 3:30PM

The Search for Sneezers: Online Fundraising in Epidemic Proportions

Philip King
2:00PM - 3:30PM

The Chaos Campaign

Trish Mongeon, CFRE
2:00PM - 3:30PM

Life Belongs to Everyone – How the ONE X ONE Gala Event Effects Change Worldwide
2:00PM - 3:30PM

Getting Better Results From Your Sponsorship Program, Part A

Bernie Colterman
2:00PM - 3:30PM

Philanthropy Leadership

Karen E. Osborne
2:00PM - 3:30PM

Boards of Nonprofit Organizations: What Fundraisers Need to Know

Pat Bradshaw
4:00PM - 5:30PM

An Event Manager’s Guide to Murphy’s Law

Sarah Wood
4:00PM - 5:30PM

Planned Giving Made Practical

Paul Nazareth
4:00PM - 5:30PM

Investment Management? That's Not My Job!!

Cathy Mann, CFRE
S. Kelly Rodgers, CFA
4:00PM - 5:30PM

Philbrandthropy™ - it's Not a Disease, but it is Contagious

Richard Fisher
4:00PM - 5:30PM

Channel Choice and Integrated Marketing, a New Paradigm for Direct Response Fundraising

Neil Gallaiford
4:00PM - 5:30PM

Let Data Rock your World in Direct Response!

Kamy Zarbafi
4:00PM - 5:30PM

With the World in Your iPhone

Eli Singer
4:00PM - 5:30PM

Getting Better Results From Your Sponsorship Program, Part B

Bernie Colterman
4:00PM - 5:30PM

Set Yourself Apart as a Major Gifts Officer

L. Alayne Metrick, FAHP
4:00PM - 5:30PM

Naked and Buff: How Organizations Can Gain the Accountability Advantage

Lyn McDonell, CAE, C. Dir.
4:00PM - 5:30PM

Canadian Business Contributions to Community: Implications for Business-Community Partnerships

Steven Ayer
Jocelyne Daw
Wednesday, November 26
9:00AM - 11:45AM

Special Events 101 - A key component of your development strategy

Denny Young, MA, CFRE
9:00AM - 11:45AM

How to Find Out What Your Competitors are Up to and Use It to Raise More Money

Jonathan Grapsas
9:00AM - 11:45AM

Improving the Future of Small Charities Can it be done? If so, how?

Mo Davies, M.Sc., CFRE
9:00AM - 11:45AM

Once Upon a Time… (the Fine Art of Finding, Gathering and Telling your Stories)

Leah Eustace, CFRE
9:00AM - 11:45AM

One Size Fits No One: The Complexity of the Cost of Fundraising and Transparency Issue

Karen Alebon
Ken Mayhew
9:00AM - 11:45AM

True Colors® and Building Volunteer Relationships

Kate MacDonald
9:00AM - 11:45AM

Taking a Strategic Approach Towards Revenue Generation

Bernie Colterman
9:00AM - 11:45AM

Intermediate Giving Program – Boosting Revenue from Valuable Donors

Zak Bailey, CFRE
9:00AM - 11:45AM

Fundraising in the Age of Innovation

Sharon Avery
9:00AM - 11:45AM

Believing in Your Strategy and Driving Action

Tony Elischer, FInst.F (Cert), FRSA
9:00AM - 11:45AM

Enabling Effective Execution

Nowshad Ali, CFRE, CPBA, CPVA, TriMetrix

Congress

Sessions By Category

Monday, November 24

Tuesday, November 25

Wednesday, November 26