
Speakers for 2012 NSFA National Conference

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Keynote Speakers
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Drew Pearson All-Pro Receiver, Dallas Cowboys
Speaker Topic: “From the Locker-room to the Boardroom"
Mission Statement:
“Create a business that is far more successful than my athletic career”
- Super Bowls X, XII, XIII
- Selected All Pro NFL 1974, 1976 & 1977
- Pro Bowls NFC 1974, 1976, 1977
- NFL All Decade Team of the 1970’s Selected by the NFL Hall of Fame Committee
- Oklahoma Sports Hall of Fame - 2008
- Pop Warner Football Hall of Fame
- South River High School Wall of Fame
- New Jersey Sports Hall of Fame
- New Jersey Sports Writers Hall of Fame
- Tulsa University Hall of Fame
- Texas Black Sports Hall of Fame
- Dallas Cowboys Ring of Honor – 2011
- NFL Alumni Career Achievement Award - 2005
- Distinguished Alumni – Tulsa University
- NCAA Silver Anniversary Award – 1998
- NFL Alumni Dallas Chapter Legends Award – 1993
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Aly Sterling CFRE, Aly Sterling Philanthropy, LLC
Speaker Topic: “This is Not Your Parent’s Wallet: Preparing for a New Philanthropy”
While still containing money (the plastic kind at least) the wallet held by today’s donor only slightly resembles that of their parents. And while some of our non-profits may choose to lament these changes, others see immense opportunity for success and real mission transformation.
It is exhilarating that as non-profit consultants, our team is so close to the pulse of what is happening in our sector. Through listening to what non-profits are saying, and monitoring how donors are responding, we can better understand how to raise money, motivate decisions and organize scarce resources for impact. And as change abounds, we are constantly evaluating our efforts against the landscape, distinguishing fleeting trends from actual paradigm shifts that are significant enough to influence broad-based behavior and shape the best practices vital to our work.
Aly Sterling, President and Founder of Aly Sterling Philanthropy and the Board Catalyst℠ Institute, has identified the five fundamental shifts that will influence the future direction of our fundraising success. No longer trends, these key changes involve how we package and sell our mission, inspire an internal culture, partner with the community, take our cues from women, and define leadership in a new way. Explore the “wallet” concept with an eye towards gauging your own organization’s inclination and ability to embrace this new era of giving.
Bio:
A native of Toledo, Ohio, Aly Sterling holds a Master of Arts degree from the University of Toledo, in sociology. Aly has over twenty years experience serving the non-profit sector, both professionally and in a volunteer capacity.
Aly’s expertise includes strategic fundraising, marketing, board and leadership development. Aly has held fundraising positions with organizations of varying size – from emerging or grassroots non-profits; through to working for the #1 most integrated health care system in the United States.
As a consultant, Aly’s clientele include numerous facets of the non-profit world, including the social / human service, education and healthcare sectors. Her company, Aly Sterling Philanthropy, focuses on developing sustainable fundraising solutions for her clients. Her team accomplishes this through their core philosophy of ensuring each organization has a sound infrastructure from which to grow and prosper. Aly Sterling Philanthropy’s service line includes capital campaign feasibility and leadership, direct mail solicitation, strategic planning, executive training and recruitment, and board governance through their Board Catalyst℠ division.
Aly is an alumni of Leadership Toledo, a recipient of the “20 Under 40” award, a Women in Communications Crystals Award winner and a fellowship graduate of an executive leadership program awarded through the Weatherhead School of Management, Case Western Reserve University, Cleveland, Ohio. Aly is proud to have obtained the distinction of being a Certified Fund Raising Executive Professional (CFRE).
A frequent presenter on fundraising topics for local, regional and national associations, Aly is a past president of the Northwest Ohio Chapter of the Association of Fundraising Professionals (AFP) and a published BoardSource contributor. An active volunteer, she holds current board positions with St. Ursula Academy and the Arts Commission of Greater Toledo, and former positions with Leadership Toledo, Toledo Area Planned Giving Council and David’s House Compassion.
