2013 AHP Pacific and Rockies and Southwest Conference Brochure

AHP Pacific and AHP Rockies & Southwest

Conference

June 19–21, 2013 Newport Beach, CA

Newport Beach

Marriott Hotel & Spa

Major Gifts • Annual Giving

Physician Giving • Lifetime Giving

Capital Campaigns

Save $60Register by May 10!

Amplify your impact!Far-reaching tools and knowledge.

Learn from the field’s most respected experts, gain knowledge on today’s issues, and build relationships among a welcoming community of health care philanthropy and public relations professionals.

Register today!www.ahp.org/newportbeach2013

AHP Pacific and AHP Rockies & Southwest Conference

Amplify your impact!Learn from the best. Build and strengthen relationships.

Join us at the 2013 AHP Pacific and AHP Rockies & Southwest Conference as we delve into today’s most important and timely topics in health care philanthropy and public relations.

For three exciting days, we invite you to join us in Newport Beach where the field’s most respected speakers and experts will focus on today’s most pressing topics. Strengthen your knowledge, relationships and career—while being part of the welcoming, change-creating community of health care philanthropy and public relations professionals.

At this intimate gathering, you’ll get the benefit of collaboration and relationship building with likeminded health care fundraisers and public relations professionals from around the west and southwest—plus the ease of lessened travel costs.

We’ve got it all:

• Learn from the best, with education sessions featuring the field’s top speakers, experts and practitioners.

• Discover strategies for raising funds now and into the future.

• Find out how to amplify the impact you have on the health and wellbeing of your community.

• Connect with colleagues in development, and fundraising

• Hear best practices and study the latest strategies in 60-minute “lecture and learn” breakout sessions and 90-minute interactive workshops.

Developed by and for health care fundraisers, the AHP Pacific and AHP Rockies & Southwest Regional Conference is an education opportunity created with you in mind. No matter your specialty, you’ll walk away with up-to-date information on topics chosen specifically to advance your organization, your profession and your career.

It’s all happening in Newport Beach—won’t you join us?

Let’s amplify the possibilities and your impact.

Sign up today! www.ahp.org/newportbeach2013

Attend the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference and you’ll enjoy and benefit from:

• An intimate setting.

• Networking galore.

• Lower, more reasonable travel costs.

• Inspiring and actionable ideas and strategies.

• Eligibility for more than 15 CFRE certification points.

Are you ready to:

• Amplify your impact on your community’s health?

• Walk away with tactics, tools and new approaches?

• Share ideas, successes and challenges with your peers?

• Tighten your focus and sharpen your skills?

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June 19–21, 2013 • Newport Beach, CA

Opening Keynote Session: Richard Afable, MD, MPH Thursday, June 20 9:00 am–10:15 am

Previously the chief executive of Hoag Memorial Hospital Presbyterian in Newport Beach, Dr. Afable is currently the chief executive of Covenant Health

Network, a seven hospital integrated health care delivery system in Orange County, Calif. focused on population health management in one of the largest communities in the United States. Considered a national expert in health care reform, Dr. Afable was recently named one of the 50 most influential physician executives by Modern Healthcare magazine. Dr. Afable will discuss the changes in our health care system and the subsequent evolution of health care philanthropy and fundraising.

Roundtable LuncheonThursday, June 20 12:15 pm–1:30 pm

Looking for ideas and solutions? Join your peers for lunch in an engaging exchange around a significant health care fundraising topic. Sign up at the registration desk to participate in a discussion group that best suits your interests and needs. Information on topics and facilitators will be available onsite at the conference.

An Outstanding Education Opportunity

What do attendees of AHP conferences value the most?

• The education.

• The opportunity to learn from experts and successful development professionals.

• The chance to discover how to raise funds and chart a course for hospital foundations and other health care organizations in today’s challenging economy.

•“This is a great conference and

well worth the money.”•

“The conference quality was exceptional. I can’t comment

highly enough on the quality!”•

“This was a fabulous conference, with truly

outstanding educational opportunities. I really

appreciate it.”2 0 1 3

Earn more than 15 CFRE points by attending this conference!

