Designed exclusively for CDOs, Directors and Managers in health care development
SA VE
Re gi st er by Ap ril
THE AHP LEADERSHIP CONFERENCE
DETERMINE what it means to lead and manage June 4-6, 2014
Hyatt Regency Baltimore
Baltimore, MD
Register today at www.ahp.org/LeadingForward ◆
◆
$1 00 25
DETERMINE what it means to lead and manage
THE AHP LEADERSHIP CONFERENCE Designed exclusively for CDOs, Directors and Managers in health care development
June 4-6, 2014
◆
Hyatt Regency Baltimore
Register today at www.ahp.org/LeadingForward
◆
Baltimore, MD
AHP’s Leading Forward – a conference designed for chief development officers, directors and managers in health care philanthropy. Come to AHP’s Leadership conference to broaden your perspective on what it means to lead and manage; to find out what it takes to build strong philanthropic programs and to spend time with peers and mentors from across North America. It’s time to challenge your current thinking about the nuances of raising funds in a health care setting and delve deep into the skills needed to manage and lead a successful team. This two-day program features outstanding leaders from your profession, as well as authors and thinkers on leadership. This program provides you with an opportunity to initiate discussions and generate new ideas with your peers from a variety of backgrounds and to leave energized with new strategies for your organization and your professional growth!
Attend the 2014 Leading Forward Conference and you’ll enjoy and benefit from:
◆
An intimate setting.
◆
Thought-provoking discussions with high-level colleagues.
◆
Inspiring sessions packed with ideas and strategies.
◆
Eligibility for more than 11 CFRE certification points.
Leading Forward THE AHP LEADERSHIP CONFERENCE
KEYNOTES Thursday, June 5
â—†
8:30 - 9:30 am
OPENING KEYNOTE SESSION Leadership in Health Care Today William C. McGinly, Ph.D., CAE President, Chief Executive Officer Association for Healthcare Philanthropy
Leadership is challenging — challenging to demonstrate and to deliver. Leadership does not simply happen, rather it is taught, learned, developed and nurtured in and by those who desire to achieve, stand and deliver. It is PEOPLE who influence leader styles. Learning about leadership begins early and never ends. Significant challenges in health care today require the enhancement of skills, guts,
moxie, risk taking and beliefs that transcend the every day. During this session you will hear about the leadership characteristics of people in your own life so you can recognize what you need to nurture and develop in yourself to be an effective leader. Also, we will deliver the top ten characteristics associated with high functioning leaders in health care and how philanthropy is an integral part of that role.
William C. McGinly, Ph.D., CAE With more than 40 years nonprofit management experience, Dr. William C. McGinly is President and Chief Executive Officer of the Association for Healthcare Philanthropy (AHP), representing over 4,800 executives raising funds for nonprofit health care providers. McGinly, who has been named for 15 consecutive years in the NonProfit Times Power & Influence Top 50, is a former board member for the Center on Philanthropy at Indiana University Indianapolis; a past chairman of the Greater Washington Society of Association Executives (GWSAE); an active member of the American Society of Association Executives (ASAE); an I/D/E/A/ Fellow; a Certified Association Executive (CAE); and received his doctorate in administration from The American University.
2
DETERMINE what it means to lead and manage
Friday, June 6
◆
8:00 - 9:15 am
BREAKFAST KEYNOTE SESSION It’s Good to Be Good: Why Giving of Oneself is Essential to Happiness and Health Stephen G. Post, Ph.D. Author The Hidden Gift of Helping
of research in the field over the past decade, Dr. Post explains why giving is like a one-a-day vitamin for the soul. When we weave it into daily life, even in small ways for just a half an hour, the benefits are substantial. This is exciting news for people of all ages.
