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Times have changed and so have how you create, build, and manage your peer-to-peer events. Don’t be overwhelmed; come join us and let’s talk through 10 ideas for your next virtual event!

Charity Dynamics’ power duo, Sue Dalos, Principal Consultant, and Brenda Miele, UX Director, will showcase their favorite new ideas for virtual events and talk through how to get them up and running to delight your supporters and your bottom line. You’ll walk away with virtual event ideas, tips on how to get them up and running, and inspiration for this new way to think about p2p events.

It’s 2020 and you’re focused on growing your virtual P2P program. So is every other organization! Competition is fierce, and supporter expectations have never been higher. How can your organization stand out from the crowd?

Here’s the good news – you have the power to transform a transactional relationship into a solid, long-term partnership! Maureen shares practical examples of ways to engage your P2P fundraisers, draw them more deeply into your organization, and help them raise more money.

Whether you’re a virtual P2P event pro or if this is your first rodeo, you’ll come away with fresh ideas and inspiration.

Attendees will:
- Learn how (and when) to communicate with your P2P fundraisers
- Understand the concept of micro-appreciation and how to use it effectively
- Explore ways to use your marketing automation and social media tools
- See examples of organizations that are doing this well

Speaker: Maureen Wallbeoff

When it comes to virtual peer-to-peer fundraising, there’s an often-overlooked approach that can help you increase your number of long-term donors.

While we know that personal connections to a cause often drive the highest loyalty, did you know channels like tribute and peer-to-peer are two that tend to perform abysmally in terms of renewal rates? What are you doing to improve how you engage and retain supporters from an important group of people who have the potential for great impact: social donors?

Let’s face it – these donors are often supporting their friend, co-worker, or family member and don’t have that direct or personal connection with your organization. Wouldn’t it be great if there were easy-to-follow steps that can help you engage and sustain donors from these hardest-to-retain donor channels?

In this session, we show you how you can create a real and genuine connection with social donors and turn them into long-term supporters. You’ll learn:

• Reasons why these channels are the hardest to retain
• Motivations for donors to stay loyal, and the causes of why they lapse
• Tips on creating an engagement campaign to maximize your donor retention from tribute and peer-to-peer fundraising

Speakers:
• Bailey Benzlé, Director of Pre-Sales & Sales Enablement, Omatic
• Stu Manewith, Nonprofit Advocacy Director

Now, more than ever, it’s important to sharpen your peer-to-peer fundraising skills beyond traditional events. What better way to learn about effective ways to run virtual events and campaigns than hearing straight from other successful programs?

In this moderated panel session, P2P fundraising professionals share how organizations are using the virtual peer-to-peer model to continue fundraising — even when physical events aren’t possible. You’ll hear real-world, no-nonsense tips and lessons learned around campaigns including a virtual food drive and how physical events are transitioning to virtual campaigns.

You’ll leave the session with ideas you can start using right away.

Speakers:
• Mark Becker, Founding Partner at Cathexis Partners
• Betsy Dye, Digital Fundraising and Media Manager, Second Harvest Food Bank of Central Florida
• Jillian Stewart, Founder & CEO, Peerworks Consulting

Learn from Rachel Kubicki Collins, founder of the LIVESTRONG wristband campaign, and corporate sponsorships experts Lynn Jennings and Rita Willoughby. They share five essentials that they use to find a great partner for their cause:

• How to create a prospect list from scratch
• Who to contact first
• What’s the hook to get them to listen
• Creating a dynamic pitch
• Asking for the sale

Acquisition is the Holy Grail of peer-to-peer fundraising. The landscape has changed a lot, and the rate of change is accelerating. Keeping up is not optional, as the old ways to acquire fundraisers are simply not producing the results we need and for which we budgeted.

Katrina VanHuss leads a conversation about which acquisition techniques are effective today and how those techniques work.

