Page 1

Annual Meeting of Members

2019

AUG. 12-14 INDIANAPOLIS

North American Interfraternity Conference • Foundation for Fraternal Excellence


TABLE OF CONTENTS 1 Hotel and Event Maps 2-5 Schedule at a Glance 6 Welcome 7

Support Foundation for Fraternal Excellence

9-29 Full Program Schedule 30-43 About the Presenters 45 NIC and FFE Leadership 46-47

NIC Services & Priorities NIC Member Organizations

48-49 NIC Awards of Distinction 52

FFE Strategic Initiatives 2019-21 FFE Member Organizations

53 FFE Awards of Distinction 54-55 NIC Alliance Partners 56-57 FFE Alliance Partners 60

NIC Education and Leadership Programs

61

FFE Education and Leadership Programs

62

2020 Seminar/Annual Meeting Dates


Indianapolis, Indiana 46225 USA

Toll-free: Sales:

+1 317-822-3500 +1 317-822-8554

HOTEL AND EVENT MAPS FIRST FLOOR

7/15/2019

Meeting Rooms and Banquet Halls Indianapolis | Indianapolis Marriott Downtown

Indianapolis Marriott Downtown 350 West Maryland Street Indianapolis, Indiana 46225 USA

Phone: Fax: Toll-free:

+1 317-822-3500 +1 317-822-1002 +1 317-822-3500

Sales:

+1 317-822-8554

SECOND FLOOR

https://www.marriott.com/hotels/event-planning/business-meeting/indcc-indianapolis-marriott-downtown/#m-capacity-container

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INDIANA ROOF BALLROOM The FFE Awards of Distinction Dinner will be at the Indiana Roof Ballroom, 140 W. Washington St.

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DUAL PROGRAM Key:

SCHEDULE

Shared program

NIC-specific program

AT A GLANCE

FFE-specific program

SUNDAY, AUGUST 11 8:30a.m.–1 p.m.

Registration

Registration 2

9:30 a.m.–5:30 p.m.

FFE Board of Directors Meeting

Offsite

10 a.m.–4:15 p.m.

FGA Symposium

Santa Fe

4:15–5:00 p.m.

FGA Member Meeting

Santa Fe

MONDAY, AUGUST 12 7 a.m.–4:30 p.m.

Registration

Registration 2

7–8 a.m.

NIC Governing Council Breakfast — Invitation only

Marriott 8-9

8–9 a.m.

FFE Board of Directors and Seminar Committee Kick-Off Breakfast — Invitation only

Denver

8–11:30 a.m.

Alliance Partner Hall Set-Up

Marriott & Denver Foyers

8–11:30 a.m.

NIC 101 — Part 1

Marriott 7

8 a.m.–2:15 p.m.

NIC Governing Council Meeting — Invitation only

Marriott 8-9

11:30–11:45 a.m.

Alliance Partner Hall and Networking Break

Marriott & Denver Foyers

11:45 a.m.–12:30 p.m. NIC Lunch

Lincoln & Santa Fe

12:30-2:30 p.m.

NIC 101 — Part 2

Marriott 7

1-2:30 p.m.

FFE Opening Keynote:

Marriott 5-6

Being Donor-Centered in Changing Times … How to Raise More Money in a Changing Donor Environment 2:30–3 p.m.

Alliance Partner Hall and Networking Break

3–4 p.m.

FFE Breakout Sessions I:

Marriott & Denver Foyers

Acquire, Capture and Upgrade Donors through Stewardship

Marriott 9

Board Track: Deep Dive Meet & Greet

Lincoln

Double Your Major Gifts and Dramatically Improve Your ROI

Marriott 8

Engaging Next Generation Donors

Marriott 7

Managing Reserves When Cash Flows are Uneven

Denver

Talent Retention and Recruitment: Ready, or Not?

Santa Fe

3–4 p.m.

NIC Meeting of Members

Marriott 1-4

4–4:30 p.m.

Alliance Partner Hall and Networking Break

Marriott & Denver Foyers

4:30–5:30 p.m.

FFE General Session:

Marriott 5-6

Business Meeting and The State of Fraternity and Sorority

2

5:30–6:30 p.m.

Welcome Reception — Dinner on your own

Marriott & Denver Foyers

6:30-7 p.m.

Joint Board and Diamond Partner Reception with NIC Gold Medal Presentation — Invitation only

Kentucky

North American Interfraternity Conference • Foundation for Fraternal Excellence


TUESDAY, AUGUST 13 7–11:30 a.m.

Registration

Registration 2

7:30–8:30 a.m.

Flat Hat Breakfast — Invitation only

Conner’s Kitchen

7:30–8:30 a.m.

NIC/FFE Breakfast

Marriott 5-6

8:30–9:30 a.m.

FFE General Session: Industry by the Numbers

Marriott 5-6

8:30–9:30 a.m.

NIC Breakout Sessions I: Essentials of Strategic Management — Part 1

Austin/Boston

Governmental Relations Update

Kentucky

Health and Safety Update: Beyond the Guidelines

California

9:30–10 a.m.

Alliance Partner Hall and Networking Break

10–11 a.m.

FFE Breakout Sessions II: A Case Study on Moving Forward Together

10–11 a.m.

Marriott & Denver Foyers Marriott 7

Board Track: Building a More Engaged Board

Lincoln

Funding Communications, Leadership and Other Educational Aspects of Recruitment with Foundation Grants

Santa Fe

The Nuts and Bolts of Campaign Planning

Marriott 9

The Push and Pull of Enterprise Communications

Marriott 8

Why is Wealth Data Really Hard?

Denver

NIC Breakout Sessions II: Essentials of Strategic Management — Part 2

Austin/Boston

Legal Trends and Updates

California

Trends and Research in Higher Education

Kentucky

11-11:30 a.m.

Alliance Partner Hall and Networking Break

Marriott & Denver Foyers

11:30 a.m.-1 p.m.

NIC/FFE Lunch and Keynote:

Marriott 5-6

Using Data to Optimize Your Fundraising 1–1:30 p.m.

Alliance Partner Hall and Networking Break

1:30–2:30 p.m.

FFE Breakout Sessions III:

1:30–4:30 p.m.

Marriott & Denver Foyers

A Case Study on Reinvigorating an Established Foundation

Indiana F-G

Are Your Chapters Crowdfunding?

Indiana A-B

Best Practices in Establishing and Managing Restricted Funds

Denver

Data Driven Decisions

Santa Fe

Your Next Planned Gift is Just a Phone Call Away!

Indiana E

FFE Breakout Sessions III and IV:

Lincoln

Board Track: Transformational Trustee Workshop 2:30–3 p.m.

Alliance Partner Hall and Networking Break

3–4 p.m.

FFE Breakout Sessions IV: 8 Ideas to Grow, Improve and Optimize Your Recurring Giving Program

Indiana A-B

A Case Study on Getting Things Moving in a Small Shop

Indiana F-G

Benchmarking, Investment Performance and Donor Stewardship

Denver

Benefits and Barriers of Managing a Remote Team

Indiana E

The Integrated Chapter House Campaign

Santa Fe

5–5:30 p.m.

FFE Board of Directors Reception — Invitation only

5:30–6:30 p.m.

FFE Awards of Distinction Reception The Indiana Roof Ballroom is located about a five minute walk from the Marriott in the Indiana Repertory Theater building.

6:30-9 p.m.

Marriott & Denver Foyers

FFE Awards of Distinction Dinner

North American Interfraternity Conference • Foundation for Fraternal Excellence

Indiana Roof Ballroom Indiana Roof Ballroom 140 W. Washington St. Indiana Roof Ballroom

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North American Interfraternity Conference • Foundation for Fraternal Excellence


WEDNESDAY, AUGUST 14 7:30–8:15 a.m.

Alliance Partner Advisory Meeting

Santa Fe

7:30–8:30 a.m.

FFE Breakfast

Indiana Ballroom

FFE Workshops: Board Track

Lincoln

8:30–9:30 a.m.

Do You Have a High-Performing Board? Measuring Success — Part 1

9:30–10:30 a.m.

High-Performing Board Panel — Part 2

8:30–10:30 a.m.

FFE Workshops: Digital Stewardship: How to Incorporate Digital Channels into your Stewardship Plans

California

Online Fundraising - What You Need to Know Based on 1600 Experiments

Kentucky

To Campaign, Or Not to Campaign, That is the Question

Utah

8:30–10:30 a.m.

Roundtables: FFE Awards of Distinction Winners

Santa Fe

10:30-11 a.m.

Alliance Partner Hall and Networking Break with Coffee and Snacks

Marriott & Denver Foyers

11 a.m.-12 p.m.

FFE Closing Session: Action Planning and Taking It All Home

Indiana Ballroom

12-1 p.m.

Alliance Partner Hall Tear-Down

Marriott & Denver Foyers

12:15-1 p.m.

FFE Board of Directors and Seminar Committee Lunch Debrief — Invitation only

Santa Fe

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WELCOME Thank you for joining us in Indianapolis for the North American Interfraternity Conference Annual Meeting of Members and the Foundation for Fraternal Excellence Seminar.

Hosting the two programs concurrently allows for shared growth in relationships and experiences that further the synergy between fraternities/sororities and their foundation partners. Participants of the dual experience over the past three years have shared what they find most valuable, and we hope you find the same outcomes over the next few days:

• • •

Specialized professional development opportunities that help you gain knowledge that will advance your organization and you personally Overview of strengths, challenges and trends in the fraternal community Networking with peers, colleagues and our valued Alliance Partners

For more than 25 years, Seminar has served as the FFE flagship program. It provides fraternal foundation professionals and volunteers a forum to collaborate on topics that uniquely advance our organizations’ missions. The Annual Meeting of Members is the yearly gathering of NIC fraternities in which they conduct the business of the Conference and collaborate on issues that affect the industry. We encourage you to like the Foundation for Fraternal Excellence and North American Interfraternity Conference pages on Facebook and follow @foundationfeorg and @nicfraternity on Twitter. Please tag us in your pictures, inspiring quotes and learning moments using #FFEseminar and #NICAM19. We would like to thank you for attending the NIC Annual Meeting or FFE Seminar — or both! — and sharing your expertise and experiences. As the fraternal community’s leaders, you have the vision, knowledge and experience to help the industry improve and grow.