Dr. Post presents an inspiring message about the pursuit of happiness and health. Researchers are showing again and again that compassion, generosity and volunteerism are as good for the giver as for the receiver, and even more so. As the pioneer organizer
Stephen G. Post, Ph.D. Stephen G. Post is a public intellectual, speaker, professor of preventive medicine, and best-selling author who has taught at the University of Chicago Medical School, Fordham University-Marymount, Case Western Reserve University School of Medicine and Stony Brook University School of Medicine. He is an elected Fellow of the Hastings Center and a Senior Scholar of the Kennedy Institute of Ethics at Georgetown University. Post wrote the 2011 best-selling book The Hidden Gifts of Helping: How the Power of Giving, Compassion, and Hope Can Get Us Through Hard Times. He was lead author of the 2007 Why Good Things Happen to Good People: How to Live a Longer, Healthier, Happier Life by the Simple Act of Giving. His writings were included in Best American Spiritual Writing (2005). Post received the Kama Book Award in Medical Humanities from World Literacy Canada (2008), and was listed in the “Best Spiritual Books of 2011” by Spirituality & Practice. Articles by or about him have been published in Parade, O: The Oprah Magazine, The New York Times, and Psychology Today. He has appeared on many major media venues, including 20/20, The Daily Show, Stossel, and Nightline.
#leadingfwd14
3 ◆
www.ahp.org/LeadingForward
Leading Forward THE AHP LEADERSHIP CONFERENCE
Schedule at-a-Glance Wednesday 6:00 pm –7:30 pm
◆
June 4
Reception
THURsday
◆
June 5
7:30 am –8:30 am
Continental Breakfast
8:30 am –9:30 am
Opening Keynote Session – Dr. William C. McGinly Leadership in Health Care Today
9:45 am –11:00 am
Concurrent Education
11:15 am –12:30 pm
Concurrent Education
12:45 pm –2:00 pm
Luncheon Presentation – Strategic Perspective: What Keeps Your CEO Up at Night
2:15 pm –4:00 pm
Concurrent Education
4:15 pm –5:15 pm
Concurrent Education
FRIday
◆
June 6
8:00 am –9:15 am
Breakfast Keynote Session – Dr. Stephen G. Post It’s Good to Be Good: Why Giving of Oneself is Essential to Happiness and Health
9:30 am –10:30 am
Concurrent Education
9:30 am –12:15 pm
CDO Boot Camp – A Half Day Intensive Workshop
10:45 am –12:15 pm
Concurrent Education
12:30 pm
Conference Concludes
4
DETERMINE what it means to lead and manage
Thursday
◆
June 5 9:45 - 11:00 am
Teams Built to Last
Avoid the Telephone Game
It takes great leadership to build great, motivated internal teams. Leaders who can correct course, make difficult decisions, develop talent and establish performance standards meet the high demands of today’s organizations and philanthropy programs. You will learn what team building requires, how to develop a talent pipeline and grow a program successfully. Discuss succession planning, characteristics of high performance teams and your leadership role.
Find out about an integrated communications approach that includes fundraising, marketing, internal and external communications departments. It is all about ensuring your messaging is consistent and that all efforts are coordinated. With an integrated approach, organizations will be able to position themselves as the vehicles through which people can invest in their communities and demonstrate the impact of those investments. Attendees will hear reallife examples of how this works at Inova Health.