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Dr. A Marcus Nelson Superintendent of Schools, Laredo Independent School District
Speaker Topic: “Beyond Rhetoric for School Foundations”
This session will offer inspiration and hope for school leaders as we attempt to address the ever increasing economic shortfall facing many public and private schools across our country. My personal story of hard work and perseverance resonate with school foundation leaders because they are in the trenches working hard each day to transform the economic realities of their various organizations and school districts. I plan to highlight the desperate need many of our children have for education and how more resources and support to classroom teachers is the fundamental way to change children's lives. As Superintendent of Schools in an urban district, Nelson recognizes the importance of collaborating with communities and engaging parents as a way to form viable partnerships. Because he works in schools that are 97% economically disadvantaged, he is reminded on a daily basis about the need for continued support.
Bio:
Superintendent of Schools for the Laredo Independent School District. In this position, Nelson serves as the Chief Executive Officer of more than 25,000 students on 32 campuses including 21 elementary schools, 6 middle schools, 3 comprehensive high schools, and an exemplary Early College High School located on the campus of Texas A&M International University. Laredo, Texas is located 150 miles southwest of San Antonio, Texas on the North bank of the Rio Grande River and is the U.S. principal port of entry into Mexico.
Prior to this position, Dr. Nelson served as the Chief Academic Officer and second-in-command for the Judson Independent School District (a suburb of San Antonio, Texas). Over the course of his career, he has served as an elementary fifth grade teacher, high school Algebra teacher, middle school vice principal, high school assistant principal, high school principal, and director of secondary schools.
At each stage of his career, Dr. Nelson has been an agent for positive change. As a nationally renowned former high school principal, Dr. Nelson has inspired audiences with his powerful message of positive thinking, team work, and self-determination. He has earned several college degrees including an undergraduate degree from Abilene Christian University and two master’s degrees and a Doctoral degree from Texas A&M University – Commerce.
Dr. Nelson believes that hard work pays off and his life proves it. This extraordinary leader comes from an ordinary background. And his message of personal success through public education resonates with parents, students, and educators.
In 2002, Dr. Nelson incorporated Beyond Rhetoric (www.marcusnelson.org), a company highlighting Dr. Nelson’s presentations, which meet the needs of a variety of groups/organizations. Presentation offerings include assemblies, keynote speeches, professional development, and consulting services to an increasing number of national clients. Since 2004, Dr. Nelson has given over 200 presentations. His audiences connect with his energy, charismatic delivery, and inspirational message.
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Sam Davidson Speaker, Author, & Entrepreneur
Speaker Topic: “Simplify Your Life”
Building upon the themes and lessons of his recent book, Simplify Your Life: How to de-clutter and de-stress your way to happiness, Sam Davidson offers valuable insights for those who have the ambitious and audacious goal of making the world a better place, but whose lives seem anything but simple.
Beginning with the notion of a dream, Davidson offers practical and inspiring lessons for anyone looking to change the status quo without losing their minds. He sheds light on how to define your values, how to make decisions about where to spend your time, and how to live a much more focused life so that you can be happy at work and at home. Energetic, humorous, and uplifting, Davidson’s keynote borrows examples from the worlds of art, leadership, entrepreneurship, and storytelling. Listeners are left comforted, challenged, and motivated to continue pursuing their dreams of creating a better world.
If you’re looking to better prioritize your life in order to stay balanced and happy, all by finding how to make things simpler and easier to manage, then this talk will offer helpful ideas for doing so.
Bio:
Sam Davidson is a speaker, author, and entrepreneur who tells stories that need telling in order to motivate others to change the things that need changing. In 2006, he founded Cool People Care, a media and merchandise company that has connected thousands of individuals to causes and nonprofits in local communities. Cool People Care’s line of eco-friendly cause-related merchandise has raised over $100,000 for causes ranging from disaster relief to hunger awareness. A sought-after speaker, he frequently speaks on topics such as nonprofit marketing, social entrepreneurship, and community leadership to audiences at colleges and conferences around the country. Recent speaking engagements have included the 2010 YMCA General Assembly, the Center for Nonprofit Management, Young Nonprofit Professionals National Conference, TEDxRaleigh, Vanderbilt University, and the US State Department’s Foreign Fulbright Program. He is the author of three books: New Day Revolution, 50 Things Your Life Doesn’t Need, and Simplify Your Life. He lives in Nashville with his wife and daughter.
