Past Events

2020 Events

Log In And Learn-ADVANCED INSTAGRAM with KERRY REGO

Description
Our way of doing business has completed changed. You will need to re-tool and rethink everything you do in the next few months. We’re here to help you add skills and tools.

This is a 2nd session with Kerry on Instagram. This deep dive will help you with advanced strategies and insider shortcuts. Instagram is a social media app that allows you to share photos and videos about your organization, you can edit filters, tweak settings, and engage with others in a more authentic way. 
Join us May 1st as Kerry shares best practices, provides insights and helps you take your social media game to its next level. 
  • Photos VS Videos – where and when
  • Targeting your message
  • Increasing engagement
  • Best use of emojis and hashtags
  • Analytics


Presenter

Head_Shot_for_AFP_Panel_-_Julie___Bartice.jpg

Kerry Rego is a social media trainer, technology consultant, author, and speaker working with individuals, businesses, government, and nonprofits since 2006. She educates people, implements tools, and trains staff on new media. 
Kerry is a lecturer at Sonoma State University and adjunct faculty at Santa Rosa Junior College. She’s a recipient of the North Bay Business Journal’s 2011 “Forty Under 40 Award” and the author of The Social Media Starter Kit and What You Don’t Know About Social Media CAN Hurt You: Take Control of Your Online Reputation.

Making the Ask (and Exceeding Budget) During Challenging Times


Description

The world has just turned upside down (again). Donors are unsure and burnt out (again). You’re afraid and stressed out (again). How do you meet the expectations of your boss (and your donors) while keeping your sanity?

In this interactive virtual session you’ll learn how to build a Plan B that meets the challenges of our time (and exceeds your budget) with simple tools, creative techniques and powerful language that will help you build and expand upon a more loyal donor base than you ever imagined.

Added bonus: Aside from meeting your goals (and keeping your sanity) fundraising will become more rewarding than you ever thought possible.

The reality: You have job security. And you always will - if you can raise money.

When the unimaginable happens, what does your nonprofit do? Hide? No! It helps in whatever ways it can! Now, how do you translate that into philanthropy? Gifts-in-kind can be wonderful but they don’t generally meet budgetary needs. Program income is frequently down. Events sometimes get postponed or worse, canceled. Grant deadlines get moved or missed. With all that’s going on, how can you meet your budget, meet your goals, increase income?

Philanthropy. Contributions. Fundraising. What? Ask for Money? Now??? Yes!

And, yes, it is hard! Maybe your closest donors lost their home and everything that goes with it. Or the stock market has tumbled leaving folks feeling less stable. People and businesses are suffering. Nerves are shattered. Lots of unknowns. And yet, the needs are still there, probably even more so. The needs of the organization and its partners. The needs of the people you support. The needs of the staff. The needs of the donors.

We don’t have to become immobilized by the uncertainties and unknowns. Even if donors are impacted, too. Don’t let this keep you from taking action. Take the next right step. You have a community to help. A budget to meet. Staff to pay. Make the Ask! Use this session to learn how to ask, to rebuild confidence in making compelling solicitations, to gain new approaches, or to be re-grounded in the basics. 

Webinar participants will learn compassionate, helpful, appropriate ways to lean in and reach out. To care, share, listen, and yes, ask.

Presenter

Julie Bartice has honed her philanthropy savvy leading a multitude of nonprofits over more than 30 years. Today through consulting, Julie focuses her expertise on helping nonprofits and their leadership adopt best practices that create sustainability and growth.

Through her decidedly strategic and highly tactical viewpoints, she has built and overseen comprehensive fundraising programs that experienced exponential growth (think 1,200% and millions of dollars!) in major gifts, annual giving, events, grants and membership. Julie is a well-rounded fundraiser who focuses intentionally on both the science and art of fundraising for the organizations she has helped elevate.

Tragically, wildfires have barked at her home’s front door too many times and in 2017 with Pepperwood Preserve she helped lead them through a massive recovery and fundraising effort after the Tubbs fire raged through. Such a success story, AFP ICON included Julie as a panel speaker in their “Fundraising in the Wake of a Disaster” session with other philanthropic leaders who had been through natural disasters like Hurricane Katrina.

