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management

Preliminary Meetings

Wednesday, June 16:
Thursday, June 17:
Thursday, June 17:


Training Institute

Thursday, June 17:

Friday, June 18:
Friday, June 18:


Saturday, June 19:
Sunday, June 20:

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NACG Board Meeting (Part I) and Board Dinner, 5pm - 9pm
NACG Board Meeting (Part II), 9am - Noon
Federation Meetings (Community Shares USA & others
that would like meeting space) Noon-5pm

Welcome Reception 6:00 pm Radisson Gateway - Meeting House Room

Training Institute 8:30 am –5:00 pm
NACG Awards Dinner & Greater Cleveland Community Shares
Annual Meeting - Combined Event! 6 pm-9 pm

Training Institute 9:00 am –5:00 pm
Wrap-up Breakfast 8 am-10 am

NACG Board Meeting Only: $80 (dinner Wed night, breakfast & lunch and breaks on Thursday)    
 
Federation Meeting Only: $30 (Thursday lunch and breaks)    
 
NACG Member Training Registration: $230 (all meals and breaks Fri, Sat & Sunday breakfast)    
 
Non-Member Training Registration: $390 (all meals and breaks Fri, Sat & Sunday breakfast)        
 
Board Member Special - Friday only:  $80 (only for board members of NACG members)   
 
Board Member Special - Friday and Saturday:  $150
 
NACG Board Member Full Package: $300 (Board Meeting & Training)   
 
NACG Member Full Package: $250 (Federation Meeting & Training)

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Session Moderator:
Marshall Strauss, Executive Director, Human and Civil Rights Organizations of America

Session Speakers
Tony De Cristofaro, Vice President Public Affairs, Global Impact  
Susan Ruiz Patton, Philanthropy Reporter, Cleveland Plain Dealer

 
10:00 BREAK
 
10:30 – Noon Sessions
 
O Executive-Life Coaching: Seminar and Pilot Coaching Program
  St. Louis Room

Session Overview
Executive-life coaching creates a unique partnership that provides encouragement, confidence, ideas, and specific strategies for improving your performance and satisfaction at work and finding more balance in your life. Coaching is based on the idea that people are naturally creative and resourceful but sometimes need some inspiration and direction to find the right solutions. A coach can help you raise standards, set boundaries, manage time more effectively, and take your personal and professional life to the next level.  

Learning Objectives
• Become acquainted with the discipline of executive-life coaching
• Identify ways in which coaching can help you
• Consider how a group coaching arrangement can be a way for you and peers to support each other
• Experience coaching through optional one-on-one session

The workshop will be followed by 30-minute introductory coaching sessions (individual or group) with Doug Malcolm, Claire Scott Miller, and Deb Furry scheduled between Noon on June 18 and mid-afternoon on June 19. Available on first-come, first-serve basis by contacting Ryan McKisson, 207-761-1110 or sign up after the workshop.  

Session Speakers
Doug Malcolm, Eyes on the Prize Life Coaching
Matt Howe, Executive Director, NACG
 
O Grantwriting 101
  Philadelphia /New York Room

Session Overview
Every foundation to which you apply receives hundreds of proposals every year and can fund only a fraction of them.  Lackluster, poorly constructed proposals don’t stand much of a chance. This session will teach you how to convey what is remarkable about your organization and to ensure that your proposals are well organized and well written. Instruction also will be provided on using the Internet to conduct foundation research.

Learning Objectives
• Build, strengthen and polish your proposal writing skills
• Understand what foundations want to know about your organization
• Develop an organized, focused approach to conducting funding research on the Web 

Session Speaker
Nancy Seeger, Outreach/Reference Specialist, The Foundation Center - Cleveland
 
B The Board's Role in Advocacy & Marketing
 Meeting House Room

Session Overview
Board members of workplace giving organizations have a variety of opportunities to serve as ambassadors to the community. But do we always recognize these opportunities and take advantage of them effectively by delivering persuasive messages about the importance of our organizations? This session will focus on identifying key audiences, shaping messages for particular audiences, and defining your organization’s role in the community.
 
Learning Objectives
• Answer the question: “What is important about my organization?”
• Figure out who YOU can talk to in your community about your organization
• Learn to adapt your message for various audiences and situations 
• Learn to defend the value of a “federation” and the role it serves in the workplace and in the community 

Session Speaker 
Laverne Wilson, Laverne Wilson Consulting
 
12:00 LUNCH - Salon Rooms
 
1:30 – 3:00 Sessions
 
O Media Relations: Do It Right the First Time 
  Philadelphia /New York Room

Session Overview
A follow up to the opening plenary session, this workshop will help you develop concrete strategies and skills for effective delivery of your message to the media. Session content will include developing a media plan, writing good press releases, and tips for successful interviews with reporters.
 
