2012 AHP Rockies & Southwest and AHP Southeast Joint Regional Conference Brochure

Save $75Register by April 27

2012

June 3 – 5San Antonio, TX

San Antonio Marriott Rivercenter

Make an ImpactIncrease your knowledge, strengthen your connections and multiply the impact you have on the health of your community.

Register today!www.ahp.org/sanantonio2012

Arkansas . Colorado . Montana . New Mexico . Oklahoma . Texas . Wyoming . Alabama . Florida . Georgia . Louisiana . Mississippi . North Carolina . South Carolina . Tennessee

Major Gifts • Annual Giving

Physician Giving • Lifetime Giving

Capital Campaigns

AHP Rockies & Southwest and AHP Southeast

Joint Regional Conference

Thanks to our Diamond Sponsor

Increase your knowledge… Strengthen your connections… Multiply your impact.

AHP Rockies & Southwest and AHP Southeast Joint Regional Conference

Make an Impact

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Make an Impact

Learn from the best.Increase your knowledge… strengthen your connections… multiply your impact.

The 2012 AHP Rockies & Southwest and AHP Southeast Joint Regional Conference is an exciting three days of collaboration, learning and networking with health care fundraisers from throughout the region. Come and connect with colleagues in fundraising, development and advancement. You’ll learn from the best, with education sessions featuring the field’s most respected speakers, experts and practitioners.

Discover strategies for raising funds now and into the future, and learn how to multiply the impact you have on the health and well-being of your community. Whether you’re a seasoned health care development professional or new to the field—whether you’re from a small or large shop or somewhere in between—you’ll walk away with up-to-date information on topics chosen specifically to advance your philanthropy program, your profession and your career.

Developed by and for health care fundraisers, the AHP Rockies & Southwest and AHP Southeast Joint Regional Conference is the education opportunity created with you in mind. Join other professionals working in the region within the challenging, rewarding and high-impact field of health care development.

2012 AHP Rockies & Southwest and AHP Southeast

Joint Regional Conference

June 3 – 5, 2012San Antonio Marriott Rivercenter

Register online today!www.ahp.org/sanantonio2012

Why you should attendn Two days of education sessions covering the

field’s most important topics

n Top speakers, experts and practitioners

n Reasonable lodging and travel costs to San Antonio

n Eligible for more than 15 CFRE certification points

n Numerous networking opportunities

June 3 – 5, 2012 . San Antonio, TX

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An outstanding education opportunity

What do attendees of

AHP conferences value the most? The education.

The opportunity to learn from experts and successful

development professionals.

The chance to discover how to raise funds and chart a course for

hospital foundations and other health care organizations in

today’s challenging economy.

•“This is a great conference and

well worth the money.”•

“The conference quality was exceptional. I can’t comment

highly enough on the quality!”•

“This was a fabulous conference, with truly outstanding

educational opportunities. I really appreciate it.”

Earn more than 15 CFRE points by attending this conference!

Opening Luncheon KeynoteFeaturing Dr. Alfred B. Knight

Monday, June 4 . 12:30 pm – 2:00 pmSponsored by Orlando Health Foundation

The Next ChapterAlfred B. Knight, M.D. is president of the Scott & White Healthcare Foundation, having previously served as president and CEO of Scott & White Healthcare, the largest multi-specialty group practice in Texas, with more than 800 physicians and scientists and more than 13,000 staff. In this inspiring and wide-ranging keynote address, Dr. Knight will discuss the place of philanthropy in American society, what social media means for healthcare, life transitions and the meaning of leadership.

Dr. Knight is a professor at Texas A&M Health Science Center College of Medicine. He holds a bachelor’s degree from the Massachusetts Institute of Technology and a medical degree from Case Western Reserve University. He is a Diplomat of the American Board of Obstetrics and Gynecology and has a diploma of special qualification in Maternal and Fetal Medicine.

Closing Luncheon Keynote Featuring Stanley F. Hupfeld, FACHE

Tuesday, June 5 . 12:15 pm – 1:30 pmSponsored by INTEGRIS Foundation

Do what your Mother asks: Simple advice for Health Care Professionals in a Post-Reform Environment

Join us for lunch and an engaging discussion by Stanely F. Hupfeld, FACHE, former President and CEO of INTEGRIS Health. Mr. Hupfeld served in executive leadership roles at INTEGRIS from 1987 to 2009, was chairman of the INTEGRIS Family of Foundations in 2010, and is a former member of the American Hospital Association board of directors. He currently writes a health care column and is the author of “Political Malpractice—How the Politicians Made a Mess of Healthcare Reform.”



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Schedule at a Glance

Time Session Sponsor

Sunday, June 38:00 am – 4:00 pm AHP Development Primer

8:30 am – 4:30 pm AHP Advanced Course

1:00 pm – 5:30 pm Registration Desk is open

5:00 pm – 6:00 pm Newcomer’s Reception Sponsored by Bayfront Health Foundation

6:00 pm – 7:30 pm Opening Reception with Exhibitors

Monday, June 47:30 am – 5:15 pm Registration Desk is open

8:00 am – 9:00 am AHP Southeast Regional Breakfast Sponsored by Emory School of Nursing

AHP Rockies & Southwest Regional Breakfast Sponsored by Scott & White Healthcare Foundation

9:15 am – 10:30 am Education Sessions

Beginning to Build Donor Relationships Track

Motivating Major Donors to Move Up Track Sponsored by Thompson & Associates

Living Lifetime Relationships with Donors Track Sponsored by Henderson Mallory Partners

Seasoned Professionals Track Sponsored by Baptist Health Foundation (Birmingham)

10:30 am – 11:00 am Break with Exhibitors Sponsored by Partners in Recognition

11:00 am – 12:15 pm Education Sessions





12:30 pm – 2:00 pm Keynote Luncheon with Dr. Alfred B. Knight Sponsored by Orlando Health Foundation

2:15 pm – 3:15 pm Education Sessions





3:15 pm – 3:45 pm Break with Exhibitors Sponsored by Baptist Health Foundation (Jacksonville)


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“My first AHP conference. I loved it!”

