June 17-19, 2018 The Westin Fort Lauderdale Beach Resort Fort Lauderdale, Florida - Planet Philanthropy
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ignite your
passion
June 17-19, 2018
The Westin Fort Lauderdale Beach Resort
Fort Lauderdale, Florida
impact
the world ®
Association of
Fundraising Professionals
Florida Caucus
Thank You
to our very generous sponsors!
®
Association of
Fundraising Professionals
Florida Caucus
Lisa
Blackwelder
Thank You
to our very generous partners!
®
Association of
Fundraising Professionals
Florida Caucus
Dear Colleagues,
Welcome to Planet Philanthropy 2018 and sunny Fort Lauderdale!
Planet Philanthropy is Florida’s premiere conference on philanthropy. Our goal is for every
attendee to take away at least one new idea that can be implemented immediately, bringing
value to you as a professional and your organization. To reach this goal we have planned
more than 48 educational sessions facilitated by thought-leaders in the industry and six
dynamic keynote speakers bringing you best practices, novel ideas and stimulating
conversations on a broad range of topics that will be relevent regardless of experience level.
In addition, this conference features many formal and informal networking opportunities.
Take advantage of the discussions at meals and during breaks. Ask questions, share solutions,
and build your professional network of supportive peers from around the State.
This conference would not be possible without the incredible work of the dedicated
committee of our peers. Thank you all so much for sharing your time and talent over the
past year! We would also like to acknowledge the tremendous support of our 2018 sponsors
and exhibitors. Without their commitment to the nonprofit community and professional
development, we would not have this opportunity to come together. Please take a moment
to visit each booth in the exhibit hall and thank them for furthering our profession.
If at any time you need assistance during the conference, please approach any member
of the committee, wearing “Committee” ribbons on their nametag. We will do our best to
make this an enjoyable conference experience for you.
On behalf of the Planet Philanthropy Committee, we thank you for chosing AFP when taking
the opportunity to invest in yourself and your professional growth. We look forward to providing
the resources that will help your organization thrive. We are so glad you are here with us.
Thank you again for joining us! Enjoy the conference!
Debbie Levine Heather Corey
Debbie Levine, CFRE Heather Corey, CFRE
Planet Philanthropy 2018 Chair Planet Philanthropy 2019 Chair
P.S. Be sure to follow along on Twitter and Instagram @AFPFL, using hashtag #AFP18PP
or by liking the Planet Philanthropy Facebook page.
Tips for a Successful Conference Choose Your Program Wisely (and Early!) During every session, there are up to eight workshops to choose from. Decide which workshop you will attend in advance and get there early as some workshops fill up quickly. If the workshop is full, please have a second choice in mind. If you came with a group, we encourage you to split up and attend different programs. Your Evaluations are Extremely Important We want your opinion. Please complete evaluations in each workshop you attend. Please include any feedback that you think the Planet Philanthropy Committee should know, since we read the evaluations as well. They will also be used by the presenter to improve the program. Don’t forget to hand them in at the end of the workshop. Make a New Contact While You Eat You may be here with colleagues but try sitting at a table filled with people you don’t know. When you do sit down, introduce yourself, and get involved in the conversation. You’ll be amazed by whom you’ll meet. And while we are on the subject of meals… Special Meals If you requested a vegetarian or special meal on your registration form, you will be issued a card at registration, which you should show at meals to receive your special option. If you did not sign up in advance and you would like a special meal, you can check at the registration desk, but it might not be possible to fulfill this request at this late date. Download the Scavify App to Your Mobile Device Explore, interact and engage with exhibitors and other attendees at Planet Philanthropy and take part in the scavenger hunt taking place throughout the conference. And Hey... Who doesn’t like a little friendly competition or a chance to win prizes? For more info see page 16. Things to Remember • Your name badge is your pass to all meals, events, and workshops. Please wear your name badge at all times. • Introduce yourself to people! Give out lots of business cards and leave with none. • Please silence or turn off cell phones during conference meals and sessions. • Stay for the Closing Plenary Session on Tuesday. Scavenger Hunt winners will be announced then. • Take time to visit with exhibitors during the breaks. Learn about services and solutions that can help you and your organization. • Conference committee members are happy to help and answer questions. Look for them at registration, the info table and roaming the halls with their signs. 2
Schedule of Events
Sunday, June 17
1:00 pm – 6:00 pm........... Conference Registration Open ......................................................... Rio Vista Foyer
3:00 pm - 4:00 pm ........... Welcome Reception .......................................................................... Las Olas Foyer