Learning Objectives
• Identify steps your organization can take to increase coverage in print and broadcast media
• Develop an integrated year-long media plan rather than sporadic, spur of the moment attempts to gain coverage.
• Gain more confidence and control when speaking with the media

Session Speaker
Tony De Cristofaro, Vice President, Pulbic Affairs, Global Impact
 
T Workplace Giving Technology Computer Lab 1:30 – 5:00 pm at Cleveland Foundation Center Computer Lab, 1422 Euclid Avenue, Suite 1600    Tel. (216) 861-19 34

Meet at 1:10pm and 3:10pm in hotel lobby for guided trips on public transportation – otherwise you're on your own!

 Session Overview
A full afternoon at the Foundation Center computer lab featuring hands-on learning of workplace giving technology tools developed by NACG members such as ABCD's e-giving system, America's Charities' Pledge First!, Community Shares of Colorado’s e-pledge system and Community Shares of Illinois' DONAR campaign management software. Computer lab workstations may also be used for foundation research.

Presentation Schedule

1:30 – 2:15 – Community Shares of Illinois - DONAR

2:15 – 3:00 – Community Shares of Colorado e-giving system

3:00 – 3:30 – Break & demo time

3:30 – 4:15 – America 's Charities – Pledge First!

4:15 – 5:00 – Action for Boston Community Development – e-giving system

Learning Objectives
• Become familiar with the unique features of these different systems
• Assess how the different systems can meet your needs
• Understand hardware and staff training requirements to support these tools
• Find out about acquisition costs and available tech support

Session Speakers
Lisa Doucett, Action for Boston Community Development
Rick Gondella, America’s Charities
Jill Schneider, Community Shares of Colorado
Kevin Sandefur, Community Shares of Illinois
 
B The Board's Role in Workplace Access
  Meeting House Room

Session Overview
Your PDA (or rolodex) is your and your organization’s friend. Learn simple ways to identify potential new campaigns prospects. Building upon the morning session's focus on how to advocate for your organization, this workshop will focus on the specific ways to involve board members in the process of opening up new campaigns.
 
Learning Objectives
• Tune in to the strengths you bring to the access process
• Learn about various models for board engagement in new campaign access
• Learn how to identify and work with your contacts
• Hone your skills at making the case to employers

Session Speakers
Laverne Wilson, Laverne Wilson Consulting, Moderator 
Hank Doll, Board Member, Greater Cleveland Community Shares
Peter Dell, Board Member, Greater Cleveland Community Shares
 
3:00 BREAK
 
3:30 – 5:00 Sessions
 
O Opening Doors and Closing Deals – Communicating with Clarity and Confidence inside the Corporation
 Philadelphia/New York Room

Session Overview
Forging successful partnerships with businesses depends upon our ability to communicate effectively and to develop rapport with top leadership. What are the messages that open doors and, once in the door, how do we present our case with the poise and professionalism needed to close the deal? 
 
Learning Objectives
• Gain an understanding of how to communicate not what matters to you, but what matters to your audience
• Learn skills for speaking confidently and handling yourself in high level meetings
 
Session Speaker
Claire Scott Miller, Career and Human Resource Consultant

T Workplace Giving Technology Computer Lab, continued (see above)
 
B The Board's Role in Fundraising for Operations
  Meeting House Room

Session Overview
Operating dollars pay the rent, keep the lights on, and underwrite the new snazzy brochure, but where do they come from and how can you get more of them? As we all struggle with a difficult fundraising climate, this session will offer insight into how board members can make the difference in successful fundraising for operations
 
Learning Objectives
• Gain clarity on the distinction between funds raised for allocations and funds raised for operations
• Learn how federations/funds across the country are securing operating funds
• Hear from other board members about how they have played a role in operational fundraising
• Identify the fundraising strategies that best fit with your interests and talents
• Think about how to translate your passion for the organization’s mission into more dollars for that mission

Session Speakers
Jeffrey Bowen, Executive Director, Greater Cleveland Habitat for Humanity

Joy McGrath, Executive Director, Montana Shares

Marsha Frey, Executive Director, Community Solutions Fund

 
5:00 – 7:00 Colonial ‘Art’Cade “Gallery Hop”
Just around the corner from the hotel, all conference attendees are invited for drinks, appetizers, and appreciation of the local art scene with a walk through more than 10 different galleries.  Sponsored by Vivid Gallery.
 
