Member Resources

The Vision That Propelled the Educational Travel Community

2011 Interview with J. Mara DelliPriscoli by Sherry Schwarz

Like any intrepid explorer, Mara DelliPriscoli has gone the distance to learn the contours of uncharted territory. From a year abroad traversing the ruins of Ancient Greece to a three-year hiatus blue-water sailing from the Caribbean to South America to finding a home on the range in western Montana—to visiting some 50-plus countries in between—she has traveled a long and winding path filled with adventure, risk, adversity, and reward to bring to life and evolve the Educational Travel Conference and mark its place on the modern map.

When asked what spurred her interest in educational travel, she reflects: “It was my freshman study abroad year …and the experiential focus on learning …arriving at Delphi for the first time at dawn …reading Herodotus sitting in the Acropolis …and being ‘transported’ into the living context of the past.”

Having worked in almost every sector of the travel industry, Mara’s advocacy for lifelong learning fortunately directed her to lay the foundation of the Educational Travel Conference. As she authored in a 2007 Transitions Abroad article: “My treks to Delphi have remained a compass point for many subsequent solo expeditions, as well as for professional planning of learning travel programs worldwide. Throughout the years I have seen the design of educational tours continue to evolve as travelers seek more authentic and transformative programs that offer both collaborative educational exchange and the freedom to pursue those spontaneous moments of solo discovery, which uniquely personalize travel. As we move toward new paradigms of what defines the educational travel experience from education that engages the mind to learning connections that engage the soul—facilitated lifelong learning through travel will eclipse the traditional model of managed group travel.”

That adventurous and spirited passion for travel has never left Mara and characterizes her today, as she admits to being the “eternal rolling stone.” She’ll hop on a plane, train, or horse anywhere, having traveled in Saudi Arabia, Syria, Azerbaijan, China, Outer Mongolia, northern India, Dubai, and Mexico in only the span of the last 15 months largely for business and forging ETC connections. Fittingly, it was island hopping in the British Virgin Islands when Mara made the commitment to launch TLC into reality—at that time called Travel Learning Consulting.

Her vision of orchestrating a professional development venue for nonprofit travel planners to network, collaborate, and share best practices had long been percolating in her mind. “Having worked too many a trade show from the supplier side, far removed from the educational content of the meeting, I recognized the lack of professional development and training workshops for all involved with nonprofit travel, particularly the travel planners,” says Mara.She was convinced that “there had to be a better way” to support the growth and diversity of nonprofit travel as well as promote “sustainable” nonprofit and for-profit partnerships. Having bounced around the concept of Nonprofits in Travel for many a year with colleagues Diana Lee Crew (then directing the Denver Museum of Natural History’s travel program) and Bryan DeLeo (then directing the National Trust for Historic Preservation’s travel program), Mara took the plunge in 1987 and launched—with a six-week lead time only—the first Nonprofits in Travel Conference (NPTC) with a brochure and program in tandem with Diana Lee Crew. Mara remembers the decisions and trade-offs requisite to this bold move noting, “I just knew without hesitation that NPTC was an idea whose time had come. So I ignored every marketing principle about measured lead time in promotions, invested all my limited resources and just went for it!”

At that point in time the Conference was a “test” run—without a long-term business plan running on sheer determination and passion for a vision unfolding. In 1987, after the first NPTC conference, Mara set sail for the Caribbean—and what she thought would be a temporary hop from Bermuda to the British Virgin Islands. Her “hop” lasted three years. Between thousands of miles sailing and diving, brushes with Venezuelan pirates and uprisings, she focused on enhancing and expanding the Nonprofits in Travel Conference from the s/v Mandorla.

In the first eight years, Mara convened the first Advisory Council of which Diana Lee Crew was a founding council member, and received endorsements from leading nonprofit institutions: the Denver Museum of Natural History, California Alumni Association, Witte Museum, the Alumni Association of the University of Michigan Alumni, and the Sierra Club. Since these early days, the ETC has evolved to a six-person core team with more than 20 on-site Conference staff, from a 35-person meeting to an international Conference with an audience of 450-plus attendees from over 40 countries, and an ever-growing member constituency in the online community.

“ETC is an extraordinary professional development network,” says Diana Lee Crew. “The fact that the group was founded over 25 years ago and has grown from a simple networking and sharing conference for some 30 nonprofit travel programs to the huge network it is today is an accomplishment worth noting.”

Whereas the constituency focus in the first years of the Conference was exclusively on museums, Mara’s vision was to cultivate the cross-fertilization of ideas across all nonprofit sectors diversifying the attendee base to include alumni associations, continuing education programs, conservation groups, and environmental organizations. With a strategic focus on building a strong and viable nonprofit constituency in the first three years, Mara moved forward to include the other half of the nonprofit travel partnership: tour operators, and then expanding to destinations and travel suppliers in the early ’90s. This strategy included expanding a then one-track travel-planner-only educational conference to a vertically rich and multi-layered offering of concurrent conference sessions to appeal to all individuals within the educational travel market, including the for-profit constituency. Sponsoring partners contributed greatly to an economically viable expansion of educational programming, social venues, and Conference-related online services.

As the Conference continued to grow in size and scope, the Executive Advisory Council expanded to reflect the growing diversity in Conference attendees. Council members were selected on the basis of their expertise in the field of educational and special-interest affinity and alumni/member travel, as well as the industry sector they represent: travel planner, tour operator, tour supplier, destination. An Emeritus Advisory Council was founded in 2004 by former Advisory Council members wishing to remain active and engaged in the ongoing activities of the ETC.

Pushing the technology curve, Mara launched the first online registration for the ETC in 1999, and placed on the agenda, as early as 1995, strong online marketing courses and the first all-day Technology Forum, which was “cutting edge but sparsely attended,” adds Mara with a laugh.

The 1998 ETC Executive Advisory Council meeting held at the Riverview B&B, West Dennis, MA. Pictured from left: Jim Moses, President and CEO, Road Scholar, Amy Kotkin, former Director, Smithsonian Journeys (retired), J. Mara DelliPriscoli, Ralph Janis, former Director, Cornell’s Adult University, Joyce Barkley (retired), former Co-Director of Travel, Tucson Art Museum (retired),Jeanne Cobb, former Director of Travel, Ohio State University Alumni Association (deceased), and Carolyn Sheaff, former Director, BEAR TREKS Travel Program, Cal Berkeley Alumni Association (retired).

Almost from the outset, Mara envisioned the ETC’s activities beyond an annual Conference as a year-round resource and networking forum. As early as 1992, she laid plans for “The Nonprofits in Travel Coalition Resource Room,” which was the precursor for her desire to evolve an online ETC community. The first Networking Database was launched in the late ’90’s and, now, many versions later, it serves as the basis for today’s ETC member website’s search capabilities, which include Organizational Searches, Member Searches, and Destination Reports. It was due to the direct and sustained support of the website’s sponsoring partners that three phases of the current ETC website were able to launch successfully over the past five years. Today the ETC website includes not only its robust search capabilities, but also many tools and resources that Mara has innovated from the personalized “task manager” providing each member with customized reminders and timely information to the recently launched Member Profiles, which are designed to facilitate community-building and networking.

