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Fri, May 15


The Roundtable

The Roundtable: Your Foundation for Longterm Success in Advancement

If you're ready to master your skills in fundraising, Advancement management and strategic thinking, then join The Roundtable. This is a year long monthly deep dive into the most critical topics in advancement. Meeting dates: 5/15, 8/14, 9/18, 10/23, 11/13, 1/15, 2/5, 3/12, 4/12.

Registration is Currently Closed. Please contact us to be placed on the waitlist.
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The Roundtable: Your Foundation for Longterm Success in Advancement
The Roundtable: Your Foundation for Longterm Success in Advancement

Time & Location

May 15, 2020, 9:00 AM – 2:00 PM

The Roundtable , San Francisco, CA, USA


About the Event

Join The Roundtable, a year long masterclass in Advancement. Together with a cohort of peers, you will meet monthly and be immersed in a unique experience of learning and growth. 

Each session will focus on critical topics, which will collectively prepare you to be an effective Advancement leader. Whether you are the lead fundraiser in your organization, or new to this arena, The Roundtable will give you the tools and confidence for longterm sucess. The Roundtable is led by seasoned Advancement leader and Joy-Raising Founder Tesha McCord Poe who will be joined by inspiring guest speakers including trustees, donors, heads of school, non profit leaders and more. This interactive and inspiring experience is a valuable investment in your professional growth. You will learn from experts and peers and leave each session with actionable steps to implement to improve your results. 

Topics will include:

  •  Setting Goals That Matter
  •  Finance 101
  •  Perfecting the "Ask"
  •  Designing a Realistic Approach to Planned Giving
  •  Executing Impactful Events
  •  Using Technology for Better Results
  •  Tax Changes and DAFs
  •  Campaign Planning
  •  Creating an Inclusive Culture of Philanthropy
  •  And Many More


The first session of The Roundtable for FY20-21 will be held on May 15th and will focus on getting you ready to close out the 19-20 fiscal year and ready to launch a fantastic fundraising year for 20-21! You'll create an annual advancement plan, create a dashboard for your Board and create an approach for impactful annual reporting that will resonate with your community. 

The dates for The Roundtable are: 5/15, 8/14, 9/18, 10/23, 11/13, 1/15, 2/5, 3/12, 4/12

Tuition for The Roundtable is $5,000 for the year which can be paid online or by check. To register, please fill out the form. Should you have any follow up questions with regards to registration or The Roundtable, please contact:


  • The Roundtable

    Join us for a year full of learning and connection. We'll get you ready to go into the summer with confidence, ready for the start of a new fiscal year.

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