Thursday, Sept. 29
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8:30 am - 9:00 am
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Annual MeetingNC CORD BoardConference Center - Room A
Annual Meeting
This is a quick meeting for ALL NC CORD members. We will vote on new Board Members and announce next year's conference location.
Conference Center - Room ANC CORD BoardAdd To Calendar
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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9:15 am - 10:15 am
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Too much? Too little? Too late?Hank Dunbar, SVPSycamore - Room 107
Too much? Too little? Too late?
A review of scholarship agreements with a comprehensive look at what needs to be included and a look at a sample agreement. We will consider when an agreement contains too much information, too little information, how to create a template, and how to seek relief for ineffective agreements.
Sycamore - Room 107Hank Dunbar, SVPAdd To Calendar
Speaker Details
Hank Dunbar, SVP
Manager, Philanthropic and Charitable Services First Citizens Bank
Bio
Hank Dunbar joined First Citizens in 2014 as Manager of the Philanthropic and Charitable 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.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Pre-Award Ethical Considerations: Organizational Capacity and Program DesignJulie Assel, GPCConference Center - Room B
Pre-Award Ethical Considerations: Organizational Capacity and Program Design
Often discussions of grant ethics focus on the unethical behavior of people or organizations after grant is awarded, most often the misuse of grant funds. This makes splashy headlines, and it absolutely makes grant professionals cringe. But there are also so many situations we encounter before a grant is submitted where an understanding of the professional ethics can help head off future activity that isn’t just unethical – it is illegal. GPC Competencies & Skills 2.6, 3.2, 6.3, 6.8
Conference Center - Room BJulie Assel, GPCAdd To Calendar
Speaker Details
Julie Assel, GPC
President/CEO Assel Grant Services
Bio
Julie founded Assel Grant Services in 2007 and has over fifteen years of experience in grant writing, research, and management. She has written and reviewed numerous federal, foundation, corporate, and local grants focused on education, healthcare, behavioral health, homelessness, human services, and the arts. She is a Grant Professional Association Approved Trainer and a former member of the Grant Professionals Certification Institute’s board of directors. Julie has successfully secured over $145 million in grant funding since 2003.
Julie manages a deep training portfolio of over forty different training sessions annually through Assel Grant Services’ professional development programs. Her current portfolio includes training series on federal grants, grants and ethics, basic grant training, and more advanced topics related to grants. In addition to speaking at Grant Professional Association and Association of Fundraising Professionals chapter trainings, regional conferences, and national conferences, Julie also provides live and webinar trainings upon request to targeted audiences and the broader nonprofit field.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Data Accessibility: Get People to Actually Read Your ReportsAlan WeiConference Center - Room C
Data Accessibility: Get People to Actually Read Your Reports
The era of big data is over: the interesting question is not necessarily “how do I see all my data”, but “what data should I be seeing?” This session breaks down the monolith of reporting into different tools for different purposes: reporting for leadership, reporting to run your fundraising operations, reporting for short-term strategic initiatives, reporting for day-to-day goals. Best practices from nonprofit users on navigating these dimensions as well as the value they add by bringing practical flavor to this discussion. Outcomes: How to balance "reporting to tell a story" versus "reporting to run your nonprofit"; how to effectively set up dashboards, automated reports, email notifications to accomplish fundraising goals; and how to evaluate the different dimensions to reporting: how often, how much, what medium.
Conference Center - Room CAlan WeiAdd To Calendar
Speaker Details
Alan Wei
CEO and Co-Founder Humanitru
Bio
Alan Wei is a graduate of the University of Virginia with degrees in Computer Science and Social Entrepreneurship, having founded Humanitru after being frustrated with the technology options nonprofits had available to manage fundraising. After writing thousands of lines of code, building integrations with almost every nonprofit tech tool out there, and creating analytical models digesting millions of data points around supporter behavior, he is convinced that the answer to modern fundraising and effective donor engagement lies in data: eliminating information silos, segmenting audience profiles, automating donor prospecting, all of which creates a solid bedrock for effective fundraising.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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10:30 am - 11:30 am
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Planned Giving 101Germaine Elkins, MBA, CFREConference Center - Room A
Planned Giving 101
In this session, we’ll explore planned giving from your point-of-view as a professional fundraiser. What do you really need to know? And what don’t you need to worry about!? You can easily find someone with a greater breadth and depth of knowledge on planned giving than I have. I am not a CPA or an estate attorney. But for the job that we do, I have, I think, exactly the amount of knowledge I need. I can speak to a donor with a level of confidence to give them the comfort they need to inspire trust and a belief in my organization’s competence. Join me in exploring the topic of planned giving so that you too can give donors the assurance that your organization will handle their gift responsibly, ethically, prudently, and with a great deal of respect for their intent as donors.