JUDSON HORRAS President & CEO

North American Interfraternity Conference

FFE

Foundation for Fraternal Excellence

SEMINAR PLANNING COMMITTEE

KATIE BOYD

Former Programs Manager, Kappa Delta Foundation

SARAH CONE

EMILY MUSSER

Vice President-Client Relations, AMG National Trust Bank

MEGHAN PADEN

Director of Development Operations, Alpha Delta Pi Foundation

Executive Director, Sigma Sigma Sigma Foundation

JAMIE LAW

Executive Director, Alpha Omicron Pi Foundation

KATE MORALES

Fraternal Industry Advisor, Billhighway | greekbill

ADAM MORGAN

Chief Development Officer, Purdue University School of Industrial Engineering

Development Manager, Alpha Gamma Delta Foundation Former Program Specialist, Delta Gamma Foundation

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ALLISON RICKELS, CFRE Board President

Senior Director of Development, Phi Kappa Psi Foundation

KRISTIE RYAN

STACI SKOOG

PHILIP THORNTON

North American Interfraternity Conference • Foundation for Fraternal Excellence


SUPPORT FFE FFE

DONORS

We are so grateful to our donors for their gifts made in support of the FFE Strategic Priorities to advance and sustain the future of fraternal organizations! Includes gifts made September 1, 2018, through July 26, 2019 LEADERSHIP CIRCLE

INVESTMENT CIRCLE

($1,000 OR MORE)

($500 TO $999)

ADVANCEMENT CIRCLE

Alpha Chi Omega Foundation

Diane Hawkins Eggert

Chi Omega Foundation

Ginger Hicks Smith

Delta Gamma Foundation

Judson Horras

Kappa Alpha Theta Foundation

Marsha King Grady

Mike McRee

Kappa Kappa Gamma Foundation

Mike Mayer

Brian Breittholz

Allison Rickels

COLLABORATION CIRCLE

Joe Budde, Jr.

Ben Satcher, Jr.

Jason Butler

Jennifer Webb

John Christopher

($250 TO $499) Will Foran

($100 TO $249) Katie Boyd Sarah Cone

Liana Mitchell Wallace

Kitty deKieffer

Philip Thornton

THANK YOU! Now more than ever, our campuses, workplaces and communities need strong, values-driven leaders. Because a healthy, positive fraternity/sorority experience acts as an incubator for leadership and personal development, the FFE has a responsibility to protect and preserve the integrity of that experience. FFE delivers on this responsibility through its strategic priorities: Culture of Care, Capacity Building, Community and Data-Driven Decision Making. For more information, read on page 52 about these renewed strategic priorities of the Foundation.

HOW TO DONATE Visit foundationfe.org/give to make a gift online or stop by the registration area to give onsite! Donors giving at the Collaboration Circle level or higher will receive an FFE lapel pin to proudly wear throughout Seminar and beyond.

North American Interfraternity Conference • Foundation for Fraternal Excellence

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DUAL PROGRAM

FULL SCHEDULE

This section includes the full schedule for NIC Annual Meeting of Members and FFE Seminar. Dual Program Experience registrants may attend any program on the schedule. NIC-oriented programs are in blue. FFE-oriented programs are in gold.

FFE Breakout Topic Areas indicated by icon

Management

Stewardship

Communication Engagement

Fundraising

Finance

SUNDAY, AUGUST 11 8:30 a.m. -1 p.m.

Registration

9:30 a.m.–5:30 p.m.

FFE Board of Directors Meeting

10 a.m.–4:15 p.m.

FGA Symposium

SANTA FE

4:15-5:00 p.m.

FGA Member Meeting

SANTA FE

REGISTRATION 2 OFFSITE

MONDAY, AUGUST 12 7 a.m.–4:30 p.m.

Registration

7–8 a.m.

NIC Governing Council Breakfast — Invitation only

8–9 a.m.

FFE Board of Directors and Seminar Committee  Kick-Off Breakfast — Invitation only

8–11:30 a.m.

Alliance Partner Hall Set-Up

8–11:30 a.m.

NIC 101 — Part 1

REGISTRATION 2 MARRIOTT 8-9 DENVER

MARRIOTT & DENVER FOYERS MARRIOTT 7

Helen Lahrman, VP of Campus Operations, North American Interfraternity Conference

Training/accreditation program for fraternity staff and volunteers who work directly with students. Learn how to maximize your NIC membership. 8 a.m.–2:15 p.m.

NIC Governing Council Meeting — Invitation only

11:30–11:45 a.m.

Alliance Partner Hall and Networking Break

11:45 a.m.–12:30 p.m.

NIC Lunch

12:30-2:30 p.m.

NIC 101 — Part 2

North American Interfraternity Conference • Foundation for Fraternal Excellence

MARRIOTT 8-9 MARRIOTT & DENVER FOYERS LINCOLN & SANTA FE MARRIOTT 7

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With Alpha Fraternity Management, you can feel confident your assets are being looked after with the same care as you would. ALPHA FRATERNITY MANAGEMENT

alphafraternitymgmt.com 1-833-ALPHA00

The successful management of chapter houses is time­ intensive and demanding. Alpha Fraternity Management delivers the programs, specialized services, experienced oversight, and member/parent communication required to help you maintain a stable chapter environment with less work and worry. Alpha Fraternity Management has been helping chapters fund repairs and capital improvements, create stronger membership and alumni boards, and ensure a sustainable foundation for over 25 years. We've come across nearly every scenario and developed an expertise in navigating the challenges of fraternity management.

Boots on the Ground

How? One way is our unique Boots on the Ground Package. This full-service management program includes Business Management, Member Services, an Annual Property Assessment, and a Damage Accountability Program. But what makes us stand out is the addition of a local Facility Manager to coordinate maintenance and repairs and keep a watchful eye on your investment. We know it's a big decision to trust your members, finances, history, and image to someone else. Give us a call and let's have a no-strings-attached discussion about how we can help you increase revenue generation, stabilize day-to-day operations, and deliver a better housing experience.


1-2:30 p.m. FFE OPENING KEYNOTE

Being Donor-Centered in Changing Times …  MARRIOTT 5-6 How to Raise More Money in a Changing Donor Environment Penelope Burk, President, Cygnus Applied Research

In a rapidly evolving world, fundraising cannot shield itself from change. But making the right choices when resources are limited and competition is fierce is the challenge that every professional fundraiser faces. Luckily, today’s donors are much more specific about what inspires their philanthropy and they have more money to give – in some cases, lots more money – if they get the donor-centered things they need.

Burk

In Being Donor-Centered in Changing Times, Penelope Burk returns to the FFE Seminar with new research on what motivates donors to start giving, remain loyal longer and move their giving from modest to generous sooner. Of particular interest to foundation staff and volunteers, Penelope will talk about stewarding young donors’ philanthropy. 36% of all donors she surveyed last year said they held their philanthropy back; and the ones most likely to say they were giving less than they could were under the age of 35. Penelope will round out her keynote address with new research findings in the most important of all fundraising programs – planned giving. Her latest research reveals why a third of donors surveyed are real prospects for bequests and what fundraisers (even young professionals) can do to turn donors’ interest into lucrative commitments.

2:30–3 p.m.

Alliance Partner Hall and Networking Break

3–4 p.m.

Double Your Major Gifts and Dramatically Improve Your ROI

FFE BREAKOUT SESSIONS

MARRIOTT & DENVER FOYERS MARRIOTT 8

Mark Wilkison, Principal and Partner, Columns Fundraising; Wes Wicker, Principal and Partner, Columns Fundraising

Do you know what your ROI is both collectively and for each segment of your fundraising program? Even though we know that the ROI of major gift programs is most likely the highest, Greek organizations continue to under-invest in this area. Join us as we explore ways to increase investment in high ROI major gift fundraising, while at the same time working on growing the annual fund to provide a pipeline of future major gift donors.

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3–4 p.m. FFE BREAKOUT SESSIONS

Acquire, Capture and Upgrade Donors through Stewardship

MARRIOTT 9

Aaron Parker, Vice President, Pennington & Company; Allison Rickels, Executive Director and CEO, The FarmHouse Foundation

Donor stewardship is an essential component in any development program. Not only is it important after the gift, but how does it play a role in acquisition, retention and upgrading of donors? Not only will we review current and best practices for an effective donor stewardship program, but how can we leverage language and process to remind donors of the transformative nature of their experience while highlighting the future impact of their gift. A new approach doesn’t have to be difficult, but how are we utilizing stewardship in our current processes for the most impact on our current donors? This session will also illustrate the value in a working relationship between Pennington & Company’s local housing campaign, and the important work of Foundation staff to maximize support.

Engaging Next Generation Donors 

Felicity Meu, Director of Partner Success, GiveCampus

MARRIOTT 7

The days when donors would send a check simply based on their institutional loyalty are fading. Donors now demand a more engaging and meaningful online giving experience. Today’s donors (millennials especially) want to know that their gift is making an impact and that they are part of a community helping to move the organization forward. This presentation will illuminate some of the characteristics of the emerging generation of donors as well as proven tactics to meaningfully engage them and cut through the noise.

Managing Reserves When Cash Flows are Uneven 

DENVER

Colleen Doremus, Director, SunTrust Bank Foundations and Endowments Specialty Practice; Laura Galaida, First Vice President – Client Manager, SunTrust Bank Foundations and Endowments Specialty Practice

Many foundations and grantmaking organizations struggle with issues surrounding cash management: what is the appropriate allocation of funds between short-term reserves and long-term endowments? How much should an organization like ours retain in operating reserves? How do we demonstrate and document our fiduciary oversight to the board and our donors? In this discussion, we will discuss the importance of a strategic cash management approach. Considering interest rate increases over the last several years, foundations now have an opportunity to leverage higher yielding investment and deposit products to complement their higher endowment returns. We will share examples and case studies of similar organizations who have reevaluated their cash needs, identified more appropriate products and earned additional income all to better serve their missions.

Talent Retention and Recruitment: Ready, or Not? 

SANTA FE

Kelly Wesley Taylor, Founder, Trek Advancement; Hallee Winnie, Executive Director, Pi Beta Phi Foundation

The tsunami of leadership transition is here – are you prepared to retain and recruit talent that is critical to relationship development success? It is projected that the nonprofit sector will need to replace the equivalent of every C-suite position over the next few years. What’s causing this turnover to happen? It’s not just about Baby Boomers retiring — which they are. However, many professionals are leaving for other opportunities due to concerns of compensation and lack of development and growth opportunities in their current roles. Some turnover is good and healthy, but you must have a succession plan to deal with the inevitable. However, undesired turnover is expensive and unproductive! This session will explore the components of a good succession plan as you prepare for the inevitable and best practices to recruit and retain executive talent via compensation benchmarking and providing learning and growth opportunities for all employees.

BOARD TRACK FFE BREAKOUT SESSIONS 3–4 p.m.

Deep Dive Meet & Greet



Jen Pendleton, Vice President-Indiana, Aly Sterling Philanthropy

LINCOLN

Attendees will share detailed introductions of themselves and their foundations. Context and info on FFE will also be presented to allow attendees to make the most of their time at the conference. We will review the schedule and expectations of the sessions geared toward board members and discuss how this group can best help one another and leverage the experience, knowledge and ideas in the room.

North American Interfraternity Conference • Foundation for Fraternal Excellence

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3–4 p.m.

NIC Meeting of Members 

4–4:30 p.m.

Alliance Partner Hall and Networking Break

4:30–5:30 p.m.

FFE Business Meeting 

FFE GENERAL SESSION

NIC/FFE GENERAL SESSION

MARRIOTT 1-4

This is the annual business meeting of the Conference. Member fraternity executives and delegates should plan to attend. All agenda and business items have been electronically distributed to NIC member fraternities prior to the meeting. MARRIOTT & DENVER FOYERS MARRIOTT 5-6

Allison Rickels, Executive Director and CEO, The FarmHouse Foundation, and President, Foundation for Fraternal Excellence Board of Directors

Join the FFE Board and friends as we take a 30,000-foot view of where the organization has been, where we are and where we’re headed. We will provide an update on the FY19-21 strategic plan and launch the 2020 Cygnus-FFE Donor and Alumni Engagement Survey. This session includes the FFE Member Meeting, where we elect the Board of Directors for 2019-2020.