ETC’s website is also an extension of the annual Conference, insofar as it enables members to now listen to digital recordings of the majority of Conference sessions and to access speaker handouts year-round. This evolution has been particularly gratifying for Mara, who, from the outset, aimed to supply Conference content and collateral that could be accessed 24/7 by virtual members.

Every year since its inception, the Conference has focused not only on the issues, concerns and opportunities in nonprofit travel but also on the broader trends and strategic issues of the travel industry, recruiting top marketing and trends speakers, as well as educational travel industry leaders from within the community and candid discourses with industry partners.

“The Conference has never been cookie cutter,” says Mara. “Each year the ETC delivers on the basic how to’s but also brings to the forefront the ever-evolving challenges of staying relevant and creating program distinctions in affinity and alumni travel. Re-thinking travel programs for a rapidly evolving traveler, moving into the digital age of marketing and social networking, strengthening partner relationships are all critical to the growth, leadership, and evolution of nonprofit travel programs.”

In addition to advancing education and professional development, the ETC has also prided itself on its outreach and advocacy over the years. Mara cites the launch of the ETC “Educationals,” in 1990, as a program of which she is particularly proud. The “Educationals” enable experienced travel planners to share their programming expertise with countries furthering the development of educational travel.

The ETC has also made important strides through presentations on tourism as a passport to peace and with the formation, in 1991, of the Nonprofit UBIT tax coalition. Included in its many “firsts,” the ETC hosted the first Voluntourism Forums and served as the first platform for Northern Ireland and the Republic of Ireland to launch co-promotional activities in the U.S. travel industry.

If materializing a vision teaches us anything, humility is among the first of lessons—and it’s one Mara knows well. Even as the founder and president of the ETC, she is the first to tell you her part of the ETC story is but only one small piece. “It is witnessing a community evolving and the commitment of colleagues to raise the bar of professionalism in their industry that inspires and renews my commitment to ETC annually,” says Mara.

She adds: “It is the countless core of volunteer colleagues—participants in the Regional Roundtables…colleagues ‘giving back’ by teaching Jumpstart for the past 22 years…veteran ETC members leading the Executive Forum…delegates developing and leading sessions annually at the ETC…valued sponsors helping to deliver a quality educational platform, fun networking venues, and a growing online communications platform…the strategic counseling of the Executive Advisory and Emeritus Council members, and so many others—who have all tirelessly and heartfully contributed to the face of ETC today.” These are the leaders who Mara believes will set the pace for the next 25 years.

As Mara closes her reflection on the eve of the 25th Anniversary Conference, she is already looking toward the horizon for the next need to be served, the next challenge. When asked what’s ahead on the ETC agenda, Mara doesn’t hesitate: “aggregating industry statistics on the affinity and alumni travel market,” she says passionately. “The growth and development of a community with a leading industry voice is critical,” she says. “I expect that the resulting aggregated data will become an essential resource for researching, benchmarking, and advocacy in years to come.”

2019 Presentation

Session Title: New Directions for Educational Travel: Trends that are changing your business
Session Description: How will educational travel programs based on affinity ensure their continued relevance and competitiveness in an increasingly crowded market place for educational travel? Does the current travel climate give affinities greater flexibility to innovate and rethink their programs? Their operation? Their engagement? What has to change to stay relevant? We need to ask these questions. To spark the debate, Steve Cohen, delivers a look at some of the big picture trends redefining travel among all travelers, the luxury traveler, the millennial traveler and others by life-stage, and the trends that are driving the shift toward purpose and personal fulfillment. Mara and Kathy will share findings from ETC’s recent survey of 50 affinity travel programs and over 90 travel operators that provide key insights into opportunities and challenges for educational travel, long under-recognized as an important segment of the luxury travel continuum. ETC member tour operator respondents provide one-minute commentaries focusing on the trends they see evident in the educational affinity travel space.
Biography: Photo of J. Mara DelliPriscoliJ. Mara DelliPriscoli, ETC Founder and President of Travel Learning Connections, Inc., convened the first ETC conference in 1987. Her vision was to facilitate the growth of a vibrant community of like-minded colleagues to annually—a travel think tank of sorts—to deal with current challenges and future opportunities in educational travel. Once technology had sufficiently advanced, she started to expand this community slowly online. Within this conference and online platform she has facilitated the growth of strategic business partnerships and business-to-business networking of those in the field of alumni, museum, conservation and affinity group travel. With over 38 years of experience in the tourism industry, Mara has worked directly within most sectors of the travel industry in her career, including marketing, sales, tour development and management, hotel operations, transportation, trade and government research and consulting firms. Mara lectures, writes and works with cultural, community and conservation tourism development projects in the US and abroad. She consults in the field of educational, community and special interest tourism development for a variety of US and international organizations. She continues to pursue professional photography and her passion for exploration, blue water sailing, language, ethnic music and dance. Mara holds an M. Ed in Tourism Development with a minor in marketing from the George Washington University, and a B.A. from Barnard College, Columbia University with a major in European history and a minor in three languages. Her freshman year was spent at the College Year in Athens, Greece. A native New Englander, having spent a great deal of her professional life in the Washington, D.C. area, then sailing thousands of nautical miles at sea for three years, Mara has been based in the beautiful Mission Valley, St. Ignatius, MT on the Flathead Reservation for 22-plus years. She still travels extensively globally. Read an article about Mara and the founding of the Educational Travel Community and Conference.

2019 Presentation

Session Title: New Directions for Educational Travel: Trends that are changing your business
Session Description: How will educational travel programs based on affinity ensure their continued relevance and competitiveness in an increasingly crowded market place for educational travel? Does the current travel climate give affinities greater flexibility to innovate and rethink their programs? Their operation? Their engagement? What has to change to stay relevant? We need to ask these questions. To spark the debate, Steve Cohen, delivers a look at some of the big picture trends redefining travel among all travelers, the luxury traveler, the millennial traveler and others by life-stage, and the trends that are driving the shift toward purpose and personal fulfillment. Mara and Kathy will share findings from ETC’s recent survey of 50 affinity travel programs and over 90 travel operators that provide key insights into opportunities and challenges for educational travel, long under-recognized as an important segment of the luxury travel continuum. ETC member tour operator respondents provide one-minute commentaries focusing on the trends they see evident in the educational affinity travel space.
Biography: Photo of Kathy EdersheimKathy Edersheim is the President of Impactrics, a social enterprise that provides consulting to educational institutions to strengthen education through enhanced alumni engagement. Impactrics focuses on alumni engagement and community building to benefit the institution, the students, and the alumni with measurable impact. Prior to forming Impactrics, she was Senior Director of International Alumni Relations and Travel at the Association of Yale Alumni (AYA). Her responsibilities included managing Yale Educational Travel, which offers about 45 faculty-led trips a year. Her broader international responsibilities incorporated the Yale Global Alumni Leadership Exchange (YaleGALE) which, since 2008, has taken alumni delegations to many countries in Europe, Africa and Asia to share best practices in alumni relations with universities, and the Yale Alumni Service Corps, which takes Yale alumni, family, and friends to work in underserved communities providing supplementary education programs, public health education, micro-business consulting, and light construction to support and inspire the communities. She writes and speaks extensively about alumni relations for institutions throughout the world. Prior to joining AYA, she worked as a Financial Advisor and marketing professional. She has an M.B.A. from the Stern School of Business at New York University and a B.A. from Yale University.

