Wednesday, August 6, 2025
10:30 AM - 11:55 AM: Check-in and Lunch
Lunch will be available for purchase during this time.
12:00 PM - 2:00 PM: Session 1
| Major Gifts & Planned Giving |
How to Close the Gift
Michael Rubin, MBA, CFRE, ACC
Michael D. Rubin & Associates
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Classroom 120
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| Major Gifts & Planned Giving |
The Rise of Donor Advised Funds & Why it Matters
Patricia Shumate, MSW
A Village for Good
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Classroom 130
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| Corporate & Foundation Relations |
Building an AI-Assisted Grant Project: From Setup to Proposal - Part One
Note: This is the first of a two-part, hands-on workshop. Attendees are encouraged to attend both sessions to gain the full benefit of the training and walk away with a functional AI-assisted grant writing setup tailored to their organization.
Fielding Jezreel, MSW, GPC & Dr. Barbara Primm
Jezreel Consulting and Federal Grants Accelerator | All Things Business
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Clark Fox Forum
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| Stewardship & Communication |
Fast Moves to Boost Your Donor Stewardship Plan Today
Monica Tiffany & Meritt Neil
M&C | M&C
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Classroom 100 - Brown School
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| Nonprofit Leadership |
Lead Boldly. Manage Brilliantly. Mastering the Art of Both.
Theresa Fleck, EdD, CFRE, CAE, CNP & Emily Lohse-Busch
Logan University | 39 North
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Classroom 70
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2:00 PM - 2:15 PM: Break
2:15 PM - 4:15 PM: Session 2
| Annual Giving |
Using Linear Fund Development to Achieve Consistent Results
Linda Haley, CFRE & Dawn Miller, CFRE
Let's Build Hope | Let's Build Hope
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Classroom 120
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Major Gifts & Planned Giving
2:15 PM - 3:15 PM
3:15 PM - 4:15 PM
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Double Session: Planned Giving Deep Dive
Starting & Growing a Planned Giving Program
Mary Stahl & Lisa Welch
Washington University in St. Louis | Washington University in St. Louis
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Classroom 130
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Surviving and Thriving the "Silver Tsunami" 2nd Wave
Renee Durnin, CFRE
The Stelter Company
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Classroom 130
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| Corporate & Foundation Relations |
Building an AI-Assisted Grant Project: From Setup to Proposal - Part 2
Note: This is the second part of a two-part, hands-on workshop. Attendees are encouraged to attend both sessions to gain the full benefit of the training and walk away with a functional AI-assisted grant writing setup tailored to their organization.
Fielding Jezreel, MSW, GPC & Dr. Barbara Primm
Jezreel Consulting and Federal Grants Accelerator | All Things Business
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Clark Fox Forum
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| Nonprofit Leadership |
From Visioning to Reality: Resiliency
Eulonda Nevels
EMD Consulting
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Classroom 100 - Brown School
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| Nonprofit Leadership |
Power of Service: How Volunteers Shape Our Community
Beth Ann Riechman
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Classroom 60
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| Professional Development |
The Importance of Strategy in a Time of Uncertainty
Jason Huff, CFRE & Elizabeth Pickard
The Rome Group | The Rome Group
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Classroom 70
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Thursday, August 7, 2025
7:00 AM: Registration Check-in and Breakfast
Breakfast is included with your registration fee
8:00 AM - 9:15 AM: Welcome & Morning Keynote
| Keynote |
Campaign Conversations: Insights from the Frontlines of Major Fundraising Initiatives
Moderator: Russ Austin
Washington University in St. Louis
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Clark Fox Forum
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9:15 AM - 9:30 AM: Break
9:30 AM - 10:30 AM: Breakout Session One
| Annual Giving |
How to Build a Smart Leadership Annual Giving Program
Christina Weyers
Churchill Center & School
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Classroom 60
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| Major Gifts & Planned Giving |
The Art & Science of Major Giving
Jeff Shaw, CFRE
Prairie View A&M University
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Classroom 130
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| Corporate & Foundation Relations |
Beyond the Report: Creating a Relationship-Driven Grant Culture
Heather Kemper, MFA, CFRE, ACNP & Andrea Flanigan
Miriam School and Learning Center | Miriam School and Learning Center
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Classroom 70
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| Stewardship & Communication |
Built to Last: Creating a Donor Experience that Drives Retention
Katie Mendez
Built to Raise