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Time SessionWednesday, June 198:00 am–4:00 pm Pre-Conference Sessions:

•AHP Primer•AHP Advanced Course

1:00 pm–5:00 pm Registration5:00 pm–5:30 pm Newcomer’s Networking Reception5:30 pm–7:00 pm Opening Reception with Exhibitors

Thursday, June 208:00 am–5:00 pm Registration8:00 am–9:00 am The New Era in Health Care Philanthropy: Regional Business Breakfasts9:00 am–10:15 am Keynote Session: Richard Afable, M.D., MPH10:15 am–10:45 am Break with Exhibitors10:45 am–12:15 pm Interactive Workshop Sessions12:15 pm–1:30 pm Roundtable Luncheon1:30 pm–2:00 pm Dessert with Exhibitors2:00 pm–3:00 pm Concurrent Education Sessions3:00 pm–3:30 pm Break with Exhibitors

3:30 pm–4:30 pm Concurrent Education Sessions4:30 pm–5:30 pm Recognition, Power & Influence with Bill Littlejohn and Bill McGinly6:00 pm Networking Reception at Pacific Life Building (see page 12 for more details)

Friday, June 218:30 am–11:45 am Registration8:30 am–9:30 am Ignite Sessions Breakfast8:30 am–12:00 pm Executive Forum9:30 am–10:30 am Concurrent Education Sessions10:30 am–10:45 am Break10:45 am–11:45 am Concurrent Education Sessions11:45 am Conference Concludes

Schedule at a Glance

Conference CommitteeAHP extends appreciation to the dedicated members who volunteered their time and expertise to assist in the coordination of this event.

Pacific Conference Chair

Flynn A. Andrizzi, Ph.D.PresidentHoag Hospital FoundationNewport Beach, CA

Rockies & Southwest Conference Chair

Thomas J. Sloan, CFRE, FACHEDirector of PhilanthropyScott & White Healthcare

FoundationRound Rock, TX

Pacific Regional Director

James McL. DaleVice President of DevelopmentPomona Valley Hospital Medical

Center FoundationPomona, CA

Rockies & Southwest Regional Director

Sandy L. Ogletree, CFREExecutive DirectorUniversity Medical Center Health

System FoundationLubbock, TX

Education Committee Members:

Jeanette E. ConawayDirector, Major GiftsIntegris Health FoundationOklahoma City, OK

Susan C. Dolbert, Ph.D.Vice PresidentFred Hutchinson Cancer

Research CenterMercer Island, WA

John N. Ferree, Jr.PresidentScottsdale Healthcare FoundationScottsdale, AZ

Jon K. Gossett, ACFREExecutive DirectorSt. Luke’s FoundationHouston, TX

Arthur J. Ochoa, Esq.Senior Vice President,

Community Relations & Development

Cedars-Sinai Medical CenterLos Angeles, CA

Kevin PickettSenior Director of DevelopmentThe University of Texas MD

Anderson Cancer CenterDevelopment OfficerHouston, TX

Giuseppe Rizza, CFREExecutive Director & Vice

PresidentPresbyterian Healthcare

FoundationAlbuquerque, NM

Christopher Smith, CFREAssistant Vice President, Health

Sciences DevelopmentUniversity of Utah Health

Sciences DevelopmentSalt Lake City, UT

Sponsorship Chairs:

Cindy Scott, CFRESenior Development OfficerParkland FoundationDallas, TX

Pamela WhitcombSenior Director of DevelopmentScripps Health FoundationLa Jolla, CA

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Conference SponsorsThe following organizations and companies have provided generous contributions in support of the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference. (As of 2/9/2013)

CCS

Cedars-Sinai Medical Center

Dini Partners

Henderson Mallory Partners

Hoag Hospital Foundation

Integris Foundation

Parkland Foundation

Pomona Valley Hospital Medical Center Foundation

Scott & White Healthcare

Scripps Health Foundation

Sharp HealthCare Foundation

Thompson & Associates

UMC Foundation

Sponsorship opportunities are still available. Your organization can gain increased visibility by sponsoring a conference track or event. Please contact [email protected] if you are interested in becoming a sponsor.

Conference ExhibitorsSupport the vendors and consultants that support you!Raise your development program to new levels of success by visiting the Exhibit Hall for information on the latest products and services. Stop in during the opening reception and conference breaks to discuss opportunities to collaborate with our exhibitors. Interested in exhibiting? Contact [email protected] for information.

