2019 NC CORD (North Carolina Community College Resource Development) Conference

Wednesday - Day One

Wednesday, September 25, 2019

• 9:00 - 12:00pm

  Pre-Conference Workshop
  (Pre-Conference Ticket is required: $25 extra)

  • College Promise: Where We’ve Come From and What We’ve Learned

    Location: Nighthawk I

    There are currently 40+ College Promise programs running at community colleges across North Carolina, but no two are exactly alike. With so many variations, how do we know if ours is having the desired impact? And, how to we maximize the national and local attention on these programs to raise the most money to support these students?

    Together, Rick Kiernan and Donnie Turlington, will take us through the early years of College Promise programs, what we’ve learned from the latest research on their impact, and what the latest research can tell us about how best to implement and fundraise for these programs.

    Whether you already have a Promise program of your own or are thinking about how it might work in your community, you don’t want to miss this opportunity! In addition to hearing from Rick and Donnie, facilitated small group work will provide the opportunity to work collaboratively with your peers from other community colleges to deep dive into what you’re struggling with the most and what’s working in your community.

    Rick Kiernan, Principal, Convergent Nonpfrofit Solutions
    Donnie Turlington, National Communications Director, Say Yes To Education
    James "JW" Kelley, Associate Vice President, Student Services, North Carolina Community College System Office

    Speaker Bios

    

    Rick Kiernan is Principal at Convergent Nonprofit Solutions. Since joining the fundraising industry in 1996, Rick has raised more than $200 million for community colleges, economic/workforce development organizations, chambers of commerce, and a variety of other community development organizations across the country, including three dozen here in North Carolina. His specialty is working with clients to create and/or grow true public / private partnerships that make their communities better places to live, work, and play. College Promise Programs exemplify this concept. Over just the last five years, Convergent has helped more than a dozen clients across the country raise millions of dollars to launch and grow Program Programs, in addition to funding wrap-around services like transportation, childcare, and anything else that might prevent a student from graduating. As a Promise Program fundraising subject matter expert, Rick speaks regularly to organizations considering creating and launching a Promise Program, and he served as a panelist at PromiseNet’s annual conference in Washington, D.C. along with College Promise Campaign Executive Director Martha Kanter. Rick lives in Raleigh with his wife, Kristen, a marketing specialist for a pharmaceutical firm in Research Triangle Park. He attended Wake Technical Community College before graduating with BA in Business Management from North Carolina State University. He then earned his MBA from the University of North Carolina’s Kenan-Flagler Business School.

    Donnie Turlington is the National Communications Director for Say Yes to Education and its Weiss Institute initiative. Say Yes is a nonprofit that partners with communities around the goal of every public school student not only graduating high school – but doing so prepared to attain a college degree or other postsecondary credential, and with access to resources to make that education affordable and equitable. The organization launched the Weiss Institute in Spring 2017 to help communities expand their capacity to support young people along the developmental pathway from early childhood to adult success. Turlington joined Say Yes’ chapter in Guilford County, NC, as Communications Director in 2016 and later added the title of Interim Chapter Director. He previously served as the inaugural Director of Communications and Marketing for the City of Greensboro, NC, and before that as Director of Public Relations and Digital Engagement for Bouvier-Kelly Inc., a prominent North Carolina advertising and marketing agency. He also spent eight years working in the sports information departments at Hampden-Sydney College and Old Dominion University. Turlington is a 1998 graduate of Campbell University with a degree in mass communications and public relations. He holds an accreditation in public relations (APR) from the Public Relations Society of America.

    

    James "JW" Kelley serves as the associate vice president – student services for the North Carolina Community College System office. He previously served as vice president for student services at Randolph Community College. He began his community college career at Fayetteville Technical Community College as a student services counselor and subsequently progress through the positions of director of admissions and division chair for humanities/social sciences. His academic experiences include serving as a full-time instructor at Carolina Bible College and an adjunct instructor at Fayetteville Technical Community College, Webster University, and Dallas Christian College. Further, JW served as a professional counselor in Fayetteville, NC, Cincinnati, OH, and Knoxville, TN, working primarily with adolescents and their families. JW is a veteran of the US Army serving during Desert Storm and stationed at Ft. Bragg. JW holds a Doctor of Education from Nova Southeastern University, a Master of Arts in Counseling from Cincinnati Christian University, and Bachelor of Arts in Bible from Johnson University. He is married with three sons and they enjoy hiking, running, and Marvel and DC entertainment. His favorite authors are JRR Tolkien, CS Lewis, Terry Brooks, and Michael Crichton.

• 12:30 - 2:30pm

  Executive Directors Quarterly Meeting
  (Executive Director Lunch Ticket is required: $10 extra)

  • Avoid Burnout! Learn how to bend, but not break, by identifying and addressing everyday stressors and demands.

    Location: Flamingo Ballroom

    Are the distractions of our digital age giving you brain fatigue? With the every-day stressors of task-switching, and attention drain, we are constantly challenged to cope with everything and always be “On.” In this presentation, we’ll look at how changing your perception and response to stress, and recognizing the importance of recovery from those stressors, can prevent your health from suffering. We will cover common triggers to stress and burnout, and review tips for enhancing your resiliency.

