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Summer Symposium 2016 Program

View the full program with session abstracts, speaker details,
and more on our mobile-friendly platform.


Thursday, July 7
7:30-9:00 AM
Joint EC Meeting
9:15-10:15 AM
Committee Meetings (4) Marketing, Membership, Program & Education, and Resource Development
10:30-11:30 AM
GUSA Foundation Board Meeting
11:30 AM-12:30 PM
GI Board Meeting
12:30-1:00 PM
GI Annual Meeting
1:00 PM
Lunch and Summer Symposium begins
2:00 PM
"Presence with Purpose," presented by Bill Crouch, CEO and Founder, Crouch and Associates; and Kushal Dasgupta, Associate Vice Chancellor of Advancement Services at NC State University
3:15 PM
Coffee Break
3:30 - 4:15 PM
"Philanthropy and Sustainable Development Goals," presented by Ritu Sharma, CEO, SDG Nexus; and Frank Williams, Director and United Nations Representative, World Vision, New York
6:00 PM
Opening Reception at the Silverado
(featuring a blind wine tasting and heavy appetizers)
8:30 PM
Special Campfire Jam Session by "The Givers"
Friday, July 8
8:30 AM
Breakfast Discussion – "White House Conference on Philanthropy, 2018: Revisiting the Filer Commission Report 40 Years Out"
9:30 AM
"Profile of a Farm Worker - A Case Study in Effectively Serving the Underserved," presented by Amy Wolfe, President and CEO, AgSafe; and Terence Mulligan, President, Napa Valley Community Foundation
10:45 AM
Coffee Break
11:00 AM
"Giving USA 2016: Stories Behind the Latest Giving Trends," moderated by Stacy Palmer, Editor, Chronicle of Philanthropy, and led by panelists Amir Pasic, Dean, Indiana University Lilly Family School of Philanthropy; Mari Ellen Reynolds Loijens, Chief Business, Development, and Brand Officer, Silicon Valley Community Foundation; Amy Wolfe, AFP National Board and President and CEO, AgSafe; Josh Birkholz, Chair of the Giving USA Advisory Council on Methodology and Principal, Bentz Whaley Flessner. Registration for virtual event only can be found here.
12:15 – 6:00 PM
Free Time in Napa / Lunch on Own
Optional Activities:
Golf at Silverado (optional, additional fee of $190)
Located at Silverado, play the North Course (PGA Tour Safeway Open Course) with tee times at 1:10 and 1:20. A boxed lunch is included.
Wine Tour (optional, additional fee of $150)
Visit 2-3 area wineries with your colleagues. Tour fee includes transportation, lunch, and entrance/tasting fees.
6:00 – 7:00 PM
Cocktail Hour at the Hotel
7:30 PM
Dine Around
Sign up onsite to attend a pre-made dinner reservation at a local restaurant
Saturday, July 9
8:30 AM
Breakfast Roundtable Discussions
• "Scaling Your Business," hosted by Ellen Bristol, Bristol Strategy Group
• "Conducting a Corporate Philanthropic Assessment," hosted by Mike Schmidt & Dawn Robinson, Cramer and Associates
• "The Use and Value of Wealth Analytics Research," hosted by Robert Westfall, Westfall Group
• "Problems with Staff Turnover Rates at Nonprofits," hosted by Jeff Gordy, Z2 Systems Inc
• "Mid-Level Donor Programs," hosted by Kurt Worrell, TrueSense Marketing
9:30 AM
"The Secret of Continuous Improvement," presented by Jon Biedermann, Vice President, DonorPerfect; and Ryan Woroniecki, President of Strategic Partnerships, DonorSearch
10:45 AM
Coffee Break
11:00 AM
"The Return on Character for Non-Profits," presented by Fred Kiel, Principal and Co-Founder of KRW International
12:30 PM
Lunch
2:00 PM
"Contemporary Firms Serving Contemporary Clients," led by panelists Bill Tedesco, CEO, DonorSearch; Angela Hodson, Principal, Dini Spheris; Aly Sterling, President, Aly Sterling Philanthropy; and moderated by Karen Rotko-Wynn, CFRE, Executive Vice President, The Alford Group
3:15 PM
Coffee Break
3:30 - 4:30 PM
"Building Trust: Creating Philanthropic Impact through Strong Nonprofit," presented by Kim Meredith, Executive Director, Stanford Center on Philanthropy and Civil Society
6:00 PM
Special Event – Evening at Artesa Winery (optional, additional fee of $175)
Enjoy the final night of Summer Symposium at Artesa wines. Your ticket includes transportation, a private tasting experience, winery educational tour and dinner.
Sunday, July 10, 2016
8:30 – 10:30AM
Breakfast Available/Departures

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