Time Session Sponsor

Monday, June 4 continued4:00 pm – 5:15 pm Education Sessions





6:00 pm – 9:00 pm AHP Bi-Regional Conference Welcome Event: “A Night in Old San Antone” (must purchase tickets in advance)

Presenting Sponsor: Mitchell AssociatesSecondary Sponsor: Parkland Foundation

Tuesday, June 58:00 am – 1:30 pm Registration Desk is open

8:00 am – 9:15 am Roundtable Breakfast

9:15 am – 10:30 am Education Sessions




10:30 am – 11:00 am Break with Exhibitors

11:00 am – 12:15 pm Education Sessions




12:15 pm – 1:30 pm Closing Luncheon with Stanley F. Hupfeld, FACHE Sponsored by INTEGRIS Foundation

1:30 pm Conference concludes



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Conference SponsorsThe following organizations and companies have provided generous contributions in support of the 2012 AHP Rockies & Southwest and AHP Southeast Joint Regional Conference. As of 2/9/2012.

Baptist Health Foundation (Birmingham)

Baptist Health Foundation (Jacksonville)

Bayfront Health Foundation

Bentz Whaley Flessner

Chapters Health System

Driscoll Children’s Hospital

Emory School of Nursing

Erlanger Heath System Foundation

Henderson Mallory Partners

INTEGRIS Foundation

McKee Foundation

MD Designs By Metal Decór

Mitchell Associates

Morton Plant Mease Foundation

Orlando Health Foundation

Parkland Foundation

Partners in Recognition

Ruffalo Cody

Scott & White Healthcare Foundation

Stobbe Design

St. Vincent Healthcare Foundation

Thompson & Associates

University Medical Center Health System Foundation

NoteSponsorship opportunities are still available! Your organi-zation will gain increased visibility by sponsoring a confer-ence track or event. If you are interested in becoming a sponsor, please contact [email protected], so we may put you in touch with the regional sponsorship chair.

Your organization is also invited to exhibit at this confer-ence. Please download an exhibitor registration form at www.ahp.org/exhibitadvertise or call 703-532-6243.

Support the vendors and consultants that support you!

Exhibitors will display their latest products and services at the conference. Plan to stop by and discuss how they might work with you to raise your development program to new levels of success.

Diamond Sponsor


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Special Events & Receptions

Welcome Event “A Night in Old San Antone”

Monday, June 4: 6:00 pm – 9:00 pm Presenting Sponsor: Mitchell Associates Secondary Sponsor: Parkland Foundation

Conference attendees are in for a “Texas-sized” wel-come as they spend “A Night in Old San Antone”! Join us as we transform a historic courtyard near the famous Riverwalk into a colorful mercado. This enchanting evening will have something for everyone. Just a stone’s throw away from the Alamo, you’ll enjoy a true Tex-Mex experience with an array of fabulous food, fun and enter-tainment. See for yourself why San Antonio is home to a world of flavors, artistic expression and cultural heritage.

Celebrate San Antonio’s diversity and the city’s rich artistic tapestry at this family-friendly fiesta with a Texas accent! Southwestern hors d’ouvres will be served at various food stations and two adult-beverage tickets will be included in ticket price. Cash bar available. Dress is casual.

Tickets must be purchased in advance. Tickets are $50 per adult and $15 per child ages 3–12 (kids 2 and under free). Guests are welcome to purchase tickets as well! Please use the online or printed conference registration form to purchase tickets. A limited number of tickets are available for this event and will be sold on a first-paid, first-reserved basis. Tickets are non-refundable.

Newcomer’s Reception Sunday, June 3: 5:00 pm – 6:00 pm

Sponsored by Bayfront Health Foundation

Are you a newcomer to the AHP Rockies & Southwest and Southeast Joint Regional Conference or a new member of AHP? If so, don’t miss this casual gathering where you’ll have an opportunity to meet colleagues, learn about AHP and receive tips for getting the most out of the conference. All are welcome!

Opening Reception with Exhibitors Sunday, June 3: 6:00 pm – 7:30 pmKick off your conference experience at the opening reception in the Exhibit Hall. Eat, drink, and mingle with colleagues and learn about the latest products and services from exhibitors.

Roundtable Breakfast Tuesday, June 5: 8:00 am – 9:15 amLooking for ideas and solutions? Join your colleagues for breakfast in an engaging exchange around one health-care fundraising topic. Sign up at the registration desk to participate in a roundtable breakfast session that best fits your needs. Information will be provided on site regarding roundtable topics and discussion facilitators.



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Pre-Conference WorkshopsSunday, June 3

Come a day early for these in-depth workshops

on health care fundraising!

