Breakthrough Marketing

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Digital, Online and Social Media for Fundraising Success (Ken Miller)
• 10:15-10:45 - Break
• 10:45-12:00 - Digital, Online and Social Media for Fundraising Success (Ken Miller)
• 12:00-1:30 - Lunch & Keynote / Julia Campbell
• 1:30-2:45 - Identifying Donor Personas for Messaging (Elyse Kauffman)
• 2:45-3:15 - Break
• 3:15-4:30 - Identifying Donor Personas for Messaging (Elyse Kauffman)
• 4:30-5:30 - Reception

Donor Connections

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Importance of the First Visit (Gail Orser)
• 10:15-10:45 - Break
• 10:45-12:00 - Importance of the First Visit (Gail Orser)
• 12:00-1:30 - Lunch & Keynote / Julia Campbell
• 1:30-2:45 - Five Tax Smart Gifts (Daniel Wiseman)
• 2:45-3:15 - Break
• 3:15-4:30 - Five Tax Smart Gifts (Daniel Wiseman)
• 4:30-5:30 - Reception

Giving Essentials

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Planned Giving in 75 Minutes (Byron Rupp)
• 10:15-10:45 - Break
• 10:45-12:00 - Planned Giving in 75 Minutes (Byron Rupp)
• 12:00-1:30 - Lunch & Keynote / Julia Campbell
• 1:30-2:45 - From Zero to Planned Giving in 18 Months (Sarah Swanson)
• 2:45-3:15 - Break
• 3:15-4:30 - From Zero to Planned Giving in 18 Months (Sarah Swanson)
• 4:30-5:30 - Reception

Smart Planning

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - QCDs Boost Mid-Level Giving (Scott Harkey)
• 10:15-10:45 - Break
• 10:45-12:00 - QCDs Boost Mid-Level Giving (Scott Harkey)
• 12:00-1:30 - Lunch & Keynote / Julia Campbell
• 1:30-2:45 - Mid-Level Donor Today; Legacy Donor Tomorrow (Judi Smith)
• 2:45-3:15 - Break
• 3:15-4:30 - Mid-Level Donor Today; Legacy Donor Tomorrow (Judi Smith)
• 4:30-5:30 - Reception

Leveraging

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Uncovering Your Donor's Why (Chris Gabriel)
• 10:15-10:45 - Break
• 10:45-12:00 - Uncovering Your Donor's Why (Chris Gabriel)
• 12:00-1:30 - Lunch & Keynote / Julia Campbell
• 1:30-2:45 - Maximizing Major and Planned Gifts (Kristin Perks Champa & Michelle Janssen)
• 2:45-3:15 - Break
• 3:15-4:30 - Maximizing Major and Planned Gifts (Kristin Perks Champa & Michelle Janssen)
• 4:30-5:30 - Reception

AI Forward

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - AI Creative Content (Julia Campbell)
• 10:15-10:45 - Break
• 10:45-12:00 - AI Creative Content (Julia Campbell)
• 12:00-1:30 - Lunch & Keynote / Julia Campbell
• 1:30-2:45 - AI Creative Writer (Charles Schultz & Gabriel Trieger)
• 2:45-3:15 - Break
• 3:15-4:30 - AI Creative Writer (Charles Schultz & Gabriel Trieger)
• 4:30-5:30 - Reception

Breakthrough Marketing

• 8:30-9:45 - Creative Storytelling (John Lepp)
• 9:45-10:15 - Break
• 10:15-11:30 - Creative Storytelling (John Lepp)
• 11:30-1:00 - Lunch & Keynote / Rebecca Rothey
• 1:00-2:15 - Reaching Prospects Through Meta Ads (Chris Anthony)
• 2:15-2:45 - Break
• 2:45-4:00 - Reaching Prospects Through Meta Ads (Chris Anthony)

Donor Connections

• 8:30-9:45 - Leading with Legacy Blended Asks (Marcy Heim & Niki Chopra Richardson)
• 9:45-10:15 - Break
• 10:15-11:30 - Leading with Legacy Blended Asks (Marcy Heim & Niki Chopra Richardson)
• 11:30-1:00 - Lunch & Keynote / Rebecca Rothey
• 1:00-2:15 - Fundraising Playbook (Jill Rode & Andy Ragone)
• 2:15-2:45 - Break
• 2:45-4:00 - Fundraising Playbook (Jill Rode & Andy Ragone)

Giving Essentials

• 8:30-9:45 - Empowering Gift Officers to Amplify Impact (Jessica Hermann-Wilmarth & Jennifer Yelovina)
• 9:45-10:15 - Break
• 10:15-11:30 - Empowering Gift Officers to Amplify Impact (Jessica Hermann-Wilmarth & Jennifer Yelovina)
• 11:30-1:00 - Lunch & Keynote / Rebecca Rothey
• 1:00-2:15 - Successful Planned Giving With Results (Jay Duggan)
• 2:15-2:45 - Break
• 2:45-4:00 - Successful Planned Giving With Results (Jay Duggan)

Smart Planning

• 8:30-9:45 - DAFs and Planned Giving (Lisa Barr)
• 9:45-10:15 - Break
• 10:15-11:30 - DAFs and Planned Giving (Lisa Barr)
• 11:30-1:00 - Lunch & Keynote / Rebecca Rothey
• 1:00-2:15 - The Complex Gift Journey (Wayne Lynch & Kathy Saigeon)
• 2:15-2:45 - Break
• 2:45-4:00 - The Complex Gift Journey (Wayne Lynch & Kathy Saigeon)

Leveraging

• 8:30-9:45 - Creating Pipeline Reports (Rebecca Rothey)
• 9:45-10:15 - Break
• 10:15-11:30 - Creating Pipeline Reports (Rebecca Rothey)
• 11:30-1:00 - Lunch & Keynote / Rebecca Rothey
• 1:00-2:15 - More Than a Tax Strategy (Jennifer Nohelty)
• 2:15-2:45 - Break
• 2:45-4:00 - More Than a Tax Strategy (Jennifer Nohelty)

AI Forward

• 8:30-9:45 - Ethical AI In Philanthropy (Sarah Pinto)
• 9:45-10:15 - Break
• 10:15-11:30 - Ethical AI In Philanthropy (Sarah Pinto)
• 11:30-1:00 - Lunch & Keynote / Rebecca Rothey
• 1:00-2:15 - AI Path to Donors (Russ Shumaker & Elaine Yamasaki)
• 2:15-2:45 - Break
• 2:45-4:00 - AI Path to Donors (Russ Shumaker & Elaine Yamasaki)