Wednesday, July 19, 2017

8:30 – 11:00 a.m.                   Opening Plenary Session, What’s New and True, What’s Old and Still Gold, Karen E. Osborne, The Osborne Group, Inc., New York, New York

12:45 – 2:15 p.m. Workshop Session I

2:30 – 3:30 p.m. Workshop Session II

4:00 – 5:30 p.m. Workshop Session III

  • Emerging Track: Branding for Fundraising: Appeals that Inspire, David Huffine, CFRE, VP for Advancement, St. Joseph’s Villa, Richmond, Virginia, and Drew Melson, Director of Marketing Communications, St. Joseph’s Villa, Richmond, Virginia
  • Advancing Track: Women in Philanthropy: A Force to be Reckoned With, Beth Johnson, Founding Principal, Virginia Non-Profit Associates, LLC., Richmond, Virginia, Gail L. Letts, Virginia Market President, First Tennessee Bank, Richmond, Virginia and Claiborne Mason, President, Virginia Home for Boys and Girls, Richmond, Virginia
  • Leading Track: Fifty Shades of Gray – A Development Officer’s Guide to Dating Donors, D. Todd Gray, Vice President and Director of Development, YMCA of the USA, Chicago, Illinois
  • General Track: Leveraging Major Data into Major Gifts, Wendy McGrady, Executive Vice President, The Curtis Group, Virginia Beach, Virginia, and Erin Hogan, Senior Vice President, Philanthropic Market Executive, U.S. Trust, Washington, D.C.
  • Professional Development Track: Finance vs. Development: Let’s Partner (slides available on, search Scott Warren), Scott R. Warren, Director, Warren Whitney, Richmond, Virginia

Thursday, July 20, 2017

8:30 – 10:00 a.m. Plenary Session, Behavioral Economics and Fundraising, Alan R. Hutson, Jr., MPA, CFRE, Principal and Managing Partner, The Monument Group, Richmond, Virginia

10:30 a.m. – 12:00 p.m. Workshop Session IV

  • Emerging Track: Gratitude-Fueled Giving, Cheryl A. Booms, CFRE, Consultant, Richner & Richner, Ann Arbor, Michigan and Sally Wolfe, Senior Director of Development, Williamsburg Landing, Williamsburg, Virginia
  • Advancing Track: Not Another Moves Management System, Dan Jenuwine, Oakland Community College Foundation, Bloomfield Hills, Michigan
  • Leading Track: 15 Years to Life, Bobby Thalhimer, Senior Consultant, The Monument Group, Richmond, Virginia, Lisa Pratt O’Mara, Vice President of Donor Engagement, The Community Foundation Richmond-Central Virginia, Richmond, Virginia
  • General Track: Building an Active and Engaged Board of Directors, Jeanne Allen, Consultant, Trainer, Facilitator, Jeanne Allen Consulting, Durham, North Carolina
  • Professional Development Track: Optimizing Your Personal Planning System, Katherine Harrison, Owner/Professional Organizer, Grace Works, LLC, Harrisonburg, Virginia

12:00 – 2:30 Lunch and Closing Plenary Session, 25 Years of Philanthropy: Reflecting Back and Looking Forward, Moderated by Keith Curtis, President and Founder of The Curtis Group.