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AHP Pacific and AHP Rockies & Southwest
Conference
Amplify your impact! Far-reaching tools and knowledge. Learn from the field’s most respected experts, gain knowledge on today’s issues, and build relationships among a welcoming community of health care philanthropy and public relations professionals. Register today!
www.ahp.org/newportbeach2013
June 19–21, 2013 Newport Beach, CA Newport Beach Marriott Hotel & Spa
Major Gifts • Annual Giving Physician Giving • Lifetime Giving Capital Campaigns
Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Join us at the 2013 AHP Pacific and AHP Rockies & Southwest Conference as we delve into today’s most important and timely topics in health care philanthropy and public relations. For three exciting days, we invite you to join us in Newport Beach where the field’s most respected speakers and experts will focus on today’s most pressing topics. Strengthen your knowledge, relationships and career—while being part of the welcoming, change-creating community of health care philanthropy and public relations professionals. At this intimate gathering, you’ll get the benefit of collaboration and relationship building with likeminded health care fundraisers and public relations professionals from around the west and southwest—plus the ease of lessened travel costs.
We’ve got it all:
••Learn from the best, with education sessions featuring the field’s top speakers, experts and practitioners.
••Discover strategies for raising funds now and into the future.
••Find out how to amplify the impact you have on the health and wellbeing of your community.
••Connect with colleagues in development, and fundraising ••Hear best practices and study the latest strategies in 60-minute “lecture and learn” breakout sessions and 90-minute interactive workshops.
Developed by and for health care fundraisers, the AHP Pacific and AHP Rockies & Southwest Regional Conference is an education opportunity created with you in mind. No matter your specialty, you’ll walk away with up-to-date information on topics chosen specifically to advance your organization, your profession and your career. It’s all happening in Newport Beach—won’t you join us? Let’s amplify the possibilities and your impact.
Attend the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference and you’ll enjoy and benefit from:
••An intimate setting. ••Networking galore. ••Lower, more reasonable travel costs. ••Inspiring and actionable ideas and strategies. ••Eligibility for more than 15 CFRE certification points.
Sign up today! www.ahp.org/newportbeach2013
Are you ready to: Amplify your impact on your community’s health?
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••Walk away with tactics, tools and new approaches?
••Share ideas, successes and
challenges with your peers?
••Tighten your focus and sharpen your skills?
June 19–21, 2013 • Newport Beach, CA
Opening Keynote Session: Richard Afable, MD, MPH Thursday, June 20 9:00 am–10:15 am Previously the chief executive of Hoag Memorial Hospital Presbyterian in Newport Beach, Dr. Afable is currently the chief executive of Covenant Health Network, a seven hospital integrated health care delivery system in Orange County, Calif. focused on population health management in one of the largest communities in the United States. Considered a national expert in health care reform, Dr. Afable was recently named one of the 50 most influential physician executives by Modern Healthcare magazine. Dr. Afable will discuss the changes in our health care system and the subsequent evolution of health care philanthropy and fundraising.
Roundtable Luncheon Thursday, June 20 12:15 pm–1:30 pm Looking for ideas and solutions? Join your peers for lunch in an engaging exchange around a significant health care fundraising topic. Sign up at the registration desk to participate in a discussion group that best suits your interests and needs. Information on topics and facilitators will be available onsite at the conference.
An Outstanding Education Opportunity What do attendees of AHP conferences value the most?
••The education. opportunity to learn ••The from experts and successful
development professionals. The chance to discover how to raise funds and chart a course for hospital foundations and other health care organizations in today’s challenging economy.
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“This is a great conference and well worth the money.”
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“The conference quality was exceptional. I can’t comment highly enough on the quality!”
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“This was a fabulous conference, with truly outstanding educational opportunities. I really appreciate it.” 2013
Earn more than 15 CFRE points by attending this conference!
