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Giving Institute November Board Meetings PLEASE READ: NEW INSTRUCTIONS FOR REGISTRATION Per the July 2025 Board approved resolution, - One Voting Director (or designate if Voting Director is unable to attend) from each member current firm (as named by each firm) can register for the November and March meetings at no charge. Please use the code Voting25 at checkout.
- Additional registrants from the same member firm will be charged $500 per person to help cover hotel meeting space and food & beverage expenses incurred by the Giving Institute.
- All registrants that attend the offsite dinner event must purchase a ticket during the registration process. This event is currently being organized. We will communicate to all registrants when it is ready for purchase.
Hotel Update:
The discounted group rate at the Westin River North has now closed, but rooms may still be available at the hotel’s current rates. We encourage attendees to contact the hotel directly to check availability and book accommodations.
ScheduleThursday, November 6, 2025 |
7:30am - 8:30am
| Breakfast and Networking Location: Riverfront Room |
8:30am - 9:00am | Welcome Facilitators: Paul Koreen, GI Chair. Johnny Cooper, Cooper Coleman, & Matt Beem, Kinetic Location: Astor Ballroom |
9:00am - 9:45am | Keynote: AI: Curiosity Code: Building a Culture of Curiosity to Thrive in the AI Era Facilitator: Nathan Chappell, Virtuous
Location: Astor Ballroom |
9:45am - 10:30am
| Panel: How GI Members are Using AI Facilitators: Dr. Gloria Chance, The Mousai Group, Samantha Jasnos, TrueSense, Erik Tomalis, Avid Moderator: Joshua Crowther, Dunham and Company Location: Astor Ballroom | 10:30am - 10:45am | Break |
10:45am - 11:15am | Roundtable #1: Table 1: How members are using AI Table 2: Bias in AI Table 3: How to overcome clients/customers using AI in place of humans Table 4: Ethical use of AI Location: Astor Ballroom |
11:20am - 11:50am | Roundtable #2: Table 1: How members are using AI Table 2: Bias in AI Table 3: How to overcome clients/customers using AI in place of humans Table 4: Ethical use of AI Location: Astor Ballroom |
11:50am - 12:00pm | Reflective Exercise Facilitator: Johnny Cooper, Cooper Coleman Location: Astor Ballroom |
12:00pm - 1:00pm
| Lunch and Networking Location: Riverfront Room |
1:00pm - 1:45pm | GI Global Philanthropy Fellowship Action Plan Facilitator: Dana R.H. Doan, PhD Location: Astor Ballroom | | 1:45pm - 2:30pm | Fireside Chat: Complexity of Today's Fundraising Environment
Facilitator: Andrea Saenz, Chicago Community Trust
Location: Astor Ballroom | 2:30pm - 2:45pm
| Break | | 2:45pm - 3:30pm | Panel: Where You See Current Issues/Challenges Impacting Your Business Facilitators: Deb Taft, Lindauer, Pam Maroulis, Accordant, Jeffrey Byrne, Byrne Pelofsky, Lauren Sheehan, DonorPerfect Moderator: Matt Beem, Kinetic Location: Astor Ballroom | 3:30pm - 4:00pm | Roundtable #1: Table 1: How have you adapted your work with clients/customers (external) Table 2: How have you adapted your work with clients/customers (external) Table 3: How have you adapted your business operations (internal) Table 4: How have you adapted your business operations (internal) Location: Astor Ballroom | 4:05pm - 4:35pm | Roundtable #2: Table 1: How have you adapted your work with clients/customers (external) Table 2: How have you adapted your work with clients/customers (external) Table 3: How have you adapted your business operations (internal) Table 4: How have you adapted your business operations (internal) Location: Astor Ballroom | | 4:35pm - 4:45pm | Wrap up and Reflection Facilitators: Matt Beem, Kinetic, Johnny Cooper, Cooper Coleman Location: Astor Ballroom |
6:00pm - 9:00pm
| Offsite Dinner Location: Weber Grill |
Friday, November 7, 2025
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7:30am - 8:30am
| Breakfast and Networking Location: Riverfront Room |
8:30am - 8:35am
| Welcome Facilitators: Johnny Cooper, Cooper Coleman, & Matt Beem, Kinetic Location: Astor Ballroom | 8:35am - 9:35am | Lightning Rounds Finances of a Consulting Firm: How to Successfully Manage a Growing Enterprise Trust is the Feature: The Real Challenge of AI in Fundraising When the News Breaks: Rapid Response in an Unstable Funding Landscape Solving Problems at Scale: Investing in Philanthropy New Tax Laws Sow Confusion - Focus on Client Needs Facilitators: Terry Gibson, MBA, CPA, Kinetic, Ben Miller, Bonterra, Katie Bartman, TrueSense, Meg George, George Philanthropy, Bill McMorran, Green Oak Consulting Location: Astor Ballroom |
9:35am - 9:55am | Takeaways, lessons learned, action items = the reflective time Location: Astor Ballroom | 9:55am - 10:00am | Closing Remarks Location: Astor Ballroom |
10:00am - 10:45am | GUSA Board Meeting All GI members are welcome to attend. Only GUSA Board members can vote. Location: Astor Ballroom |
11:00am - 11:45am
| GI Board Meeting All GI members are welcome to attend. Only GI Voting Directors can vote. Location: Astor Ballroom |
View the past Board Meeting webpage for previous session resources (members only). HotelHotel Update:
The discounted group rate at the Westin River North has now closed, but rooms may still be available at the hotel’s current rates. We encourage attendees to contact the hotel directly to check availability and book accommodations. PoliciesRefunds, minus a $50 administrative fee for all events for which a fee was charged, will be issued on written cancellations received on or before October 14, 2025. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification to and verification of receipt by the Giving Institute 2025 November Meetings. Refunds will be processed 2-3 weeks after the meeting. Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, Giving Institute is not responsible for nor will provide refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance. The Giving Institute registration fees are not tax-deductible as a charitable contribution but may be deductible as a business expense. Consult your tax advisor. Registration and attendance at or participation in the GI 2025 November Meetings constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproduction and audiotapes of such events activities.
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