Sunday, March 3

7:30 AM - 8:00 AM

AHP Development Primer Registration and Breakfast
$245 ADDITIONAL COST

8:00 AM - 4:00 PM


AHP Development Primer
A workshop on the Fundamentals of Healthcare Development.
$245 ADDITIONAL COST

12:00 PM - 4:00 PM
















 

Asking Workshop
$145 ADDITIONAL COST

Making the ask can be the most daunting of tasks for any healthcare fundraising professional. Getting this part right makes all the difference when engaging with your donors and prospects. If you're seeking to develop your skills and confidence, as well as new approaches to interacting with donors and soliciting support for your organizations, The Asking Workshop is a must.

This in-depth workshop will inspire you to find new ways of engaging with your donors through team-based exercises that take you through the cycle of cultivation, from identification of a donor through solicitation and beyond. The workshop combines both theory and interactive role-play that will leave you feeling confident and equipped to successfully "make the ask" as part of your fundraising strategy.

The Asking Workshop is most valuable for newcomers and those new to making an ask. The program fee includes the half-day (12:00 PM -4:00 PM) program on Sunday, course materials, and a light lunch.

3:00 PM - 6:00 PM Conference Registration
4:00 PM - 5:00 PM Newcomer's Reception- first NEAHP Conference? Meet other attendees.
5:15 PM - 6:30 PM












Opening Plenary:


Colleen Kelly Alexander
Athlete, Motivational Speaker

6:30 PM

Opening Reception and Networking provided by conference sponsors and exhibitors

9:00 PM  Dessert in the Skiff Bar

 

Monday, March 4

7:30 AM - 8:45 AM 

Breakfast and Roundtable Sessions

8:45 AM - 10:00 AM 











Keynote Session: 


Chad Gobel
CEO and Founder, Gobel Group

10:00 AM - 10:45 AM 

Coffee Break with Exhibitors

10:45 AM - 12:00 PM






 








































Breakout Sessions:

Ain't it Good to Know You've Got a Friend?
The healthcare environment can be challenging to navigate. How might we provide for those donors who have been champions for us and show them gratitude? Come hear about our journey to establish the Friend of the Foundation program at Newport Hospital, and come share your ideas and best practices on donor amenity programs.

Loriana De Crescenzo, Chief Development Officer, Newport Hospital Foundation
Sara Meirowitz, Senior Donor Relations Officer, Newport Hospital Foundation

Professional Level: All
Shop Size: Medium (4-6 staff)

Building a Successful Clinician Engagement Program: Are You Maximizing Your Opportunities for Partnerships?
We know patients give back because of their gratitude for the care they have received. Yet, engaging clinicians to identify and introduce us to grateful patients has always proven difficult. This session demonstrates how to build a program that identifies, recruits, and trains a strategic number of clinicians (both physicians AND nurses) to be champions in philanthropy, resulting in more referrals and more dollars raised. 

Chad Gobel, CEO & Founder, Gobel Group

Professional Level: All
Shop Size: All

To Bequest or Not to Bequest, That is the Question
Are you looking for a way to grow your giving by 100 times your current annual gifts? This session is a must see. Learn how simple bequest strategies can help you grow your total giving each year. Whether you're a shop of one or many, having a bequest program is key to your short-term and long-term success.

John Garcia, Planned Giving Officer, Lifespan

Professional Level: Beginner (1-2 years)
Shop Size: All

Running with Scissors*
This highly interactive workshop gathers some world-class Healthcare Philanthropy thinkers to tackle what's new and urgent in our profession. How do we keep up and find innovative ways to advance healthcare to transform quality care, medical education and society through advancement practice? What are the risks and the dangers we face? How do we keep going and succeed in challenging times?

Moderated by: David Garamella, CFRE, CEO, The Giving Collaborative
Panel: Grace Linhard, Chief Development Office, Western Connecticut Health Network
Joseph Pannozzo, Vice President & Chief Development Officer, Lifespan
Wendy M. Lux, CFRE, Vice President of Philanthropy, Northern Light Health Foundation

*This session is part of Dynamic Dialogues. For more information, please see description below.

12:00 PM - 1:45 PM

Distinguished Service to Philanthropy Luncheon

2:00 PM - 3:15 PM




























































Breakout Sessions:

Annual Giving Beyond Direct Mail
Dana-Farber utilizes naming opportunity displays and other special programs and tactics to engage donors and cultivate up the pipeline. Learn how Dana-Farber's Annual Giving team utilizes various prospect management tools and fundraising programs beyond direct mail to renew donors and continue to draw in new donors. 

Michela D. Mesa, Director, Annual Giving, Dana-Farber Cancer Institute
Caitlin Fink, Sr. Director, Annual Giving, Dana-Farber Cancer Institute

Professional Level: All
Shop Size: All

Building a Grateful Patient Program: In Partnership with Your Medical Staff
A strong Grateful Patient program is at the heart of trying to foster a culture of gratitude among our patients throughout our organizations. In partnership with our Medical Staff Committee of the Foundation Board of Trustees, hear firsthand how South Shore Health's robust Grateful Patient Program was developed and implemented with buy-in from leadership at all levels.