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Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Schedule at a Glance Time
Session
Wednesday, June 19 8:00 am–4:00 pm
Pre-Conference Sessions:
1:00 pm–5:00 pm
Registration
5:00 pm–5:30 pm
Newcomer’s Networking Reception
5:30 pm–7:00 pm
Opening Reception with Exhibitors
• AHP Primer • AHP Advanced Course
Thursday, June 20 8:00 am–5:00 pm
Registration
8:00 am–9:00 am
The New Era in Health Care Philanthropy: Regional Business Breakfasts
9:00 am–10:15 am
Keynote Session: Richard Afable, M.D., MPH
10:15 am–10:45 am
Break with Exhibitors
10:45 am–12:15 pm
Interactive Workshop Sessions
12:15 pm–1:30 pm
Roundtable Luncheon
1:30 pm–2:00 pm
Dessert with Exhibitors
2:00 pm–3:00 pm
Concurrent Education Sessions
3:00 pm–3:30 pm
Break with Exhibitors
3:30 pm–4:30 pm
Concurrent Education Sessions
4:30 pm–5:30 pm
Recognition, Power & Influence with Bill Littlejohn and Bill McGinly
6:00 pm
Networking Reception at Pacific Life Building (see page 12 for more details)
Friday, June 21
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8:30 am–11:45 am
Registration
8:30 am–9:30 am
Ignite Sessions Breakfast
8:30 am–12:00 pm
Executive Forum
9:30 am–10:30 am
Concurrent Education Sessions
10:30 am–10:45 am
Break
10:45 am–11:45 am
Concurrent Education Sessions
11:45 am
Conference Concludes
June 19–21, 2013 • Newport Beach, CA
Conference Sponsors
Conference Committee
The following organizations and companies have provided generous contributions in support of the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference. (As of 2/9/2013)
AHP extends appreciation to the dedicated members who volunteered their time and expertise to assist in the coordination of this event. Pacific Conference Chair
Cedars-Sinai Medical Center
Flynn A. Andrizzi, Ph.D. President Hoag Hospital Foundation Newport Beach, CA
Dini Partners
Rockies & Southwest Conference Chair
CCS
Integris Foundation
Thomas J. Sloan, CFRE, FACHE Director of Philanthropy Scott & White Healthcare Foundation Round Rock, TX
Parkland Foundation
Pacific Regional Director
Henderson Mallory Partners Hoag Hospital Foundation
Pomona Valley Hospital Medical Center Foundation Scott & White Healthcare Scripps Health Foundation Sharp HealthCare Foundation Thompson & Associates UMC Foundation Sponsorship opportunities are still available. Your organization can gain increased visibility by sponsoring a conference track or event. Please contact meetings@ahp.org if you are interested in becoming a sponsor.
Conference Exhibitors Support the vendors and consultants that support you! Raise your development program to new levels of success by visiting the Exhibit Hall for information on the latest products and services. Stop in during the opening reception and conference breaks to discuss opportunities to collaborate with our exhibitors. Interested in exhibiting? Contact meetings@ahp.org for information.
James McL. Dale Vice President of Development Pomona Valley Hospital Medical Center Foundation Pomona, CA Rockies & Southwest Regional Director
Sandy L. Ogletree, CFRE Executive Director University Medical Center Health System Foundation Lubbock, TX Education Committee Members:
Jeanette E. Conaway Director, Major Gifts Integris Health Foundation Oklahoma City, OK Susan C. Dolbert, Ph.D. Vice President Fred Hutchinson Cancer Research Center Mercer Island, WA John N. Ferree, Jr. President Scottsdale Healthcare Foundation Scottsdale, AZ
Jon K. Gossett, ACFRE Executive Director St. Luke’s Foundation Houston, TX Arthur J. Ochoa, Esq. Senior Vice President, Community Relations & Development Cedars-Sinai Medical Center Los Angeles, CA Kevin Pickett Senior Director of Development The University of Texas MD Anderson Cancer Center Development Officer Houston, TX Giuseppe Rizza, CFRE Executive Director & Vice President Presbyterian Healthcare Foundation Albuquerque, NM Christopher Smith, CFRE Assistant Vice President, Health Sciences Development University of Utah Health Sciences Development Salt Lake City, UT Sponsorship Chairs:
Cindy Scott, CFRE Senior Development Officer Parkland Foundation Dallas, TX Pamela Whitcomb Senior Director of Development Scripps Health Foundation La Jolla, CA 5
Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Pre-Conference Workshops Wednesday, June 19, 8:00 am–4:00 pm
Wednesday, June 19: 8:00 am–4:00 pm
AHP Development Primer: A Workshop on the Fundamentals of Health Care Development
AHP Advanced Course in Health Care Fundraising Registration Fee
Registration Fee Early Registration
Early Registration
Regular Registration
Regular Registration
AHP members
$375
$425
Non-member
$475
$525
AHP members
$295
$345
Non-member
$395
$445
This fast-paced one-day fundamental workshop focuses on the basic elements of health care philanthropy and the role of development in a health care organization. The workshop reviews major areas of health care development including: major, planned, and annual giving; capital campaigns; policies; finance; marketing; and many others. AHP Development Primer is highly recommended for those who are new or have less than three years in health care, support staff and board members who need to understand the elements of health care development. The course fee includes the all-day workshop, AHP Primer CD with “how to” examples (a valuable reference tool for every development officer) and continental breakfast and lunch.