    Sharon Smith, MSHR, SHRM-SCP, Executive Director of HR, Cape Fear Community College

    Speaker Bio

    

    Sharon Smith, MSHR, SHRM-SCP, Executive Director of HR, Cape Fear Community College. Sharon has worked in Human Resources for nearly 20 years. She earned her Master of Science in Human Resources from Loyola University Chicago and holds an international senior-level certification in Human Resources. She currently leads a talented HR team at Cape Fear Community College in Wilmington, NC and also hosts a blog and YouTube Channel (SharonSmithHR) offering technical tutorials and career development to HR and Business Professionals worldwide.

• 2:45 - 3:45pm

  Concurrent Sessions (choose one)

  • Finish First NC - Student Success and Completion

    Location: Nighthawk I

    Finish First NC is a process and data tool developed by Wake Technical Community College that identifies students who are within striking distance of completing credentials as well as students who have already completed credentials. To date, it has been piloted in a cohort of 15 North Carolina Community Colleges. The next phase of the initiative is to scale it up to the rest of the 58 community colleges in NC. This session will briefly discuss the Finish First NC initiative—the resources needed and the potential impacts of its implementation.

    Kai Wang, PhD, Senior Dean of Strategic Innovations and Chief Campus Officer, Wake Tech Online
    Bryan Ryan, Senior Vice President of Effectiveness and Innovation, Wake Tech CC.

    Speaker Bios

    

    Kai Wang is the Senior Dean of Strategic Innovations and Chief Campus Officer for Wake Tech Online at Wake Technical Community College. Dr. Wang oversees the Strategic Innovations that identify and facilitate responses to emerging trends and eLearning Support that provides support to improve distance education quality and student success and expand access through innovations. He is a key contributor in developing innovative academic programs at the college— including Simulation and Game Development, and Business Analytics—and securing federal, state, and foundation grants. Kai is also crucial to college efforts to better use data to improve student success and completion. The latest initiatives include Finish First NC, a data-driven and software-assistant methods to identify strategies that directly impact student success and completion. This initiative evaluates the whole student life cycle and develops strategies to plug the leaks in the community college student success pipeline. The Finish First NC initiative is currently in the process of scaling up to all 58 community colleges in NC.

    

    Bryan Ryan, Senior Vice President of Effectiveness and Innovation, Wake Tech CC. Bryan Ryan is Senior Vice President of Effectiveness and Innovation at Wake Technical Community College, North Carolina’s largest community college, serving more than 70,000 people. He is charged with unleashing the potential and talents of those students and the 1,300 employees at the college. Ryan leads a team focused on the intentional application of improvement, innovation, and transformation practices targeted at increasing stakeholder access to and success with high-quality programs, services, and products. Current high-profile projects include disseminating the college’s award-winning Applied Benchmarking change-catalyst process to other schools, making Wake Tech’s EPIC 30 Online Instructor Certification courses available to teachers everywhere, implementing the college’s Finish First NC Student Success Data Tool at all 58 North Carolina Community Colleges, and applying research and data analysis to challenging problems to significantly increase access, success, and quality, furthering Wake Tech’s mission.

  • Grant Procedures, Go No Go

    Location: Nighthawk II

    How do you decide if you should go after a grant? What criteria do you use to see if the grant matches your institutional goals? This session provides hands on tools and process sharing that will guide you to make the right decisions for your college. Virginia Western uses these processes in a very successful manner to streamline the grant process and find the "right fit".

    Stephanie O. Seagle, Grant Specialist, Virginia Western Community College

    Speaker Bio

    

    Stephanie O. Seagle, Grant Specialist, Virginia Western Community College Stephanie spent most of her career at The Roanoke Times, a daily newspaper, where she served in various roles including: entertainment editor, social media editor, and "Shoptimist" shopping columnist. This session will offer how you can do it all, streamline your grant processes and find the "right fit" determinations for your college's grant programs.She earned a bachelor's degree in integrative studies at George Mason University and a master's of arts in liberal studies at Hollins University, with concentrations in English and the social sciences. Stephanie lives with her husband, 6-year-old daughter, two chihuahuas, and a hamster in nearby Salem, VA. She enjoys yoga, family bike rides, and crafting jewelry inspired by Roanoke, which is known as "the Star City of the South."

  • Understanding the Relationship Between Client/Donor and Client Advisor

    Location: Florida

    What happens when a client sits down with an advisor to discuss current and future financial plans, particularly as they relate to charitable donations? When is it appropriate to engage a representative of the organization the client wants to support, now or in the future? What can the representative do to facilitate the discussion? What should organizations do currently to facilitate the acquisition, retention, and administration of current or planned gifts? How do you keep from getting caught not knowing a donor’s plans? Is it even possible to prevent surprises?

