2019 Forum on Strategic Fundraising: Building Generosity

Thursday, June 6 - Friday, June 7, 2019
NEW LOCATION! Meydenbauer Convention Center, Bellevue, WA

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Program Schedule

DAY 1: THURSDAY, JUNE 6
8:00 – 9:00 a.m. Registration & Breakfast, Visit the Exhibits   
9:00 – 9:15 a.m. Welcome and Announcements   
9:15 – 10:00 a.m.

Lightning Talks   

Speakers:

Sumi Bhat-Kincaid, Bloodworks NW
Cole Hardman, Seattle Children's Hospital
Beth Castleberry, CFRE, KCLS Foundation
Susan Howlett, Susan Howlett Strengthening Nonprofits
Vicki Ostrom, Trendependent
Wendy Rohrbacher, Hospice NW
Christina Shimizu, Wing Luke Asian Museum
David Westerlund, Be Present Discover Joy Consulting

10:00 – 10:30 a.m. Lighting Talks Debrief   
10:30 – 11:00 a.m. Networking Break, Visit the Exhibits
Track: SMART STRUCTURES ORGANIZATIONAL CULTURE COMMUNITY CAREER ADVANCEMENT

11:00 – 12:15 p.m.

SESSION 1

(select one)

 Connecting The Dots: How to Contextualize Your Financial Reports for Your Board 

Wendy Rohrbacher, CFRE
Hospice of the Northwest Foundation

 From Paycheck to Passion: How to Motivate and Engage Staff

Shannon Sherman
University of Washington

Jennifer Teeler
Susan G. Komen Puget Sound

 The Future of Philanthropy: The Intersection of Race, Gender, and Giving

Brenda Asare
The Alford Group

(With a panel of 2-3 clients and/or philanthropists)

 I'm a Fundraiser... Don't Hate Me!

Sarah Szabo
Pacific Science Center

B. Michelle Johnson
Legal Voice

Alexandra Weeks
Solid Ground

Karlisa Callwood, Ph.D.
Pacific Science Center

Jessica Lam
Solid Ground

Courtney Chappell
Legal Voice

 

12:15 – 1:30 p.m.  Lunch   
Track: SMART STRUCTURES ORGANIZATIONAL CULTURE COMMUNITY CAREER ADVANCEMENT

1:30 – 2:45 p.m.

SESSION 2

(select one)

 Transitioning with Integrity, How to Change Jobs & Keep Your Relationships Intact

Beth Castleberry, CFRE
King County Library Foundation

Lee Heck
University of Washington

Suman Bhat-Kincaid
Bloodworks Northwest

 

Employee Engagement - The Way In

Joy Stephens
o 2 Joy + Corporate Giving Network 

Philanthropic Motivations of LGBT Donors and Same-Sex Couples

Sarah Anderson
Campbell & Company

Kris Hermanns
Seattle Foundation

Mission Creeps: What Every Fundraiser Should Know About Sexual Harassment

Megan McNally, CFRE
Foundry Law Group 

Nicole Gainey
Gainey Law

 

2:45 – 3:00 p.m.  Networking Break, Visit the Exhibits   

3:00  – 3:40 p.m.

SNACK TIME SESSION

(select one)

 Engaging Young Professionals in Your Mission

Shaunessy Jones
Treehouse

 Help that Puppy Grow! What Dogs Can Teach Us About Donor Cultivation

Cole Eckerman
Bellevue Arts Museum

 How to Build Your Email List with Google Ad Grants and Attract Web Visitors Frothing at the Mouth for Your Content

Dan Magill
ProActive Content

 Fundraising Is a Team Sport Anchored in Trust: Building Core Skills via Applied Improvisation

David Westerlund
Be Present Discover Joy Consulting

Building Your Mission Into Your Event

Tracey Lorts
Greater Giving 

Samantha Swaim
Swaim Strategies

 

3:40  – 3:45 p.m.  Networking Break   

Track:

 

SMART STRUCTURES ORGANIZATIONAL CULTURE COMMUNITY CAREER ADVANCEMENT

3:45  – 5:00 p.m. 

