Annual Conference

Sep 28-29, 2020 | Virtual
We will miss seeing each other in person this year!  But, that will not stop us from coming together to connectlearn, and revitalize to finish 2020 strong.
AgendaSpeakers

Annual Conference

Sep 28-29, 2020 | Virtual

We will miss seeing each other in person this year!  But, that will not stop us from coming together to connectlearn, and revitalize to finish 2020 strong.

2019 Highlights

Boy, will we miss seeing all these smiling faces this year!  We cannot wait until we can gather safely once again.

2020 Looks a Little Different

Each year, we invite our nonprofit clients and our team of associates from all over the country to join us in Nashville.  Going virtual this year will look a bit different, but still offer the opportunity to connect, learn from one another, and be rejuvenated to finish the year strong.

This Event is Free to Attend!

As always, this event is free to attend.  And, this year, you save on travel expenses, too!  Though, we’ll greatly miss being with one another.  But, we’re excited about this year’s opportunities that the virtual format will allow.

Agenda

Monday, September 28, 2020

All times are listed in Central Time Zone.

12:00 – 1:00 Pm
Monday Keynote

With Bruce Bartoo

Utilizing the Thompson Process in the Current Environment

↑ Approved for 1.0 point of CFRE Continuing Education

12:00 – 1:00 Pm
Monday Keynote

With Bruce Bartoo

Utilizing the Thompson Process in the Current Environment

Approved for 1.0 point of CFRE Continuing Education

1:10 – 1:30 pm
Breakout

With Jason Meredith

Breakout

With Lorraine del Prado

How to Keep Your Pipeline Filled (Even Now)
.

Planned Giving and Its Programs
1:10 – 1:30 pm
Breakout

With Jason Meredith

How to Keep Your Pipeline Filled (Even Now)
Breakout

With Lorraine del Prado

Planned Giving and Its Programs
1:35 – 1:55 pm
Breakout

with Paul Grassmann

Breakout

with Cathy R. Sheffield

How to Host Donors on Planning Days (Virtually and On-site)
Transition from an Events-based Organization to a Major Gifts Organization
1:35 – 1:55 pm
Breakout

with Paul Grassmann

How to Host Donors on Planning Days (Virtually and On-site)
Breakout

with Cathy R. Sheffield

Transition from an Events-based Organization to a Major Gifts Organization
2:00 – 2:20 pm
Breakout

With Johni Hays

Breakout

With Michael Geis

How to Steward Your Donors Through the Thompson Process
Turn Your Board into Cheerleaders
2:00 – 2:20 pm
Breakout

With Johni Hays

How to Steward Your Donors Through the Thompson Process
Breakout

With Michael Geis

Turn Your Board into Cheerleaders
2:25 – 2:45 pm
Breakout

With Frank Stepp

Breakout

With Darren Penny

How to Follow-up with Donors Who’ve Completed the Process
How to Advance Major & Planned Giving Donor Conversations with the Thompson Partnership
2:25 – 2:45 pm
Breakout

With Frank Stepp

How to Follow-up with Donors Who’ve Completed the Process
Breakout

With Darren Penny

How to Advance Major & Planned Giving Donor Conversations with the Thompson Partnership

Tuesday, September 29, 2020

12:00 – 1:00 pm
Tuesday Keynote
With David Flood
How to Finish the Year Strong

Approved for 1.0 point of CFRE Continuing Education

12:00 – 1:00 pm
Tuesday Keynote
With David Flood
How to Finish the Year Strong

Approved for 1.0 point of CFRE Continuing Education

Times Don't Work?

Don’t worry if you aren’t available during any of the session times.  The sessions will be recorded for future viewing.

Keynote Speakers

Bruce Bartoo

Bruce Bartoo

Senior Vice President & Chief Philanthropy Officer, MedStar Health

Bruce A. Bartoo is senior vice president & chief philanthropy officer for MedStar Health, a ten hospital health system with hospitals in the District of Columbia and Maryland. Bartoo is responsible for all initiatives to enhance philanthropic partnerships with MedStar Health. He leads a team of 50 professionals through the MedStar Philanthropy Group.

Prior to joining MedStar, Bartoo served St. Louis-based Mercy Health as the chief philanthropy officer and foundation president. He has a diverse set of experiences in professional philanthropy roles in healthcare, higher education and politics.

A Certified Fund Raising Executive (CFRE), Bartoo has a Master of Public Administration from Drake University and a Bachelor of Arts from Westminster College.

David Flood

David Flood

Senior Vice President and Chief Development Officer, Intermountain Healthcare

As Senior Vice President and Chief Development Officer, David drives innovation through the direction and oversight of Intermountain Foundation, a comprehensive healthcare fundraising network designed to meet the philanthropic and research needs of Intermountain’s hospitals and related healthcare services.

In conjunction with a talented team of development professionals and volunteer leaders, Dave nurtures a spectrum of key relationships and inspires philanthropic investment in Intermountain’s mission to provide greater access, affordability, and quality to the states and communities served. Contributions are invested back into the community to fuel innovative medical research, community education and support programs, advanced technology acquisition, construction and upgrade of patient-friendly facilities, and delivery of care to the underserved.

Recognized as an industry thought leader, Dave shares his knowledge with charitable organizations and forums throughout the United States and internationally.  He serves as a current member and past Board Chair of the AHP. The Association of Fundraising Professionals (AFP) previously named him New Jersey’s Outstanding Professional Fundraiser. In 2019, he was awarded the prestigious Harold J. (Si) Seymour Award, the highest honor in the field of healthcare philanthropy.

Prior to his arrival at Intermountain, Dave served in leadership roles in healthcare and education, most recently as president of the Meridian Health Affiliated Foundations in New Jersey. Dave received bachelor and master degrees from Seton Hall University, where he currently serves on the Board of Regents.

Breakout Hosts

Lorraine del Prado, CSPG, CFRE, FCEP

Thompson & Associates,
Vice President

Michael Geis, CFRE, FCEP, FAHP

Thompson & Associates,
Senior Vice President

Paul Grassmann, J.D., LL.M., FCEP

Thompson & Associates,
Vice President

Johni Hays, J.D., FCEP

Thompson & Associates,
Senior Vice President

Jason Meredith, MBA, J.D., FCEP

Thompson & Associates,
Executive Vice President

Darren Penny, MBA, Ph.D., FCEP

Thompson & Associates,
Senior Vice President

Cathy R. Sheffield, MBA, CSPG, CFRE, FCEP

Thompson & Associates,
Vice President

Frank Stepp, ARM, FCEP

Thompson & Associates,
Senior Vice President

Breakout Emcees

Ron Smith, FCEP

Thompson & Associates,
President of Associate Relations

Joe Thiegs, J.D., FCEP

Thompson & Associates,
Vice President

Get in Touch

Let us know if you have any questions at all!