ChairsJeffrey A. Lea, FAHP, CFRE Executive DirectorMiddle Tennessee Medical CenterMurfreesboro, TN

Amy S. Dorrill, FAHP, CFRE, MBAAssociate Dean of Development & Alumni RelationsNell Hodgson School of Nursing— Emory UniversityAtlanta, GA

This fast-paced, one-day, fundamental workshop focuses on the basic elements of health care philanthropy and the role of development in a health care organization. This workshop reviews major areas of health care development, including: major, planned, and annual giving; capital cam-paigns; policies; finance; marketing; and many other topics.

The workshop is highly recommended for those new to health care development (with less than two years experi-ence) and for support staff and board members who need to understand the elements of health care development. The course fee includes the all-day workshop, the AHP Primer CD with “how to” examples (a valuable reference tool for every development professional), and a continental breakfast and lunch.




Registration FeePlease note that there is a separate registration fee for these workshops.

Early Registration (Postmarked by 4/27/12)

Regular Registration (Postmarked after 4/27/12)

AHP member $265 $315

Non-member $365 $415

AHP Development PrimerA Workshop on the Fundamentals of Health Care Development

8:00 am – 4:00 pm


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Pre-Conference WorkshopsSunday, June 3

FacultyMary Love (Bitsy) Henderson, FAHPPrincipalHenderson Mallory PartnersAustin, TX

Candace C. Burnett, CFREPresidentHuntsville Hospital FoundationHuntsville, AL

The AHP Advanced Course is a one-day, intensive program that provides a quick and comprehensive overview of fund-raising principles for health care development professionals who have five or more years of experience in the field.

The course content is organized around the CFRE exam and can assist development professionals in preparing for the CFRE or FAHP examinations. Participants review the core competencies outlined in the CFRE knowledge areas.

The course fee includes the workshop, workbook, and a continental breakfast and lunch.

Registration FeePlease note that there is a separate registration fee for these workshops.

Early Registration (Postmarked by 4/27/12)

Regular Registration (Postmarked after 4/27/12)

AHP member $290 $340

Non-member $390 $440

AHP Advanced CourseA Workshop on Advanced Concepts in Health Care Fundraising

8:30 am – 4:30 pm




Beginning to Build Donor Relationships

Motivating Major Donors to Move UpSponsored by Thompson & Associates

Living Lifetime Relationships with Donors Sponsored by Henderson Mallory Partners

Building an Annual Gift and Donor Relationships Pipeline in a Small Shop

Can small shops run an effective donor-centered, relationship-based operation on a limited budget and staff? You bet! This session will demonstrate the experi-ence of The Nebraska Medical Center’s development office, with just 5.8 FTE’s, midway through its five-year strategic plan which has seen a 300% growth in dollars, donors, and donations. Learn how detailed processes, line-item expenses, physician engagement, and “lean management” engagement have all been instrumental to the success of building donor relationships.

PresenterRandall Hallett, CFRE, JD, MBAExecutive Director of DevelopmentThe Nebraska Medical CenterOmaha, NE

Transforming Health Care: Transforming Major Gift Work (Part I)

In 2002, the Virginia Mason Foundation began to implement the Toyota Produc-tion System management methodology in all areas of its work. These sessions will examine the application of this manage-ment system in fundraising, in particular in major gift work. Specific topics covered include creating visibility and effectiveness within the major gift cultivation process for major gift officers, and developing productive pipelines through board and physician partnerships.

PresentersJeanne JachimSenior Director of DevelopmentVirginia Mason Medical Center FoundationSeattle, WA

Michael K. VanDerhoefPresidentVirginia Mason Medical Center FoundationSeattle, WA

Transitional and Planned Giving Essentials

Working with donors at the top of the giving pyramid requires systems and strategies that are carefully and properly executed to achieve success. This session will discuss proven methods working with donors who are most loyal to your organi-zation and how to enable them to make a significant impact today and in the future.

PresenterMichael FrickAssociate Vice President of DevelopmentThe University of Texas MD Anderson Cancer CenterHouston, TX



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7:30 am – 5:15 pm AHP Registration Desk Open

8:00 am – 9:00 am AHP Southeast Regional Breakfast Sponsored by Emory School of Nursing

AHP Rockies & Southwest Regional Breakfast Sponsored by Scott & White Healthcare Foundation

Conference ScheduleMonday, June 4

9:15 am – 10:30 am




Making the Connection

Making the Connection is a program de-signed to “connect” direct mail, Children’s Miracle Network or special event donors to your mission resulting in larger gifts and long-term support for your organization. We will share our process of moving donors along the fundraising continuum—talking with our donors, determining who has a sin-cere interest in our mission, and incorporat-ing them into our cultivation program.

PresentersCindy Atmar, CFRESenior Director of DevelopmentCHRISTUS Santa Rosa FoundationSan Antonio, TX

Gracie MartinezCMN CoordinatorCHRISTUS Santa Rosa Health Care CorporationSan Antonio, TX

Stephanie KruegerDirector of DevelopmentFriends of CHRISTUS Santa Rosa FoundationSan Antonio, TX

Transforming Health Care: Transforming Major Gift Work (Part II)

In 2002, the Virginia Mason Foundation began to implement the Toyota Produc-tion System management methodology in all areas of its work. These sessions will examine the application of this manage-ment system in fundraising, in particular in major gift work. Specific topics covered include creating visibility and effectiveness within the major gift cultivation process for major gift officers, and developing productive pipelines through board and physician partnerships.

