Join us in Nashville for our CFO Executive Summit on Monday, October 14. This exclusive event for CFOs and executive leaders in the social good space provides a valuable opportunity to network with other visionaries, hear from experts about the latest trends and innovations that matter to your role, and discover how to drive more impact for your organization.
Executive Summit attendees will receive a complimentary pass to attend Day 1 of bbcon 2019 which includes opening remarks and keynote session, industry super session, breakout sessions, and our evening celebration event. For those looking for a full conference experience, we also have special pricing available for you to attend the entire conference.


This is preliminary agenda for the Executive Summit and is subject to change.  Full bbcon conference agenda at a glance is available here.
8:30 a.m.
9:00–9:30 a.m.
Welcome & Opening Remarks (all Executive Summit Attendees)
9:45–10:30 a.m.

Session 1 | CFO Strategies for Adapting to Giving Trends

The fundraising landscape is changing, so how can a CFO help an organization navigate that change?

Rick Dunham, Chair of the Giving USA Foundation, will provide insight into the changing landscape in philanthropy using data from a variety of current studies, including Giving USA 2019. He will be addressing the trends in fundraising and philanthropy that could impact your organization. In addition, he will give insight into how CFOs can support the organization’s development efforts.

Rick Dunham first served nonprofits through fundraising and organizational development nearly 40 years ago. He worked in nonprofit management and leadership for more than a decade before using his passion and expertise as a consultant. All of this culminated with the founding of Dunham+Company in 2002. Since then, Rick has led Dunham+Company to become a global leader in helping nonprofits create and execute fully integrated fundraising and marketing strategies. With dozens of clients on four continents, Dunham+Company now has the opportunity to share their skills with the top organizations around the world. Rick holds a BA from Biola University and a ThM from Dallas Theological Seminary. He currently serves on the board of The Giving Institute and is Chair of the Board of the Giving USA Foundation, the publisher of the most widely respected report on giving in the USA. Rick also advocates for charitable organizations through his work with The Giving Coalition.

10:30–10:45 a.m.
Morning Break
10:45–11:30 a.m.

Session 2 | Accountable Impact Study Results: Benchmarks for Optimizing Stewardship and Outcomes Performance

Blackbaud has just completed a landmark survey on the accountable impact of more than 1,000 social good organizations. What is accountable impact? As we enter an era where directing philanthropic giving becomes an increasingly data-driven exercise, the ability to quantify organizational impact will be the key differentiator for nonprofits to attract investment. The most successful funding appeals will be those that not only define targeted outcomes, but those that demonstrate the organizational ability to efficiently achieve them. This is accountable impact. It’s the future of philanthropy in the age of big data. Angela Rockwell and Adam Bluemner will share the data collected and some of the conclusions from that data.  

Angela Rockwell | With a lifelong passion for writing and dreams of creating positive change, Angela joined Blackbaud in 2016 as a content marketer. Since then, she has published numerous articles focused on critical issues in financial management and grantmaking facing the social and public sectors. Prior to joining Blackbaud, Angela had the privilege of serving as the general manager of F.A.R.M. Cafe—a grassroots, pay-what-you-can nonprofit restaurant located in Boone, North Carolina—where she worked alongside fellow staff and volunteers to provide nutritious food to community members regardless of their ability to pay. Angela holds a Bachelor of Science in Sustainable Development from Appalachian State University with a concentration in Community, Regional, and Global Development.

Adam Bluemner Bio| Adam Bluemner has spent the last 15 years helping organizations improve overall performance via technological empowerment.  In his career, Adam has lead a team of software selection consultants, written extensively on optimizing software purchase decisions, and worked to accelerate adoption of today's leading efficiency-building accounting technologies.  Since joining Blackbaud in 2017, Adam has focused on the challenge of building awareness among leaders in the social good sector about how software can multiply mission impact via improved financial stewardship and data-driven decision-making.          

11:30 a.m.–1:00 p.m.
Lunch & Roundtable Discussions (all Executive Summit attendees)
1:00–1:45 p.m.

Session 3 | The CFO’s Role in Measuring and Reporting Programmatic Impact

Director of documentary films such as Failing Forward and Saving Philanthropy, Kate Robinson will discuss how grant funders need to work with nonprofits to assess whether the programs they have in place today are working and if they are NOT working, how the nonprofit and the funder need to work together to make programmatic changes so the nonprofit can deliver the outcomes they seek. She will speak specifically to how the CFO can help define and drive the right data to collect to measure the impact of programs as well as the efficiency with which program outcomes are delivered.

