The Westin Galleria, Dallas, TX

Transcription

1 The Westin Galleria, Dallas, TX MONDAY, MARCH 28 2:00pm 5:00pm 5:00pm 5:15pm OPENING PROGRAM: Creating a Vision for Our Work (FOR ALL AFFINITIES ) 2:00pm 2:15pm Welcome 2:15pm 2:30pm Rabbi Andrew Paley: The Jewish Values of Leadership 2:30pm 5:00pm Dan Roam, Author of international bestseller, The Back of the Napkin BREAK Affinity Meetings and Dinner by Affinity 5:15pm 6:15pm (Pick 1 of 2) Option 1: Trends in Philanthropy Leslie Lenkowsky, Professor of Public Affairs and Philanthropic Studies, Indiana University Robert Evans, Fundraising consultant coach and trainer MODERATOR: Gil Preuss, Executive Vice President, CJP of Greater Boston Option 2: How to Have a Meaningful Jewish Conversation with Your Donors Zach Briton, Campaign Director, Jewish Federation of Greater Washington Welcome and ListServ Live: New Ideas and Innovations from Your Colleagues across North America Branding and Marketing: Understanding the Difference James Heaton, head of the Tronvig Group, a leading cause-related marketing firm BOTH AFFINITIES: PLANNING & ISRAEL & OVERSEAS Why Federation? The relevance of planning and allocations processes in an era of donor choice and individualism. Jay Sanderson, President and CEO, Jewish Federation of Greater Los Angeles Jason Shames, CEO and Executive Vice President, Jewish Federation of Northern NJ 3/11/ :39 AMPROFESSIONAL INSTITUTE 2016 Page 1 of 7

2 MONDAY, MARCH 28 7:00pm 8:15pm Philanthropic Psychology: How Do Donors Articulate Their Identity through Their Philanthropy? MARKETING PROGRAM CONTINUES BOTH AFFINITIES: PLANNING & ISRAEL & OVERSEAS Why Federation continued Dr. Adrian Sargeant, Professor of Fundraising, Centre for Sustainable Philanthropy Plymouth Business School MODERATOR: Daniel Staffenberg, Executive Director, Jewish Community Foundation of Greater MetroWest NJ PROFESSIONAL INSTITUTE PROGRAM 2016 Page 2 of 7

3 TUESDAY, MARCH 29 8:00am 10:45am BREAKFAST by Affinity/Sessions 8:00am 9:15pm 8:00am 10:45am 9:30am 10:45am 8:00am 8:45am What Does It Take to Double, Triple or Quadruple Your Income? Understanding the Cultures, Behaviors and Leadership that Drive Change Dr. Adrian Sargeant, Professor of Fundraising, Centre for Sustainable Philanthropy Plymouth Business School MODERATOR: Avital Ingber, Chief Development Officer and Managing Director, United Jewish Endowment Fund, Jewish Federation of Greater Washington 9:30am 10:45am FRD Integration: Case Studies (see /Session Descriptions for full list of Panelists) Group 1: Use the Small Screen for the Big Screen: How to Produce Complete Videos Using Your iphone Kim Foley, iphone Video Producer Please Note: For Marketing Professionals only; repeats in the afternoon for Group 2 Group 2: Social Media: Possibilities and Pitfalls Debra Askanase, Non-profit social media specialist Please Note: Repeats in the afternoon for Group 1 Everything is Measurable Barbara Bedney, Director, Planning and Evaluation, JFNA Beth Cousens, AVP, Jewish Engagement and Education, JFNA Judith Samuels, Managing Director, Impact & Performance Assessment, UJA- Federation of NY Elisa Deener-Agus, Associate Vice President, Planning, Combined Jewish Philanthropies Breakfast Networking 8:45am 10:45am Emerging Global Trends & Federation: A Conversation with Our Partners Michael Novick, Executive Director, Strategic Development, American Jewish Joint Distribution Committee Arthur Sandman, Executive Vice President, International Development, The Jewish Agency for Israel MODERATOR: Brian Eglash, Senior Vice President and Chief Development Officer, Jewish Federation of Greater Pittsburgh 10:45am 11:00am BREAK PROFESSIONAL INSTITUTE PROGRAM 2016 Page 3 of 7