Julie holds a Bachelor of Arts degree from Marquette University. She has served on numerous boards and was board President of the Association of Fundraising Professionals, Wine Country Chapter from 2014-2016.

Lunchtime Login and Learn

AFP Wine Country is waiving all fees for our programs through April 2020 

Our way of doing business has completed changed. You will need to re-tool and rethink everything you do in the next few months. We’re here to help you add skills and tools.

We’re continuing our social media skills sessions:
Instagram is a social media app that allows you to share photos and videos about your organization, you can edit filters, tweak settings, engage with others, explore and creep, and so, so much more — you just have to know what you're doing so you don't get overwhelmed!
Join us April 3rd as Kerry shares best practices, provides insights and helps you take your social media game to its next level. 

Kerry says that Instagram is very popular in the North Bay and should be in your toolbox!
  • Choosing the right photo
  • How to share photos and videos
  • Crafting the best message
  • Increasing engagement
  • How to use emojis and hashtags

Presenter

Kerry Rego
 is a social media trainer, technology consultant, author, and speaker working with individuals, businesses, government, and nonprofits since 2006. She educates people, implements tools, and trains staff on new media. 

Kerry is a lecturer at Sonoma State University and adjunct faculty at Santa Rosa Junior College. She’s a recipient of the North Bay Business Journal’s 2011 “Forty Under 40 Award” and the author of The Social Media Starter Kit and What You Don’t Know About Social Media CAN Hurt You: Take Control of Your Online Reputation.


Log In And Learn. An AFP Wine Country Webinar
Don’t leave your office…or your couch!
We’re offering you a free training. Our way of doing business – in person meetings, gatherings and events – is gone and will be for a while. Now more than ever we have to be nimble and smart about our communication tools. 
Social media has never been more important to our work than it will be in the upcoming year.
We are waiving all costs to you for our upcoming social media webinar training with Kerry Rego. We’re changing the outline to include smart social media strategies for challenging times. Watch from your home office.
AFP Wine Country is here for you, join us for free, tell your friends and colleagues in non-profits.
YOU STILL HAVE TO REGISTER to get the webinar link. See below

Description
Join social media guru Kerry Rego as she teaches us smart best practices for social media!
 
Kerry will walk us through setting smart social media goals. She’ll cover:
·     setting measurable objectives
·     identifying your audience
·     what are your content themes
·     tactics for growth and impact,
·     scheduling posts
·     how to analyze your data.
Expect to walk away with action items for increased social media performance!
It’s time to dig into smart, strategic use of social media to support your organization’s objectives. Come log in and learn how to construct the formula for your success!
Webinar Login: Log in and Learn: Social Media webinar with Kerry Rego
Login information will be sent to you after you register. We’ll be using Zoom software. Download Zoom onto your computer.

Presenter

Kerry Rego is a social media trainer, technology consultant, author, and speaker working with individuals, businesses, government, and nonprofits since 2006. She educates people, implements tools, and trains staff on new media. 

Kerry is a lecturer at Sonoma State University and adjunct faculty at Santa Rosa Junior College. She’s a recipient of the North Bay Business Journal’s 2011 “Forty Under 40 Award” and the author of The Social Media Starter Kit and What You Don’t Know About Social Media CAN Hurt You: Take Control of Your Online Reputation.


It’s Not About the Money

Description

Are you sure it's not about the money? Yes. What is it that donors are actually in search of?
Our work involves the needs and aspirations of our donors. It requires persistence and the ability to tell a story...
In this session, Andrea will share some of her expertise and experiences, tell some stories and invite participants to talk through some of their own individual stories and strategies for what works well and what gets in the way. 
  • Compelling conversations: the importance of show and tell
  • Why specific asks matter and work
  • Some will–some won’t. So what? Someone’s waiting to be asked!
  • Campaigns allow us to do things for others that we could never do alone
  • The greatest single mistake you can make
  • A short list of other mistakes made and lessons learned
  • Are you the philanthropy leader you aspire to be?
Development professionals and volunteers of all backgrounds and aspirations are encouraged to attend and participate in a session which will have some opportunities for laughter, learning and maybe even disagreement about what works best and why. 

