A single link to the first track to allow the export script to build the search page
  • CFO-Controller
  • CFO-Controller

    Session 1

    July 25, 2020 11:30 AM - July 25, 2020 12:30 PM

    Maximize Your Planned Charitable Donations - Research, Testing and Insight

    July 25, 2020 11:30 AM - July 25, 2020 12:30 PM

    Cascade

    • Samuel George, M.A., Hexcorporation
    This session will present the most recent breakthroughs in direct mail marketing for planned giving, including generating results based on your design and content. We'll show you how to put this information to work in practical ways, providing takeaways and suggestions that enable you to connect with more donors. This presentation includes several case studies taken from our client base that illustrate our successful age-segmented messaging technique.

    Maximize Your Planned Charitable Donations - Research, Testing and Insight

    A Case Study on Benefit Improvement While Cutting Costs

    July 26, 2020 9:40 AM - July 26, 2020 11:00 AM

    Cascade

    • Sally Ransome, Stimway
    Sally Ransome explains how she works with clients to evaluate their employee benefit plans to determine where plan design changes might be made and still keep the plan competitive while generating cost savings. A case study is presented.

    A Case Study on Benefit Improvement While Cutting Costs

    Discussion of Approaches to Professional Development

    July 26, 2020 11:30 AM - July 26, 2020 12:30 PM

    Cascade

    • Vance Upfield, M.B.A., Geolam

    In this session, we discuss why, despite the time, energy and money we spend in our training, continuing education and certifications efforts, we do not see the change in personnel development we hoped for. Please come prepared to participate in a lively discussion.

    Discussion of Approaches to Professional Development

    Session 2

    July 26, 2020 1:40 PM - July 26, 2020 3:00 PM

    Time Open to explore other tracks

    July 26, 2020 1:40 PM - July 26, 2020 3:00 PM

    Open

    CFO/Controller/Personnel Management Roundtable and Program Planning

    July 26, 2020 3:30 PM - July 26, 2020 5:00 PM

    Cascade

    • Olivia Theodore $lastName

    During this session we will discuss issues facing CFO/Controller and Personnel Management professionals, make plans for future meetings and provide feedback on this year's program.

    CFO/Controller/Personnel Management Roundtable and Program Planning