4 TUESDAY, MARCH 29 11:00am 12:45pm Affinity sessions continued. 11:00-11:45am & 12:00-12:45pm (session repeat) Pick 2 of 4 Option 1: Where Are We and What s Coming down the Road in Wsashington? Steven Woolf, Senior Tax Policy Counsel, JFNA Option 2: Are There FRD Best Practice Standards? You Bet Vicki Agron, Consultant, JFNA (ALL MARKETING PROFESSIONALS) ListServ Live Part II: More New Ideas and Innovations from Your Colleagues across North America You and JFNA Discussion of JFNA marketing services alignment with your needs Everything is Measurable Part II I&O and Your Community: Tools to Energize, Engage and Inform Option 3: Holistic Approach to Donor Conversations Steve Lande, Foundation Director, Greater Miami Jewish Federation Jeff Levin, Chief Development Officer, Greater Miami Jewish Federation Option 4: Reimagining the Annual Campaign: How to Add New Passion to Grow It Yair Szlak, Chief Development Officer, Federation CJA PROFESSIONAL INSTITUTE PROGRAM 2016 Page 4 of 7

5 TUESDAY, MARCH 29 1:00pm 2:30pm LUNCH PROGRAM (FOR ALL AFFINITIES ) Speakers: Jerry Silverman, President and CEO, JFNA Harold Gernsbacher, National Campaign Chair, JFNA Introducing FedCentral: The Federation s Movement Continental Intranet and What It Means to You 2:45pm 4:15pm WORKSHOP I (FOR ALL AFFINITIES ) Please select one of the following options Social Media: Possibilities and Pitfalls Part I Debra Askanase, Non-profit social media specialist Creating an Engaged Workplace Culture Elissa Maier, Vice President, Mandel Center for Leadership Excellence, JFNA Navigating Donor Conversations on Israel Mark Medin, Executive Vice President of Financial Resource Development, New York and Rebecca Caspi, Senior Vice President, Israel and Overseas, JFNA The Power of Data Beth Cousens, AVP, Jewish Engagement and Education, JFNA iphone Video Session (Group 2) for MARKETING only 4:30pm 6:00pm WORKSHOP II (FOR ALL AFFINITIES ) Please select one of the following options Social Media: Possibilities and Pitfalls Part II Debra Askanase, Non-profit social media specialist You Can t Manage What You Don t Measure Abbie Levin, Vice President, Development/Campaign, Jewish Federation of Cleveland Mariam Shpeen Feist, Senior Vice President and Chief Development Officer, Jewish Federation of Greater Dallas A Different Kind of Getting Engaged Beth Cousens, AVP, Jewish Engagement and Education, JFNA iphone Video Session continues (Group 2) for MARKETING only 6:30pm DINNER ON YOUR OWN MARKETING DINNER DINNER ON YOUR OWN DINNER ON YOUR OWN Getting Your Organization to Think beyond the Visual Brand A presentation and discussion with James Heaton, head of thetronvig Group PROFESSIONAL INSTITUTE PROGRAM 2016 Page 5 of 7

6 WEDNESDAY, MARCH 30 8:00am 9:30am BREAKFAST and PLENARY (FOR ALL AFFINITIES ) Israel Writing the Next Chapter in an Ancient Love Story Rabbi Brad Hirschfield, President, CLAL 9:45am 11:00am 11:15am 12:30pm INTERDISCIPLINARY SESSIONS I (FOR ALL AFFINITIES ) Conversation with Philanthropists: Howard, Leslie and Jaynie Schultz in Conversation with Bradley Laye, President and CEO, Jewish Federation of Greater Dallas Telling the Federation Story: Harnessing the Strengths of Planning and Marketing INTERDISCIPLINARY SESSIONS II (FOR ALL AFFINITIES ) Giving Tuesday: Takeaway Ideas and Tools to Creatively Implement in Your Community Robert Evans, Fundraising Consultant How to Market form the Donor s Perspective: Endowment & Integrated Marketing Greg Warner, MarketSmart 12:45pm 2:00pm CLOSING SESSIONS BY AFFINITY and LUNCH FRD CLOSING LUNCH An Interactive Discussion: How Federations can work best with Multigenrational Families (see /Session Descriptions for full list of Panelists) MODERATOR: Avital Ingber, Chief Development Officer and Managing Director of the United Jewish Endowment Fund at The Jewish Federation of Greater Washington You and JFNA We will continue our discussion of JFNA marketing services alignment with your needs. Networking and Next Steps Brainstorming Our Next Steps PROFESSIONAL INSTITUTE PROGRAM 2016 Page 6 of 7

7 PROFESSIONAL INSTITUTE PROGRAM 2016 Page 7 of 7