    Hank Dunbar, Manager, Charitable and Philanthropic Services, First Citizens

    Speaker Bio

    

    Hank Dunbar, Manager, Charitable and Philanthropic Services, joined First Citizens in 2014 as Manager of the Charitable and Philanthropic Group. His extensive experience, including service on numerous charitable boards, gives him a unique perspective from all sides of philanthropic giving. Prior to First Citizens, Hank spent 15 years developing and leading charitable and philanthropic institutions. Earlier in his career, he also served as Campbell University’s Director of Alumni Activities, Director of Estate Planning and General Counsel. In every role, he developed an industry-leading skill set with expertise in donor relationship management, endowment fund recordkeeping and planned-giving consultation for individuals and institutions. Hank is passionate about helping institutions fulfill their fiduciary duties – to both donors and beneficiaries of their services. He brings a comprehensive, holistic approach to charitable asset development and management. With this broader point-of-view, he sees solutions and opportunities where others only see problems and barriers. Hank earned his undergraduate degree in Government, and his law degree from Campbell University.

• 4:00 - 5:00pm

  Concurrent Sessions (choose one)

  • Strategy, Success, and the Future of the NC Community College System

    Location: Nighthawk I

    As the System’s Strategic Plan rolls toward 2020, progress on the plan’s goals continues but much has been accomplished. This session will discuss progress on initiatives, new initiatives that have evolved, and the future actions expected to impact the system moving forward. This session will also discuss the many partnerships that are critical to success of the plan and how many of the plan’s tactics tie into the State’s education attainment goal.

    Dr. Matthew Meyer, Associate Vice President for Business Engagement, National & International Partnerships, NC Community College System

    Speaker Bio

    Dr. Matthew Meyer is the Associate Vice President for Business Engagement, National & International Partnerships with the NC Community College System and is responsible for all advanced and emerging State-Level technology workforce initiatives and special education initiatives such as prior learning and proactive industry engagement programs. Prior to this position, Matt helped oversee the development and implementation of the System’s two past strategic plans, SuccessNC (2010) and Align4NCWorks (2014). Matt received his Ph.D. from Old Dominion University in 2012. He received his Master’s in Bioengineering from Clemson University in 1992, and his B.A. in Mechanical Engineering from the University of Dayton in 1989.

  • How to Make Grant Magic!

    Location: Nighthawk II

    Grants are more than money. They are tools for creating change in our communities, and they are powered by creative ideas. The most effective grants require imagination, courage, smart planning, and collaboration. Our job as grant professionals is to help make the magic happen. Stephanie Ogilvie Seagle will share lessons learned from the two-woman grants office at Virginia Western Community College, nestled in the Blue Ridge “mountain metro” of Roanoke, Virginia. Stephanie is new to grants and higher education, drawing on her 16-year career in daily journalism to help support and inspire her colleagues. You will leave this session with strategies to create more grant magic across your campus, such as starting a grants blog and producing playful training videos.

    Stephanie O. Seagle, Grant Specialist, Virginia Western Community College

    Speaker Bio

    

    Stephanie O. Seagle, Grant Specialist, Virginia Western Community College; Stephanie spent most of her career at The Roanoke Times, a daily newspaper, where she served in various roles including: entertainment editor, social media editor, and "Shoptimist" shopping columnist. She earned a bachelor's degree in integrative studies at George Mason University and a master's of arts in liberal studies at Hollins University, with concentrations in English and the social sciences. Stephanie lives with her husband, 6-year-old daughter, two chihuahuas, and a hamster in nearby Salem, VA. She enjoys yoga, family bike rides, and crafting jewelry inspired by Roanoke, which is known as "the Star City of the South."

  • Latest Trends in Donor Recognition/Do's and Dont's

    Location: Florida

    An open dialogue with one of the industry leaders in donor recognition! We’ll be talking about the do’s and don’ts and sharing our stories of donor recognition gone RIGHT – and WRONG – and where the latest trends may lead us! This is sure to be a lively discussion you won’t want to miss!

    Patrick Emanuel, Partners in Recognition and CC partners

• 6:00 - 8:00pm

  Cocktail Reception

  • Blockade Runner Beachfront Lawn

• 7:30pm

  Dinner on Your Own

  • Dinner in Downtown

    Grab an old colleague, a new friend, or a whole group and head to any of these great downtown restaurant options.

Thursday - Day Two

Thursday, September 26, 2019

• 9:00 - 9:30am

  Annual Meeting

  • Annual Meeting

    Location: Flamingo Ballroom

• 9:30 - 11:00am

  Keynote Speaker sponsored by Blackbaud

  • Janine Driver: You Say More Than You Think

    Location: Flamingo Ballroom

    Imagine the impact you will have on others when you are inspired to look at the world differently. Come early and grab a good seat, before it's standing room only, to experience the exciting and inspiring NY Times best-selling author and award winning Speaker, Janine Driver!