The State of Fraternity and Sorority 

MARRIOTT 5-6

Judson Horras, President and CEO, North American Interfraternity Conference; Dani Weatherford, Executive Director, National Panhellenic Conference

The leaders of the NIC and NPC will provide updates on the work of their conferences. 5:30–6:30 p.m.

Welcome Reception — Dinner on your own

6:30–7 p.m.

Joint Board and Diamond Partner Reception  with NIC Gold Medal Presentation — Invitation only

MARRIOTT & DENVER FOYERS KENTUCKY

TUESDAY, AUGUST 13 7–11:30 a.m.

Registration

7:30–8:30 a.m.

Flat Hat Breakfast — Invitation only

7:30–8:30 a.m.

NIC/FFE Breakfast 

MARRIOTT 5-6

8:30–9:30 a.m.

State of the Industry – Results of the Latest 990 Research 

MARRIOTT 5-6

REGISTRATION 2 CONNER’S KITCHEN

FFE GENERAL SESSION

Patrick Alderdice, CEO, Pennington & Company; Aaron Parker, Vice President, Pennington & Company.

8:30–9:30 a.m.

NIC Governmental Relations Update 

NIC BREAKOUT SESSIONS

Pennington & Company has researched, compiled and evaluated IRS Form 990 filings for fiscal years 2003 to 2018 for fraternal foundations. They will deliver the findings of their research and discuss the trends from both the administrative and donor perspectives, as well as analyze the opportunities and challenges that fraternal foundations face in regard to operations and fundraising. This session provides baseline data on the state of the industry in regards to assets, dollars raised and various expenses. It also provides comparisons to higher education and public and private foundations. This will be the starting point for further dialogue during Seminar.

Clark Brown, General Counsel, North American Interfraternity Conference

KENTUCKY

This session will provide an update on and discuss opportunities to be involved with the NIC legislative agenda and priorities, including progress on the Anti-Hazing Coalition and recently introduced federal legislation.

NIC Health & Safety Update: Beyond the Guidelines 

CALIFORNIA

Archie Messersmith-Bunting, Vice President of Campus Operations, Health and Safety, North American Interfraternity Conference

This session will discuss findings from the NIC Health and Safety pilot programs, provide an update on campus level adoption of the Health and Safety Guidelines, and discuss what we are learning related to compliance and harm reduction as we work with organizations and campuses to implement new practices. North American Interfraternity Conference • Foundation for Fraternal Excellence

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8:30–9:30 a.m.

Essentials of Strategic Management — Part 1

NIC BREAKOUT SESSIONS

Dan Wrona, CEO and Project Leader, RISE Partnerships

9:30–10 a.m.

Alliance Partner Hall and Networking Break

10–11 a.m.

MANAGING YOUR ENTERPRISE TO SUCCESS (1 OF 3): 

FFE BREAKOUT SESSIONS

AUSTIN/BOSTON

This special two-hour track from RISE Partnerships is designed for COO and Director level staff members and will focus on developing effective operational systems, structuring and supervising staff, and identifying and tracking department objectives within the organization. MARRIOTT & DENVER FOYERS

A Case Study on Moving Forward Together 

MARRIOTT 7

Sally Kimball, Executive Vice President, Chi Omega Foundation

Learn how a large foundation continues to innovate and drive for greater growth year after year. How does this all work together? Communications. Annual Giving. Stewardship. Planned Giving. Capital Campaigns. We discuss all these individually, but how do you manage an enterprise and make them all work together? Three Foundation executives share their organization’s path on how they managed every aspect of development, building out a true success story. Each presenter will share their unique way they built their own distinct narrative and how that is driving them forward. They will share their successes and failures along the way, allowing the audience to learn from their experience.

Funding Communications, Leadership and Other Educational  Aspects of Recruitment with Foundation Grants 

16

SANTA FE

Josh Orendi, Co-Founder and Chief Business Development Officer, PhiredUp | TechniPhi; John Christopher, Partner, Fraternal Law Partners; Jonathan Brant, Foundation Director, Beta Theta Pi Foundation It is possible to fund the communications, public speaking, leadership, etiquette and other training, and the associated integrated technology, with foundation grants? We’ll explain based on Fraternal Law’s legal assessment of Phired Up’s growth system conducted in 2019. The session will invite questions and discussion.


10–11 a.m. FFE BREAKOUT SESSIONS

The Nuts and Bolts of Campaign Planning 

MARRIOTT 9

Sara Cullins, Director of Development, Kappa Delta Foundation; Michelle Rabideau, Vice Chairman, Kappa Delta Foundation

Capital campaigns are composed of a well-established system of processes — case development, feasibility study, silent phase, public phase. Underneath these bolded headings are several key steps necessary to preparing for a successful campaign. The significance of conducting a financial projection analysis, educating and gaining consensus among both national boards and stewarding top leaders must not be overlooked. In this session, we will detail the steps we have taken to prepare for our capital campaign and gain the support of leadership and key donors and will provide attendees with templates they can take and use in their own campaign planning.

The Push and Pull of Enterprise Communications 

MARRIOTT 8

Deana Kaplan, Director of Communications and Direct Response, Phi Kappa Psi Foundation; Tony Vukusich, Vice President of Advancement, Delta Tau Delta Foundation

Often enterprise communications efforts can feel like participating in tug-of-war. The need for unified communications is universal; but especially within membership organizations that operate on a two-entity model. Unfortunately, in many cases communications efforts have different goals and audiences in mind. In this session, the presenters will cover strategies for establishing enterprise-wide communications efforts and accomplishable first steps for bridging the relationship gap that can exist.

Why is Wealth Data Really Hard?

Dan Stevens, Co-Founder and VP of Business Development, Windfall Data

DENVER

In this session, we will cover the deficiencies commonly identified by prospect researchers in wealth data, what makes solving these problems hard and the Windfall methodology for addressing these challenges.

17


BOARD TRACK FFE BREAKOUT SESSIONS 10–11 a.m.

10–11 a.m. NIC BREAKOUT SESSIONS

Building a More Engaged Board

LINCOLN

Jeb Banner, CEO, Boardable; Meghan Paden, Executive Director, Sigma Sigma Sigma Foundation

Many organizations struggle with board member engagement. Too many board members show up unprepared for board meetings, they check out and check email during meetings, they make commitments they don’t follow through on and generally come up short when stepping up to fundraise and advocate. This presentation will reference a proprietary study that surveyed board members and staff to better understand the challenges of board engagement and what could be done to improve it. There is no magic bullet, but the presentation will walk through 7 dimensions of board engagement with practical tips and tools to improve the board member’s experience and overall engagement.

Legal Trends and Update

CALIFORNIA

Clark Brown, General Counsel, North American Interfraternity Conference

This session will provide an update and discussion on legal trends impacting fraternities and higher education, and what it means for NIC member organizations.

Trends and Research in Higher Education

KENTUCKY

Dawn Watkins Wiese, Ph.D., Vice President and Partner, Plaid

Trends in higher education are an ever-moving target. With shifting demographics, declining budgets, the student-debt crisis and 50% of college graduates in jobs that require a college degree, all of these have an impact on today’s campus. This workshop will explore these issues, among others and how these affect fraternity/sorority.

Essentials of Strategic Management — Part 2 Dan Wrona, CEO and Project Leader, RISE Partnerships

AUSTIN/BOSTON

This special two-hour track from RISE Partnerships is designed for COO and Director level staff members and will focus on developing effective operational systems, structuring and supervising staff, and identifying and tracking department objectives within the organization. 11–11:30 a.m.

Alliance Partner Hall and Networking Break

11:30 a.m.–1 p.m.

Using Data to Optimize Your Fundraising

NIC/FFE LUNCH AND KEYNOTE

MARRIOTT & DENVER FOYERS

Brady Josephson, Vice President of Innovation and Optimization, NextAfter

MARRIOTT 5-6

Why do people give? It’s a foundational question for any fundraiser or organization but the answer, or answers, are multi-faceted and can be quite complex. This is where data from real interactions with real donors can help narrow the gap between what we think, what people say, and what donors actually do. Brady will provide a simple framework to think about data and how it can be collected, interpreted and used by any organization to better understand their donors and improve their fundraising results. Full of real experiments and examples you’ll walk away with new ideas to try and, hopefully, a better concept of how to use data to benefit your work.

Josephson 1–1:30 p.m.

Alliance Partner Hall and Networking Break

North American Interfraternity Conference • Foundation for Fraternal Excellence

MARRIOTT & DENVER FOYERS

19


1:30–2:30 p.m. FFE BREAKOUT SESSIONS

MANAGING YOUR ENTERPRISE TO SUCCESS (2 OF 3):

A Case Study on Reinvigorating an Established Foundation

INDIANA F-G

Jennifer Webb, Executive Director, Alpha Delta Pi Foundation

Learn how a medium-sized operation dusted off the cobwebs and found a new path forward, and new success. How does this all work together? Communications. Annual Giving. Stewardship. Planned Giving. Capital Campaigns. We discuss all these individually, but how do you manage an enterprise and make them all work together? Three Foundation executives share their organization’s path on how they managed every aspect of development, building out a true success story. Each presenter will share their unique way they built their own distinct narrative and how that is driving them forward. They will share their successes and failures along the way, allowing the audience to learn from their experience.

Are Your Chapters Crowdfunding?

INDIANA A-B

Kyle Martin, Consultant, Billhighway; Cassie Wessel, Foundation Account Coordinator, Zeta Tau Alpha Foundation; Erin Hartley, Senior Director of Foundation Operations, Zeta Tau Alpha Foundation; Jeffrey Roebuck, Director of Campus Devlopment, CrowdChange Crowdfunding is here to stay. Yet, many foundations have not embraced it because of resource or technology constraints. Learn how Zeta Tau Alpha Foundation took a leap of faith on a turn key fundraising solution with Billhighway and CrowdChange that includes crowdfunding, mobile access, lockbox and recurring donations. Hear about their experience, ROI, and how you can implement elements of this solution that work for you, at your own pace. You don’t have to do it all to see a positive change. This will be a presentation style session with an open Q and A.

Best Practices in Establishing and Managing Restricted Funds

DENVER

Heather Moore, Counsel, Faegre Baker Daniels LLP; John Gardner, Partner, Faegre Baker Daniels LLP

20

We will address: (i) issues foundations should consider when entering into fund agreements; (ii) key provisions that foundations should include in agreements for restricted funds; and (iii) how to address older restricted funds that are subject to restrictions that are difficult to administer. We will also provide an overview of the applicable state laws and some discussion of relevant case law.


BOARD TRACK FFE BREAKOUT SESSIONS 1:30–4:30 p.m.