• Moderator: Katrina VanHuss, CEO, Turnkey
• Panelists:
- Jeremy Berman, Founder, GoodUnited
- Don Moro, Business Development Manager, CommonThread
- Eric Okimoto, COO, boodle.ai
- Megan Rouse, Strategist, Turnkey
- Amin Tehrani, Founder, Revunami

How do you measure a volunteer's worth? Show the return on investing in them? While volunteers are priceless and we can't do what we do without their dedication and support, we've all seen, experienced, or been responsible for volunteers being made a low priority, especially when we're short on time or resources. Big mistake.

Volunteers are our front line — thoughtful people giving their time and talent to connect with a community they care about. Harnessing their collective power? Game changer. Be it a small improvement or a huge new idea, get excited to bring actionable items back to your program, organization, or board!

Speakers:
• Tiffany Estell, Fundraising Manager and Peer-to-Peer Specialist, OP 3
• Erin Kenny, Manager, Out of the Darkness Walks, American Foundation for Suicide Prevention

In an effort to increase fundraising (and improve donor acquisition and retention), one nonprofit organization began exploring how to apply the principles of custom-modeling audiences — normally used in the direct mail world — to help their board members and fundraisers increase their personal giving network. The result of this modern approach: a successful peer-to-peer fundraising program.

In this presentation, Eric Okimoto, COO of boodle.ai, and this nonprofit organization highlights the successes, challenges, and hard-earned lessons of this strategic fundraising initiative from the (Fall 2018 / Spring 2019) event season.

Learning outcomes:
• Understand how the world of p2p fundraising is changing based on the need to reduce the noise in an increasingly noisy mass email world.
• Learn how better data and artificial intelligence (AI) can power your p2p fundraisers to new levels through better prospecting and greater personalization.
• Understand how p2p fundraising helps organizations acquire new donors via warm introductions from your p2p supporters to people who are likely to support your cause.
• Learn lessons and best practices for encouraging, supporting, and inspiring your p2p supporter to become better fundraisers.

Speakers:
• Eric Okimoto, COO, boodle.ai
• Kristina Kaufmann, CEO and co-founder, Code of Support Foundation

When it comes to peer-to-peer fundraising, not everyone is in the same place. But whether you’re just getting started or you’re looking to take your peer-to-peer program to the next level, you’re not alone.

In this session, you’ll hear from a moderated panel of nonprofit professionals at various levels of sophistication with their organization’s peer-to-peer program. They’ll tell their stories and answer questions about their experiences with peer-to-peer fundraising campaigns. No matter how simple or complex your program is, you’ll walk away with tips, techniques, and inspiration for your next peer-to-peer fundraising campaign.

• Moderator: Mark Becker, Founding Partner at Cathexis Partners
• Panelists:
- Karen Cincotti, Assistant Director Web IT Operations, Roswell Park Alliance Foundation
- Sarah Smith, Director of Development, Safe Passage

Never have there been as many software platforms for peer-to-peer fundraising as there are today. So, how do you find the right one for your nonprofit? This session covers the various types of peer-to-peer campaigns and the technology capabilities required to support them, plus points to consider when evaluating peer-to-peer platforms. You’ll hear learnings straight from a panel of nonprofit professionals who have recently gone through the process of selecting a peer-to-peer fundraising platform.

After attending this session, you’ll:
• Understand what technology capabilities you may need based on the type and complexity of your peer-to-peer campaign(s)
• Know specific considerations for what to look for when evaluating peer-to-peer fundraising software platforms
• Learn tips and insights on what peer-to-peer fundraising software platforms can help you accomplish

Speakers:
• Mark Becker, Founding Partner, Cathexis Partners
• Claire Geiger, US Partnerships and Fundraising Manager, World Bicycle Relief
• Anna Harré, Digital Specialist, UNICEF New Zealand
• Jessica Martin, Chief Operating Officer, NephCure Kidney International

Learn about a new service to help reduce processing cost and increase revenue, with a real-world case study provided by American Cancer Society.

Speakers:
• John Wright, Director of Business Development, HEPData
• Bill Campbell, DonateDouble
• Tom Mansmith, Senior Director, Workplace Giving & Matching Gifts, American Cancer Society

Ask any fundraiser if they’d like to have their supporters raising funds on their behalf, and you’re going to get a “helllll yeah.” But successfully activating people to reach into their networks requires two things: a strong relationship and a clear path forward. In this session, we’ll discuss the strategies and tactics to engage your supporters and mobilize them to take the next step.