Joseph E. Stampe President Meridian Health Affiliated Foundations Neptune, NJ
Anthony Burchard President Inova Health Foundation Falls Church, VA
The Value of Philanthropy – One CFO’s Perspective Hear from a chief financial officer on his point of view about the strategic importance of philanthropy to the future of locally owned and managed health systems. Discover what can be done to elevate the viewpoint and impact of health system CDOs, who meet the public, and therefore, health care customers every day. Bob Roberts Chief Financial Officer Baptist Health Little Rock, AR
#leadingfwd14
5 ◆
www.ahp.org/LeadingForward
Leading Forward THE AHP LEADERSHIP CONFERENCE
Thursday
◆
June 5 11:15 am - 12:30 pm
Physician/Caregiver Engagement: The Secret to Increasing Grateful Patient Referrals Are your physicians/caregivers hesitant to send you names of potential donors or to work collaboratively with you to increase donations? If the answer is yes, then you don’t want to miss this discussion. Many opportunities are lost simply because caregivers are unable to identify grateful patients. Or, worse yet, they may recognize that the patient wants to give back but worry about how connecting the patient with the development staff will impact their own relationship with the patient. In this session, you’ll be given easy-to-implement strategies that will result in more caregivers making grateful patient referrals and an appreciation for the efforts of the development staff. Gail D. Rudolph, CFRE Senior Director Philanthropy Institute Cleveland Clinic Cleveland, OH Physician Co-Presenter TBA
Shaping the Strategic Board Many development organizations have used countless tactics and tools in an empty attempt to spur the meaningful participation of their boards in advancing health care philanthropy. This session seeks to take a step back to look at boards from a new, strategic vantage point. The session asks tough questions and explores specific issues and obstacles that hinder board performance. Subsequently, the session moves into identifying specific and actionable levers to reverse or refine your board's engagement and performance.
The Chief Development Officer – What are the Right Leadership Competencies for Today and Tomorrow? Examine what you need to do, learn and prepare for to have the skill set needed to be an effective leader in health care development. You will learn the roles and responsibilities required for chief development officers to meet institutional needs and revenue goals. As either a current CDO or aspiring leader, you will discuss core competencies that define success and how as CDO, you can be a leader and strategic partner with the organization and C-suite. Moderator: Mark Kostegan, FAHP Senior Vice President, Development Office Mount Sinai Medical Center New York, NY Panelists: Arthur Ochoa, JD Senior Vice President and Chief Development Officer Cedar-Sinai Medical Center Los Angeles, CA Steve Rum Vice President, Development and Alumni Relations Johns Hopkins Medicine Baltimore, MD
David Collis Chief Development Officer Florida Hospital Foundation Orlando, FL Betsy Chapin Taylor, FAHP Principal Third Sector Strategy Ponte Vedra Beach, FL
6
DETERMINE what it means to lead and manage
12:45-2:00 pm
◆
Luncheon Presentation
Strategic Perspectives – What Keeps Your CEO Up at Night Hospital CEOs share what they think the future of health care will look like and how philanthropy fits into the overall strategy of the organization. You will hear what’s on their minds, what they are looking for from philanthropy and how their involvement can best be integrated to create a successful program. Moderator: Bruce A. Bartoo, CFRE Senior Vice President and Chief Philanthropy Officer MedStar Health Columbia, MD
Panelists:
Michael J. Chiaramonte, MBA President MedStar Southern Maryland Hospital Center Clinton, MD Additional Panelists TBA
2:15 - 4:00 pm
Lessons from a Start-Up: What Health Care Philanthropy Can Learn from Silicon Valley
The Art & Science of MOVES: Using Metrics to Increase Results
Innovation. Solutions. Technology. Nimbleness. Discovering new patterns and connections across platforms. Faster pace. The above are Silicon Valley attributes that have changed how business happens and, along the way, how we live our lives. High net worth donors are seeking these things, too. Are you meeting them where they are? Learn how to think like a start-up and in doing so optimize philanthropy. Health care is at the crossroads of science, technology, healing: a fulcrum for giving!
Fundraising is about relationships – you can’t get the gift without the art of the relationship. However, used and analyzed properly, metrics are an invaluable tool in understanding the strengths and weaknesses of your program and making changes needed to increase results. This is the story of one foundation’s successful metrics journey.