Presenter


Andrea Learned
 serves as the Chief Development Officer for St. Joseph Health – Sonoma County. She has worked for 35 years in executive leadership with hospital, health and community programs. Throughout her career she has been a proud fundraiser and a persistent advocate for social justice. She and her team have raised more than $100 million for Santa Rosa Memorial Hospital and Petaluma Valley Hospital.

Prior to joining SJH-SC Andrea served for twelve years as Executive Director for Face to Face, three years as Director for the Area Agency on Aging for Lake and Mendocino County and for eight years managed homeless shelters, the food bank and community organizing projects for Sonoma County’s Community Action Agency. She has served on boards including ACLU Northern California, Community Foundation–Sonoma County, Chop’s Teen Club and Cities Advocating Emergency AIDS Relief.




New Year / New You

DESCRIPTION
Session 1: Designing Your Career Path in Fundraising     

Whether you are just starting out in fundraising or are 5 or 20 years into your profession; planning your career is always a challenge. How do I change my focus or path? How do I get to a bigger (or smaller?) organization. What’s a winning resume look like in 2020?

Our January AFP presenter, Bob Fisher, is a wealth of knowledge and experience on career advancement in development. Learn key elements of career planning: are you asking for what you need to take the next step up? Are you positioning yourself to increase your professional network, salary potential and skill set? Are you a manager looking to help your staff build their career?

This workshop is all about best practices in development career planning. Bring your questions!

Session 2: For Fundraising Executives: Advancing a Senior Level Career
Special added session for those who are Executive Directors, CEOs, Executive Leadership
positions, or more than 10-years experience in fundraising.

Advancing a senior level career in fundraising: transitions, lateral moves for advancement, changing careers and current trends in executive jobs. Join Bob for a unique opportunity to discuss major achievement and career issues.

Presenter


Robert M. Fisher
President, Non-Profit Leadership, Education and Foundations

Bob Fisher has been fundraising for 65 years, has raised more than $350 million to support organizations large and grassroots, and is one of the few surviving senior experts from the founding days of AFP, from Hank Rosso’s intimate circle, and from those published early by the University of Indiana. For the past 16 years, this former university president and CEO of The San Francisco Foundation, recipient of AFP’s highest award, has been recruiting and coaching executive fundraisers.
 
This is a chance to participate with Bob in one of his rare appearances. Don’t miss it.


2019 Events


Using Social Media to Support Your Mission


Description
Facebook, Instagram, Twitter, so many websites and applications make it easier to create and share content for social networking. But, you also need to get a newsletter out, make your donor calls, run your program and plan the gala or next event.
How do you integrate your social media into your overall messaging or brand management? 
It’s all part of your brand and your brand story speaks loudly. Join social media consultant Kerry Rego for a session that covers effective social media branding, how to clean up your digital presence, and get her personal guidance in setting measurable objectives for social media use. You'll leave with actionable steps on improving your brand visuals, messaging, and metrics for proving your communication efforts are supporting your organization's mission. Kerry is a great presenter and will help you elevate your social media skills to new levels. 

Presenter


Kerry Rego is a social media educator and digital media consultant.
She is passionate about educating people on how to use technology. She brings humor and patience to her work. In her own words, “Computers are tools that can help people achieve their dreams and I want to empower everyone that wants to learn.”
Kerry works with individuals, small businesses, non-profits, government and more.

AFP Donor Retention: A Self-Assessment Workshop

Description
Retaining donors year over year is one of the easiest paths leading to organizational growth. Learn how to make a plan to keep your supporters connected and giving to YOUR nonprofit.

Don’t miss this exciting opportunity to have an international level AFP ICON pre-conference workshop presented in Northern California and facilitated by AFP faculty, Scott Staub.

This hands-on workshop is based on data collected via the AFP Fundraising Effectiveness Project. You will learn the value of tracking gifts and donors and how to use that information to develop cultivation strategies to improve donor retention. 

