DAY 1: Tuesday, April 20


All Fundamentals Workshops in the Road Warriors track will be facilitated by Jeff Hilperts, Senior Associate, Bentz Whaley Flessner.

1:00 pm – 1:45 pm EDT | Roundtable

Welcome: Celebrating Successes from 2020

We made it through 2020 … now let’s shine in 2021! Advance will help participants stay ahead of the curve and innovate with new projects this year. This kickoff session will set the stage for success as participants share in a guided discussion and begin networking.

1:45 pm – 2:30 pm | Roundtable

Fundraising in Today’s Environment

Life (and fundraising) as we know it has changed in the past year and will likely never be the same. Certainly there have been challenges and disappointments in dealing with never-ending cancellations and social distancing, but there also have been bright spots and new opportunities. We’ll look at lessons learned in 2020 and discuss how the virtual landscape is changing fundraising … for good.


2:30 pm – 3:30 pm | Workshop

Discovery Fundamentals

Learning objectives: Overview of the major gifts cycle and how to move contacts through the process. Identify your prospects and build a strategy.


3:30 pm – 5:00 pm | Workshop

Cultivation Fundamentals

Learning objectives: How to build a plan that grows your engagement with individual and subgroups of donors. Learn some of the best tools available and best questions to ask to build a relationship with a potential donor.