FINZ 2019 Conference Timetable

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Wednesday 12th June // MASTER CLASS DAY
8:30 - 9am Registration and Coffee
Stream 1 - Exhibition Hall Stream 2 - Banquet Room 1 Stream 3 - Banquet Room 2 Stream 4 - Conference Room 1
9 - 10:30am Lynne Wester 'Donor Journey, the four pillars' Part 1 Simon Scriver Taking the fear out of corporate fundraising Part 1 Sean Triner and Jeff Brooks 'Double your income in 5 hours' Part 1 Kerren Morris 'Realtime Strategy for Sustainable Growth' Part 1
10:30 - 11am Morning Tea - Horizon Lounges
11 - 12:30pm Lynne Wester 'Donor Journey, the four pillars' Part 2 Simon Scriver Taking the fear out of corporate fundraising Part 2 Sean Triner and Jeff Brooks 'Double your income in 5 hours' Part 2 Kerren Morris 'Realtime Strategy for Sustainable Growth' Part 2
12:30 - 1:30pm Lunch - Horizon Lounges
1:30 - 3pm Lynne Wester 'Donor Journey, the four pillars' Part 3 Simon Scriver Taking the fear out of corporate fundraising Part 3 Sean Triner and Jeff Brooks 'Double your income in 5 hours' Part 3 Kerren Morris 'Realtime Strategy for Sustainable Growth' Part 3
3 - 3:15pm Afternoon tea or coffee available into fireside chat
3:15 - 4pm Fireside Chat 'What's hot and What's not' hosted by Michelle Berriman with Katherine Raskob (FIA), Dearne Cameron (Pareto) - Cole Theatre
4:15 - 6:30pm Execucare - Welcome Cocktail Function - Exhibition Hall and Perry's Rest
Thursday 13th June // FINZ CONFERENCE
8 - 9am Registration and Coffee
9 - 10:30am Cole Theatre - Opening Plenary "Takeaways" with Michelle Berriman (FINZ), Katherine Raskob (FIA), and Lynne Wester (USA)
10:30 - 11am Morning Tea 'Marketplace Exhibition Space', Promeande Room and Bar
Stream 1 - Exhibition Hall Stream 2 - Banquet Room 1 Stream 3 - Banquet Room 2 Stream 4 - Horizon Lounges 1 and 2
11 - 11:45am Lynne Wester When we are dead and gone Claire Anderson Zero to hero: creating a holistic RG programme from scratch Jeff Brooks 7 Deadly Sins of Fundraising and how to overcome them John Bird Business Intelligence. Too hard. Too good. Too scary to miss.
11:45 - 12:30pm Gavin Coopey How well trusted are we? Darren Musilli Pay attention to retention Claire Carruthers How to launch a succesful Art patrons programme
12:30 - 1:30pm Lunch 'Marketplace Exhibition Space', Promeande Room and Bar
1:30 - 2:15pm David Jack Impact, programme and revenue Lynne Wester Donor Relations Simon Scriver Small budget, big impact Clive Pedley and Iyanthi Wijayanayake Capital campaign success for big and small organisations
2:15 - 3pm Andrew Sabatino How to develop a best practice DM Fraser Alexander Legacy fundraising gifts in wills
3 - 3:15pm Afternoon Tea 'Marketplace Exhibition Space', Promeande Room and Bar
3:15 - 4pm Jemma Balmer Making friends with your Imposter Corporate Fundraising Panel with Simon Scriver, Alesha Hope and Nikki Newton Cross Stuart Ghent A pinch or ten of creative chili Lydia Hemingway and Sebastian Grodd Shaking the Bucket
4 - 4:45pm John Bergin Fundraising through podcasting... back to the future Daniel McDiarmid Are Feasibility studies feasible
6:30 - 7:30pm Pre dinner drinks and canapes - Exhibition Hall and Perry's Rest
7:30pm - Midnight FINZ Awards 2019 and dinner - Banquest Rooms 1 and 2
Friday 14th June // FINZ CONFERENCE
8 - 8:45am Registration and Coffee
8:45 - 10am NZed Talks: Janet Colston, Animating Passions; Simon Scriver, Let's Mystery Shop; Sarah Paterson-Hamlin, When the CEO does the Dishes Taster; Dominique Leeming, Transforming a well-loved charity; and Andrew Nunn, The Magic of experiential fundraising
10 - 10:30am Morning Tea 'Marketplace Exhibition Space', Promeande Room and Bar
Stream 1 - Exhibition Hall Stream 2 - Banquet Room 1 Stream 3 - Banquet Room 2 Stream 4 - Horizon Lounges 1 and 2
10:30 - 11:15am Sarah Paterson-Hamlin When the CEO does the dishes Natalie Macaulay Why your community fundraiser is more important than the CEO Jeff Brooks What we are really doing when we raise funds Kristine Ash Making events and online fundraising work for your charity
11:15 - 12pm Andrew Sabatino How Guide Dogs SA grew from 13 bequestors to 312 in 5 years Adrienne Thurston of Hugh Green Foundation, Clint Dunstan and Jo Kinnaird Grants Panel Peter Dalton Confronting the 6 fundraising dilemmas
12 - 12:45pm Lunch 'Marketplace Exhibition Space', Promeande Room and Bar
12:45 - 1:30pm Stephanie Maitland Donor Development - turning supporters into donors Simon Scriver Manage your fear and progress your Career Nikki Sayers Prospect Research Greg Millar A Road Map for Fundraising Success
1:30 - 2:15pm Genevieve Ashburner Generational Giving: What really matters today to maximise your fundraising impact John Godfrey Asking made Simple Ashley Rose and Stu Hawkins Man vs Machines -donor engagement with the human touch
2:15 - 3pm Eleanor Cater, Liam Willis and Mark Longbottom Creating a sustainable income stream from an effective endowment fund Faciliatated by Eva Aldrich, with Tilda Bostwick, Greg Millar, Amanda Stanes, Stephanie Maitland Building your career in fundraising Panel Alesha Hope Starting from Scratch Corporate Fundraising Sarah Coulthard One-of-a-kindness gala
3 - 4pm Sean Triner, Terri Rosenstock, Stephanie Pietromonaco, Marnie Fleming, and Alex Williams 'Myth Smashing!', Cole Theatre