Patty Franson Director of Philanthropy, Major Gifts Edith Sanford Breast Cancer Foundation Sioux Falls, SD
Jan W. Wood President and Chief Development Officer Anne Arundel Medical Center Foundation Annapolis, MD
Building a Culture of Philanthropy – Strategies for Success For the modern-day hospital to be truly successful and effective, it must build a culture of philanthropy, if it doesn’t already exist. This means that everyone in the organization understands the crucial role that philanthropy plays in their future, including the roles of the Board, the CEO and the leadership team; the role of marketing in building a positive culture; using special events to help cultivate and secure major gifts; and engaging hospital staff for success. Opportunities for sharing insights and discussing practical applications of concepts presented will be plentiful through roundtable discussions throughout the session.
Craig Arnold President/CEO Permara, LLC and Member Edith Sanford Breast Cancer Foundation’s National Thought Leaders Advisory Council Dakota Dunes, SD
Dennis W. Linderbaum President UnityPoint Health Foundation Des Moines, IA
#leadingfwd14
7 ◆
www.ahp.org/LeadingForward
Leading Forward THE AHP LEADERSHIP CONFERENCE
Thursday
◆
June 5 4:15 - 5:15 pm
Top Trends in Philanthropy Health care and philanthropy are undergoing a profound metamorphosis. Economic shifts, new technologies, new reimbursement models, personalized medicine, intertwined organizations and other forces are reshaping the health care industry as well as philanthropy at large. In this presentation, learn the top philanthropic trends today — from pruning to scrutiny to the science of generosity — and how health care organizations can ride the momentum of these trends for greater philanthropic benefit. Examples of how Children’s Hospitals and Clinics of Minnesota and other organizations have leveraged these trends will be shared. Theresa Pesch, RN President Children's Health Care Foundation Children's Hospitals and Clinics of MN Minneapolis, MN
Are You Million Dollar Ready? Characteristics of Highly Successful Development Shops Transformative gifts by high net worth donors are a large portion of philanthropic dollars. How do you capture your share of the largest gifts? This session will review original research examining the organizational and board-level factors that influence success in obtaining million dollar gifts. Reviewing this new quantitative and qualitative research conducted by the Lilly Family School of Philanthropy at Indiana University and Johnson, Grossnickle and Associates will allow attendees to explore key implications for health care institutions. Ernest Vargo, CFRE President and CEO Eskenazi Health Foundation Indianapolis, IN Angela E. White Senior Consultant and CEO Johnson, Grossnickle and Associates Greenwood, IN
8
DETERMINE what it means to lead and manage
FRIday
◆
June 6 9:30 - 10:30 am
The Role of the CDO – How to Become the Most Important Employee in Your Organization
From Episodic to Sustainable: The Power of a Comprehensive Capital Campaign to Transform
With rapid changes occurring in the health care marketplace, the role of the CDO and development/ foundation office has gained significant new responsibility and now are even more critically important to the future of our organizations. Most health care providers are expecting razor thin operating margins and further stress on the ability to fund debt-service for future expansion. This session will examine how you can best position your team for this increased responsibility with your board, CEO, executive peers, physicians, donors and community. Ultimately, you could be the most important employee in your organization.
Shifting focus from event-based fundraising can be challenging, especially for small shops. However, the right approach to a comprehensive campaign can have transformational results on the patient care side and on the culture of philanthropy for your organization. A strategic approach to your campaign can broaden awareness about your organizations impact, raise significant funds, identify new donors and empower volunteers at unprecedented levels, while strengthening the foundation short-, mid- and long-term.
