WELCOME & OPENING KEYNOTE 8:00 – 9:15 AM What Makes a Strong Leader (G) Sheena WrightSee description on page 1

SESSION 19:30 – 10:30 AM

Research as a Partner in Fundraising (I)Research should play a significant role in every step in the development process. From identification tostewardship, from galas to gift planning, for campaigns and special projects, learn the best ways toleverage research to impact the bottom line. Libby Collinge is the Head of Research and Prospect Strategy at The Frick Collection. Her expertiseincludes research and prospect management, data integrity and project oversight. Prior to working withThe Frick, she worked in research at The Metropolitan Opera and Rutgers University.

Donors in the Middle: Gems Hidden in Plain Sight (I)Learn how to develop a mid-level donor program for your organization. Topics to be reviewed includethe basic principles of donor motivation, creative tactics for establishing a personal connection withdonors, and strategies for making mid-level donors feel like the VIPs they are. Marcella Moyer Schick, ACFRE, CAP is President and owner of MMS Advancement AssociatesLLC. She has over 30 years of experience in fundraising and constituent relations in higher education,healthcare, and human services.

Building, Retaining & Motivating your Advancement Team (A)Turnover is costly in any industry and turnover in fundraising jobs runs at an incredibly high level.Explore the tools and tactics that can be used to enhance the fundraising team you have, keep themwith you for the long-term and inspire them to reach exceptional performance levels.Rebekkah L. Brown serves as the Vice President for Advancement at Muhlenberg College. Inthis capacity, she oversees the entire advancement operation, managing a team of 45 professionals.She previously worked at the Entertainment Industry Foundation and Columbia Business School at

Columbia University.

SESSION 2 10:45 AM – 11:45 AM

Presenting Results to Donors: The Good, The Bad, and The Boring (I)Learn methods and tools for building a results plan to show big picture results as well as detailedspecifics. Includes strategies for presenting positive, negative and boring program results to yourdonors.Cassaundra Amato is Assistant Director, Measurement and Evaluation at United Way of the GreaterLehigh Valley, and has more than five years of experience in measurement and evaluation ofphilanthropic services, both locally and nationally. Through data management, analysis, and evaluation

of investments, she works to ensure progress toward United Way’s 2022 Community Goals.

SESSION 2 continued10:45 AM – 11:45 AM

Inspiring Philanthropy and Engagement through Planned Giving (I)Blending planned gifts with cash pledges and solid stewardship can inspire and increase philanthropyto benefit organizations today and in the future. Learn how to talk with donors of all ages and stagesusing asset and values-based approaches. Case studies will be shared.Steve Grourke, CAP, CFRE, is Executive Director of the Office of Planned Giving at VillanovaUniversity. Steve previously worked for The Nature Conservancy in annual fund and major giftfundraising, corporate and foundation relations, planned giving, and philanthropy operations.

Board Motivation and Fundraising (F, I)Many board members cringe with they hear the word “fundraising.” Looking at the five myths offundraising and using new tools will help development professionals prepare and motivate boardmembers to participate in fundraising activities.Elizabeth Vibber directs the marketing and management consultation services at Bee, Bergvall & Co.,Certified Public Accountants and the Catalyst Center for Nonprofit Management, including boardgovernance training, and the development of business and strategic plans.

LUNCH & NETWORKING WITH EXHIBITORS11:45 AM – 12:45 PM

AFTERNOON KEYNOTE 12:45 – 1:45 PM Nonprofits in an Age of Populism: Resource Challenges and Opportunities for Rebirth (G)Susan Raymond, Ph.D.See description on page 1

SESSION 3 2:00 – 3:00 PM

What You Think Are Sponsorship Benefits Aren’t That Great (F)It’s time to revisit the sponsorship “benefits” that your organization is offering, and get busy providingwhat corporate sponsors really want in exchange for their financial contributions. Attendees willreview actual sponsorship appeals as a group, hear from three emerging sponsorship gatekeepers, andlearn how to create partnerships that stand the test of time.Megan Beste is Director of Community Partnership Services, Taggart Associates. She workswith companies that want to increase their impact in the Lehigh Valley. Connecting people and

organizations, and the resources they need to grow and prosper, is her personal and professional mission.

Panelists:Mandy Tolino, Business Development, Tolino Vineyards and Projects, Tolino's Fuel ServiceKim Hellwig,Marketing Manager, RCNChristie Jephson Nicas, Director of Marketing, Spillman Farmer Arcitects

SESSION 3 continued2:00 – 3:00 PM

Maximizing the Major Donor Pipeline (Part 1 of 2-part session) (I, A)Using relationship science and rapport building techniques, learn tactical strategies to rapidly buildyour major donor pipeline, tools to measure and manage donor relationships, and progress towardgiving. Techniques to more accurately scope and determine the size of a successful major gift ask,based on qualitative and quantitative information will be demonstrated.Larry Raff is President and Principal of Copely Raff, Inc., a philanthropy and advancement consultingfirm based near Boston. He is also a principal of Rising Tide Direct LLC a direct mail and

multi-channel marketing firm. Larry brings three decades of leadership and experience to healthcare, higher education,research, and human service organizations seeking philanthropy counsel and advancement results.

Management through Goal-Driven Dashboards: Why, What, and How (A)Quantitative management dashboards are critical for articulating progress against goals to top management. Examplesof how goals, measurement domains, and indicators can be developed and displayed in meaningful ways that supportdecision making will be shared.Susan Raymond, Ph.D.See bio on page 1

SESSION 4 3:15 – 4:15 PM

How to Run a Successful Crowdfunding Campaign for Your Non-Profit (G)Learn how to create, launch, and market a successful crowdfunding campaign. Steps include creatinga compelling crowdfunding page, choosing the right platform, and marketing the crowdfundingcampaign to find new donors.Joe Garecht is the founder of The Fundraising Authority and has been a professional fundraiser formore than 15 years. Previously he served as executive director of BLOCS and as developmentdirector for the Philadelphia Children’s Alliance.

Maximizing the Major Donor Pipeline (Part 2 of 2-part session) (I, A)See description in Session 3

All Hands on Deck: A Holistic Approach to Capital Campaign Planning (A)A capital campaign is a symbiotic activity between fundraisers, service line leadership, and thecommunity it serves. Learn how to effectively and efficiently work together with these groups toachieve campaign success.Jane Wrisley, Vice President, Office of Philanthropy, Lehigh Valley Health Network.Jane has been with LVHN for 10 years and together with her team concentrates onrelationship development, effective communication, and best practices to achieve results and enrichdonor experiences.

Greg Hagin is Managing Director of CCS Fundraising. He has designed, advised, and directed morethan 100 capital campaigns that have collectively raised over $7 billion. Greg teaches a non-profitleadership class at the School of Social Policy and Practice at the University of Pennsylvania.