 

 

2019 CONFERENCE SESSIONS

Donor Journey Master Class

Donor Journey, the four pillars

Stream 1 - Exhibition Hall // Master Class Wednesday 12th June 9am - 3pm

Speaker: Lynne Wester

We will walk you through the four pillars of donor relations, outlining what you could have, should have and MUST have in each area to ensure your programme is superior and effective. This interactive session will help you fill in any holes you might have in your programme, and give you some ideas on how to enhance what you already have. A great companion to the book The Four Pillars of Donor Relations. 

Simon Scriver Master Class

Taking the fear out of Corporate fundraising

Stream 2 - Banquet Room 1 // Master Class Wednesday 12th June, 9am - 3pm

Speaker: Simon Scriver

Does your organisation encourage you to approach anyone & everyone for a partnership? Do you feel overstretched & overwhelmed on where to begin? Have you had enough of cold calling & want to spend your precious time looking for and working with the businesses that will have the biggest impact? Then this session is for you. We’ll explore the best methods of looking for, pitching to and working with corporate partners to flip your corporate fundraising from scattered to strategic.  

Sean and Jeff Master Class

Double your income in 5 hours

Stream 3 - Banquet Room 2 // Master Class Wednesday 12th June, 9am - 3pm

Speaker: Sean Triner & Jeff Brooks

Never before at a fundraising conference has this unique approach to tapping the potential within your database ever been available!
Combining the very best of old-fashioned best practice, direct marketing and personal relationships with modern tech and tools this interactive session will show you the ropes in a step by step plan to reach YOUR mid-value donors and grow major donor income, fast.
This is a practical masterclass, with optional pre-conference prep. Attendees that provide info upfront gain the advantage of being live case studies.
When you complete this masterclass you’ll have a step by step plan to:

  • Easily identify and quantify the potential within your database
  • Define HOW to approach WHO and with WHAT offer
  • Have defined exactly what that offer actually is: that’s right – you’ll have the offer ready for YOUR donors within this session. And… here’s a hint. It won’t involve producing any more material.
  • Double your revenue from these donors – almost certainly within 12 months; but maybe even in THIS coming tax/end of year campaign!
  • Increase donor loyalty and future giving
  • Increase confidence in realising the potential within the current database, providing evidence for increasing budget spend

The plan saves you time – and lots of it – makes higher value asks much easier, and raises income, fast. It’s a cutting edge plan but actually just merges a load of established best practice in a way you’ve probably never heard of!

Who is it aimed at?

The beauty of this plan is that it would work at nearly all fundraising organisations, be they arts, education, health, overseas aid, social services, disability, advocacy and more.

Kerren Morris Master Class

Realtime Strategy for Sustainable Growth

Stream 4 - Conference Room 1 // Master Class Wednesday 12th June, 9am - 3pm

Speaker: Kerren Morris & Sebastian Grodd

Join Kerren to learn the secrets of a strategic planning framework proven to create a culture of supporter-centricity, innovation, and collaboration across teams. This masterclass provides a clear roadmap for getting there – while increasing the lifetime value of your donors and the sustainability of your core revenue streams.

This Masterclass will enable delegates to create a “Realtime Strategy ™”, revisited daily, refreshed quarterly and recalibrated annually.

Module 1:

Calibration – where are we now? Participants will take part in an interactive session that seeks to identify the current state of strategic planning in the organization. This will serve to identify for the presenter and the attendee) the key focus areas for the different participants in the workshop. Discussion.

Module 2:

We will work through the 6 core elements of the framework – where we are now (situation analysis), where do we want to be (ambition), imperative (if we don’t change our approach what will happen), stop/start/continue (tactical toolset), collective goals and annual planner.

As we step through each of the elements, we will bring them to life with real life examples from Life Flight, Cancer Council, Australian Red Cross and more.

