WE Prosper Summit 2018 Session Replays

2018 Welcome

PV Boccasam, CEO, WealthEngine

Keynote Address: In conversation with New York Times Bestseller 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.

Keynote Address: Our Next Chapter of Growth

PV Boccasam, CEO, WealthEngine

Customer Spotlights

Spectrum Health Foundation

Key Steps to a Successful Grateful Patient Program with Greg Workman, Director of Ops and Finance

Humane Society

Utilizing Data and Analytics for Major Gift Programs with Kimberlee Dinn, SVP Philanthropy

Coldwell Banker Real Estate

Personalizing Engagement Strategies for High-Net-Worth Individuals with Craig Hogan, VP of Luxury

TCS World Travel

Personalization strategies that Drive Greater Revenue through Lead Scoring with William Lee, Senior Manager, Partner Marketing & CRM

University of Maryland

“Silicon Valley Hits College Park:” Lessons Learned from Working with Alumni in the Tech Sector with Stacey Locke, Senior Director of Development

Rolls Royce Motor Cars NA

How to Use Predictive Modeling to Drive New Business with a CRM Team Member

Panel Discussion

Cultivating Millennials for a Lifetime of Giving with Bailey Ulbricht, Executive Director, Paper Airplanes and Nandini Oomman, PhD, Founding Curator & CEO, The Women’s Storytelling Salon™

Partner Spotlights

CCS Research

How Nonprofits Can Engage and Inspire Younger Audiences


Unlocking the Power of Data to Drive Constituent Engagement with Kim Coelho, Director of Product Management

Glow Media

Trish Glowacki, Executive Director, The Glow Media Project


A Practical Guide to Fundraising Using Data #IRL with Erin Koppel, Senior Director, Enterprise Consulting

Gobel Group

How to Combine Gratitude and Wealth to Find your Next Best Prospect


The Case for Email Marketing Metrics: Top Best Practices with Lizzy Funk, Senior Marketing Manager


3 Keys to Unlock the Full Power of Your Financial Institution with Ilan Davidovici, Global Head, Wealth and Asset Management

Identify and Reach Wealthy Customers in Personalized Ways

Explore the intricacies of luxury marketing, how the industry is evolving, and how the definition of ‘luxury’ is shifting

Ready for More?