Southwest Regional Leadership Forum Schedule

Monday November 3rd, 2025

8:00 A.M. - 9:00 A.M. Morning Registration

9:00 A.M. - 10:15 A.M. Joan Garry Breakfast Keynote

10:15 A.M. - 10:30 A.M. BREAK

10:30 A.M. - 11:45 A.M. Breakout Sessions

  • Stephanie Bailey - “Beyond the Numbers: Leveraging Form 990 for Compliance, Transparency, and Strategic Impact”

  • Joan Garry - “How To Turn Your Board Into A Fundraising Machine (SERIOUSLY)”

  • Janetta Cravens - “Beyond the Annual Review: Building an Executive Evaluation Process for Resilient Leadership”

  • Tony Martignetti - “Planned Giving Fundraising: Easy, Accessible & Affordable”

  • Chris Bernard & Jessica Dietrich - “From Frontlines to Front Row: Turning Insight Into Advocacy”

  • Alice Ferris - “Stories that Stick: Practical Tools for Fundraising Writing”

12:00 P.M. - 2:00 P.M. Nathan Chappell Keynote Lunch

2:00 P.M. - 2:15 P.M. BREAK

2:15 P.M. -3:30 P.M. Breakout Sessions

  • Nathan Chappell - “Navigating Your AI Transformation”

  • Haley Cooper - “What Social Purpose Organizations Need to Know About Leading High-Performing Fundraising Teams”

  • Tony Martignetti - “Planned Giving Fundraising: Easy, Accessible & Affordable”

  • Dr. Jessica Rimmer, Houda Elyazgi, and Sara Walker - “Strategies for Compassionate Leadership”

  • Cindy Wagman - “Small Shop Survival Guide: Turning Big Ideas Into Action Back Home”

  • Alice Ferris - “Planning When You Don’t Know What’s Next”

3:30 P.M. - 3:45 P.M. BREAK

3:45 P.M. - 5:00 P.M. Breakout Sessions

  • Dana Snyder - “The Monthly Giving Mastermind - A 5-Step Framework to Build, Grow, & Sustain Subscriptions for Good”

  • Janetta Cravens - “Big Data, Real Impact: Using Community Data to Drive Program Design and Funding Strategy”

  • Haley Cooper - “What Social Purpose Organizations Need to Know About Engaging Their Board in Fundraising”

  • Cindy Wagman - “The Great Reshuffle: How the Rise of Fractional Leadership is Reshaping Nonprofit Talent”

  • Jennifer Meckling - “What is Endowment (and why would I want one?)”

5:00 P.M. - 6:00 P.M. Reception on the Scissortail Terrace

Tuesday November 4th

8:00 A.M. - 8:45 A.M. Continental Breakfast

9:00 A.M. - 10:15 A.M. Breakout Sessions

  • Mariah Monique - “Building Sponsor Relationships Before You Need Them and Knowing When to Pivot”

  • Rob Delange - “Multipliers - How to Double Your Workforce for Free”

  • Germeen Guillaume - “Audit-Ready Nonprofits: Mastering the Art of Financial Transparency”

  • Laynie Gottsch - “Sarkeys Grant Writing”

  • Ginny Bass Carl - “This Wasn’t in the Job Description - Lessons from the CEO Seat (or, Be Careful When You Say Yes!)”

  • Richard Comeau & Chris Bernard - “Built to Grow: Designing Programs that Scale with Purpose”

10:15 A.M. - 10:30 P.M. BREAK

10:30 A.M. - 11:45 A.M. Breakout Sessions

  • Stephanie Bailey - “Beyond the Numbers: Leveraging Form 990 for Compliance, Transparency, and Strategic Impact”

  • Mariah Monique - “Building Sponsor Relationships Before You Need Them and Knowing When to Pivot”

  • Rob Delange - “Multipliers - How to Double Your Workforce for Free”

  • Germeen Guillaume - “Nonprofit Accounting Essentials: Unlocking the Secrets to Solid Accounting”

  • Brynne Krispin - “From Invisible to In-Demand: How LinkedIn Can Help You Drive Revenue and Relationships for Your Nonprofit”

  • Becky Endicott - “Multiplication Mindset: How to Build Volunteer Movements That Grow Themselves”

12:00 P.M. - 1:45 P.M. Dana Snyder Keynote Lunch

2:00 P.M. - 3:15 P.M. Breakout Sessions

  • Houda Elyazgi - “Human-Centered Tools for Navigating Organizational Change”

  • Brynne Krispin - “AI Meets Empathy: Creating Human-Centered Content Without Burning Out Your Team”

  • Toni Moore - “Succeeding at Succession Planning”

  • Michelle Brobston & Chirs Bernard - “Leading with Courage: Making Bold with Purpose”

  • Jon McCoy - “Stories that Anchor + Connect: A Workshop on Growing a Volunteer Movement of Rabid Fans”