3:00 pm - 4:00 pm ........... Newbie Kickoff Walking Tour ............................................................... Oceanside II
3:00 pm - 4:00 pm ........... AFP Florida Presents “New Tools for You” Presented by Q-Tech ................ Atlantic I
4:00 pm – 5:15 pm........... Opening Plenary with Sally Karioth............................................. Las Olas Ballroom
5:30 pm – 7:00 pm ................ Opening Reception and Scavenger Hunt Launch Sponsored by Qgive .... Las Olas Foyer
Monday, June 18
6:00 am – 7:00 am ........... Sunrise Yoga with Laura Buchbinder ..... Meet in Hotel Lobby and walk to beach
Bring mat or towel and water
7:30 am – 8:00 am .......... Registration and Continental Breakfast ........................................... Las Olas Foyer
8:00 am – 9:15 am........... Morning Plenary with Tracy L. Boak ............................................. Las Olas Ballroom
9:15 am – 9:30 am........... Networking Break .............................................................................. Las Olas Foyer
9:30 am – 10:45 am........... Educational Breakout Sessions (8 workshops) ..... Atlantic Ballrooms I-VI/Rio Vista I-II
10:45 am – 11:05 am....... Networking Break .............................................................................. Las Olas Foyer
11:05 am – 12:20 pm......... Educational Breakout Sessions (8 workshops) ..... Atlantic Ballrooms I-VI/Rio Vista I-II
12:20 pm – 12:40 pm....... Networking Break .............................................................................. Las Olas Foyer
12:40 pm – 2:00 pm......... Seated Lunch and Afternoon Plenary......................................... Las Olas Ballroom
with Darian Rodriguez Heyman
2:00 pm – 2:15 pm........... Networking Break .............................................................................. Las Olas Foyer
2:15 pm – 3:30 pm............. Educational Breakout Sessions (8 workshops) ..... Atlantic Ballrooms I-VI/Rio Vista I-II
3:30 pm – 4:00 pm........... Networking Break (snacks provided) ............................................. Las Olas Foyer
4:00 pm – 5:15 pm............. Educational Breakout Sessions (8 workshops) ..... Atlantic Ballrooms I-VI/Rio Vista I-II
6:30 pm - 8:30 pm.............. Night at the Museum Social at the Museum of Discovery and Science with Mike Geiger
(Transportation Provided) Meet the bus at 6:00 pm. See page 13 for more details.
Tuesday, June 19
6:00 am – 7:00 am .......... Sunrise Zumba with Joanne Ruiz Atkins .............................................. Oceanside II
Bring towel and water
7:30 am – 8:00 am........... Continental Breakfast and Affinity Networking ........Las Olas Foyer and Ballroom
8:00 am – 9:15 am........... Morning Plenary with Anna Ettin ................................................. Las Olas Ballroom
9:15 am – 9:30 am........... Networking Break ...............................................................................Las Olas Foyer
9:30 am – 10:45 am........... Educational Breakout Sessions (8 workshops) ..... Atlantic Ballrooms I-VI/Rio Vista I-II
10:45 am – 11:00 am....... Networking Break ...............................................................................Las Olas Foyer
11:00 am – 12:15 pm......... Educational Breakout Sessions (8 workshops) ..... Atlantic Ballrooms I-VI/Rio Vista I-II
12:15 pm – 12:30 pm....... Networking Break ...............................................................................Las Olas Foyer
12:30 pm – 2:00 pm......... Seated Lunch and Closing Plenary with Scott Lange ............... Las Olas Ballroom
3
Keynote Speaker
Opening Plenary Session:
Sally Karioth, PhD, RN
Finding Joy in What You Do
Some public speakers make you laugh. Some speakers make you cry. Some
speakers make you look at life differently.
Sally Karioth is a very special public speaker, because she makes you do all
three. It is a gift she has acquired from her varied experiences as a nurse,
teacher, writer, talk-show hostess and nationally renowned grief therapist. If one
sentence characterizes the message of her speeches, it is her slogan: ‘’Life is not a dress rehearsal.’’
‘’Everyday,’’ she tells audiences, ‘’you should have at least one exquisite moment.’’
Karioth holds degrees from the Wisconsin-Green Bay Bellin School of Nursing, the University of
Wisconsin-Madison, Florida State University and the University of Florida. Dr. Karioth is a longtime
faculty member of the Florida State University College of Nursing, where she teaches one of the
university’s most popular courses, called ‘’Death, the Individual and the Family.’’
For more than 35 years, Karioth also has been a counselor, helping people cope with the death of
loved ones. Her concern is parents who have lost a child to death.
Her book, If You Want To Know If You’re Dying, Ask the Cleaning Lady (And Others Thoughts On
Life and Happiness), offers a common sense, sometimes humorous, approach to illness and death.
Karioth has also contributed to two other widely available books: Chicken Soup for the Surviving
Soul and Feeling Safe: Talking To Children About War and Terrorism.
Karioth has been active in trauma work and is called frequently to events nationwide to speak to
tragedy survivors and mental health officials suffering compassion fatigue.
Karioth has received numerous national, state and local awards, and appeared in two-award
winning public service films. She appears frequently in radio and television shows.
