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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 

Five 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

Track Three:

The CEO Corner

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

12:00 p.m.

SOCIAL LUNCH

1:00 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

2:15 p.m.

BREAK

2:30 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

3:30 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)

8:30 a.m.

BUZZ SESSIONS

  • Partnership and Resilience: Navigating through Clinician Burnout with Sarah Burdi and Susan Attwell

  • Find Funding to Address Health Disparities in Disadvantaged Communities with Cindy Reynolds

  • Partnership and Stewardship: The Benefit of Expressing Gratitude to Your Donors with Linda Roszak Burton

  • Nike & Apple / Taco Bell & Doritos / Your Organization & the Community Non-Profit with Amy Dorrill

  • What You Must Do Now and Next to Ensure Your Database is  HIPAA Compliant with Debbie Ferguson

  • 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

Speakers: 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

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