1:30–2:30 p.m. FFE BREAKOUT SESSIONS

Transformational Trustee Workshop

Jen Pendleton, Vice President-Indiana, Aly Sterling Philanthropy

LINCOLN

Designed to motivate and inspire, this dynamic workshop will provide an overview of trends in philanthropy and the principles of fundraising. Our interaction will include a Values, Vision and Voice exercise – a reflection of why board members value their affiliation with your mission and how they can align these values with your strategic fundraising plan. We’ll shatter fundraising “myths” and help board members feel comfortable and confident in their personal skills by developing their own “voice” in the fundraising process, from prospecting and cultivating to sharing personal stories and playing an important role in gift recognition and stewardship. This workshop is a great primer for new organizations as well as a reminder and “back to the basics” opportunity for more mature organizations looking to re-energize or increase fundraising results particularly it relates to campaign readiness, planning and stewardship between campaigns.

Data Driven Decisions

SANTA FE

Brandi Barber, Director of Consulting Services, Computer System Innovations; Elizabeth Wojcik, Director of Client Strategy and Development, Computer System Innovations

Does your data drive insights and guide your stewardship plans? Do you have clear metrics for your development efforts? The data you collect is just the beginning. In this session, we will cover organizing your data, displaying data meaningfully and ways to avoid common data pitfalls.

21


1:30–2:30 p.m.

Your Next Planned Gift is Just a Phone Call Away!

FFE BREAKOUT SESSIONS

Anthony Alonso, President, Catapult Fundraising

2:30–3 p.m.

Alliance Partner Hall and Networking Break

3–4 p.m.

8 Ideas to Grow, Improve and Optimize Your Recurring Giving Program

FFE BREAKOUT SESSIONS

INDIANA E

This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts. Discover techniques for identifying planned giving prospects, soliciting potential donors and closing the gift over the phone. Learn how to make the ask using the mass communication instruments of mail, e-mail and telephone solicitation. This session will also provide strategy on the selection of donors for a planned giving direct marketing campaign. Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan. MARRIOTT & DENVER FOYERS INDIANA A-B

Brady Josephson, Vice President of Innovation and Optimization, NextAfter

A recurring donor is worth 2.7x more than a one-time donor in a year and 5.4x more over their lifetime. And yet, many organizations aren’t focusing a lot of their time and energy on acquiring recurring donors, particularly online. Why is that? And what can be done about it? This session will share more on why recurring giving is so important for nonprofits, today and into the future, and provide actionable tips and ideas to improve and optimize your recurring giving program based on real experiments and original research gathered from making multiple donations to 115 nonprofits and tracking the communications received for 3 months. MANAGING YOUR ENTERPRISE TO SUCCESS (3 OF 3):

A Case Study on Getting Things Moving in a Small Shop

INDIANA F-G

Philip Thornton, Chief Development Officer, Purdue University School of Industrial Engineering

Learn how a small shop recovered from an extended period of poor fundraising. How does this all work together? Communications. Annual Giving. Stewardship. Planned Giving. Capital Campaigns. We discuss all these individually, but how do you manage an enterprise and make them all work together? Three Foundation executives share their organization’s path on how they managed every aspect of development, building out a true success story. Each presenter will share their unique way they built their own distinct narrative and how that is driving them forward. They will share their successes and failures along the way, allowing the audience to learn from their experience. This session features Philip Thornton’s experience at The Foundation Chapter of Theta Chi.

Benefits and Barriers of Managing a Remote Team

INDIANA E

Desiree Paulhamus, Sigma Sigma Sigma Foundation; Meghan Paden, Sigma Sigma Sigma Foundation

Whether you have an entire team working remotely or you have only recently considered remote candidates for your foundation, managing a remote team has its own set of benefits and barriers. This session will give you both an executive and a staff member perspective to better understand the virtual team dynamic. We’ll share insight behind our journey to create a strong organizational culture for our remote team. You’ll leave with tips and resources to further develop your leadership to support current and future remote staff.

Benchmarking, Investment Performance and Donor Stewardship

DENVER

Dan Cravitz, Vice President and Institutional Investment Advisor, AMG National Trust Bank; Emily Musser, Vice President of Client Relations, AMG National Trust Bank

How does your foundation’s investment performance compare? This is an open-ended question that Foundation executives, board members and major gifts fundraisers should have the tools to answer. During this session, find out how your foundation returns compare to recent studies from a broad group of higher education foundations and endowments. Benchmarking your foundation’s investments often centers around investment returns. Definitely a key metric, though investment returns only show the results of decisions. Is there a benchmarking framework that could help indicate if you are on track toward your target investment return? Given the market volatility and challenges that we all see and continue to expect, your benchmark framework can also help in communication with major donors who have a keen interest in how their gifts are being invested to support the future of your sister- and brotherhood. Please join us for a discussion of how benchmarks, investment returns and donor stewardship can be integrated.

North American Interfraternity Conference • Foundation for Fraternal Excellence

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3–4 p.m.

The Integrated Chapter House Campaign 

SANTA FE

FFE BREAKOUT SESSIONS

Don Souhrada, President and Partner, Ter Molen Watkin & Brandt; Ryan Woroniecki, VP of Strategic Partnerships, DonorSearch

5–5:30 p.m.

FFE Board of Directors Reception — Invitation only

INDIANA ROOF BALLROOM

5:30–6:30 p.m.

FFE Awards of Distinction Reception

INDIANA ROOF BALLROOM

6:30–9 p.m.

FFE Awards of Distinction Dinner 

INDIANA ROOF BALLROOM

Running a chapter house campaign? Good news! You have hundreds, if not thousands of members who are strongly connected to your cause. The bad news? They are the only ones who will likely be interested in your campaign and you’ll need a high percentage of participation (along with a lead gift or two) to reach your goal. And before you do, you’ll have tons of data and processes to wrangle. Join Don Souhrada, President of Ter Molen Watkins & Brandt, and Ryan Woroniecki, VP Strategic Partnerships of DonorSearch, as they walk you through how getting all the member data into one integrated process helped to manage the campaign for the largest chapter of Phi Delta Theta. Ditch the data silos and start surpassing your goals.

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WEDNESDAY, AUGUST 14 7:30–8:15 a.m.

Alliance Partner Advisory Meeting

7:30–8:30 a.m.

FFE Breakfast INTERESTED IN GIVING BACK TO FFE?

8:30–10:30 a.m. FFE WORKSHOPS

SANTA FE INDIANA BALLROOM

Learn more about volunteer opportunities with the Foundation for Fraternal Excellence at breakfast or contact Executive Director Ashley VanDewark at ashley.vandewark@foundationfe.org.

Digital Stewardship: How to Incorporate Digital Channels into your Stewardship Plans

CALIFORNIA

Adam Wilbur, Co-Founder, CauseVid; Alicia Favata, Director of Advancement, Delta Zeta Foundation We’re using new and innovative channels like giving days and peer-to-peer campaigns to ask donors for support, and stewardship activities need to keep pace. This session will explore how nonprofits are using videos, social media, donor microsites, email sequences, and other digital tools to deliver great experiences for donors at all giving levels. We’ll also show you how Delta Zeta has used digital channels to thank their donors and share some of the incredible feedback they’ve received and results they’ve achieved.

Online Fundraising - What You Need to Know Based on 1600 Experiments

KENTUCKY

Brady Josephson, Vice President of Innovation and Optimization, NextAfter

Why do people give? A fundamental question that we need to be able to answer if we are going to connect with donors and grow giving and a question where the only people who can answer it are donors themselves. That’s why experiments that focus on what donors do, not just what they say, can shed light on their reasons for giving and help you optimize and improve your own online giving experience. This session will introduce essential online fundraising concepts and then look at how your email fundraising and donation pages can be optimized based on 1600 real experiments and original research from over 400 nonprofit organizations. Be sure to bring your own email and donation page examples to be reviewed as a group and some extra paper to write down ideas, craft subject lines and even write full emails.

BOARD TRACK FFE BREAKOUT SESSIONS PART 1 8:30–9:30 a.m.

PART 2 9:30–10:30 a.m.

Do You Have a High-Performing Board? Measuring Success — Part 1 LINCOLN Dawn Watkins Wiese, Ph.D., Vice President and Partner, Plaid

When boards fall short in performance, or when confronted by board dysfunction, a first default is often to target people who make up the Board and senior staff. However, often the problem lies not in the people, but in the underlying culture. Cultures can — and need — to be examined, managed and cultivated. While a daunting task that takes perseverance, championing and time, any board can set a course toward becoming a high-performing board. So, what does a high-performing board look like? This session will explore the top 10 cultural markers of a high-performing board and provide tools and for your board to assess effectiveness against those markers. The session is intended to be interactive and discussion based.

High-Performing Board Panel — Part 2

Moderator: Jen Pendleton, Vice President-Indiana, Aly Sterling Philanthropy

LINCOLN

Organizations whose boards have driven their organizations to accomplish highly creative feats will be assembled for this panel to share not about the feats themselves, but the leadership and traits required of their boards to get them there. You’ll hear from organizations that have completed capital campaigns creative projects and other initiatives that require a high-level of board engagement, planning, collaboration and leadership to accomplish.

North American Interfraternity Conference • Foundation for Fraternal Excellence

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8:30–10:30 a.m. FFE WORKSHOPS

8:30–10:30 a.m. FFE ROUNDTABLES

11 a.m.–12 p.m. FFE CLOSING SESSION

To Campaign, Or Not to Campaign, That is the Question

Ryan King, Associate Executive Director, Delta Upsilon Educational Foundation

UTAH

The annual fund is the backbone of any foundation, but sometimes taking a leap and launching a capital campaign is necessary to fund new and exciting programs for your organization. This session will explore the relationship between the annual fund and the capital campaign, and participants will use success factors to identify way’s their organizations can bring these two critical fundraising strategies to the next level.

Roundtables with FFE Awards of Distinction Winners

SANTA FE

Organizational representatives from 2019 honorees

FFE Awards of Distinction provide an opportunity to recognize organizations excelling and/ or innovating in an area. Join us to hear successes from our 2019 winners. A roundtable will be designated for discussion on each awards category: Best Communications Effort, Best Development Effort in an Annual Campaign, Best Major Gifts Development Effort, Best New Development Idea, Best Planned Giving Effort, Best Stewardship Effort and Best Use of a Foundation Grant.

Action Planning and Taking It All Home

INDIANA BALLROOM

Seminar Planning Committee

Join us for an active session in debriefing all we’ve learned the last three days. We’ll assemble an action plan for when we return home and discuss how to continue leveraging the relationships (and FFE!) in the room beyond Seminar.

12–1 p.m.

Alliance Partner Hall Tear-Down

12:15–1 p.m.

FFE Board of Directors and Seminar Committee Lunch Debrief — Invitation only 

MARRIOTT & DENVER FOYERS SANTA FE

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ABOUT THE

PRESENTERS

NIC presenters listed in blue. FFE presenters listed in gold.

