Tuesday, January 17, 2023

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