Conference Center - Room AGermaine Elkins, MBA, CFREAdd To Calendar
Speaker Details
Germaine Elkins, MBA, CFRE
Vice President, Institutional Advancement and Executive Director, Foundation Sandhills Community College
Bio
Germaine Brandt Elkins is the Vice President of Institutional Advancement at Sandhills Community College where she has been a member of the Foundation staff for nearly 15 years. Since assuming her leadership role in 2015, she has assisted in growing the Foundation’s net assets from $23 million to over $46 million and has successfully overseen a $15 million capital campaign. During her time at Sandhills, she has assisted many donors in establishing estate gifts, creating charitable gift annuities, and structuring many other major and planned gifts. She has presented at local, state and national professional conferences on these topics. In 2017, Germaine earned her Certificate in Fund Raising Management from Indiana University’s Lilly Family School of Philanthropy, and subsequently obtained her Certified Fund Raising Executive status from CFRE International. She has an MBA from UNC Pembroke, BA in Sociology from UNC Wilmington, and her Associates in Arts from Sandhills Community College. Germaine is currently enrolled in her second year of North Carolina State University’s Doctoral Program in Community College Educational Leadership.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Collaboration and ConsortiumsJulie Assel, GPCConference Center - Room B
Collaboration and Consortiums
As funders seek to invest in programs which focus on systemic change, many organizations are trying to figure out how to develop true partnerships with diverse organizations in their community. This session will start with a quick discussion of types of collaborative partnerships and then will move into both the messy and concrete details of creating partnerships and consortiums who are able to respond to community needs using grant funded resources. GPC Competencies & Skills 3.1, 3.2, 3.7
Conference Center - Room BJulie Assel, GPCAdd To Calendar
Speaker Details
Julie Assel, GPC
President/CEO Assel Grant Services
Bio
Julie founded Assel Grant Services in 2007 and has over fifteen years of experience in grant writing, research, and management. She has written and reviewed numerous federal, foundation, corporate, and local grants focused on education, healthcare, behavioral health, homelessness, human services, and the arts. She is a Grant Professional Association Approved Trainer and a former member of the Grant Professionals Certification Institute’s board of directors. Julie has successfully secured over $145 million in grant funding since 2003.
Julie manages a deep training portfolio of over forty different training sessions annually through Assel Grant Services’ professional development programs. Her current portfolio includes training series on federal grants, grants and ethics, basic grant training, and more advanced topics related to grants. In addition to speaking at Grant Professional Association and Association of Fundraising Professionals chapter trainings, regional conferences, and national conferences, Julie also provides live and webinar trainings upon request to targeted audiences and the broader nonprofit field.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Evaluating Your Foundation’s Investment AdviserLarry D. CoatsConference Center - Room C
Evaluating Your Foundation’s Investment Adviser
Are your foundation’s investment performance and fees competitive? Are you and your committee pleased with your investment adviser’s service and support? Do they provide ongoing education to help you and your committee fulfill your fiduciary responsibilities? Larry D. Coats, CEO of ClearView Fiduciary Alliance, will lead a discussion of the key components of a best practices investment adviser evaluation that encompasses these and other factors.
Conference Center - Room CLarry D. CoatsAdd To Calendar
Speaker Details
Larry D. Coats
President and CEO ClearView Fiduciary Alliance
Bio
Larry has over 30 years of investment and consulting industry experience. After working as a Senior Consultant with Andersen Consulting (predecessor to Accenture), Larry entered the investment industry where he was an Institutional Representative and investment consultant until he joined Oak Value Capital Management, Inc. in 1994. During his 17 year tenure at Oak Value, he rose to the position of Chief Executive and Portfolio Manager. He and his partners sold Oak Value to RS Investments LLC of San Francisco in 2010 and remained with that successor firm until the end of 2012. Larry earned a BS in Business Administration from Coastal Carolina University in 1981 and an MBA from the University of South Carolina in 1983. In addition to having served on the Boards of several non-profits including the Coastal Educational Foundation and the United Methodist Foundation, he co-managed investment portfolios for more than three dozen foundations, endowments and not-for profit organizations over the last 20 years.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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11:45 am - 1:45 pm
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President's Panel Luncheon Q&ADr. Shelley White, Dr. Brian Merritt, Dr. Jeff CoxConference Center - Room A
President's Panel Luncheon Q&A
Conference Center - Room ADr. Shelley White, Dr. Brian Merritt, Dr. Jeff CoxAdd To Calendar
Speaker Details
Dr. Shelley White
President Haywood Community College
Dr. Brian Merritt
President McDowell Technical Community College
Dr. Jeff Cox
President Wilkesboro Community College
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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2:00 pm - 3:00 pm
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ABCs of Fiduciary Duties of Nonprofit Board of Directors and Best PracticesRobert SaundersConference Center - Room A
ABCs of Fiduciary Duties of Nonprofit Board of Directors and Best Practices
Do your board members understand the Dute of Care, Duty of Obedience, and Duty of Loyalty? How are board members protected? Find out answers to these questions and more in this important session led by one of the state's experts in nonprofit law.