    Janine Driver, Founder & President, Body Language Institute

    Speaker Bio

    Janine Driver is the founder and president of the Body Language Institute, located in Alexandria, Virginia. For over a decade while at the Bureau of Alcohol, Tobacco, Firearms, and Explosives (ATF), Janine trained thousands of law enforcement officers to decipher fact from fiction using the body language interpretation methods she writes about in the New York Times Bestseller – YOU SAY MORE THAN YOU THINK. Janine has appeared on NBC’s Today Show, ABC’s Good Morning America, Rachael Ray Show, and Larry King Live. She is a regular contributor to Cosmopolitan magazine. Janine travels the globe speaking to the world about the fastest way to save time and grow business. http://www.lyintamer.com Driver is the New York Times Best Selling author of YOU SAY MORE THAN YOU THINK (Random House), and most recently YOU CAN'T LIE TO ME (HarperOne), popular keynote speaker, media expert for NBC's TODAY Show, 20/20, CNN, Anderson Cooper, Katie, Dr. Drew on HLN, and the Dr. Oz Show, etc.

• 11:15 - 12:15pm

  Concurrent Sessions (choose one)

  • Navigating the Investment Adviser RFP Process

    Location: Nighthawk I

    Foundations, endowment and nonprofit organizations periodically find themselves considering a change in their investment adviser or consultant. While the decision to conduct an Investment Adviser RFP is typically that of the Board or its Investment Committee, the “work” of actually navigating the RFP process tends to impose significant additional work on the organization’s already-stretched staff. Attempting to navigate an objective and successful RFP while balancing day-to-day responsibilities and responding to the demands of volunteer Boards often finds foundation executives unprepared and leaves them overwhelmed. Larry Coats, Clearview’s CEO, will share stories of the most common challenges organizations face in navigating the treacherous waters of the Investment Adviser RFP. Over the past 24 months, his organization has assisted 16 nonprofit organizations with Investment Adviser RFPs (ranging from $850,000 to $85 million). ClearView’s observations, lessons learned, insights and processes have proven beneficial to several educational institutions across our region as they have embarked upon this strategically important journey.

    Larry D. Coats, Jr., CEO, ClearView Fiduciary Alliance

    Speaker Bio

    

    Larry D. Coats, Jr. is the CEO of ClearView Fiduciary Alliance and has over 30 years of investment and consulting industry experience. After negotiating the sale of the investment firm where he was a Partner, CEO and mutual fund portfolio manager, Larry embarked upon a post-retirement journey to help foundation, endowment and nonprofit fiduciaries oversee the investment programs of the organizations they serve. Now five years later, the ClearView Fiduciary Alliance has 55 members based in NC, SC, VA, DC and NY. Larry earned a BS in Business Administration from Coastal Carolina University in 1981 and an MBA from the University of South Carolina in 1983. Though a native of SC, Larry and his wife, Suzanne have lived in Apex NC for the last 33 years.

  • Complying with the Uniform Grant Guidance

    Location: Nighthawk II

    Grants compliance can feel like a wicked game of Whack-a-mole. With an eye on building a lean, mean, grants compliance machine, this session will share Wake Tech’s efforts to build pre-and-post award processes and procedures to support grants compliance.

    Amy MacDonald, Dean of Sponsored Programs, Wake Tech CC
    Carla McMullen, Director of Grants Compliance & Administration, Wake Tech CC
    Jane Proctor, Coordinator of Grant Performance, Wake Tech CC

  • Scholarship Panel: Student Outreach - Application - Award - Donor Reporting

    Location: Florida

    This panel of our peers will discuss the different ways their institutions handle the outreach, application, awards and stewardship process at their colleges. Come ready with your own questions as there will be plenty of opportunity for Q&A!

    Meghan Merritt, Director of Philanthropy, Cape Fear CC
    Stanley (Stan) Turbeville, Ph.D., VP of College Advancement, James Sprunt CC
    Rebekah R. Lowry, Director, Foundation and Development at Robeson Community College

• 12:15 - 1:30pm

  Lunch & Networking sponsored by Wells Fargo

  • Lunch & Presidents Panel Q&A

    Location: Flamingo Ballroom

    Participating Panelists: Dr. William J. Starling, Sampson CC
    Dr. Jeff Cox, Wilkes CC
    Dr. Thomas Walker, Wayne CC
    Dr. Pamela G. Senegal, Piedmont CC
    Dr. Gene Smith, Brunswick CC

• 1:45 - 2:45pm

  Concurrent Sessions (choose one)

  • The Wild West of Endowment Accounting

    Location: Nighthawk I

    Endowments are essential to the long-term sustainability of higher education institutions, especially community colleges. And as development officers and other foundation professionals, communicating about endowments is part of your portfolio, from encouraging donors to establish them, to stewarding those that have already given. This presentation will cover some basic background on endowments, consolidated investment pools and the regulatory environment. It will also include a discussion of the various pitfalls that can harm endowments, and the solutions available to address the issues.

    Mary Spina Wheeler, Owner, MS Wheeler Financial Services, LLC,
    Chris Davis, co-founded ADAVICO®
    Jason Edwards, Chief Operating Officer, ADAVICO

    Speaker Bio

    

    Mary Spina Wheeler is the owner of MS Wheeler Financial Services, LLC, offering financial and operational services to higher education and other nonprofit organizations. She also provides project assistance on behalf of the National Association of College and University Business Officers (NACUBO) and updates NACUBO’s Financial Accounting and Reporting Manual (FARM). Mary writes and presents on all matters related to higher education and nonprofit accounting and financial reporting. She is the author of NACUBO’s Guide to Unitizing Investment Pools (Second Edition) and the 2012 recipient of NACUBO’s Daniel D. Robinson Award, recognizing outstanding contributions to the field of college and university accounting and reporting. Mary’s career includes management positions at Cornell University, St. Lawrence University, Skidmore College, Stevens Institute of Technology and the Arizona State University Foundation. She makes her home in Mesa, Arizona with her husband Cory and basset hound, Jobo.

