The Advancement Leadership Exchange

A Private Forum for Advancement Leaders

This event is invite-only and designed for senior-level Advancement and Fundraising leaders. If you believe you are a strong fit and are interested in participating, please reach out to request an invitation.

The Advancement Leadership Exchange is a 1.5-day, invitation-only forum designed to create space for thoughtful dialogue and critical cross-industry perspectives that can inspire actionable ideas that Advancement and Development leaders can take back to their institution or organization.

Who Should Attend

The Advancement Leadership Exchange is intended for senior leaders responsible for driving impact—including Advancement and Development executives, CIOs, Advancement operations leaders, and cross-functional partners who support fundraising, engagement, and stewardship.

Fundraising success depends on collaboration across roles. This forum is designed for leaders who believe progress is built together.

Speakers and Panelists

Mark Fine
Chief Marketing Officer
Baltimore Orioles

Jon Thompson
Associate Vice President, Philanthropic Strategy & Technology
Children’s Hospital of Philadelphia

Tony Ko
Founding Member and SVP of Customer & GTM
Qurrent

Greg Baroni
Founder and CEO
Attain Partners

Reshma Patel-Jackson
Partner
Attain Partners

Kristi Phillips
Managing Director
Attain Partners

Jason Belland
Executive in Residence
Attain Partners

Day One: Opening the Aperture of Innovation

Agenda highlights include:

• Explore how other industries design loyalty, build trust, and lead through complexity.
• Engage with insights from Baltimore Orioles CMO Mark Fine, Advancement innovation leaders, and strategic enterprise AI experts.
• Experience a private tour of Camden Yards!
• Network with peers in a facilitated leadership dinner and distill insights from the day into topics for day two conversation.

Day Two: The Advancement Innovation Lab

Agenda highlights include:

• Translate fresh insights from day one into strategic opportunities for your institution or organization.
• Test and refine ideas in peer working groups to create near-term actions and practical experiments for your team.
• Build lasting connections with fellow leaders facing similar challenges over a closing networking luncheon.

The Advancement Leadership Exchange is not a conference. It is a curated exchange among peers, with confidential dialogue, cross-industry perspectives, and practical outcomes.

Attain Partners.
Built on trust. Driven by impact. Accelerated through innovation.