4
Conference Emcee
Michael Altshuler
Altshuler International
For over two decades, Michael has been fortunate to have been able to help
countless individuals and organizations achieve breakthrough results both personally
& professionally. As a nationally-recognized expert on Leadership, Sales & Peak
Performance, he has helped his clients accelerate and maximize their business
success and live better, more fulfilled lives.
Michael is recognized throughout the country as a top expert on sales and peak
performance mindset training. Whether it’s a keynote speech, training a sales
team or one-on-one coaching, his clients have come to expect and receive extraordinary results.
His content is rich. His style is engaging. And his delivery is always entertaining and memorable.
What sets Michael apart is he’s done it. He’s achieved breakthrough results in multiple industries. Both as a
CEO of a multi-million-dollar copier company that he sold to the 4-Billion-dollar giant IKON Office Solutions,
and, as a health insurance agent where within his first 3 months in the industry he was in the top 1% nationally.
Michael competed on the hit TV show American Gladiators. Putting into practice his peak performance
training, Michael was one of only 22 men selected from over 10,000 nationwide. More than just a competition
though, Michael used this national platform to raise awareness of the homeless plight in America, where he
donated all his prize winnings. He believes that with success comes an obligation to give back.
With Michael’s proven track record of success and countless customized keynotes delivered around the
world, Michael will design and deliver the perfect talk for your group.
Checkout our new website!
After months of hard work, we officially launched our new website in February 2018. The website
has been redesigned to provide visitors with a easier way to learn about who the Florida Caucus
is as well as what activities and tools we offer to our members. A Planet Philanthropy Conference
section was incorporated along with an online registration system to allow for easy event management.
Checkout the Job Board for opportunities or find out how to post an opening.
Additional features will be added later this year, such as:
• Career Center • Calendar Sharing
• Event Portal • Resource Sharing
• Member Portal • Message Board Platform
• Archives (for asking questions about
• File Collaboration best practices, ideas, etc)
Visit afpflorida.org often as we will be constantly updating our content. For any suggestions,
feedback, questions or comments, please email us via the website.
5
Keynote Speaker
Monday Morning Plenary:
Tracy L. Boak, Esquire
Partner with Perlman & Perlman, LLP
Confused or Compliant?
Tracy Boak is a Partner with Perlman & Perlman, LLP a New York, NY law firm
specializing in working with nonprofit organizations. Ms. Boak represents organizations
in a variety of matters including fundraising compliance, regulatory investigations,
and governance matters. Of significance, Ms. Boak works with nonprofits to
conduct legal audits. This process allows an organization to assess its legal health
whereby strengths and weakness are identified and then a plan is developed to
improve legal compliance and manage risks.
Prior to her current position, Ms. Boak was the Director of the Pennsylvania Department of State’s
Bureau of Charitable Organizations where she was responsible for the management of the office that
oversees the administration and enforcement of the State’s charitable solicitation law. During her eleven
year tenure at the Department of State, she also served as the prosecuting attorney for the Bureau,
was Counsel for the Office of Human Resource Management and was a prosecuting attorney for the
Bureau of Professional and Occupational Affairs. Before joining the Commonwealth in 1999, Ms. Boak
was in private practice with a boutique firm in Harrisburg, PA, where she practiced business litigation.
Ms. Boak is a former President of the National Association of State Charities Officials (NASCO) and
served on the NASCO board for six years. She is member of the New York State Bar Association and
the New York City Bar Association, where she serves on the Public Service Network Committee and
previously served on the Nonprofit Organization Committee. She also volunteers her time for several
nonprofit organizations.
She earned her Juris Doctor cum laude from Widener University School of Law and a Bachelor’s Degree
from Shippensburg University of Pennsylvania and is admitted to practice in the State of New York, the
Commonwealth of Pennsylvania, the United States District Courts for the Southern and Eastern Districts
of New York and the Middle District of Pennsylvania, as well as the United States Supreme Court.
Tracy serves on the Woodrow Wilson National Fellowship Foundation board, and is an adjunct faculty
member for Johns Hopkins University’s graduate certificate program teaching philanthropy and leadership.
6
Keynote Speaker
Monday Afternoon Plenary:
Darian Rodriguez Heyman
Keynote Speaker, Best-Selling Author, Moderator, & MC: Philanthropy, Fundraising, Social Media,
Nonprofit Management, Social Entrepreneurship, Youth Leadership & Green Economy Expert
Trends in Philanthropy & Social Innovation
Darian Rodriguez Heyman is an inspiring, dynamic visionary committed to support-
ing and connecting tomorrow’s nonprofit, business, and environmental leaders.
Heyman previously served as Executive Director of Craigslist Foundation (2004–2008)
and creator of its Nonprofit Boot Camp, where he worked to advance not just one
cause or organization, but the effectiveness of the entire nonprofit sector. Today,
Heyman continues his efforts to inspire leaders to action and connect profession-
als to the resources and best practices they need to build a better world through
frequent keynotes and public speaking appearances around the world.
