Welcometo the IA Staff Summitabout

This year’s revamped program will be a phenomenal opportunity for growth individually and as a team. Our time together will include insights into industry best practices, opportunities to connect with your colleagues, and actionable advice to apply to your next campaign cycle. Our hope is that the Summit will leave you feeling inspired, connected with a talented network of peers, and ready to be better than ever.

AgendaIA Staff Summit Scheduleschedule

Agenda

time iconNovember 13, 2023 12:00

OU Check-In & Hospitality Luncheon

Test Location

12:00 PM

Provide guests an opportunity to check-in at OU registration and get lunch before sessions begin.

time iconNovember 13, 2023 12:45

Finding the Common Denominator: Connecting with Donors Who are Out of the Box

12:45 PM - 1:35 PM 

Senior Fundraisers

Mo Isenberg, NCSY Director of Strategic Partnerships

time iconNovember 13, 2023 12:45

The Development Flywheel

12:45 PM - 1:35 PM

Emerging Fundraisers

Paul Kaplan, IA Senior Development Officer

time iconNovember 13, 2023 13:35

Fundraising Summit Welcome 

1:35 PM - 1:45 PM

General Session

Maury Litwack, Managing Director of Public Affairs

time iconNovember 13, 2023 13:45

Fundraising Summit Framing

1:45 PM - 2:30 PM

Josh Gottesman, Chief Human Resource Officer

time iconNovember 13, 2023 14:30

Mincha

2:30 PM - 2:45 PM

time iconNovember 13, 2023 14:45

Email and Phone Break

2:45 PM - 3:00 PM

time iconNovember 13, 2023 15:00

Keynote: Discover How AI is Transforming Fundraising

3:00 PM - 4:05 PM

General Session

Josh Hirsch, M.S., Digital Marketing Manager for The Fund-Raising School 

time iconNovember 13, 2023 16:10

Why Legacy, and How to Get Started

4:10 PM - 5:05 PM

Senior Fundraisers

Arlene Schiff, Grinspoon Foundation

time iconNovember 13, 2023 16:10

From Novice to Ninja: Your Fundraising Adventure Begins Here

4:10 PM - 5:05 PM

Emerging Fundraisers

Pinny Rosenthal, OU-JLIC Director of Development

time iconNovember 13, 2023 17:05

Maariv (Rosh Chodesh)

5:05 PM - 5:25 PM

time iconNovember 13, 2023 17:25

Fundraiser’s Dilemma Dinner

5:25 PM - 6:25 PM

Listen to colleagues on a variety of challenges and help resolve together.

time iconNovember 13, 2023 19:30

Arcade & Laser Tag

7:30 PM - 9:30 PM

time iconOctober 11, 2026 00:00

Bonfire & Dessert

9:30 PM  - 10:30 PM

time iconNovember 14, 2023 07:30

Shacharit (Rosh Chodesh)

7:30 AM

time iconNovember 14, 2023 08:45

Breakfast

8:45 AM - 9:20 AM

With introductions from:

Davida Fried, Teach NYS Regional Director

Ruthie Hollander, Director of the Executive Fellowship

time iconNovember 14, 2023 09:30

Influential Messaging: Lead So Others Want to Follow

9:30 AM - 10:30 AM

Barbara Gottesman, BGCoaching & Consulting

time iconNovember 14, 2023 10:40

Senior Fundraisers Deep Dive into AI

10:40 AM - 11:25 AM

Senior Fundraisers

Josh Hirsch

time iconNovember 14, 2023 10:40

In the Moment

10:40 AM - 11:25 AM

Emerging Fundraisers

This session will touch on the moment of an ask and how to move forward with a yes or a no. 

Jeff Korbman, IA Acting Director

time iconNovember 14, 2023 11:35

Five Things You Must Know About Velocity But Don’t

11:35 AM - 12:30 PM

Senior Fundraisers

Laptop Required

Shelomo Dobkin, IT Director of Product Development

time iconNovember 14, 2023 11:35

Now What? The Art of Donor Stewardship

11:35 AM - 12:30 PM

Emerging Fundraisers

You have secured a gift, congratulations! Now you need to think about the cultivation of the donor for long-time success.

Sonya Budd, NCSY Canada Chief Philanthropy Officer

time iconNovember 14, 2023 12:30

Lunch

12:30 PM - 1:15 PM

time iconNovember 14, 2023 13:15

Mincha (Rosh Chodesh)

1:15 PM - 1:35 PM

time iconNovember 14, 2023 13:40

Professional Development Workshop: Physical Presence

1:40 PM - 2:30 PM

Shai Kopitnikoff, Assistant Director of Talent Development

time iconNovember 14, 2023 13:40

Meaningful Networking

1:40 PM - 2:30 PM

Two 25-minute sessions

To create meaningful engagement for OU staff to connect with each other on a variety of topics – this will be pre-set 1-1 meetings between OU professionals and will be included in a survey for IA staff to arrange. 

time iconNovember 13, 2023 14:40

Emerging Fundraisers: Group Session with Josh Hirsch

2:40 PM - 3:30 PM

Emerging Fundraisers

Josh Hirsch

time iconNovember 14, 2023 15:30

Email/Phone Break

3:30 PM - 3:45 PM

time iconOctober 20, 2026 00:00

Mensch Management

Hudson B

3:45 PM - 4:30 PM

Rabbi Dr. Josh Joseph, Executive Vice President & Chief Operating Officer

time iconNovember 14, 2023 16:45

'How To' at the OU: Engagement & OU Insights

4:45 PM - 6:25 PM

Learn How To:

- Get a Great Contract with OU Legal, Rachel Sims, Esq.

- Get the Word Out with OU MarCom, Rebecca Schwartz

- Run a Successful Upreaching, Khanan Abayev

- Run a Report with CRM, Shelomo Dobkin

- Post a Job with OU Human Resources, Tzuri Merzel 

time iconNovember 14, 2023 18:25

Dinner

6:25 PM - 7:30 PM

FAQFrequently Asked questions inquire


Yes! To get started, please fill out the registration form with some basic information: Here
The IA Staff Summit is taking place on November 13-15 at the Kartrite Resort in Monticello, NY (555 Resorts World Dr, Monticello, NY 12701). Our program will begin at 12pm on Monday, November 13th and conclude at 2:30pm on Wednesday, November 15th.
We will be arranging a shuttle from Newark Airport (EWR) to the hotel for those who are flying in on Monday morning. We will also have a shuttle back to the airport after the program concludes on Wednesday. Please reach out to Miriam Schloss (schlossm@ou.org) if you would like to participate.
Due to the significant logistics involved with planning this event, please be aware that departments will be charged a $1,000 cancelation fee for any cancelations after October 30th.

Contact Details

Hannah Farkas
Associate Director

Email: hannahf@ou.org

Phone: 212-613-8351

Miriam Schloss
Conference Coordinator

Email: schlossm@ou.org

Phone: 212-613-8330