OAI Events

Partnering with other Washington, DC-area and New York City business leaders, OAI holds several workshops and seminars each year as a way to share our expertise, experience and best practices with clients and colleagues.


Upcoming Events


Tuesday, July 10, 2018

Healthcare Philanthropy Leadership Roundtable 

OAI is hosting a by-invitation conversation for health care philanthropy leaders from across the region on current and future fundraising trends within the sector. The roundtable will be an opportunity for these leaders to discuss with their peers the success of, and challenges with, the grateful patient model and other critical issues in healthcare philanthropy. 

The discussion will include Bruce Bartoo, Senior VP & Chief Philanthropy Officer at MedStar Health, and Steven Bernstein, President of Southampton Hospital Foundation and Chief Development Officer of Stony Brook Southampton Hospital.


Past Events


Friday, June 22, 2018

AFP of NYC Fundraising Day in New York 

Increasingly, nonprofits are aiming higher and reaching for funding at levels commensurate with the scale of the problems they are trying to solve. Transformational fundraising campaigns are becoming the norm. These campaigns vary in size but share the common objective of raising unprecedented funds and dramatically accelerating the organization’s capacity to make a change in the world.

At Fundraising Day in New York 2018, OAI Managing Director Craig Shelley, will speak on Transformational Fundraising alongside philanthropic leaders from the Breast Cancer Research Foundation New Profit, and KaBOOM!


NAPCO Webinar: "Your Go-To Guide for Writing a Winning Nonprofit Grant Proposal”

Wednesday, June 20, 2018

OAI Managing Director Craig Shelley, and Emily Bratten, Director of Grant Development at Hackensack University Medical Center Foundation hosted a free webinar about writing successful grant proposals, moderated by Nhu Te, Editor-in-Chief at Nonprofit Pro. Participants learned about the application process, the resources needed, if/when your nonprofit should apply, and strategies for writing a successful grant proposal. 


Friday, June 15, 2018

Leadership Conversation: Hosted by OAI and the NYC Chapter of the Association of Fundraising Professionals 

Orr Associates Inc., in partnership with the New York City Chapter of the Association of Fundraising Professionals, hosted a Leadership Conversation in New York City. Andrea Jung, President and CEO of Grameen America, spoke at this invitation-only event. Since its inception, Grameen America has invested $820 million in helping low-income women entrepreneurs to realize their visions. In her leadership position, Ms. Jung aims to expand the reach of the organization to help solve economic issues for women and their families throughout the country.


April 30, 2018

GrantSpace Special Program: Technology for your Nonprofit: How to Choose the Right Tools

OAI staff CJ Orr, Brandon Emerson, and Katie Nickels  presented a 2-hour workshop designed for nonprofit CEOs, COOs, DODs, and Communications Officers at the Foundation Center in New York. They delved into various technological tools available for donor tracking, cultivation, communications, and more. Participants learned how to assess their current tech infrastructure and about new tools that can streamline fundraising and increase revenues.

For more information, click here.


April 26, 2018

NY Junior League's Nonprofit Boards Clearinghouse Course 

OAI’s Director of Human Resources, Shaby Rosales and Director, Ana Canning, trained a group of 40 current and future nonprofit board members on nonprofit crisis management and strategic planning.  The program was part of the New York Junior League’s Nonprofit Boards Clearinghouse course, which teaches nonprofit board leadership skills through workshops on board roles and responsibilities, monitoring financial policies, understanding legal responsibilities of board members, and developing strategic plans.

The crisis management workshop equipped participants with the information needed to anticipate, avert, and competently handle crises they may confront in their role as board members. The session on strategic planning guided attendees through the process of developing a strategic plan and including the board in the planning process, and how to avoid common planning pitfalls.


April 28, 2018

The North American YMCA Development Organization (NAYDO) Conference  

The North American YMCA Development Organization (NAYDO) hosted a conference centered around a culture of giving in New Orleans. Orr Associates, Inc. Managing Director, Craig Shelley, led a seminar on “Entrepreneurial Fundraising: Leveraging Innovation for Exponential Fundraising Growth.”