Module 3:

Delegates will move into 3 groups; each to be briefed on a strategic challenge to be resolved via the framework – with the goal of presenting their Strategy to a Page at the end of the workshop.

Delegates will each receive a Powerpoint template deck that they start to work through from the moment they return to work.  (Exclusive to delegates attending this masterclass)

Fireside Chat: What's hot and What's not

Fireside Chat

What's Hot and What's Not, hosted by Michelle Berriman

Cole Theatre // Workshop Wednesday 12th June, 3:15pm - 4pm

Speakers: Katherine Raskob (FIA), Dearne Cameron (Pareto)

Join Michelle Berriman GM of FINZ to have a chat with Katherine Raskob, CEO of FIA and Dearne Cameron (CEO Pareto) to chew that fat about the trends of fundraising, whats's hot, what’s not and what we should be watching out for.

Execucare Cocktail Party

Execucare Welcome Cocktail Party

Exhibition Hall & Perry's Rest // Event Wednesday 12th June, 4:15pm - 6:30pm

Bring a fun and fancy attitude and kick off the conference proceedings with Execucare NZ! It's all about good conversation, canapes, and a cheeky cocktail.

This is THE pre-conference opportunity to meet and greet fellow fundraisers, the conference speakers and exhibitors.

Tilda Bostwick will make herself available to answer your burning fundraising career or recruitment questions and copies of the latest Salary Survey will be available.

The Execucare team look forward to seeing you!

Opening Plenary

Opening Plenary

Kick start your Takeaways

Cole Theatre // Event, Thursday 13 June 9am - 10:30am

Speakers: Michelle Berriman (FINZ), Katherine Raskob (FIA), & Lynne Wester (USA)

Stream 1 - When we are Dead and Gone

When we are dead and gone

Stream 1 - Exhibition Hall // Workshop, Thursday 13 June 11am - 11:45am

Speaker: Lynne Wester

Is too late to begin to steward your planned giving donors?  Ideally you should engage these legacy donors even before they've made their gift commitment.  Building an intentional bond with deferred giving donors improves your chances of receiving more support now, as well as  the potential for increased legacy gifts.  In this session learn how to develop a simple, yet strategic donor relations programme for your planned giving donors that will build a lasting relationship now that will lead to greater support in the future. 

Stream 2 - Claire Anderson

Zero to hero creating an holistic RG programme from scratch

Stream 2 - Banquet Room // Workshop, Thursday 13 June 11am - 11:45am

Speaker: Claire Anderson

The St John Team Green is a monthly donation programme that allows the donors to provide the critical back to St John frontline services. To grow St John's regular giving programme, they have focused on creating a compelling proposition, acquisition, retention, and innovation. Donors want to see themselves as being a part of the team that makes lifesaving work possible. So, St John developed a regular giving programme around the idea that  donors are on the same team as  ambulance officers. Since the ambulance officers wear green St John felt ‘Team Green’ was a powerful way to make that connection. 

Stream 3 - Jeff Brooks

7 Deadly sins of Fundraising and how to overcome them

Stream 3 - Banquet Room 2 // Workshop Thursday 13th June, 11am - 12:30pm

Speaker: Jeff Brooks

This enlightening and entertaining workshop highlights seven common errors made in fundraising that limit effectiveness -- in some cases they actively turn donors away -- and yet most professional fundraisers make one or more of these mistakes again and again.

Why? Because they are the errors we make when we try to do it right! They are the errors the experienced fundraisers make! Jeff knows, because he's made every one of these errors.

This is not a finger-pointing, you're-getting-it-wrong session. It's a sympathetic look at the real world we operate in, along with practical ways to overcome each of these errors. Solutions any fundraiser can put to work to improve their fundraising by increasing response rates, and boosting donor retention rates. 

Stream 4 - John Bird

Business Intelligence. Too hard. Too good. Too scary to miss.

Stream 4 - Horizon Lounges 1 & 2 // Workshop Thursday 13th June 11am - 11:45am

Speaker: John Bird

Most not for profits will tell you that they recognise the importance of data, but all too often they sit on a data gold mine (or at least a small seam of gold) that they are doing nothing with.   Against a backdrop of growing concerns about supporter privacy and data legislation, something that used to be in the ‘too hard’ box is now also in the ‘too scary’ box. In this presentation, John will explore these challenges and provide direction on how to make sure your house is in order, acknowledging what may be too hard but also what shouldn’t be. He will de-jargon what Business Intelligence really means and what you should be aspiring to do and illustrate this with real life examples of some of the analytics, modelling and reporting that have been implemented in the University’s fundraising and alumni relations team.

Stream 1 - Gavin Coopey

How well trusted are we?

Stream 1 - Exhibition Hall // Workshop, Thursday 13 June 11:45am - 12:30pm

Speaker: Gavin Coopey

How does the Trust and Confidence New Zealanders have in charities compare with that in other countries? We can believe that New Zealander’s are pretty trusting and have confidence in the charity sector to do an important job effectively and ethically. Yet, how does our public compare to that in other countries globally?  Well; for the first time we have a clearer picture and Gavin will take us through what we have learned from a unique benchmarking research study conducted recently and presented at the International Fundraising Convention in Holland.  Globally, huge shifts in climate, politics and the Economy leave many cynical and untrusting, even in the positive work charities do. How does this context influence your ability to create a more positive relationship, with your public for your charity, and what can you do to stand out? 