Christopher E. Sickels Executive Vice President (Foundation) Senior Vice President Community Affairs (HHS) Hunterdon Healthcare Flemington, NJ
Robert B. Rice Principal and Managing Director CCS Baltimore, MD
Christina O'Malley Major Gifts Officer Hunterdon Healthcare Foundation Flemington, NJ
#leadingfwd14
Ken Ferrara Vice President and Executive Director Upper Chesapeake Health Foundation Bel Air, MD
9 ◆
www.ahp.org/LeadingForward
Leading Forward THE AHP LEADERSHIP CONFERENCE
FRIday
◆
June 6 9:30 am - 12:15 pm
CDO Boot Camp – A Half Day Intensive Workshop Being the chief development officer or senior staff of a smaller shop with limited resources is hard. Your health care institution may be asking for unrealistic fundraising goals while your resources are limited and you are putting in long hours. You face constant demands from your volunteers, board, CEO, staff and community generating never-ending-unforgiving-to-do lists. And there is no instruction manual. This is why AHP created the CDO Boot Camp — to provide you with the tools you need to succeed, the confidence to handle any challenge and a renewed perspective on managing your time, you staff and the expectations of your C-suite. Spend your day with a group of your peers and expert faculty to immerse yourself in conversations that you need to succeed and get ahead in your organization. The CDO Boot Camp provides a mix of learning with topics such as the right mix of annual gifts and major giving, why physicians are important, how to work best with your hospital CEO and informal talks with your colleagues on what issues you are facing day to day and what steps can be used to move forward. You will leave with greater awareness of not only what it takes to raise more money but also on how to be a leader in a health care setting. The Boot camp’s intimate setting gives you an opportunity to really get to know others in the room and build life-long connections that will help you in your career. Eligibility ◆
You’re the CDO or senior staff of a health care development program that has limited staff and resources.
You will
◆
◆ ◆
◆
You’ve logged immeasurable hours and have raised funds but need a renewed perspective on your role as a leader. You want to connect with your peers and experts to learn how to succeed.
◆
◆
Discover how to work effectively with your C-suite and boards in order to achieve mutually beneficial goals. Define what successful fundraising programs look like and gain a solid understanding of metrics and how to use them to build your programs. Find out the best ways to engage health care physicians, grateful patients, and employees in giving. Understand what it takes to be an effective leader in a health care setting.
Facilitators: Pamela Puleo, FAHP, CFRE Executive Director Concord Hospital Trust Concord, NH
Kelly M. DeGregorio, CFRE Senior Director of Development Brigham and Women's Hospital Development Office Boston, MA
10
DETERMINE what it means to lead and manage
10:45 am - 12:15 pm
Ten Ways to Raise Big Dollars with a Small Staff
Donor Viewpoints – What You Always Wanted to Know from Your Donors
Join this interactive session on proven techniques for leveraging staff time and increasing gift income. Throughout the individual and group activities and discussions, ten proven techniques and ways to implement those techniques will be shared. You wil leave with new ideas to make the most out of your time and resources within your respective organizations.
This session will showcase donors who will discuss why they are engaged in philanthropy. Hear how and why they got involved, what motivates them and how they like to work with their philanthropy team. You will get answers to your questions from the perspective of current donors, and understand how you can improve your donor relationships which are essential to successful fundraising.
Kenneth R. Coffey, II Vice President and Chief Development Officer Frederick Memorial Hospital Frederick, MD
Presenters TBA
Jim Lyons Senior Partner Pride Philanthropy Alpharetta, GA Sadie Wolf Development Officer Frederick Memorial Hospital Frederick, MD
#leadingfwd14
11 â—†
www.ahp.org/LeadingForward
Leading Forward THE AHP LEADERSHIP CONFERENCE
3 easy ways to register: Web: Fax: Mail:
www.ahp.org/LeadingForward 703-532-7170 Association for Healthcare Philanthropy 313 Park Avenue, Suite 400 Falls Church, VA 22046
Full Conference Member Non Member
Industry Partner/Supplier Full Conference
Early Bird
$595 $695
Regular
$695 $795
Single Day Member Non Member
Early Bird April 25, 2014
Member Non Member
Early Bird
Regular
$650 $750
$750 $850
Industry Partner/Supplier Single Day Early Bird
$350 $450
Regular
$450 $550
Member Non Member
Early Bird
Regular
$350 $450
$450 $550
Registration Policies
Earn CFRE points
Thank you for your interest in attending the 2014 AHP Leading Forward Conference. If you have any questions about the registration process or options, please contact AHP at 703.532.6243 or via email at meetings@ahp.org. The most up-to-date conference information is online at www.ahp.org/LeadingForward.
