Roundtable Trainings

For over two decades Essex & Drake has brought development professionals and volunteers together to learn from the experts and one another at our Roundtable Trainings. Our seasoned presenters share effective fundraising strategies as well as insights on current trends in the ever-changing landscape of the social sector. There is no cost to attendees. Stay tuned for our Fall Series announcement.

2017 Spring Completed Educational Sessions

March 23 | Assuring a Successful Capital Campaign Presenter: Chuck Cole

During this presentation Chuck will review elements of a successful campaign from pre-planning to long-term donor stewardship. From this session, you’ll take away key insights that lay the foundation for a fruitful campaign.


April 6 | Get Your Board Members Excited About Fundraising Presenter: Chelsey Souza, CFRE

Learn techniques for launching or re-energizing a board involved fundraising program. We’ll review key tactics ranging from providing your board with the appropriate training to stewarding the volunteer relationship.


April 20 | Marketing that Builds and Deepens Relationships Presenter: Chuck Cole

In this session, you’ll learn marketing and communication techniques designed to foster relationships with your constituents. We’ll discuss proven strategies for a successful marketing program.


April 20 | Fundraising 101: An Introduction to Philanthropic Development Presenter: Chelsey Souza, CFRE

During this interactive presentation, attendees will be introduced to the fundamental principles of fundraising. Chelsey will share national statistics, review current giving trends, and discuss how to effectively build relationships with donors.


 April 27 | Using Social Media to Increase Your Donor Base Presenter: Kris Austin

Learn strategies for engaging new volunteers and donors. In this presentation, Kris will share effective techniques for using social media to garner new supporters for your organization.


April 27 | Move Your Mission Forward through Corporate Relations Presenter: Karen Spiro

In this session, Karen will share strategies for building synergistic relationships with your corporate sponsors that will grow your net proceeds. We’ll discuss how to leverage your organization’s unique brand to increase support for your programs and events.