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Pre-Conference WorkshopsWednesday, June 19, 8:00 am–4:00 pm

AHP Development Primer: A Workshop on the Fundamentals of Health Care Development

Registration FeeEarly Registration Regular Registration

AHP members $295 $345

Non-member $395 $445

This fast-paced one-day fundamental workshop focuses on the basic elements of health care philanthropy and the role of development in a health care organization. The workshop reviews major areas of health care development including: major, planned, and annual giving; capital campaigns; policies; finance; marketing; and many others. AHP Development Primer is highly recommended for those who are new or have less than three years in health care, support staff and board members who need to understand the elements of health care development. The course fee includes the all-day workshop, AHP Primer CD with “how to” examples (a valuable reference tool for every development officer) and continental breakfast and lunch.

Susan Smith, MA, FAHPVice President, PhilanthropySt. Jude Memorial FoundationFullerton, CA

Wednesday, June 19: 8:00 am–4:00 pm

AHP Advanced Course in Health Care Fundraising

Registration FeeEarly Registration Regular Registration

AHP members $375 $425

Non-member $475 $525

The AHP Advanced Course is an intensive one-day program providing a quick and comprehensive overview of fundraising principles for health care development professionals with five or more years of field experience. The course content is organized around the CFRE exam and can assist development professionals in preparing for the CFRE or FAHP examinations. Participants review the core competencies outlined in the CFRE knowledge areas. The course fee includes the all-day workshop, workbook and continental breakfast and lunch.

Mary Love (Bitsy) Henderson, FAHPPrincipalHenderson Mallory PartnersAustin, TX

Janet DeWolfe, FAHP, CFREDirector of Major Gifts & Philanthropic CampaignsMission Hospital FoundationMission Viejo, CA

Sidney C. Mallory, FAHPPrincipalHenderson Mallory PartnersAustin, TX

5:00 pm–5:30 pm Newcomer’s Networking Reception

5:30 pm–7:00 pm Opening Reception with Exhibitors

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Conference ScheduleThursday, June 207:30 am–5:00 pm Registration

8:00 am–9:00 am Regional Business Breakfasts

9:00 am–10:15 am Opening Keynote Session with Richard Afable, MD, MPH

10:15 am–10:45 am Break with Exhibitors

10:45 am–12:15 pm Interactive Workshop Sessions

10:45 am–12:15 pm

Comprehensive Capital CampaignsThis session will discuss the $1.1 billion MD Anderson Cancer Center campaign. Topics to be covered are: early stage campaign planning, working with senior leaders and faculty to define funding opportunities, creating a volunteer board structure, leadership and major gifts, planned giving and direct mail, closing the campaign, and the year after (how to maintain momentum going forward).

PresentersPatrick B. Mulvey, CFREVice President for DevelopmentThe University of Texas MD Anderson Cancer

CenterHouston, TX

Maria GelurminiAssociate Vice President,

Development ServicesThe University of TexasMD Anderson Cancer CenterHouston, TX

Navigating the World of Health Care Philanthropy in a Changing Health Care LandscapeInteract with a panel of foundation and development office leaders from academic medical centers, as well as community hospitals and large health systems, as expertise is shared on how to be successful as both a fundraiser and an organizational leader in a changing health care industry.

ModeratorFlynn A. Andrizzi, Ph.D.PresidentHoag Hospital FoundationNewport Beach, CA

PresentersArthur J. Ochoa, Esq.Senior Vice President, Community Relations

& DevelopmentCedars-Sinai Med CenterLos Angeles, CA

John N. Ferree, Jr.PresidentScottsdale Healthcare FoundationScottsdale, AZ

Sandy L. Ogletree, CFREExecutive DirectorUniversity Medical Center Health System

FoundationLubbock, TX

William S. LittlejohnCEO and Senior Vice PresidentSharp HealthCare FoundationSan Diego, CA

How to Inspire and Steward Transformational GiftsThis panel discussion will focus on how a “transformational gift—a gift of a lifetime—is inspired, achieved and stewarded. Hear from three outstanding, long-time chief development officers on their personal experiences soliciting and achieving gifts of $50 million. Learn the panel’s thoughts on how to remain donor-focused before, during and after the gift is given.

PresentersDavid Krause, FAHP, CFREPresident & CEOParkland FoundationDallas, TX

Claudia Looney, FAHP, CFREClaudia & James Looney Fundraising Consulting,

LLCCowan Heights, CA

Michael FrickePresidentChildren’s Medical Center FoundationDallas, TX

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Conference ScheduleThursday, June 20 continued

12:15 pm–1:30 pm Roundtable Luncheon

1:30 pm–2:00 pm Dessert with Exhibitors

2:00 pm–3:00 pm Concurrent Education Sessions

2:00 pm–3:00 pm

“I Now Pronounce You...”Pre and Post Nuptial Considerations When Your Hospital Joins a Health SystemThe pace of hospital mergers is on the rise again and much like a marriage, a merger can bring big changes in identity, planning, daily operations and public perception. Development staff working in hospitals or associated foundations that are part of a health system frequently must function in a more complex environment than freestanding hospitals. This session will explore what development staff needs to know and how to prepare for working in a health system development program.

