"Next Steps to a Sustainable Future" NACG
National Workplace Giving Conference January 18-22, 2006 Omni Corpus Christi Hotel - Bayfront Tower, Corpus Christ, Texas
Curriculum Overview | Detailed Training Agenda | Trainer Biographies | NACG Awards Dinner
Sponsors & Exhibitors NACG wishes to thank the following conference sponsors and exhibitors:
The National Alliance for Choice in Giving is a membership association of local, state, and national workplace giving federations and funds that raise awareness and vital dollars for community development, environmental protection, human health, human rights, international relief, and much more. NACG works with and for its members to enrich, expand, and uplift employee-based philanthropy across North America. Twice each year, NACG organizes a national training and networking conference open to the staff and volunteer leaders of workplace giving organizations, employers, funders, and all others interested in the development and enhancement of employee giving. NACG membership is not required to attend, however registration fees are higher for non-members.
Please join us for what promises to be a provocative, challenging, and enlightening look into the future of workplace giving.
Schedule Overview Preliminary Meetings
Wednesday, June 15: NACG Board Meeting and Dinner, 1:00pm - 5:00pm (John Steinbach Room)
Thursday, June 16: Federation Meetings 9:00am - 5:00pm (Community Shares USA, Earth Share and others that would like space),
National Workplace Giving Training Conference
Thursday, June 16: Philanthropy & Technology Fair (includes dinner), 6:00pm - 9:00pm (Queen Marie Ballroom)
Friday, June 17: Training Conference, 8:30am - 5:00pm (Queen Marie Ballroom) Friday, June 17: NACG Awards Dinner, 6:00pm - 9:00pm (Minoan Room of the Greek Cusina)
Saturday, June 18: Training Conference, 8:30am - 5:00pm (Fireside Room, Gevurtz Ceremonial Room, Queen Marie Ballroom)
Sunday,
June 19: Closing Breakfast, 8:00am - 10:00am (Queen Marie Ballroom) Schedule at a Glance Click here for a one page snapshot view of the full conference schedule including pre-conference board and federation meetings and room assignments.
Curriculum Overview
NACG's Technology Fair & Reception will kick off the national workplace giving conference on Thursday evening, June 16, 2005, with a look into the future of philanthropy and workplace giving technology. Leading technology experts will present and demonstrate their take on how technology will influence the future of philanthropy and workplace giving. Glen Hiemstra, one of the leading futurists in the country, will deliver the conference keynote address on Friday morning. Glen, who has consulted for organizations including Microsoft, Adobe Systems, Boeing, and the Council on Foundations, will set the stage for a panel of leading workplace giving experts who will examine future trends and their implications for federations and funds in the coming years.
Ensuing workshops will guide participants in constructing a vision of a future for their organization that builds on the following assumptions of life in the Year 2020:
Participants will be challenged to develop specific ideas about how their organizations will find future success given the driving forces of change identified early in the program and to then set their sights on specific strategies and tactics to immediately move their organization toward these outcomes. The goal is to have every participant take home both concrete action steps and a roadmap for their organization's long-term strategic planning. Additional sessions will be offered to further support organizations in achieving tangible "first wins."
Training at a Glance Click here for a one page snapshot view of the training agenda and session descriptions.