Heyman’s best-selling book, Nonprofit Management 101, has been hailed as the bible of nonprofit
leadership, and his second book, Nonprofit Fundraising 101 (Wiley & Sons), the first truly comprehensive
and practical guide to raising money for your cause, launched as the #1 new nonprofit release on
Amazon.com and quickly reached best-seller status. He co-founded Social Media for Nonprofits
(www.SM4NP.org), the world’s only conference series devoted to social media for social good, actively
advises the United Nations and the Bill & Melinda Gates Foundation, and was appointed as a Commissioner
for the Environment by San Francisco Mayor Gavin Newsom, where he helped pass the largest solar
rebate program in the country. Heyman started his career by co-founding Beyond Interactive, the fastest
growing digital advertising agency during the dot com boom, which peaked at almost 400 employees
in more than 20 countries after its sale to Grey Advertising, now WPP. Most recently, Heyman co-founded
the mobile startup, Sparrow: Mobile for All, which partners with nonprofits and government agencies
serving the poor to power their mobile campaigns.
Heyman has delivered keynotes alongside the likes of Justice Sandra Day O’Connor, Apple Founder
Steve Wozniak, presidential candidate Ralph Nader, and United Nations Under-Secretary-General
Sha Zukang. He co-hosted both TEDxSoMa and TEDxPresidio, with a focus on the future of social
entrepreneurship and corporate social responsibility and enjoys MCing conferences and creating an
educational framework across the various sessions. He has led youth leadership, civil society, and green
economy summits for the United Nations Environmental Programme, and has keynoted in Kenya, Mexico,
Argentina, Brazil, India, Australia, New Zealand and all over the US, including engagements for the
State Department, Independent Sector, the Kellogg Foundation, AFP (the Association of Fundraising
Professionals), the Grant Professionals Association, and Conference of Southwest Foundations, and a
wide range of state nonprofit associations and universities.
Darian will be available to sign copies of his books following his keynote presentation. Copies of his
books will also be available for purchase at that time.
7
Keynote Speaker
Monday Evening Reception Featured Speaker:
Mike Geiger, MBA, CPA
President and CEO of the Association of Fundraising Professionals
What’s New with IHQ
Mike Geiger is president and chief executive officer of the Association of Fundraising
Professionals (AFP), representing individuals and organizations that raise more than
$100 billion in charitable contributions every year around the world for countless causes.
Prior to accepting the position of President & CEO for the Association of Fundraising
Professionals, Geiger served for seven years, from 2010 - 2017, as executive director
and chief operating officer of the Chief Executives Organization, Inc (CEO) a
501c (6) international membership organization with a focus on education. In the role, Mike directed
CEO’s day-to-day global operations, while supporting the board of directors and all organizational
committees. He led the CEO global staff, which annually conducted 35-40 world-class educational
experiences and programs for CEO members and produced Compass magazine, a semi-annual
publication reflecting the membership base’s interests.
Geiger previously served for six years as the vice president and chief financial officer of the German
Marshall Fund of the United States, a 501 c (3) non-partisan international think tank and grant making
organization from 2005 - 2010, where he provided global strategic direction in the areas of finance and
accounting, fundraising, information technology, human resources and administration. While in this
role, he also staffed the board’s Finance, Audit, and Investment Committees.
Geiger was also chief financial officer for seven years at the Carnegie Endowment for International
Peace, a 501 c (3) non-partisan international policy research think tank organization from 1998 - 2005,
where he was responsible for all financial and accounting activities. He also staffed the board’s Finance,
Audit, and Investment Committees.
Prior to his non-profit experience, Geiger held chief financial officer and director of finance positions in
the Washington, D.C. and Virginia areas in the hospital/medical provider industry.
Geiger sits on the board of the Romanian American Fund and the Romanian American Enterprise Fund,
two organizations created by a 1995 act of the United States Congress under the Support for Eastern
European Democracy (SEED) Act.
Born and raised in Copenhagen, Denmark, Geiger is a certified public accountant, and holds a Bachelor’s
degree from the University of Richmond and a Master’s in Business Administration from Northeastern
University. He moved to the U.S. to attend college and put his roots down, along with his family, in
northern Virginia.
8Keynote Speaker
Tuesday Morning Plenary:
Anna Ettin
Vice President, Learning Consultant, Co-founder and Co-Chair of Inter-Generational
Employee Network (IGEN), Bank of America
Ensuring Success in an Inter-Connected, Multi-Generational World
Anna Ettin is a Diversity & Inclusion Consultant focused on strategy and operations
for Bank of America’s 11 Employee Networks, with more than 250 chapters. She
provides coaching, development, resources and tools for more than 3,500 leaders
supporting more than 105,000 memberships in 34 countries around the world.