PresenterJames DeLauro, Ph.D.PrincipalDeLauro & Associates ConsultingSan Diego, CA

From “Hello” to a ConnectionFour Secrets to Engage Physicians in Grateful Patient GivingAdvance the most critical component of your health care philanthropy program by learning the secrets to high-impact, trust-building conversations with physicians who will open doors to influential, affluent patients. This fun, step-by-step, copyrighted workshop demonstrates how to effortlessly build rapport, develop trust and actively steward key doctors to help raise major gifts.

PresentersMarshall HowardPresidentMarshall Howard & AssociatesBell Canyon, CA

Robert D. OlsonMarshall Howard & AssociatesAlexandria, VA

This is Not Your Grandmother’s Employee Giving CampaignA Case Study in Innovation and EngagementIt’s time to ditch the tired employee giving campaign formula and deliver a robust, employee-focused campaign that ignites passion, inspires giving and creatively builds a renewed culture of philanthropy at your health care institution. This workshop will present how Integris Health Foundations researched, planned and executed an inaugural system-wide employee campaign in less than six months and welcomed more than 900 first-time donors. Tap into innovative methods for branding, marketing, messaging, stewardship and strategic alignment of employee passions and system priorities.

PresentersBecky EndicottDirector of Annual GivingIntegris Health FoundationsOklahoma City, OK

Jonathan McCoyAssistant Director of Annual GivingIntegris Health FoundationsOklahoma City, OK

Feeding the PipelineThe major gift pipeline is an ongoing topic of discussion. How do we fill it? Who goes in it? How do we know they are the right people? When is it full? This workshop will focus on addressing these questions and discuss ways to create a productive, full major donor pipeline using lean management methodology to develop the processes and measure effectiveness.

PresenterJeanne JachimSenior Director of DevelopmentVirginia Mason Medical Center

FoundationSeattle, WA

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Conference ScheduleThursday, June 20 continued

3:30 pm–4:30 pm Concurrent Education Sessions

3:30 pm–4:30 pm

Concierge Services ProgramsFacilitated Access for DonorsDevelopment of a formal facilitated access program with dedicated staff can significantly benefit fund development operations. This workshop will provide overviews from both an academic medical center and a community hospital regarding development and operation of successful concierge services programs. Successes, challenges and goals for future program growth will be shared.

PresentersMoira K. Gibbons, MSN, Esq.Associate Director, Patient & Guest

RelationsCommunity Relations &

DevelopmentCedars-Sinai Medical CenterLos Angeles, CA

Susana Ertac, MSN, APRN-BCDirector Benefactor ProgramHoag Hospital FoundationNewport Beach, CA

Physicians and Fundraising DisconnectsThis workshop is for hospital and health system development professionals who work with physicians and other health professionals in the fundraising process for grateful patients and families. Gain an understanding of how physicians think and the life experiences and training that drive their behavior. Learn how to leverage this knowledge to build more productive, trust-based working relationships with physicians and other health care professionals. Real world experiences at the University of California, San Diego and John Muir Health will be used to show how to create philanthropic buy-in among physicians and other health professionals.

PresenterBen GoldingSenior AssociateAdvancement Resources, LLCCedar Rapids, IA

Academic FundraisingWhat You Can Apply to Hospital FundraisingA fundraiser moving from academia to health care has become a regular occurrence. This workshop will explore what can be learned from the long-standing history of higher education fundraising, and discuss how to apply its history to improve what we do. Review the structure of fundraising in higher education, similarities and differences in constituencies (both internal and external), and how to utilize the skills and knowledge acquired in higher education to maximize fundraising success in health care.

PresentersSusan C. Dolbert, Ph.D.Vice President for DevelopmentFred Hutchinson Cancer Research

CenterMercer Island, WA

Kenya BeckmannVice President Development &

CampaignsHoag Hospital FoundationNewport Beach, CA

Leading Trends in Grateful Patient AcquisitionAs a health care provider, you touch people’s lives every day. Some patients pass through your doors quickly, while others have much deeper relationships with staff members. That is why when you reach out to prospective donors, you need to do so in a highly personalized, thoughtful way. In this workshop, learn how a donor-centered, personalized approach can help achieve the highest possible return on investment from a campaign and build a sustainable donor base.