Stream 2 - Darren Musilli

Pay attention to retention

Stream 2 - Banquet Room 1 // Workshop, Thursday 13 June 11:45am - 12:30pm

Speaker: Darren Musilli

This session puts the spotlight on retention by setting the framework and expanding your supporter knowledge to better understand why some donors stay and some donors leave. It sounds simple but listening to your donors, asking them questions and generally treating them like real life people will make them stay. 

After all most donors leave because:

  • Their financial circumstances have changed,
  • They never received their receipt
  • They wanted to support in other ways but were   never given the opportunity, and
  • They felt they were asked too many times

Come along to this session and identify the opportunities within your database setting you up for planned growth and improving your retention rates.

Stream 4 - Claire Carruthers

How to launch a successful Art patrons programme

Stream 4 - Horizon Lounges 1 &2 // Workshop Thursday 13th June 11:45am - 12:30pm

Speaker: Claire Carruthers

Fundraising for the arts and humanities has arguably never been harder. In New Zealand, and in higher education, the current climate of cutbacks in arts programmes is reducing what organisations can deliver, particularly with some institutions eradicating fine arts and art history from their curriculum. We’ve all read the news articles about ‘the death of art history’ and the ‘crisis in the humanities’. This is a major road block to fundraising for the arts. The impression this gives to a donor is that there is little point supporting something that might disappear.

As a passionate Art History Masters graduate, I cannot advocate enough for the importance of the arts! Not only as a structured learning discipline but also as a necessity to counterbalance some of the uncertainty and turbulence in today’s anxious world. As Andre Maurois said, “Art is an effort to create, beside the real world, a more humane world.”

I see philanthropy as another means to make a ‘more humane world’. The generous act of giving not only proves our ability to care for others but, when directed to the arts, creates an opportunity for them to do their work. I fundraise for this reason, to make the world a more humane place.

My talk is designed to show how supporting the arts is not just a creative dynamic but can truly change lives. We, as advancement professionals, continually talk about the impact on the donor, the impact on the organisation, what is the greatest impact, has your impact report moved someone to tears? Sound familiar? Let’s imagine the impact of the disappearance of the arts from today’s changing world. The impact on humanity! This is the story that needs to be told and aligned with your arts mission.

I aim to present real life examples from the recently launched patrons’ programme at the Adam Art Gallery on how to attract and retain committed and motivated donors on a shoestring budget. I believe that with passion, storytelling and fun, we can provide memorable experiences to bring people together to deliver moments that won’t be forgotten. The memorable experience is the greatest tool for an arts programme. We have license to think, design, act, pursue, introduce, engage, ask and thank creatively to cultivate life-long relationships. Philanthropy can make a difference for the donor and their recipients, and that when used to foster the arts, giving can serve life-affirming ends which will create a ‘more humane world’.

Stream 1 - David Jack

Impact, programme, and revenue - co-dependency at its best!

Stream 1 - Exhibition Hall // Workshop, Thursday 13 June 1:30pm - 2:15pm

Speaker: David Jack

The decision makers who choose which charities to give major grants and donations to are increasingly making their decisions based on evidence of social impact. It’s no longer enough that your charity just ‘does good’. Amongst fundraisers, there is limited knowledge of the concept of social impact and its importance in successfully acquiring large grants, corporate partnerships and major gifts. Understanding and communicating the social impact of your organisation’s programsme so you can seriously compete for significant grants and donations is dependent on a strong relationship between the programme and fundraising departments.

Stream 2 - Lynne Wester

Donor Relations

Stream 2 - Banquet Room 1 // Workshop, Thursday 13 June 1:30pm - 3pm

Speaker: Lynne Wester

Put yourself in the donor’s shoes.  They don’t want another lapel pin or bumper sticker.  They want to know they make a difference to your institution and they are valued.  Donor appreciation is not expensive, but neglecting it can be.  Research shows that it is seven times more expensive to acquire a new donor that to keep the one you have.  The solution is simple:  put the donor first, consume yourself with the DX, their experience, not yours. 

Stream 3 - Simon Scriver

Small Budget, Big Impact

Stream 3 - Banquet Room 2 // Workshop, Thursday 13 June 1:30pm - 3pm

Speaker: Simon Scriver

As a fundraiser, you’re the bridge between your donors, beneficiaries, co-workers, volunteers and the Board. With limited time and resources, how do you use your working week wisely? Simon will look at the life of a Small Shop Fundraiser, with lessons that can be used in organisations of any size

Stream 4 - Clive and Iyanthi

Capital campaign success for big and small organisations

Stream 4 - Horizon Lounges 1 & 2 // Workshop, Thursday 13 June 1:30pm - 2:15pm

Speaker: Clive Pedley & Iyanthi Wijayanayake

Raising significant funds for Capital Campaigns, whether they are for buildings, special projects or endowment funds, need design, structure, careful planning and hands-on management. They are significant and often historical fundraising initiatives that transform organisations. This presentation will share one or two successful capital campaign case studies, with very different starting points, that have had great success. In this session, attendees will understand the applied art and science of Capital Campaigns relating to the fundamentals, including planning, preparation and execution.