The AHP Advanced Course is an intensive one-day program providing a quick and comprehensive overview of fundraising principles for health care development professionals with five or more years of field experience. The course content is organized around the CFRE exam and can assist development professionals in preparing for the CFRE or FAHP examinations. Participants review the core competencies outlined in the CFRE knowledge areas. The course fee includes the all-day workshop, workbook and continental breakfast and lunch. Mary Love (Bitsy) Henderson, FAHP Principal Henderson Mallory Partners Austin, TX Janet DeWolfe, FAHP, CFRE Director of Major Gifts & Philanthropic Campaigns Mission Hospital Foundation Mission Viejo, CA
Susan Smith, MA, FAHP Vice President, Philanthropy St. Jude Memorial Foundation Fullerton, CA
Sidney C. Mallory, FAHP Principal Henderson Mallory Partners Austin, TX
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5:00 pm–5:30 pm
Newcomer’s Networking Reception
5:30 pm–7:00 pm
Opening Reception with Exhibitors
June 19–21, 2013 • Newport Beach, CA
Conference Schedule Thursday, June 20 7:30 am–5:00 pm
Registration
8:00 am–9:00 am
Regional Business Breakfasts
9:00 am–10:15 am
Opening Keynote Session with Richard Afable, MD, MPH
10:15 am–10:45 am
Break with Exhibitors
10:45 am–12:15 pm
Interactive Workshop Sessions 10:45 am–12:15 pm
Comprehensive Capital Campaigns This session will discuss the $1.1 billion MD Anderson Cancer Center campaign. Topics to be covered are: early stage campaign planning, working with senior leaders and faculty to define funding opportunities, creating a volunteer board structure, leadership and major gifts, planned giving and direct mail, closing the campaign, and the year after (how to maintain momentum going forward). Presenters Patrick B. Mulvey, CFRE Vice President for Development The University of Texas MD Anderson Cancer Center Houston, TX Maria Gelurmini Associate Vice President, Development Services The University of Texas MD Anderson Cancer Center Houston, TX
Navigating the World of Health Care Philanthropy in a Changing Health Care Landscape Interact with a panel of foundation and development office leaders from academic medical centers, as well as community hospitals and large health systems, as expertise is shared on how to be successful as both a fundraiser and an organizational leader in a changing health care industry.
How to Inspire and Steward Transformational Gifts This panel discussion will focus on how a “transformational gift—a gift of a lifetime—is inspired, achieved and stewarded. Hear from three outstanding, long-time chief development officers on their personal experiences soliciting and achieving gifts of $50 million. Learn the panel’s thoughts on how to remain donorfocused before, during and after the gift is given.
Moderator Flynn A. Andrizzi, Ph.D. President Hoag Hospital Foundation Newport Beach, CA
Presenters David Krause, FAHP, CFRE President & CEO Parkland Foundation Dallas, TX
Presenters Arthur J. Ochoa, Esq. Senior Vice President, Community Relations & Development Cedars-Sinai Med Center Los Angeles, CA
Claudia Looney, FAHP, CFRE Claudia & James Looney Fundraising Consulting, LLC Cowan Heights, CA
John N. Ferree, Jr. President Scottsdale Healthcare Foundation Scottsdale, AZ
Michael Fricke President Children’s Medical Center Foundation Dallas, TX
Sandy L. Ogletree, CFRE Executive Director University Medical Center Health System Foundation Lubbock, TX William S. Littlejohn CEO and Senior Vice President Sharp HealthCare Foundation San Diego, CA
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Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Conference Schedule Thursday, June 20 continued 12:15 pm–1:30 pm
Roundtable Luncheon
1:30 pm–2:00 pm
Dessert with Exhibitors
2:00 pm–3:00 pm
Concurrent Education Sessions 2:00 pm–3:00 pm
“I Now Pronounce You...” From “Hello” to a Connection Pre and Post Nuptial Considerations When Your Hospital Joins a Health System The pace of hospital mergers is on the rise again and much like a marriage, a merger can bring big changes in identity, planning, daily operations and public perception. Development staff working in hospitals or associated foundations that are part of a health system frequently must function in a more complex environment than freestanding hospitals. This session will explore what development staff needs to know and how to prepare for working in a health system development program. Presenter James DeLauro, Ph.D. Principal DeLauro & Associates Consulting San Diego, CA
Four Secrets to Engage Physicians in Grateful Patient Giving Advance the most critical component of your health care philanthropy program by learning the secrets to high-impact, trust-building conversations with physicians who will open doors to influential, affluent patients. This fun, step-by-step, copyrighted workshop demonstrates how to effortlessly build rapport, develop trust and actively steward key doctors to help raise major gifts. Presenters Marshall Howard President Marshall Howard & Associates Bell Canyon, CA Robert D. Olson Marshall Howard & Associates Alexandria, VA