PresenterKurt WorrellSenior Vice President, Client &

Consumer SalesHarris Connect LLCChesapeake, VA

4:30 pm–5:30 pm Recognition, Power, & Influence with Bill Littlejohn & Bill McGinly, Ph.D., CAE

6:00 pm Networking Reception at Pacific Life Building (see page 12 for more details)

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Conference ScheduleFriday, June 218:00 am–11:45 am Registration

8:30 am–9:30 am Ignite Sessions Breakfast

8:30 am–12:00 pm Executive Forum

9:30 am–10:30 am Concurrent Education Sessions

9:30 am–10:30 am

The Intersection of Philanthropy, Marketing and Business DevelopmentHow to Avoid a Major Crash!Philanthropy, marketing and business development often converge due to the focus on the same or overlapping external constituencies. It is rare that a single executive is responsible for all three of these functions within most health care organizations, so coordination, cooperation and collaboration become essential for organizational success. Even when one executive manages these functions, differences in experience, perceived strategy and goals can undermine plans for advancing the strategic goals for the organization in developing key relationships. This workshop will focus on scenarios and techniques for establishing productive working relationships between the functions of philanthropy, marketing and business development in health care. Successful and unsuccessful models will be shared.

PresentersThomas J. Sloan, CFRE, FACHEDirector of PhilanthropyScott & White Healthcare FoundationRound Rock, TX

James McL. DaleVice President of DevelopmentPomona Valley Hospital Medical

Center FoundationPomona, CA

Taking it Beyond the RelationshipMaximizing Major Gift SuccessHow well do you really know your donors? This interactive workshop for major gift officers will help you identify donor needs and communicate a value-centered message to solve those needs. Move beyond just having a great relationship to being able to connect the hospital solution to the donor need, and achieve maximum results. Focus will be on awareness and skills to shorten the gift-giving cycle.

PresentersJulie Holt, CFREVice President PhilanthropySt. Joseph HealthOrange, CA

Jennie Dillon, MS RDConsultantDillon ConsultingRancho Santa Margarita, CA

The First 100 DaysA Roadmap for New LeadershipTransitioning into a new role as chief executive officer or executive director requires not only extensive skills and experience, but also requires the organization you are joining to demonstrate a level of “new leadership” readiness. Learn the top five things you need to determine prior to signing your employment letter, what the organization needs to have in place and what 10 things you need to accomplish within the first 100 days of leadership in your new role.

PresenterVeronica Carroll, MBA, CFREExecutive DirectorDelta Hospital FoundationDelta, BC

Gift Planning for Everyone ElseOptions for Nontraditional DonorsClients and donors today are not necessarily the typical 77-year-old married couple. This workshop will discuss planning options for same sex couples, those in the sandwich generation and long-term unmarried prospects. Explore creative ways to use required minimum distributions, life insurance, deferred gift annuities, wills and trusts. Also, identify often overlooked tools that will fill in planning gaps.

PresenterKevin PickettSenior Director of DevelopmentThe University of Texas MD

Anderson Cancer CenterDevelopment OfficerHouston, TX

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Conference ScheduleFriday, June 21 continued

10:30 am–10:45 am Break

10:45 am–11:45 am Concurrent Education Sessions

10:45 am–11:45 am

Understanding the New HIPAA RulesDiscover What’s New and What’s the Same with U.S. Privacy Regulation and How to Achieve Fundraising SuccessIn January, the Department of Health and Human Services modified the U.S. Health Insurance Portability and Accountability Act (HIPAA) regulations including rules for fundraising. Make sure you are up to date on exactly what is covered, including changes to the Notice of Privacy Practices, protected health information (PHI) and the Minimum Necessary Standard, opt-out provisions, filtering data, and vendor and business associate agreements. The workshop will also address effective and compliance dates for the modifications.

PresenterWilliam C. McGinly, Ph.D., CAEPresident, CEOAssociation for Healthcare PhilanthropyFalls Church, VA

Advancing Philanthropy TogetherThis workshop will present a comprehensive case study approach of how Mercy Health used its community master plan initiatives in four states to instill a culture of philanthropy, raise awareness and drive the most aggressive system-wide fundraising campaign in Mercy’s nearly 200-year history. Presenters will review key components needed to effectively build a culture of philanthropy including case for support and funding priorities, leadership, prospects and infrastructure. Hear details on how Mercy responded to the components by developing a strategically focused major gifts program. And learn the manner in which leadership should approach philanthropy and its impact and importance to a health system’s well-being.