Stream 1 - Andrew Sabatino

How to develop a best practice DM

Stream 1 - Exhibition Hall // Workshop, Thursday 13 June 2:15pm - 3pm

Speaker: Andrew Sabatino

Andrew will demonstrate various principles needed to develop a best practice fundraising direct mail program. Using his experience at Guide Dogs, he will highlight how he grew Direct mail from $100k to $1m over 5 years using some essential platforms needed to drive donor engagement.

Stream 4 - Fraser Alexander

Legacy fundraising gifts in wills

Stream 4 - Horizon Lounges 1 & 2 // Workshop, Thursday 13 June 2:15pm - 3pm

Speaker: Fraser Alexander

Legacy programmes must focus on the donor experience - Really, Sherlock? The session will illustrate how we could reassert our focus on the donor experience in 3 ways:

  • By Analysing emotions, behaviours and donor insight to formulate a strategy that works. Propensity indicators? Prevalent motivations and attitudes - what is our psychographic?
  • By enabling legacy conversations.                                                     
  • By socialising legacy giving through knowledge transfer using messaging that cascades legacy activities. Using case studies, challenging traditional best practice principles and humour to highlight the importance of shaping the donor experience, the presentation style will tag the key learnings to memorable one-liners, paradoxical statements and iconic individuals.
Stream 1 - Jemma Balmer

One for the Millennials: Making friends with your Imposter

Stream 1 - Exhibition Hall // Workshop, Thursday 13 June  3:15pm - 4pm

Speaker: Jemma Balmer

Wherever we work, the first few years can be a real mixture of long hours, bumbling mistakes, sheer dumb luck, and trying desperately not to get ‘found out’ for the imposter we feel we are.  This is the session where we’re going to talk about those fears, especially as they relate to age and skill – what’s it like to be young in the not-for-profit workplace. What unique challenges does this age group face? Why is your voice important? What do you have to offer, at your age? How can you move through your fear of being wrong?  From a millennial, to a millennial – this is the session that will help you examine the Imposter, where that voice comes from, and how we can harness it for good. 

Stream 2 - Corporate Fundraising Panel

Corporate Fundraising Panel - What's the Reality of Corporate Fundraising?

Stream 2 - Banquet Room 1 // Panel, Thursday 13 June 3:15pm - 4:45pm

Speakers: Simon Scriver, Alesha Hope, and Nikki Newton Cross

This MC lead session will look to deliver outcomes that give a variety of fundraisers both sides of the viewpoint, from a Corporate Supporter and  experienced corporate fundraisers' viewpoint
Some example questions that will be used to kick start the conversation:

  • Have you noticed a shift in the sector over the years? More charities applying? less experienced applications?
  • What makes a proposal stand out from the others?
  • If you could give 3 top tips on how to get noticed, as a charity, what would they be?
  • What not to do? Any funny antidotes?
  • Can you give an example of a charity doing it right?
  • As we go into a new generation of donors what can we do as charities to remain current in the eyes of prospective funders?
Stream 3 - Stuart Ghent

A pinch or ten of creative chili: a chef's guide to spicing up your next appeal

Stream 3 - Banquet Room 2 // Workshop, Thursday 13 June 3:15pm - 4:45pm

Speaker: Stuart Ghent

This practical, hands-on workshop will take you into the creative kitchen and give you ten flavor-enhancing ideas on how to improve your next appeal. From picking your prop, to perfecting your PS; From the rule of three, to getting more from your case study; you’ll get the chef’s tour as Pareto Fundraising creative director Stuart Ghent calls on real-life fundraising examples, drawn from recent New Zealand campaigns
Created for fundraisers who have Beef Burgundy needs but Shepherd’s Pie budgets – for those who need to cook at home rather than eat out at an agency – this session offers a selection of tasty treats for everyone from the novice chef to the capable cook.

Looking to add a little spice to your conference life? Or a whole lot of flavor to your fundraising? This entertaining and informative 90-minute session is for you.

Stream 4 - Lydia and Sebastian

Shaking the Bucket: How to run a successful street collection and have fun doing it!

Stream 4 - Horizon Lounges 1 & 2 // Workshop, Thursday 13 June 3:15pm - 4pm

Speaker: Lydia Hemingway & Sebastian Grodd

Running a street collection can be daunting. So many volunteers, so many moving parts, so many opportunities!

In this session Lydia and Sebastian will work through the key areas of running a successful street collection including planning and laying the foundation, databases, collection sites, collateral, volunteers, corporate partner engagement, scheduling, marketing/communications, integrating with your other fundraising programmes, risk management, the big day, budgets and reporting and (the all-important but so difficult) managing expectations.