Detailed Training Agenda
Thursday, June 16 6:00 - 9 :00pm Philanthropy & Technology Fair NACG's Philanthropy & Technology Fair (with buffet dinner and cash bar) will open the conference with an opportunity for socializing and a brief venture into future trends in philanthropy technology. Included in the event will be a short program which will provide a forum for leading workplace giving technology experts from GetActive software and Kintera to communicate their perspective of the future of technology and how it may affect philanthropy and workplace giving. Additionally, NACG's Workplace Giving Technology Committee will unveil its formal assessment and online directory of workplace giving vendors and their products as part of the Technology Fair. The Committee has recently completed a two-year investigation of available electronic pledging systems and has prepared a comprehensive analysis of electronic pledging tools including system components, user requirements, and pricing information. Speakers: Sheeraz Haji, Founder & CEO, GetActive Software Debbie Snyder, VP Directed Giving, Kintera Location: Queen Marie Ballroom Friday, June 17 7:30 – 8:30 Breakfast Served (Arcadian Garden) 8:30 – 10:00 Keynote Address: 2020 Vision: What the Future Holds for Workplace Giving Glen Hiemstra, a nationally acclaimed futurist, will identify trends in the nature of work, workforce demographics, technology, and corporate culture, setting the stage for a day of discussions of what is in store for workplace giving and what we should do about it. Learning Objectives:
Speaker: Glen Hiemstra, Founder and CEO, Futurist.com Location: Queen Marie Ballroom 10:00 – 10:30 Break 10:30 – Noon: Plenary: Workplace Giving in 2020 A panel of workplace giving experts will respond to the keynote address and share their perspectives on how changes in work life, donor attitudes, technology and corporate culture will affect workplace giving campaigns and the role of federations and funds. Learning Objectives:
Speakers:
Location: Queen Marie Ballroom Noon – 1:30 Lunch Served (Arcadian Garden) 1:30 – 3:00 Workshop: What is our Preferred Future? Will the future happen to us or, with an understanding of major trends, can we shape the workplace giving future that we want? In this highly interactive session participants will imagine a preferred future for workplace philanthropy, first by considering the preferred future of their own organizations and then through group interchange developing an understanding of the preferred future of the workplace giving field as a whole.
Facilitators:
Location: Queen Marie Ballroom 3:00 – 3:30 Break 3:30 – 5:00 Workshop: Strategic Implications of our Preferred Futures
With a preferred future in mind from the previous workshop, participants will identify the strategic implications for their organizations, for NACG, and for the workplace giving field as a whole. What strategic steps will be necessary to move into the future?
Facilitators:
Location: Queen Marie Ballroom 6:00 – 9:00pm NACG Awards Dinner Saturday, June 18 7:30 – 8:30 Breakfast Served (Arcadian Garden) 8:30 – 10:00 Sessions: Breakout Session: Strategic Makeover – Future Planning for Federations and Funds Getting to your preferred future may mean course corrections in a number of areas within your organization. But when do you know your organization is ready? Who should lead the effort? Inside help or hiring a pro? Who should participate? How do you keep it from being the eternal planning process? Learn the answers to these questions and more including profiles of workplace giving organizations that have successfully designed and implemented a successful plan. Learning Objectives:
Speakers: Deb Furry, Consultant, former Executive Director of NACG and Community Works (Boston); current President of the Board of Directors, Earth Share of Oregon Location: Fireside Room Breakout Session: E-Philanthropy - The Bedrock of Organizational Growth Every workplace giving organization is faced with the task of taking their traditional operations into an online environment Online campaigns and web sites will no longer be appendages to what we do; they will be at the core of the way we do business. This session will spell out the steps organizations must take to fully embrace the e-revolution. Learning Objectives :
Speaker: Sheeraz Haji, Founder & CEO, GetActive Software Location: Gervurtz Ceremonial Room 10:00 – 10:30 Break 10:30 – Noon Sessions: Breakout Session: Leaving Legacies – How to Launch an Effective Planned Giving Program Starting a planned giving program
today might make your preferred future more attainable. This introductory
but comprehensive session will show you how to design and sustain an effective
planned giving program. Learning Objectives: Understand the benefits and mechanics of setting up a planned giving program Speakers: Lisa Tracy, Consultant, Changemakers Yeshica Weerasekera, Grants Manager, Changemakers Location: Fireside Room Breakout Session: Expanding Our Base - New Campaign Development Strategies
What do the trends of the accelerating pace of corporate mergers, proliferation of direct pay campaigns, and advent of fundraising technologies mean for our future? Be ready to share your insights about new campaign development in this interactive session.
Learning Objectives:
Speaker:
Location: Gervurtz Ceremonial Room Noon – 1:30 Lunch Served (Queen Marie Ballroom) 1:30 – 3:00 Sessions: Breakout Session: To Give or Not to Give? Secrets of Bonding with Donors for a Lifetime, Generation by Generation How is the new generation of entrepreneurial givers re-defining philanthropy? How are they different from the Baby Boomers? What compels each to give of their time, talent, and/or resources or blocks their giving? What do we need to understand about their values, attitudes, opinions, habits, and preferences?