PATRICK ALDERDICE

CEO, Pennington & Company

Under Patrick’s leadership, Pennington has become a fraternal foundation leader, raising more than $700 million and growing from six employees to a team of 80. Patrick previously served Delta Chi Fraternity as a Leadership Consultant, Director of Chapter Development and Director of Chapter Services. He’s been recognized with interfraternal and service awards from FarmHouse, Delta Delta Delta, Delta Chi, Beta Theta Pi, Phi Kappa Psi and the NIC. He is a past president of the Fraternity and Sorority Political Action Committee (FSPAC). Patrick graduated from and currently serves on the Foundation Board for Ball State University.

ANTHONY ALONSO

President, Catapult Fundraising

Anthony has over 25 years of experience in direct marketing. He has had the honor of working with prestigious institutions, including the U.S. Naval Academy Foundation, the U.S. Military Academy Association of Graduates, the Sigma Chi Foundation, the Sigma Pi Foundation, The Betty Ford Center and countless Catholic organizations. Anthony served three terms on the AFP Foundation Board, was a founding member of the AFP Industry Partners Council and has served as an officer of the New Jersey Chapter board of AFP. He has provided pro-bono calling services to a myriad of organizations, including the AFP Foundation for Philanthropy. It is Anthony’s expertise that has led his clients to successfully raise over $250 million within the last five years from the lower end of the donor pyramid.

JEB BANNER CEO, Boardable

In addition to serving as the CEO for Boardable, a board management software for nonprofits, Jeb is the co-founder of SmallBox, Speak Easy, Musical Family Tree and several other businesses.

BRANDI BARBER

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Director of Consulting Services, Computer System Innovations Brandi has been a part of the CSI team since 2015, working with both fraternal organizations and associations helping them to strategize their technology and database efforts. Prior to CSI, Brandi was the Director of Training and Programming for Chi Omega Fraternity and the Coordinator for Greek Life at Baylor University. She earned her bachelor’s and master’s in Educational Leadership from the University of Central Florida.


CLARK BROWN

General Counsel, North American Interfraternity Conference Clark has been a powerful change agent for the industry, offering valuable experience in legal and risk management issues in higher education with a particular focus on insurance matters. Before joining the NIC staff, he served as General Counsel at Sigma Alpha Epsilon Fraternity for five years. Prior to SAE, he was an attorney in private practice at a litigation firm and a judicial law clerk to a U.S. District Court Judge in Little Rock, Arkansas. Clark earned a B.A. in political science from the University of Arkansas then J.D. from the university’s School of Law, where he graduated magna cum laude and served as executive editor of the Arkansas Law Review.

PENELOPE BURK

President, Cygnus Applied Research Penelope’s career in the not-for-profit sector began in communications and market research in the arts in the early 1970s and later expanded into fundraising and senior management for prominent human services organizations. She founded Burk & Associates Ltd. in 1990 and Cygnus Applied Research, Inc. in 2003. Penelope’s unique advantage in the fundraising industry is her evidence-based approach. her professional experience in the sector spans 45 years, her publications and training KEYNOTE While programs are all the product of research with donors. Penelope is the author of the best-selling industry standard, Donor-Centered Fundraising. The much-anticipated second edition of this book was just published, featuring all-new research with tens of thousands of donors. Penelope is also the author of the companion book, Donor-Centered Leadership, a critical resource for Boards of Directors, Chief Executive Officers and Advancement Directors on how to implement Donor-Centered Fundraising and manage fundraising staff for optimum results. Penelope’s contributions to the fundraising industry can be best summed up as a long list of “firsts”: • She was the first fundraising author to back up her ideas and solutions with evidence from donors • The first to bring the problem of donor attrition to the attention of the fundraising industry, pointing out how much money not-for-profits were losing by failing to hold onto their donors • The first to offer an evidence-based formula for keeping donors giving longer and inspiring them to make more generous contributions • The first to document what leadership volunteers do best and how they can raise more money for their organizations by saying thank you the donor-centered way • The first to document the real impact of the high rate of turnover among professional fundraisers and to bring innovative solutions to the table to keep fundraisers loyal and raising more money. Penelope understands donors and what they want more deeply than just about anyone in fundraising. In the last 20 years, she and her innovative firm, Cygnus Applied Research, Inc., have conducted surveys and research studies with more than a quarter-million donors. She has reached back into their lives to find out about the first time they gave, what motivates their philanthropy now, what their greatest and most frustrating experiences in giving are, and what their dreams are for their philanthropic future.

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JOHN CHRISTOPHER

Partner, Fraternal Law Partners John is a founding partner of Fraternal Law Partners and has practiced for over 25 years. He helps clients navigate legal challenges of non-profit organizations, including seeking and maintaining tax-exempt status, corporate governance matters and grant-making. He also advises fraternal organizations on risk management, corporate governance and housing issues. John is a member of Phi Kappa Tau and on the board of Old Main Holdings, Inc., the fraternity’s national chapter house financing organization. He also serves on the FFE Board of Directors as Treasurer.

DANIEL A. CRAVITZ

Vice President and Institutional Investment Advisor, AMG National Trust Bank Dan joined AMG in 1998 and is a member of the AMG Investment Committee. He enjoys bringing the full expertise and services of AMG to benefit the many foundations with which he works. Dan is a member of Sigma Phi Epsilon and earned his bachelor’s degree in International Relations from Tufts University and his J.D. from the University of Denver College of Law. Prior to joining AMG National Trust Bank, Dan worked as an attorney for TCI’s Realty Investment Company, a legal clerk for Arapahoe District Court, and an investment analyst for Cynwyd Investments and Dean Witter Reynolds, Inc. Dan is very active in the Denver community serving on various boards for nonprofit institutions including The Juvenile Diabetes Research Foundation and the Anti-Defamation League of the Rocky Mountain Region since 2015.

SARA CULLINS

Director of Development, Kappa Delta Foundation Sara has worked for the Kappa Delta Foundation in various roles for seven years. She is a graduate of Clemson University where she earned her degree in Communication Studies. Sara resides in Memphis, Tennessee.

COLLEEN DOREMUS

Director, SunTrust Bank Foundations and Endowments Specialty Practice Colleen is a liquidity and short duration investment advisor within the Foundations and Endowments Specialty Practice at SunTrust Bank. With over 30 years of investment management experience, Colleen advises on the development and implementation of investment strategies to help clients meet their short- and long-term goals. Colleen is a member of the American Society of Association Executives, the Washington Association of Money Managers and the CFA Society of Washington, D.C.

JOHN GARDNER

Partner, Faegre Baker Daniels LLP John is a member of the wealth management practice at Faegre Baker Daniels LLP. John helps clients decode federal tax law and develop family and business financial plans designed to grow and guard their assets. John also represents individual and corporate executors and trustees in the settlement of estates and the administration of trusts.

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ALICIA FAVATA

Director of Advancement, Delta Zeta Foundation Alicia oversees all aspects of alumnae engagement and development initiatives for Delta Zeta. Previously, she held several development roles at the University of Connecticut Foundation, most recently as an Assistant Director of Development for Health Sciences, where she generated philanthropic support for the UConn Health Center and the Schools of Medicine and Dental Medicine. Alicia also worked in development at the Hartford Stage, after beginning her career as an Educational Leadership Consultant for Delta Zeta Sorority. Alicia holds a bachelor’s degree from the University of Hartford and a graduate certificate in nonprofit management from the University of Connecticut. She currently lives in Fishkill, New York, with her husband and their 1-year-old son, Ethan.

LAURA GALAIDA

First Vice President – Client Manager, SunTrust Bank Foundations and Endowments Specialty Practice Laura Galaida is a Client Manager within the Foundations and Endowments Specialty Practice at SunTrust Bank which administers assets for foundations, educational institutions, cultural organizations, other nonprofits. Laura has 13 years of client management experience, a deep background in nonprofit fundraising and governance, and specializes in working with Associations and their related foundations.

BRADY JOSEPHSON

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Vice President of Innovation and Optimization, NextAfter Brady is a charity nerd, entrepreneur, digital marketer, professor and writer. He’s the Vice President of Innovation and Optimization at NextAfter — a fundraising research lab and consultancy on a mission to unleash the most generous generation in the history of the world — where he performs original research, develops and provides training to help organizations reach more people, acquire more KEYNOTE resources donors and raise more money to fund their world-changing work. Before coming to NextAfter, Brady had his own company, The Josephson Group, which founded (and eventually sold) Shift, an online fundraising agency, and Nonprofit Supply Co., a Google Ad Grant advertising service. He’s spent his entire career in the philanthropic space working in fundraising and marketing roles at nonprofits, in business development and customer service at a technology company, consulting with organizations large and small, and as an adjunct professor at North Park University’s School of Business and Nonprofit Management. He’s an international speaker whose work and writing have been featured in The Huffington Post, Christianity Today, NPR and The Chronicle of Philanthropy and is also a host of The Generosity Freakshow — a podcast discussing how we can improve, optimize and grow generosity. Brady lives just outside Vancouver, British Columbia, Canada, with his wife Liz, son Hendrix, dog Melly and cat Thor. He loves connecting with real people doing real good work on Twitter, @bradyjosephson, and LinkedIn.


ERIN HARTLEY

Senior Director of Foundation Operations, Zeta Tau Alpha Foundation Erin manages the Zeta Tau Alpha Foundation staff team responsible for the scholarship program and oversees all projects related to Think Pink and breast cancer awareness month.

JUDSON HORRAS

President and CEO, North American Interfraternity Conference After more than 18 years serving Beta Theta Pi – over eight as the Administrative Secretary – Judson took on the role of NIC President and CEO in 2016 to lead the organization into the future. Judson is a graduate of Iowa State University. He lives in Indianapolis with his wife, Kara, and two kids, Anna and Andrew, who he hopes will enjoy meaningful fraternity/sorority experiences in the near future.

DEANA KAPLAN

Director of Communications and Direct Response, Phi Kappa Psi Foundation In her current role, Deana oversees the Phi Psi Fund, direct response and organizational branding. Prior to joining the team at Phi Psi, she spent four and a half years with the Alpha Phi Foundation in several communications roles. Deana is a graduate of Western Carolina University and a member of Delta Zeta Sorority.

SALLY KIMBALL

Executive Vice President, Chi Omega Foundation Sally serves as the Foundation’s chief executive officer where she plans for the long-term continuity and financial security of Chi Omega Fraternity and its members, raises awareness of the vital impact of foundation gifts and develops relationships to foster the foundation’s growth. She joined the foundation staff in 1994 when the Executive Headquarters opened. Sally has served the fraternal community as treasurer of the Memphis Chi Omega Alumnae Chapter and is a past president of the FFE Board of Directors. In 2000, she was recognized as the FFE’s William D. Jenkins Outstanding Professional.

RYAN KING

Associate Executive Director, Delta Upsilon Educational Foundation Ryan has worked in the fraternal industry for more than 18 years, including nine years in development for the Beta Theta Pi Foundation and currently as the Associate Executive Director for Delta Upsilon. His experience includes cultivation, solicitation and stewardship strategies aimed at building a solid annual fund, while also ensuring the organization is always “campaign ready” given the evolving industry trends.