Stream 4 - John Bergin

Fundraising through podcasting... back to the future

Stream 1 - Exhibition Hall // Workshop, Thursday 13 June 4pm - 4:45pm

Speaker: John Bergin

Everyone knows the key to good fundraising is the ability to tell a story in a powerful and moving way. The resurgence in podcasting provides charities with the ultimate tool to move people emotionally to support their cause. It also provides the best way to keep donors engaged with the cause and motivated to support and take action. Podcasting will eventually outstrip Facebook and all other forms of social media in effectiveness in communicating a charity’s mission and purpose, and every not-for-profit need to have its own regular podcast.

Stream 4 - Daniel McDiarmid

Are Feasibility studies feasible

Stream 4 - Horizon Lounges 1 & 2 // Workshop, Thursday 13 June 4pm - 4:45pm

Speaker: Daniel McDiarmid

Do feasibility studies accurately assess likelihood of success? Can they predict or prevent disaster? Do they, as often claimed, help to achieve success by getting early buy-in from potential donors? Are they right for 21st Century fundraising? This workshop looks at what you need to know, and what conditions you need to have in place for a successful campaign and explores which elements can be delivered by a feasibility study and how. 

Pre-dinner Drinks & Canapes

Pre-dinner Drinks & Canapes 

Exhibition Hall & Perry's Rest // Event, Thursday 13 June 6:30pm - 7:30pm

FINZ Awards

FINZ Awards 2019 & Dinner

Banquet Rooms 1 & 2 // Event, Thursday 13 June 7:30pm - midnight

NZed Talk - Janet Colston

Animating Passions: Small Societies to Major Gifts

Cole Theatre // NZed Talk, Friday 14 June 8:45am - 10am

Speaker: Janet Colston

NZed Talk - Simon Scriver

Let's Mystery Shop

Cole Theatre // NZed Talk, Friday 14 June 8:45am - 10am

Speaker: Simon Scriver

NZed Talk - Taster

When the CEO does the dishes - a Taster

Stream 1 - Exhibition Hall // NZed Talk, Friday 14 June 8:45am - 10am

Speaker: Dr Sarah Paterson-Hamlin

NZed Talk - Andrew Nunn

The magic of experiential fundraising and building donor loyalty

Cole Theatre // NZed Talk, Friday 14 June 8:45am - 10am

Speaker: Andrew Nunn

NZed Talk - Dominique Leeming

The SPCA Journey

Transforming a Well-Loved Charity from 42 separate entities into one

Cole Theatre // NZed Talk, Friday 14 June 8:45am - 10am

Speaker: Dominique Leeming

Stream 1 - Sarah Paterson-Hamlin

When the CEO does the dishes

Stream 1 - Exhibition Hall // Workshop, Friday 14 June 10:30am - 11:15am

Speaker: Dr Sarah Paterson-Hamlin

We all know that running a charity takes a lot of work and requires many different skills and areas of expertise. For over 2,500 charities in New Zealand, this is being carried out by one person, one sole operator resembling Dick van Dyke at the start of Mary Poppins. Digital technology is making this model increasingly achievable for smaller charities, which comes with obvious benefits to stretched budgets, but significant challenges relating to stress, loneliness, and a lack of diversity in skills and thinking for those sole operators. This session will explore the benefits and pitfalls of being a sole operator charity, how to reap the benefits and mitigate the pitfalls of that model, and ways in which larger charities can learn from the CEOs who do the dishes.

Stream 2 - Natalie Macaulay

Why your community fundraiser is more important than the CEO

Stream 2 - Banquet Room 1 // Workshop, 10:30am - 11:15am Friday 14th June

Speaker: Natalie Macaulay

In this session, Natalie will talk about community fundraising, how it impacts the charity sector and how this income stream is on the increase. She will have break out sessions for people to work on their peer to peer programme and encourage organisations to be prepared for these future generations.

Stream 3 - Jeff Brooks 2

What we are really doing when we raise funds

Stream 3 - Banquet Room 2 // Workshop, 10:30am - 12pm Friday 14 June

Speaker: Jeff Brooks

This is a deep look at the psychology of charitable giving, along with practical insights for reaching donors in the ways that motivate them to give. Based on decades in the trenches doing testing and learning from mistakes and triumphs alike, this session can transform the day-to-day life of the fundraiser.
In a presentation designed to be funny, memorable, and practical, we will look at these approaches to fundraising:

  • What donors need to know in order to say yes.
  • How (and why) to treat the donor as a hero.
  • Six ways to make the message about the donor, not about the organisation.
  • How to craft a motivating and effective fundraising offer.
  • Three ways to communicate emotions effectively.
  • Why every fundraiser should be proud of what they do.
Stream 4 - Kristine Ash

Making event and online fundraising work for your charity

Stream 4 - Horizon Lounges 1 & 2 // Workshop, Friday 14 June 10:30am - 11:15am

Speaker: Kristine Ash

To be successful in their online fundraising, charities need to properly understand and leverage the three pillars of peer-to-peer fundraising: Major Community Events, DIY fundraising and Signature Events. In this practical workshop, and utilising real examples from Bowel Cancer NZ, Catwalk and Ronald McDonald’s House Foundation, Kristine Ash will give you all the tools to integrate online peer-to-peer in your existing fundraising strategy to attract new supporters and grow your revenue.       