PresentersMichelle Buchanan, CFREPartnerDini PartnersHouston, TX

Patricia Arnold, CFREPresidentSt. John’s Mercy FoundationSaint Louis, MO

Taxes and GivingWhat You Need to Know About Tax Changes in 2013On New Year’s Day, Congress passed the American Taxpayer Relief Act (ATRA) to avoid the ‘fiscal cliff’. “ObamaCare” brings other tax changes. The charitable deduction continues to be under the microscope. This session will identify and explain the changes related to philanthropy, how they impact your donors, and the implications for giving.

PresenterAlison O’CarrollSenior ConsultantPG CalcSeattle, WA

11:45 am Conclusion of Conference

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The New Era in Health Care Philanthropy: Regional BreakfastsThursday, June 20, 8:00 am–9:00 amNetwork with colleagues from your region and hear AHP leadership share information about trends in health care philanthropy over breakfast.

Recognition, Power & Influence—How we got it!Thursday, June 20, 4:30 pm–5:30 pmAHP Chair Bill Littlejohn, chief executive officer and senior vice president of Sharp HealthCare Foundation, and AHP President Bill McGinly discuss how they have achieved success and recognition from their health care organization’s CEOs, CFOs and boards. Discover the seven measures of success that every fundraiser in health care must know, including the use of performance metrics and dashboards and how to leverage your leadership, including physicians. It is important not only to survive, but also to thrive in this changing environment. Be a part of the change and make a positive impact on your career, organization and industry.

William S. LittlejohnCEO and Senior Vice

PresidentSharp HealthCare FoundationSan Diego, CA

William C. McGinly, Ph.D., CAEPresident, CEOAssociation for Healthcare

PhilanthropyFalls Church, VA

Ignite Sessions BreakfastFriday, June 21, 8:30 am–9:30 amLooking for ideas and solutions? Join your peers for breakfast in an engaging exchange around a significant health care fundraising topic. Sign up at the registration desk to participate in a discussion group that best suits your interests and needs. Information on topics and facilitators will be available onsite at the conference.

General Sessions and Networking Newcomer’s ReceptionWednesday, June 19, 5:00–5:30 pmIs this your first time attending the AHP Pacific and AHP Rockies & Southwest Regional Conference? Are you a new member? This reception rolls out the official welcome mat for you. Be sure to attend this casual gathering for an opportunity to meet colleagues, learn about AHP and receive tips for getting the most out of the conference. All are welcome!

Opening Reception with ExhibitorsWednesday, June 19, 5:30 pm–7:00 pmJump-start your conference experience at our opening reception in the Exhibit Hall. Eat, drink and mingle with old and new friends, and learn about the latest products and services from exhibitors.

Executive ForumFriday, June 21, 8:30 am–12:00 pm

For senior development professionals with 10 plus years’ experienceThe executive forum is a half-day workshop that allows senior professionals to have in-depth discussions on topics that specifically applies to them including: CEO/Board Relations, Managing Mergers and Creating and Maintaining a Culture of Philanthropy. Facilitators will help lead and direct the discussion.

Participants:The Executive Forum is designed for senior professionals with 10-plus years in executive leadership roles. Participants should be foundation presidents or executive directors, chief development officers or the equivalent. The forum will function like a workshop and run concurrently with the track session times on Friday Morning . The forum is free, however, you must pre-register by Friday, June 14th for the forum in order to participate. Please check the forum option on the registration form if you plan to attend.

Networking Reception at Pacific Life BuildingThursday, June 20, 6:00 pmJoin colleagues for a networking reception on the veranda of the Pacific Life building, overlooking the beautiful Newport Harbor and Pacific Ocean, before heading out for an evening of fun in beautiful Newport Beach. Tickets are $20 and should be purchased in advance online or using the paper registration form.

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Welcome to Newport Beach! Newport Beach, California is home to a large variety of Orange County’s iconic sporting, arts, culture, community and culinary events throughout the year. Newport Beach’s beaches and idyllic California coastline play host to events such as the annual Newport Beach Sandcastle Competition, the Newport Beach Film Festival and a Taste of Newport. These events draw large crowds as arts, professional golf and culinary fans descend on the city.