As securing philanthropic investment becomes more competitive than ever before, the needs of nonprofits are changing.  The goal of the seminar was to leave participants with a refreshed mindset and approach to fundraising, and practical ideas and best practices to utilize in their organizations.


April 20, 2018

Ask a MentORR

OAI hosted its first Ask a MentORR event. Eleven young fundraising professionals representing DC-area nonprofits joined OAI’s junior team to share their fundraising challenges and receive real-time counsel. The group dialogue covered a range of topics including board engagement, donor engagement, events management, prospect research, and proposal strategy.

The attendees and the OAI team collectively shared advice, suggestions, and potential solutions to address the challenges raised. The peer-to-peer discussion created a collaborative and supportive environment, and participants walked away with tangible and practical recommendations for moving their fundraising work forward. Following the success of the inaugural event, OAI looks forward to hosting the event again in Fall 2018.


April 19, 2018

Environmental and Parks Organizations Roundtable 

Morgan Stanley hosted a Leadership Roundtable for environmental and park organizations to discuss practical giving. OAI Managing Director, Craig Shelley, along with Jeremy Jenkins, Vice President of Breckinridge Capital Advisors, moderated the discussion. They aimed to answer a common question surrounding philanthropic investment: how can my money do the most good?


October 26, 2017

AFP-NYC Leadership Conversation in New York

OAI is proud to be co-hosting, with the Association of Fundraising Professionals, New York Chapter, a Leadership Conversation featuring Philanthropists Jennifer and Jonathan Allan Soros. This invitation-only event will gather a group of leading CEOs and CDOs of nonprofits in the City to listen to the Soroses discuss donor engagement, and the gifts that have been the most meaningful to them. OAI looks forward to our participation in this event, and gaining and sharing insights to help nonprofit fundraisers be more effective.


October 3, 2017

Tri-State YMCAs Conference
Orr Associates, Inc.’s Vice President Craig Shelley will be presenting two sessions at “Better Together”, the Tri-State YMCAs Conference on Tuesday, October 3 at the Sheraton Mahwah in Mahwah, New Jersey. 
Session 1: The Role of the CEO in Major Gifts
A CEO who is actively interested and engaged in fundraising is critical to attracting transformative philanthropic investment.  Craig will discuss the four primary responsibilities of CEOs for successful major giving:

  • Having a vision and communicating it effectively;
  • Engaging and refreshing your Board of Directors;
  • Devoting time to fundraising – how much is enough; and
  • Building effective collaboration between CEO and CDO.


Session 2: Transitioning from Transactional to Transformational Giving. 
Transformational investment requires transformational ideas.  To attract strategic philanthropists, you will need to:

  • Clearly differentiate your Y, and what makes you unique;
  • Articulate in a compelling way how you will use funds raised to further strengthen your community;
  • Engage your people – leadership, board members and staff;
  • Measure, report and demand accountability.

Craig will show you how to develop a road map for this process and describe practical steps you can take to make it happen.


September 15, 2017

Innovation Institute

OAI is excited to announce the launch of our Innovation Institute. OAI’s co-founder and Managing Partner Steve Orr will sit down with leaders, innovators, and philanthropy experts for wide-ranging one-hour conversations.  They will discuss how these leaders and innovators have driven change in their organizations, and achieved and measured success.

On September 15, OAI will welcome Mark Tercek, CEO and President of The Nature Conservancy (TNC), the largest environmental nonprofit in the world. There are two ways to participate – either in our DC office as part of the live audience, or by online streaming. Please follow the link below to register.



August 2-4, 2017

AFP Bridge Conference 

OAI participated in the 12th Annual Bridge to Integrated Marketing and Fundraising Conference at the Gaylord National Hotel and Conference Center in Washington DC, August 2 - 4, 2017. We enjoyed meeting everyone at the premier conference of, by and for fundraising professionals!


June 23, 2017

Fundraising Day NY 

OAI Vice President Craig Shelley  moderated a panel titled: " The Role of the CEO in Major Gifts" at Fundraising Day in New York  on June 23, 2017.