PresentersJeanne JachimSenior Director of DevelopmentVirginia Mason Medical Center FoundationSeattle, WA

Michael K. VanDerhoefPresidentVirginia Mason Medical Center FoundationSeattle, WA

Transformational Gifts: The Pathway to Maximizing Charitable Potential

Throughout its first ten years, Bozeman Deaconess Foundation had never received a seven-figure gift and six-figure gifts were very rare. Now, four years after initiating a comprehensive $9 million capital cam-paign and receiving several million dollar contributions, philanthropy at Bozeman Deaconess Hospital has been transformed. What began as an effort to expand emergency services, ended up fundamen-tally changing how money is raised and philanthropy is viewed at this rural 86-bed hospital. Learn how transformational gifts impacted the campaign, doubled annual development goals and created an all-encompassing culture of philanthropy.

PresentersDebra A. Gill, FAHP, CFRE, MPAExecutive Vice President of PhilanthropyBozeman Deaconess FoundationBozeman, MT

Matthew R. GhiorsiSenior Executive Counsel Ghiorsi & Sorrenti, Inc.Wyckhoff, NJ


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10:30 am – 11:00 am Break with Exhibitors Sponsored by Partners in Recognition

Conference ScheduleMonday, June 4 continued

11:00 am – 12:15 pm




Get In Your Donor’s Head for Better Results

This session will explore the effective use of psychographic profiling information that gives you incredible insights into who your donors are, what they value and how they make decisions. This information is a valuable lever in informing your fundrais-ing strategy, from acquisition to major donor cultivation.

PresentersBetsy Chapin Taylor, FAHP, CFRECDO/Foundation PresidentErlanger Health System FoundationChattanooga, TN

Dana HeterPresidentDirect StrategiesRichardson, TX

Building a Foundation of Excellence through GAP Analysis

GAP analysis helps organizations com-pare actual performance with potential performance and identifies action steps necessary to close those gaps. This allows you to use current resources effectively to perform at an optimal level. In this session you’ll learn how to apply GAP analysis to your major gifts programs including moves management and physician giv-ing. Ultimately, a GAP analysis identifies strengths and opportunities and helps determine where to focus your limited resources of time and money.

PresentersKaren JensenVice President & Chief Operating OfficerOrlando Health FoundationOrlando, FL

Calder P. SinclairPresidentSinclair, Townes & CompanyAtlanta, GA

Fostering and Sustaining Commitments from Principle Donors

Outstanding! Your development team has been successful in securing a transforma-tional gift for your organization. It’s what we all strive for, but now you realize that the work has just begun. Whatever a trans-formational gift means to you—a dollar amount or a key endorsement—you must plan for and manage the relationship so it lasts a lifetime for your organization. In this session, we will take a brief look at the strategy for approaching a legacy donor and the motivations behind such a gift, and spend time discussing how to steward these relationships in perpetuity.

PresentersLisa KennedySenior Vice President & Chief Development OfficerGreater Houston Community FoundationHouston, TX

Kristi CooperVice President of DevelopmentBaylor College of MedicineHouston, TX



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12:30 pm – 2:00 pm Keynote Luncheon with Dr. Alfred B. Knight Sponsored by Orlando Health Foundation


2:15 pm – 3:30 pm




Transitioning Event Sponsors and Participants to Donors

Fundraising events are often a large commitment of time and effort for a disproportionately small return. The real benefit to throwing an event is getting new companies and donors interested in your cause, and this session focuses on how to change ‘paying customers’ into advocates of your fundraising efforts.

PresenterKatie BahrDevelopment CoordinatorUT Medical Center and UT Graduate School of MedicineKnoxville, TN

Building Effective Cultivation Strategies

There are many cultivation activities, but they do not all move the prospect forward. This session explores techniques for building effective cultivation strate-gies with team members. Case studies provide examples of how staff members have increased their productivity and effectiveness through a clear manageable process that benefits both gift officers and leadership.

PresentersMark MarshallManaging AssociateBentz Whaley FlessnerMinneapolis, MN

Meschelle J. HuetherSenior Vice PresidentMiami Children’s Hospital FoundationMiami, FL

Philanthropy’s Third Dimension: The Soul of Giving

Donors are just people—and people live their everyday lives in three intertwining states: the intellectual, the emotional and the spiritual. All fundraisers speak to our donors’ brains, and some of us speak to their hearts. Few of us have a clue how to speak to their souls. Join Fraser Green (author of 3D Philanthropy) as he shows you the nitty gritty of connecting more deeply with donors and prospects than you ever have before.

PresentersFraser Green, CFREPrincipal & Chief StrategistGood WorksOttawa, ON

Amy S. Dorrill, FAHP, CFRE, MBAAssociate Dean of Development & Alumni RelationsNell Hodgson School of Nursing—Emory UniversityAtlanta, GA

6:00 pm – 9:00 pm AHP Bi-Regional Conference Welcome Event: “A Night in Old San Antone” (must purchase tickets in advance; see page 23)

Presenting Sponsor: Mitchell AssociatesSecondary Sponsor: Parkland Foundation


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3:30 pm – 4:00 pm Break with Exhibitors Sponsored by Baptist Health Foundation (Jacksonville)


4:00 pm – 5:15 pm




Role of a Physician in Donor Development

A story from the source is worth 1,000 development stratagems—if they tell it right. Physicians can and should be healthcare fundraising spokesmen, but what else can they do for the cause? This Session talks about what works and what doesn’t when physicians take a role in donor development.

PresentersJohn Bell, MDDirectorUTMC Cancer InstituteKnoxville, TN

Richard K. Giecek, CFREChief Development OfficerUniversity Health System, IncKnoxville, TN

Teaching Board Members to Ask

Board members serve an important role for your organization and often times, developing their fundraising skills poses challenges. However, with the right pro-cess and support they are invaluable to your organizations’ success. This session will give participants the tools to prepare board members and volunteer leaders to be part of the major gift solicitation team.