2019 Preentation

Session Title: New Directions for Educational Travel: Trends that are changing your business
Session Description: How will educational travel programs based on affinity ensure their continued relevance and competitiveness in an increasingly crowded market place for educational travel? Does the current travel climate give affinities greater flexibility to innovate and rethink their programs? Their operation? Their engagement? What has to change to stay relevant? We need to ask these questions. To spark the debate, Steve Cohen, delivers a look at some of the big picture trends redefining travel among all travelers, the luxury traveler, the millennial traveler and others by life-stage, and the trends that are driving the shift toward purpose and personal fulfillment. Mara and Kathy will share findings from ETC’s recent survey of 50 affinity travel programs and over 90 travel operators that provide key insights into opportunities and challenges for educational travel, long under-recognized as an important segment of the luxury travel continuum. ETC member tour operator respondents provide one-minute commentaries focusing on the trends they see evident in the educational affinity travel space.
Biography: Photo of Steve CohenSteve Cohen is the Senior Vice President, Travel Insights, for MMGY Global. Steve brings more than 25 years of experience in market research and insights to his position at MMGY Global. He leads the agency’s customer insights and industry research, including overseeing the development of MMGY Global’s proprietary surveys, including the Portrait of American Travelers® as well as its custom research programs. He is also responsible for day-to-day operations of the agency’s Orlando office. Prior to working at MMGY Global, Steve led research efforts for the AAA National Office, Marriott Vacations Worldwide, The Ritz-Carlton Club and Walt Disney Parks & Resorts. He has also guided the research for The Greater Miami Convention and Visitors Bureau, Destination Cleveland, Visit Tucson, CheapCaribbean.com, the South Dakota Department of Tourism, The American Society of Travel Agents (ASTA), Visit Savannah, the Japan National Tourism Office, Uber, the Nassau/Paradise Island Promotion Board, and the Jordan Tourism Board, North America. He is regularly interviewed by both mainstream and trade press, including The New York Times, The Wall Street Journal, U.S. News & World Report, The Los Angeles Times, Time, CNN, Fox News and Travel Weekly.

2019 Presentation

Session Title: The Power of Local Knowledge: Communities at the top of the tourism paradigm
Session Description: Baba Dioum said “In the end we will conserve only what we love, we will love only what we understand, and we will understand only what we are taught”. Every day you are creating experiences for clients that have the power to transform their lives, their understanding of the world, and their role within it. You not only create experiences for your clients, you’re also impacting the places they visit. Is that impact a positive one? You are in the unique position to change peoples’ lives and literally make the world a better place with increased understanding, awareness, inspiration to be global citizens, and by benefiting the communities you work with – if you do it the right way. Are you?
Self Described: Philanthropists and Environmentalists
Biography: Gerry Ellis is an award-winning environmental photographer/film-maker—including the prestigious Visa pour L’Image for his work on orphaned baby African elephants, Wild Orphans. He has documented the lives of endangered species, indigenous cultures and threatened ecosystems across every continent. Gerry is currently working around the world on a multi-year education and public awareness project called Apes Like Us to heighten concern for survival of great apes. He is the creator and host of the YouTube channel Apes Like Us. His work has encompassed numerous long-term projects for National Audubon, World Wildlife Fund, Chevron PNG, and the Australian government. Gerry’s work has appeared in magazine publications including the Paris Match, Ranger Rick, New York Times, GEO and National Geographic, as well as multiple book projects, including The Outdoor Traveler’s Guide to Australia, and several titles in the highly acclaimed National Geographic Kids Book series. Gerry is founder and President of the education nonprofit GLOBIO.

2019 Presentation

Session Title: The Power of Local Knowledge: Communities at the top of the tourism paradigm
Session Description: Baba Dioum said “In the end we will conserve only what we love, we will love only what we understand, and we will understand only what we are taught”. Every day you are creating experiences for clients that have the power to transform their lives, their understanding of the world, and their role within it. You not only create experiences for your clients, you’re also impacting the places they visit. Is that impact a positive one? You are in the unique position to change peoples’ lives and literally make the world a better place with increased understanding, awareness, inspiration to be global citizens, and by benefiting the communities you work with – if you do it the right way. Are you?
Self Described: Philanthropists and Environmentalists
Biography: Praveen Moman is the founder and CEO of Volcanoes Safaris. He founded Volcanoes Safaris in 1997 to create a unique eco-tourism model, centered around the threatened gorilla and chimpanzee populations of the western rift valley. In 2009, he established the Volcanoes Safaris Partnership Trust (VSPT), a non-profit organization that aims to create long-term, self-sustaining projects that enrich the livelihoods of local communities and promote the conservation of the great apes. Praveen grew up in the wilds of Uganda, where the family was part of the pioneering Asian community that was central to opening up East Africa. He then moved to the UK as the family became refugees with the Amin expulsion. This was followed by a career as a political and policy adviser in the European Union and British Government. He has been involved in and serves on many boards, including: Seva Mandir a respected Indian charity; the Imbabazi Foundation in Rwanda, which supports genocide orphans; the Advisory Boards of the Adventure Travel Trade Association in the USA and The Bodhi Tree Foundation; the Campaign for Arundells; Women Matter and an Executive Member of the Eastern Africa Association. Praveen was educated in Uganda and at London and Cambridge University in the UK. He is a Robert Schuman Scholar of the European Parliament.

