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
Four 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
12:00 p.m.
POWER LUNCH: 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
1:30 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
2:45 p.m.
BREAK
3:00 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
4:00 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)
8:00 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
with 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