PresenterDeborah A. West, CFREExecutive DirectorUnited Regional FoundationWichita Falls, TX

Secrets to Crafting High Impact Mission Stories

Storytelling is one of the most powerful ways to create an emotional connection to your mission. Learn the “truisms” about crafting stories that will not only move oth-ers but also motivate them to action. This interactive session shares actionable in-formation you can put to use immediately and examples of successfully told stories.

PresenterBetsy Chapin Taylor, FAHP, CFRECDO/Foundation PresidentErlanger Health System FoundationChattanooga, TN



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8:00 am – 1:30 pm Registration Desk Open

8:00 am – 9:15 am Roundtable Breakfast

Conference ScheduleTuesday, June 5

9:15 am – 10:30 am

10:30 – 11:00 am Break with Exhibitors Sponsored by Stobbe Design




How Annual Fund Donors Made an Impact in Capital Campaign Efforts

Learn how your Annual Fund donors can make an impact in reaching your capital campaign goals. Using the recently com-pleted University of Texas MD Anderson Cancer Center Campaign for $1 billion as a case study, you’ll learn: n How incorporating two communication

channels were better than one. n How the right messaging makes a

difference in gifts and dollars. n How asking for the right dollar amount

can turn an initial “no” response into a “yes” response.

n How to evaluate results and make future communication plans.

PresenterDebbie A. CampbellProgram ManagerThe University of Texas MD Anderson Cancer CenterHouston, TX

Engaging Physicians

Please visit www.ahp.org/sanantonio2012 for a description of this session.

PresenterJ. William KinardDirector of Philanthropy, Children’s ServicesGreenville Hospital SystemChildren’s HospitalGreenville, SC

Lifetime of Giving-Stewarding a Donor

Effectively stewarding a donor and their giving is essential for creating a culture of ‘Lifetime Giving’ in any organization. Stewardship goes beyond a plaque on a wall or names printed in the annual re-port. This session will share creative and effective strategies for stewarding donors through their donor cycles and changes in your organization.

PresenterJames HughesDirector of DevelopmentThe Methodist Hospital Research InstituteHouston, TX


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Conference ScheduleTuesday, June 5

11:00 am – 12:15 pm

12:15 pm – 1:30 pm Closing Luncheon with Stanley F. Hupfeld, FACHE Sponsored by INTEGRIS Foundation

Gift Opportunities in Health Care Reform

Health care reform is just around the corner. What is your hospital system doing to help transform the health care de-livery system that can produce new funding opportunities for philanthropy? Why should our donors be interested.

PresentersWilliam C. McGinly, Ph.D., CAEPresident & CEOAssociation for Healthcare PhilanthropyFalls Church, VA

Donor Relations During a Crisis

Major transitions, such as CEO change, and serious crisis from numerous other possible sources have the potential to challenge the confidence of health care donors. We will look at a public hospital, new to major gift fundraising, that had just entered its first large capital campaign for a replacement hospital when the economic downturn hit. In addition, the hospital was experiencing a CEO transition, Medicare and Medicaid issues and constant media attention, hear their lessons learned.

PresentersDavid E. Krause, FAHPPresident & CEOParkland FoundationDallas, TX

Planned Gifts in Capital Campaigns: Complement or Competition?

Modern campaign theory, like modern portfolio theory, must begin to change to ac-commodate the new donor who is being challenged by the nature of their personal financial needs as well as their charitable desires. Campaigns must keep pace and allow the donor to take a more com-prehensive approach. Every campaign should include a properly structured endow-ment component which opens up wider options for participa-tion without sacrificing the need for current dollars.

PresentersJames E. Connell, FAHP, CSAPrincipalConnell & Associates Charitable Estate and Gift Planning SpecialistsPinehurst, NC

Major Findings of the Conversation Cafe Experience

In this wrap-up session, we’ll discuss, analyze and syn-thesize the day’s topics and findings in the areas of health care reform, donor relations in a crisis and planned giving in capital campaigns.

PresentersGeorge F. Maynard, III, FAHPVice PresidentGreenville Hospital System FoundationGreenville, SC

Crystal Barnes Maynard, FAHP, CFRESenior Executive CounselGhiorsi & Sorrenti, Inc.Woodcliff Lake, NJ



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Conference ScheduleMonday, June 4

Seasoned Professionals TrackSponsored by Baptist Health Foundation (Birmingham)

Seasoned professionals (10+ years of experience) are invited to participate in this highly interactive leadership track where you’ll explore specific questions regarding healthcare philanthropy trends, challenges and solutions. Presented in the form of a Conversation Cafe, each session offers brief, thought-provoking comments by a leader in philanthropy followed by conversations with colleagues to probe deeper into the topics. The format accumulates the collective wis-dom of participants in a structured environment that nurtures dialogue, learning, creation, community and innovation.

9:15 am – 10:30 am 11:00 am – 12:15 pm 2:15 pm – 3:30 pm 4:00 pm – 5:15 pm


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Education ConferencesJoin experts and colleagues at the 2012 AHP conferences,the only conferences designed specifically for health caredevelopment professionals.

