Register

WE Prosper Summit 2018

Join us for an online gathering of thought leaders from global causes and international brands.

  • When: October 15-18, 2018 
  • Where: Your desk 
  • Wait, How? Four-days of keynote speeches, thought leaders, product how-tos, case studies, partner interviews and more delivered via the wonders of the Internet straight to a device of your choosing. 
  • Say more: WealthEngine has gathered industry experts, alongside our best partners and clients to bring you the latest in wealth intelligence to fuel your fundraising and marketing efforts.
It's simple to get invited:
  • Fill out the form on the right to register for the summit.
  • Mark your calendars and be ready to come back each day for new content.
  • Invite others to join by sharing this link.

Register Today!


Confirmed Keynote by Daniel Pink

Daniel H. Pink is the author of six provocative books about business, work, and behavior — including his latest, WHEN: The Scientific Secrets of Perfect Timing, which has spent two months on the New York Times bestseller list. His other books include the long-running New York Times bestseller A WHOLE NEW MIND and the #1 New York Times bestsellers DRIVE and TO SELL IS HUMAN. Pink’s books have won multiple awards and have been translated into 37 languages.


Schedule at a Glance

Monday, October 15

Tuesday, October 16

Wednesday, October 17

Thursday, October 18

Keynote
Daniel Pink
Keynote
Daniel Pink
Keynote
Daniel Pink
Keynote
Daniel Pink
Welcome
PV Boccasam, CEO, WealthEngine
Welcome
PV Boccasam, CEO, WealthEngine
Welcome
PV Boccasam, CEO, WealthEngine
Welcome
PV Boccasam, CEO, WealthEngine
Customer Spotlight: 
Spectrum Health Foundation
Key Steps to a Successful Grateful Patient Program
  • Greg Workman, Director of Ops and Finance
Partner Spotlight: 
Ellucian
Unlocking the Power of Data to Drive Constituent Engagement
  • Kim Coelho, Director of Product Management
Customer Spotlight:
Coldwell Banker Real Estate
Personalizing Engagement Strategies for High-Net-Worth Individuals
  • Craig Hogan, VP of Luxury

Partner Spotlight: 
Salesforce
3 Keys to Unlock the Full Power of Your Financial Institution
  • Ilan Davidovici, Global Head, Wealth and Asset Management

Customer Spotlight: 
Humane Society
Utilizing Data and Analytics for Major Gift Programs
  • Kimberlee Dinn, SVP Philanthropy
Partner Spotlight: 
CCS Research
How Nonprofits Can Engage and Inspire Younger Audiences
  • Margret Gallagher, VP Research

Customer Spotlight: 
TCS World Travel
Personalization strategies that Drive Greater Revenue through Lead Scoring
  • William Lee, Senior Manager, Partner Marketing & CRM
Partner Spotlight: 
Marketo
The Case for Email Marketing Metrics: Top Best Practices
  • Lizzy Funk, Senior Marketing Manager

Panel Discussion:
Cultivating Millennials for a Lifetime of Giving
  • Bailey Ulbricht, Executive Director, Paper Airplanes
  • Nandini Oomman, PhD, Founding Curator & CEO, The Women's Storytelling Salon™
Partner Spotlight: 
Tessitura
A Practical Guide to Fundraising Using Data #IRL
  • Erin Koppel, Senior Director, Enterprise Consulting
Customer Spotlight: 
Rolls Royce Motor Cars NA
How to Use Predictive Modeling to Drive New Business
  • CRM Team Member







Customer Spotlight:
University of Maryland
"Silicon Valley Hits College Park:" Lessons Learned from Working with Alumni in the Tech Sector
  • Stacey Locke, Senior Director of Development
Partner Spotlight: 
Gobel Group
How to Combine Gratitude and Wealth to Find your Next Best Prospect
  • Chad Gobel, CEO





Partner Spotlight: 
Glow Media
  • Trish Glowacki, Executive Director, The Glow Media Project