    Chris Davis co-founded ADAVICO® in 2011. ADAVICO provides Endowment Accounting & Reporting (EARE™) software and related services to non-profit organizations across the United States. From initial concept, design, and implementation, Chris conceived ADAVICO with the vision to improve commingled fund transparency in an easy-to-use platform, thereby protecting donor, beneficiary, and organizational interests. As CEO, he focuses on delivering the best suite of software and services available for the widest possible range of clients. Prior to ADAVICO, Chris worked extensively with academic institutions and non-profit organizations as both a financial adviser and a Certified Public Accountant. Focusing on the fiduciary responsibility of these entities to their constituents, he helped guide their financial affairs including investment strategy, policy development, and reporting. In public accounting, he provided assurance and tax services to non-profit organizations and municipalities. Chris earned degrees in Business Management and Accounting from Virginia Tech, and resides in Norfolk, Virginia.

    Jason Edwards joined ADAVICO in 2018 as Chief Operating Officer. As COO, Jason is responsible for operational strategy, and oversees ADAVICO’s Endowment Accounting Services (EAS) team, focusing on accuracy, processing integrity, and unrivaled customer service. Through in-depth analysis and specialized understanding of legacy sub-accounting systems, Jason ensures each client’s data is successfully implemented and maintained according to applicable best practices and organizational objectives. Prior to ADAVICO, Jason served as Vice President of Finance and Administration at North Carolina Wesleyan College where he led finances, investments, and operations. Prior to that, he spent fourteen years at a financial services administration firm providing participant-level recordkeeping, financial reporting, compliance, and transfer agency services to mutual funds, hedge funds, and endowment funds. Jason holds a bachelor’s degree in Accounting from North Carolina Wesleyan College, and makes his home in Rocky Mount, North Carolina.

  • Denied and Wondered Why? Deep Dive into the Grant Reviews and how it can help your college avoid being denied

    Location: Nighthawk II

    National Science Foundation's guest speaker bureau's Dr. Steven Peretti will join attendees who wish to learn from a pro! This session will provide an overview of the NSF's review process, as well as provide tips and information to avoid pitfalls in your application. This session will take you through a deep dive into I-USE and ATE NSF grant applications that need "retooling". The session will identify application strengths and weaknesses and address tips to strengthen areas that the reviewers identified as weak. This is an opportunity to see a sample NSF application and gather insights from a reviewer's perspective. Grant examples used in this session are different than the earlier session.

    Dr. Steven W. Peretti, Program Director, Cellular & Biochemical Engineering, National Science Foundation

    Speaker Bio

    

    Dr. Steven Peretti consults with the National Science Foundation as part of their speaker bureau. He assists grantees in reviewing their applications to identify application strengths and weaknesses. Dr. Peretti will join session participants as he takes a deep dive through two NSF I-USE and ATE grant applications. He will walk through the grants and identify strengths and weaknesses, and help strenghten outcomes. This is a fantastic opportunity for participants to walk away with grant samples and insights from a reviewer’s perspective. Dr Steven Peretti began his appointment as the Program Director of the Cellular and Biochemical Engineering program at NSF on Feb. 21, 2017. Prior to his arrival, Dr. Peretti had spent 30 years as a professor in the Department of Chemical and Biomolecular Engineering at North Carolina State University. His research interests include biocatalysis, including protein engineering and synthetic biology.

  • Building A Thriving Institution: Blackbaud + Wake Tech CC

    Location: Florida

    Many of our NC Community Colleges are using a Blackbaud product, but are we using it to its fullest capacity? Join us to hear one college’s experience with Blackbaud Higher Education Cloud Solution. How it changed development staff behavior, improve donor relations, and transformed how the foundation measures itself. Also, sneak peaks at what’s on the horizon - new dashboards? Improved donor communications? You’ll just have to be there to find out!

    Michael Sanders, Regional Sales Manager for Higher Education Solutions in the Southeast, Blackbaud
    Maya Rosman, Manager of Programs and Systems, Wake Tech CC

    Speaker Bios

    Michael Sanders, Regional Sales Manager for Higher Education Solutions in the Southeast for Blackbaud. Based in Charleston, SC he has been with Blackbaud since 1996 and has worked in a variety of roles including customer support, training, consulting and sales. He also spent four years working in the Blackbaud Europe office in Glasgow, Scotland. He is married to Andrea and has an 18 year old daughter Caroline and 15 year old son David.

    Maya Rosman, Manager of Programs and Systems, Wake Tech CC. Maya is responsible for overseeing data management and administering the scholarship award process for the Foundation. She has been working in non-profit data management since 2010 and has worked in higher education, women’s health, and the museum sphere. She joined the Foundation in 2018 and is thrilled to be working in higher education again. Maya enthusiastically cheers for her alma mater, UNC, and when she’s not doing nerdy things with data or talking up the Foundation’s scholarships, she can be found in Durham hanging out with her husband and her dog.