March 11 – 13AHP New England/NEAHP Regional Conference Meredith, NH

April 29 – May 1AHP Canada Regional Conferencee Calgary, Alberta Early bird deadline: March 23

May 6 – 8AHP Midwest Regional Conference Cincinnati, OH Early bird deadline: March 30

May 17 – 19AHP Mid-Atlantic Regional Conference Alexandria, VA Early bird deadline: April 6

June 3 – 5AHP Rockies & Southwest and Southeast Joint Regional Conference San Antonio, TX Early bird deadline: April 27

June 10 – 12AHP Pacific Regional Conference La Jolla, CA Early bird deadline: May 4

July 14 – 19AHP Madison Institute (AHP Institute for Health Care Philanthropy) Madison, WI Early bird deadline: March 30

October 24 – 2746th AHP Annual International Conference Atlanta, GA

Find out morewww.ahp.org/conferences2012Please contact [email protected] for information about attending or presenting at an AHP conference, as well as rate and deadline information for exhibiting, sponsoring or advertising.

Get Ready for an Assortment of Great Ideas!Take advantage of upcoming educational opportunities from AHP



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Hotel & Travel Information

San Antonio Marriott RivercenterThe conference hotel is the San Antonio Marriott Rivercenter. Located on the famed San Antonio Riverwalk, the hotel is connected to the Rivercenter Mall and is near cultural and historical landmarks such as the world famous Alamo. The hotel is located at 101 Bowie Street, San Antonio, Texas 78205. Additional information is available online at www.marriott.com/SanAntonio.

Hotel ReservationsThe San Antonio Marriott Rivercenter is offering AHP conference attendees a special rate of $189 for single/double occupancy, plus tax. Call Passkey at 1-877-622-3056 to make your room reservations and be sure to identify yourself as an Association for Healthcare Philanthropy (AHP) conference attendee.

The hotel rate cut-off date is Friday, May 11, 2012. Reservations made after this date will be on a space-and-rate available basis. Please remember that there are limited rooms available at the discounted rate. Make your reservation early to avoid disappointment. AHP cannot guarantee that rooms will be available until the cut-off date.

The hotel check-in time is 4:00 pm and check-out is 12:00 noon.

Conference AttireThe conference attire is business casual. Consider bringing a jacket or light sweater since temperatures can fluctuate in the air-conditioned meeting rooms.

San Antonio WeatherThe average day temperature in June is 92°F and in the evenings it is 73°F.

Airport InformationThe closest airport is San Antonio International Airport (SAT). Please note that no hotel shuttle is provided. The taxi fare is approximately $22 one way. Shuttle service by Airport Express is available for $18 one way—reservations are required and can be made by calling 210-281-9900.

Hotel ParkingParking at the San Antonio Marriott Rivercenter is avail-able for $25 per day for self-parking or $33 per day for valet parking.

Driving Directions From San Antonio International Airport n Take 281 South to the Commerce Street exit. n Make a right at the light (Commerce Street) and

continue for one block. n The hotel is on the right at the corner of Bowie and

Commerce streets.“What a great conference! I am new to the fundraising arena and I found this conference very important.”


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Welcome to San Antonio! One of America’s most unique destinations, San Antonio is a place of contrasts—old world and new, quaint and contemporary. The city’s authenticity, vibrancy, and diversity will charm you, from its lively River Walk through the heart of downtown to the serenity of the breathtaking Texas Hill Country.

Here is just a sampling of what you can see and do in San Antonio.

River WalkAlso known as Paseo del Rio, this picturesque stretch of San Antonio’s downtown is a city park and a dining and entertain-ment haven. Built a full story below street level, the River Walk offers three miles of stone pathways along both banks of the San Antonio River. Some areas are peaceful and quiet, while others are noisy and fun with clusters of restaurants, bars, hotels, and even strolling mariachi bands. The area is also pleasant when viewed from river taxis and charter boats, some of which serve dinner.

Information on boat tours is available online at www.riosanantonio.com.

A full listing of River Walk restaurants and activities is available at www.thesanantonioriverwalk.com.

AlamoMore than 2.5 million people a year visit The Alamo, the old mission where a small band of Texans held out for 13 days. Just a short distance from the River Walk, the Alamo is a “must see” for all who come to San Antonio. The Alamo is open every day of the year except Christmas Eve and Christmas Day. Hours are 9 am to 5:30 pm Monday through Saturday and 10 am to 5:30 pm on Sunday. More information is available online at www.thealamo.org.

San Antonio Botanical Gardens and ConservatoryThis 33-acre parcel of land showcases a diverse array of flora, from wildflowers to cacti and roses. It also features a Japanese garden, a children’s garden, aquatic elements, and a garden for the blind. The dramatic conservatory maintains exotic environ-ments that shelter ferns, palms, and alpine plants, among others. Native landscaping invites visitors to stroll the grounds, and the gazebo provides a spectacular view of the city.

Additional informationGo online to www.sabot.org; or call 210-207-3250.

Other fun activities in San Antonio include the San Antonio Zoo, SeaWorld San Antonio, and the Spanish Governor’s Palace. Additional information about San Antonio sights are available online at www.visitsanantonio.com.



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AHP Performance Benchmarking Service

Make an Impact Join by May 31 and save 10%

on the one-time set-up fee.

• Measure your organization’s fundraising results and resources against peer groups and industry leaders.

• Analyze comparative data to inform management decisions and improve performance.

• Provide board members, CEOs and CFOs with basic financial models that demonstrate the potential growth in fundraising performance.

Contact AHP today for more information on joining this breakthrough benchmarking service for health care philanthropy.

Improve performance.www.ahp.org/benchmarking

[email protected]–532–6243

Participate in the AHP Performance Benchmarking Service

and be part of a groundbreaking benchmarking collaborative.