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Randall Hallett
Executive Director of Development, The Nebraska Medical Center
Speaker Topic: "Get Out and Make the Call": Fundraising Motivation for Education Foundation Personnel
Struggling to figure out who to talk to about gifts? Do you dread personally asking face-to-face for a contribution? Is your work time dedicated to special events so you think that you don’t have time for face-to-face fundraising? In sixty (60) minutes, this fast moving, interactive keynote will share secrets of the solicitation process, demonstrate how to work with a donor one-on-one, and show how to plan/track fundraising activity.
Bio:
Randall Hallett has spent his entire career on the “fundraising front lines.” His experience includes running two successful capital campaigns of $25 million and $40 million dollars, overseeing alumni relations/associations, organizational marketing efforts, planned giving initiatives, special event fundraising, and multi-faceted annual giving campaigns while working in secondary education, college athletics, university advancement, and the health care industry. Randall has indicated on many times that fundraising, and in particular asking someone to invest in a great organizations, is one of the great thrills of his professional life...and each time it happens it is the same great feeling. And nearly as exciting, he says, is to watch the receipients use the resources of the generous donor to be happier, more education, healthier, and/or more prepared for life knowing that he had a very, very small part in that opportunity.
Randall also has spent a great deal of time on his own formal education. Randall received a B.S. in Business Management/Finance from the University of Nebraska at Omaha, an MBA from the Henry W. Bloch School of Management at the University of Missouri-Kansas City, a Juris Doctorate from the School of Law at the University of Missouri-Kansas City with a personal emphasis in taxation of gifts, estates and trusts, and is completing his doctorate in public policy and educational leadership at the University of St. Thomas in St. Paul, MN. His dissertation subject is a study of successful fundraising operations with a selected group of secondary public educational districts. Randall also obtained his CFRE (Certified Fund Raising Executive) status in 2006.
In his spare time, Randall loves attending Nebraska athletics events, playing golf, reading, and spending time with his family. He also volunteers on several boards, including two national boards where he serves as the national chair of the board’s Advancement committee. Randall and his wife, Mary Lynn, live in Omaha, NE.
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Frank Merrick
President, Foundation Management, Inc.
Speaker Topic: "Improving Board Performance: Seven Case Studies"
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Conference Speakers
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Dennis Engelke Executive Director, CoServe Charitable Foundation
Speaker Topic: “Grant Writing 101”
Do you have an idea for a project that needs funding support? Do you have limited or no grant writing experience? This workshop is for you. Workshop topics include:
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Dick Baker Executive Director, Union County (NC) Public Education Foundation
Speaker Topic: "Cause Marketing: Creating Corporate Partnerships for Your Cause" Participants will learn the value in viewing opportunities in multiple dimensions to increase revenue, enhance visibility; increase volunteers broaden the organization’s network and reach new audiences. You will learn the techniques, “hot buttons” and key words that can lead to strategic, integrated programs that achieve your mission objectives while delivering marketing, sales and PR benefits to a corporate partner. |
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Jorene Jameson
President & CEO, Broward Education Foundation Speaker Topic: “Get on the Bus! Engaging your school employees in annual giving.”
Get on the Bus! How can you implement a successful annual school district employee campaign? In Broward County, we increased our campaign by 40% in one year--how did we do it? The key elements of a successful annual campaign with school employees: Creating a plan, leadership, soliciting volunteers, marketing, creating “sizzle,” enlisting top support (Superintendent, school board), coaching, incentives. Broward County example: how we increased donations by 40% in one year.
