Conferences & Training
Conference on Diverse Philanthropy and Leadership

Day 1 Day 2
Day 1, Thursday, April 12

Registration and Continental Breakfast

Welcome and Introductions

Opening Keynote Address
Be part of an informal conversation with Emmett D. Carson. Consistently recognized as one of the most influential nonprofit leaders in the United States, Carson continues to challenge development professionals and other community leaders to thoughtfully consider the current state of philanthropy and what the future may hold. This conversation will be hosted by Blayne Alexander Bailey, a Washington, D.C.-based correspondent for NBC News Channel and four-time Emmy Award nominee.
Speaker: Emmett D. Carson, President and CEO, Silicon Valley Community Foundation
Moderator: Blayne Alexander Bailey, NBC News Correspondent (Washington, D.C.) and Emmy Award Nominee

11:00 AM-12:15 PM
Elective Sessions (choose one)

  • Leadership Session
    Leading While Green: How Emerging Leaders Can Ripen Into Effective Leaders
    The real world doesn't always look favorably upon beginners, who are often treated like green bananas and told to sit on the shelf until they can be useful. Young leaders who are given the opportunity to excel are consistently reminded about their inexperience and the difficult road ahead of them. In this session, Pierre Quinn shares strategies and stories that can help emerging leaders demonstrate effective leadership while they are on the journey to ripening well. 
    Speaker: Pierre Quinn, Chief Executive Officer, The Cardell Group
  • Philanthropy Session 
    Prospect Research: Poking and Prying with a Strategy
    What you don't know may hurt your bottom line. If you haven't thoroughly researched your donors before you meet with them, you might as well leave a wad of cash on the table when you walk out the door. Don't let what you don't know hurt your bottom line—work smartly, understand your prospects and increase the revenues needed to further your organization's mission. In this session, Anissa Holmes will present practical strategies along with free and inexpensive tools to help you better understand your prospects and their giving capacity through focused research. Participants will leave this session with useful handouts and website links that will guide them in developing a promising donor research strategy.
    Speaker: Anissa Holmes, Acting Director of Development Research, Smithsonian Institution

Networking Lunch

Elective Sessions (choose one)

  • Leadership Session
    Initiating Trust Building for Leaders in Advancement Within Higher Education
    Trust is critical to governance, performance and organizational health. Trust is increasingly important in advancement and higher education due to significant changes to the defining aspects of the university. With fewer historical structures or traditional processes to depend upon, leaders must engender trust in their institutions based upon core values. But leaders have not been challenged to build trust across constituencies and university offices. Learn of the success of one trust building effort at a metropolitan university serving a diverse and multigenerational community. Evaluation of trust building outcomes is included. 
    Speaker: Sandra L. Williams, Associate Professor and Program Coordinator of Human Resource Development, Northeastern Illinois University
  • Philanthropy Session
    Successful Strategies for Major Gift Officers
    Learn strategies for successfully working with prospects and donors at each step of the donor continuum of identification, evaluation, cultivation, solicitation and stewardship. There is an art and science to major gift fundraising that requires skill, personality and perseverance. In this session, Anna Barber, 15-year major gift fundraising veteran, will walk you through strategies for closing major and leadership gifts from individual donors. Learn how to develop your own personal fundraising plan, use one-on-one meetings to further relationships and build a pipeline, effectively work new prospect bases and use events to drive philanthropic support. 
    Speaker: Anna Barber, Principal Consultant, Barber & Associates, LLC

Keynote Address: Life Lessons on Leadership and Diversity 
As the ninth president of MSU Denver, Janine Davidson, Ph.D., is a compelling leader with extensive experience guiding large and complex organizations, including most recently as the thirty-second Undersecretary of the Navy. Since joining MSU Denver in July 2017, Dr. Davidson's primary focus has been on student retention and graduation - better serving the nearly 20,000 current students that call MSU Denver home and preparing them to launch into the workforce. Dr. Davidson has nearly 30 years of experience in national security policy, military operations, and academia. She will share her own experience and insight on the importance of diversity, and how to promote it in leadership, decision-making, and education.
Speaker: Janine Davidson, President, Metropolitan State University of Denver

