Speakers and Educational Sessions

Information about educational tracks, sessions and speakers is available in the links in the left column along with the day's schedule. Speakers' handouts are posted below; click on the session title to download the file. Additional sessions will be posted as they are received from presenters.

Speaker Handouts

These presentations are copyrighted by the respective author(s). These materials are not to be distributed, copied, or duplicated without the author's express consent.

9:50 – 10:40 a.m. — First Session

Your Supporters Have Gone Mobile . . . You Should Too! (entry level experience)
Presenter: Dale Knoop, Founder and CEO, RAZ Mobile

Assessing your Development Program (all experience levels)
Presenters: Anne S. Robillard, CFRE, Consulting Associate, M. Gale & Associates, LLC; Anna Hammonds, CFRE, Manager of Associate Support and Business Development, M. Gale & Associates, LLC

The Role of Direct Mail in Philanthropy Marketing (all experience levels)
Presenter: Wayne Gurley, President & Creative Director, Allegiant Direct, Inc.

Trends in Philanthropy (all experience levels)
Presenter: Brent Christopher, President & CEO, Communities Foundation of Texas

11:15 – 12:05 a.m. — Second Session

Call to Order: Meeting Etiquette for Boards and Staff (mid level & advanced level experience)
Presenter: Karen K. Martin, MBA, CFRE, Chief Builder & Advisor, K. Martin & Associates

Estate Planning 101 (entry level experience)
Presenter: Joe Hancock, VP & General Counsel, Baptist Foundation of Texas and Concord Trust Company in Dallas

1:35 – 2:25 p.m. — Third Session

Social Media: Major Gift and Planned Giving Applications (advanced level experience)
Presenter: Carolyn M. Appleton, CFRE, President, Carolyn M. Appleton Inc.

Don't Count on Having a Board That Counts and Can Count (mid level experience)
Presenter: Larry Hostetler, CFRE, Chapter Services Director, Association of Fundraising Professionals

Growing Your Annual Fund without Increasing your Expenses (advanced level experience)
Presenter: Schuyler Lehman, Founder & CEO, Mission Advancement

3:00 – 3:50 p.m. — Fourth Session

How to Make your Website More Donor and Member Friendly (all experience levels)
Presenter: Michel Hudson, CFRE, Owner, 501(c)onsulting

Prospect Research: A Look Behind the Scenes (advanced level experience)
Presenter: Sarah Daly, Director of Development, Research and Prospect Management, Southern Methodist University