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Eddie Fakhoury Executive Director, Dearborn Education Foundation
Speaker Topic: “Connecting the Dots" via Marketing & Bridge Building We’ve all been there and some of us are there now. Sitting in an empty office alone and asked to carry an organization over to the next level in its maturation process. It seems daunting especially when you are a one person office and starting from scratch. Where does one start? “Connecting the Dots via Marketing & Bridge Building” will be a discussion that will help shape a foundation and position it properly in its community in its most crucial moment – the very start.
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Mary Chance President, Consortium of Florida Education Foundations
Speaker Topic: “Stepping into STEM: Roles for Local Education Foundations” Research tells us that student interest in STEM (science, technology, engineering and math) increases through hands-on, relevant learning opportunities. Businesses tell us they need a better pipeline of STEM-proficient employees at all levels. Local education foundations are uniquely positioned to advance STEM education in their school districts and build stronger relationships with local businesses in the process. Learn how you can “Step into STEM” with some practical, replicable program ideas adaptable for foundations of all sizes
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Pradip Das, PhD President, Ladue Education Foundation
Speaker Topic: “School-Industry Mentoring Partnership: Case Study” Increasingly, mentoring of students in middle and high schools to build skills in solving real life problems encountered in our science-based industries has become not only a need, but urgent priority for the nation. The speaker will present a couple of business cases where Ladue Education Foundation has facilitated such STEM mentoring programs for the Ladue School District students with local science-based research and commercial organizations.
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Mike Bacon CFRE, Bacon Lee & Associates
Speaker Topic: "Building Strong & Engaged Boards"
Join us for a step-by-step presentation on the life cycle of a Board....from setting job expectations, recruiting the right volunteers, orienting them for performance, training and ongoing education and even how to part ways with board members. We will cover how to identify the strengths and weaknesses of your current board, how to run effective board meetings and how to keep them engaged in your governance and fundraising work.
Bio:Founder and principal of Bacon Lee & Associates, Michael Bacon, CFRE brings 21 years of experience in fund development, board training and long-range planning to benefit the charitable organizations. The company now has offices in San Antonio and Austin and works with many clients in the Texas Hill Country. The firms website is www.baconlee.com
Mike’s professional and volunteer experience includes:
· Grant Manager, Kronkosky Charitable Foundation
· Corporate Relations Analyst, H.E.Butt Grocery Company
· Director of Development, San Antonio Academy
· Assistant Director of the Annual Fund, Kenyon College
· Chair for the McCombs School of Business Alumni Board at the UT Austin
· President of the Trinity University National Alumni Board
· President of the Board of Catholic Television San Antonio
· President of the San Antonio Chapter of AFP
Michael was named to the San Antonio Business Journal’s 40 Under 40 List for 2006 and honored by the San Antonio Chapter of AFP as the 2008 Outstanding Fundraising Professional.
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Kathleen Brooks Senior Account Executive, Harris Connect, LLC
Speaker Topic: "Alumni: Your Source to Individual Giving"
Harvard was the very first University to realize the power of Educational Philanthropy well over 100 years ago. Since that time, Colleges and private schools have successful adopted that philosophy. In 2010, philanthropic giving to higher education exceeded $28 Billion! 30% of that was from Alumni!
In this session, The newest generation of educational philanthropists; Public School education foundations; will realize the impact of alumni development. You will learn the steps necessary for developing a successful Alumni program, Best Practices, data development and management, relationship building, and fundraising to resonate with alumni!
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Aly Sterling CFRE, Aly Sterling Philanthropy, LLC
Speaker Topic: “Transformational Stewardship: Earning, Retaining & Inspiring Donors for Life" Stewardship: the easiest way to earn, retain and inspire donors to support your mission. Explore what influences and reinforces donor behavior and motivation - design a plan that includes all the critical elements of an integrated – and mutually rewarding - stewardship program.
