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Conference Sessions*                                                                    

August 11, 2004                                                                                 NY Planning Committee

9:30AM - 10:45AM

Opening General Session

Nonprofit Advocacy: Forecasting the Year Ahead

Nan Aron, President of the Alliance for Justice, will discuss the threats to nonprofit advocacy that she foresees in the years ahead. Whether these are threats to funding, threats to the organization's existence, or threats to curtail advocacy through changes in federal tax
and election law, the impact to the nonprofit sector could be significant.  Hear Nan discuss the importance of preserving and exercising our advocacy rights in this new era.
Keynote Speaker: Nan Aron, President, Alliance for Justice   

                     

11:00AM - 12:15PM - 3 Breakout Sessions

ACQUISITION - Mission Accomplished: New Donors!

Save the political savvy, what you need is hands-on grass roots thinking to bring in new donors that care about your organization.  This session will give you creative-and-new, tried-and-true ideas from those who've done it!   New Donor Acquisition strategy and planning is key to any
organization's success.  Join us for facts & info as well as time for Q&A.                    back to agenda page

Speakers:
Jim Morrison, Director of Donor Development, Marian Helpers Center
Scott Swedenburg, Partner, Mail Enterprises
Chris Ragusa, CFRE, President, Estee Marketing Group, Inc.
Moderator: Chris Ragusa, CFRE, President, Estee Marketing Group, Inc.

Does Your Brand Captivate and Capture Dollars?

Learn how your brand identity can captivate your target audience and capture dollars from individual donors, grant makers and corporations.  In this session, DK Holland, Principal, DK Holland, LLC and Lin MacMaster, Principal, Cornerstone Strategic Communications, LLC will share their experience and show you how to position your not-for-profit organization for success.  Anne Mosle, President of The Washington Area Women’s Foundation, will join Lin MacMaster in sharing the strategy behind their recent re-branding effort.

Speakers:
Betty Carey, Principal, CornerStone
Anne Mosle, President, Washington Area Women's Foundation
DK Holland, President, DK Holland, LLC

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Fundamental of Nonprofit Direct Marketing - New Basics  

Join us for this fast paced and lively session on the new basics of direct marketing.  We will cover acquisition and renewal concepts across multiple mediums.  A variety of strategies and techniques will be reviewed including integrated marketing.  This session will offer a basic primer for those just entering the industry, as well as great review for everyone else.

Speaker:
Sherry Minton, Director of Direct Response, American Heart Association

 

12:30PM - 1:30PM
Luncheon

1:30PM - 2:30PM
Luncheon Presentation  

How New and Alternative Media Have Revolutionized American Politics

Luncheon Speaker: 
Richard Viguerie, Chairman, American Target Advertising             

2:45PM - 4:00PM - 3 Breakout Sessions

CRM Past, Present and Future:  Every Touch Point Is a Vote

Don’t miss your chance to make every “vote” count!  In today’s competitive landscape, organizations must use every interaction with a constituent, at every touchpoint, as an opportunity to build a relationship and reinforce your message.  This session will look at what NFP organizations are doing to improve their ability to communicate with constituents and establish a two-way relationship.  Through the very successful experience of the Arthritis Foundation, we will explore the challenges and hurdles in achieving this goal, including analysis, data, strategy and organizational mentality.  We will also take a peak at what the future of CRM may bring.  Vote now, vote often!

Speaker:
Beth Isikoff, Group Vice President, CRM Software, Arthritis Foundation
Moderator:
Lynn Edmonds, President, L.W. Robbins Associates   

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Research - Shaping Donor Research to Develop a Communications Strategy for Your Organization

This session will use the ASPCA's research project as a case study on the importance of shaping your research to develop a communications strategy.  Jo Sullivan, Sr. VP of Development at the ASPCA, will present and speak on behalf of the ASPCA.

Speakers:
Jo Sullivan, Sr. VP of Development, ASPCA
Larry May, CFRE, CEO, Direct Media
Moderator: Todd Hendricks, Sr. Director of Direct Response,American Society for the Prevention of Cruelty to Animals in New York City

 

Why Creative Is the Key to Integration Across Multiple Channels

See how one organization took a marginal event and transformed it into a hugely successful, integrated marketing campaign that featured corporate sponsorship, website, direct mail, outdoor advertising, transit broadsides, PSA's, on-air celebrity endorsements and volunteer street teams.  You'll also see examples of how other organizations are getting creative in alternate media.

