Agenda
The Playbook’s agenda is designed for maximum impact in a single day. Instead of endless panels, you’ll experience a curated flow of workshops, case studies, and interactive sessions that guide you step-by-step through building stronger corporate partnerships.
Tactical, Not Theoretical
Attendees leave with plug-and-play playbooks, not just notes.
Dual Perspective
Each session pairs an agency expert (strategy) with a practitioner (real-world proof).
10
Experts
5
Workshops
250
Peers
1
Actionable Playbook
8:30 - 9:00am - Networking Breakfast
Network with 250 of your peers over Texas-themed breakfast
9:00 - 11:00am - Workshop 1: Building Your Strategic Plan
Establish the foundation for sustainable corporate partnerships through comprehensive strategic planning and market analysis.
Deliverable: Strategic Plan Canvas + 12-month pipeline starter
11:15am - 1:15pm - Workshop 2: Structuring Your Team
Build the right team structure and alignment to execute your strategic fundraising plan effectively.
Deliverable: Team Structure Framework + Individual / Team Goal-setting, Sample Job Descriptions
1:15 - 2:15 - Lunch
2:15 - 4:15pm - Workshop 3: Business Development (Positioning, Prospecting, Closing)
Master the art and science of identifying, engaging, and securing corporate partnerships through systematic business development
processes.
Deliverable: Prospect Segmentation Matrix + Outreach Cadence Template + Negotiation Checklist
4:30 - 6:30pm - Workshop 4: Partnership Management (Stewardship, Renewal, Risk)
Transform one-time partnerships into lasting relationships through strategic stewardship, proactive renewal management, and
comprehensive risk mitigation.
Deliverable: Stewardship Calendar, Renewal Dashboard, Risk Mitigation Checklist
6:30 - 7:00pm - Closing Keynote
DAY 2 - BONUS WORKSHOP - Workshop 5: Using Tech & AI to Power Your Playbook
You’ve built your Corporate Fundraising Playbook—now it’s time to put it into action. In this workshop, you’ll learn how to harness technology, automation, and AI to turn strategy into scalable results.
We’ll show you how to streamline prospect research, personalize outreach, and strengthen stewardship using smart tools that save time while deepening corporate relationships. Through hands-on exercises, you’ll build AI-powered resources that help you pitch faster, close with confidence, and measure ROI in ways that resonate with your partners.
Deliverables:
Corporate Outreach Generator - A simple AI-powered tool (using prompts + templates) that creates customized pitch emails, sponsorship proposals, or stewardship notes based on the partner’s industry, giving history, and cause fit.
Prospect Research Briefs - Use AI to quickly synthesize public data (CSR reports, press releases, news) into one-page partner profiles with key insights: corporate priorities, decision-makers, past giving, and alignment to your programs.
Objection Buster Library - A dynamic AI prompt that helps fundraisers role-play or prepare responses to the most common corporate pushbacks (“We don’t have budget,” “We already support another children’s charity,” “Show me the ROI”).
An AI Prompt Pack with ready-to-use scripts for partner outreach, objection handling, and storytelling.
From opening insights on industry trends to hands-on exercises that produce a ready-to-use fundraising playbook, every session is focused on practical application and real results.