Earn up to 11 points toward certification or re-certification of your designation by attending the conference.
Early Registration Discount
Exhibitors/Vendors/Affiliate Companies
Save $100 when you register for this conference by the early registration deadline! Your registration and payment must be postmarked or received online by April 25, 2014. Mailed or faxed registrations cannot be processed without payment. Online registration is available at www.ahp.org/LeadingForward.
It is AHP policy that all AHP affiliate and prospective affiliate members (i.e. vendors, consultants, etc.) must register as a industry partner to attend. If you are interested in sponsoring this conference please contact AHP by calling 703-532-6243 or emailing meetings@ahp.org.
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 single day registration option is also available. ◆
◆
Full conference registration—includes all educational sessions, the opening reception, and breakfasts and luncheons on Thursday and Friday. Single-day registration—includes the educational sessions and scheduled meals for the selected day only. You can only register for one single day.
Executive Discount 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.)
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 by emailing meetings@ahp.org, or onsite at the registration desk.
Consent to Use Photos Registration and attendance at or participation in the AHP Leading Forward conference constitutes an agreement by the attendee to AHP’s use and distribution of the registrant or attendee image or voice in video or photographs.
Cancellations All cancellation requests must be submitted in writing to meetings@ahp.org by Friday, May 16, 2014. 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 May 16, 2014.
Confirmation Information You will receive a confirmation email after we receive your payment. Please consult our website www.ahp.org/LeadingForward for the most up-to-date conference and travel information. You will also receive an email one week prior to the conference with reminders and information. A room location guide will be available onsite.
Handouts Session materials submitted by conference speakers will be available for download on the AHP website beginning May 23, 2014.
Official Attendee Roster Beginning 3 weeks prior to the conference, you will be able to find the attendee roster on the conference website.
Special Needs? Contact AHP at meetings@ahp.org 12
DETERMINE what it means to lead and manage
About Baltimore
Baltimore
— the colorful, diverse city that is Maryland's largest city and economic hub—is known for its beautiful harbor, quirky, distinct neighborhoods and unique museums. With hundreds of identified districts, Baltimore has sometimes been dubbed “a city of neighborhoods,” but is more commonly known as “Charm City.” Baltimoreans take pride in their city, boasting one of the most remarkable transformations in history.
Hyatt Regency Baltimore Information The Hyatt Regency Baltimore is delighted to showcase a new distinctive design featuring modern urban sophistication. Enjoy access to the world-famous Inner Harbor, home to the Baltimore Aquarium, the Maryland Science Center and 120 dining and shopping options. The Hyatt Regency Baltimore is located at 300 Light Street, Baltimore, MD 21202. The phone number is 410-528-1234. You can visit them on the internet at www.baltimore.hyatt.com.
Hotel Reservations The Hyatt Regency Baltimore is offering AHP conference attendees a special rate of $199 single/double occupancy, plus tax. To make reservations, call the hotel at 410-528-1234 and identify yourself as an Association for Healthcare Philanthropy (AHP) conference attendee. The rate is available until April 25, 2014. Reservations made after April 25, 2014, will be on a space-and-rateavailable basis. Please remember that there are a limited number of rooms available at the discounted rate that may sell out prior to the deadline, so make your reservations early.
For additional travel information visit www.ahp.org/LeadingForward.
#leadingfwd14
13 ◆
www.ahp.org/LeadingForward
US POSTAGE
FPO 313 Park Avenue
www.ahp.org
◆
Suite 400
◆
Falls Church, VA 22046
Designed exclusively for CDOs, Directors and Managers in health care development
DETERMINE what it means to lead and manage
THE AHP LEADERSHIP CONFERENCE
SAVE $100 Register by April 25
June 4-6, 2014
Hyatt Regency Baltimore
◆
Baltimore, MD
Register today at www.ahp.org/LeadingForward