2021 Virtual Dual Meeting Schedule

Monday, August 23, 2021

Start timeEnd timeSession Description
11:00 a.m.12:30 p.m.NIC Meeting of Members
The annual business of the conference will be conducted in a virtual meeting. For those only planning on attending NIC Meeting of Members, registration details will be shared directly with member organizations. If your organization is already registered for Dual Meeting there is no need to register again.
12:30 p.m.1:00 p.m.Early Bird Zoom
Join us for lunch and casual networking if you wish to sign in early to test your technology before the keynote!
1:00 p.m.1:15 p.m.Welcome
FFE and NIC leaders and staff will set you up for a successful Virtual Dual Meeting experience.
1:15 p.m.2:00 p.m.Opening Session
• FFE KEYNOTE: Moving Your Fundraising Forward in 2021 and 2022 with Gail Perry & Dr. Kathryn Gamble
2:00 p.m.2:30 p.m. Moderated Peer Discussions in Small Group Breakouts
Guided conversations and educational networking in topical areas for fraternal industry professionals and/or volunteers.
• Board of Trustees and Volunteers
• Foundation Executives
• Fraternity Executives
• Fundraising Professionals
• Membership Support Professionals
Q&A WITH GAIL PERRY: Following the keynote, come discuss the session and ask questions of the expert speaker.
2:30 p.m. 2:45 p.m. Break
2:45 p.m. 3:30 p.m. Educational Breakout Sessions
Traditional track-based breakouts live with expert presenters and panelists.
Creating a Collaborative Communication Plan to Reach and Influence Donors with Heather Kirk, Sigma Phi Epsilon
For fraternities and sororities, donors are far more than "donors." They're also alumni, volunteers, parents, program attendees, and more ... with a wealth of fraternity/sorority experiences throughout their lives. As we communicate, it's important to consider who and where they are in their lifecycle as a member, which means taking an enterprise-approach to communication. This session will explore keys to working across your organization -- Foundation, Fraternity/Sorority and Housing -- to successfully build a plan to communicate with (current and potential) donors year-round.
Inclusive Leadership - Do You Have What It Takes? with Dr. Florence Holland, The Diversity Movement
Learn how highly-inclusive leaders from around the world use processes of social influence to interact effectively with individuals from a wide variety of backgrounds. Walk away feeling empowered and equipped to develop inclusive cultures where everyone feels valued and respected. You will explore a wealth of perspectives and practices to help you to reap those benefits of inclusion.
Easy Fundraising and Friendmaking for Board Members with Gail Perry, Gail Perry Group
Let's create a more fired-up, engaged board excited about possibilities for your organization, and eager to play a part in making it happen. Join expert board trainer and author Gail Perry, to discover how to make it happen for your board. We'll discuss the various roles that board members play in the fundraising process, and how board members can directly impact the bottom line without asking for money. You'll discover:

• Important fundraising roles for board members that don't involve asking;
• How to redefine fundraising into friendmaking;
• How to develop your own personal message about your fraternity or sorority - and how to bring this back to your own board for some fun;
• The delicate art of opening the door to a donor without being pushy; and
• The true role of the Development Committee.

Branding Your Mid-Level Giving Program and Upgrading Donors with Allison Rickels, The FarmHouse Foundation
Join Allison Rickels, Executive Director & CEO of the FarmHouse Foundation, as she will present practical, proven tips for graduating donors in annual giving to higher gift amounts. She will share details about their Chairman's Club for the FH Excellence Fund and how they continue to grow this 'insider's' annual giving program. Whether you’re taking donors from $100 to $250, or encouraging membership of $1,000 for your organization’s mid-level giving society, you’ll leave with actionable ideas you can use this fiscal year and beyond. Allison Rickels, CFRE, will discuss:

• The benefits of rebranding your annual fund and enhancing your mid-level giving society;
• How to create an annual plan with upgrading donors at the core;
• How to encourage repeat and upgraded giving;
• Ways to include your board in fundraising for your mid-level giving society;
• Copywriting strategies to deepen relationships and increase gift amounts;
• New ideas that go beyond personalized letters and donor honor rolls; and
• Suggestions for partnering with the fraternity or sorority for the best results.

Creating a Culture of Assessment to Make Data-Driven Decisions with Meghan Grace, Plaid
Fraternal organizations have inspiring missions and motivating goals. Fulfilling organizational mission and goals requires creating a thoughtful strategy and making well-informed decisions. This session will focus on how to create a culture of assessment that provides meaningful insights to support data-driven decisions. Attendees will gain an understanding of assessment processes and tactics they can utilize to create a culture of assessment within their organization to better serve their mission and achieve their goals.
New Perspectives on Fraternity and Sorority Life: Perceptions of Non-Members and Evidence of Civic Thriving with Kimberley Timpf, Senior Director of Impact for the Campus Prevention Network & Brian Burkhard, PhD, Research Manager for the Campus Prevention Network
In December 2020, EVERFI and NIC entered into a three-year strategic research partnership to study two critical questions associated with fraternity and sorority life on college campuses:

1) What are the perceptions of non-fraternity and sorority members regarding fraternity and sorority life on campus?
2) What are, if any, the unique developmental strengths present among fraternity/sorority members that set them apart from non-members?