Networking Reception
National Museum of African American History and Culture

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Day 2, Friday, April 13

8:00-9:15 AM
Breakfast and Roundtable Discussions

  • 21st Century Philanthropy: Owning Your Organization's Evolving Identity
    Liz McAllister, Associate Director of Development Student Affairs, Iowa State Foundation
  • Campus Collaborations for Philanthropic Success 
    Howard Davis, Director of Development, Corporate and Foundation Relations 
  • Career Mapping (three tables)
    Alicia Smith, Senior Programs Officer, Charles and Lynn Schusterman Family Foundation; Julie Varee, Donor Relations Director, Anchorage Museum; Michael Bumbry, Director of Development, Kogod School of Business, American University; William Bryant, Revenue and Membership Growth Coach, National Office, Boy Scouts of America 
  • Crowd Funding
    Adrienne McDade, Director Annual Giving, UC Association, The University of Cincinnati Foundation
  • Getting Involved with CASE O&I and AADO
    Debra R. Valentine Gray, Director of Regional Advancement, Indiana University of Pennsylvania; Birgit Burton, Executive Director of Foundations Relations, Georgia Institute of Technology
  • Hiring for Diversity 
    Kathleen Casanova, Executive Recruiter and Director of Talent Development, University Development Office, University of Texas at Austin 
  • Leveraging Challenges at Entry Level
    Dino Hernandez, Vice President of Advancement and Executive Director MSU - Denver Foundation, Metropolitan State University of Denver 
  • Social Media in Fundraising 
    Reshunda Mahone, Vice President of Institutional Advancement, Virginia State University
  • Why CRFRE Certification Matters? 
    Richard  K. Martin CFRE, Principal, Caleb LLC

Elective Sessions (choose one)

  • Leadership Session
    Brass Tacks: How Four Institutions are Driving Workplace Diversity in Advancement
    All higher ed institutions claim diversity is important, but who are the teams that are actually doing innovative and inclusive work to hire a diverse staff? Learn about the efforts of four large public advancement shops' goal to create a talent pipeline together with search firm Aspen Leadership Group. Learn about their short-term objectives, their long-term ambitions, and how they plan to measure success. The consortium is unwavering in the vision of their big hairy audacious goal: to prove that equity benefits EVERY ONE. 
    Panelists: Tahsin Alam, Assistant Vice President, Talent Management, Rutgers Foundation; Angelique Grant, Senior Consultant, Aspen Leadership Group; Amy Lavi, Director, Recruitment & Human Resources, University of Michigan; and Chelsey Megli, Director, Talent Management, University of Oregon 
    Moderator: Christina Chang, Assistant Vice President, Finance, Talent Management and Administration, University of Washington Advancement
  • Philanthropy Session 
    Philanthropy: Cornell's Diversity Alumni Programs (An Alumni Panel)
    Cornell University's Diversity Alumni Programs serve more than 50,000 alumni, six diverse alumni associations, and coordinates the engagement and fundraising efforts of the diversity programs/centers on campus. This dynamic panel of alumni volunteers and donors will address the growth, growing pains, successes and setbacks of a robust program for alumni of color and other historically marginalized identities. Participants will hear first-hand from alumni about their experiences as volunteers and donors, as well as how they serve as advocates for student support and institutional change to better serve diverse constituencies
    Speaker: Matthew Carcella, Director of Diversity Alumni Programs, Cornell University
    Panelists: E. Eric Elmore, Attorney-at-Law, Federal Trade Commission; Terrance Horner, Senior Science Analyst, U.S. Government Accountability Office; David Sandoval, Attorney-at-Law, Eisai, Inc.; Laura Wilkinson, Partner, Weil, Gotshal, and Manges, LLP

10:45 AM-NOON
Keynote Address
VPs Unplugged: The Case for Embracing Diversity
Join a remarkable VP panel—comprised of advancement leadership with expertise in the nonprofit, university system and large university areas—as they share their career trajectories, their insights and what keeps them up at night. Most importantly, hear how their commitment to diversity and inclusion goes beyond rhetoric, and how diversity can make its way to the top of any organization's agenda.
Panelists: Tim Minor, Vice President for University Advancement, University of North Carolina System; Judy Nagai, Assistant Vice President for Development, University of the Pacific; Mamie Jackson Williams, Vice President of Development, Planned Parenthood of Metropolitan Washington, D.C.; and George Zeno, Chief Development Officer, PATH
Moderator: Dino Hernandez, Vice President of University Advancement/Executive Director of the Metropolitan State University of Denver Foundation

Closing Remarks

Conference Adjourns 

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Day 1 Day 2