Anna joined Bank of America in 2001 as a teller and spent several years as a call
center manager, as well as almost a decade in learning and leadership development consulting. She
co-founded a local chapter of the company’s women’s leadership group in 2008; in the following five
years, she held multiple enterprise-level roles and launched the first-ever virtual chapter. In 2012, she
co-founded the Inter-Generational Employee Network (IGEN). As enterprise co-leader, she develops
and drives the network strategy and provides consulting for lines of business on generational diversity
initiatives and impacts. The network has already grown to 23 chapters and more than 10,000 members!
She has been recognized with four Global Diversity and Inclusion Awards: in 2010 for efforts with LEAD
for Women; in 2013 and 2016, for the creation and leadership of Inter-Generational Employee Network
(IGEN); and in 2017 for her work with local leaders to drive inclusion. Anna is a frequently requested
speaker for topics such as networking, social styles and generational diversity. She maintains many ac-
tive mentoring relationships across the company.
Anna resides in Winston-Salem, NC, with her daughter and dog. She is an active volunteer for local
efforts to end homelessness, is pursuing a degree in Race & Ethnicity Studies at Salem College, and is
working on several craft projects.
9Keynote Speaker
Tuesday Closing Plenary:
Scott Lange
Jerold Panas, Linzy & Partners
The New Philanthropist
Scott R. Lange is CEO and Executive Partner of Jerold Panas, Linzy & Partners.
He has over 30 years of leadership experience as a front-line gift officer, chief
development officer, software entrepreneur, and consultant. His experience traverses
higher education, healthcare, policy, international NGO’s, and technology sectors.
Scott’s career spans all aspects of development: campaigns; major and planned
gift solicitation; annual giving; e-philanthropy; operations; board and team development; budgeting
and forecasting; project and prospect management; and coaching. He specializes in breaking down
the complex results of analytics into effective tactical plans that advance an organization’s mission.
A few of his many accomplishments are the creation of the major gift program at the Cleveland Clinic,
the solicitation of the first two endowed chairs at the University of Missouri-Columbia, campaign
preparation, and counsel for the nation’s first public-private partnership to build a charity hospital for
the Parkland Foundation (Dallas, Texas), and designing a commercially successful prospect
management system (CRM).
He has been involved in campaigns ranging from $15 Million to $1 Billion. Active in the profession,
Scott earned the Crystal Apple Award from CASE for excellence in teaching and served on multiple
boards. He earned a political science degree from Gettysburg College.
Scott has two grown children, one grandson and resides with his wife in Chagrin Falls, Ohio.
10AFP Gives Back: Community Service Project
Seafarer’s House Port Everglades
Port Everglades is among the most active cargo ports in the United States. Each year
thousands of container ships, cargo ships, petroleum tankers and other vessels make calls
to the port. As well it is home to 11 cruise lines sailing 33 cruise ships.
Attendees at Planet Philanthropy 2018 will be donating toiletries and sundry items for mariners
and seafarers who visit Port Everglades in November and December as part of the Shoebox
Christmas Project. These items will be assembled into decorated shoeboxes and given to those
who come from all over the world in the port and are so very far away from their families during
the holidays. These gifts are treasured by those who often receive few tokens of appreciation
of hospitality at sea. Thank you to our attendees for their thoughtfulness and generosity.
Please drop off your items to the table in the Las Olas Foyer area marked AFP Gives Back.
Sunday, June 17, 2018
Description Location
—
4:00 pm
5:15 pm
Opening Plenary: Sally Karioth “Find Joy in What You Do” Las Olas Ballroom
Join us for tasty bites and drinks as we celebrate the opening of the Exhibit Hall
Planet Philanthropy conference.
Visit the exhibit hall and chat face-to-face with innovative companies all in one
place with the latest tools and services to take your organizations to the next level.
Download the Scavify app if you haven’t already and let’s get started.
5:30 pm —
This isn’t the old school scavenger hunt you’ve played before.
7:00 pm
Sponsored By:
Looking for dinner or evening ideas? See your conference bag for a map of the nearby Las Olas area
and valuable coupon offers
11Monday, June 18, 2018
8:00 am — 9:15 am Morning Plenary: Tracy L. Boak, Esquire “Confused or Compliant?”