Learning Objectives:
Speaker: Charles Bernard Maclean, PhD, Founder & Committed Listener, PhilanthropyNow.org
Who should attend: Executive Directors, Other Staff particularly Development Directors & Campaign Directors Location: Fireside Room Breakout Session: Positioning Through Time & Space – Branding and Messaging for Today and Tomorrow With calls for greater accountability,
greater workforce diversity, and technology enabling real-time access
to potential donors in a wide-range of forms, how do we develop, refine,
and deliver a tangible and consistent message to suit the rapidly
changing times? What goes in to an affordable, flexible approach to getting
your voice heard?
Speakers: Kathryn Bailey French, Senior Communications Director, Metropolitan Group Location: Gervurtz Ceremonial Room 3:30 – 5:00pm: Concluding Joint Session: Wrapping It Up, Bringing It Home, and Keeping It Alive! With the benefit of future thinking, explorations of our preferred futures and strategic initiatives, and training to position us for future success, we will gather to focus on our "first wins" coming out of this conference. We will identify concrete actions each of us can take in the near term in order to immediately bring us closer to our preferred futures. We will discuss the resources needed to sustain this forward thinking perspective, both at home and from NACG and other national partners. Finally, we will celebrate our new learning and raise a toast to our bright future! Learning Objectives:
Speakers:
Location: Queen Marie Ballroom (End of formal conference programming - dinner on your own) Sunday, June 19 8:00 – 10:00am Closing Breakfast Arcadian Garden Informal closing breakfast, no program.
Trainer Biographies Kathryn Bailey French, Senior Communications Director at the Metropolitan Group, helps clients achieve their organizational goals with her expertise in strategic communications planning, public awareness campaigns, social marketing, public relations and marketing. Examples of her client work include designing public awareness and social marketing campaign strategies for National Indian Child Welfare Association; implementing visioning and public involvement plans to improve community connections for clients such as Washington County, Oregon; developing strategic fundraising plans for nonprofit organizations; creating and executing communications strategies for public sector and nonprofit clients including National Council of Lewis & Clark Bicentennial, Port of Portland and Certified Forest Products Council; and providing public relations and marketing counsel to socially responsible private sector clients such as New Seasons Market. A native of Montana, Kathryn is pleased to have come home to the Pacific Northwest after 10 years living and working around the globe. Before joining MG, Kathryn worked as a political analyst for the United States Air Force and NATO, and as a research assistant in the British House of Commons. She has a degree from Middlebury College where she realized the power of artful communication as a political science and theatre major. As a volunteer, Kathryn offers public relations and marketing support as a board member for Profile Theatre Project and is a committed advocate for the arts. In her free time, she enjoys traveling with her husband Dale, and relaxing at her grandmother’s cabin in Glacier National Park, Montana. Deb Furry is the board chair of Earth Share of Oregon and a board member of Earth Share national. She has been involved in workplace fundraising since 1985, first directing Community Works in Boston , MA and then as director of NACG. Her other volunteer activities include serving as the chair of the McKenzie River Gathering Foundation in Portland , OR . Deb is an independent consultant, providing training, consultation, and coaching in board development, strategic planning, fund development, new business development, organizational assessments, collaboration, workplace fundraising, and other organizational development issues. Her philosophy is to work with organizations and individuals to optimize and maximize the capacity that exists within. Deb's coaching has focused on working with executive directors and board chairs to develop new skills, hone existing skills, and improve their effectiveness. This is accomplished by understanding the larger picture that they are operating in, the impact they are having and how that compares to the impact they want to have. The skills and strategies developed have broad application for their work and life. Stephen
Greenhalgh has worked for the past 10 years for The Consulting
Network, a national management consulting firm specializing in corporate
social responsibility, contributions, community relations and employee
involvement. His areas of expertise includes assessment, benchmarking,
strategy development and implementation, marketing and communications
for corporate citizenship, employee involvement and charitable workplace
giving programs, as well as complementary services for national nonprofit
service and fund-raising organizations. Recent corporate consulting assignments
include assessing the workplace giving programs of a number of Fortune
500 companies and developing strategies to strengthen employee involvement