Conference Center - Room ARobert SaundersAdd To Calendar
Speaker Details
Robert Saunders
Partner Brooks Pierce
Bio
Bob Saunders is a tax and business lawyer with extensive experience in the nonprofit sector. He counsels primarily tax-exempt organizations, both charitable and non-charitable, on a multitude of federal and state tax controversy matters, estate planning, and tax-exempt financing.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Power of the PenJulie Assel, GPCConference Center - Room B
Power of the Pen
Proposal narratives must reflect the deep social responsibilities of grant professionals to tell the stories of the target population, not just the story of the organization. Words have power, and grant professionals must use that power carefully and with great sensitivity to the clients who are coming to the organization in their time of need. This presentation will focus on how a grant professional can be an agent of change in their organization when it comes to cultural competency, starting with the importance of describing the needs and activities and how word choices bring to life context in a grant proposal and report. GPC Competencies & Skills 4.6, 7.3
Conference Center - Room BJulie Assel, GPCAdd To Calendar
Speaker Details
Julie Assel, GPC
President/CEO Assel Grant Services
Bio
Julie founded Assel Grant Services in 2007 and has over fifteen years of experience in grant writing, research, and management. She has written and reviewed numerous federal, foundation, corporate, and local grants focused on education, healthcare, behavioral health, homelessness, human services, and the arts. She is a Grant Professional Association Approved Trainer and a former member of the Grant Professionals Certification Institute’s board of directors. Julie has successfully secured over $145 million in grant funding since 2003.
Julie manages a deep training portfolio of over forty different training sessions annually through Assel Grant Services’ professional development programs. Her current portfolio includes training series on federal grants, grants and ethics, basic grant training, and more advanced topics related to grants. In addition to speaking at Grant Professional Association and Association of Fundraising Professionals chapter trainings, regional conferences, and national conferences, Julie also provides live and webinar trainings upon request to targeted audiences and the broader nonprofit field.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Solutions for Pooled Endowment Fund AdministrationJason Edwards, Chris DavisConference Center - Room C
Solutions for Pooled Endowment Fund Administration
Endowment accounting, gift compliance, and donor reporting have become increasingly burdensome on the business officers and development staff of nonprofit organizations. Also, as endowment funds continue to grow and expand, there is a larger chance of error or non-compliance with laws and regulations when using manual processes and spreadsheets. This session will provide solutions for pooled endowment fund administration, including accounting, compliance, and donor reporting. We will discuss how nonprofit organizations can transition from spreadsheets to a software-based solution which ultimately allows staff to save time and resources while enhancing internal controls and reporting capabilities.
Conference Center - Room CJason Edwards, Chris DavisAdd To Calendar
Speaker Details
Jason Edwards
Head of Sales & COO ADAVICO
Bio
Jason Edwards joined ADAVICO in 2018 as Chief Financial & Operating Officer. As CFO/COO, Jason manages multiple company departments including Finance, Administration, and Sales. He also oversees ADAVICO’s Endowment Accounting Services team, focusing on data accuracy, processing integrity, and customer service. Through in-depth analysis and a specialized understanding of legacy sub-accounting systems, Jason ensures each client's data is successfully implemented and maintained according to 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. Earlier, 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.
Chris Davis
CPA, Co-founder & CEO ADAVICO
Bio
Chris Davis co-founded ADAVICO in 2011 with his brother, Steven, aiming to engineer and deliver the world’s best endowment administration software and professional services to nonprofits of all sizes.
Serving as ADAVICO’s CEO, and in keeping with the company’s deep commitment to excellence, Chris is embedded in all major facets of the business. He provides strategic oversight to the Executive Leadership Team, and he remains active in every department in order to cultivate consistency of values, quality, and objective. Due to this 360° approach to leadership, Chris is seasoned and skilled in a versatile array of niche business functions, from IT infrastructure to endowment accounting to marketing and sales.
Prior to ADAVICO, Chris worked extensively with academic institutions and nonprofit 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 financial affairs including investment strategy, policy development, and reporting. In public accounting, he provided assurance and tax services to nonprofit organizations and municipalities.