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Clark Fox Forum
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| Professional Development |
Reimagining Organizations and Systems through Identities and Storytelling: Channel Your Chapter
Dr. Lydia Bullock
Girl Scouts of Eastern Missouri
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Classroom 100 - Brown School
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10:40 AM - 11:40 AM: Breakout Session Two
| Annual Giving |
Millennial Philanthropy: More Than Avocado Toast & Lattes
Holly Hull Miori, PhD
University of Missouri–St. Louis
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Clark Fox Forum
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| Major Gifts & Planned Giving |
Operationalizing Prospect Development: Moving Beyond Reactive Research
Felicia McCree
Jobs for the Future
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Classroom 120
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| Stewardship & Communication |
The A-Z of Making a Fund the Need
Dan Parris
Speak Up Studios
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Classroom 100 - Brown School
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| Nonprofit Leadership |
Embracing Failure as Part of Your Strategy
Jesse A. Winters, MBA
T-REX
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Classroom 130
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| Professional Development |
Know Your Worth - Navigating Compensation with Clarity & Confidence
Shannon Grass, CFRE
EMD Consulting
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Classroom 60
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11:40 AM - 12:50 PM: Lunch
Lunch is included with your registration fee
12:50 PM - 1:50 PM: Breakout Session Three
| Annual Giving |
Board as Ambassadors: Unlocking Fundraising Capacity Through Networks
Anne Ross-Weldy
New Chapter Coaching
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Classroom 120
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| Major Gifts & Planned Giving |
Setting Donors' Sights Higher
Russ Austin & Sunny Bellows
Washington University in St. Louis | Washington University in St. Louis
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Clark Fox Forum
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| Stewardship & Communication |
Stewardship That Pays Off: How Donor Care Drives Fundraising Success
Rick Sindt
Washington University in St. Louis
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Classroom 60
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| Non profit Leadership |
What a Girl Wants... Making Women the Key to Philanthropic Giving
Laura Roeseler, CFRE & Patty Senf
Mercy Health Foundation | Mercy Health Foundation
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Classroom 70
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| Professional Development |
Mental Health & Philanthropy: Let's Be Honest
Melissa Brickey
CHADS Coalition for Mental Health
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Classroom 130
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| Events |
Resilience & Reengagement: Smart Design in Turbulent Times
Amanda Zimmer, Hillary Cartwright, & Sierra Thompson
Evntiv
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Classroom 100 - Brown School
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2:00 PM - 3:00 PM: Breakout Session Four
| Annual Giving |
How to transform Workplace Giving donors into Mission Champions
Teri Brickey
National Multiple Sclerosis Society
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Classroom 120
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| Major Gifts & Planned Giving |
Campaign Readiness: Implementing an Internal Feasibility Study
Brenda Marsian, CFRE
Girl Scouts of Eastern Missouri
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Classroom 60
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| Stewardship & Communication |
Breaking Down Silos: How Shared Language Fuels Fundraising Success
Angela Marino
Relevant Thread Consulting
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Classroom 70
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| Nonprofit Leadership |
Gephardt Institute St. Louis Fellows: Impact of Community Partnership
Stephanie Kurtzman
Gephardt Institute for Civic & Community Engagement, Washington University in St. Louis
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Classroom 130
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| Professional Development |
Getting to the Suite Spot
Cynthia D. Danley, MA, MBA
Jackson Danley, LLC
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Clark Fox Forum
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| Nonprofit Leadership |
If You Give a Board a Cookie
Eric Moraczewski & Casey Jolley
NMBL Strategies | NMBL Strategies
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Classroom 100 - Brown School
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3:10 PM - 4:10 PM: Closing Keynote Panel
| Keynote |
Funding Forward Panel: Insights from St. Louis' Leading Philanthropic Voices
Moderator
Rachel D'Souza
Gladiator Consulting
Panelists
Dr. Jason Purnell, PhD
James S. McDonnell Foundation
Elke Buckland
The Saigh Foundation
Barbara Carswell
YouthBridge Community Foundation
Scott Baier
Edward Jones
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Clark Fox Forum
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4:30 PM: Wine & Cheese Reception