• 3:00 - 4:00pm

  Concurrent Sessions (choose one)

  • Re-Visioning Process

    Location: Nighthawk I

    Skip Carney helps organizations change their future. His company uses a proprietary ReVision™ process to help them get outside their box, find their customer’s ‘why’, and find innovation in a world full of “me, too’s” and sameness. He’ll discuss: why you should innovate, how you can innovate, and how you can use innovation to be distinctive in your marketplace.

    Skip Carney is President and CSO (Chief Sunshine Officer),Carney & Company, The Marketing Innovation Agency™

    Speaker Bios

    

    Skip Carney is President and CSO (Chief Sunshine Officer) of Carney & Company, The Marketing Innovation Agency™. He has been taking care of brands since 1980. Skip has worked with hundreds of companies, from regional to international, to innovate their marketing and transform their brand. He teaches companies how to make their committees creative, productive, and focused, while being more strategic and innovative. Skip speaks nationally on marketing innovation, leadership, and creative problem-­‐solving. He is a past president of the Marketing Communications Agency Network (MCAN) and numerous community service organizations and not-­‐for-­‐profit boards. Skip is also a Rotary International Paul Harris Fellow, member of C12, and recipient of the prestigious Silver Medal Award established by the American Advertising Federation. He and his wife, Karen, have three lovely daughters and four perfect grandchildren.

  • National Science Foundation (NSF) Tips and Strengths for Your Next Application

    Location: Nighthawk II

    Learn from the pros! This session will provide an overview of the NSF's review process, provide tips and information to avoid pitfalls in your application.

    Dr. Steven W. Peretti, Program Director, Cellular & Biochemical Engineering, National Science Foundation

    Speaker Bio

    

    Dr. Steven Peretti consults with the National Science Foundation as part of their speaker bureau. He assists grantees in reviewing their applications to identify application strengths and weaknesses. Dr. Peretti will join session participants as he takes a deep dive through two NSF I-USE and ATE grant applications. He will walk through the grants and identify strengths and weaknesses, and help strenghten outcomes. This is a fantastic opportunity for participants to walk away with grant samples and insights from a reviewer’s perspective. Dr Steven Peretti began his appointment as the Program Director of the Cellular and Biochemical Engineering program at NSF on Feb. 21, 2017. Prior to his arrival, Dr. Peretti had spent 30 years as a professor in the Department of Chemical and Biomolecular Engineering at North Carolina State University. His research interests include biocatalysis, including protein engineering and synthetic biology.

  • Navigating Change within Your Organization

    Location: Flamingo Ballroom

    Whether change comes from within your department or from the top down, we all know how stressful and disruptive it can be. In this seminar we will discuss some best practices on how to (and how not to) deliver news of change, and what to do when those best practices go out the window. We’ll also talk about human reaction to change, and how you can help yourself and your employees effectively adapt and thrive.

    Erika Becker, HR Generalist, Cape Fear Community College

    Speaker Bio

    

    Erika Becker is an HR Generalist with Cape Fear Community College and has worked in the field of Human Resources for over 15 years. With experience in areas including training and development, needs assessment, and employee relations and coaching she has helped employees and managers successfully cope with personal, departmental and organizational change. Before moving to Wilmington, in addition to her position as a University Relations Specialist with Independence Blue Cross, Erika was an adjunct instructor with Drexel University’s LeBow College of Business in Philadelphia, PA. She also served on the LeBow Undergraduate Career Services Advisory Board. Erika currently volunteers with StepUp Wilmington as an interview and resume coach. She holds an MFA in acting from the Florida State University Asolo Conservatory, and graduate credentials in Training and Development and Instructional Design from Roosevelt University.

  • eTapestry User Group Discussion

    Location: Florida

    Join other eTap users to discuss best practices, new features, and more! This is an open dialogue, panel-led, discussion where all are encouraged to engage in the discussion.

• 4:15 - 5:15pm

  Concurrent Sessions (choose one)

  • How to Ditch a $200,000 Event for Better Return On Investment (ROI)

    Location: Nighthawk I

    Learn why the Randolph Community College Foundation Staff ditched a $200,000 event for better Return on Investment (ROI). Fundraising events are a foundation for many nonprofit fundraising programs. But they are the most inefficient way of raising money. This multigenerational team will explain how they moved their administration, board and volunteers away from an event model, toward a development model built on relationships, engagement and data, securing a million-dollar gift in the first year and raising the most money in the Foundation’s history.

    Shelley W. Greene, Vice President for Institutional Advancement, Randolph Community College
    Lorie M. McCroskey, Director of Development, Randolph Community College

    Speaker Bios

    

    Shelley W. Greene is the Vice President for Institutional Advancement at Randolph Community College in Asheboro, NC. She earned a BA in mass communication/marketing from Campbell University and completed her Master of Science degree in integrated marketing communication from West Virginia University. After six years in private sector, she accepted a position at RCC as the Senior Director of Marketing and then was promoted to Vice President for Institutional Advancement where she has worked now for six years. In addition to this role, Shelley is the Executive Director of the RCC Foundation and a contributor to Journal of Digital & Social Media Management. Shelley is married to Kyle Greene and they have two children, Noah and Lily.