This creative session takes you way beyond the mail!

Speakers:
Mimi LeClair, Vice President for Development, Mercy Home for Boys and Girls
Tom Gaffny, Executive Vice President Fund Raising & Membership Services, Epsilon

  

4:00PM - 4:15PM  Energy Break
4:15PM - 5:30PM - 3 Breakout Sessions

The Big Money: Using Direct Response Techniques to Bring in Major Gifts

This lively panel discussion will feature the client/agency teams responsible for two high dollar success stories.  Bachurski Associates Inc. and Planned Parenthood have increased donor upgrading by 20%, reinstated 70% of their lapsed donors and grown their major donor file from 4,500 to 7,200 donors.  Mal Warwick and Associate and Union of Concerned Scientists will share how they’ve generated over 2.5 million in revenue from their high dollar giving program.  The panelists will be sharing real life numbers, integration strategies and examples.  This information packed session will give all fundraisers a campaign chest full of useful tips as well as traps to avoid.

Speakers:
Emily Ferman, Deputy Director of Development, Union of Concerned Scientists
Mwosi Swenson, Senior Consultant, Mal Warwick & Associates
Beth Levine, Planned Parenthood Federation of America
Mark Smith, Account Executive, Bachurski Associates
Moderator: Renee Simi, Consultant                                                        back to agenda page

Donor Retention? New Trends, Old Truths

In this session you will experience three widely varied case studies that explore the heart of fundraising: how to keep donors interested and how to keep donors giving.You'll learn (and remember) rapidly changing online retention practices.You'll see mail-phone strategies that work in the age of "do not call."  You'll discover innovative ways to tackle retention of new donors.  Panelists will share recent retention tests -- those that worked and those that didn't.  Don't miss this fast-paced presentation that will give you facts and ideas you can use immediately to retain more donors.

Speakers:
Jeff Nickel, Principal, Marketing and Strategic Planning, Domain Group
Craig Hamilton, Executive Director of Development, WHYY TV and Radio, Philadelphia
Andrew Tiedemann, Communications Director for Alumni Affairs and Development, Harvard University

Industry Experts Discuss Modeling: No Sales Pitches --- Just The Facts!

Don't miss this opportunity - several of the industry's finest will be a captive audience for your questions!   This is your chance to ask industry experts about modeling, the benefits, the challenges, the missed opportunities and what they believe the future holds as we continue to target better!

This entire session will be a question & answer format driven by YOU, the audience, beginning with the basics and quickly moving to a more involved discussion about modeling and how it can impact your programs!
Bring your toughest questions and the modeling dilemmas you face every day, and put them to the test!

Speakers:
Steve Briley, Vice President of Analytical Services, Merkle Direct Marketing
John Lin, Senior Analytic Director, Epsilon
Rob Harris, Vice President of Analytic Products, Target Analysis Group
Bill Lazarus, President & CEO, Seer Analytics, LLC
Moderator: Angie Moore, Managing Director, CRM, American Cancer Society

 

6:30PM - 7:30PM  Networking Reception

7:30PM - 9:30PM  Networking Dinner


 

August 12, 2004
8:00AM - 9:00AM

Breakfast Roundtable Clinic 

 Accounting & SOP
Moderator: Frank L. Kurre, Partner-in-Charge, Grant Thorton
 Planned Giving
Moderator: Kathryn Ward, CFRE, Sr. V.P, American Institute for Cancer Research
Innovations in Tele-fundraising
Moderator: Nick Stavarz, President, Synergy Direct Marketing Solutions
 Fundraising Without Borders
Moderator: Tim Burgess, Founder/Principal, Domain Group
 Spam & Eggs/E-fundraising
Moderator: Ben Chodar, President, Exciting New Technologies
 Creative Audit - bring your package
Moderator: Dick Murdock, Consultant, Epsilon
 Website Audit
Moderator: Kathleen Ryan, Senior Product Manager Fundraising, Guidepost
 Hispanic Fundraising
Moderator: Pam Kimmerling-Hoveling, Managing Director, RK Hispanica Direct/RolaKimmerling Assocation
                                                          back to agenda page

 

9:15AM - 10:15AM

General Session : One Step Back, Seven Steps Forward: Key Strategies for Fundraising Success

In this challenging, and at times controversial presentation, leading British fundraiser Ken Burnett illustrates the corrosive effects of bad fundraising, then shows what you can do to stay "15 minutes ahead", by avoiding the mistakes your competitors are making.

