2019 Giving Institute Mentor Series
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When: Monday, November 4th, 2019
8:00 AM
Where: Westin Michigan Avenue
909 N Michigan Ave
Chicago, Illinois  60611
United States
Contact: Bree Angelo

Online registration is closed.
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The Mentor Series brings together leaders in the world of philanthropy and those newer to the profession for a day of educational sessions focused on career skills that will benefit all involved.

Cost: $300.

Takes place before the November Board Meeting in Chicago.


Monday, November 4

Room locations: All main sessions and "Under Four Years" sessions will take place in Grant Park. "Over Four Years" sessions will be in Marquette Park.

Welcome and Introductions

Angela Hodson, Dini Spheris
9:00 - 10:00am
All Participants

Leadership Panel: "Ask the Leaders"

Rachel Hutchisson, Blackbaud (Moderator); Brenda Asare, CEO,The Alford Group; Peter Fissinger, CEO, Campbell & Company; Jim Bush, Winkler Group
10:15 - 11:15am
Under Four Years

Managing Client Expectations

When you create a great experience, you build trust with your clients. Creating trust by exceeding client expectations leads to loyalty, the opportunity for long-term engagement, and referrals. During this interactive session, we will explore client needs and expectations and provide you with proven strategies to deliver exceptional service.

Jim Bush, Winkler Group
Over Four Years

Leading and Selling in the Shadow of Your Boss

Michelle Buchanan, Dini Spheris
11:30 - 12:30pm
All Participants

How to Deliver Bad News: Mastering Difficult Conversations

Steve Beshuk, Benefactor Group
12:30pm - 1:30pm
All Participants

Lunchtable Discussions
1:30 - 2:30pm
Under Four Years

Honing Your Communication Skills

Communication is at the heart of building effective relationships, whether internally or with clients. In this session we will look at the principles of effective communication with internal audiences, clients and in the sales environment.

Rick Dunham, Dunham + Company
Over Four Years

Managing a Client Delivery Team

Are you finding yourself spending more time managing than fundraising? In today's nonprofit landscape, philanthropy is increasingly a team sport. Being a leading client partner now requires more than just strategic knowledge—it demands robust management skills. Join leaders from CCS Fundraising for an interactive discussion drawing on case studies on how to manage a client delivery team and ensure every partnership is positioned for success.

Lindsay Marciniak, CCS Fundraising
2:30 - 3:15pm
3:15 - 4:15pm
Under Four Years

Listening, Reflecting, and Responding: How to Perform Beyond Your Experience

How do you approach your client relationships? How do you answer the tough questions when you're not completely confident you have the full answer? Finding your own voice and consulting style is a key step in transitioning to a consulting career and a real confidence builder for new consultants. We'll share real world examples of how to best navigate client relationships and strategies to help build your consulting skills.

Wendy McGrady, The Curtis Group
Over Four Years

Public Speaking: Being a Subject Matter Expert

Writing papers, blogs, social media, presentations, storytelling, finding your voice.

Rachel Hutchisson, Blackbaud
4:15 - 5:00pm
All Participants

Analytics Panel Discussion

Peter Fissinger, Campbell & Company (Moderator); Joshua Birkholz, Bentz Whaley Flessner; Carrie Cobb, Blackbaud; Carrie Dahlquist, Campbell & Company
5:15 - 5:45pm
All Participants

Review of Day, Questions, Requests for Resources

Angela Hodson
6:00 - 7:00pm
Cocktail Reception


The November meetings will take place at the Westin Michigan Avenue Chicago.The room block is now closed. Please call the hotel directly at 888- 627-8359 to check availability. 


Refunds, minus a $50 administrative fee for all events for which a fee was charged, will be issued on written cancellations received on or before October 21, 2019. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification to and verification of receipt by the Giving Institute 2019 November Meetings. Refunds will be processed 2-3 weeks after the meeting.

Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, Giving Institute is not responsible for nor will provide refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.

The Giving Institute registration fees are not tax-deductible as a charitable contribution but may be deductible as a business expense. Consult your tax advisor.

Registration and attendance at or participation in the GI 2019 November Meetings constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproduction and audiotapes of such events activities.

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