SESSION 3

(select one)

Third Party Events

Cole Hardman
Seattle Children's Hospital & Research Foundation

Teresa Nelson, CFRE
Puget Sound Keeper 

Melissa Cardenas
Seattle Children's Hospital

Development Committee Makeover

Moderator:
Susan Howlett

Susan Howlett Strengthening Nonprofits 

Actors:

Chris Burkett, Seattle Opera; Hong Chhuor, Seattle Opera; Jeni Craswell, Hopelink; Michelle Muri, Nonprofit Executive; Nick Peyton, University of Washington; & Rob Wiseman, Pacific Science Center

 Engaging the Next Generation of Philanthropists and Generational Giving

Alan Pratt
Pratt Legacy Advisors

Mid-Level Donors: How to Find Them, How to Sustain Them, and How to Create Your Next Major Donor

Linda Rabadi Fair
Seattle Art Museum

Mary Rennekamp
Friends of the Children 

5:00  6:00 p.m.

Thursday Night Reception | Meydenbauer Convention Center

 

DAY 2: FRIDAY, JUNE 7     
8:00 – 9:00 a.m.

Registration & Breakfast, Visit the Exhibits 

9:00 – 10:30 a.m.

Welcome and Keynote Address

Navigating Amidst Overwhelming Times – Whether Because of Trauma, Crises, or Really, Really Hard Days

Laura van Dernoot Lipsky
The Trauma Stewardship Institute

 10:30 – 10:45 a.m. Networking Break    
 Track: SMART STRUCTURES ORGANIZATIONAL CULTURE COMMUNITY CAREER ADVANCEMENT

10:45 – 12:00 p.m.

SESSION 1

(select one)

 Impact Investing: Grow Your Audience and Diversify Your Funding Model

Melissa Campbell
PCC Farmland Trust

Judith Austin
PCC Farmland Trust

 Ethics Gameshow

Angela Beard, PhD
Sanford Institute of Philanthropy at City University of Seattle

Christie Cotterill, CFRE
Washington State University College of Veterinary Medicine

Marzette Mondin
UW School of Social Work

 Intersectional Feminism in Fundraising and Philanthropy

Fleur Larsen
Fleur Larsen Facilitation

Aparna Rae
The Moving Beyond Initiative

 Donor Strategies: Metric, Culture, Compass

Krista Berg
University of Washington

Lana Harvey
University of Washington

 

 12:00 – 1:15 p.m. Professional Achievement Award Luncheon & One Gift Presentation
Track:  SMART STRUCTURES ORGANIZATIONAL CULTURE COMMUNITY CAREER ADVANCEMENT

1:15 – 2:30 p.m.

SESSION 2

(select one)

Hiring the Best: Strategies for Attracting and Retaining Top Talent in a Competitive Market

Dan Nevez
Campbell & Company

Rebecca Weaver
The Trust for Public Land

 Too Good to Leave, Too Bad to Stay: How Do We Break Up with Toxic Philanthropy and Rebound into Racial Equity

Jess Boyd
Vietnamese Friendship Association

Christina Shimizu
Wing Luke Museum

 Nonprofit Messaging in a Politicized World: Bridging Divides and Appealing to Constituents

Anna Goren
Campbell & Compan

Kirsten Rogers
IGNITE National

Savitha Reddy Pathi
Climate Solutions

Ritee Sponsler
Planned Parenthood

The Business of Fundraising: Adventures In Successful Corporate Fundraising

Alicia Crank
YWCA Seattle, King, Snohomish 

 

 2:30 – 2:45 p.m. Networking Break
Track:  SMART STRUCTURES ORGANIZATIONAL CULTURE COMMUNITY CAREER ADVANCEMENT

2:45 – 4:00 p.m.

SESSION 3

(select one)

 The Art and Science of Donor Surveys

Ariel Glassman
The Ostara Group

Jeff Lockhart
Kirkland Performance Center

 Powerful Story or Poverty Porn? How Compelling Narratives Can Be Ethical and Raise Money

Alison Cheung
Fuse Washington

Hong Chhuor, CFRE
Seattle Opera

Katelen Kellogg
Pride Foundation

 Stewarding Government Partners as Donors

 

Julia Curns-Welch
Seattle Opera

Donor Advised Funds and Working with Seattle Foundation

Jennifer Lee
Seattle Foundation

Stephen Robinson
Seattle Foundation

   

Register Now!



CFRE Credits 

The 2019 Forum on Strategic Fundraising is eligible for CFRE credits. Check back for updates.