2025 Leadership Retreat Agenda
FEBRUARY 4 + 5 | AMELIA ISLAND | FLORIDA
Day One
FEBRUARY 4
7:30 a.m.
BREAKFAST
8:30 a.m.
WELCOME
8:40 a.m.
OPENING PLENARY: Navigating Trends Shaping Health Philanthropy's Next Big Moves
Speaker: Betsy Chapin Taylor
9:35 a.m.
Keys to Deepening Connection (Part 1) with Michael Beall
9:45 a.m.
BREAK
10:00 a.m.
Track One:
Strategy and Innovation
Five Levers to Building Bigger, Bolder and Better Campaigns
with Heather Wiley Starankovic, John Donovan and Michael Beall
Track Two:
Advancing Philanthropy
The Next Frontier in Harnessing Gratitude and Clinician Engagement
with Erin Stitzel, Debbie Ferguson, Scott Rosenkrans, Associate VP of DonorSearch Ai, Linda Roszak Burton and Susan Attwell
Track Three:
The CEO Corner
Accelerating Philanthropy as a High ROI Revenue Source for Health Care
with Nathan Chappell, Senior VP of DonorSearch Ai, Lori Counts and Betsy Chapin Taylor
12:00 p.m.
SOCIAL LUNCH
1:00 p.m.
Track One:
Strategy and Innovation
Building a Culture of Curiosity: An Organization's Superpower in the Age of AI
with Nathan Chappell, Senior VP of DonorSearch Ai
Track Two:
Advancing Philanthropy
Donor-Advised Funds: The Future of Philanthropy is Here
with John Donovan, Cindy Reynolds and James Gold
2:15 p.m.
BREAK
2:30 p.m.
Navigating Your AI Transformation
with Scott Rosenkrans, Associate VP of DonorSearch Ai
Activate Your Storytelling Potential: An Action Guide to Maximize Storytelling with Michael Beall
3:30 p.m.
ADJOURNMENT
6:30 p.m.
SOCIAL DRINKS
7:00 p.m.
DINNER
Day Two
FEBRUARY 5
6:30 a.m
Hosted Morning Walk on the Beach with Amy Dorrill
7:30 a.m.
BREAKFAST (available at social tables or can be taken to Buzz Sessions)
8:30 a.m.
BUZZ SESSIONS
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Partnership and Resilience: Navigating through Clinician Burnout with Sarah Burdi and Susan Attwell
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Find Funding to Address Health Disparities in Disadvantaged Communities with Cindy Reynolds
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Partnership and Stewardship: The Benefit of Expressing Gratitude to Your Donors with Linda Roszak Burton
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Nike & Apple / Taco Bell & Doritos / Your Organization & the Community Non-Profit with Amy Dorrill
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What You Must Do Now and Next to Ensure Your Database is HIPAA Compliant with Debbie Ferguson
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Building a Planned Giving Culture with Minimal Resources with James Gold
9:00 a.m.
WELCOME
9:05 a.m.
Keys to Deepening Connection (Part 2) with Michael Beall
9:15 a.m.
KEYNOTE: Overcoming the Competition for Connection
Speaker: Nathan Chappell, Senior VP of DonorSearch Ai
10:15 a.m.
BREAK
10:45 a.m.
Track One:
Strategy and Innovation
Redefining Volunteer Leadership: Unleashing Influence Beyond the Boardroom
with Betsy Chapin Taylor and Lori Counts
Track Two:
Advancing Philanthropy
Philanthropy, Grants, Government Relations and Community Benefits, Oh My!
with Amy Dorrill
12:00 p.m.
BREAK
12:15 p.m.
POWER LUNCH: Implementing AI for Social Good
Speakers: Nathan Chappell, Senior VP of DonorSearch Ai and Scott Rosenkrans, Associate VP of DonorSearch Ai
1:15p.m.
CLOSING PLENARY: Key Takeaways and Considerations
Speaker: Pamela Ronka Maroulis
1:45 a.m.
Keys to Deepening Connection (Part 3) with Michael Beall
1:55 a.m.
CLOSING REMARKS
2:00 p.m.
CONFERENCE ADJOURNMENT