Presented through lecture, a fictional case study based on real data, and participant dialogue, this workshop will focus on developing an effective custom Donor Retention Plan for your organization based on what research indicates really works. 


Attend the morning session, the afternoon session or both.
All-day attendees (8:30-am-5pm) will be eligible for 8 CFRE credits.

8:30am-Noon: Why It’s Important
Why organizations lose donors and money

How retaining donors increases fundraising success
Determining the effectiveness of current fundraising efforts 

Noon-5pm: Putting It Into Action
Developing cultivation strategies and a successful donor retention plan

Pre-registration guarantees you:

  • a printed manual both for use during the workshop and as a tool for launching your organization’s own effective Donor Retention Plan
  • boxed lunch 
  • a savings of thousands of dollars and days of time away from work and family since you'd have to travel to AFP ICON 2020 in Baltimore to experience this workshop material. So join us in Santa Rosa on September 25th! 

Getting to Santa Rosa, CA

       •  Charles M. Schulz Sonoma County Airport (STS) has direct flights to and from San Diego, Los Angeles, Portland, Seattle, Denver and more. https://sonomacountyairport.org/about-sts/ 
       •  Alternate Airports are SFO & OAK.

Experience Sonoma County for all that it has to offer: https://www.sonomacounty.com/

 PRESENTER


Scott Staub, ACFRE
A nonprofit professional for over 30 years, Scott has raised millions as staff, consultant and volunteer to multiple organizations. Currently the Managing Director for Leadership Search Partners, Scott previously worked as the Executive Director for the Friends of the San Francisco Public Library and Chief Advancement Officer for the Parkinson’s Institute and Clinical Center. He has served on the boards of Association of Fundraising Professionals, Hawaii Meals on Wheels and Golden Gate University Alumni Association. He is an Advanced Certified Fundraising Executive (ACFRE), one of 110 in North America.


Thank You Sponsors!
CHAMPION


PARTNERS 

Anonymous Friend                 
 
So, you want a $1 million!

This session is not just about that “million dollar gift” that many want, but also about your NEXT big gift. How do you think about it, set it up, find the donor, and most important – make your case.

As you see donors provide major gifts to others, do you sometimes feel like Dustin Hoffman’s character in “The Graduate” – standing outside the church watching the wedding of your dreams through the window? Come join us on Wednesday, August 21. Let’s talk about how we prepare for the biggest gift ever to your organization.
Your mind, vision, attitude, plan, case and your donor. It is not just one of these, it’s all of it.

PRESENTER

Pat Callahan is a Leadership and Major Gift Coach and has over 30 years experience in fundraising. She is Director of Philanthropy at California Council on Science and Technology (CCST), helping them build their major gift program. Her passion and interests are in major gifts and helping others overcome their fears and intimidations. Pat is AFP Wine Country President-elect and a popular speaker at our sessions.   


AGH! WHY DIDN’T I SAY…

Impromptu speaking is one of the most important skills for a fundraiser.

How many times do you get just a minute or two with a group or that important person and you find yourself saying 2 minutes of “What was I thinking?”. Later in the car you think of all the things you should’ve said.
Join us for a hands-on workshop to address:
·     Basic fear of public speaking.
·     How to make an impact in two minutes.
·     Developing and practicing your elevator pitch.
·     Identifying your key message.
Whether you’re a seasoned veteran or new to the field, you’ll come away with new skills. This is a hands-on workshop where speaking and executive coach Holly Berkley and major gift coach Pat Callahan will provide key tips and then work with you in a practice session.
Come prepared to work on your messaging, practice your spoken words, and move your impromptu communications to the next level.

PRESENTERS


Holly Berkley, Founder and CEO of BlissSmart, is an author, speaker and consultant providing leadership training and executive coaching for individuals and corporations worldwide. Holly has been a featured trainer at Women In Technology International. Holly teaches tools to disrupt the fear of public speaking and clearing out that negative energy.