7:00 – 9:00 NACG Awards Dinner, Colonial ‘Art’Cade
 
Hosted by Greater Cleveland Community Shares in a combined format with their annual meeting and recognition event. Guest Speaker: David Abbott, Executive Director, George Gund Foundation. Join us for great food and a celebration of achievement, innovation and leadership in the national and local workplace giving field.  Price of event is included in most registrations; additional tickets $30.

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7:30 Breakfast Served - Salon Rooms
 
9:00 – 10:30 Sessions
 
O Federation Management & Structure Part I: Best Practices
  Meeting House Room

Session Overview
A 2004 survey of the NACG membership has produced a wealth of fresh data about how workplace giving organizations are staffed; the salaries and benefits they offer; their board & committee structures; dues and administrative fee policies; the sources of their operating funds; and the package of benefits and services they provide to members in addition to representation in workplace giving campaigns.  This session will use this research and first hand accounts from federation representatives to help answer your questions about critical federation/fund management issues.
 
Learning Objectives
• Acquire a wealth of data on federation/fund management practices and policies nationwide
• Compare the pro’s and cons of different approaches to federation/fund management
• Gain perspective on how your organization’s practices compare to others
• Engage in a rich peer-to-peer dialogue about how we can most effectively manage and grow our organizations

Presenter
Will Childs, Executive Director, MaineShare
 
T Online Marketing & Fundraising - The Story of the Cleveland Zoo  
  Philadelphia /New York Room

Session Overview
In June 2003, the Cleveland Zoological Society launched its new web site in hopes of boosting online membership purchases, event tickets sales, and donations to various programs that support Cleveland Metroparks Zoo. The result: web sales for 2003 totaled $317,000 - a 240% increase over 2002.  What could this possibly have to do with you? More than you might think.
 
Learning Objectives
• Learn what the technology people mean when they say “web site content management”

• Start to think outside the box about your online presence

Presenters
Tara Turner, Cleveland Zoological Society
Joe Muttillo, Sales & Marketing Director, Intersoft Group

 
BREAK
 
11:00 – 12:30 Sessions
 
O Federation Management & Structure Part II: “The Value Proposition”
  Meeting House Room

Session Overview
The legitimacy of the federation model is being questioned now more than ever. New technologies are working around it and employers and employees are asking in greater numbers if there are more efficient avenues for supporting the charities they care about.  What is our value and how do we convey this to employers, employees, the media, and even to our own member organizations?  

Learning Objectives
• Gain knowledge of the ways in which federations and funds around the country are building their presence in their communities and offering new programs that add value for members, donors, employers, and the community.
• Deepen your understanding of the meaning and benefits of “federation” and how you can take pride in this model instead of being on the defensive
• Learn to delineate the different benefits of the federation to your key audiences: employers, employees, member organizations, the media, the community
• Begin to craft a case statement for your own organization

Session Moderator

Deb Furry, Nonprofit Trainer & Consultant; Board Chair, Earth Share of Oregon; Board Member Earth Share national

Presenters
Niedra North, Executive Director, Community Shares of Greater Milwaukee
Jill Schneider, Associate Executive Director, Community Shares of Colorado

 
T New Technologies for Moving Money 
  Philadelphia /New York Room

Session Overview
New technologies are not only moving the workplace pledge from paper to online, they are creating alternative and competing ways for individuals and employers to swiftly and efficiently make charitable contributions.  To stay on the cutting edge, here's what you need to know about Electronic Fund Transfer; Debit Cards and Debit card payroll systems, online giving systems, and other new (or on the horizon) technologies.
 