2019 Presentation

Session Title: The Power of Local Knowledge: Communities at the top of the tourism paradigm
Session Description: Baba Dioum said “In the end we will conserve only what we love, we will love only what we understand, and we will understand only what we are taught”. Every day you are creating experiences for clients that have the power to transform their lives, their understanding of the world, and their role within it. You not only create experiences for your clients, you’re also impacting the places they visit. Is that impact a positive one? You are in the unique position to change peoples’ lives and literally make the world a better place with increased understanding, awareness, inspiration to be global citizens, and by benefiting the communities you work with – if you do it the right way. Are you?
Self Described: Philanthropists and Environmentalists
Biography: Britt Basel is the Director of Ecothropic. Her work bridges socio-environmental science, educational travel, and change-making media. Her fieldwork spans working with the United Nations Development Program and the Nature Conservancy to direct engagement with small-scale farmers and local resources managers in indigenous and rural communities around the world. She uses community-driven processes incorporating capacity building, ecosystem-based solutions, sustainable livelihoods, social cohesion, and appropriate technology that empower communities to address the challenges they face. Building on 12 years of experience with educational travel for National Geographic and others, Basel designs and runs accredited-programs bringing small groups to the front-lines of climate change to engage with the scientists and community members who are defining socio-ecological solutions. Building on her experience as a visual storyteller (publications include National Geographic Traveller India, the Washington Post, The Outdoor Journal and others) and as a photography and multi-media instructor for National Geographic Student Expeditions and Putney Student Travel, Basel is currently using film to nurture and embolden communities and youth to solve their own social, environmental, and natural resource problems. While she has experience in 42 countries, her work is currently focused in Melanesia, Cuba, and Mexico. Her not-so-secret passion is dancing – especially to afro-Cuban rhythms. Basel has a BA in Anthropology (Colorado University), an MSc in Human Dimensions of Natural Resources (Colorado State University), and an MSc in Conservation Leadership (El Colegio de la Frontera Sur).

2019 Presentation

Session Title: Why We Travel?: The Compassionate Journey
Session Description: How do you change the world? Advocating for justice and mercy, Bryan Stevenson challenges us to take an inspiring journey toward real change in our communities and society. Bryan’s message is riveting, inspiring and not to be missed. Making a strong connection to the travel experience, embracing hope, with a commitment to discomfort, and being open to new cultures, travel provides an opportunity for powerful experiential learning and is a tool for changing our narratives.
Biography: Bryan Stevenson is the founder and Executive Director of the Equal Justice Initiative (EJI) in Montgomery, Alabama. Mr. Stevenson is a widely acclaimed public interest lawyer who has dedicated his career to helping the poor, the incarcerated and the condemned. Recognizing that injustice comes in many forms, Stevenson continues to fight for justice and truth, whether from our shared past or from the present day. Through his work with the nonprofit Equal Justice Initiative (EJI} Stevenson has been able to help transform the landscape of the criminal justice system. guided by a belief in the power of being equal before the law. Under his leadership, EJI has won major legal challenges eliminating excessive and unfair sentencing, exonerating innocent death row prisoners, confronting abuse of the incarcerated and the mentally ill and aiding children prosecuted as adults. EJI has also created and launched the new National Memorial for Peace and Justice and the Legacy Museum for education about the legacy of racial inequality and for the truth and reconciliation that leads to real solutions to contemporary problems.
Mr. Stevenson has won numerous awards including the prestigious MacArthur Foundation “Genius” Prize, the National Medal of Liberty from the American Civil Liberties Union, and the Olaf Palme Prize in Stockholm, Sweden for international human rights. A 1985 graduate of Harvard, with both a master’s in public policy from the Kennedy School of Government and a JD from the School of Law, Bryan Stevenson joined the clinical faculty at New York University School of Law in 1998. Mr. Stevenson has received 29 honorary doctoral degrees including degrees from Harvard, Yale, Princeton, and Oxford University. He is the author of the critically acclaimed New York Times bestseller, Just Mercy, which was named by Time Magazine as one of the 10 Best Books of Nonfiction for 2014 and has been awarded several honors including the Carnegie Medal by the American Library Association for the best nonfiction book of 2014 and a 2015 NAACP Image Award.

Sree Sreenivasan (@sree) is the first Chief Digital Officer at the Metropolitan Museum of Art, the latest step in what he calls “a three-decade, one-way love affair with the world’s greatest museum.” At the Met, he leads a world-class team on topics he loves: digital, social, mobile, video, apps, data, geolocation, email and more. He joined the Met after spending 20 years at Columbia University as a member of the faculty of the Columbia Journalism School and a year as the university’s first Chief Digital Officer. He will continue to teach a digital media course there each semester. In 2009, he was named one of AdAge’s 25 media people to follow on Twitter and in 2010 was named one of Poynter’s 35 most influential people in social media. You can find him on Twitter at twitter.com/sree and on Facebook at facebook.com/sreetips and on Instagram at instagram.com/sreenet and on the web at http://sree.net. His blog posts are at https://www.facebook.com/SreeTips/. Mr. Sreenivasan spoke for the first time at the 2014 conference.

2019 Presentation

What’s New in Social Media for Travel?
Wednesday, February 5 – 8:45-9:45am
Biography: Sree Sreenivasan is a leading consultant, speaker and trainer for nonprofits, corporations, startups and executives, specializing in digital innovation and social media. He was named one of Fast Company’s 100 Most Creative People in Business in 2015; the world’s most influential Chief Digital Officer by CDO Club in 2016; and one of Poynter’s 35 most influential people in social media in 2010. In the last year, he’s worked internationally with Hong Kong’s West Kowloon Cultural District; UNHCR, the UN refugee agency; the Pulitzer Prizes; Louvre Abu Dhabi; TheWrap entertainment news; U.S. Holocaust Memorial Museum; American Museum of Natural History; and the National Ballet of Canada, to name a few.
Sree has been Chief Digital Officer of major institutions in multiple industries: City of New York; Columbia University; and the Metropolitan Museum of Art. Before joining the Met, he spent 20 years as a full-time professor at his master’s alma mater, Columbia Journalism School. He was recently named the inaugural Marshall R. Loeb Visiting Professor of Digital Innovation at Stony Brook University School of Journalism. Sree is delighted to return to ETC after a gap of three years.

Sue Hershkowitz-Coore is an internationally recognized communications specialist. She helps audiences increase their profitability, professionalism and productivity through improved communications. Her customized sessions engage, educate and entertain to ensure authentic communications and amazingly successful client relationships. Hershkowitz-Coore has authored two books, Power Sales Writing (McGraw-Hill) and How to Say It to Sell It! (Prentice Hall/Penguin). She is a past officer and board member of the National Speakers Association, a founding member of Meeting Professionals International’s Women’s Leadership Initiative, has been designated an MPI “Platinum” speaker for 9 consecutive years and named “Best in Class – 2010-2013” by the Professional Convention Management Association. Hershkowitz-Coore received her BA from the University of Bridgeport, MC from Arizona State University and a Fellowship from UC Berkeley.