Jessica Symonds, Senior Director, South Shore Health Foundation
Doreen Kennedy McLaughlin, MD, Board Member, South Shore Health Foundation
John Walsh, MD, Immediate Past President, Medical Staff, Board Member, South Shore Health Foundation
Richard Sullivan, MD, Chair, South Shore Health Foundation

Professional Level: All
Shop Size: All

Build a Dynamic Principal Gifts Program
Learn about our experiences maximizing philanthropic capacity at a regional community hospital. We will share the strategies, plans, and specifics used to grow our major gift program to include highly impactful 7- and 8- figure gifts, which have significantly impacted our hospital and the community it serves. 

Seamus Collins, Vice President, Development, Western Connecticut Health Network
Grace Linhard, Chief Development Officer, Western Connecticut Health Network

Professional Level: All
Shop Size: All

The Narrowing Pyramid and Adjusting to the Changing Mindset of Our Top Donors*
According to research conducted by Blackbaud and other industry leaders, organizations are relying more and more on fewer leadership donors to grow or just maintain their philanthropic revenues. At the same time, leadership donors are demanding an increasing level of engagement from the organizations they support. Learn from this panel of seasoned consultants about programs and strategies they have implemented to ensure their clients aren't left behind by the changing mindset of our top donors.

Facilitator: Jack Dresser, CFRE, Chief Philanthropy Officer, Southcoast Health
Panel: John Donovan, CFRE, Principal Consultant, Accordant Philanthropy
Vince McElligott, FCEP, Vice President, Thompson & Associates
Bill Mountcastle, MPA, President & CEO, Health Giving
Larry Raff, MPH, President, Copley Raff

*This session is part of Dynamic Dialogues. For more information, please see description below.

3:15 PM - 3:45 PM

Snack Break with Exhibitors

3:45 PM - 5:00 PM




















































Breakout Sessions:

An Introduction to OKRs: How Operations Changed Office-Wide Goal Setting
Learn how to set goals like Google and Intel! BIDMC implemented the OKR method of goal setting, which unified office productivity toward a singular focus. This presentation will cover: what is an OKR? How does this method work? Ways to help you implement at your shop, and tools to measure your progress.

Shannon Reinke, MBA, Senior Director, Development Operations, Beth Israel Deaconess Medical Center

Professional Level: Intermediate/Advanced (3-6+ years)
Shop Size: All

A Road Map to Monthly Giving Success
Looking for sustainable and unrestricted revenue? Attendees will come away with a roadmap that defines implementing (or growing) a monthly donor program. Learn to organize your program, take secure donations, explore channels to acquire new monthly donors, tips to retain and upgrade them, and generate annualized reports. 

Erica Waasdorp, President, A Direct Solution
Co-Presenter: TBD

Professional Level: Intermediate (3-5 years)
Shop Size: All

Major Gifts: They're More Important than Ever
Whatever the size of your shop, it is not only possible but essential to cultivate and foster a major gift program. Learn how major gifts fit into an overall development program, distinct from event fundraisers and annual funds. The right major gift can transform your organization!

Maryellen Burke, Major Gift Officer, Wentworth-Douglas Hospital

Professional Level: All
Shop Size: All

Swinging with the C-Suite: Taking Philanthropy to the Next Level*
There is an undeniable benefit to fundraising and your capital campaigns when the CEO and others in the C-Suite work as a team with the CDO, who has a seat at the table as a member of senior leadership and a voice in the strategic direction of the organization. Donor engagement is stronger. Gifts are more impactful. Image and branding improve. Long-term relationships are developed and cultivated. Why, then, does C-Suite participation continue to pose such a challenge? Join in a discussion with a panel of CEOs and CDOs as they share their thoughts, experiences, strategies and roadmaps along their journey to more productive philanthropy.

Moderated by: Alice Ayres, President, AHP
Dan Sorrenti, Founder and President, Ghiorsi & Sorrenti, Inc.

*This session is part of Dynamic Dialogues. For more information, please see description below.

6:30 PM -10:30 PM

50th Anniversary Celebration- Newport Blues Cafe

 

Tuesday, March 5

7:30 AM - 8:00 AM

Breakfast

8:00 AM - 9:00 AM

NEAHP Annual Meeting and AHP Greetings and Report

9:15 AM - 10:30 AM












































Breakout Sessions:

Let's Get Digital: Digital Strategy & Social Media in Fundraising
Learn best practices to position your organization for long-term success in digital strategy and social media as part of a larger fundraising plan. This session will demonstrate how to establish a high-end web presence before shifting the focus to social media. Attendees will leave equipped with best practices for properly integrating social media into an existing fundraising plan.