Las Olas Ballroom
Annual Career Communications Major Gifts & Planned Special Stewardship Trends in
Giving Development & Social Media Prospect Giving Events & & Donor Philanthropy
Development Marketing Relations
Atlantic Atlantic Rio Vista I Atlantic Atlantic Rio Vista II Atlantic Atlantic
Ballroom I Ballroom II Ballroom III Ballroom IV Ballroom V Ballroom VI
Making Your Solutions The Power of Major Gift Making Looking How to The Blended
Organization’s Salon Rebranding: Solicitations: Planned Good on a ‘Think Up’ Appeal: A
Strategic Plan Darian How one What to Do Giving FUN! Budget - and New Normal
The Key To Rodriguez nonprofit got and What Nancy Give Your Succeed in in Majr Gift
9:30 am —
Fundraising Heyman their spark back to Avoid Beard, Small Fund Raising Fundraising
10:45 am
Success Jessica Jim Bush, CFRE CFRE Nonprofit Jerry Smith; Robert
Burnham Rodriguez; Sara Marketing John Townes IV
“Turk” Lewis; Shake Flair Crawford
Brynne Tracy
Anne Besio Vanderneck,
MSM, CFRE
Lean and Solutions Amplify Your Secrets to Planned Revitalizing Will You be Philanthropy
Efficient: The Salon Voice Through Securing Giving your Special Mine? in 2018:
11:05 am —
NSU Annual Darian Social Media Major Gifts Essentials Events Building What’s
12:20 pm
Fund Team Rodriguez John Saunders; Peggy Lisa Huertas, Dianne Donor Loyalty Working and
Jason Lyons Heyman Rachel Calhoun, MBA, CFRE Kleber; for Life What’s Not
Ramjattan, CFRE ACFRE Courtney Meredith Tim Winkler,
Cheleotis Feder, CFRE CFRE
12:40 pm — 2:00 pm Afternoon Plenary: Darian Rodriguez Heyman “Trends in Philanthropy & Social Innovation ?”
Las Olas Ballroom
Nuts and Tick-Tock: Creating and TEAM Planned The Essentials Building Growing
Bolts of Maximizing Capitalizing Heather Giving by of Corporate Donor Your Board’s
Membership Your on Your Brand Corey, CFRE Phone? How Sponsorship Loyalty: Culture of
Eric Combast Productivity in Through Analytics telephone - A New Moving Philanthropy
an Increasingly Andrea Fuentes outreach Approach Good Liz Wooten-
Busy can have a Fundraising Reschke,
Colleen
Fundraising long-term to Great
2:15 pm —
Lockwood, MPA
World impact Fundraising
MBA
330 pm
Ken Okel on your Victoria
planned Finley, CFRE
giving
program!
Anthony
Alonso
MBA, CFRE
The Love/Hate The New Digital Moves Keys to Women and Gender How to Build Ten Top
relationship Millennium in Management: Success of Planned Marketing a Dynamic Nonprofit
of Direct Mail Performance Using new tools the Best Giving: How and Donor Trends
Marc Miller Management and techniques Eddie to Engage Fundraising: Relations Victor Biggs
Jim Mueller to attract donor Thompson, the Heart, Boost Team…
4:00 pm —
prospects Ed.D., FCEP Mind and Revenue The Board!
5:15 pm
Sam Stern Purse Through Scott Scala,
Margaret Better M.Ed
May Gender
Damen, Intelligence
CFP, CLU, Allan Pressel
ChFC, CAP
6:30 pm — 8:30 pm Night at the Museum Social at the Museum of Discovery and Science - Featured Speaker Mike Geiger
“What’s New at IHQ” (Transportation Provided) Meet the bus at 6:00 pm. See page 13 for more details.
12Tuesday, June 19, 2018
8:00 am — 9:15 am Morning Plenary: Anna Ettin “Ensuring Success in an Inter-Connected, Multi-Generational World”
Las Olas Ballroom
Annual Career Communications Major Gifts & Planned Special Stewardship Trends in
Giving Development & Social Media Prospect Giving Events & & Donor Philanthropy
Development Marketing Relations
Atlantic Atlantic Rio Vista I Atlantic Atlantic Rio Vista II Atlantic Atlantic
Ballroom I Ballroom II Ballroom III Ballroom IV Ballroom V Ballroom VI
CEO & Creating a Communication Need to fund Lessons Event 180°: The Trump Women in
Development: Culture of with Millennial your strategic Learned - A different and Clinton Philanthropy
Raising More Accountability Donors plan? Real Life direction Foundations: Michael
Money David Sarah Steele, Capital Stories - for better Takeaways Baker,
Together Langiulli; MBA campaigns - Planned revenues to help you,
CFRE
Alyce Lee Janice they’re not just Giving at small your
10:45 am
9:30 am —
Stansbury, Cunning for buildings Stewardship fundraising organization
CFRE anymore & Ethical events and your
Carol Wick Situations Sherry Truhlar, board avoid
Paul BAS, CAI, ethical
Seifert, CMP; quagmires
CFRE Jennifer Roberto
Sartiano; Soto-Acosta
JL Bielon,
CFRE
Enhancing Networking Successfully A Winning How to Add Strategies For Just My Cracking
Annual Tips for Transforming a Major Gifts Planned Successful Style the Code on
Giving Introverts Nonprofit Brand Program: Giving and Special Lana Corporate
12:15 pm
11:00 am —
Through Laura Leilani Pearl, Putting All Blended Events Swartzwelder, Support
Personal Weinman the Pieces Gifts to your A.J. M.Ed, M.S. John
Cathy
Solicitation: Together Fundraising, Steinberg Copeland;
Whitlock
Preparation, Jim Mueller Easily and Elaine Cox
Implementation Effortlessly
& Stewardship Wayne
Duncan Olson
Tanner, Jr.