This is Not Your Grandmother’s Employee Giving Campaign A Case Study in Innovation and Engagement It’s time to ditch the tired employee giving campaign formula and deliver a robust, employee-focused campaign that ignites passion, inspires giving and creatively builds a renewed culture of philanthropy at your health care institution. This workshop will present how Integris Health Foundations researched, planned and executed an inaugural system-wide employee campaign in less than six months and welcomed more than 900 firsttime donors. Tap into innovative methods for branding, marketing, messaging, stewardship and strategic alignment of employee passions and system priorities. Presenters Becky Endicott Director of Annual Giving Integris Health Foundations Oklahoma City, OK Jonathan McCoy Assistant Director of Annual Giving Integris Health Foundations Oklahoma City, OK
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Feeding the Pipeline The major gift pipeline is an ongoing topic of discussion. How do we fill it? Who goes in it? How do we know they are the right people? When is it full? This workshop will focus on addressing these questions and discuss ways to create a productive, full major donor pipeline using lean management methodology to develop the processes and measure effectiveness. Presenter Jeanne Jachim Senior Director of Development Virginia Mason Medical Center Foundation Seattle, WA
June 19–21, 2013 • Newport Beach, CA
Conference Schedule Thursday, June 20 continued 3:30 pm–4:30 pm
Concurrent Education Sessions 3:30 pm–4:30 pm
Concierge Services Programs Facilitated Access for Donors Development of a formal facilitated access program with dedicated staff can significantly benefit fund development operations. This workshop will provide overviews from both an academic medical center and a community hospital regarding development and operation of successful concierge services programs. Successes, challenges and goals for future program growth will be shared. Presenters Moira K. Gibbons, MSN, Esq. Associate Director, Patient & Guest Relations Community Relations & Development Cedars-Sinai Medical Center Los Angeles, CA Susana Ertac, MSN, APRN-BC Director Benefactor Program Hoag Hospital Foundation Newport Beach, CA
Physicians and Academic Fundraising Leading Trends in Fundraising Disconnects What You Can Apply to Hospital Grateful Patient Fundraising This workshop is for hospital Acquisition and health system development professionals who work with physicians and other health professionals in the fundraising process for grateful patients and families. Gain an understanding of how physicians think and the life experiences and training that drive their behavior. Learn how to leverage this knowledge to build more productive, trustbased working relationships with physicians and other health care professionals. Real world experiences at the University of California, San Diego and John Muir Health will be used to show how to create philanthropic buyin among physicians and other health professionals. Presenter Ben Golding Senior Associate Advancement Resources, LLC Cedar Rapids, IA
A fundraiser moving from academia to health care has become a regular occurrence. This workshop will explore what can be learned from the long-standing history of higher education fundraising, and discuss how to apply its history to improve what we do. Review the structure of fundraising in higher education, similarities and differences in constituencies (both internal and external), and how to utilize the skills and knowledge acquired in higher education to maximize fundraising success in health care. Presenters Susan C. Dolbert, Ph.D. Vice President for Development Fred Hutchinson Cancer Research Center Mercer Island, WA
As a health care provider, you touch people’s lives every day. Some patients pass through your doors quickly, while others have much deeper relationships with staff members. That is why when you reach out to prospective donors, you need to do so in a highly personalized, thoughtful way. In this workshop, learn how a donorcentered, personalized approach can help achieve the highest possible return on investment from a campaign and build a sustainable donor base. Presenter Kurt Worrell Senior Vice President, Client & Consumer Sales Harris Connect LLC Chesapeake, VA
Kenya Beckmann Vice President Development & Campaigns Hoag Hospital Foundation Newport Beach, CA
4:30 pm–5:30 pm
Recognition, Power, & Influence with Bill Littlejohn & Bill McGinly, Ph.D., CAE
6:00 pm
Networking Reception at Pacific Life Building (see page 12 for more details)
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Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Conference Schedule Friday, June 21 8:00 am–11:45 am