Marlene Roberti, Director of Business Development, Community VNA
Christopher Parisi, President, Trailblaze Marketing

Professional Level: Intermediate (3-5 years)
Shop Size: Small (3 or less staff)/Medium (4-6 staff)

The Perennial Millenial Conundrum: How to Reach this Elusive Prospect Base
There are nearly 80 million millennials in the US and most remain on the giving sidelines. Can they be persuaded to make meaningful gifts? This session features personal commentary by actual millennials, who have developed a social media platform and e-fundraising app that appeals to millennials on their turf, along with a group discussion on your experience in reaching the elusive Perennial Millennial donor market.

Pete Ghiorse, Co-Founder and CEO, GiveTide
Matthew R. Ghiorsi, MBA, Vice President for Strategy and Operations, Ghiorsi & Sorrenti, Inc.
Martin Richman, Executive Director of Advancement, UMass Memorial Medical Center

Professional Level: All
Shop Size: All

Intelligent Project Selection for Program Success
Many campaigns focus on capital projects. Aligning your campaign or ongoing fundraising efforts with your organization's strategic plan allows you to be nimble and donor-focused. Hear a success story from a healthcare system spanning four hospitals across two states.

Tricia Huston, Director, Resource Development, Guthrie
Nancy Simpson-Banker, FAHP, Principal Consultant, Accordant Philanthropy

Professional Level: All
Shop Size: All

10:30 AM - 10:45 AM 

Coffee Break

10:45 AM - 12:00 PM







































Breakout Sessions:

Building Financial Rapport with Donors
This session explores the financial issues high net worth individuals and households consider when making philanthropy decisions. Gift officers will learn to improve their interpersonal and financial rapport with donors, and to help guide gift conversations more effectively and learn the implications of the new tax law. 

Larry G. Raff, MPH, President, Copley Raff, Inc.
Co-presenter: TBD

Professional Level: Advanced (6+ years)
Shop Size: Medium (4-6 staff)/Large (6+ staff)/ Even Larger (10+ staff)

Not Your Typical Gala
Just because you've always done it that way, doesn't mean that you should perpetuate the same formula for your annual fundraising event. Come hear how Newport  Hospital made a bold move to re-design their summer gala to meet constituent needs and elevate philanthropy, and share your ideas and best practices on major event fundraising.

Loriana De Crescenzo, Chief Development Officer, Newport Hospital Foundation
Kelley Coen, Major Gifts Officer, Newport Hospital Foundation

Professional Level: All
Shop Size: Medium (4-6 staff)

Creating a Philanthropic Culture That Fosters Planned Gifts
Planned giving enables philanthropic individuals to make significant and transformational gifts that are significant to the donor. Cape Cod Healthcare Foundation has used its annual fund, major gift officers and donor events strategically to create, sustain, and enrich its successful planned giving program.

Beth Howard, Manager of Annual Giving, Cape Cod Healthcare Foundation
Jennifer Lutz, Development Officer, Cape Cod Healthcare Foundation
Nancy Leanues, Executive Director of Gift Planning, Cape Cod Healthcare Foundation

Professional Level: All
Shop Size: Large (6+ staff)/Even Larger (10+ staff)

12:15 PM - 1:30 PM

























Boxed Lunch and Closing Plenary:


Julia Campbell, MPA
Author
Storytelling in the Digital Age: A Guide for Nonprofits

How to Use Storytelling Throughout the Donor Journey
Nonprofit fundraisers know that effective storytelling is vital to building long-term sustainable support for their cause. Compelling stories grab attention, inspire emotion, and have the potential to turn passive donors into passionate advocates.
However, not all of your donors are created equal - and not all of them are in the same stage of their journey with you. So why are you telling them all the same story?
In this session, digital storytelling expert Julia Campbell will share some of the most powerful ways that storytelling can be used throughout the donor journey to inspire people to take action and deepen their engagement with your work. She will share actionable strategies and real-world examples of small and mid-size nonprofits using digital storytelling to amplify their ideas and grow their movements.

Dynamic Dialogues

Think of it as a mini-conference for leadership staff only! Dynamic Dialogues dives into topics that keep you up at night. Facilitated by industry movers and shakers, these three interactive sessions provide a forum where tough issues can be discussed candidly among peers. 

All sessions run concurrent to the Conference's Monday breakout schedule. Dynamic Dialogues is open exclusively to Chief Advancement Officers, Executive Directors, and other senior-most philanthropy professionals.

MONDAY BREAKOUT SESSIONS

10:45 AM - 12:00 PM
Running with Scissors
Moderated by David Garamella, CFRE, CEO, The Giving Collaborative

2:00 PM - 3:15 PM
The Narrowing Pyramid and Adjusting to the Changing Mindset of Our Top Donors
Facilitator: Jack Dresser, CFRE, Chief Philanthropy Officer, Southcoast Health
Panel: John Donovan, CFRE, Principal Consultant, Accordant Philanthropy
Vince McElligott, FCEP, Vice President, Thompson & Associates
Bill Mountcastle, MPA, President & CEO, Health Giving
Larry Raff, MPH, President, Copley Raff

3:45 PM - 5:00 PM
Swinging with the C-Suite: Taking Philanthropy to the Next Level
Moderated by: Alice Ayres, President, AHP and Dan Sorrenti, Founder and President of Ghiorsi & Sorrenti, Inc.