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Marla Lillie Executive Director, Claremore Public Schools Foundation
Carrie Rankin Executive Director, Waterloo Community Schools Foundation
Speaker Topic: “Obtaining & Fulfilling Challenge Grants”
Challenge Grants present amazing opportunities but are often, well, a challenge! In this workshop you will hear about one LEF’s experience as they pursued an “all or nothing” $80,000 matching grant. The presenter will candidly share what they did and what they learned along the way. Will a Challenge Grant enhance your fundraising campaign? How do you locate a donor to set up the match? Does it affect your procedures if that donor is “Anonymous?” Learn the key aspects of fundraising in conjunction with a Challenge Grant and how it can be used for virtually every type of campaign. This session will include time for your participation so come prepared to ask questions and share your experiences.
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Sam Davidson Speaker, Author, & Entrepreneur
Speaker Topic #1: “Defining and Promoting the Brand that is Your Nonprofit Organization”
Apple, Starbucks, and the Dallas Cowboys - all have devoted fans that support them year after year, no matter the outcome. Your nonprofit organization can have the same kind of support and following as a major brand, but only if you focus on what your organization stands for. In this hands-on workshop, Sam Davidson will walk attendees through a step-by-step process to define their nonprofit organization’s brand essence, articulate their brand’s action, and begin planning to promote that brand to potential volunteers, supporters, donors, and fans. Successful nonprofit brands will be highlighted, and best practices offered from how these brands became well known and created a dedicated base of support in the process.
Speaker Topic #2: “Creating a Young Professionals Board at Your Foundation”
Marketing to young people is one thing; getting them to make a long-term commitment is another. In this informative and interactive workshop, Sam Davidson will showcase reasons why a junior board made up of people under the age of 35 can be an asset to your organization. He will also share best practices from organizations that have leveraged a young professionals board to increase attendance at events, raise money, and add to their volunteer base. Attendees will leave with valuable tips and a step-by-step guide to implementing and managing a junior board.
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Mandy Hamilton-O'Neill CEO, Leukemia Texas (former alum and Executive Director of Irving Schools Foundation)
Speaker Topic: “Alumni Fundraising”
Come hear how the Irving Schools Foundation has had recent success in reaching out to (and retaining) our alumni - through board development and fundraising!
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Krina Lemons Executive Director, Salem-Keizer
Speaker Topic: “Sustainability Planning: The Masterpiece of Your Foundation”
Every Great Artist knows it takes multiple layers of color, each building upon the other to create a masterpiece. A strong, sustainable development plan is like that masterpiece; contingent upon layers and layers that build upon one another to form long-standing relationships, making each stronger together than independently. Come work on your foundation's sustainability plan and learn how to layer alumni relationships, earned income, donor programs, and community partnerships with your strategic plan. Building your programs investment portfolio into a diverse and strong financial base is as much fun as finger-painting!
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Linda Henrie, Ed. D. Superintendent, Mesquite Independent School District Speaker Topic: “Is Your Foundation Making a Difference? Evaluating Outcomes”
Mesquite ISD is funded below the state average based on target revenue. Because of this and the increasing number of students from poverty, our district depends on the Foundation to fund programs that would we would not be able to provide. Because of the availability of these additional programs, our students are achieving higher levels of success and preparing themselves for their futures.
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Wally Moore
Executive Director, Eanes Education Foundation
Speaker Topic: “Doing the most good" - How to best position your education foundation to be the most relevant/helpful to your district
This presentation and discussion will explore a process that insures that foundation dollars are being used to meet a critical need(s) of the district that it serves. This will close the important loop that should exist between the district, the education foundation, and education foundation donors. The result is the district receives financial support of a critical need area and donors get the important confirmation that their gifts are truly making a significant difference in the life of their schools.
Speaker Topic: “Do you conduct an annual fund? You should!" - What are the critical components to a highly successful annual campaign?
The Eanes Education Foundation (Austin, TX) raises $1million+ annually through their Teacher Fund annual campaign. This presentation and discussion will explore the important components and processes that produce great annual fund results.
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Fred Campos
Chief of Marketing, Fun City Social Media
Speaker Topic: “Effective Social Networking for your Foundation”
Social Media can be the mouth piece of your foundation. Learn how to use social media to stretch your reach. Discuss tips and tricks for drawing attention to your foundation’s functions. Learn how to effectively use Facebook Places, Meetup, Eventbrite and Pinterest to reach your audience. Study games, check-ins, Foursquare and other social media to network your functions.