Stream 1 - Andrew Sabatino 2

How Guide Dogs SA grew from 13 bequestors to 312 in 5 years

Stream 1 - Exhibition Hall // Workshop, 11:15am - 12pm Friday 14 June

Speaker: Andrew Sabatino

Andrew will demonstrate how he launched a Bequest programme to grow from 13 bequestors to over 300 in 5 years. He will use a simple methodology to allow you to either build one or optimize your existing bequest programme. He will also demonstrate how he is applying the same methodology to his clients at Donor Republic to achieve the same success. 

Stream 2 - Grants Panel

Grants Panel

Stream 2 - Banquet Room 1 // Panel, 11:15am - 12pm

Speaker: Adrienne Thurston, Hugh Green Foundation, Clint Dunstan & Jo Kinnaird

This 90 minute session will be a Q& A session designed to give attendees a chance to ask exactly what they want to know about grant applications. This MC lead session will look to deliver outcomes that give a variety of fundraisers both sides of the viewpoint, from a Funder Adrienne Thurston, CEO of Hugh Green Foundation and experienced grant fundraisers ,Jo Kinnaird & Clint Dunston.

Stream 4 - Peter Dalton

Giving Hope: Confronting the 6 fundraising dilemmas

Stream 4 - Horizon Lounges 1 & 2 // Workshop, 11:15am - 12pm Friday 14 June

Speaker: Peter Dalton

To excel at fundraising, it requires the right fundraising strategy and the right organisational approach. To achieve this however is easier said than done, which is why a leading Australian fundraiser co-authored a new book, ‘Giving Hope’, to give us, fundraising professionals, hope.
Framed by the ‘Six Fundraisers’ Dilemmas’, the session will highlight how fundraisers, and other For-Purpose organisation leaders, can create more engaged, collaborative and effective teams, which break down silos and deliver greater outcomes and impact for their organisations’ missions.
Peter will demonstrate ‘how’ the right application of Emotional Fundraising, Donor Life - Time- Value and the Integral organisational theory, can create more agile, competitive and effective organisations, delivering greater social impact.

Stream 1 - Stephanie Maitland

Donor development - turning supporters into donors

Stream 1 - Exhibition Hall // Workshop, 12:45pm - 1:30pm Friday 14 June

Speaker: Stephanie Maitland

So you’ve got your first gift from a supporter – fabulous! What can you now do to get a second and third donation and keep that donor supporting your organisation for years to come? It’s all about building relationships.  

Stream 2 - Simon Scriver

Manage your fear and progress your Career

Stream 2 - Banquet Room 2 // Workshop, 12:45pm - 1:30pm Friday 14 June

Speaker: Simon Scriver

As a fundraiser your public speaking is so important. How you deliver your message can be the difference between someone donating, volunteering, or doing nothing. We can all benefit if we have better public speakers working in the charity sector.

Stream 3 - Nicki Sayers

Prospect Research - more than a quick google

Stream 3 - Banquet Room 2 // Workshop, 12:45pm - 1:30pm Friday 14 June

Speaker: Nicki Sayers

In her presentation Nicki will cover the fundamentals of prospect research: what it is, and why it's an important part of the major gift solicitation process.  She will look at the resources available to researchers in New Zealand, many of them free, and the data analysis which underpins good research.  She's keen to make the session an interactive one, and is keen for participants to contribute their prospect research experiences.

Stream 4 - Greg Millar

What's the Plan? Developing a road map for fundraising success

Stream 4 - Horizon Lounges 1 & 2 // Workshop, 12:45pm - 2:15pm Friday 14 June

Speaker: Greg Millar

The number one lesson in successful and satisfying fundraising is to have a very clear and simple strategy and plan in place, and ideally condensed down to one compelling summary page. This session will provide some tools to develop that strategy and an opportunity to workshop some of the process (all-be-it on speed). Fundraising is not for the faint hearted, and we need to be accountable for delivering on the strategy and having measurable milestones along the way and clearly report on progress.  The session will provide opportunity for participants to share their own learnings in developing and implementing a fundraising strategy. The focus will be on developing a fundraising strategy with a focus on individual giving rather than leadership giving.

Stream 1 - Genevieve Ashburner

Generational Giving

What really matters today to maximise your fundraising impact

Stream 1 - Exhibition Hall // Workshop, 1:30pm - 2:15pm Friday 14 June

Speaker: Genevieve Ashburner

It’s never been more challenging to work in the social good sector than now.  The pace of technological, demographic and cultural change has been incredible!

We’re hearing the same questions over again such as ‘what channels should I be investing in’ and ‘how can I best reach and engage with different generations of supporters? 

This is a must attend session for social good professionals that will showcase the key generational differences and giving behaviours that really matter today, what channels donors are using, and how it can impact your overall fundraising effectiveness.  We will draw upon a case study or two and provide some cool knowledge and comparative analysis of where we stand against the rest of the world. 