Plan ahead to enjoy all the city has to offer. Visit http://www.visitnewportbeach.com to review, restaurants, attractions, and even download the free app to your smartphone and keep track of what you want to do and see while in town.

Hotel & Travel InformationNewport Beach Marriott Hotel and SpaDiscover unparalleled beauty and relaxing luxury at the Newport Beach Marriott Hotel and Spa. Retreat to this Newport Beach hotel’s elegant accommodations and enjoy sweeping Pacific views, vibrant decor and plush furnishings. After a day in meetings or sightseeing, guests can escape to the tranquility of Pure Blu, our Newport Beach hotel’s all-new spa, which soothes the soul with innovative therapies, a saltwater lap pool, private cabanas, and a state-of-the-art fitness center. Nearby, there is championship golf, colorful attractions and world-class shopping.

The hotel is located at 900 Newport Center Drive, Newport Beach, California. Additional information is available online at www.marriott.com.

Hotel ReservationsThe Newport Beach Marriott Hotel and Spa is offering AHP conference attendees a special rate of $169 for single/double occupancy, which includes complimentary wireless internet in the sleeping room, plus applicable taxes. Call the hotel at

1-866-440-3375 to make your room reservations and be sure to identify yourself as an Association for Healthcare Philanthropy (AHP) conference attendee. The hotel rate cut-off date is Friday, May 24, 2013. Reservations made after this date will be on a space-and-rate available basis. Please remember that there are limited rooms available at the discounted rate. Make your reservation early to avoid disappointment. AHP cannot guarantee that rooms will be available once the reserved block of rooms is taken. The hotel check-in time is 4:00 pm and check-out is 12:00 pm.

Conference AttireThe conference attire is business casual. Consider bringing a jacket or light sweater since temperatures can fluctuate in the air-conditioned meeting rooms.

Newport Beach WeatherThe average day temperature in June is 69°F and in the evenings is 57°F.

Airport InformationThere are multiple airports servicing the Newport Beach area. The closest is John Wayne Airport-Orange County (SNA), which is only five miles away and has a one-way cab fare around $15. Other nearby airports include Long Beach Airport (LGB), 25 miles away with an estimated $80 one-way cab fare, and Los Angeles International Airport (LAX), 44 miles away with an estimated $150 one-way cab fare. For additional travel options including hired cars, rental cars and shared vans, please visit the appropriate airport’s website.

Hotel ParkingOnsite parking is available for $5 per hour and $21 per day (self-park) and $28 per day (valet service). Conference attendees staying at the hotel will receive a special discounted parking rate of $10 per day.

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Registration InformationThank you for your interest in attending the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference. If you have any questions about the registration process or options, please contact AHP at 703.532.6243 or via email at [email protected]. The most up-to-date conference information is online at www.ahp.org/newportbeach2013.

Please see page 13 for information about hotel and travel.

Full or Single-Day RegistrationsGet the most out of this educational opportunity with a full conference registration. If you can only make it for one day, a single-day registration option is also available.

• Full conference registration—includes all educational sessions, the opening reception, breakfast and luncheon on Thursday, and continental breakfast on Friday.

• Single-day registration—includes the educational sessions and scheduled meals for the selected day only. Tickets for meals on other days may be purchased separately.

Pre-Conference WorkshopsYou may also choose to attend one of two all-day pre-conference workshops, “AHP Development Primer” or “AHP Advanced Course in Fundraising” The pre-conference workshops require a separate registration fee, which is not included in the full conference registration fee.

Early Registration DiscountSave $60 when you register for this conference by the early registration deadline! Your registration and payment must be postmarked or received online by Friday, May 10, 2013. Mailed or faxed registrations cannot be processed without payment.

Executive DiscountTo encourage hospital executives and board members to attend AHP conferences with their development staff, AHP offers an executive discount. The CEO, president or executive director of a hospital (not foundation), or a hospital trustee or volunteer, may attend this conference with an AHP member from the same organization at the AHP member rate. (Note: This offer is not available to development staff. Please fax or mail the registration form to receive the executive discount.)

Registration Fees • Development Professional Registration—The lowest registration fees are available to development professionals who are actively working for a hospital, hospice, foundation or other health care development organization. These fees are not available to consultants.

• Consultant Registration (non-exhibiting)—These fees are for consultants and vendors who will attend the conference, but will not be exhibiting. Individuals or organizations paying this fee may not display marketing materials or job postings at the conference. The fee includes registration for one person, one set of meals, name listing in the conference attendee list and one onsite registration list.