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Randall Hallett
Executive Director of Development, The Nebraska Medical Center
Speaker Topics:
“990 Implications For Your Not for Profit Organization”
While relationships are the hallmark of success in fundraising, legalities are the underpinning of compliance and staying out of trouble. Over the past couple of years, the IRS has made large changes to reporting requirements which has led to questions by executives and board members. Learn about the IRS, form 990, and what is now required—all leading to great financial transparency for your organization and donors.
“Legal Updates for Your Not For Profit Organization”
With some fundamental quick steps and understanding, essential legal issues can be handled and even “headed off” before they even get started. Basic duties of board members, gift acceptance policies, indemnification/insurance, employment agreements, and legal issues of special events will be highlighted. In five (5) major areas, this presentation will address issues that will help foundation execs and board members be prepared for legal challenges.
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Karla Sartin
Development Coach & Consultant, Quantified Consulting, Inc.
Speaker Topic: “Drag-n-Drop Grant Application Prep”
While grant-making organizations don’t make things easy by using standardized criteria templates, most have some commonalities. “Drag-n-Drop Grant Application Prep” is designed to highlight and explain the seven most common elements most funders require in grant applications. Bring a viable foundation grant application that you want to apply for, and we’ll work through the common elements. Additionally, every participant will receive an additional 30-minute consultation within one month of the workshop (good only through May 13, 2012) to answer any additional questions.
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Sal Polizzotto
Partner, GonserGerber
Speaker Topic: “Board Leadership, Funding to Make a Difference”
Addressing critical funding initiatives is among the key objectives for school leadership and board members. Developing, planning and implementing a sustainable and effective major gifts program is the most effective means to engage, support and effectively involve school leadership and board members in support of mission and vision driven major gifts funding-raising through developing the roles and creating the program, methods, structures, support systems and express focus for major gifts.
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Linda Johnson, M.Ed, CFRE Director of Development, Jefferson County Public Education Foundation
Speaker Topic: “Developing a Stellar Board of Directors for your Foundation"
This is an exciting workshop that will lead you through the path of having a dynamic non-profit organization. It will lead you through evalution of your current board members, evaluate current board members and motivating current board members to become actively involved in your organization. It will help you understand your board members motivation as to why they are on your board in the first place. It will help you indentify your current board strengths and weakness and help you build a steller board of directors.
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Allison Miller Director, Frisco Education Foundation
Speaker Topic: “Program Funding & Sustainability”
As Mohammed Ali once said, “Me,we”. In this session learn how to put the “we” in your program funding and sustainability by developing or nurturing current programs to engage corporate, civic, and school organizations. It takes a community to build a foundation and skin in the game to sustain it.
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Karin Cox Senior Executive Vice President and Chief Creative Officer, Hartsook Co.
Speaker Topic: “Growing You: The Executive Director”
Your role challenges you and pulls you in different directions. It’s only natural to feel, “there’s only so much of me to go around!” This session will focus on “growing you” to meet those challenges, improve your organization and improve your personal quality of life. By focusing your time and energy on the MOST important task, you’ll lead a healthier organization…..and you’ll become a healthier, happier professional.
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Suzi Pagel Executive Director, Midway ISD Education Foundation
Speaker Topic: “Above Reproach: Practical Tips to Running a Transparent and Efficient Nonprofit Agency”
Following a series of embezzlement charges directed at other community nonprofitorganizations in 2007, many local donors were concerned about whether their donations were being used properly. Our Foundation implemented policies to ensureand demonstrate that we are good financial stewards. Come learn best practices for ethical and transparent financial management through sound business andoffice procedures. Learn more about organizations that offer training and work together to inspire confidence in the nonprofit community.
