AFP Tampa Bay Conference

Tuesday, September 17, 2024

Suncoast Hospice/Empath Health

Conference Schedule:

Conference Fee: AFP Members $99, Guests $130

(includes digital headshot, coffee, light breakfast and lunch)

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Thank you to our sponsors!

Empath Health/Suncoast Hospice

St. Pete Bagel Co. & The Allen Family

Lauren Elliott, Director of Planned Giving Georgia State University	The Power of a Survey Learning Objectives: What will attendees know or be able to do at the end of your session? Draft a planned giving survey. Create three or more cultivation emails that continue the conversation started by the survey. Understand how to use the results of the survey and follow-up communications to qualify donors. Description: In a dream world I could walk beside prospects, tapping them on the shoulder every day or so to ask, "Is now the right time for you to make a planned gift?" While (thankfully) I cannot do that, I can create a simple campaign that 1) prompts donors to reflect on their deep connection with my organization 2) uncovers planned gifts that have already been documented by the donor but of which the organization is unaware 3) starts a conversation with donors who are considering making a planned gift to my organization. You will walk out of this session with a drafted planned giving survey and three cultivation emails, better equipped to decide if a survey is right for your shop and whether or not it is something you want to outsource. Laptops are encouraged.
Ian M. Adair, MS, CNP, ACNP, Director, Leadership Development & Credentialing Association of Fundraising Professionals (AFP-Global)	Empowering Change: Transforming Organizational Goals and Professional Growth through Committee Work Nonprofit board committees can either be a source of great frustration or great success. Committee members are looking for strong staff leadership. To effectively lead a committee, you must maintain a level of structure and control, but doing so can come with challenges. This session will focus on key areas of leadership essential to managing organizational committees. We will explore both the internal and external factors that can be barriers to success, as well as the three essential focus areas to running effective committees - communication, organization, and appreciation. Committee work also offers fundraisers a great opportunity for professional growth and development. In the second half of this session, we will dive into how these experiences can support and cultivate a growth mindset, your personal brand, and learning agility skills - each are important elements in a fundraiser’s development as a strategic leader.
Taylor Traviesa Baker, Interim Vice President Development & Major Gifts Jocelyn Koenig, CFRE, Executive Director, Operations & Donor Engagement Jamie Powell, Executive Director of Events & Corporate Partnerships	Tampa General Hospital – Gala and Special Events Case Study Learn how Tampa General Hospital Foundation’s special events have evolved over the years from pre-Covid to post-Covid. The TGH Foundation team will discuss the success of their previous special events fundraising model, and what changes they have made to increase their return-on-investment, including a game-changing decision to eliminate all night-of revenue enhancers from their gala (including live and silent auctions, Bid-from-the-Heart, 50/50 raffle, wine pull, other games). The team will share how leadership and board members were involved with, and how they reacted to these changes and most importantly, how did their donors and attendees respond? They will provide us with some gala performance metrics and how they are planning to utilize all of their special events for both annual and campaign fundraising. Join us for this lively case study panel, Q&A, and learn how you might implement some of these changes in your organization.

SPEAKER BIOS

Lauren Elliott - I found my way into fundraising via my love for the arts, but I stayed because of my love for donors and the impact individual generosity can make on an organization. Over my 15 years in fundraising, I’ve zoomed in on my strength in creating efficient processes that lead to more money being raised for an organization’s mission. After time at the High Museum of Art, Atlanta Ballet, and American Ballet Theatre, I am thrilled to now be a part of University Advancement at Georgia State University.

Ian Adair has spent a career building successful nonprofits. Ian is a three-time nonprofit CEO, TEDx speaker, and recognized expert in leadership, fundraising, and nonprofit management. Over his 25+ year career he has raised tens of millions of dollars, managed regional and national programs, and presented at more than 200 conferences and events around the world. Ian is also a speaker, author, and advocate concerning mental health and wellness in the workplace and works with organizations around the country to improve employee engagement, recognition, and retention – with the goal of enhancing the employee experience. Ian is one of the leading voices in a movement to encourage nonprofit and corporate leaders to take bold action to support the health and well-being of our workforce.

Ian is the Director of Leadership Development and Credentialing at the Association of Fundraising Professionals global office in Arlington, Virginia. Ian is currently leading AFP’s largest leadership development effort to date to support the next generation of fundraising leaders to fill the ever-growing leadership gap currently happening across the nonprofit sector.

Taylor Baker - Taylor serves as the Interim Vice President of Development for Tampa General Hospital’s Foundation with a fundraising focus on Behavioral Health, the Heart & Vascular Institute, the Women’s Institute, and the Muma Children’s Hospital. Her non-profit career began as an intern at Johns Hopkins All Children’s Hospital in 2008 while attending college. After graduation, she accepted a full-time position with All Children’s and gained experience in management, event oversight, major gifts, grateful patient program development and the strengthening of faculty engagement in philanthropy during her 9-year tenure with the organization.