and participation. He recently authored a national publication on workplace
giving trends, models and best practices. Greenhalgh was instrumental
in conducting a national survey on employee involvement resulting in the
publication Valuing Employee Involvement . Additionally, Steve
spent eleven years in the United Way system
in corporate relations, fund raising and communications. Sheeraz Haji, CEO and co-founder of GetActive Software, has driven the Company to become a leading provider of relationship management software for membership organizations. His management of GetActive has resulted in the acquisition of over 300 clients and the achievement of profitability in 2002, only two years after the Company's inception. Sheeraz is an active member of the Board of Directors for Nonprofit Technology Enterprise Network (N-TEN) and the ePhilanthropy Foundation. Sheeraz has been selected as an expert presenter at multiple industry events sponsored by such organizations as Politics Online, NTEN, PBS, NPR, National Council for Nonprofit Associations, and Association of Fundraising Professionals. Before GetActive, Sheeraz led a product management team at Digital Impact, a provider of online direct marketing solutions for enterprises. He has also worked as a strategy consultant for McKinsey & Company, where he served both nonprofit and for-profit organizations. He has also worked as an Associate in the Washington, DC office of Environ International. Sheeraz has a BS from Brown University and a MS from Stanford University.
Glen Hiemstra is the Founder and CEO of Futurist.com. One of the most respected futurists in the United States, Glen works for enterprises in fields as diverse as transportation, aerospace, energy, telecommunications, financial services, and health care. Recent clients include Adobe Systems, Attachmate, Boeing, Regence Health Care, Microsoft, Premera, Apax, and Atlanta Vision 2020. Three times recently Glen has been invited by Hollywood to act as a technical advisor for programs set in the distant future. In 1989 Glen served as the Washington State Centennial Futurist. Prior to going into business, Glen was an award winning educator, selected Most Influential Professor at Whitworth College . Glen is a Visiting Scholar at the Human Interface Technology Lab at the University of Washington , where they conduct research and development in virtual and augmented reality technologies. Glen is the co- author of a leaders' handbook, Strategic Leadership: Achieving Your Preferred Future . Glen is frequently cited as a resource for articles about the future, by publications such as The Futurist, the Wall Street Journal, U.S. News and World Report, Los Angeles Times, the Detroit Free Press and USA Today. Glen lives in Kirkland , Washington with his wife Tracie. They have three adult and college-age children. Charles B. Maclean, PhD is a pioneering researcher in philanthropy and donor behavior and host of PhilanthropyNow.org. He has been published in numerous publications including Chronicle of Philanthropy, Philanthropy World, Advancing Philanthropy, Inc Magazine, CharityChannel, Washington CEO, ee Times, Portland Business Journal, Drucker Institute Leader To Leader Magazine, Oregon Business Monthly, National Public Radio "Talk of the Nation", Philanthropy World Magazine, Nonprofit World and other publications. Charles is a coauthor of PhilanthropyNow: Seeding The New Generation of Entrepreneurial Givers and author of the 360 Degree Nonprofit Self-Audit For Excellence & Accountability. He recently spent six months on a philanthropy journey sharing and collecting best giving and asking practices all over the United States and beyond. Charles was nominated with co-author Jana Green for the Independent Sectors' Virginia A. Hodgkinson 2001 Philanthropy Research Prize. Debbie Snyder, VP Directed Giving for Kintera, brings 20+ years of Fortune 100 executive leadership experience in marketing, public affairs, communications, global program development, strategic planning, and consulting. Prior to joining Kintera, Debbie was the Chief Marketing Officer for KindMark, a leading provide of workplace giving products and services. KindMark was acquired by Kintera in August 2004. Prior to joining KindMark, Debbie spent 20 years at EDS, the last three years as the Director of Global Community Affairs. During that time, Debbie was responsible for implementing the KindMark system and EDS and leading EDS’ first global employee giving campaign. Under Debbie’s leadership, EDS received the 2001 Points of Light Award of Excellence in Corporate Community Service. Debbie also served as a founding member of the “Business Strengthening America" taskforce, a corporate campaign for civic engagement and service sponsored by the White House. In addition to her professional experience, Debbie is a Board Member of three nonprofit organizations, The U.S. Congressional Award for Youth, The JASON Foundation for Education and Young Audiences of North Texas. Debbie also serves on the funds allocation committee for the United Way of Metropolitan Dallas. Debbie holds an M.A. in Organizational Communication from Baylor University and a B.A. in Communication and Public Relations from William Jewell College.