Using humor and many examples, Kenšs seven steps will show you how to communicate effectively, and better connect with your donors.

Keynote Speaker - Ken Burnett, Chairman, Cascaid Group

10:30AM - 11:45AM -  3 Breakout Sessions

Managing your Direct Response Program

Should you manage your program internally or partner with a direct response agency?  Learn how to evaluate and design your program to determine if an outside partner can boost your program's success.  Should you keep your program under one umbrella (all your eggs in one basket) or break it out by specialty areas or tracks?  Find out everything you've ever wanted to know about conducting a Request for Proposal (RFP) from deciding when to do so, whom to invite, how to manage the process, and how to maximize the results - from both a nonprofit and agency perspective.
 
Speakers:
Lane McKinney, Director of Direct Marketing Production, St. Jude Children's Research Hospital
Joan Wheatley, Senior Director, Donor Development, Special Olympics
Erica Waasdorp, Vice President, DMW
Moderator: Beth Athanassiades, Account Supervisor, Domain Group                back to agenda page


Relationship fundraising: Concepts and Strategies for Delivering What Your Donors Want

Ken continues the theme outlined in his general session presentation, by showing why approach is more important than technique, and fundraising really is, at heart, just story-telling.  Presenting numerous case studies to demonstrate his thesis, Ken will also engage participants in an active discussion of the issues he has raised.

Speaker: Ken Burnett,Chairman, Cascaid Group

What to Do When Your Strategic Map Won't Meet Revenue Objectives 

This session will explore the database analysis process that alerts you of your
potential problems and will present creative package ideas that help address
short term needs.  A database/creative combination session you can't afford
to miss!

Speakers:
Greg Fox, Sr. Vice President, Strategic Services, Merkle Direct Marketing
Olivia Smith, Vice President, Bennett Kuhn Varner, Inc.
Katie Oakes, Vice President, SCA Direct
                                                                                                      back to agenda page  

12:00PM - 12:45PM  Luncheon

12:45PM - 1:30PM  Luncheon presentation  

As the nation's unique philanthropic watchdog, NCRP has been involved this past year in both helping bring to the public's attention some of the unfortunate misbehaviors of a small proportion of the nation's charitable foundations and constructing potential solutions, including a mix of self-policing, stronger statutory and regulatory standards, and bolstered government oversight and enforcement capacities, to get rid of the bad apples undermining the reputation and reliability of the accountability of foundations.  Rick Cohen will address what has led institutional philanthropy down a path of turning a blind eye to philanthropic malefactors, the implications for charitable giving and nonprofit governance as a result of the high profile coverage in the national press of philanthropic ccountability lapses, and NCRP's proposed agenda for resetting the pins of foundation probity.  Because NCRP has been involved in negotiations and testimony with the Senate Finance Committee in its review of nonprofit and philanthropic accountability, Cohen will also address the likely course of legislation and regulation emerging from the concerns of Senators Grassley and Baucus--and what the nonprofit sector should be prepared to address in order to make the right calls in reinstilling core concepts of ethics, accountability, disclosure, and transparency in philanthropy.
Luncheon Speaker: Rick Cohen, Executive Director, National Committee for Responsive Philanthropy

 

Nonprofit Organization of the Year Award

WHO WILL BE THE DMANF ORGANIZATION OF THE YEAR???