Pat Callahan is a Major Gift and Leadership Coach and experienced speaker. A graduate of Toastmasters International, Pat has practical tips and guidelines for successful impromptu speaking whether in a small group or large. Pat has spoken to conferences, gala and special event audiences, and large rallies with thousands of people.



EXPLAINING THE SCAR: STORYTELLING FOR NONPROFITS

For nonprofits, stories make data come alive. They are the most engaging and memorable way to capture and motivate an audience, and yet so many organizations get storytelling wrong. Cat will discuss how to collect stories ethically, including the key elements for honoring the storyteller and establishing your organization as one with integrity toward its clients. In preparation for this seminar, please share with Cat your favorite videos that feature nonprofit client stories. Email her at ccvengros@shfb.org.

PRESENTER

Cat Cvengros is an outstanding storyteller and public speaker, sought after for discussing topics such as trends in poverty, hunger, homelessness, Peace Corps, change leadership, inspiring community involvement and best practices for supporting youth in trauma. She recently spoke at Feeding America’s national conference, DreamForce18, The Moth, and will speak this fall with AFP Silicon Valley and Santa Clara University. Cat led story collection at Social Advocates for Youth for 6 years and currently manages an award-winning team that tells stories about food insecurity in Silicon Valley at Second Harvest Food Bank.


LEVERAGING ANNUAL GIFTS FOR MAJOR GIFTS IN A SMALL SHOP 


If you are ready to transition your organization, staff and board from the important but transactional annual gifts supporting operations to the deeper transformational relationship 
building and engaging strategies of major gifts work, join us for this session with Linda Frank, Ph.D.

Development professionals and volunteers of all backgrounds and aspirations are encouraged to attend and participate! In this session, Dr. Frank, who is celebrating 30 years as a development professional, will share some of her expertise and experiences, tell some stories and invite attendees to reflect on opportunities they have had for engaging annual gift donors to make major gifts. The fundraising techniques discussed can be used in small shops.

•  Discover how your organization’s annual giving program, which provides a base of support, also offers an established pipeline of donors who can be       cultivated to make larger gifts.
• Understand how to identify potential major gift donors
• Find out why it is important to know your donors and their interests
• Learn strategies to transition the annual giving donor to a major gift donor
• Hear about fundraising trends in 2019

PRESENTER

Linda P. Frank, Ph.D. is the Executive Director of Development for College of Marin which has campuses in Kentfield and Novato. Celebrating 30 years as a development professional, Dr. Frank has formed and led Advancement teams in Sonoma County and in the East Bay and worked as a Major Gifts Officer on a capital campaign team to raise $40 million for the University of the Pacific dental school in San Francisco. Experienced with small shops and mid-sized fundraising teams, she has been involved in securing 6- and 7-figure major and planned gifts for Chippewa Valley Technical College (WI), Humboldt State University, Santa Junior College Foundation, Graduate Theological Union, University of the Pacific and College of Marin.

She has served on boards including AFP-Golden Gate Chapter, Network of California Community Colleges Foundations, Santa Rosa Rotary and Santa Rosa Rotary Foundation, and has volunteered as a mentor for 10,000 Degrees, AFP and is a member of the Annual Conference Planning Committee for the Northern California Planned Giving Council.


7 STEPS YOU CAN TAKE TO GROW YOUR PLANNED GIVING PROGRAM

Planned giving enables people to make meaningful gifts that reflect their unique values—and it can be a long-term source of funding for your organization. But, how can you fit in planned giving efforts between fundraising events, staff meetings, direct mail and your other responsibilities?

Damon Tinnon, Director of Gift Planning at Queen of the Valley Foundation, and Bob Hoffman, Senior Vice President, Thompson & Associates, will co-present this important session on practical ideas for increasing planned gift expectancies in smaller nonprofits. Damon will introduce 7 disciplines of a gift planning office and how to adapt them to the multitasking reality of small shops. Bob will offer real examples of how the importance of legacy giving can be incorporated into nearly every conversation with your donors.