Major gift donors expect to have confidence in an organization's leadership. It's imperative, therefore, that CEOs meet with them, understand their needs, communication the organization's vision, and articulate the business plan. The session provided insights, strategies, and tactics from leading nonprofit CEOs that fundraisers could implement in thier organization. 

Participants learned how to:

  • Engage and support CEOs as fundraisers
  • Get their CEO involved in mobilizing the board of directors
  • Build a strong working relationship with their CEO

Panel Speakers include OAI clients Gregg Betheil, President & CEO, PENCIL : Anna Maria Chavez, former CEO , Girl Scouts of the USA; and Jilly Stephens, Executive Director, City Harvest.


June 20, 2017

Learning Lab 

Kelly Dunphy led a Learning Lab hosted by the Nonprofit Coordinating Committe of New York (NPCC). This program encompasses a series of workshops and trainings focused on NPCC's Eight Key Areas of Nonprofi Excellence. 

Topcs covered in the Learning Lab included:

  • How to craft your development plan
  • Tools to assess revenue streams and diversification
  • How to craft bith realistic and stretch funding goals
  • Developing a tracking system

At the end of the three-hour worksop, participants left with the tools and tactics for creating a development plan. 

April 17, 2017

Nonprofit Coordinating Committee

OAI was proud to participate in a series of Learning Labs hosted by the Nonprofit Coordinating Committee of New York (NPCC). This program encompasses a series of workshops and trainings focused on NPCC's Eight Key Areas of Nonprofit Excellence. OAI's two sessions, the first of which was held on April 2017, provided participating organizations with in-depth capacity building support in the area of fundraising and resource development, equipping participating individuals with knowledge and tools needed to build strong fundraising practices and sustainable systems.

The learning Labs were presented by Craig Shelley, OAI Vice President and Kelly Dunphy, OAI Vice President, Fundraising and Development.


April 26-29, 2017

The Orchestra of Philanthropic Culture 

OAI Vice President Craig Shelley spoke on "The Orchestra of Philanthropic Culture" and how to get everyone playing the same tune at the North American YMCA Development Organization (NAYDO) conference in San Diego.


February 1, 2017

Association for Fundraising Professionals New York City Chapter Leadership Conversation

On Wednesday, February 1, 2017, the Association of Fundraising Professionals New York City Chapter, The Plaza and Orr Associates, Inc. (OAI) collaborated to host a special invitation-only Leadership Conversation. This intimate breakfast was restricted to the Chief Executive and Development Officers of the City's leading nonprofits. The conversation was led and facilitated by Joe Daniels, President & CEO of the National September 11 Memorial and Museum, and provided a unique opportunity for an in-depth and personal forum for the City's leading fundraising professionals to discuss current trends and future needs within the nonprofit sector. Steve Orr, Managing Partners and Craig Shelley, Vice President, represented OAI at the event.


January 18, 2017

New York Nonprofit Media Board Convention Panel Discussion

On January 18, 2017, OAI's Managing Partner Steve Orr moderated a panel discussion at the NY Nonprofit Media Board Convention, entitled: Strategic Planning as Collaboration between Staff and Board. The panel of speakers included:


VP of Business Development. DoSomething

Principal & CEO, Public Works Partners

Co-Founder and CEO. The THRIVE Network

Chief Operating Officer, Turkish Philanthropy Funds


The relationship between a nonprofit's board and its staff is so important that it can make or break an organization. A good working partnership can be a leading factor in success. The panel addressed the dynamic, ongoing learning process and the important of following a focused strategic plan based on ongoing board and staff alliance and on continuing to listen, design, and learn. The event was attended by more than 100 representatives from local and national nonprofits.

Children’s Law Center

CLC retained OAI to provide a high-level development assessment and fundraising assistance. 

Marriott Foundation for People with Disabilities

"We've worked with OAI for many years now, and the longevity of our partnership is no accident.  They consistently provide a level of effort and excellence that, year after year, yields outstanding events."  -Mark Donovan, Vice Chairman, Marriott Foundation for People with Disabilities