2012AHP Benchmarking-AD-2.indd 1 1/17/12 1:18 PM


21

AHP Performance Benchmarking Service

Make an Impact Join by May 31 and save 10%

on the one-time set-up fee.

• Measure your organization’s fundraising results and resources against peer groups and industry leaders.

• Analyze comparative data to inform management decisions and improve performance.

• Provide board members, CEOs and CFOs with basic financial models that demonstrate the potential growth in fundraising performance.

Contact AHP today for more information on joining this breakthrough benchmarking service for health care philanthropy.

Improve performance.www.ahp.org/benchmarking

[email protected]–532–6243

Participate in the AHP Performance Benchmarking Service

and be part of a groundbreaking benchmarking collaborative.

2012AHP Benchmarking-AD-2.indd 1 1/17/12 1:18 PM

Conference Committee2012 AHP Rockies & Southwest and AHP Southeast Joint Regional ConferenceThank you to the generous members of AHP who dedicated their time and expertise to this event.

Conference ChairCindy Scott, CFRE Senior Development Officer Parkland Foundation Dallas, TX

Conference Co-ChairAveritt Ennis Foundation Vice President, Planning & Special Gifts Orlando Health Foundation Orlando, FL

Regional DirectorsSharon A. Jones, FAHP, CFRE (AHP Southeast) Vice President of Development Chapters Health System Temple Terrace, FLSandy L. Ogletree (AHP Rockies & Southwest) Executive Director University Medical Center Health System Foundation Lubbock, TX

Education ChairsThomas J. Sloan, CFRE, FACHEDirector of Development Scott & White Healthcare Foundation Temple, TXAmy S. Dorrill, FAHP, CFRE, MBAAssociate Dean of Development & Alumni Relations Nell Hodgson School of Nursing—Emory University Atlanta, GA

Beginning to Build Donor Relationships—Track DeansBritt PharrisDevelopment Director, Major Gifts University Medical Center Health System Foundation Lubbock, TXRichard K. Giecek, CFREChief Development Officer University Health System, Inc Knoxville, TN

Motivating Major Donors to Move Up—Track DeansJeanette E. Conaway Director, Major Gifts Integris Health Foundation Oklahoma City, OKBetsy Chapin Taylor, FAHP, CFRE Chief Development Officer/ Foundation President Erlanger Health System Foundation Chattanooga, TN

Living Lifetime Relationships with Donors—Track DeansErnestine Bean, CFRE Vice President of Development Morton Plant Mease Foundation Clearwater, FLKevin Pickett Senior Director of Development The University of Texas MD Anderson Cancer Center Houston, TX

Seasoned Professionals— Track DeansGeorge F. Maynard, III, FAHP Vice President Greenville Hospital System Foundation Greenville, SCCrystal Barnes Maynard, FAHP, CFRESenior Executive Council Ghiorsi & Sorrenti, Inc. Woodcliff Lake, NJ

Sponsorship ChairsJeffrey A. Lea, FAHP, CFRE Executive Director Middle Tennessee Medical Center Murfreesboro, TNSandy L. Ogletree Executive Director University Medical Center Health System Foundation Lubbock, TX

Roundtable ChairsAnne DavisSenior Development Officer Middle Tennessee Med Center Foundation Murfreesboro, TNJon K. Gossett Vice President & Chief Development Officer St Luke’s Episcopal Health System Houston, TX

Newcomer ChairsCindy Jordan, CFRE Director of Development Good Shepherd Foundation Longview, TX Emily Benham, FAHP, CFREVice President of Development Bayfront Health Foundation St. Petersburg, FL

Conference Enrichment TeamMeg K. Davis Development Officer Parkland Foundation Dallas, TX Beth Ellis Marketing & Foundation Director Abbeville Area Medical Center Abbeville, SCCissy Garcia Director of Development El Centro de Corazon Houston, TX Ashley Nall Major Gifts Officer Bayfront Health Foundation Saint Petersburg, FLCarly Sheppard Development Manager, Events Parkland Foundation Dallas, TX



Make an Impact

22

All vendors and consultants who represent firms providing services to health care development professionals must register as either an exhibitor or non-exhibiting con-sultant when attending an AHP conference.

Registration Feesn Development Professional Registration—The lowest

registration fees are available to development professionals who are actively working for a hospital, hospice, foundation or other health care development organization. These fees are not available to consultants.

n Consultant Registration (Non-Exhibiting)—These fees are for consultants and vendors who will attend the conference but will not be exhibiting. Organizations paying this fee may not dis-play marketing materials or job postings at the conference. The fee includes registration for one person, one set of meals, name listing in the conference attendee list and one on-site registration list.

n Exhibitor Registration—Exhibiting organizations do not need to submit the attached registration form. To exhibit at this confer-ence, please download an exhibitor registration form at www.ahp.org or call 703-532-6243. Also ask about conference sponsorship and advertising opportunities.

CancellationsAll cancellation requests must be submitted in writing to [email protected] by May 18, 2012. AHP will refund your payment less an administrative fee ($50 for full registrants; $25 for single day registrants and pre-conference workshops). No refunds will be made after May 18, 2012.

Confirmation InformationYou will receive a confirmation letter and other helpful information after we receive your registration payment. You will also receive an email one week before the conference starts with reminder informa-tion. An exhibitor and room location guide will be available on-site.

HandoutsAny handouts submitted by conference speakers will be available for downloading from the AHP website beginning May 25, 2012.