PRESENTERS

Bob Hoffman, CSPG, CFRE, FCEP is Senior Vice President with Thompson & Associates, a leader in charitable estate planning based in Nashville. He serves a wide variety of nonprofit clients throughout California and Oregon, providing their donors with complimentary, confidential, values-based charitable estate planning. Prior to joining Thompson & Associates, he served as Planned Giving Director for St. Helena Hospital Foundation and managed planned giving programs for five St. Joseph hospitals in Northern California.

Damon Tinnon, CSPG, serves as Director of Gift Planning for Queen of the Valley Foundation. Damon is a Certified Specialist in Planned Giving (CSPG) and works with Queen of the Valley Hospital supporters and their advisors to execute planned gifts that reduce taxes, increase income and support overall estate-planning goals.


6-FIGURE FUNDRAISING EVENTS - HOW TO MONETIZE AND MISSIONIZE EVERY MINUTE

Are events a part of your organization”s fund development strategy? If you’d like to infuse a few fresh ideas into your fundraiser, join us and glean tips from Dee Dee on how to raise more at your next successful event.

• Discover the hidden secrets to powerful and profitable philanthropy with our blueprint
• Uncover a local elementary school’s journey from $30K to $160K
• Get ready to IMMEDIATELY realize record breaking profits with the Benevent Method of event fundraising
• Transform attendees to long term donors at your next event
• Insider secrets to raise money out of thin air

PRESENTER

Dee Dee Kiesow, BAS, PRI, Fundraising Strategist, Trusted Advisor, Professional Benefit Auctioneer. After 25 years of award winning-fundraising and millions raised in the non-profit sector, Dee Dee was faced with a decision to jump from a professional fundraising job to meet demand of other charities needing her help in event fundraising. Some had more than doubled their paydays with her unique system and the demand was growing. After some soul-searching, the “Queen of the ASK” decided it was time to parlay her talents to help more charities have 6-figure paydays. She founded Benevent Auctions and Fundraising.

Her mission: To teach non-profit leaders how to raise maximum dollars per minute at events while engaging long term donor partnerships. In a few short years, this former for-profit Business Owner, Non-Profit Founder, Executive Director, Community Organizer and Major Gifts Officer has raised millions more using a combination of her asking skills. She has appeared nationwide in both USA Today and the Business Journal bringing her proven Silicon Valley Business approach to modern fundraising. Her work has helped see paydays 100 to 600% over budget. As Six-figure gala client Maria Nicolocoudis put it, “After 20 years working with event planners, Dee Dee is everything all in one.”


IT'S NOT ABOUT THE MONEY

It’s not about the money. Thinking or re-thinking the meaning and vocabulary of philanthropy. Are we asking the right questions and creating lifelong relationships?

Our work involves the needs and aspirations of our donors. It requires persistence and the ability to tell a story…

In this session, Andrea will share some of her expertise and experiences, tell some stories and invite participants to talk through some of their own individual stories and strategies for what works well and what gets in the way.

• Compelling conversations: the importance of show and tell
• Why specific asks matter and work
• Some will–some won’t. So what? Someone’s waiting to be asked!
• Campaigns allow us to do things for others that we could never do alone
• The greatest single mistake you can make
• A short list of other mistakes made and lessons learned
• Are you the philanthropy leader you aspire to be?

Development professionals and volunteers of all backgrounds and aspirations are encouraged to attend and participate in a session which will have some opportunities for laughter, learning and maybe even disagreement about what works best and why.

PRESENTER

Andrea Learned serves as the Chief Development Officer for St. Joseph Health – Sonoma County. She has worked for 35 years in executive leadership with hospital, health and community programs. Throughout her career she has been a proud fundraiser and a persistent advocate for social justice. She and her team have raised more than $100 million for Santa Rosa Memorial Hospital and Petaluma Valley Hospital.

Prior to joining SJH-SC Andrea served for twelve years as Executive Director for Face to Face, three years as Director for the Area Agency on Aging for Lake and Mendocino County and for eight years managed homeless shelters, the food bank and community organizing projects for Sonoma County’s Community Action Agency. She has served on boards including ACLU Northern California, Community Foundation–Sonoma County, Chop’s Teen Club and Cities Advocating Emergency AIDS Relief.