On January 23, we hosted our most recent small-group workshop, From Planning to Proceeds: Raise More, Stress Less, in Washington, D.C. Participants included advancement professionals from across the philanthropic spectrum, including independent schools, local nonprofits, and national organization chapters.
The premise of our workshop series is simple: Most event teams aren’t short on effort; they’re short on a strategy that prioritizes high-efficiency revenue, and they’re seeking a permission structure to let go of things that are outmoded, outdated, or just plain not worth it anymore.
Rather than a traditional training, our workshops are structured as a working session powered by participants. Folks ask the questions they don’t always have a place to ask. They compare notes, swap success stories, commiserate around shared challenges, and pressure-test ideas in real time. The result is a high-trust, highly practical environment—exactly what busy teams rarely get.
That peer exchange isn’t just a bonus. It’s a force multiplier.
Nearly every participant in our most recent workshop shared a version of the same reality: While their event is a major revenue driver for their organization, expectations often outpace staff bandwidth, strategies can feel fuzzy, and when everything feels urgent, nothing gets prioritized. By the end of the day, though, folks weren’t just leaving with just ideas—they were leaving with a real plan and clear next steps.
Participants shared that the workshop helped them:
- Prioritize the work that drives revenue
- Create a playbook for more confident solicitations
- Bring back improvements they can implement immediately
- Feel less alone heading into event season
One participant said: “This was exactly what I needed.”
Another captured what the small-group format makes possible:
“The training led to a lot of organic discussion among the participants… particularly as someone who is newer to the industry.”
And another named what so many teams feel:
“Getting out of the ‘bubble’ of your own team and hearing the experiences of others is so critical… and this training provided an excellent venue for that type of learning.”
We’re hosting additional workshops this spring, with more dates planned in Washington, D.C. and beyond. Ideal for advancement and event leaders who want a clear, revenue-first plan for their next fundraising event.
If you’d like to join a future session—or explore an on-site event strategy intensive for your team—contact us.
Raise more. Stress less. Align effort with impact.