2019 Presentation

Session Title: Take Your Customer Service to the Next Level: Creating happy travelers and brand advocates
Session Description: How good are you? Do your clients do business with you despite unintentional obstacles? What do they really think about your service? Keep your travelers engaged before and after their trip to create raving fans
Self Described: Global Leader in Sales & Communication Training
Biography: Sue Hershkowitz-Coore is an internationally recognized communications specialist. She helps audiences increase their profitability, professionalism and productivity through improved communication. Her customized sessions engage, educate and entertain to ensure authentic communications and amazingly successful client relationships. Her clients include The Ritz-Carlton; The Savoy, London; Mandarin Oriental, Marriott, Hyatt and Hilton Hotels. Hershkowitz-Coore has authored two books, Power Sales Writing (McGraw-Hill) and How to Say It to Sell It! (Prentice Hall/Penguin). She is a past officer and board member of the National Speakers Association, a founding member of Meeting Professionals International’s Women’s Leadership Initiative, has been designated an MPI “Platinum” speaker for 9 consecutive years and named “Best in Class” by the Professional Convention Management Association. Hershkowitz-Coore received her BA from the University of Bridgeport, MC from Arizona State University and a Fellowship from UC Berkeley. Hershkowitz-Coore was a speaker at ETC 2014, 2015 & 2018.

2019 Presentation
Session Title: Seeking Higher Ground: Who we as travelers can become
Session Description: Through our lives and travels near and far, let us see others, feel others and celebrate others, respecting them for who they are and who they can become. In so doing, we will recognize the nobility that lies in the heart of the every man, including ourselves.
Self Described: Civil Rights Activist
Biography: Peggy Wallace Kennedy is a Montgomery-based civil rights activist who is recognized as one of America’s most important voices for peace and reconciliation. Born into one of the most powerful political families in the history of the American South with her father (George Wallace) and mother (Lurleen Wallace) both serving as Governors of Alabama, Peggy Wallace Kennedy now stands apart from her past. Her life’s story demonstrates the notion that while none of us can be held responsible for the circumstances of our birth, each of us will be held responsible for who we can become. With the creation of a new and different legacy for her and her two sons, Mrs. Kennedy challenges us to believe in ourselves so that we too can walk to higher ground. As a national speaker, Mrs. Kennedy has participated in programs at the National Archives, Congressional Forums with Congressman John Lewis and on the 50th Anniversary of the Selma to Montgomery March, joined Reverend Bernice King, the daughter of Dr. Martin Luther King, on the steps of the Alabama State Capitol as a living testament to the power of change and reconciliation. Mrs. Kennedy’s own personal journey to redemption and her call for justice through reconciliation will one day be viewed as the most important and lasting public service of the Wallace/Kennedys of Alabama.

Máirtín de Cógáin from Cork, Ireland gets no more joy out of life than the telling of stories. Twice All Ireland Champion storyteller, he has been traveling the world telling the tales of Ireland, singing the ballads of old and playing his Bodhrán (Irish Drum). He has played with his own musical groups; The Fuchsia Band, Gailfean & The Máirtín de Cógáin Project, was asked to play with The Chieftains, Cherish the Ladies & Gaelic Storm, threaded the boards off Broadway with his own show De Bogman and shone on the silver screen in the epic movie The Wind That Shakes The Barley. Máirtín was brought up in a bilingual house, earned a Degree in the Irish language from University College of Cork and is a fluent speaker of Gaelic. http://www.mairtinmusic.com

Dawn Rodney is Vice President Innovation and Chief Marketing Officer for the National Wildlife Federation. She is responsible for leading innovation, amplifying brand awareness, creating new revenue streams, developing content, and transforming the organization’s current catalog and licensing divisions. Prior to joining the National Wildlife Federation, Dawn was Senior Vice President of Marketing and Brand for the National Geographic Society. Dawn was responsible for leading the global brand, engaging digital natives across the world on all platforms, launching new digital products, and driving awareness of National Geographic’s science, education, and storytelling priorities. While at National Geographic, Dawn also led strategic marketing and creative for the National Geographic Channels. She was integral to building and launching NGC, Nat Geo WILD, and Nat Geo Mundo – transforming them from start-up networks to global, world premiere brands. Dawn also had various supervising producing positions at Animal Planet and Discovery Health. She started her career as a producer at local television stations. Dawn has won many industry awards for her work including an Emmy Award for National Geographic’s “Next Generation of Explorers” campaign and Webby Award for Best Homepage. Dawn is a graduate of Duquesne University.

Dr. Janet Ferguson is the Executive Director of the Lifelong Learning Centre, Bermuda College. Prior to her current role, Dr. Ferguson designed and facilitated workshops and learning events for a wide cross-section of private and public sector clients in the United Kingdom and Bermuda. In addition to her current work in curriculum development and administration for late-life learning, she is interested in the exploration of the distinctive nature of the learning and developmental experiences of mature adults. Dr. Ferguson has taught extensively in multiple jurisdictions and holds graduate qualifications in Commonwealth Area Studies, Marketing and Teaching and Course Design for Higher Education. Her doctoral degree is in the area of Continuing Education (Warwick, 1998).

Todd Duncan is the Director of Safety, Security and Emergency Preparedness for the Sierra Club where he manages operational risk and crisis response. Prior to this role, he served two years as the Director of Safety and Student Life for the School for Field Studies (SFS), a university international semester abroad provider which [expand title=”offers”] hands-on environmental learning to students. He has also served with the Wildlife Conservation Society as manager for Glover’s Reef Marine Research Station in Belize. Todd has guided and directed adventure, research, and education programs on six continents. He is a native of Montana and graduate of the University of Colorado at Boulder.

Brian Anderson is the Training and Development Manager for Sierra Club National Outings. In his role, he creates, manages, and leads training of new volunteer trip leaders as well as continuing education for current trip leaders. For the development part of his work, he designs custom trips and crafts new trip ideas for National Outings to pursue. Before the Sierra Club, Brian was the Assistant Director of Wellness and Recreation at Regis University in Denver, Colorado, where he oversaw student and professional staff that ran programs in outdoor recreation and physical fitness. Years in the field as a whitewater rafting guide, adaptive ski instructor, rock climbing, and backpacking guide have given him a well-rounded history of field and office work from various organizations. Brian graduated with his Bachelor’s degree from Western Colorado University and Masters from Regis University. Brian joined the Executive Advisory Council in 2020 and represents national non-profit organizations. www.sierraclub.org/adventure-travel

Gerry Ellis is an award-winning environmental photographer/film-maker, and founder and Executive Director of the conservation education nonprofit GLOBIO. Gerry’s history in travel spans four-decades as a photographer, writer and international guide; he now oversees GLOBIO’s new project-based travel program, linking donors through travel to GLOBIO’s work across Equatorial Africa and Borneo/Sumatra. In 2020 under Gerry’s oversight GLOBIO launches the Educator’s Travel Scholarship Initiative to give educators firsthand international experiential-learning opportunities to inspire life-long learning with which to impacts in their students. For GLOBIO, Gerry is filming around the world on a multi-year education and public awareness project called Apes Like Us, to heighten concern for the survival of great apes. He is the creator and host of the YouTube channel Apes Like Us. Gerry’s film/photo work has encompassed numerous long-term projects for National Audubon, World Wildlife Fund, Chevron PNG, and the Australian government. His work has appeared in magazine publications including BBC Wildlife, Paris Match, Ranger Rick, New York Times and National Geographic, as well as multiple book projects, including The Outdoor Traveler’s Guide to Australia, and several titles in the highly acclaimed National Geographic Kids Book series.

