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Fri, May 15


Online Video Conference

The Roundtable: Your Foundation for Longterm Success in Advancement (Session #1)

Join The Roundtable. This is a year long monthly deep dive into the most critical topics in advancement is being offered at no charge during these uncertain times. Meeting dates: 5/15, 6/12, 7/17, 8/14, 9/18, 10/23, 11/13, 1/15, 2/5, 3/12, 4/12. Two sessions per day, 9-10:30 and 1:00-2:30.

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 (Session #1)

Time & Location

May 15, 2020, 9:00 AM – 10:30 AM PDT

Online Video Conference , Zoom Meeting ID: 953 181 3168

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. You can enroll in each session separately or enroll in the whole course. 

Each session will focus on a critical topic.  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. During the unknowns of the year ahead, The Roundtable will provide steady support as you navigate this new normal.

Over the Year Topics will include:

  • Setting Goals During Uncertain Times 
  •  Finance 101
  •  Is it Still OK to Make the "Ask"? If so, How?
  •  Designing a Realistic Approach to Planned Giving
  •  Planning "Events" that Matter
  •  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 preparing to closing out the 19-20 fiscal year and setting goals during the uncertainty we are facing for 20-21! It will be held from 9:00 am- 10:30 am PST. 

The second session will focus on creating an annual advancement plan for an uncertain year ahead. This session will be held from 1:00 pm - 2:30 pm PST. 

The dates for The Roundtable are: 5/15, 6/12, 7/17, 8/14, 9/18, 10/23, 11/13, 1/15, 2/5, 3/12, 4/12

Use the Zoom Meeting ID: 953 181 3168

Due to the unchartered territory that Covid-19 has presented, these sessions are being offered at no charge to participants. Please register 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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