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Gail Rothman & Paula Collins Executive Director & Board Chair, Decatur Education Foundation
Speaker Topic: “Rediscover Passion: A New Model for Board Engagement”
Do you sometimes feel like the committee structure of your board just doesn't work? Do your board members feel like they spend all their time in meetings? Do you wonder what happened to the passion and energy that brought a board member to your organization? We found ourselves asking those questions and decided to introduce a new model to our board to tap into their passion for our work. We started with a new paradigm for board recruitment and continued with a modified board structure. Come hear the simple things we did and share your own experiences in this interactive session, which will provide both the executive director and board chair perspectives.
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Traci Skalberg & Candi Wiemers Executive Director & Program Director, Grand Island Education Foundation
Speaker Topic: “Show Me the Data = Show Me the Money!"
Scholarship regulations and paperwork got you down? Take your scholarship program to the next level with an online application and review. Learn how the Grand Island Education Foundation has thrown away the paper, complied with IRS regulations, increased student applications, compiled REAL data, and grew a scholarship program from $120,000 per year to over $400,000 per year.
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Valerie Foster Executive Director, Sanger Education Foundation
Speaker Topic: “It's a Business" - by Valerie Foster & Connie Pelphrey
What do your donors look for in your foundation? Do they look to see if you are meeting your mission? Most certainly, but before they make their donation they also look to see how your foundation is run. Do you run it like a business? Learn why it is important to have business policies and procedure in place.
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Connie Pelphrey Executive Director, Lewisville Education Foundation
Speaker Topic: “Fundraising for the Future"
So you are holding fundraiser and awarding grants and scholarship. What is next? What are you options for preparing your foundation for fundraising in the future? Do you look at planned giving programs, enterprise funding or maybe individual relationship building? What do you need to do to prepare your foundation board?
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Elaine Free, Ed.D. Education Foundation Consultant, Successful Ways, Inc.
Speaker Topic: “Essential Policies, Procedures and Best Practices for Your Foundation”
A comprehensive overview and discussion of essential policies, procedures and best practices that contribute to the success of education foundations will be the focus of this session. Information shared will assist foundation board members and staff in assessing their foundation and gaining insight to operational changes that should be implemented in order to be more successful.
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Milli Christner, PhD & Laurie Cromwell Founder and Principal Consultant, Foundation Innovation
Speaker Topic: “The Components for Sustainability for Education Foundations" Are you interested in starting an education foundation? Have you started one and need to know where to go from here? Or do you have an established foundation that is need of new life? Learn the key steps necessary to develop a successful and sustainable education foundation by utilizing the research based best practices that will benefit your District for years to come, including: board development; organizational structure; image development and marketing; funding priorities and process; and a comprehensive fundraising plan.
Speaker Topic: “Effective Strategic Planning"
If you don’t know where you are going, how will you know when you get there? Strategic planning provides an opportunity for an organization to learn about who it is, where it wants to go and how it will get there. Developing and implementing a strategic plan will make your organization more effective at programming, operations and fundraising. Participants will learn the key elements of a strategic plan and how to implement a strategic planning process for their organization including:
· Data Collection (Environmental Analysis & Organizational Assessment)
· Strategic Direction
· Annual Plan
· Implementation or Action Plans
· Evaluation & Assessment
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Jodi Bender Sweeney Partner, Foundation Excellence, LLC Speaker Topic: "The Complete Annual Fundraising Plan"
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Nina Menis
Executive Director, A+ Foundation for West Aurora Schools
Speaker Topic: "Working effectively with your School Administration"
Discover how to build a plan to increase involvement and investment from your school administration. Learn about key ingredients for success for a public school foundation and why school administrators should be important members of your team. Hear examples of involvement and what strategies are most effective.
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Bill Hoffman
Bill Hoffman & Associates
Speaker Topic: “If you don't know where you are going, you will end up somewhere else”
Yogi Berra probably wasn't talking about strategic planning for education foundations when he gave that quote, but it certainly applies. Many education foundations work very hard on their mission and vision statements, but then produce strategic plans that are difficult or impossible to implement. In this session you will learn how to develop a dynamic plan which not only provides clear, measurable goals for the board, executive director, and staff, but also assures organizational success.