In this session, presenters will share key findings from the analysis and recommendations for practice, as well as hear from one organization's leadership on how the findings shaped their thinking about recruitment and retention efforts. The research agenda for year two will also be discussed, and attendees will be encouraged to provide feedback on what types of data insights will be most helpful to support organizational success.
3:30 p.m.4:15 p.m.Roundtable Discussions with Alliance Partners
Attendees can select the topic area they find most beneficial and learn and discuss with expert partners. Make a one-on-one connection with Alliance Partners who can support you.
4:15 p.m.4:30 p.m.Break
4:30 p.m.5:30 p.m.General Session
• PANEL: Preparing for What's to Come: Higher Ed and Fraternity Trends featuring industry experts and leaders.
5:30 p.m.6:00 p.m.Happy Hour and Networking
Connect with a variety of Virtual Dual Meeting attendees for virtual networking.

Tuesday, August 24, 2021

Start timeEnd timeSession Description
1:00 p.m.2:00 p.m.General Session
• KEYNOTE: Inside Out Fundraising: Leverage this Moment to Reimagine Your Fundraising Culture with Alia McKee
2:00 p.m.2:45 p.m.Educational Breakout Sessions
Traditional track-based breakouts live with expert presenters and panelists.
Giving Day Best Practices with Eric Billings and Brian Gawor, Ruffalo Noel Levitz; Sarah Cone, Alpha Delta Pi Foundation; Alicia Favata and Neil Stanglein, Delta Zeta Foundation
Giving Days have transformed the way we gain supporter attention, and have taken the opportunity to engage donors with an online and social giving opportunity to the next level. Join this workshop to hear best practices on organizing a giving day, building a strong group of volunteer ambassadors, and engaging your entire organization for success. Hear about benchmarks from a database of over $500M in results. You'll leave the workshop with concrete steps to start or improve your giving day.
LEADDD Now: Tri Delta’s 2020-2021 DEI Journey with Karen White, Tri Delta
Join Tri Delta’s CEO Karen White as she provides insights from their journey this past year to create an equitable and inclusive lifetime membership experience for Tri Delta’s Black, Indigenous and Sisters of Color by identifying and dismantling systemic racism; promoting education, understanding and healing; and fighting for equality and justice.
Culture of Philanthropy Deep Dive with Alia McKee, Sea Change Strategies
Building on her keynote presentation, Alia will lead an interactive Culture of Philanthropy training session. She will:

• Teach a deep dive of the Wheel of Change Transformational Model; Review the 5 Intervention points mentioned during the keynote (1. Senior leadership, 2. Golden trio / Partnership between communications, fundraising and programs, 3. Goal setting, 4. Data: Getting the right information, 5. Re-casting donor as a true partner);
• Lead an interactive exercise: Participants will complete a Culture of Philanthropy / Wheel of Change organizational assessment;
• Share Culture of Philanthropy sample experiments in each intervention category;
• Lead an interactive exercise: Participants will revisit their assessment sheet and outline some culture of philanthropy experiments for bright spot or opportunity areas;
• Facilitate group sharing and questions: What arose during the assessment; and Lead an action trigger exercise so participants have one clear next step to take.