Duke University Students and Facilitators
Spearheading Sustainability: Duke University Master Students’ Project
Tuesday, February 4, 12:50-1:30 pm

Facilitator: John Francis is former Vice President for Research, Conservation and Exploration at National Geographic Society. A marine biologist and National Geographic grantee, John began his career studying behavioral ecology of seals and sea lions on remote islands in North and South America. A film on his work led to his role as a producer of wildlife films, covering everything from chimps and tigers to whales and sharks. From that he took on the grant making side of National Geographic supporting explorers around the world and pushing their stories through diverse NG media. Outside of his National Geographic Society responsibilities, Francis served on boards and committees for the US National Park System, the Commission for Education and Communications of the IUCN, and the US National Commission for UNESCO. He now serves on Sustainable Travel International and the Congo Basin Institute boards and advises the NG/Lindblad Fund supporting marine projects visited by shipboard travelers. John has a deep commitment to communication of the potent ties between humans and the rest of the natural world and is currently focused on citizen science and sustainable tourism as two key engines for change. John holds a Doctor of Philosophy (Ph.D) in Behavioral Ecology from the University of California, Santa Cruz.

Duke University Students and Facilitators
Spearheading Sustainability: Duke University Master Students’ Project
Tuesday, February 4, 12:50-1:30 pm

Facilitator: Beth Ray-Schroeder is Director of Duke Alumni Travels in the Office of Alumni Affairs at Duke University. At Duke since 2005, Ray-Schroeder has also alumni education initiatives and priorities of the alumni travel program. She now organizes more than 40 educational travel programs annually, which comprise vendor itineraries and in-house customized programs showcasing unique Duke entities and are led by Duke faculty. Prior to coming to Duke, Ray-Schroeder lived and worked in Spain and Germany for 17 years. She held positions as a software developer in Madrid, as international systems project manager at Deutsche Lufthansa AG in Frankfurt am Main, and as an organizational consultant in Austria, Germany and Switzerland. She holds a B.S. in Computer Science and the equivalent degree in Psychology from Duke University, and a M.S. in Organizational Psychology from Johannes Gutenberg University of Mainz. Ray-Schroeder is currently serving on the ETC Executive Advisory Council representing the interests of alumni association travel planners in the southeastern United States.

Duke University Students and Facilitators
Spearheading Sustainability: Duke University Master Students’ Project
Tuesday, February 4, 12:50-1:30 pm

Courtney McCorstin is a Master of Environmental Management Student pursuing a concentration in Business and the Environment with a specialization in Conservation Management. She is an environmentalist at her core, with a B.S. in Wildlife Biology and minors in Sustainability and Water Resources. Her passion for travel became apparent as she was working as a conservationist on a Game Reserve in South Africa. She discovered the way to connect her passion for wildlife and experience in business was through travel. It was for this reason that she decided to pursue a Master’s Project focused on Sustainable Travel.

Duke University Students and Facilitators
Spearheading Sustainability: Duke University Master Students’ Project
Tuesday, February 4, 12:50-1:30 pm

Samantha Burch is focused on using the power of impact strategy and communication to help drive sustainable business. She is currently pursuing a Master of Environmental Management degree, specializing in both Business and Entrepreneurship & Innovation. Prior to graduate school, she worked as an International Education Professional at UGA, where the intersection of sustainability and travel (and its tangled supply chain!) first peaked her interest. Through her Master’s Project, she’s gained further insight into the travel world and is now dedicated to redefining how we travel through: improved standardization practices, strategic partnership development, and effective marketing and communications. Samantha earned her B.A. in Environmental Studies and International Studies at Elon University (’16).

Duke University Students and Facilitators
Spearheading Sustainability: Duke University Master Students’ Project
Tuesday, February 4, 12:50-1:30 pm

Annabelle Mercer is a biologist turned corporate sustainability strategist. Having spent several years researching the world’s rarest plants and animals, she is now dedicated to understanding how we can use the resources of the private sector to protect the planet’s biodiversity. Annabelle works with companies to measure and manage their environmental impact, pairing her passion for the environment with business management know-how. Annabelle received a Bachelor of Science in Biology from Duke University in 2017, and is now eagerly continuing her Duke experience as a Master of Environmental Management Candidate studying Business and Environment.

A Voice for the Voiceless
Tuesday, February 6, 2020 – 8:45-9:30am

Biography:
Joel Sartore is a photographer, speaker, author, teacher, conservationist, National Geographic fellow and regular contributor to National Geographic magazine and National Geographic Photo Ark Founder. His hallmarks are a sense of humor and a midwestern work ethic.

Sartore started the Photo Ark some 11 years ago in his hometown of Lincoln, Nebraska. Since then he’s visited 40 countries in his quest to create this photo archive of global biodiversity. Sartore has produced several books including RARE: Portraits of America’s Endangered Species, Photographing Your Family, and two new National Geographic Photo Ark books: The Photo Ark and Animal Ark.

In addition to the work he has done for National Geographic, Sartore has contributed to Audubon magazine, Life, The New York Times, Sports Illustrated and numerous book projects. Sartore and his work have been the subjects of several national broadcasts, including National Geographic’s Explorer, NBC Nightly News, NPR’s Weekend Edition, Fresh Air with Terry Gross and the PBS documentary series, Rare: Portraits of the Photo Ark. He is also a regular contributor on the CBS Sunday Morning Show.

Sartore graduated from the University of Nebraska with a degree in journalism. He currently lives in Nebraska with his wife and children.

Peter Yesawich is Vice Chairman of MMGY Global and leads all of MMGY’s efforts in consumer insights. Listed in “Who’s Who in America,” Yesawich is the recipient of the World Travel Award from the American Association of Travel Editors, The Albert E. Koehl Award and named one of the “25 Most Extraordinary Marketing Minds” from the Hospitality Sales and Marketing Association International (HSMAI), and the Silver Medal from the American Advertising Federation. He is a frequent commentator on travel trends in publications such as The New York Times, The Los Angeles Times, The Wall Street Journal, USA Today, Time, Newsweek and Business Week, and has been featured on CNN, CNBC, MSNBC, BBC World and National Public Radio. He is a coauthor of “Marketing Leadership in Hospitality” published by Prentice Hall. Yesawich is a member of the International Society of Hospitality Consultants and serves on the board of directors of the Travel Industry Association of America. Yesawich received three degrees from Cornell, including a doctorate in Applied Psychology, and is a graduate of the Advanced Management Program at Yale. Mr. Yesawich has spoken at many ETC conferences, including 2002, 2003, 2007, 2009, 2011, 2013, and 2015.