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HELEN LAHRMAN

Vice President of Campus Operations, North American Interfraternity Conference Helen focuses on campus support and success with the NIC, following a role as Assistant Director for Fraternity and Sorority Life Programs at The University of Iowa. She oversaw the fraternity and sorority community comprised of 53 organizations, four councils and 4,000 students. She also has extensive experience from Northeastern State University, where she assisted in developing the Multicultural Greek Council and revitalizing the National Pan-Hellenic Council. She is a member of Pi Beta Phi, initiated at Franklin College.

KYLE MARTIN

Consultant, Billhighway Kyle, who works with Billhighway’s fraternity and sorority clients, has a passion for finding new opportunities through technology for clients to raise more money for causes meaning the most to them.

ARCHIE MESSERSMITH-BUNTING

Vice President of Campus Operations, Health and Safety, North American Interfraternity Conference Archie directs health and safety initiatives at the NIC and is known as a thought-leader and risk management expert in the interfraternal community. He worked on the professional staff at Sigma Phi Epsilon Fraternity, leading the creation of several prevention and wellness campaigns, and he remains a volunteer for his organization. He previously worked in the Illinois State University Dean of Student’s Office as Assistant Director of the Programming Unit, overseeing several major student-led events. He is active in several industry professional development organizations such as AFA, ASCA and NASPA.

FELICITY MEU

Director of Partner Success, GiveCampus Felicity spent nine years with Stanford’s Office of Development. As Stanford’s inaugural Director of Next Generation Giving, she worked closely with individual donors and volunteers but also helped craft the University’s vision for engaging its next great generation of philanthropists. Leaning into the needs of young donors, Felicity spent time consulting for Stanford’s Effective Philanthropy Lab, working on a project dedicated to taking a deep dive into better understanding the needs of millennial donors. Currently she serves as Director of Partner Success for GiveCampus where she continues to work against her goal of helping more people be more generous more strategically.

HEATHER MOORE

Counsel, Faegre Baker Daniels LLP Heather advises nonprofit clients of all types, including private foundations, colleges/universities and Greek organizations. Heather’s work with fraternities and sororities includes the following: advising foundations on matters related to the rules governing Code section 501(c)(3) organizations, charitable giving and corporate governance; providing advice with respect to the structure and operations of national housing corporations; and advising Code section 501(c)(7) organizations regarding applicable federal tax laws and general corporate matters.

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EMILY NELSON MUSSER

Vice President of Client Relations, AMG National Trust Bank Emily joined AMG in 2006 and works with AMG’s Foundation Services team and leads client relations, marketing and business development for the firm. Emily is a member of Delta Delta Delta and serves on the Fraternity’s Finance Committee; she received her BA in Communications from Luther College. Prior to joining AMG National Trust, she led fundraising for the Dallas and Colorado Symphonies. Emily currently serves on the board of Wonderbound and previously served on the Colorado Children’s Chorale Board of Trustees.

JOSH ORENDI

Co-Founder and Chief Business Development Officer, PhiredUp | TechniPhi Josh has spent the last 20 years of his career focused on helping fraternities grow. It has been his mission to professionalize and systemize the way fraternities grow through better real-time data, better technology and better education and coaching support. His expertise and insight on growth trends is invaluable as we navigate the future of fraternity.

MEGHAN PADEN, CFRE

Executive Director, Sigma Sigma Sigma Foundation Meghan has served in her current role since 2014, in fundraising since 2010 and in the fraternal industry since 2005.

AARON PARKER

Vice President, Pennington & Company Aaron is a Vice President with Pennington & Company with demonstrated success leading and directing capital campaigns for fraternities nationwide. Prior to joining the company, Aaron worked at The University of Iowa on the $1.7 billion For Iowa. Forever More Campaign. The focus of Aaron’s work was the $50 million campaign for the new UI Children’s Hospital building. Originally from Iowa and a Phi Kappa Psi from the University of Iowa, Aaron now resides in Nashville, Tennessee, with his wife, Bethany. 

DESIREE PAULHAMUS

Director of Communications and Chapter Fundraising, Sigma Sigma Sigma Foundation Desiree has worked at the Tri Sigma Foundation since 2016. She is a director-level staff member with past employee management experience and has been facilitating/presenting for leadership and professional programs since 2010.

JEN PENDLETON, CFRE

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Vice President-Indiana, Aly Sterling Philanthropy Prior to joining Aly Sterling Philanthropy, Jen served as President/CEO of the Community Foundation of Boone County (Indiana) raising $1 million with matching funds from the Eli Lilly Endowment. Jen also served as Executive Director of Kappa Alpha Theta Foundation, where she worked with board and staff members to launch the first major campaign in decades. She spent 10 years at Riley Children’s Foundation. She is a past FFE Board President and has served on the board and as Vice Chair of the AFA Foundation. She has a bachelor’s degree in communications.


MICHELLE RABIDEAU

Vice Chairman, Kappa Delta Foundation Michelle is current president of the Saint Mary’s Foundation and has more than 24 years of professional fundraising experience alongside her role as Vice Chairman for the Kappa Delta Foundation. A resident of East Grand Rapids, Michigan, she has been recognized as one of the 50 Most Influential Women in West Michigan and with the Benjamin Franklin Award for Outstanding Fundraising Professional. She also is board member of the Michigan Women’s Foundation. She is a graduate of the University of Illinois with a degree in psychology and a master’s degree in public administration.

ALLISON RICKELS, CFRE

Executive Director and CEO, The FarmHouse Foundation Allison is the first and only woman to serve as CEO of a men’s fraternity foundation, leading the foundation for 12 years, with 18 years on staff. She is President of the Foundation for Fraternal Excellence, serving on the Board for six years, and received the William D. Jenkins Outstanding Professional Award in 2013. She is also on the Board of Directors for the University of Northern Iowa’s Alumni Association. She is active with her sorority, Alpha Phi, as President of her alumnae chapter and on the Quarterly Editorial Board. Additionally, she is a 10-year faculty member of her AFP Chapter’s Fundraising 101 Seminar. Allison and her staff received the prestigious MidAmerica AFP Chapter’s Excellence in Fundraising Award. Allison and her husband have two daughters and live in Kansas City, Missouri.

JEFFREY ROEBUCK

Director of Campus Development, CrowdChange On behalf of CrowdChage clients, Jeff handles ticket sales, merchandise sales, sponsorships and recurring donations.

DON SOUHRADA

President and Partner, Ter Molen Watkin and Brandt In addition to his role at TWB, Don also serves as the President of Greek Giving. From 2001-2005, he served as the Associate Executive Director of the Sigma Alpha Epsilon Foundation. Don has over 20 years of experience working for several of the most respected universities and medical centers in the country.

DAN STEVENS

Co-Founder and VP of Business Development, Windfall Data Dan is a co-founder and VP of Business Development at Windfall. Prior to Windfall, Dan worked in strategy and operations at leading data and marketing technology companies including LiveRamp (acquired by Acxiom) and Radius Intelligence.

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Day to Day Support | Project Management Facility Assessments | Consulting & Education

cslmanagement.com


KELLY WESLEY TAYLOR, J.D.

Founder, Trek Advancement Prior to founding Trek Advancement, Kelly worked in university advancement at the University of Louisville / James Graham Brown Cancer Center, in alumni affairs and development at Harvard University and as an Educational Leadership Consultant at Kappa Alpha Theta. She is a former Trustee of the Kappa Alpha Theta Foundation and earned her J.D. from Brandeis School of Law at the University of Louisville and her bachelor’s degree in political science from the University of Kentucky.

PHILIP THORNTON

Chief Development Officer, Purdue University School of Industrial Engineering Philip is Chief Development Officer at the Purdue University School of Industrial Engineering. He previously served as Chief Development Officer of the Foundation Chapter of Theta Chi Fraternity for over five years. His tenure at Theta Chi was marked by successes including the growth of the Theta Chi scholarship fund to $1.6 million and expanded support for the fraternity’s leadership programming. Philip graduated from San Diego State University in 2005.

TONY VUKUSICH

Vice President of Advancement, Delta Tau Delta Foundation At Delta Tau Delta, Tony oversees the leadership and annual giving programs as well as Foundation communications efforts. He has served 10 years in the fraternal industry in advising and fundraising roles. Tony is a graduate of Indiana State University with a Bachelor of Science degree and a Master of Science degree and is currently a doctoral candidate at the University of Mississippi. Tony is a member of Phi Kappa Psi.

DANI WEATHERFORD

Executive Director, National Panhellenic Conference Dani works alongside the NPC Board of Directors and Executive Committee to lead the nation’s largest organization advocating for women and the sorority experience. She is an attorney with more than a decade of experience in higher education administration. She earned a bachelor’s from DePauw University and law degree from Indiana University Maurer School of Law-Bloomington.

JENNIFER WEBB

Executive Director, Alpha Delta Pi Foundation Jen graduated from Ashland University in 1997 where she earned a bachelor’s degree in political science and finance and joined Alpha Delta Pi. She completed her MBA with a specialization in entrepreneurship from Ashland in 2009. From 2000-2010, Jen served her alma mater as Director of Annual Giving, Major Gifts Officer and Director of Major Gifts and Endowed Scholarships. Prior to that, she worked in Ohio statewide politics. Jen served as an advisor to Alpha Delta Pi at Ohio University for three years, and later as an International Officer for 10 years. She has now served as the Executive Director of the Foundation for the past nine years.

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CASSIE WESSEL

Foundation Account Coordinator, Zeta Tau Alpha Foundation Cassie assists the foundation with chapter fundraising support, online fundraising support, stewardship and the partnership execution with Billhighway.

WESLEY K. WICKER

Principal and Partner, Columns Fundraising Wes has 35 years of fundraising experience including serving as the Senior Director and President of The Foundation Chapter of Theta Chi Fraternity. He previously served with United Way of Atlanta and Indianapolis and as Vice President of Advancement at Kennesaw State University.

DAWN WATKINS WIESE, PH.D.

Vice President and Partner, Plaid Dawn is vice president and partner at Plaid, a management consulting firm based of out Atlanta that works primarily in the higher education sector. Wiese’s work at Plaid focuses on strategy and governance at the board level, quantitative research involving human development and serving on legal teams on which she’s a designated expert on college students and decision-making. Before joining Plaid in 2011, Wiese spent 20 years on campuses, ultimately at the vice presidential level. Wiese is a Ph.D. has published and presented extensively most recently on differences between fraternity and sorority members and how they learn.

ADAM WILBUR, CFRE

Co-founder, CauseVid As co-founder of CauseVid, Adam helps nonprofits develop and deliver video-first digital fundraising campaigns. He has been a volunteer and professional fundraiser for over 10 years, including several years as Director of Development for the UConn School of Business, where he was responsible for raising $7.5 million annually. As a fundraising consultant, he has served as Campaign Manager for several fraternity chapter campaigns, including SAE Mass Delta’s $700,000 capital campaign (2015) and Fiji Pi Iota’s $3 million-plus capital campaign (ongoing). Adam holds a bachelor’s degree from Worcester Polytechnic Institute where be became a brother of Phi Kappa Theta and an MBA from UConn. He lives in the Worcester, Massachusetts, area with his wife and two young children.