Stream 2 - John Godfrey

Asking made SiMPL

Stream 2 - Banquet Room 1 // Workshop, 1:30pm - 2:15pm Friday 14 June

Speaker: John Godfrey

SIMPL is a Model for Successful Asking.
What holds even experienced fundraisers back is often thoughts like:
"What will they think of me…?"
“What if I say something inappropriate…?
“What if I can’t answer their questions…?
“What if they say no…?”
SIMPL is a model for gift asking, using Neurolinguistic Programming (NLP) techniques, that will help you overcome these fears, put you in control, give you confidence and provide you with a map for a successful meeting.

Stream 3 - Ashley and Stu

Man vs Machines - Donor engagement with the human touch

Stream 3 - Banquet Room 2 // Workshop, 1:30pm - 2:15pm Friday 14 June

Speaker: Ashley Rose & Stu Hawkins

The takeaway, from collaborators Stu Hawkins and Ashley Rose is how to reconcile the human thought, feelings and actions on behalf of our causes with the new frontier of integration, cloud apps, chat bots and AI that everyone is talking about. You don't need to be a data scientist, a digital marketer or a growth hacker to attend the session. It's for everyone, and if any of the above feels familiar I'm sure you'll get some benefit!

Stream 1 - Eleanor Liam and Mark

Creating a sustainable income stream from an effective endowment fund

Stream 1 - Exhibition Hall  2:15pm - 3pm Friday 14 June

Speakers: Eleanor Cater, Liam Willis, & Mark Longbottom

Global research tells us that major donors are changing their habits and want to become more strategic and more involved in where their charity dollar goes. In this session, Eleanor Cater from Community Foundations of New Zealand and Liam Willis from Auckland Foundation will:

explain endowment giving and how it appeals to a smart new wave of major donors/bequest prospects/philanthropists
detail how endowment giving can attract major gifts and significant bequests
demonstrate through examples how a successful endowment fund can provide a sustainable income stream for your charity long into the future
explain the role of Community Foundations as effective facilitators of strategic giving for your charity

Stream 2 - Eva Aldrich

Building your career in fundraising

Stream 2 - Banquet Room 1 // Panel, 2:15pm - 3pm Friday 14 June

Speakers: Eva Aldrich, Tilda Bostwick, Greg Millar, Amanda Stanes, & Stephanie Maitland

It often feels like there isn’t a clear, established path for fundraising professionals to grow their careers. Come and learn from your peers, who have built their careers in fundraising, as they share insight on navigating finding nurturing workplaces, what to look for in a fundraising role to ensure it will help you rise towards your career goals, useful professional development tips, pitfalls to avoid, and more. Attendees will feel recharged and more confident in how to create a rewarding, satisfying fundraising career that meets their professional and personal goals. 

Stream 3 - Alesha Hope

Starting from Scratch Corporate Fundraising

Stream 3 - Banquet Room 2 // Workshop, 2:15pm - 3pm Friday 14 June

Speaker: Alesha Hope

Cancer Council NSW (CNSW) was established in 1955 with a clear vision: a cancer free future. In this session, Alesha will outline the key pillars that have enabled CNSW to build a corporate partnerships programme which has seen success in a short period of time. Alesha will outline key learnings from building the programme from scratch, key trends in corporate partnerships and how CNSW is meeting corporate needs to enable success.

Stream 1 - Sarah Coulthard

One-of-a Kindness Gala

Stream 3 - Banquet Room 2 // Workshop, 2:15pm - 3pm Friday 14 June

Speaker: Sarah Coulthard

When Wellington Free Ambulance turned 90 in 2017, staff at the small regional New Zealand charity decided to celebrate the anniversary by trying a one out of the box fundraising event.

Learn how a small team can go from idea to instigation in twelve months. Sarah will discuss how the One-of-a-Kindness Gala was conceived, how it was promoted and sold to attendees, the fundraising tactics and methods used, key factors for success, and the longer-term fundraising benefits generated by the event.

This event won the Excellence in Fundraising Events Award at the FINZ conference in 2018.

Closing Plenary

Closing Plenary: Myth Smashing!

4 myths in fundraising that could make or break your fundraising

Cole Theatre // Panel, 3pm - 4pm Friday 14 June

Speakers: Sean Triner, Marnie Fleming, Alex Williams, Terri Rosenstock, & Stephanie Pietromonaco

A fun but incredibly useful session; inspired by TED talks and SOFII’s ever popular “I Wish I’d Thought Of That” series.

Introducing four ‘new’ speakers to the fundraising conference circuit. Some of who you’ll see headlining at conferences around the world in years to come.

Fundraisers who have never spoken on the big stage before – but really know their stuff, will get up and tell you about a major myth they busted (or proved to be true) and the impact on their fundraising.

They have TED talk length presentations (<15 minutes) to share their myth AND give you a great learning outcome.

This session symbolically ‘passes the baton’ to the new fundraising talent of New Zealand. Of the four presenters, the audience will nominate one of them to MC next year’s Myth Smashers, introducing four new speakers.

Stay for this session and you will receive a $50-off voucher for FINZ Conference 2020!

 

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