Lisa Tracy is a Philanthropic Advisor and Certified Life Coach. She is founder of the consulting firm Philanthropy Vision, which helps individuals, families, and foundations to disburse their philanthropic funds with greater impact and to create joy and direction in their personal lives and careers. Lisa loves working with people who have a burning desire to change the world, young people, and families and foundations exploring creative philanthropy. She facilitates family philanthropy meetings (including wilderness retreats); assists with foundation set-up and management; researches charities and ways to attain a great influence in a given field; and mentors younger family members around philanthropy and life direction. Lisa works with families nationally and internationally. Lisa has earned the Chartered Advisor in Philanthropy (CAP) designation and is completing her credentials as a Certified Financial Planner®. Lisa
has appeared in numerous national journals and on BBC Radio. She has presented
on philanthropy topics for Grantmakers Without Borders, Women's Funding
Network, Money Quotient, The Funding Exchange, Horizons Foundation, Resourceful
Women, National Network of Grantmakers, Resource Generation, and NAPP's
2003 conference. Yeshica Weerasekera has been with Changemakers since July 2000. She has over fifteen years of experience with a diverse number of public sector, philanthropic and non-profit organizations in the United States, the U.K. and West Africa. She has wide-ranging experience in projects and program management, grants development and management, as well as financial and office administration. Yeshica worked for six years in several West African countries as the local Sahel Representative for Ashoka: Innovators for the Public, as well as with Oxfam America, and RADI, a community-based non-profit organization in Senegal. After moving back to the U.S. she served as the Africa Program Director at International Development Exchange and as a Projects Coordinator at the Tides Center. Born and raised partly in Sri Lanka, Yeshica has a BA in (International) Development Studies from the University of East Anglia, U.K., and a Masters in African Area Studies from UCLA.
NACG Awards Dinner WHEN: Friday, June 17, 2005; 6 - 9 PM WHERE: Greek Cusina, Minoan Room, 404 SW Washington, Portland, OR (503) 224-2288
All conference attendees are welcome to the annual NACG Awards Dinner as we gather to celebrate and recognize leadership and excellence within the NACG community. Awards will be presented to honor local and national achievement in the workplace giving field. This year's event will be held on Friday, June 17, from 6 - 9 PM in the Minoan Room of the Greek Cusina, a Portland landmark with great food and a casual, fun atmosphere located within walking distance of the conference hotel. The price of event is included in most registrations; additional tickets can be purchased for $30. The following organizations and individuals have been named the 2005 NACG Award Winners:
2005 CHOICE IN GIVING AWARD
2005 INNOVATION & EXCELLENCE AWARD
2005 PROGRESS AWARD
2005 WORKPLACE PHILANTHROPY LEADERSHIP AWARD
2005 ACHIEVEMENT AWARDS
• Broadening
public awareness of workplace giving options and workplace campaign models Membership
in the National Alliance for Choice in Giving is open to all
federations and funds that support NACG’s mission and Standards
of Conduct for Workplace Giving Organizations. Effective January 1, 2004,
NACG annual dues are $250 for federations and funds raising less than
$150,000/year in the workplace; $500 for those raising $150,000 to $2,000,000;
and $1,000 for those raising over $2,000,000. For more information on
NACG membership and to receive a membership application, call 207-761-1110
or send us a
request using email.
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