Hear how Team Rubicon successfully increased p2p fundraising returns through personalized donor interactions. With a text message, a call to action, and a link, Team Rubicon drove an 11% bump in transacting fundraisers, with a killer ROI.

Speakers:
• Meghan Nesbit, Director of Nonprofit Market Development, Twilio.org
• Matt Scott, Deputy Director of Development Operations, Team Rubicon USA

Corporate engagement for your peer-to-peer program can provide more teams, increased fundraising, and underwriting funds. It can also provide a promotion partner and an ally for program expansion. In this session, you will learn about:
• Building your prospect list
• Researching and prioritizing leads
• Outreach that delivers results
• 3 secrets to maximizing peer-to-peer sponsorship revenue

Speakers:
• Rachel Kubicki Collins, CEO, Accelerated Charity Growth
• Katie Cooper, National Walk Manager, National Hemophilia Foundation

In today’s nonprofit event space of sponsorship dollar competition, minimal registration fees, and short participant attention spans, returning fundraisers are precious. Are you doing all you can to make sure you’re not losing them because of a bad event experience that may be easily fixable? In this session, you’ll learn how you can radically improve your organizations’ event experience — and keep fundraisers coming back — without adding significant expense.

You'll leave this session:
• inspired to create better events by improving staff and volunteer preparation
• armed with actionable steps to take immediately whether your event is new or a legacy
• ready to share specific ideas—and continue the discussion—with the rest of your team

Speakers:
• Erica Helphand, Managing Partner and COO, OP3
• Nicole Dolan; Senior Director, Out of the Darkness Walks; American Foundation for Suicide Prevention (AFSP)

Whether it’s associated with a large event — like a walk-a-thon, or it’s year-round — like a tribute campaign, peer-to-peer (p2p) fundraising is all about engaging supporters to raise funds from their own networks on your nonprofit’s behalf. No matter what type of peer-to-peer fundraising campaign your organization embarks upon, you don’t have to go it alone.

In this session, we will talk and answer questions about real-world experiences in planning, launching, running, and wrapping up successful online p2p fundraising campaigns. You’ll walk away with tips, tricks, and techniques for successful p2p fundraising.

Speakers:
• Mark Becker, Founding Partner, Cathexis Partners
• Maria Shanley, Second Harvest Food Bank of Central Florida

Never before have there been as many software platforms for peer-to-peer fundraising as there are today. But, with so many choices, how do you find the right tool for your nonprofit?

In this session, we’ll give you a brief overview of today’s peer-to-peer fundraising technology landscape, followed by a moderated panel discussion with three nonprofits who have evaluated, selected, and implemented a peer-to-peer fundraising technology platform. You’ll learn:

· What types of peer-to-peer fundraising platforms are available today
· What process some nonprofits have used to find the peer-to-peer fundraising tool that’s right for their organization
· What’s worked and what hasn’t for some nonprofits in the world of peer-to-peer fundraising technology

This session complements the soon-to-be-released guide, The Peer-to-Peer Fundraising Technology Landscape, by Cathexis Partners.

Speakers:
· Moderator: Mark Becker, Founding Partner, Cathexis Partners
Panelists:
- Cathy Cabrey, Independent Peer-to-Peer Fundraising Specialist
- Jessica Dean, Peer to Peer Fundraising Manager, Sierra Club
- Mary O. Ratcliffe, Vice President of Marketing and Communications, Pediatric Brain Tumor Foundation
- Tim Newman, Director of Peer to Peer Fundraising, Heifer International

Too many organizations today are creating the donor journey based on “best practices,” or what they (internal stakeholders) think their supporters want or need. The most valuable resource for these answers is the one that is most often never used — your donors.

During this session, we will explain how you can measure donor loyalty AND, more importantly, uncover what you as an organization should do to create more of it.