12:30 — 2:00 pm Afternoon Plenary: Scott Lange “The New Philanthropist”
Las Olas Ballroom
Monday Evening Social
Night at the Museum
Transportation is provided over to the Museum of Discovery and Science where we will
enjoy an evening of networking and fun amongst the unique backdrop of the science
museum and exhibits along with live music, cocktails and light bites. Hear an update
on AFP IHQ happenings from Mike Geiger, President and CEO of the Association.
Meet the bus at 6:00 pm on Grenada St. (between the two hotel towers, exit through
convention center first floor). If you are driving over, public parking is available in the
Arts and Entertainment parking garage that is operated by the City of Fort Lauderdale.
You may enter the garage from S.W. 5th Avenue.
13What’s New?
Newbie Kickoff/Walking Tour
Planet Philanthropy Newbie? No Problem! Besides never having attended Planet
Philanthropy, maybe it’s your first time attending a large conference. There are so
many opportunities but don’t let the choices overwhelm you. Come to this
conference preview and tour of the conference area so you know where to go
once the conference officially starts. Meet at Oceanside II on Sunday at 3:00 pm.
AFP Florida Presents “New Tools for You” Presented by Q-Tech
You’ve seen the new AFP Florida/Planet Philanthropy website. Now hear all about
the new tools that will be rolled out in the upcoming year designed to help your
chapter benefit from best practices and shared communications with other Florida
Caucus chapters including a career center, event portal, file collaboration and
message board. This training is recommended for all chapter board members to
attend. Meet at Atlantic I on Sunday at 3:00 pm.
Scavify
This isn’t the old school scavenger hunt you’ve played before!
Downolad the Scavify app to your mobile device (Scavify can
be played on iPhone, iPad and Android devices) and compete
against others in real-time for prizes. Complete different challenges within the
conference such as taking a selfie, answering a question from a keynote presentation,
or taking a picture of something at an exhibit booth. See results live as well as a
photo stream capturing all the fun during the conference. So, have those devices
charged and ready to compete for some prizes. Meet in the Las Olas Foyer area on
Sunday at 5:30 pm for the scavenger hunt launch. Winners will be announced at the
closing plenary session on Tuesday.
Sunrise Yoga
Join us bright and early, while your mind is still, and before the rest of the conference
attendees spring into action, to greet the day on the beach with Sunrise Yoga.
Suitable for all levels of practice. Wear comfortable clothing (its June in south Florida)
and please bring a towel (or a yoga mat, if you have one) and water. Meet at the
hotel lobby and walk to the beach on Monday 6:00 am.
Sunrise Zumba
Forget the gym and join the party! Get an early morning Zumba workout in. Wear
comfortable clothing and please bring a towel and water. Meet at Oceanside II
on Tuesday 6:00 am.
Job Board
This job board is resource for conference attendees to post openings and find career
opportunities. It will be located on an easel in the Las Olas Foyer.
10
14Hotel Map
Convention Center - Mezzanine
Las Olas Foyer
South Tower - Mezzanine Atlantic Ballroom
15Planet Philanthropy 2018 Hunt
Sponsored by:
Search for “Planet Philanthropy 2018” hunt
10
16Social Media
There’s a whole virtual conference experience waiting for you on Planet Philanthropy’s
vast network of social media sites. Be sure to visit and bookmark the following to
enhance your conference value before, during and after the main event!
Twitter
Live tweet your pictures, observations and insights
from the conference with the hashtag #AFP18PP
and follow @AFPFL
Instagram
Follow us @AFPFL
Facebook
Check out Planet Philanthropy on Facebook:
https://www.facebook.com/planetphilanthropy
Mobile charging stations are located in the Las Olas Foyer
fi i Access
W Username:
Westin Meeting Room
Password:
planet2018
17®
Exhibitors
Thank you so much to all of our 2018 Planet Philanthropy
Association of
Exhibitors. Please find all of the contact information for
Fundraising Professionals
Florida Caucus
our exhibitors below. Visit their websites or contact them
afpflorida.org directly to learn more about their programs and services.