Registration
8:30 am–9:30 am
Ignite Sessions Breakfast
8:30 am–12:00 pm
Executive Forum
9:30 am–10:30 am
Concurrent Education Sessions 9:30 am–10:30 am
The Intersection Taking it Beyond the of Philanthropy, Relationship Marketing and Business Maximizing Major Gift Success How well do you really know your Development How to Avoid a Major Crash! Philanthropy, marketing and business development often converge due to the focus on the same or overlapping external constituencies. It is rare that a single executive is responsible for all three of these functions within most health care organizations, so coordination, cooperation and collaboration become essential for organizational success. Even when one executive manages these functions, differences in experience, perceived strategy and goals can undermine plans for advancing the strategic goals for the organization in developing key relationships. This workshop will focus on scenarios and techniques for establishing productive working relationships between the functions of philanthropy, marketing and business development in health care. Successful and unsuccessful models will be shared. Presenters Thomas J. Sloan, CFRE, FACHE Director of Philanthropy Scott & White Healthcare Foundation Round Rock, TX
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James McL. Dale Vice President of Development Pomona Valley Hospital Medical Center Foundation Pomona, CA
donors? This interactive workshop for major gift officers will help you identify donor needs and communicate a value-centered message to solve those needs. Move beyond just having a great relationship to being able to connect the hospital solution to the donor need, and achieve maximum results. Focus will be on awareness and skills to shorten the gift-giving cycle. Presenters Julie Holt, CFRE Vice President Philanthropy St. Joseph Health Orange, CA Jennie Dillon, MS RD Consultant Dillon Consulting Rancho Santa Margarita, CA
The First 100 Days A Roadmap for New Leadership Transitioning into a new role as chief executive officer or executive director requires not only extensive skills and experience, but also requires the organization you are joining to demonstrate a level of “new leadership” readiness. Learn the top five things you need to determine prior to signing your employment letter, what the organization needs to have in place and what 10 things you need to accomplish within the first 100 days of leadership in your new role. Presenter Veronica Carroll, MBA, CFRE Executive Director Delta Hospital Foundation Delta, BC
Gift Planning for Everyone Else Options for Nontraditional Donors Clients and donors today are not necessarily the typical 77-year-old married couple. This workshop will discuss planning options for same sex couples, those in the sandwich generation and longterm unmarried prospects. Explore creative ways to use required minimum distributions, life insurance, deferred gift annuities, wills and trusts. Also, identify often overlooked tools that will fill in planning gaps. Presenter Kevin Pickett Senior Director of Development The University of Texas MD Anderson Cancer Center Development Officer Houston, TX
June 19–21, 2013 • Newport Beach, CA
Conference Schedule Friday, June 21 continued 10:30 am–10:45 am
Break
10:45 am–11:45 am
Concurrent Education Sessions 10:45 am–11:45 am
Understanding the New HIPAA Rules
Advancing Philanthropy Together Taxes and Giving
Discover What’s New and What’s the Same with U.S. Privacy Regulation and How to Achieve Fundraising Success In January, the Department of Health and Human Services modified the U.S. Health Insurance Portability and Accountability Act (HIPAA) regulations including rules for fundraising. Make sure you are up to date on exactly what is covered, including changes to the Notice of Privacy Practices, protected health information (PHI) and the Minimum Necessary Standard, opt-out provisions, filtering data, and vendor and business associate agreements. The workshop will also address effective and compliance dates for the modifications. Presenter William C. McGinly, Ph.D., CAE President, CEO Association for Healthcare Philanthropy Falls Church, VA
11:45 am
This workshop will present a comprehensive case study approach of how Mercy Health used its community master plan initiatives in four states to instill a culture of philanthropy, raise awareness and drive the most aggressive system-wide fundraising campaign in Mercy’s nearly 200-year history. Presenters will review key components needed to effectively build a culture of philanthropy including case for support and funding priorities, leadership, prospects and infrastructure. Hear details on how Mercy responded to the components by developing a strategically focused major gifts program. And learn the manner in which leadership should approach philanthropy and its impact and importance to a health system’s well-being.