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Jim Collogan & Laurie Cromwell
Speaker Topic: “Description for Starting a K-12 Education Foundation Workshop”
So you are thinking about starting or have just created an education foundation to support your school district, now what? Others were in your very shoes at one point and now are involved with successful education foundations. Learn from those through a panel discussion featuring a superintendent, school board member, executive director, consultant, national expert, foundation board member, and funder. You will hear unique perspectives how to successfully initiate and launch an education foundation to supplement the resources needed by educators and students in their school or district.
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Wayne Padover, PhD
National University-Los Angeles
Karen Anderson
Executive Director, Red Oak ISD
Scott Niven
Superintendent, Red Oak ISD
Dr. Susan Simpson Hull
Superintendent, Grand Prairie ISD
Dr. Donna Elder
National University-Los Angeles
Speaker Topic: “Understanding the Superintendent's Perspective in Building Ed. Fund Capacity”
The purpose of this workshop is to assist conference attendees to better understand the perspective of the school district administration, school board and site administration as related to working with local education foundations; identify specific strategies for local education foundation leadership; and participate in a problem solving forum to share experiences relative to working together.
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Darrell Slabaugh
Board Chair, Texas School Foundation Association, Consultant
Speaker Topic:: “Constituent Based Donor Development”
Different constituents have different interests in your foundation and what they expect from your programs. This program will discuss various constituent groups and discuss logical approaches to maximize donor potential.
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Friday Special Take Away Sessions
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Karla Sartin
Development Coach & Consultant, Quantified Consulting, Inc.
Speaker Topic: “Drag-n-Drop Grant Application Prep”
While grant-making organizations don’t make things easy by using standardized criteria templates, most have some commonalities. “Drag-n-Drop Grant Application Prep” is designed to highlight and explain the seven most common elements most funders require in grant applications. Bring a viable foundation grant application that you want to apply for, and we’ll work through the common elements. Additionally, every participant will receive an additional 30-minute consultation within one month of the workshop (good only through May 13, 2012) to answer any additional questions.
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Trisha Sheffield Trisha Sheffield Copywriting
Speaker Topic: “QR Codes, Constant Contact, I Contact and Survey Monkey”
New technologies emerge constantly, but do you know how to use them effectively? In this session, we’ll discuss e-mail marketing best practice, as well as the creation and utilization of QR codes and Survey Monkey. We will focus on how each can be used to broaden your marketing reach and deepen existing relationships among your donor base.
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Kristin Zastoupil Executive Director, Midlothian ISD Education Foundation
Speaker Topic: “Professional Publications with Adobe Photoshop and InDesign”
Learning to design your own publications can save money for your foundation. This session is a crash course that teaches the basics of Photoshop and InDesign, plus a few cool tricks to spice up publications. Participants will walk away with an ad and flier they designed. Participants will need to bring their own laptops pre-loaded with Adobe Photoshop and InDesign 4.0, 5.0 or 5.5.
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Fred Campos
Chief of Marketing, Fun City Social Media
Speaker Topic: “Successful Social Media: Boosting your Presence with Donors”
A brief history as to why you need social media. A quick over of the four most popular pieces of social media (Twitter, Facebook, YouTube & Pinterest) for non-profits. A discuss of tools to use to help find, connect, and engage potential donors in this media. Finally, some recommended “Dos” and “Don’t” in using and broadcasting with social media.
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Chris Miller
Director of Instructional Technology, Sanger ISD
Speaker Topic: “Creating Your First Video Podcast - PC edition”
This session guides participants through the process of using Windows Movie Maker to create a video podcast that can be uploaded to your Foundation website or streamed from YouTube. Participants are encouraged to bring a laptop with a built in webcam.
Speaker Topic: “Creating Your First Video Podcast - Mac Edition”
This session guides participants through the process of using iMovie to create a video podcast that can be uploaded to your Foundation website or streamed from YouTube. Participants are encouraged to bring a laptop with a built in webcam.
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