harnessapp.com
miraj@harnessapp.com www.q-tech.org
352-812-7399
ariacallsandcards.com
pwallace@ariacallsandcards.com
608-423-1338
www.callpms.com
www.mbidirectmail.com marty@callpms.com
www.arreva.com srobertson@mbidirectmail.com 888-999-0484
lorenna.felizsantos@arreva.com 407-617-9485
954-839-9715
www.mddesigns.com
www.qgiv.com
pdyer@mddesigns.com
bryan.poss@qgiv.com
carter.global 813-649-9846
888-855-9595
lritchie@carter.global
941-388-3414
nonprofitfundraisingconsulting.com
michaelaltshuler.com gsnider@sinclairtownes.com
michael@michaelaltshuler.com 770-988-8111
www.CrescendoInteractive.com 561-818-6387
kyle@cresmail.com
800-858-9154
www.sterlingsearchjax.com
betsy@sterlingsearchjax.com
904-241-7778
esgfla.com nationalleadershipinstitute.org
wayne@esgfla.com rbarlow@nlionline.org
954-722-2223 239-248-0355
www.thinkshapesmail.com
jobrien@thinkshapesmail.com
giftclarity.com www.onecause.com 813-885-2225
barrett@giftclarity.com hello@onecause.com
615-445-0772 888-729-0399
www.greatergiving.com www.ProspectResearchInstitute.org www.WinklerGroup.com
hnightingale@greatergiving.com jen@prospectresearchinstitute.org ltaylor@winklergroup.com
503-597-0583 727-202-3405 843-849-6256
18Planet Philanthropy Volunteer Committee
Lisa Blackwelder ................................................................ Central Florida Chapter
Regine Carisma, CFRE .................................... Fort Lauderdale/Broward Chapter
Jason Champion.......................................................................... Suncoast Chapter
Eric Combast ................................................... Fort Lauderdale/Broward Chapter
Heather Corey,CFRE ................................................................. First Coast Chapter
Ed Corley .......................................................... Fort Lauderdale/Broward Chapter
Christina Criser ......................................................... Greater Polk County Chapter
Andria Cunningham, CFRE ............................ Fort Lauderdale/Broward Chapter
Jim DeChant .................................................... Fort Lauderdale/Broward Chapter
Meredith Feder, CFRE ..................................... Fort Lauderdale/Broward Chapter
Tori Fish Bennett ......................................................................West Florida Chapter
Elisabeth Glynn .................................................................. Treasure Coast Chapter
Debbie Levine, CFRE ...................................... Fort Lauderdale/Broward Chapter
Lisa Maldonado ........................................................................ First Coast Chapter
Jeff Muddell, CFRE ............................................................ Central Florida Chapter
James Mueller ................................................. Fort Lauderdale/Broward Chapter
Rachel Ramjattan, CFRE ................................ Fort Lauderdale/Broward Chapter
Cyndy Ryan ..................................................... Fort Lauderdale/Broward Chapter
Dan Samuels ...................................................................... Central Florida Chapter
Julie Selvaggi ................................................... Fort Lauderdale/Broward Chapter
Dana Shepard, MPA ................................................................... Suncoast Chapter
Jennifer Stewart, CFRE .................................... Fort Lauderdale/Broward Chapter
Ashley Szczukowski..................................................................... First Coast Chapter
Bryn Warner, CFRE ........................................................................... Miami Chapter
Claudia Welsh ................................................................................. Miami Chapter
19Information
About the Greater Florida Caucus
The AFP Florida Caucus is a coalition of the 17 AFP Florida Chapters AND the
Puerto Rico Chapter. The purpose of the AFP Florida Caucus is to provide
education, collaboration and networking opportunities for AFP members in
the Florida Caucus chapters.
AFP International
Greater Florida
Since 1960, the Association of Fundraising Professionals (AFP)
Caucus Chapters
has inspired global change and supported efforts that
generated over $1 trillion. AFP’s nearly 30,000 individual Big Bend Chapter
and organizational members raise over $100 billion annually, Central Florida Chapter
equivalent to one-third of all charitable giving in North
Collier-Lee Chapter
America and millions more around the world.
First Coast Chapter
For more information or to join the world’s largest association
Fort Lauderdale/
of fundraising professionals, visit www.afpnet.org. Broward Chapter
Greater Polk County
2017-2018 Florida Caucus Board of Directors Chapter
Indian River Chapter
Meredith Feder, CFRE Lisa Maldonado
President Treasurer Miami Chapter
Fort Lauderdale/Broward Chapter First Coast Chapter Nature Coast Chapter
Palm Beach County
Eric Combast Christina E. Criser Chapter
Vice President Secretary
Puerto Rico Chapter
Fort Lauderdale/Broward Chapter Greater Polk County
Chapter Southwest Florida
Chapter
Sue Hutcheon
Vice President Heather R. Corey, CFRE Space Coast Chapter
Palm Beach County Chapter Immediate Past President
Suncoast Chapter
First Coast Chapter
Treasure Coast Chapter
Bryn Warner, CFRE
Vice President Lisa Blackwelder Volusia/Flagler Chapter
Miami Chapter AFP International Liaison
West Florida Chapter
Central Florida Chapter
20save the date
PRESENTED BY THE AFP FLORIDA CAUCUS
JUNE 16-18, 2019!
WORLD GOLF VILLAGE
SAINT AUGUSTINE, FL
facebook.com/planetphilanthropy
@AFPFL #AFP18PP @AFPFL
www.afpflorida.orgignite your
passion
Like us on Facebook: Follow us on Follow us on Twitter: @AFPFL
Planet Philanthropy Instagram: @AFPFL Live Tweet Your Sessions: #AFP18PP
impact
the world ®
www.afpflorida.org Association of
Fundraising Professionals
Florida CaucusYou can also read
