May 9, 2024

The Nonprofit Forum: Investing Internally to Thrive Externally

Speakers

Amplifying Impact: A Toolkit for Activating
Philanthropy’s Meaningful Middle

Clare Golla, CFP®

National Managing Director of Philanthropic Services, 
Bernstein Private Wealth Management

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Nathaniel Heller

Vice President & Managing Director,
Geneva Global/Global Impact

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Breakout Session: Culture in Today’s Environment

Catherine Preim

Senior Manager, People Solutions, Baker Tilly 

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Breakout Session: Feasible AI:
Implementing Now to Gain Efficiency Without Budget

Amanda Nelson

Managing Director,
Orr Group

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Terry Cangelosi

Head of Operations,
Orr Group

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Fireside Chat: AI’s Promise—Where To from Here for Leaders

Trooper Sanders

CEO, Benefits Data Trust

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Agenda
8:00 AM

Arrivals and Breakfast

 

 

8:30 AM

Amplifying Impact: A Toolkit for Activating Philanthropy’s Meaningful Middle 

Clare Golla and Nathaniel Heller

 

 

9:25 AM

Break 

 

 

 

9:30 AM

Breakout Session 1

GROUP A: Classroom – Feasible AI

GROUP B: Student Lunch Area – Culture in Today's Environment

 

10:15 AM

Break 

 

 

 

10:20 AM

Breakout Session 2

GROUP B: Classroom – Feasible AI

GROUP A: Student Lunch Area – Culture in Today's Environment

 

 

11:05 AM

Break

 

 

11:15 AM

Fireside Chat: AI’s Promise—Where To from Here for Leaders

Trooper Sanders
 

 

 

12:00 PM

Closing