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Workshop-Breakout-Round Tables [clear filter]
Friday, September 29


Cybersecurity: Safeguarding Your Organization and Donors
Is your organization doing everything it can to protect the confidential data of your donors? Are you vetting your vendors to ensure they have the most current and effective security measures in place? Are you conducting regular security audits to make sure your data is safe? Do you have a documented process for data breaches?
If you answered “yes” or “I don’t know” to any of these questions then chances are that your organization is at risk for a cyberattack.
Aegis Premier Solutions CEO, Lori Read, will take you through the latest in cybersecurity news, help you identify your organization’s vulnerabilities and help you develop a strategy to mitigate future risk.


Paul Snatchko

Media and Communications Director, Missionary Society of St. Paul the Apostle

avatar for Lori Read

Lori Read

CEO, Aegis Premier Solutions
Lori Read is CEO of Aegis Premier Solutions, Aegis Premier Technologies and Aegis Processing Solutions. The trio of companies provide donor management, merchant services and donation processing for non-profits. With more than 27 years of financial and banking experience, Lori is recognized... Read More →

Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 13


Social Enterprise: Are You Ready To Take The Leap?
Social Enterprise is one of the fastest growing movements in this country and across the world.  It is the combination of doing business AND doing good that makes it so exciting.  In this session, you will discover the characteristics of a successful social enterprise, learn the traditional phases of development, and understand the connection between mission and success, all while exploring examples of current social enterprises.


Rachel Earl

Director of Direct Response Fundraising, St. Labre Indian School

avatar for Marianne Woerner

Marianne Woerner

Vice President of Social Enterprises, Catholic Charities of Fort Worth
Marianne is a business professional having over 25 years in the wholesale and retail industry, and over 3 years in non-profit social enterprises.  Born and raised in Chicago, she was working as the Sr. Product Development Manager at JCPenney when she was promoted and relocated as... Read More →

Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 12


Update on USPS-What’s in Store for Balance of 2017 and Beyond
The current Postal Accountability and Enhancement Act (PAEA) was passed in 2006 and the law required that the Postal Regulatory Commission review the law and determine if it is working and if not how it should be changed.  Additionally Congress has been drafting new legislative to replace the existing PAEA.  Attending this session will help you understand how this may impact your direct mail programs. 
The USPS rolled out its new Informed Delivery program in April 2017. This opt in program allows subscribers to view the mail being delivered to them through daily emails.  Learn what the industry has learned from companies that are early adopters in adding this channel to their marketing mix.
And finally the USPS plans to increase its pricing again in 2018 and the average percentage they announce is rarely the percentage you see. Learn why this is the case and assuming the new prices are published prior to this session learn actually what you might expect in 2018.

avatar for Anne Marie Gardiner

Anne Marie Gardiner

Director of Development, Sisters of Charity of New York
Anne Marie Gardiner is the Director of Development for the Sisters of Charity of New York.  She has close to 30 years in Development, working with men and women religious Congregations.  Anne Marie sits on the Board of NCDC and the Seton Associate Advisory Board for the Sisters... Read More →

avatar for Steve Colella

Steve Colella

Vice President of Postal Affairs, Calmark Group
Stephen Colella is Vice President Postal Affairs for The Calmark Group.  The Calmark Group located in Bedford Park, IL is a large mail service provider.  The Calmark Group mails in excess of 600 million pieces for its customers.Starting his career in 1973, Mr. Colella has held a... Read More →

Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 13
Saturday, September 30


Using Donor Newsletters to Bond Donors with A Non-Profit While Covering Costs
Presenters will give  multiple examples of donor newsletters for religious non-profits along with results showing retention increases.

1. Educate attendees about how to find content for donor newsletter
2. Educate attendees about role of donor newsletter in overall fundraiisng mix
3. Educate attendees about ease of cross channell deployment


Br. Roy Smith, CSC

Director of Development, Brothers of the Holy Cross, Inc.

avatar for Sean Finnegan

Sean Finnegan

Online Marketing Manager, Lawrence Direct Marketing, Inc
Sean Finnegan is Online Marketing Manager for Lawrence Direct Marketing, Inc.  He is also Founder and CEO of Anteroom Productions. Anteroom specializes in video production and online marketing for nonprofits. Along with Anteroom Productions, Sean produced and directed “Out of... Read More →
avatar for James Lawrence

James Lawrence

EVP Client Services, Lawrence Direct Marketing
Jim Lawrence is Executive Vice-President of Client Services at Lawrence Direct Marketing, Inc. (LDMI), a full-service direct response agency founded in 1987. Located in Warrenton, Virginia, LDMI specializes in fundraising for non-profits and offers its select group of non-profit... Read More →

Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 12


Session Cancelled -A Field Guide to Millennials: Understanding the Impact of the Largest and Most Dominant Generation
The years 1982 - 2002 gave birth to a highly-evolved, and increasingly social, new sub-species of human: The Millennial. Known as the "Trophy Kids" and the "Me Me Me" generation, Millennials find safety in numbers (over 90 million today!!) and are set to make up half of the US workforce by 2020. But despite the fact that they can be found everywhere, you may still find relating to them difficult. On the eve of the great Intergenerational Transfer of Wealth, the need to understand and build ties with this rapidly developing and diverse generation is imperative to fundraising success. In this session, we will study the mysterious Millennial in their natural habitat. We'll take a look at their markings and appearances as well as explore where they can be found in the wild. We will also discuss how they communicate, socialize and how you can attract them to your cause, even though they are less likely to be active in Parish life. We'll adventure deep into the Millennial Mind to uncover the answers to the questions that are plaguing development professionals everywhere: • What do they value? • How can we connect and engage with them? • And when we do engage, how can we keep them engaged? • How can we incite them to give while cultivating their loyalty so they bond for life? • And--finally--What's the deal with all the craft beer? You'll leave this session with a 4-part plan (100% Millennial-Approved) for Engagement, Communication, Cultivation, and Solicitation of this frightening, yet awe-inspiring, cohort group known as The Millennial.

1. Learn to understand the millennial generation and how it compares to earlier generations.
2. Learn how to attract members of this generation, engage with them, and keep them involved.
3. Learn how to cultivate a life-long relationship so that today's volunteer can become tomorrow's major and planned giver.

Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 12