Essdras M. Suarez is a Pulitzer Prize winning photographer with almost two decades of experience as a photojournalist. Until October 2014, he was a staff photographer for the Boston Globe. He recently relocated to Alexandria, VA and works as a freelance photographer working for publications like the Washington Post, New York Times, and TIME magazine as well as commercial clients. He is the recipient of several national awards including Headliners, Editors & Publishers, Gerald Loeb Award UCLA Anderson School of Management, American Travel Writers Foundation, to name a few. Suarez teaches photography workshops focused on improving the participant’s ability to better “see” while using their devices or DSLRs to capture the world around them. He is a US Department of State Expert Speaker in Photojournalism for Latin America. In recent years, he has led Road Scholar groups to Cuba and private groups to Africa. He has become a sought-after speaker with appearances in Panama, Costa Rica, Venezuela and Puerto Rico. He has also given presentations to institutions of higher learning such as Boston University, where in 2013 he was an adjunct photojournalism professor, Northeastern University and MIT among many others. Suarez graduated from the University of Florida with a BS in Journalism, specializing in Photojournalism. He received the title of Alumnus of Distinction from the University of Florida in 2010.

Brian Skerry is a photojournalist specializing in marine wildlife and underwater environments. Since 1998, he has been a contract photographer for National Geographic Magazine covering a wide range of subjects and stories. Skerry has also worked on assignment for or had images featured in magazines such as Sports Illustrated, US News and World Report, BBC, Wildlife, GEO, Smithsonian,Esquire, Audubon Men’s Journal. His latest monograph Ocean Soul, released in 2011, has received worldwide acclaim. Skerry frequently lectures on photography and conservation issues having presented at venues such as TED Talks, The National Press Club in Washington, DC, Royal Geographical Society in London and the Sydney Opera House in Australia. He is also a regular guest on programs such as NBC’s TODAY Show, CBS’s Sunday Morning, and ABC’s Good Morning America. In 2010, National Geographic magazine named one of Skerry’s images among their 50 Greatest Photographs Of All Time. In 2012, he was honored with the Peter Benchley Award for excellence in Media. An exhibit of his work, Portraits of Planet Ocean, is currently on display at the Smithsonian National Museum of Natural History in Washington, DC. Mr. Skerry spoke for the first time at the 2014 conference.

Peter Shankman is a bestselling author, entrepreneur, and speaker. He is recognized worldwide for radically new ways of thinking about the Customer Economy, Entrepreneurship, Social Media, PR, marketing and advertising. Shankman is the founder of ShankMinds: Breakthrough, an online entrepreneurial community. His Customer Economy and Corporate clients have included American Express, Sprint, the US Dept. of Defense, United Airlines and many more. Shankman is the author of four books, among them: “Zombie Loyalists: Using Great Service to Create Rabid Fans” and “Nice Companies Finish First: Why Cutthroat Management is Over, and Collaboration is in.” He is a frequent keynote speaker and workshop presenter at conferences and tradeshows worldwide, including South By Southwest, TEDx, Affiliate Summit, BlogWorld and TBEX to name a few. A marketing pundit for several national and international news channels, including Fox News, CNN and MSNBC, Shankman is frequently quoted in major media and trade publications, including The New York Times, The Wall Street Journal, The Associated Press and others. He is a proud graduate of Boston University and lives in New York with his wife and daughter. Shankman was a featured keynote speaker at ETC’s 2017 conference.

Joe Pine is an internationally acclaimed author, speaker and management adviser. A visiting scholar with the Design Lab at MIT, he co-founded Strategic Horizons LLP to help businesses conceive and design new ways of adding value to their economic offerings. Mr. Pine is frequently quoted in such places as Forbes, The New York Times, Wired, Business 2.0, USA Today, Investor’s Business Daily, ABC News, Good Morning America, Fortune, Business Week, and Industry Week. Mr. Pine spoke at the ETC conference in 2005 and 2011.

Richard Olivier is Founding Director of Olivier Mythodrama, a unique leadership development consultancy. Richard has been a leading theatre director for over ten years, and directed Henry V for the opening of Shakespeare’s Globe Theatre in London in 1997. His work today centers on bringing theatre and the arts into the development of authentic leaders. He is the founding voice within Mythodrama, a new form of experiential learning, combining great stories with psychological insights, creative exercises and organizational development techniques. Mr. Olivier spoke at the ETC 2006 conference.

Andrew McCarthy is an editor at large at National Geographic Traveler magazine. He has written for The Atlantic, The New York Times, The Los Angeles Times, The Wall Street Journal, Afar, Bon Appetit, Travel+Leisure, Town & Country, and Men’s Journal, among others. The Society of American Travel Writers named him “Travel Journalist of the Year” in 2010. His travel memoir, The Longest Way Home, became a New York Times bestseller, with the Financial Times of London naming it one of the Best Books of 2012. Despite all this, he is best known as an actor, having appeared in dozens of movies, including such iconic films as Pretty in Pink, St. Elmo’s Fire and Less Than Zero. Mr. McCarthy spoke for the first time at the 2014 conference.

Peter Matthiessen was a world-renowned novelist, naturalist, and environmental activist, and a founder of “The Paris Review.” He was the author of eight novels and many powerful works of nonfiction, most of which appeared in “The New Yorker,” and also the controversial “In the Spirit of Crazy Horse.” Matthiessen was the only writer to win the National Book Award in both fiction for “Shadow Country” and in nonfiction for “The Snow Leopard.” He was the recent recipient of the William Dean Howells Medal awarded by the American Academy of Arts and Letters for “the most distinguished work of fiction in the previous five years.” Mr. Matthiessen spoke at the ETC 2011 conference. Peter passed away April 5th, 2014. He will be dearly missed and fondly remembered.

Richard Louv is a journalist and author of eight books about the connections between family, nature, and community. His next book is “The Nature Principle: Human Restoration and the End of Nature-Deficit Disorder” (May 2011, Algonquin), which offers a new vision of the future, in which our lives are as immersed in nature as they are in technology. “Last Child in the Woods: Saving Our Children From Nature-Deficit Disorder” (Algonquin), translated into 10 languages and published in 15 countries, has stimulated an international conversation about the relationship between children and nature. Louv is also the Chairman and Co-founder of the Children & Nature Network, an organization helping build the movement to connect today’s children and future generations to the natural world. Louv coined the term Nature-Deficit Disorder™ which has become the defining phrase of this important issue. In 2008, he was awarded the Audubon Medal, presented by the National Audubon Society. Among Louv’s numerous awards, he is also the recipient of the Cox Award for 2007, Clemson University’s highest honor, for “sustained achievement in public service” and has been a Clemson visiting professor. Louv has written for “The New York Times,” “The Washington Post,” “The Times of London,” and other major publications. He has appeared on many national TV shows, and served as an advisor both to the Ford Foundation’s Leadership for a Changing World award program and to the National Scientific Council on the Developing Child. He is on the board of directors of ecoAmerica and a member of the Citistates Group. Mr Louv spoke at the ETC 2011 conference.

