Not-for-Profit Summit

We have selected a dynamic set of topics for the all-day seminar. Join us and our robust set of speakers to learn about current issues facing NFP organizations, including the strategies and best practices to manage them in the ever-changing NFP environment.


9:30 am - 10:00 am   Breakfast & Registration

10:00 am - 11:00 am   Is Your Constituent Relationship Management Strategy Discouraging or Encouraging Relationship Building? Presented by Chris Pritcher, Merkle Inc.

We live in a digital age, driven by data, therefore your relationship management tools need to fit into the always evolving ways of communicating with your audience and provide valuable data. The need to streamline communications enterprise-wide to measure engagement across your organization’s programs goes beyond tracking donations. Finding a solution that positions you to pinpoint volunteers and donor gaps, maintain communications all in one platform, and improve efficiency through data integrity is vital to many nonprofits today. In this session learn more about what every organization can start doing now to lay the foundation to help strengthen relationships, drive engagement, measure progress and nurture your customer’s experience to drive long term value. 

11:00 am - 12:15 pm   Economic Update, Presented by Fredric Walls, Managing Director, SunTrust & Colleen Doremus, Director, SunTrust

Hear the latest on the state of the economy, why the current conditions are both unique and challenging, and what the intersection of multiple economic crosscurrents could mean for growth, interest rates, and the investing markets over the coming year. 

12:15 pm - 1:00 pm Lunch

1:00 pm - 2:15 pm   NFP Spotlight: Mary Tod Winchester, VP Administration/Operations of the Chesapeake Bay Foundation

Nonprofits commonly have many goals to exceed year to year, but two that remain out in front of the nonprofit strategic planning race: growth and impact. With technology entering the workforce at increasing speeds innovation has become a factor added to those goals. Managing a nonprofit let alone steadily growing, providing impact, and constantly innovating is a tall order. Mastering these challenges through sustainability efforts, economic environments, and political changes is even more remarkable.

Mary Tod Winchester has seen growth, impact, and innovation among many other strategic values develop through her time at The Chesapeake Bay Foundation. This session will be a conversation providing insights and stories around how Mary Tod has been managing the operations of the foundation, like a business, because nonprofits are a business at the end of the day that ultimately need to maintain sound governance practices, IT security protocols, donor communications in a digital era, and more to win the nonprofit strategic planning race.  

2:15 pm - 3:15 pm  Breakout Sessions

  • Session 1: Accounting & Tax Updates, Presented by Kate Coleman, SC&H Group & Lori Burghauser, SC&H Group

    Hear the latest tax pronouncements impacting non-profit organizations, revenue recognition issues related to conditional grants and contributions, implementation of new not-for-profit financial reporting guidelines and State registration requirements for soliciting contributions.

  • Session 2: Interest Rate Protection Mechanisms, Presented by Brandon Artigue, SunTrust

    A discussion on the current interest rate market and risk management strategies.

3:15 pm - 3:30 pm  Break

3:30 pm - 5:00 pm   How to Navigate the Ever Changing Political Environment
Presented by Mark Oesterle, Lobbyist

5:00 pm Complimentary Happy Hour & Networking


Please feel free to contact us if you have any questions.


Sponsored by:


Event Details

Thursday, November 9th

Grand Hyatt Washington
1000 H Street NW
Washington, DC 20001

9:30am - 10:00am
Breakfast and Registration

10:00am - 5:00pm:

5:00pm - 6:00pm:
Happy Hour & Networking

CPE Credits
Earn up to 6 CPE Credits

Registration - $40