In 2019, she joined the TGH Foundation team as Director of Development and was promoted to Senior Director of Development in 2022. Taylor graduated from the University of Florida with a Bachelor of Science in Public Relations and has an MBA from the University of South Florida Muma College of Business. She is a Certified Fundraising Executive (CFRE), former board member of the St. Petersburg Chamber of Commerce, Leadership St. Pete Class of 2014 alumni, UF Florida Blue Key alumni, named a Tampa Bay Business Journal Up and Comer, is active in the Junior League of Tampa, the Tampa Bay Chamber’s Women of Influence and Public Policy Council and a member of the 2022 Class of LEAD TGH.  She was named a top 40 under 40 award winner by the Association of Healthcare Philanthropy in 2023. She has previously served on the AFP Tampa Bay’s Board as Ethics Chair.  She is a Tampa Bay native and enjoys spending time outside with her husband, Joey, son, Wilder, and daughter, Poppy.

Jocelyn Koenig - Jocelyn Koenig has worked in nonprofit development for nearly twenty years, with experience in annual giving, major gifts, advancement services, prospect research, events, and analytics. Prior to joining TGH in 2016, Jocelyn helped launch All Children’s Hospital’s capital campaign, led Eckerd College’s annual giving efforts during its $80M campaign, and led Tampa’s first day of giving, Give Day Tampa Bay. Jocelyn was one of the first in the country to become Blackbaud Certified (bCRE-Pro) and has held her CFRE since 2017. Jocelyn has served on several nonprofit boards, including Guardian ad Litem Foundation, Creative Clay, and the Nash Foundation. Jocelyn finds joy in the ability to “pay forward” the good health of her husband, Darren, who received a life-saving heart-lung transplant 20 years ago. Along with their son, Edan, named after Darren’s organ donor, they are proud donors to the TGH Transplant Program.

Marcy Kornfeld - Marcy Kornfeld joined the TGH Foundation in 2019 and has almost twenty years of nonprofit event planning experience. In her first role out of college she worked at a private school in Los Angeles with many notable alumni and parents, and quickly learned that the guest experience is a key factor to fundraising success. In her previous role at the University of South Florida, she developed, managed, and executed logistics for over 50 programs annually including career highlights of commencement activities and renting a body of water for a concrete canoe competition. Her strategic vision, flexibility, relationship skills and creativity can directly relate to the success she has seen within her special events at TGH. Marcy was a member of the LEAD 2023 class of TGH’s leadership platform for professional growth. She serves on multiple local boards, dabbling in roles other than event planning. Marcy is originally from Southern California and holds a bachelor’s degree in Sociology from Sonoma State University. When not at TGH, you can find Marcy spending time with her husband Brian sharing their love of live music, traveling, trying new restaurants, and spending countless hours at youth sporting events with their twin boys who were born at TGH in 2014.

Frann Leppla - Frann Leppla believes that world-class healthcare has the greatest ability to improve lives and strongly advocates for philanthropic investment as the fuel for health systems to provide such care. Joining the Tampa General Hospital Foundation in 2018, Leepla brings over 12 years of both for-profit and non-profit exeutive leadership to her role. As the Senior Vice President and Chief Philanthropy Officer, she is a dynamic leader who directs sustainable fundraising initiatives to benefit the Tampa General Hospital (TGH) system and its patients.

Before joining the Foundation, Frann served as the Senior Director of Development at USF Health, helping the University of South Florida reach $1.1 billion in capital for its “unstoppable” campaign. From 2011-2016, she was the director of Development and Strategic Initiatives for the Herbert Wertheim College of Engineering at the University of Florida where she led a $300 million targeted campaign as part of the University’s overall $1.72 billion capital campaign, “Florida tomorrow”. With expertise working with both health care and higher education organizations, Leppla offers a unique perspective, especially valuable within academic medical centers such as TGH. Leppla came to non-profit advancement following a highly successful 16-year sales and sales leadership career in private industry.

The TGH hospital system is currently undergoing the most transformational period in its history as it expands the depth and breadth of its services, increases its geographic footprint, and assembles new alliances. Under Leppla’s hand, the TGH Foundation has launched its first ever fully comprehensive campaign --- ELEVATING EXCELLENCE: Innovating Tomorrow’s TGH --- which is a six-year, $200M initiative that is the catalyst to build modern and technologically advanced facilities, programmatic support for key strategic priorities, and system-wide initiatives which will further advance the mission of the institution.

Jamie Powell - Jamie Powell joined the Tampa General Hospital Foundation in April 2015 as the Special Events Manager and during her tenure, she helped increase event income to the highest levels in history. Jamie utilized her relationships with corporations to develop the Corporate Philanthropy Partners program in February 2021, which has increased corporate giving year over year. She was promoted to Executive director, Events & corporate Partnerships in 2022. Her career in non-profit development began in 2007 and has spanned programming, events, fundraising, leadership, and volunteer management. Prior to joining the TGH family, Jamie worked as the Associate Director of Alumni Relations & Special Events for Nova Southeastern University and Development Manager for the American Cancer society. Jamie holds a bachelor’s degree from the University of Central Florida, and her MBA from Nova Southeastern University. She enjoys traveling, hiking, camping, and has a goal of visiting all of the national parks with her husband Patrick and sons, Owen and Michael, who were both born at TGH.