What You Need to Know About Tax Changes in 2013 On New Year’s Day, Congress passed the American Taxpayer Relief Act (ATRA) to avoid the ‘fiscal cliff’. “ObamaCare” brings other tax changes. The charitable deduction continues to be under the microscope. This session will identify and explain the changes related to philanthropy, how they impact your donors, and the implications for giving. Presenter Alison O’Carroll Senior Consultant PG Calc Seattle, WA
Presenters Michelle Buchanan, CFRE Partner Dini Partners Houston, TX Patricia Arnold, CFRE President St. John’s Mercy Foundation Saint Louis, MO
Conclusion of Conference
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Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Executive Forum Friday, June 21, 8:30 am–12:00 pm
For senior development professionals with 10 plus years’ experience The executive forum is a half-day workshop that allows senior professionals to have in-depth discussions on topics that specifically applies to them including: CEO/ Board Relations, Managing Mergers and Creating and Maintaining a Culture of Philanthropy. Facilitators will help lead and direct the discussion.
Participants: The Executive Forum is designed for senior professionals with 10-plus years in executive leadership roles. Participants should be foundation presidents or executive directors, chief development officers or the equivalent. The forum will function like a workshop and run concurrently with the track session times on Friday Morning . The forum is free, however, you must pre-register by Friday, June 14th for the forum in order to participate. Please check the forum option on the registration form if you plan to attend.
General Sessions and Networking Newcomer’s Reception Wednesday, June 19, 5:00–5:30 pm Is this your first time attending the AHP Pacific and AHP Rockies & Southwest Regional Conference? Are you a new member? This reception rolls out the official welcome mat for you. Be sure to attend this casual gathering for an opportunity to meet colleagues, learn about AHP and receive tips for getting the most out of the conference. All are welcome!
Opening Reception with Exhibitors Wednesday, June 19, 5:30 pm–7:00 pm Jump-start your conference experience at our opening reception in the Exhibit Hall. Eat, drink and mingle with old and new friends, and learn about the latest products and services from exhibitors. 12
Networking Reception at Pacific Life Building Thursday, June 20, 6:00 pm Join colleagues for a networking reception on the veranda of the Pacific Life building, overlooking the beautiful Newport Harbor and Pacific Ocean, before heading out for an evening of fun in beautiful Newport Beach. Tickets are $20 and should be purchased in advance online or using the paper registration form.
The New Era in Health Care Philanthropy: Regional Breakfasts Thursday, June 20, 8:00 am–9:00 am Network with colleagues from your region and hear AHP leadership share information about trends in health care philanthropy over breakfast.
Recognition, Power & Influence—How we got it! Thursday, June 20, 4:30 pm–5:30 pm AHP Chair Bill Littlejohn, chief executive officer and senior vice president of Sharp HealthCare Foundation, and AHP President Bill McGinly discuss how they have achieved success and recognition from their health care organization’s CEOs, CFOs and boards. Discover the seven measures of success that every fundraiser in health care must know, including the use of performance metrics and dashboards and how to leverage your leadership, including physicians. It is important not only to survive, but also to thrive in this changing environment. Be a part of the change and make a positive impact on your career, organization and industry. William S. Littlejohn CEO and Senior Vice President Sharp HealthCare Foundation San Diego, CA
William C. McGinly, Ph.D., CAE President, CEO Association for Healthcare Philanthropy Falls Church, VA
Ignite Sessions Breakfast Friday, June 21, 8:30 am–9:30 am Looking for ideas and solutions? Join your peers for breakfast in an engaging exchange around a significant health care fundraising topic. Sign up at the registration desk to participate in a discussion group that best suits your interests and needs. Information on topics and facilitators will be available onsite at the conference.
June 19–21, 2013 • Newport Beach, CA
Welcome to Newport Beach! Newport Beach, California is home to a large variety of Orange County’s iconic sporting, arts, culture, community and culinary events throughout the year. Newport Beach’s beaches and idyllic California coastline play host to events such as the annual Newport Beach Sandcastle Competition, the Newport Beach Film Festival and a Taste of Newport. These events draw large crowds as arts, professional golf and culinary fans descend on the city. Plan ahead to enjoy all the city has to offer. Visit http://www.visitnewportbeach.com to review, restaurants, attractions, and even download the free app to your smartphone and keep track of what you want to do and see while in town.