Learning Objectives
• Gain familiarity with funds transfer technologies and the steps required for your organization to take advantage of them
• Consider the ways in which employers and employee donors may resort to new technologies rather than the traditional payroll deduction.
• Start to think about the fundraising strategies that may be best suited to take advantage of these new technologies

Presenter
Greg Beasley, President, NPS Global Payment Processing
 
12:30 LUNCH - Salon Rooms
 
2:00 – 3:30 Sessions
 
O Models for Collaboration
 Philadelphia /New York Room

Session Overview
Local, regional, and national collaboration among workplace giving organizations is on the rise. This session will take a close look at the most formal partnerships involving NACG members: The Coalition for Charitable Choice, Seattle; Partnership for Colorado, Denver; Combined Charities Campaign, Chicago; For New Jersey; Maine Charities at Work; the Philadelphia Access Coalition; Ohio Shares; and Charities@Work. Panelists from several of these partnerships will discuss:

The genesis of the collaboration - what inspired the formation?
Structure and division of labor - how is the partnership governed and who does the work?
Strategy - what are the specific ways in which this partnership pursues workplace access and provides campaign support to employers?
Marketing and Branding - what is the messaging? what do the materials look like? Is the partnership the "brand" or not?
Extent of Collaboration - how much is shared and what have been the obstacles to collaborative activity?
Measures of Success - what have been the results so far and what are the long-term expectations?

Learning Objectives
• Acquire information on the specific structures and organizing approaches to formal collaborations
• Consider the costs and benefits of different collaboration models
• Identify which collaboration model(s) may be most appropriate for your community or region

Session Moderator
Jack Ricchiuto, Smart Meeting Design

Presenters
LeAnne Moss, Women’s Funding Alliance, Seattle (Coalition for Charitable Choice)
Jill Schneider, Community Shares of Colorado (Partnership for Colorado)
Myra Terry, Women's Fund of New Jersey (For New Jersey)
Carole Boughter, Center for Responsible Funding (Philadelphia Access Coalition)
Steve Frye, Greater Cleveland Community Shares (Ohio Shares)
Tracy Maki, Global Impact (Charities@Work)

 
T Andar for Federations and Employers: New Strategies in Online Campaign Management
Meeting House Room

Session Overview

This session will show how over 150 United Ways throughout America use the Andar Fundraising Software to process over $1.5 billion annually. The presentation will concentrate on how e-Pledge/CRM is used to collect over $30 million from local, regional, and national corporate combined campaigns. You will discover how to partner with corporations to provide a unique online experience for each donor, as well as address employee privacy concerns. We will explore how corporations can use Web-based reporting and management tools to monitor and administer their federation-led combined campaigns.

Learning Objectives
          • How large and small federations can benefit by sharing back-office technologies.
          • How credit card & EFT processing can be easy and cost efficient.
          • Understanding and overcoming employee privacy issues related to payroll campaigns.
          • Identifying areas where federations can reduce the cost of funds distribution.
          • Understanding Andar as a comprehensive federation management system

Session Speaker
Réal R. Bédard, Vice President, Helix Ltd., Toronto

3:30 BREAK
 
4:00 – 5:30 Sessions

O Strategies & Tools for Managing Your Work
Philadelphia /New York Room

Session Overview

Technology has changed everything about the way we work and communicate. Yet untamed, new technologies, particularly e-mail, have the potential to make us overwhelmed, exhausted, and just a little crazy.  This session is designed to help you get a grip on your time management, scheduling and electronic communications.

Learning Objectives
• Acquire tips and tools for successful time management
• Discover new techniques for managing and responding to e-mail  

Session Speakers

Jo-Anne Szoke,The Master List, Shaker Heights, OH
Bill Neubert, The Master List, Shaker Heights, OH
 
 
T Excellence in Campaign Management (the PCFO role) 
 
Session Overview
  Meeting House Room

Leaders of the 2003 Salt Lake Campaign Management Institute will reunite for an in-depth session on how to ensure you have the capacity to win and fulfill campaign management contracts and how to know which contracts you should pursue. 

Learning Objectives

• Get the latest on the landscape of campaign management contracts awarded to non-United Way organizations
• Receive detailed checklists on what it takes to win and successfully carry out contracts
• Become versed in an NACG-created assessment tool that will help you decide whether a particular campaign management opportunity is worth pursuing

Session Moderator
Nan Langen Steketee, former campaign manager, City of Philadelphia

Presenters

Will Childs, Executive Director, MaineShare
Marsha Frey, Executive Director, Community Solutions Fund, MN
Edie Muehlberger, Co-Director, Earth Share of Texas

 
OPTIONAL EVENING EVENTS TO BE ANNOUNCED

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8:00 a.m.  Breakfast Served – Salon Rooms

8:30 am     Town Meeting open to all conference attendees

                        -Report from NACG board meeting

                        -Comments on working documents circulated to membership

                        -Other questions and comments for NACG Staff and Board

                        -Conference evaluation

                        -Recommendations for Las Vegas Conference, Jan 20-23, 2005

10:00 am     Conference Adjourns