MARK R. WILKISON

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Principal and Partner, Columns Fundraising Mark has 34 years of fundraising experience including serving as the executive vice president of the Phi Gamma Delta Educational Foundation. He previously served as the Chief Development Officer of Piedmont Hospital in Atlanta and as Vice President of Major & Planned Gifts at Children’s Healthcare of Atlanta. Mark has extensive expertise in major gifts, planned giving, feasibility studies, execution of capital campaigns, strategic planning and executive searches.


HALLEE WINNIE

Executive Director, Pi Beta Phi Foundation Prior to her role with the Pi Beta Phi Foundation, Hallee served as the Executive Director of the March of Dimes, Houston Division, and as a Leadership Development Consultant for Pi Beta Phi. Hallee earned her MPA from the University of Missouri – Kansas City and her BA in Interdisciplinary Studies in Social Science from Michigan State University.

ELIZABETH WOJCIK, MHA

Director of Client Strategy and Development, Computer System Innovations Elizabeth’s role at CSI since September 2013 is to assist clients in utilizing their iMIS database and connected systems to maximum effectiveness in meeting their organization’s strategic technology plan. Before CSI, Elizabeth was Director of Information Systems at Chi Omega Fraternity for five years. Elizabeth earned her bachelor’s in health information management from the University of Tennessee at Memphis and her master’s in health administration from the University of Memphis. Elizabeth is a member of Chi Omega.

RYAN WORONIECKI

VP of Strategic Partnerships, DonorSearch Ryan has served DonorSearch for nine years where he helps provide accurate and actionable information to identify prospective major gift donors, annual fund donors and planned gift donors based on proven philanthropy and wealth analytics. He is a former board member of APRA-MD and the Membership Co-Chair for the Giving Institute’s Membership Committee. Ryan is an avid baseball fan, hiker and kickballer.

DAN WRONA

CEO and Project Leader, RISE Partnerships Dan is the CEO and Project Leader of RISE Partnerships, where he has provided training and consulting to leaders on more than 300 campuses and more than 30 inter/national fraternal organizations over the past 20 years. In addition to his work with RISE, he has served as a university administrator, a staff member for his national fraternity, and as a consultant with the North American Interfraternity Conference. Dan is a perpetual student of organizational leadership, systems theory, strategy, instructional design, risk prevention, neuroscience and social change.

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NIC AND FFE

LEADERSHIP FFE

BOARD OF DIRECTORS

ALLISON RICKELS, CFRE, PRESIDENT

Executive Director & CEO, The FarmHouse Foundation

JOHN CHRISTOPHER, TREASURER Partner, Fraternal Law Partners

DIANE HAWKINS EGGERT, DIRECTOR Former Trustee, Phi Mu Foundation

MARSHA GRADY, CFRE, DIRECTOR

Chief Development Officer, Alpha Chi Omega Foundation

GINGER SMITH, SECRETARY

Chair, Delta Delta Delta Alliance and Former Chair, Delta Delta Delta Foundation

MIKE MAYER, DIRECTOR

Executive Director, Theta Chi

BEN W. SATCHER, JR., DIRECTOR

BRIAN BREITTHOLZ, DIRECTOR

Chief Development Officer and Former Knight Commander, Kappa Alpha Order Educational Foundation

JASON BUTLER, DIRECTOR

Executive Director, Alpha Delta Pi Foundation

Assistant Vice President for Alumni Relations & Executive Director, CSU Alumni Association Director, Delta Chi Educational Foundation

JENNIFER WEBB, DIRECTOR

KITTY L. DEKIEFFER, DIRECTOR

Former Chair, Alpha Chi Omega Foundation We recognize Allison Rickels and John Christopher for their extraordinary support to FFE and its member organizations. Allison has served since 2013, most notably as the President 2018-19, Vice President 2016-18 and Secretary 2014-16. John has served since 2013, most notably as the Treasurer 2017-19.

NIC

GOVERNING COUNCIL

PATRICK McGOVERN

Executive Director, Acacia

JAMES FLEISCHER

Chief Executive Officer, Alpha Epsilon Pi

RON RANSOM

Interim Executive Director, Phi Kappa Psi

JUSTIN BUCK

Executive Vice President & CEO, Pi Kappa Alpha

JEREMY SLIVINSKI

MARK TIMMES

Executive Director, Alpha Kappa Lambda

CEO, Pi Kappa Phi

GORDY HEMINGER

MIKE SOPHIR

President & CEO, Alpha Sigma Phi

WYNN SMILEY

CEO, Alpha Tau Omega

CEO, Sigma Alpha Epsilon

ANDY HUSTON

Executive Director, Sigma Alpha Mu

JEFF RUNDLE

MIKE GREENBERG

Executive Director, Beta Theta Pi

Past Grand Consul, Sigma Chi

JEROD L. BREIT

BRAD BEACHAM

Executive Director & CEO, Delta Chi

PHIL RODRIGUEZ

Executive Director & CEO, Delta Sigma Phi

JACK KREMAN

Executive Director, Sigma Nu

EDWARD HAMMOND

President of Foundation Board of Trustees, Sigma Phi Epsilon

Executive Director, Delta Tau Delta

JONATHAN FROST

JUSTIN KIRK

Executive Director, Sigma Pi

KEVIN BENNETT

Executive Director, Tau Epsilon Phi

LARRY WIESE

Executive Director, Theta Chi

BUDDY COTÉ

Executive Director, Zeta Beta Tau

Executive Director, Delta Upsilon

TIM SMITH

Executive Director, Iota Phi Theta Fraternity, Inc. Executive Director, Kappa Alpha Order

MIKE MAYER

Former Archon, Phi Gamma Delta

North American Interfraternity Conference • Foundation for Fraternal Excellence

LIBBY ANDERSON

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NIC

SERVICES AND STRATEGIC PRIORITIES

CAMPUS SUPPORT

The NIC Campus Support team is made up of experienced interfraternal professionals who work with specific regions of campuses and IFCs to provide targeted support in risk management, peer governance, education, operations, recruitment and alumni relations. The ultimate goal of the NIC’s Campus Support efforts and related programming/ services is to strengthen and build healthier fraternity communities that provide a positive experience for not only members, but also fellow students and the entire campus community.

EDUCATION & LEADERSHIP DEVELOPMENT

The NIC provides consistent national and campus-based educational programming for IFCs and fraternity and sorority members/communities. These programs provide leadership development at every student level to encourage values-based decision-making on campus and a lasting commitment to the fraternity/sorority experience.

DATA-DRIVEN PROCESSES

The NIC works to collect information about the interfraternal experience and member organizations to provide historical and statistical information that will help leaders make data-driven decisions, share best practices and streamline operations.

PUBLIC RELATIONS EFFORTS

The NIC leads sophisticated, interfraternal-wide public relations efforts to reframe and advance the “fraternity” brand. This includes support of Interfraternity Councils and NIC member organizations in addressing and responding to crisis and developing plans to prevent them in the future, as well as proactive campaigns that share the value of fraternities.

ADVOCACY & GOVERNMENT RELATIONS

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Along with interfraternal partners, the NIC monitors priorities and decision-making within higher education and local, state and federal government for issues that may impact interfraternal organizations or student rights. When needed, we develop grassroots programs for IFCs and NIC organizations with communication tools and information needed for outreach to strengthen relationships related to campus or government affairs.


NIC

MEMBER ORGANIZATIONS

Acacia

Delta Tau Delta

Phi Mu Delta

Alpha Chi Rho

Delta Upsilon

Phi Sigma Kappa

Alpha Delta Gamma

FarmHouse

Phi Sigma Phi

Alpha Delta Phi

Iota Nu Delta

Pi Kappa Alpha

Alpha Epsilon Pi

Iota Phi Theta

Pi Kappa Phi

Alpha Gamma Rho

Kappa Alpha Order

Pi Lambda Phi

Alpha Kappa Lambda

Kappa Alpha Psi

Psi Upsilon

Alpha Phi Alpha

Kappa Alpha Society

Sigma Alpha Epsilon

Alpha Sigma Phi

Kappa Delta Phi

Sigma Alpha Mu

Alpha Tau Omega

Kappa Delta Rho

Sigma Chi

Beta Chi Theta

Lambda Sigma Upsilon

Sigma Nu

Beta Sigma Psi

Lambda Theta Phi

Sigma Phi Epsilon

Beta Theta Pi

Nu Alpha Kappa

Sigma Phi Society

Beta Upsilon Chi

Omega Delta Phi

Sigma Pi

Chi Phi

Phi Beta Sigma

Sigma Tau Gamma

Chi Psi

Phi Gamma Delta

Tau Delta Phi

Delta Chi

Phi Iota Alpha

Tau Epsilon Phi

Delta Kappa Epsilon

Phi Kappa Psi

Theta Chi

Delta Lambda Phi

Phi Kappa Sigma

Theta Xi

Delta Phi

Phi Kappa Tau

Triangle

Delta Psi/St. Anthony Hall

Phi Kappa Theta

Zeta Beta Tau

Delta Sigma Phi

Phi Lambda Chi

Zeta Psi

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NIC

2019 AWARD OF DISTINCTION WINNERS

UNDERGRADUATE HONOREES GAGE L.M. CALHOON

Sigma Nu Fraternity, Oklahoma State University

JOSHUA CHODOR

Zeta Beta Tau Fraternity, University of Missouri

MATTHEW CONLEY

Sigma Phi Epsilon Fraternity, Duke University

CONNOR J. GANLY

Sigma Nu Fraternity, Butler University

BRANDON L. HANSON

Alpha Gamma Rho Fraternity, Iowa State University

JOHN LORD

Pi Kappa Alpha Fraternity, Pennsylvania State University

BRANDON McCOY

Theta Chi Fraternity, Missouri State University

J. PRICE McGIFFERT

Kappa Alpha Order, University of Alabama

NOAH MICHELSOHN

Alpha Tau Omega Fraternity, The University of New Mexico

MATTHEW MINDRUP

Delta Sigma Phi Fraternity, Kansas State University

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DAVID NAVADEH

Beta Theta Pi Fraternity, Cornell University

DUSTIN W. WINSTON

Alpha Gamma Rho Fraternity, University of Idaho

CHAPTER HONOREES DELTA SIGMA PHI FRATERNITY

Delta Epsilon Chapter Missouri University of Science and Technology

PI KAPPA PHI FRATERNITY Omega Chapter Purdue University

SIGMA NU FRATERNITY Epsilon Xi Chapter University of Mississippi

SIGMA PHI EPSILON FRATERNITY Louisiana Beta Chapter Louisiana State University

THETA XI FRATERNITY Alpha Iota Chapter Kansas State University

COUNCIL HONOREE

PURDUE INTERFRATERNITY COUNCIL Purdue University

ALUMNUS HONOREE

MICHAEL ESPOSITO Kappa Alpha Order


NIC

2019 AWARD OF DISTINCTION WINNERS WILLIAM A. “BILL” MARTIN, III.

Past Executive Director, Phi Gamma Delta Fraternity

GOLD MEDAL RECIPIENT

Bill has been a constant presence supporting the interfraternal movement for 40 years. He has had an exemplary career in which he earned a reputation for selfless leadership and dedicated service. In 29 years as executive director, he navigated Phi Gamma Delta through many culture shifts, from the creation of a risk management policy and the adoption of alcohol-free housing.