    

    Lorie M. McCroskey is the Director of Development at Randolph Community College in Asheboro, NC. She earned a diploma in Radio-TV Broadcasting from Central Carolina Community College, an AAS in Photography from Randolph Community College, a BA in Political Science from High Point University, and a Non-Profit Management Graduate Certificate. After many years as a news producer, she came to RCC as the Recruiter and then was promoted to Director of Development where she has worked for almost six years. She is married to Bobby McCroskey, and they have two children, Priscilla and Jack.

  • Empowering A Generation of American Indian Scholars: A Case Study in Collaboration between the Lumbee Tribe of North Carolina and Local Education Agencies

    Location: Nighthawk II

    Partnerships can strengthen, support, and transform organizations and communities, resulting in improved program quality, more efficient use of resources, and better alignment of goals and curricula to meet the needs of constituents. This session will demonstrate how a partnership between a rural local education agency (LEA), community college, American Indian tribe, and a regional university is improving college and career preparedness for underserved American Indian students in grades 1 - 12.

    Lisa Hunt (Lumbee), M.B.A. Lisa is the Director of Grants and Sponsored Programs at Robeson Community College
    Lawrence T. Locklear (Lumbee), Ph.D., M.P.A. Dr. Locklear is the program coordinator for the Southeast American Indian Studies Program at the University of North Carolina at Pembroke
    Myia Reyes (Lumbee), M.P.A. Myia is the Project 3C Career Exploration Coordinator at the University of North Carolina at Pembroke
    Stephanie McNeill (Lumbee) M.A., Project 3C Coordinator, Robeson Community College

    Speaker Bios

    

    Lisa Hunt (Lumbee), M.B.A. Lisa is the Director of Grants and Sponsored Programs at Robeson Community College. Lisa has more than 15 years in experience in grants administration and during her 11 year tenure at RCC, she has helped the institution manage over $20 million in grant funds. She is passionate about her work and enjoys being a community advocate/volunteer, wife, and an Army Mom.

    

    Lawrence T. Locklear (Lumbee), Ph.D., M.P.A. Dr. Locklear is the program coordinator for the Southeast American Indian Studies Program at the University of North Carolina at Pembroke. He has been employed at UNC Pembroke since 1999. An enrolled citizen of the Lumbee Tribe of North Carolina, Locklear has published and presented on the history of UNC Pembroke and the Lumbee Tribe. Locklear has served in numerous leadership capacities at UNC Pembroke and in the American Indian community at the tribal and state levels, including the Lumbee Tribal Council. Locklear earned a Ph.D. in educational studies with a concentration in higher education and a minor in educational research methodology at the University of North Carolina at Greensboro. He also earned a Master of Public Administration and a Bachelor of Arts in American Indian studies, both from UNC Pembroke, and a Bachelor of Arts in history from North Carolina State University.

    

    Myia Reyes (Lumbee), M.P.A. Myia is the Project 3C Career Exploration Coordinator at the University of North Carolina at Pembroke. Myia works with American Indian students and families to broaden their college and career opportunities in science, technology, engineering and mathematics (STEM). She previously worked as the Project ACCESS Community Engagement Specialist at UNC Pembroke from 2016 to 2019. Myia has worked at UNC Pembroke for over 10 years in various roles in financial aid and youth focused programs for underserved populations. She is also a member of the Lumbee Tribe of NC and alumna of UNC Pembroke, earning a Bachelor’s degree in Political Science and a Master of Public Administration. In her spare time, Myia enjoys spending time with her husband and two toddlers and traveling as a self-proclaimed foodie.

    

    Stephanie McNeill (Lumbee) M.A. Stephanie is the Project 3C Coordinator at Robeson Community College where she coordinates STEM events for the local middle and high school students, promotes/recruits Career and College Promise Enrollment for high school students, and collaborates with grant coordinators to collect and report outcomes require by the grant. She graduated from the University of North Carolina at Pembroke with a bachelors degree in Biology and a Master of Arts in Teaching with Science Education. Stephanie is married to Nicholas and has 2 children, Olivia & Jeremiah.

  • What You and Your Board Need to Know

    Location: Florida

    What are the fiduciary duties for your Foundation Board of Directors? Does your Board of Directors know their role in governing the organization? What should your Board do to protect and maintain its tax exempt status? In this hectic world we live in, it’s hard to know what’s most important when it comes to the internal operations of our diverse organizations. Thankfully, Bob and Mary are here to help us prioritize the top ten things we need to know to keep our organizations – and ourselves - out of trouble and on the path to raising funds and expanding access to education. There will be time at the end for Q&A, so come prepared with your questions and concerns.

    Bob Saunders, tax and business lawyer, Brooks Pierce
    Mary Morgan, in-house legal counsel, North Carolina Community Foundation

    Speaker Bios

    

    Bob Saunders is a tax and business lawyer with Brooks Pierce. He has extensive experience in the nonprofit sector. He counsels primarily tax-exempt organizations, both charitable and non-charitable, on a wide range of federal and state tax controversy matters, estate planning, and tax-exempt financing.