Kate Robinson, MFA, Executive Producer, is the executive producer of the documentary, Saving Philanthropy. She is a skilled speaker and strategist specializing in evaluation-planning and organizational learning. She is the former Director of Strategic Initiatives for Social Solutions Global, Inc. where she led a national advisory board of high-performing non-profit organizations and conducted extensive research on evaluation strategies. She is also the former Executive Director of Consumer Health Coalition where she helped coordinate a campaign to increase the accessibility and effectiveness of Medicaid waiver programs.

1:45–2:30 p.m.

Session 4 | Robotic Process Automation in the Nonprofit Finance Office

Now that technology can easily support and automate tasks that were previously manual, the finance staff is freed up to do more value-add activities. However, to get there you have to document all your processes and identify which ones are the most valuable to automate. Value can be either time saved OR reducing risk, learn from a peer that drove such an effort within her own organization.

Louis Stratton | Joined Blackbaud in 2017 with more than 26 years experience helping organizations increase their cash flow, fundraising, and improving systems and processes. Prior to Blackbaud, Louis held leadership positions at Meador Stratton LLP and Porte Brown, participated in the Indiana CPA Society Board of Directors and Leadership Cabinet, and served as an Adjunct Professor in the Graduate School at Olivet Nazarene University.

2:30–2:45 p.m.
Afternoon Break
2:45–3:30 p.m.

Session 5 | So your Development Department Wants to Offer Donor Advised Funds: Advice for the CFO

Donor advised funds are growing at an exponential rate. While many of your organizations have likely received donations through a donor advised funds, have you ever considered offering them as a philanthropic vehicle to your donors? The CFO should be a trusted partner is the discussion of a new offering. What do you need to know about the risks, compliance requirements and financial management of donor advised funds? Brad Caswell was the COO of Vanguard’s Charitable Gift Fund, and Ben Pierce was the CEO. Together they helped build the fund to what it is today before retiring and co- founding Acadiasquam. Together they have 20 years of experience managing and growing donor advised programs and will address everything from gifts of complex assets to compliance requirements around getting grant checks out the door.

Brad Caswell, Acadiasquam, Founder | Brad Caswell loves teaching and problem-solving. He has spent the past 12 years as the COO of Vanguard Charitable, a large national donor-advised fund. His engaged and talented teams managed a wide variety of activities, from assisting donors with asset contributions to completing grantee organization due diligence within IRS regulations and norms, resulting in regularly issuing more than 10,000 grants in a single month. Before joining Vanguard Charitable, he worked with nonprofits to think creatively about accepting alternative contributions while continuing to keep risk and liability at top of mind

Benjamin Pierce, Acadiasquam, Founder | Ben Pierce is a proven philanthropic leader with executive level experience at several charities, in growing organizations, teams and individuals. Competencies include leadership, management, strategy, governance, finance, human resources, investments, and fund-raising. He believes in creating a positive, supportive organizational culture that includes the Board, executive team, staff, advisors, donors and volunteers. A recognized national leader and speaker on donor-advised funds for over twenty years he tells the inside story on how DAFs work, how they vary, and how they can increase giving for all.

3:30–4:30 p.m.

Session 6 | Account Impact Study Panel Discussion: Driving Stewardship and Outcomes Change

Presenter/Panelists:   John Cashman, Tony Boor
5:00–7:00 p.m.
Networking Reception (all Executive Summit attendees and Blackbaud Executive Leadership Team)
With your Executive Summit pass, you're able to attend Day 1 of bbcon 2019 at no cost. You also have the option to experience the full bbcon agenda at discounted price. See special pricing below for more details.
Pass Type
CFO Executive Summit (includes complimentary pass to Day 1 of bbcon 2019)
CFO Executive Summit + full conference pass to bbcon 2019 (all days)


A block of rooms is reserved at the Gaylord Opryland Resort & Convention Center, 2800 Opryland Dr, Nashville, TN 37214 with rates starting at $245 per night.
Contact the bbcon 2019 Hotel Reservation Office with questions:
Toll free – 800-860-5398
Phone – 703-770-3916
Fax – 703-205-0235

Alert – Hotel Scams on The Rise

Please be aware of potential scam artists posing as hotel resellers or wholesalers. Reservations made by these unaffiliated organizations may falsely appear to be sanctioned by Blackbaud and purport to have artificially lower rates. In reality, these organizations have no relationship with the hotels and no rooms to sell. Expovision is the Official Hotel Reservation Provider for bbcon. Blackbaud can only guarantee the authenticity of hotel reservations booked through Expovision.

Hotel Cancellation Policy

All reservation names, date changes and cancellations must be received by the bbcon 2019 Hotel Reservation Office by September 13, 2019. Deposits are refundable if canceled prior to September 13, 2019 and hotel availability may be limited after this date. Cancellations should be completed online or submitted via email or fax to the Hotel Reservation Office.