JAMES B. RUSSELL

Executive Director Emeritus, Delta Tau Delta Fraternity

GOLD MEDAL RECIPIENT

A vigorous champion of the fraternity/sorority movement, Jim is known for genuine authenticity, dedicated professionalism and a deep determination to serve. Jim became Delta Tau Delta’s eighth executive director in 2001 after a 25-year career in sports writing. He was responsible for launching the fraternity’s first member education initiative in 2008 and oversaw unprecedented organizational growth.

JOHN M. GREEN

ADVISOR HONOREES DONALD ABELS

Louisiana State University

JOHN M. GREEN

Sigma Nu Fraternity Epsilon Xi Chapter University of Mississippi

JORDAN KOCHER Kansas State University

JERRY MILLER

Sigma Alpha Mu Fraternity Mu Psi Chapter Miami University

AMELIOUS N. WHYTE, JR., PH.D.

Phi Gamma Delta Fraternity University of Minnesota

Past Executive Director, Phi Kappa Tau Fraternity

SILVER MEDAL RECIPIENT

John is an outstanding interfraternal brother, mentor, leader and fraternal man of distinction. He served as national president and the fraternity’s executive director. In that role he was instrumental in the founding of the FRMT and FIPG. He later executive director of the Phi Kappa Tau Foundation, in which he guided a successful $6.5 million campaign before he retired in 2007.

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FFE

STRATEGIC INITIATIVES 2019-21

CULTURE OF CARE

COMMUNITY

CAPACITY BUILDING

DATA-DRIVEN DECISION MAKING

The FFE will foster a Culture of Care by providing premier professional development and networking opportunities for fraternal foundations. • Create and implement onboarding resources to ease the transition into fraternal fundraising and/or new job functions. • Provide continuing education opportunities to advance the sophistication of individuals and organizations in our industry, producing better collaborators, communicators, funders, fundraisers, leaders and stewards. • Encourage mentorship within FFE membership. The FFE will focus on Capacity Building by providing cooperative services to support fraternal foundations. • Develop a community foundation model. • Explore and grow opportunities for shared services.

FFE

The FFE will coordinate and share research to help inform Data-Driven Decision-Making within the fraternal industry. • Champion research on the value of the fraternity/ sorority experience in partnership with key fraternal stakeholders. • Survey FFE members to gather fundraising and management data and report out on insights gained.

MEMBER ORGANIZATIONS

Acacia Fraternity Foundation Alpha Chi Omega Foundation, Inc. Alpha Chi Rho Educational Foundation, Inc. Alpha Delta Gamma Educational Foundation Alpha Delta Pi Foundation, Inc. Alpha Epsilon Phi Foundation Alpha Epsilon Pi Foundation, Inc. Alpha Omicron Pi Foundation Alpha Phi Alpha Fraternity, Inc. Alpha Phi Foundation, Inc. Alpha Sigma Alpha Foundation Alpha Sigma Tau National Foundation Alpha Tau Omega Foundation Alpha Xi Delta Foundation, Inc. Association of Fraternity/Sorority Advisors Foundation Beta Theta Pi Foundation Beta Upsilon Chi Foundation Chi Omega Foundation Delta Delta Delta Foundation Delta Gamma Foundation Delta Phi Epsilon Educational Foundation Delta Sigma Phi Foundation Delta Sigma Pi Leadership Foundation Delta Tau Delta Educational Foundation, Inc. Delta Upsilon Educational Foundation Delta Zeta Foundation FarmHouse Foundation Gamma Phi Beta Foundation Kappa Alpha Order Educational Foundation Kappa Alpha Theta Foundation

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The FFE will leverage its unique position to bring individuals and organizations together to increase financial resources available to support its Community. • Provide grants and scholarships that advance the fraternal movement’s educational priorities. • Formalize the FFE granting program. • Grow funding available for the FFE granting program. • Continue collaboration with and support of the North American Interfraternity Conference (NIC), National Panhellenic Conference (NPC) and other interfraternal organizations.

Kappa Delta Foundation, Inc. Kappa Delta Rho Foundation Kappa Kappa Gamma Foundation Phi Delta Theta Educational Foundation Phi Gamma Delta Educational Foundation, Inc. Phi Kappa Psi Foundation Phi Kappa Tau Foundation Phi Mu Foundation Phi Sigma Sigma Foundation Pi Beta Phi Foundation Pi Kappa Alpha Foundation Pi Kappa Phi Foundation Sigma Alpha Epsilon Foundation Sigma Delta Tau Foundation Sigma Nu Educational Foundation, Inc. Sigma Phi Epsilon Educational Foundation Sigma Sigma Sigma Foundation The Chi Psi Educational Trust, Inc. The Delta Chi Educational Foundation The Educational Foundation of Alpha Gamma Rho The Foundation Chapter of Theta Chi Fraternity The National IOTA Foundation The Phi Mu Delta Educational Foundation The Psi Upsilon Foundation, Inc. Theta Phi Alpha Foundation Theta Xi Foundation Triangle Education Foundation Zeta Beta Tau Foundation, Inc. Zeta Psi Educational Foundation Zeta Tau Alpha Foundation

North American Interfraternity Conference • Foundation for Fraternal Excellence


FFE

AWARDS OF DISTINCTION

OUTSTANDING PHILANTHROPIST THE CLIFFORD FAMILY

Jan Kincaid Clifford and her children Katie, Michael and Brian Phi Beta Phi Foundation Jan Clifford has committed her resources to Pi Beta Phi as a servant leader for decades in volunteer roles that include two terms on the Foundation Board of Trustees and chair for the current record-setting SHINE THROUGH campaign. Her children have strong ties to the organization and a deep understanding of the mission of Pi Beta Phi.

OUTSTANDING PROFESSIONAL

William D. Jenkins Outstanding Foundation Professional Award

ROXANNE EBNER LAMUTH

Executive Director, Delta Gamma Foundation

LaMuth is a great partner to the Fraternity’s leadership. Donations to the foundation increased in her second year to 266%. Delta Gamma already is planning the organization’s sesquicentennial in 2023 and LaMuth has laid the groundwork for fundraising success.

OUTSTANDING VOLUNTEER STEPHEN K. ROWLEY

Chairman of the Delta Upsilon Educational Foundation

In 22 years as Chairman, Rowley grew the board and volunteers; expanded the partnership between the Fraternity and the Foundation, including merging the staffs of the entities; increased the Annual Loyalty Fund by 100%; established of a permanent endowment; and increased the foundation’s net assets by 380%.

OUTSTANDING VOLUNTEER ELISSE JONES FREEMAN

Alpha Delta Pi Foundation

Freeman has demonstrated a lifelong commitment to ADPi, serving as an advisor, province president, district team director and member of the Grand Council. She gives of her own time, resources and energy, including serving as a steering committee member for the successful $10 million We Believe Campaign in 2013-2016.

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S ER N RT PA E C A

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North American Interfraternity Conference • Foundation for Fraternal Excellence


DISTINGUISHED DIAMOND

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North American Interfraternity Conference • Foundation for Fraternal Excellence

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North American Interfraternity Conference • Foundation for Fraternal Excellence


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NIC

EDUCATION AND LEADERSHIP PROGRAMS

WHO SHOULD ATTEND: All IFC officers IFC Academy provides IFC officers with tools and training to be effective and build cohesiveness as a team, and understand their responsibility in the peer governance of their fraternity community. IFC Academy is a partnership between the NIC, AFLV, NGLA and SGLA, and takes place at regional conferences throughout the spring.

WHO SHOULD ATTEND: Campus chapter and council officers LAUNCH is a one-day campus-based program to turn the best of the fraternity and sorority experience into dynamic solutions for community challenges. Newly-elected chapter and council officers build relationships, explore individual and shared issues, and set goals to address them together.

WHO SHOULD ATTEND: Fraternity and sorority members from all organizations/councils The Undergraduate Interfraternity Institute (UIFI) is a five-day living-learning experience for fraternity/ sorority members representing all councils, communities and roles. This immersive program elevates leadership potential within participants and encourages open dialogue among peers around values-based change. Participants gain a better understanding of challenges faced by interfraternal communities and how to address those challenges for betterment of the fraternity/ sorority experience.

Annual Meeting of Members WHO SHOULD ATTEND: Industry professionals and key volunteers from member organizations

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The Annual Meeting of Members is the yearly gathering of NIC member organizations to conduct the business of the conference. Educational programming focuses on key industry updates and trends.

WHO SHOULD ATTEND: All IFC Presidents PRIME focuses on the enormous job of an IFC President, who is asked to lead his council effectively, establish campus relationships and create a shared vision toward positive change. PRIME provides concentrated training in January when many Presidents start their term. Participants work with interfraternal professionals and experts on-site to discuss and plan for potential issues that may impact their campus.

WHO SHOULD ATTEND: Campus emerging leaders IMPACT is a campus-based program where facilitators and students leave everyday schedules and environments for a retreat setting. The bonds created between all participants while identifying action steps for community growth and positive change results in sustained communication and commitment as leaders of their community.


FFE

EDUCATION AND LEADERSHIP PROGRAMS

Formerly Institute for Greek Advancement WHO ATTENDS: Top one to two professionals of a fraternal foundation; Alliance Partners FORMAT: Think-tank atmosphere CURRICULUM FOCUS: Executivelevel leadership and fundraising • • •

SAVE THE DATE JANUARY 20-23, 2020 THE CAPE, CABO SAN LUCAS, MEXICO Registration opens in October

Formerly Greek Retreat

Formerly THE Foundations Seminar

WHO ATTENDS: Professionals with a direct role in annual giving work, traveling development professionals; Alliance Partners FORMAT: Skill-building workshops with best-practice sharing and peer networking CURRICULUM FOCUS: • TRACK 1 - Annual giving strategy and components • TRACK 2 - Major gifts fundraising and planned giving

WHO ATTENDS: Foundation professional staff and volunteers from all experience levels; Alliance Partners FORMAT: Blocked educational programming and led by foundation peers, partners and experts CURRICULUM FOCUS: Programs areas include communications, engagement, fundraising, management, finance and stewardship ALSO: Hosted in conjunction with the NIC Annual Meeting of Members

• • •

SAVE THE DATE MARCH 26-27, 2020 SHERATON-KEYSTONE CROSSING INDIANAPOLIS Registration opens in December

• • •

SAVE THE DATE AUGUST 23-26, 2020 MARRIOTT INDIANAPOLIS DOWNTOWN Registration opens in May

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SAVE THE DATE

2020

AUG.

23-26

INDIANAPOLIS MARRIOTT DOWNTOWN Annual Meeting of Members

Profile for North American Interfraternity Conference

2019 Annual Meeting/Seminar Program Book  

Program book shared by attendees of the North American Interfraternity Conference Annual Meeting of Members and Foundation for Fraternal Exc...

2019 Annual Meeting/Seminar Program Book  

Program book shared by attendees of the North American Interfraternity Conference Annual Meeting of Members and Foundation for Fraternal Exc...