• Exhibitor Registration—Exhibiting organizations do not need to submit the attached registration form. To exhibit at this conference, please download an exhibitor registration form at www.ahp.org/exhibitadvertise or call 703.532.6243. Also inquire about conference sponsorship and advertising opportunities.

CancellationsAll cancellation requests must be submitted in writing to [email protected] by June 7, 2013. AHP will refund your payment less an administrative fee ($50 for full registrants; $25 for single day registrants and pre-conference workshops). No refunds will be made after June 7, 2013.

Confirmation InformationYou will receive a confirmation letter and other helpful information after we receive your registration payment. You will also receive an email one week prior to the conference with reminders and information. An exhibitor and room location guide will be available onsite.

HandoutsSession materials submitted by conference speakers will be available for downloading from the AHP website beginning June 14, 2013.

Guest TicketsGuest meal tickets are available for the opening reception and other scheduled meal events. Tickets for guests may be purchased before the conference or onsite at the registration desk.

MiscellaneousPhotographs and video are taken during the conference and may be used in AHP’s future promotional materials and/or on our website. If you do not want your image used, please contact AHP.

Registration for the 2013 AHP Pacific and AHP Rockies & Southwest Regional Conference

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Registration NotesPlease check here if:

You require special assistance or have special dietary needs. Please email information to [email protected].

You are a first-time attendee to this conference or a new member of AHP.

You are a hospital executive attending with an AHP member and qualify for the executive discount. (See page 14 for criteria.) Please list the name of the member with whom you will be attending:

_____________________________________________________________

How did you hear about this event?Please check one:

Mail Email Colleague Website

Social networking site Other/Source Code _____________________

Payment Method My check is attached, made payable to the Association for Healthcare

Philanthropy. (U.S. funds only.)

Please charge my: VISA MASTERCARD AMEX

Total amount due:

Name (as it appears on card)

Card number

Expiration date CVC security code

Signature

Registration forms will not be processed without payment. To mail, fax or email a scanned copy of your registration, send this form and payment information to:

Association for Healthcare Philanthropy 313 Park Ave., Suite 400 Falls Church, VA 22046 Fax: 703.532.7170 Email: [email protected] Phone: 703.532.6243

All cancellation requests must be submitted to [email protected] by Friday, June 7, 2013. No refunds will be made after June 7, 2013.

Registration FeesEarly Registration postmarked by 5/10/13

Regular Registrationpostmarked after 5/10/13

Pre-Conference WorkshopsAHP Development Primer • Wednesday, June 19AHP member $295 $345Non-member $395 $445AHP Advanced Course • Wednesday, June 19AHP member $375 $425Non-member $475 $525Development Professional Registration Full Conference: Wednesday, June 19 thru Friday, June 21AHP member $435 $495Non-member $535 $595Single Day: Thursday, June 20 or Friday, June 21AHP member $250 $320Non-member $350 $420

Consultant Registration (Non-Exhibiting)Full Conference: Wednesday, June 19 thru Friday, June 21AHP member $525 $595Non-member $625 $695Single Day: Thursday, June 20 or Friday, June 21AHP member $350 $425Non-member $450 $525* The prices above are for consultants and vendors attending the conference, but not exhibiting. See page 14 for full explanation of policy.

Special Event FeesOptional Networking Event: Networking Reception at Pacific Life Building (Thursday, June 20)

Adult $20 # of tickets: _______

Limited availability. Tickets must be purchased in advance and are non-refundable. Reservation deadline for optional special events is June 7.

June 19–21, 2013 Register online! www.ahp.org/newportbeach2013

Optional Executive Forum Friday, June 21, 8:30 am–12:00 pm

The forum runs concurrently with the other educational session on Friday morning but functions like a workshop. You must have 10-plus years in an executive leadership position to attend the forum.

Association for Healthcare Philanthropy 313 Park Avenue, Suite 400 Falls Church, VA 22046

www.ahp.org

Amplify your impact!

2013 AHP Pacific and AHP Rockies & Southwest Conference

June 19–21 Newport Beach, CA

Newport Beach

Marriott Hotel & Spa

Register Today!

www.ahp.org/newportbeach2013

Save $60Register by May 10!

Presorted StandardUS Postage

P A I DPermit #519Dulles, VA

Documents

2013 AHP Pacific and Rockies and Southwest Conference Brochure