1-866-440-3375 to make your room reservations and be sure to identify yourself as an Association for Healthcare Philanthropy (AHP) conference attendee. The hotel rate cut-off date is Friday, May 24, 2013. Reservations made after this date will be on a space-and-rate available basis. Please remember that there are limited rooms available at the discounted rate. Make your reservation early to avoid disappointment. AHP cannot guarantee that rooms will be available once the reserved block of rooms is taken. The hotel check-in time is 4:00 pm and check-out is 12:00 pm.
Conference Attire The conference attire is business casual. Consider bringing a jacket or light sweater since temperatures can fluctuate in the air-conditioned meeting rooms.
Newport Beach Weather
Hotel & Travel Information Newport Beach Marriott Hotel and Spa Discover unparalleled beauty and relaxing luxury at the Newport Beach Marriott Hotel and Spa. Retreat to this Newport Beach hotel’s elegant accommodations and enjoy sweeping Pacific views, vibrant decor and plush furnishings. After a day in meetings or sightseeing, guests can escape to the tranquility of Pure Blu, our Newport Beach hotel’s allnew spa, which soothes the soul with innovative therapies, a saltwater lap pool, private cabanas, and a state-of-the-art fitness center. Nearby, there is championship golf, colorful attractions and world-class shopping. The hotel is located at 900 Newport Center Drive, Newport Beach, California. Additional information is available online at www.marriott.com.
Hotel Reservations The Newport Beach Marriott Hotel and Spa is offering AHP conference attendees a special rate of $169 for single/double occupancy, which includes complimentary wireless internet in the sleeping room, plus applicable taxes. Call the hotel at
The average day temperature in June is 69°F and in the evenings is 57°F.
Airport Information There are multiple airports servicing the Newport Beach area. The closest is John Wayne Airport-Orange County (SNA), which is only five miles away and has a one-way cab fare around $15. Other nearby airports include Long Beach Airport (LGB), 25 miles away with an estimated $80 one-way cab fare, and Los Angeles International Airport (LAX), 44 miles away with an estimated $150 one-way cab fare. For additional travel options including hired cars, rental cars and shared vans, please visit the appropriate airport’s website.
Hotel Parking Onsite parking is available for $5 per hour and $21 per day (self-park) and $28 per day (valet service). Conference attendees staying at the hotel will receive a special discounted parking rate of $10 per day.
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Amplify your impact! Learn from the best. Build and strengthen relationships.
AHP Pacific and AHP Rockies & Southwest Conference
Registration Information Thank you for your interest in attending the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference. If you have any questions about the registration process or options, please contact AHP at 703.532.6243 or via email at ahp@ahp.org. The most upto-date conference information is online at www.ahp.org/newportbeach2013. Please see page 13 for information about hotel and travel.
Full or Single-Day Registrations Get the most out of this educational opportunity with a full conference registration. If you can only make it for one day, a singleday registration option is also available.
conference registration—includes all educational sessions, ••Full the opening reception, breakfast and luncheon on Thursday, and continental breakfast on Friday.
registration—includes the educational sessions and ••Single-day scheduled meals for the selected day only. Tickets for meals on other days may be purchased separately.
Pre-Conference Workshops
Registration Fees
Professional Registration—The lowest ••Development registration fees are available to development professionals who are actively working for a hospital, hospice, foundation or other health care development organization. These fees are not available to consultants.
Registration (non-exhibiting)—These fees are for ••Consultant consultants and vendors who will attend the conference, but
will not be exhibiting. Individuals or organizations paying this fee may not display marketing materials or job postings at the conference. The fee includes registration for one person, one set of meals, name listing in the conference attendee list and one onsite registration list.
Registration—Exhibiting organizations do not need ••Exhibitor to submit the attached registration form. To exhibit at this
conference, please download an exhibitor registration form at www.ahp.org/exhibitadvertise or call 703.532.6243. Also inquire about conference sponsorship and advertising opportunities.
Cancellations
You may also choose to attend one of two all-day pre-conference workshops, “AHP Development Primer” or “AHP Advanced Course in Fundraising” The pre-conference workshops require a separate registration fee, which is not included in the full conference registration fee.
All cancellation requests must be submitted in writing to meetings@ahp.org by June 7, 2013. AHP will refund your payment less an administrative fee ($50 for full registrants; $25 for single day registrants and pre-conference workshops). No refunds will be made after June 7, 2013.