    

    Mary Morgan serves as in-house legal counsel for the North Carolina Community Foundation on issues concerning contributions, unique gifts, fund agreements, granting and planned giving. She advises leadership on issues related to public policy and serves as liaison to professional advisors across the state as a member of our development team. Mary has a bachelor’s degree in public policy from Duke University and attended the Wake Forest University School of Law where she was a member of the law review. Following law school, Mary clerked for N.C. Court of Appeals Judge K. Edward Greene and of U.S. District Court Judge Earl Britt. Mary practiced law with Morgan & Reeves in Raleigh and Lillington before originally joining the Foundation as legal counsel in 2006. Outside of work, Mary is active in community activities, having served as board president of Playspace Children’s Museum, president of the Sir Walter Cabinet, vice-president of the N.C. Center for Voter Education and on the boards of Wake County Habitat for Humanity and KidsVoting Wake County. She currently serves as vice-chair of the board of trustees for North Carolina Baptist Retirement Homes and board vice-chair of Common Cause North Carolina.

• 6:00pm

  Dinner sponsored by First Citizens Wealth Management

  • Bluewater Waterfront Grill

    4 Marina St.
    Wrightsville Beach, NC 28480

    Inspired by waterfront living, our food, casual atmosphere, and Carolina hospitality make Bluewater a Wrightsville Beach favorite for locals and visitors alike. Bluewater Waterfront Grill boasts a selection of traditional American fair and quality fresh seafood artfully combined in a mix of classic and modern dishes. Moving seasonally, our menu is rooted in fresh, local favorites provided by North Carolina’s bountiful fishing season.

Friday - Day Three

Friday, September 27, 2019

• 9:00-10:15am

  Concurrent Sessions (choose one),
  Morning Sessions sponsored by the North Carolina Community Colleges Foundation, Inc.

  • A Dialog - not a monologue ... Let’s converse.

    Location: Nighthawk I

    Ed Sheeran. Sam Smith. Chris Brown. Katy Perry. Taylor Swift. QUESTION: What do these artists have in common and what do they have to do with us? ANSWER: I don’t know – let’s figure it out together. The goal of this interactive presentation by Chreatha Alston, Director of Internal Engagement and Foundation Services at the NC Community College System Office, is to update you, provide you with answers to your questions, and gain insight from you.

    Chreatha Alston, Director of Foundation and Engagement Services, NC Community College System
    Melissa Mowery, APCO Worldwide

    Speaker Bios

    Chreatha Alston, Director of Foundation and Engagement Services, NC Community College System. Chreatha began her career at the System Office as the Paralegal and Office Manager for General Counsel, Shante’ Martin in 2009. In 2012, she transferred to Communications and Engagement under the leadership of Linda Weiner. Since transferring, Chreatha has worked in communications, public relations, marketing and event planning. She currently serves as the Director of Internal Engagement and Foundation Services. Chreatha holds a master’s degree in Public Administration, a bachelor’s degree in Business Administration, and Associate Degrees in both Computer Engineering and Paralegal Education. She is a mother of two awesome young men – De’Shawn who is a Senior at Winston-Salem State University and DeAundre’ who is a sophomore at Piney Woods High School.

    

    Melissa Mowery, APCO Worldwide. Melissa is a consultant at APCO Worldwide where she uses her experience in branding and corporate social responsibility for clients such as the North Carolina Community College System. She has been on the account since the start helping to bring to life the research, messaging, creative and website development, advertising, and reporting, ensuring that each piece of the puzzle comes together for a campaign that begins to shift perceptions on community colleges. Prior to her work at APCO Worldwide, she helped clients in the consumer goods, travel and health industries reach their audiences through integrated marketing campaigns.

  • The Compelling Applicant: Differentiating Yourself in the Competition for Grant Funding

    Location: Nighthawk II

    The quest for funding is more competitive than ever before, and simply meeting the grant requirements is no longer enough. In this session, you will learn elements and techniques to begin building an operation, a narrative, and a data-informed vision and metrics to strengthen your organization’s profile and project for the application process.

    Terri Bryant Adou-Dy, Golden LEAF Foundation

    Speaker Bio

    

    Terri Bryant Adou-Dy joined the Golden LEAF Foundation full time in 2006 as a program officer and now serves as Director of Programs/Program Administration. She works with the Open Grants Program (in general, healthcare, agriculture and infrastructure projects), the Community-Based Grants Initiative, and other projects and initiatives of the Foundation, particularly those focused on healthcare. Her duties include discussing projects with potential applicants, conducting due diligence regarding proposals, and monitoring projects after grants are awarded. Terri is also responsible for programs support, including process improvement, and helps with program research, and community and stakeholder outreach. She has expertise in research and analysis; policy development; program development, implementation and evaluation; domestic and international marketing; and, communication. In addition to having worked for several multinational corporations, Terri earned her bachelor’s degree from NC State University and her M.B.A. from UNC-Chapel Hill.