ACTION - Becker will try to find out why postage is increase Keynote Speaker & Glenmoor In-Kind Gretchen Fernandez is the new contact person; – someone needs to be assigned to make that follow up call; Kristi Wood Call for Breakout Speakers Breakout Session 1 8:45 9:45 (Room Assignment in BOLD) – – Room A - Don’t Be Afraid: Major Gifts Made Easy Presented by Rory Green … - Fundraiser Grrl & Associate Director, Advancement for the Faculty of Applied Science, Simon Fraser University Room B - Making Your Case for Support Something to Roar Presented … by Aly Sterling, CFRE - President & Founder, Aly Sterling Philanthropy Room C - Crisis Communications - When Bad Things Happen to Good Agencies Presented by Tom Speaks - Principal & Co-Founder, Impact … Group Breakout Session 2 10:00 11:00 (Room Assignment in BOLD) – – Room A - Lions, Tigers & Bears - The ""Live"" Ask Presented by Mike … Schmidt, CFRE - Executive Vice President & Partner, Cramer & Associates & Michelle Cramer, CFRE - President & CEO, Cramer & Associates " Room B - Trends and Tactics in Planned Giving Presented by Daniel L. … Bonder, JD, MBA, CFP - Planned Giving Consultant, Donor Motivation Program Room C - Data - Your Guide Through the Fundraising Jungle Presented by … Heather R. McGinness, CNM, CFR - Senior Consultant - Account Executive, Meyer Partners ACTION Wendy and Laura Jo will follow up to confirm the speakers – Sponsors – $9,000 budget; $5,750 received to date ACTION Committee members need to follow up ASAP need to have the – – confirmations no later than February 11 in order to get the sponsor logos in the printed material CSI Logistics will be on the agenda for next meeting NEXT MEETING Thursday, February 19, 2015 AT MERCY MEDICAL CENTER – Meeting Adjourned at 5:14 PM Respectfully submitted, Larry Becker, CFRE AFP NEO CSI Meeting Minutes
ACTION - Becker will try to find out why postage is increase Keynote Speaker & Glenmoor In-Kind – Gretchen Fernandez is the new contact person; someone needs to be assigned to make that follow up call; Kristi Wood Call for Breakout Speakers Breakout Session 1 – 8:45 – 9:45 (Room Assignment in BOLD) Room A - Don’t Be Afraid: Major Gifts Made Easy … Presented by Rory Green - Fundraiser Grrl & Associate Director, Advancement for the Faculty of Applied Science, Simon Fraser University Room B - Making Your Case for Support Something to Roar … Presented by Aly Sterling, CFRE - President & Founder, Aly Sterling Philanthropy Room C - Crisis Communications - When Bad Things Happen to Good Agencies … Presented by Tom Speaks - Principal & Co-Founder, Impact Group Breakout Session 2 – 10:00 – 11:00 (Room Assignment in BOLD) Room A - Lions, Tigers & Bears - The ""Live"" Ask … Presented by Mike Schmidt, CFRE - Executive Vice President & Partner, Cramer & Associates & Michelle Cramer, CFRE - President & CEO, Cramer & Associates " Room B - Trends and Tactics in Planned Giving … Presented by Daniel L. Bonder, JD, MBA, CFP - Planned Giving Consultant, Donor Motivation Program Room C - Data - Your Guide Through the Fundraising Jungle … Presented by Heather R. McGinness, CNM, CFR - Senior Consultant - Account Executive, Meyer Partners ACTION – Wendy and Laura Jo will follow up to confirm the speakers Sponsors – $9,000 budget; $5,750 received to date ACTION – Committee members need to follow up ASAP – need to have the confirmations no later than February 11 in order to get the sponsor logos in the printed material CSI Logistics will be on the agenda for next meeting NEXT MEETING – Thursday, February 19, 2015 AT MERCY MEDICAL CENTER Meeting Adjourned at 5:14 PM Respectfully submitted, Larry Becker, CFRE AFP NEO CSI Meeting Minutes
CSIminutes.docx