Summit Programming & Facilitation


Sunday, January 21

5:00 - 7:00 p.m.Invitation Only: FFE Board of Directors ReceptionThe Cape: Rooftop (Bar/Cabanas)

Monday, January 22

9:00 a.m. - 3:00 p.m.Invitation Only: FFE Board of Directors MeetingThe Cape: A-Frame I
5:00 - 6:00 p.m.First Time Attendee Registration and OrientationThe Cape: A-Frame II
6:00 - 7:00 p.m.Welcome Reception & Returning Attendee RegistrationThe Cape: Glimpse (Rooftop Location)
7:00 - 9:00 p.m.Welcome DinnerThe Cape: Glimpse (Rooftop Location)

Tuesday, January 23

7:30 - 8:30 a.m.BreakfastThe Cape: Manta
8:30 - 9:30 a.m.Day 1 Opening SessionThe Cape: A-Frame
9:30 a.m. - 12:00 p.m.Speaker Workshop
Thriving Through Transformation: Navigating Organizational Change and Fostering Collaborative Success to Increase Engagement and Giving with Mo Cotton Kelly
The Cape: A-Frame
12:00 a.m. - 1:00 p.m.LunchThe Cape: Manta
1:00 - 3:00 p.m.Facilitated Group Discussion, TED Talks and Peer Learning: Management
1:00 - 1:45 p.m. | Legal & Financial Trends with Fraternal Law Partners and Blue & Co.
Not up to date on all the legal and financial jargon/details related to foundations and fundraising? We've got you covered! This session will help you understand the current landscape of legal and financial trends and what you should be on the lookout for as you lead your organization's charitable work.

1:45 - 3:00 p.m. | Board & Staff Engagement TED Talks
Dream Manager Program with Bob McKenney, Pennington & Company
In 2011, Pennington & Co. piloted the Dream Manager program to a select group employees. The concept was based off Mathew Kelly's book The Dream Manager. Nearly 15 years later, the Dream Manager program has seen more than 1,300 dreams realized, employee tenure increased, and in 2023, 80% of Pennington employees Agreed/Strongly agreed the Dream Manager program made them feel more satisfied at work.

Compensation, Benefits, Incentives with Scott Bova, Triangle Foundation
In this TED Talk, Scott Bova will share ideas and processes to incentivize the entire team and maintain ethical standards as established by the Association of Fundraising Professionals (AFP).

Facilitated Large Group Discussion and Peer Learning: Talent Recruitment and Retention

Board Dynamics: Tools & Tips for Engagement with Allison Rickels, The FarmHouse Foundation
Foundation board members and volunteer leaders of our organizations are constantly changing. This TED Talk will provide tips for change management as you work with your organizations most engaged volunteers.
The Cape: A-Frame
3:00 - 5:30 p.m.Casual Reception and NetworkingThe Cape: Lobby Bar
5:30 p.m.Optional Offsite Dinner: ToroMeet in Lobby Bar

Wednesday, January 24

7:30 - 8:30 a.m.BreakfastThe Cape: Manta
8:30 - 9:00 a.m.Day 2 Opening SessionThe Cape: A-Frame
9:00 - 11:30 a.m.Speaker Workshop
Unlocking Alumni Impact: Mastering the Art of Engagement in a Multi-Generational World with Mo Cotton Kelly
The Cape: A-Frame
11:30 a.m. - 1:00 p.m.Lunch & Group PhotoThe Cape: Manta
1:00 - 3:00 p.m.Facilitated Group Discussion, TED Talks and Peer Learning: Donor Engagement
1:00 - 1:30 p.m. | TED Talks
Collaboration with Foodservice Providers for Fundraising with Heith Sheely, Greek House Chefs; John Berghoff, Theta Chi Foundation Chapter and Phil Fernandez, Beta Theta Pi Foundation
Your organization has a multitude of partnerships, from fundraising vendors to chapter management and billing services and more. This TED Talk will help you understand how foodservice providers can be a resource to your entire organization — not just house directors and students.

Impact of Genuine Personalization in Fundraising with Beth Burkes, Tri Delta & Kristen Gwinn-Becker, HistoryIT
Impact and personalization is a must for fundraising in today's landscape. With the constant barrage of emails, phone calls and texts from charitable organizations, we'll dive into why personalization is so important and how to make your foundation stand out.

Did you know?
- 71% of consumers expect personalized interactions
- 76% of consumers get frustrated when personalization expectations aren’t met
- Personalized emails are 26% more likely to be opened
- Recipients of personalized content are 71% more likely to feel engaged

1:30 - 2:15 p.m. | Scaling Development for Capacity Small Group Breakouts by Staff Size

2:15 - 3:00 p.m. | Workshop: Unlocking the Hidden Treasures of Your Data to Unleash Fundraising Success with Joe Budde, ChapterSpot; Elizabeth Wojcik, CSI; Brandi Barber, CSI; Marsha Grady, Alpha Chi Omega Foundation and Beth Burkes, Tri Delta
In the world of non-profit fundraising, data is your most valuable asset. But are you harnessing the power of your data to its fullest potential? Join ChapterSpot and CSI as they review how to transform your data into a powerful fundraising tool. Learn how you can uncover insights, identify untapped opportunities, and personalize donor interactions.

Additionally, you will learn how Alpha Chi Omega and Tri Delta leveraged data and what their process of working with technology teams looked like to personalize donor interactions.
The Cape: A-Frame
4:00 - 6:00 p.m.Casual ReceptionThe Cape: Lobby Bar
5:30 p.m.DinnerOn Your Own

Thursday, January 25

7:30 - 8:30 a.m.BreakfastThe Cape: Manta
8:30 - 10:00 a.m.Summit Closing Session
Summit Sendoff – Lessons from a Lion Tracker with Ryan King, Delta Upsilon Educational Foundation
The Cape: A-Frame
10:00 a.m.DeparturesOn Your Own

Meet Our Facilitator

Montique (Mo) Cotton Kelly

Montique Cotton Kelly, UConn Foundation (Matt Hodgkins / UConn Foundation)

“Mo,” as she is called by family, friends, and colleagues is the Chief Operating Officer and Senior Vice president for Stakeholder Engagement (COO-SVP) at The UConn Foundation, Inc. Her responsibilities include driving operational and comprehensive campaign strategy, overseeing key administrative functions (alumni relations, annual giving, board engagement, donor relations, stewardship, and marketing and communications) and guiding a culture of inclusivity for the UConn Foundation. Mo oversees the departments of alumni relations, marketing and communications, annual giving, stewardship and board engagement.

Mo was recruited to join the UConn Alumni Association as the Executive Director and Assistant Vice President for alumni relations in 2014. Mo brought with her a national reputation for strong leadership built over two decades in higher education advancement. Mo is known for her ability to lead across departments while building collaborative relationships to enhance the experiences of staff, students, alumni and friends.

Mo has more than 27 years of experience with higher education institutions in the university advancement field where she has developed exemplary leadership, created strategic plans, cultivated organizational change and is known nationally as a leader in the industry.

Mo believes that mentorship and sponsorship of not only her staff and colleagues but also those from other institutions is incredibly important. She gives of her time and talent as much as she can and is currently an active member of the Case Board of Trustees. She has been on the faculty for the Case Minority Institute (MAI), Senior Alumni Relations Institute and was a member of the 2018 Case Summit planning committee.

Previously she was executive director of Bowling Green State University’s Alumni Association. Mo received her bachelor’s and master’s degrees from BGSU.