Early Registration Discount
Confirmation Information
Save $60 when you register for this conference by the early registration deadline! Your registration and payment must be postmarked or received online by Friday, May 10, 2013. Mailed or faxed registrations cannot be processed without payment.
You will receive a confirmation letter and other helpful information after we receive your registration payment. You will also receive an email one week prior to the conference with reminders and information. An exhibitor and room location guide will be available onsite.
Executive Discount
Handouts
To encourage hospital executives and board members to attend AHP conferences with their development staff, AHP offers an executive discount. The CEO, president or executive director of a hospital (not foundation), or a hospital trustee or volunteer, may attend this conference with an AHP member from the same organization at the AHP member rate. (Note: This offer is not available to development staff. Please fax or mail the registration form to receive the executive discount.)
Session materials submitted by conference speakers will be available for downloading from the AHP website beginning June 14, 2013.
Guest Tickets Guest meal tickets are available for the opening reception and other scheduled meal events. Tickets for guests may be purchased before the conference or onsite at the registration desk.
Miscellaneous Photographs and video are taken during the conference and may be used in AHP’s future promotional materials and/or on our website. If you do not want your image used, please contact AHP.
14
Registration for the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference
June 19–21, 2013 Register online! www.ahp.org/newportbeach2013 Registration Fees
Attendee Information
Early Registration Regular Registration postmarked by 5/10/13
Name
postmarked after 5/10/13
Pre-Conference Workshops
Name on badge
AHP Development Primer • Wednesday, June 19 AHP member
$295
$345
Title
Non-member
$395
$445
AHP Advanced Course • Wednesday, June 19
Organization
$375
$425
$475 Non-member Development Professional Registration
$525
AHP member
Address City
Province
Full Conference: Wednesday, June 19 thru Friday, June 21
Postal Code
Phone
AHP member
$435
$495
Non-member
$535
$595
Single Day: Thursday, June 20 or Friday, June 21
Email*
*Email addresses are required for registration, but not published or distributed. Registration Notes Please check here if:
AHP member
$250
$320
Non-member
$350
$420
Consultant Registration (Non-Exhibiting)
You require special assistance or have special dietary needs. Please email information to meetings@ahp.org.
Full Conference: Wednesday, June 19 thru Friday, June 21 AHP member
$525
$595
You are a first-time attendee to this conference or a new member of AHP.
Non-member
$625
$695
You are a hospital executive attending with an AHP member and qualify for the executive discount. (See page 14 for criteria.) Please list the name of the member with whom you will be attending:
Single Day: Thursday, June 20 or Friday, June 21
_____________________________________________________________ How did you hear about this event? Please check one: Mail
Social networking site
AHP member
$350
$425
Non-member
$450
$525
* The prices above are for consultants and vendors attending the conference, but not exhibiting. See page 14 for full explanation of policy. Special Event Fees
Colleague
Website
Other/Source Code _____________________
Optional Networking Event: Networking Reception at Pacific Life Building (Thursday, June 20) Adult $20 # of tickets: _______
Payment Method My check is attached, made payable to the Association for Healthcare Philanthropy. (U.S. funds only.) Please charge my:
VISA
MASTERCARD
AMEX
Name (as it appears on card) Card number CVC security code
Signature
Registration forms will not be processed without payment. To mail, fax or email a scanned copy of your registration, send this form and payment information to:
!
Optional Executive Forum Friday, June 21, 8:30 am–12:00 pm The forum runs concurrently with the other educational session on Friday morning but functions like a workshop. You must have 10-plus years in an executive leadership position to attend the forum.
Total amount due:
Expiration date
Limited availability. Tickets must be purchased in advance and are nonrefundable. Reservation deadline for optional special events is June 7.
Association for Healthcare Philanthropy 313 Park Ave., Suite 400 Falls Church, VA 22046 Fax: 703.532.7170 Email: meetings@ahp.org Phone: 703.532.6243 All cancellation requests must be submitted to meetings@ahp.org by Friday, June 7, 2013. No refunds will be made after June 7, 2013.
Presorted Standard US Postage
PA I D Association for Healthcare Philanthropy
Permit #519 Dulles, VA
313 Park Avenue, Suite 400 Falls Church, VA 22046 www.ahp.org
Save $60
Register by May 10!
2013 AHP Pacific and AHP Rockies & Southwest Conference
Amplify your impact!
June 19–21 Newport Beach, CA Newport Beach Marriott Hotel & Spa
Register Today! www.ahp.org/newportbeach2013