Developing and Managing a Major Gift Program with Marsha Grady, Alpha Chi Omega, plus fraternal foundation presenters TBD
Organizational example of the development of a major gift program, including organizational structure, processes and techniques. Techniques and tools for measuring major gift officer activity and expectations, identifying and qualifying major gift prospects. Creating a case for support for major gifts and developing resources for use by major gift officers in cultivating and soliciting gifts.
2020 A Catalyst For Change - Management Legal Tips and Best Practices with John Christopher and Amy Hebbeler, Fraternal Law Partners
In many ways 2020 was a catalyst for change. One such change in the fraternal industry is that it has compelled many foundations to undertake a comprehensive review of the management of their organizations. As foundations continue to review and assess their policies, procedures and programs and look to implement changes, it is important to understand the various legal options regarding stewardship and fund management that are available. In this session we will discuss legal tips and best practices of topics such as planned giving, restricted and unrestricted funds, educational area grant programs and educational and leadership programs. We will focus specifically on items that have been brought to our attention throughout the past year or so by various foundation clients and items we have noticed in our review of the 2020 FFE Industry Insights Report. We hope for this to be an interactive session where attendees can ask questions throughout the presentation.
Understanding the Student Experience: Findings from Three Studies from the Postsecondary Education Research Center with Patrick Biddix, Amanda Assalone, (UT-PERC) and Meghan Grace (Plaid and UT-PERC)
Understanding research-based member engagement, experiences, and health and wellness concerns is critical for fraternal organizations and their leaders building effective programming and advocacy. The latest research from the Postsecondary Education Research Center (PERC) the University of Tennessee (UTK) is highlighted in this session. This includes a mental health study completed in January 2021, a two-year single sex study completed in June 2021, and COVID-19 wellness study completed in June 2021. Attendees will gain insights from the latest research surrounding these issues and discuss implications to best support collegiate members.
2:45 p.m.3:00 p.m.Break
3:00 p.m.4:00 p.m.FFE Business Meeting and Keynote
• BUSINESS MEETING: Join the FFE Board and friends as we take a 30,000-foot view of the organization and elect the Board of Directors for 2021-2022.
• KEYNOTE: The State of the Industry with Pennington & Co.
4:00 p.m.4:45 p.m.Roundtable Discussions with Alliance Partners
Attendees can select the topic area they find most beneficial and learn and discuss with expert partners. Make a one-on-one connection with Alliance Partners who can support you.
4:45 p.m.5:00 p.m.Break
5:00 p.m.6:30 p.m.Recognition
• FFE AWARDS PROGRAM: FFE is proud to celebrate members' achievements and creative work. We honor Individual and Organization Awards of Distinction recipients.
• HAPPY HOUR: Celebrate the winners! The Happy Hour will open at the conclusion of the program.

Wednesday, August 25, 2021

Start timeEnd timeSession Description
10:30 a.m.11:30 a.m.General Session
• KEYNOTE: From Alumni/ae Engagement to Development: Building the Foundation for Philanthropy with Chris Vlahos
11:30 a.m.12:15 p.m.Educational Breakout Sessions
Traditional track-based breakouts live with expert presenters and panelists.
Stewardship: More Than A Thank You with Brian Hoffman, Zeta Beta Tau Foundation; Mary Waterman, Delta Zeta Foundation; Megan Caldwell, Tri Sigma Foundation; and Jason Sisk, Delta Chi Educational Foundation
Stewardship at its core is about recognizing a donor’s investment in your organization and showing them the value of their investment. In this session, panelists will share both foundational and high-level stewardship tactics employed at different levels of their organizations. This will provide new and seasoned professionals, as well as board members, an opportunity to benchmark their stewardship efforts against some best practices while offering ideas for long-term incorporation and ways to involve more people in stewardship efforts.
Scholarship Audit: Is Your Scholarship Program Inclusive? with a Panel of FFE Members and Partners
This session will cover what fraternal organizations have done to make their scholarship program more inclusive of their membership, considering various perspectives such as legal, fundraising, communications, etc.
Board Recruitment and Succession Planning with Phil Fernandez, Beta Theta Pi Foundation and Hallee Winnie, Pi Beta Phi Foundation
Best viewed as ongoing, cyclical processes, board recruitment and succession planning should be approached with great consideration to the desired direction of the organization. Instead of only thinking about potential board members during the nomination process, there should be continuous dialogue about the next group of leaders and how the organization can prepare them to serve in greater capacities.
How to ask for the Blended Gift with Mandi Young, Phi Mu Fraternity; Mark Wilkison, Columns Fundraising LLC; Wesley Wicker, Columns Fundraising, LLC.
Have you ever felt awkward in asking for a contribution to a capital campaign, when your alumnus is already contributing to your annual campaign? Do you find it difficult to ask for a planned gift? This session will focus on making a solicitation for an Annual Campaign contribution, coupled with a Capital Campaign gift, and/or a Planned Gift. Each presenter will give case examples of successful solicitations of blended gifts.
Frequent HR Mistakes with Stacey Dennis, Insperity
While it might be easy to ignore an employee-related situation until it reaches a boiling point, it can also make a company vulnerable to a litany of liabilities. Luckily, some of the most common HR Mistakes are also the most preventable when you take a proactive approach to planning. In this webinar, we will outline the most frequently seen offenses, changes to the workplace from COVID and what companies can do.
Revisiting Your Cygnus Data with Members of the FFE-Cygnus Working Group: Sally Kimball, Chi Omega Foundation and Meghan Paden, Tri Sigma Foundation
FFE volunteers have spent the last six months digging into the Cygnus data. Join Sally Kimball and Meghan Paden for this conversation on best practices and to learn how others are using the data. This session is open to all Foundations and will reference the overarching industry-wide data points that can be used to support your work.
12:15 p.m.12:30 p.m.Break
12:30 p.m.1:30 p.m.General Session
• KEYNOTE: Waving the Banner for Fraternities and Sororities! featuring the Gallup 2021 study with Stephanie Marken