Apps, Bots and "Big Data" are all the buzz in the technology world. But, what do they have to do with helping you raise more money in your peer-to-peer events and campaigns? Everything. Modern technology opens the door to whole new ways of aggregating your data, saving time on reporting and improving integration.

In this session, you’ll learn what you can do to take advantage of new tech like Bots and warehouses. You’ll hear how organizations have improved the way they manage data across dozens of events — they are saving hours and hours of human time by using Bots to populate their data warehouse and automate the creation of their walk reports and website updates of fundraising results across dozens of events. In addition, you'll learn how National Kidney Foundation and other organizations are using plug-and-play Bots for better integrations between systems.

You'll leave this session with:
• An understanding of how Bots and data warehouses work for nonprofits
• Concrete examples of ways you can save time and money by modernizing your program
• Solutions for your reporting and integration problems

Yesterday’s signature events relied on heavy sponsorship dollars and registration fees for revenue. Now, we are focused on encouraging our participants to raise as much as possible, and we sometimes lose track of other direct and indirect revenue opportunities.

In this session, Rachel Kubicki Armbruster will speak with peer-to-peer program leaders about how they've uncovered new money and maximized the peer-to-peer programs at their nonprofits — without starting new programs AND adding significant expenses. You'll leave this session with:

• Inspiration for your peer-to-peer program
• Specific line items to consider adding for your next budget
• Actionable next steps to help you realize more dollars for your bottom line and your mission

This step-by-step instructional session will show you how to analyze your event data and turn that data into actionable insights to grow your peer to peer fundraising events. You will leave this session knowing:

• what are the key performance indicators to track
• the step by step process for how to perform the analysis on those key metrics
• how to develop strategies based on the insights from the data analytics

Speakers:
• Lynn Howes, Partner, Analytical Ones
• Bill Jacobs, Founder and Managing Partner, Analytical Ones

Organizations are finding new ways to use peer-to-peer tools and approaches to raise money and engage supporters. Traditional walk-a-thons aren’t going anywhere, but tools that were originally intended for such events are now being used for everything from virtual food drives to mission trips to fraternity events to blood drives to the increasingly popular DIY events.

In this session, we’ll look at outside-the-lines approaches to peer-to-peer fundraising campaigns. You’ll see real-world examples of creative campaigns, and hear directly from Parkinson Canada how their My Life List took an experiential approach to a peer-to-peer fundraising campaign. You’ll walk away with fresh ideas that you can put to work right away.

Speakers:
• Mark Becker, Founding Partner, Cathexis Partners
• Jon Collins, Senior Manager, Events and Partnerships, Parkinson Canada

Your event is only one day. But, what about the other 364 days of the year? How can you help your supporters champion your cause when they are not onsite? Learn how Alzheimer’s Association and other organizations are leveraging online communities to generate excitement, build awareness, and grow engagement months in advance with large segments of their event populations.

Speakers:
• Wendy Folk Vizek, Senior Director, Constituent Events, Alzheimer’s Association National Organization
• Michael Wilson, Founder, Small World Labs; CMO and CSO, Personify

In this session, we’ll talk about why mobile matters so much; what mobile adoption rates currently look like; and how you can use the latest mobile technologies to build your brand, increase awareness around your events, and increase engagement. Mobile fundraising technology can help put event engagement tools in the palm of your participants' hands. We'll share tips on how to market your event and mobile tools for the greatest adoption, so you can reach more participants and ultimately raise more money.

Speakers:
• Devan Twyman, Crazy Train Conductor and CEO, RaiseMore
• Sally Riddle, Database Manager for Carry The Load

"A brand is no longer what we tell the consumer it is — it is what consumers tell each other it is." — Scott Cook, founder of Intuit.

Do you have a brand people and companies want to associate with? What are people saying about your brand? How can others impact your organizational growth? What is the value of your brand and how can you influence the value?

In this session, you’ll learn how to determine the value of your brand, improve brand awareness and attract sought-after audiences. You’ll also hear from Project HOPE about the strategic process they used to create event branding that addressed specific organizational needs. In just one hour, you’ll be equipped to make changes that lead you to a resounding: "Yes, I have a brand worth partnering with!"