Each year, the Direct Marketing Association Nonprofit Federation reviews applications for the Organization of the Year award. The recipient will be honored during the New York Nonprofit Conference luncheon on August 12.
The organization that receives this award will have demonstrated outstanding performance in the following areas:

 Exemplifies the highest level of excellence in the pursuit of its mission.
 Is a recognized leader with a solid reputation in the nonprofit and direct marketing communities, and with the public at-large.
 Has an outstanding record of achievement and successful financial performance during the previous 12-months or longer.
 Meets the high ethical standards of the nonprofit community, and complies with generally accepted standards for management and public disclosure.
 Preference will be given to those organizations which have demonstrated long-term success using direct marketing techniques.
 Must be a nonprofit organization, but need not be a member of the DMA Nonprofit Federation.

Please plan to attend the August 12 luncheon to honor this year’s winner!

1:45PM - 3:00PM - 3 Breakout Sessions

Uncommon Loyalty: Building and Sustaining a Monthly Giving Program

Gaining the long-term commitment of your donors is the greatest challenge there is. This session will be an in-depth and highly interactive look at how several leading organizations have discovered that bringing donors from occasional to committed giving is rewarding for everyone involved.

Speakers:
Amy Leveen, President, Amy Leveen Associates.
Roberta MacCarthy, Director of Marketing and Development, WGBH/Boston
Wendy Via, Donor Outreach Manager, Southern Poverty Law Center
Moderator: Jennie Thompson, Fundraising Consultant

  
What Nonprofits Can Learn About Online Marketing From Political Campaigns

Nonprofits can learn a lot about online marketing from the 2004 presidential campaigns. One of the best models has been "Dean for America", which proved that the Internet is a powerful tool for constituent engagement and fundraising.  In only nine months, the Dean campaign increased its email list to 640,000 and raised $18 million-plus online.  The secret?  Applying established marketing techniques to the Internet while also pioneering new strategies uniquely suited for the online medium.  Today’s progressive nonprofits recognize that some of the same approaches and tactics can also work for their organizations. 

This moderated panel discussion, with Q&A, will explain how "Dean for America" quickly built a huge email file, used online communications to create an engaged constituency and set online fundraising records.  Learn how the "Brady Campaign to Prevent Gun Violence United with the Million Mom March" has been using similar techniques to achieve similar strong results.  Find out how, in the first 150 days of launching an online campaign, the group grew its email file to 163,000, achieved response rates of 2.6-3.0 percent on email-based acquisition appeals, generated 4,000 online donations and utilized email to influence key Congressional votes. 

Speakers:
Heather Schatz, Director of Internet Advocacy,Brady Campaign to Prevent Gun Violence United with the Million Mom March
Bobby Clark, Dean for America
Moderator: Gene Austin, CEO, Convio, Inc.                                                                 back to agenda page


Reshaping Your Databases to Maximize Member & Donor Platforms

In the real world of nonprofit marketing, there comes a time when the existing database system no longer adequately meets an organization’s needs.  In this session, our guest speakers will address the trials and tribulations of revamping an existing database system to provide the necessary improvements for effective fundraising programs.  Come learn what drives an organization to overhaul its current system, the budgetary and political issues involved, the process of determining what new system to implement, as well as the challenges of the new system integration.  If your organization is concerned about making the best use of its member and donor platforms, this is a session you must attend.

Speakers:
Chris Griffin, Director, Database Marketing, Arthritis Foundation
Linda Grady, Database Marketing Director, UNICEF

Moderator: Pegg Nadler, President, Pegg Nadler & Associates

3:15PM - 3:30PM  Energy Break

3:30PM - 4:45PM Closing Session

Closing Session: You Vote -- Choosing Creative Winners and Losers

In this Creative Session you will learn from: five leaders in our field as they share their creative tops and flops.  Learn what works and what doesn't, from the very basic package style to the smallest test that fine tunes things.  Learn from some of the most progressive thinking non-profits in our industry.  Choose the true winners and losers correctly, and you might just win a prize.

Speakers:
Bobby Dean, Vice President, Cal Farley's Boys Ranch
Jennifer Bielat, Assistant Vice President, Easter Seals
Lisa Wilson, Director of Development, North Shore Animal League America
Kathleen Ryan, Senior Product Manager, Guideposts
Mark Briggs Marketing Database Manager, United Spinal Association
Moderator: 
Diana Estremera, Vice President, May Development Services                             back to agenda page

* Conference sessions subject to change