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Thursday, January 11, 2024
8:30 am
- Friday, January 12, 2024
12:30 pm
EST
Join us in Tampa, FL for this annual, invitation-only, conference for BWF higher education clients and select friends.

This conference, tailored specifically for Chief Development Officers and VPs of Advancement, will feature sessions on:

  • Leveraging Big Idea Priority Development
  • Reimagining Talent and Organizational Structures
  • Navigating Family and Entrepreneurial Wealth
  • Creating a Donor Experience
  • Aligning AI to Organizational Needs

If you have questions, please contact events@bwf.com.

Location

HOTEL ALBA
5303 W Kennedy Blvd
Tampa, FL 33609 United States

Book your room at the Hotel Alba at the discounted BWF rate until December 15th!

Book Your Hotel

 

 

 

 

Day 1: Thursday, January 11, 2024

8:30 – 9:00 a.m.
Breakfast
9:00 – 9:30 a.m.
Welcome & Conference Overview
9:30 – 10:30 a.m.
Aligning AI to Organizational Needs
10:30 – 10:45 a.m.
Morning Break
10:45 – 11:30 a.m.
Creating a Donor Experience
11:30 – 12:30 p.m.
Lunch
12:30 – 1:30 p.m.
Navigating Family and Entrepreneurial Wealth
1:30 – 1:45 p.m.
Afternoon Break
1:45 – 3:00 p.m.
Leveraging Big Idea Priority Development
3:00 – 3:15 p.m.
Afternoon Break
3:15 – 4:00 p.m.
Emerging Topics in Higher Education Philanthropy
4:00 – 4:15 p.m.
Day 1 Closing
4:15 p.m.
Adjourn
6:00 – 9:00 p.m.
Dinner

Day 2: Friday, January 12, 2024

8:00 – 8:30 a.m.
Breakfast
8:30 – 8:45 a.m.
Day 2 Welcome
8:45 – 9:45 a.m.
Roundtable Discussions
9:45 – 10:00 a.m.
Morning Break
10:00 – 11:00 a.m.
Reimagining Talent and Organizational Structures
11:00 – 11:15 a.m.
Wrap–up and Thank–You
11:15 a.m.
Adjourn
Heather Cordell Heather Cordell, Vice President for Advancement, Biola University
Mo Cotton Kelly Mo Cotton Kelly, Chief Operating Officer and SVP for Stakeholder Engagement, The UConn Foundation, Inc.
“Mo,” as she is called by family, friends, and colleagues is the Chief Operating Officer and Senior Vice president for Stakeholder Engagement. (COO-SVP), with responsibility for driving operational and comprehensive campaign strategy, overseeing key administrative functions, and guiding a culture of inclusivity for the UConn Foundation. Mo oversees the departments of alumni relations, marketing and communications, annual giving, stewardship, and board engagement.Mo has more than 27 years of experience with higher education institutions in the university advancement field where she has developed exemplary leadership, created strategic plans, cultivated organizational change, and is known nationally as a leader in the industry.
Matthew Eynon Matthew Eynon, Associate Vice President and Chief Operating Officer, Massachusetts Institute of Technology
Colleen Garland, Vice President for Advancement, Kenyon College
Rod Grabowski Rod Grabowski, Senior Vice President for Advancement and Partnerships and CEO of the University of Central Florida Foundation, Inc.
Rod Grabowski is UCF’s Senior Vice President for Advancement and Partnerships and CEO of the UCF Foundation, Inc. A passionate advocate for higher education and its power to transform lives, he oversees the university’s fundraising, alumni relations, partnership, communications and marketing efforts. Under his leadership, the Division of Advancement and Strategic Partnerships builds meaningful, fruitful connections that enhance UCF’s impact and result in new sources of revenue to fuel our excellence and unleash the potential of our students, faculty and community.
Nichole Ipach, Vice President for University Relations & Advancement and President of CSUN Foundation, California State University Northridge
Nichole Ipach was appointed Vice President for University Relations & Advancement and President of CSUN Foundation in November 2021. Prior to joining CSUN, Nichole was Vice President for University Advancement at California State University Channel Islands (CSUCI). Her 21-year professional career in fundraising and advancement work also includes working for the Foodbank of Santa Barbara County and Many Mansions, an affordable housing organization based in Thousand Oaks, CA. Originally from Clovis, California, Nichole attended the University of California, Santa Barbara, where she graduated with honors with a B.A. in English. The mother of twins, she lives with her husband in Ventura.
Nancy Jackson Nancy Jackson, Senior Vice President and Chief Development Officer, The University of Kansas Endowment
Nancy Jackson is Senior Vice President and Chief Development Officer for KU Endowment. Previously, she co-founded Generous Change, which provides workshops and toolkits for university fundraisers, academic leaders, and trustees around the country. Before that, she served as Assistant Vice President for Strategic Development at KU Endowment, Team Lead for the College of Liberal Arts and Sciences, and Development Director for the Spencer Museum of Art after ten years as an acquiring editor at the University Press of Kansas. Jackson also founded an award-winning nonprofit which continues to thrive today.
Josh Birkholz Josh Birkholz, CEO, BWF
Josh Birkholz is the CEO of BWF, the nonprofit service and technology company known for its innovations in elevating philanthropy around the world. Josh is a leader in big philanthropy and an architect of the business of fundraising. He is the author of the books Fundraising Analytics (Wiley, 2008) and Benefactors (Wiley, 2022). Josh is the Chair of the Board of the Giving USA Foundation and an instructor at the Rice University Center for Philanthropy and Nonprofit Leadership.
Katrina Klaproth Katrina Klaproth, Chief Operating Officer and President, Philanthropic Services, BWF
For Katrina Klaproth, the fact that “we actually make a difference … every single day” is what she finds the most inspiring about nonprofits and philanthropy. Over 20 years ago, she “stumbled into the field and it’s all she’s ever done since.” Ask her about her career path and you’ll find that she’s emphatic that she can’t imagine doing anything else. The fact that Katrina gets to work with individuals who strive daily to support their missions and passions is, as she says, contagious.
Mark Marshall Mark Marshall, President, Philanthropic Counsel, BWF
During Mark Marshall’s 30+ years in fundraising, he’s worked with many of the great children’s hospitals and academic medical centers, public and private colleges and universities, and nonprofit organizations. For him, philanthropy is ennobling and powerful in its ability “to help donors see what they can do in the world and help organizations to inspire donors to act—both are incredible ways to help make the world a better, kinder, more just place.” Mark is a history buff (and is especially passionate about genealogy), coaches and plays hockey, and loves the great outdoors.
Jeff Hilperts Jeff Hilperts, Senior Vice President, Philanthropic Counsel, BWF
At BWF, Jeff conducts intensive administrative audits, leads campaign planning studies, interviews major and principal gift donors, provides highly customized trainings for staff and volunteers, and crafts growth-justified staffing plans. And for him, it’s rewarding to play a small role in creating the innovations that will expand and enhance the fundraising field and the impact it can have in the world. As the father of three, most of Jeff’s passions align with his children’s activities. But, when he’s not participating in their events, you’ll probably find him in the kitchen or on the tennis court.
More speakers to be announced!

View the Sessions