Chris holds degrees in business management and accounting from Virginia Tech and makes his home in Norfolk, Virginia.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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3:15 pm - 4:15 pm
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The Importance of a Gift Acceptance PolicyKristen H. Lehrer, Debbie R. RiceConference Center - Room A
The Importance of a Gift Acceptance Policy
Perhaps you have thought one of the following sentiments for your organizations Gift Acceptance Policy: - Is it really important to reference this policy? - I know we have one somewhere! - Our what? Come learn the critical elements of best practice in Gift Acceptance Policies and why yours might need a refresh.
Conference Center - Room AKristen H. Lehrer, Debbie R. RiceAdd To Calendar
Speaker Details
Kristen H. Lehrer
CAP®, Senior Philanthropic Specialist Wells Fargo Bank
Bio
Kristen Lehrer is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Wealth & Investment Management, serving North Carolina. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Mrs. Lehrer helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Mrs. Lehrer collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropic activities.
Debbie R. Rice
CAP®, Senior Philanthropic Specialist Wells Fargo Bank
Bio
Debbie Rice is a senior vice president and senior philanthropic specialist located in the Charleston, SC Wells Fargo Private Bank office. Ms. Rice assists charitable individuals, families, and nonprofit organizations meet their unique charitable goals by providing specialized advisory services.
Prior to joining Wells Fargo, Ms. Rice was the Director of Business Development for an independent wealth management firm in Asheville, NC for 3 years, where she specialized in client procurement, client retention, and marketing. She also spent over 16 years working directly in the nonprofit sector. She has been in the financial services industry for more than 9 years.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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Monitoring Best Practices for Foundation and Government GrantsJulie Assel, GPCConference Center - Room B
Monitoring Best Practices for Foundation and Government Grants
Grant recipients have an ethical and legal responsibility to monitor their own compliance and programmatic performance as well as the compliance and performance of any subrecipients included in the project. This session will highlight these responsibilities and will share action steps for strengthening organization capacity for compliance and future funding. It will include proactive strategies and reactive solutions for both private foundation funding and government grants when project partners are involved in programs. GPC Competencies & Skills 5.1-5.5
Conference Center - Room BJulie Assel, GPCAdd To Calendar
Speaker Details
Julie Assel, GPC
President/CEO Assel Grant Services
Bio
Julie founded Assel Grant Services in 2007 and has over fifteen years of experience in grant writing, research, and management. She has written and reviewed numerous federal, foundation, corporate, and local grants focused on education, healthcare, behavioral health, homelessness, human services, and the arts. She is a Grant Professional Association Approved Trainer and a former member of the Grant Professionals Certification Institute’s board of directors. Julie has successfully secured over $145 million in grant funding since 2003.
Julie manages a deep training portfolio of over forty different training sessions annually through Assel Grant Services’ professional development programs. Her current portfolio includes training series on federal grants, grants and ethics, basic grant training, and more advanced topics related to grants. In addition to speaking at Grant Professional Association and Association of Fundraising Professionals chapter trainings, regional conferences, and national conferences, Julie also provides live and webinar trainings upon request to targeted audiences and the broader nonprofit field.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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You wrote that down, right?: How to become an advancement data scientistLisaCaitlin PerriConference Center - Room C
You wrote that down, right?: How to become an advancement data scientist
It doesn’t matter which database you use; wrangling development data to address the needs and curiosities of multiple audiences can be a tough gig. I will share data management practices that can make analysis a bit easier and more precise (with less email searching and wheel reinventing!). We will talk through the most common advancement data requests, including what to do when the request parameters change.
Conference Center - Room CLisaCaitlin PerriAdd To Calendar
Speaker Details
LisaCaitlin Perri
Advancement Data Analyst National Foundation for the Centers for Disease Control and Prevention
Bio
LisaCaitlin Perri has worked with great people and data connected to: nonprofit development and strategic planning, staffing and resource management, budget development and tracking, market research, wealth and philanthropy screening, stakeholder representation, social and clinical research, grant tracking, quality management, and database customization and documentation. Her educational background is in clinical psychology and brain sciences. After several years of consulting projects with nonprofits of all types and sizes primarily in the Triangle area of North Carolina, LisaCaitlin recently started a full-time role as an Advancement Data Analyst with the National Foundation for the Centers for Disease Control and Prevention (known as the CDC Foundation) which helps the CDC do more, faster by forging partnerships between CDC and others to fight threats to health and safety.
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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6:00 pm - 8:00 pm
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Dinner at Circa 29Circa 29, 56 Patton Ave, Asheville, NC 28801
Dinner at Circa 29
Circa 29, 56 Patton Ave, Asheville, NC 28801Add To Calendar
Conference Center Map
Sycamore Building Map
The Sycamore building is right across the courtyard from the Conference Center. It’s a very short walk. If you walk across the courtyard and through the door that says "Welcome", take a right and the rooms are at the end of the hall.
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This schedule may be subject to change.