Guest TicketsMeal tickets are available if you would like to bring a guest to the open-ing reception or to a scheduled breakfast or luncheon. Tickets may be purchased before the conference or on-site at the registration desk.

Registration InformationThank you for your interest in attending the 2012 AHP Rockies & Southwest and Southeast Joint Regional Conference. Information about the registration process is below. If you have any questions, please feel free to contact AHP at 703-532-6243 or via email at [email protected]. The most up-to-date conference information is online at www.ahp.org/sanantonio2012.

Please see page 18 for information about hotel and travel.

Full or Single-Day RegistrationsGet the most out of this educational opportunity with a full conference registration. If you can only make it for one day, a single-day registration option is also available.

n Full conference registration—includes all educational sessions, the opening reception, breakfast and luncheon on Monday, and continental breakfast and closing luncheon on Tuesday.

n Single-day registration—includes the educational sessions and scheduled meals for the selected day only. Tickets for meals on other days may be purchased separately.

Pre-Conference WorkshopsYou may also choose to attend one of two all-day pre-conference workshops, “AHP Development Primer” or “AHP Advanced Course.” Note: The pre-conference workshops require a separate registration fee, which is not included in the full conference registration fee.

Early Registration DiscountSave $75 when you register for this conference by the early registra-tion deadline! Your registration and payment must be postmarked or received online by Friday, April 27, 2012. Mailed or faxed registrations can not be processed without payment.

Executive DiscountTo encourage hospital executives and board members to attend AHP conferences with their development staff, AHP offers an executive discount. The CEO, president or executive director of a hospital (not foundation), or a hospital trustee or volunteer, may attend this confer-ence with an AHP member from the same organization at the AHP member rate. Note: This offer is not available to development staff.

Please fax or mail the registration form to receive the executive discount.

Registration Form2012 AHP Rockies & Southwest and AHP Southeast Joint Regional Conference

! Registration forms will not be processed without payment. All cancellation requests must be submitted in writing to [email protected] by May 18, 2012.

June 3 – 5, 2012 Register online! www.ahp.org/sanantonio2012To mail or fax your registration, send this registration form and payment to the Association for Healthcare Philanthropy, 313 Park Avenue, Suite 400, Falls Church, VA 22046. Phone: 703-532-6243. Fax: 703-532-7170.

Attendee Information

Name

Name on badge

Title

Organization

Address State Zip

Phone Email

Email addresses are required and will not be published or distributed.

Registration NotesPlease check here if:

You require special assistance or have special dietary needs. Please email your needs to [email protected].

This will be the first time you’ve attended this conference or you are a newcomer to AHP.

You are a hospital executive attending with an AHP member and qualify for the executive discount. See preceding page for full criteria. Please list the name of the AHP member with whom you will be attending: ___________________________________________________ .

Payment Method My check is attached and is made payable to the Association for

Healthcare Philanthropy (U.S. funds only.)

Please charge my: VISA MasterCard AmExTotal amount due:

Name as it appears on credit card

Credit card number

Expiration date CVC security code

Signature

Photographs and videos are taken at the conference and may be used in AHP’s future promotional materials. If you do not want your image used, please contact AHP.

Registration FeesPre-Conference WorkshopAHP Development Primer . Sunday, June 3

Early Registration Postmarked by 4/27/12

Regular Registration Postmarked after 4/27/12

AHP member $265 $315Non-member $365 $415

AHP Advanced Course . Sunday, June 3Early Registration Postmarked by 4/27/12



The prices above apply to both development professionals and consultants (exhibiting and non-exhibiting), and are not included in the conference registration fee.

Development Professional RegistrationFull Conference




Single Daycheck day: Monday, June 4 Tuesday, June 5



AHP member $240 $315Non-member $340 $415The prices above are for development professionals who are actively working for a hospital, hospice, foundation or other health care development organization—these fees are not available to consultants. The fee does not include registration for the pre-conference workshops. See preceding page for details.

Seasoned Professionals Track

Yes, I plan to participate in this track on Monday, June 4, 2012

Consultant Registration (Non-Exhibiting)Full Conference




Single Daycheck day: Monday, June 4 Tuesday, June 5



AHP member $350 $425Non-member $450 $525The prices above are for consultants and vendors who will attend the conference but will not be exhibiting. See preceding page for details. tickets, name listing on the conference attendee list and one on-site registration list.

Special Events FeesWelcome Event: “A Night in Old San Antonio” . Monday, June 4

$50 per adult. Number of tickets: ____ . $15 per child ages 3-12. Number of tickets: ____ .Space is limited. Tickets are non-refundable.

Save $75 Register by April 27

June 3 – 5San Antonio, TX

San Antonio Marriott Rivercenter

Register today! www.ahp.org/sanantonio2012

2012

Register today to attend the signature conference developed by and for health care fundraisers in your region.

Arkansas . Colorado . Montana . New Mexico . Oklahoma . Texas . Wyoming . Alabama . Florida . Georgia . Louisiana . Mississippi . North Carolina . South Carolina . Tennessee

Association for Healthcare Philanthropy 313 Park Avenue, Suite 400 Falls Church, VA 22046

www.ahp.org

PresortedStandard

US Postage

PA I DPermit #519Dulles, VA

AHP Rockies & Southwest and AHP SoutheastJoint Regional Conference

AHP members raise more than $9 billion each year for health care services. Connect with your fellow fundraising colleagues at the AHP Rockies & Southwest and AHP Southeast Joint Regional Conference!

Documents

2012 AHP Rockies & Southwest and AHP Southeast Joint Regional Conference Brochure