Dr. Clint Laurent is the founder and chief executive of Global Demographics which has offices in London and Hong Kong and clients in every major market. Dr. Laurent is an experienced advisor to multinational businesses and a speaker at international conferences. He is an analyst of and commentator on global population and socio economic trends and their impact on the world economy. He founded Asian Demographics in 1997 and transformed the organization into Global Demographics in 2006, as its geographical coverage increased. Dr. Laurent moved to Hong Kong in 1976, initially with Hong Kong University and then as a Director of Price Waterhouse, where he built up a market research and consultancy group. Author of Tomorrow’s World (Wiley 2013), Dr. Laurent has a Ph.D. in Marketing and Statistics from Bath University in the UK, and a Master of Business from Victoria University of Wellington, New Zealand. Mr. Laurent spoke for the first time at the 2014 conference.

Pico Iyer is a Distinguished Presidential Fellow at Chapman University, a longtime essayist for Time magazine, and a constant contributor (for more than 20 years now) to The New York Times, The New York Review of Books, Harper’s and dozens of other magazines worldwide. He is also the author of 10 books, from “Video Night in Kathmandu” to “The Man Within My Head,” the fashioner of TED talks and World Economic Forum lunches and the author of film-scripts and Leonard Cohen liner-notes. Born in Oxford, England, to parents from India, he was educated at Eton, Oxford and Harvard and has been based for the past 26 years in rural Japan. Mr. Iyer spoke at ETC 2006, the year of the 20th anniversary of the Conference, and again in Boston for ETC 2015.

Jeff Hoffman is a successful entrepreneur, proven CEO, worldwide motivational speaker, published author, Hollywood film producer, and a producer of a Grammy winning jazz album in 2015. In his career, he has been the founder of multiple startups, he has been the CEO of both public and private companies, and he has served as a senior executive in many capacities. Hoffman has been part of a number of well-known companies, including Priceline.com. uBid.com, CTI, ColorJar, and more. He serves on the global board of directors of Global Entrepreneurship Week, the US State Department’s GIST program, the APEC Startup Initiative, and many others. He is a member of the board of directors of The Unreasonable Group, and he supports the White House, the State Department, the United Nations, and similar organizations internationally on economic growth initiatives and entrepreneurship programs. Hoffman is the author of the book SCALE, a how-to guide for growing your business. He is a featured business expert seen on Fox News, Fox Business, CNN, CNN International, Bloomberg News, CNBC, ABC, and NPR, and in publications including Forbes, Inc., Time, Fast Company, the Wall Street Journal, and more. In 2015, he was honored with the Best of the Best Award from the national CEO association (Collegiate Entrepreneurship Organization) as well as receiving a Lifetime Achievement Award and being inducted into the Entrepreneurs Hall of Fame for his contributions to the field of entrepreneurship. He also received the Champion of Entrepreneurship Award from JP Morgan Chase, Citibank, and Rising Tide Capital, as well as receiving the George Brown Award for International Cooperation. Hoffman spoke at the 2017 conference.

Perry Hewitt is the Chief Digital Officer for Harvard University. She is charged with leading digital strategy for communications and engagement, as well as exploring ways that organizations effect digital transformation. Hewitt drives best practices for new capabilities required by rapid digital, mobile and social changes, and attracts leaders and builds teams who can bring these capabilities to fruition. She is an established leader in digital strategy and marketing communications, with deep experience in the corporate and not-for-profit sectors. Hewitt advises, writes and speaks on topics including digital transformation, marketing and content strategy, user experience, mobile, women and leadership, and the social web. Hewitt has held significant marketing, editorial, and client services roles at firms including Crimson Hexagon, Razorfish, Harcourt, and Lotus Development Corporation. She has been a consultant to major media companies for online product development, and began her career in publishing at the Houghton Mifflin Company. She was a winner of a 2013 “50 on Fire” award for inventors, disrupters, luminaries, and newsmakers in Boston, and her digital work has won Webby, CASE, MITX Interactive and Innovation, and UCDA Awards. Hewitt holds an A.B. from Harvard University in Russian and Soviet Studies.

John Hendricks is the Founder and Chairman of Discovery Communications, the parent company of the Discovery Channel. Before launching Discovery Channel in 1985, Hendricks founded and served as president of the American Association of University Consultants (AAUC), a private consulting organization that specialized in television distribution, marketing, and fundraising for educational programs and services. Hendricks has been honored with a Primetime Emmy Award and with the Academy of Television Arts & Sciences’ highest honor, the Governors’ Award, for conceiving the TLC series, Great Books. Hendricks has also been recognized as the first corporate leader to receive the National Education Association’s Friend of Education award for “innovations in education and technology and greatly expanding educational opportunity for America’s schoolchildren.” Hendricks serves on the board of directors of a number of non-profit organizations including the National Forest Foundation and the United States Olympic Committee. Hendricks also serves on the Advisory Board of Lowell Observatory and the University of Maryland Foundation Board of Trustees. Most recently Hendricks serves as the Founder and Chairman of Experius, an innovative new enterprise designed to provide exceptional educational and recreational experiences to individuals who possess a lifelong curiosity about the world. Hendricks’ commitment to experience-based learning comes to life in May 2010 with the opening of Experius Academy, based at Gateway Canyons Resort in the red rock canyons of western Colorado. Mr. Hendricks spoke at the ETC 2011 conference.

Jack Hanna explores the corners of the globe as one of the most respected animal ambassadors. His enthusiasm and “hands-on” approach to wildlife conservation has won him widespread acclaim as a conservationist, television personality, author and Director Emeritus of the Columbus Zoo and the Wilds. Beginning in 1993, Jack Hanna’s Animal Adventures ran for ten years and is still currently in syndication. 2007 saw the launch of a new TV series, Jack Hanna’s Into the Wild. Just one year after its launch, Into the Wild received an Emmy Award for Outstanding Children’s Series. Hanna’s third TV venture was launched on ABC in September 2011. Entitled Jack Hanna’s Wild Countdowns, the episodes showcase some of his favorite experiences with the world’s rarest, most endearing and fascinating animals. Although the press of media appearances persuaded Hanna to relinquish his fourteen-year directorship of the Columbus Zoo in 1992, he then became Director Emeritus, a position he still enjoys today. Mr. Hanna spoke at the ETC 2012 conference.

Peter Greenberg is the nation’s preeminent expert on travel and travel-related issues and an Emmy award-winning writer, investigative reporter, and producer with more than 11 million miles of direct experience under his belt, covering thousands of stories in hundreds of countries around the globe. He is Travel Editor for CBS News, appearing on The Early Show and across many CBS broadcast platforms. His nationally syndicated radio show, Peter Greenberg Worldwide, is broadcast each week from a different remote location around the world. He is heard on more than 150 stations, Sirius/XM radio and Armed Forces Radio. Greenberg’s other current titles include Travel Editor at Large for “AARP,” Contributing Editor for “Men’s Health” magazine, and contributor to “Parade,” ForbesTraveler.com, and MSN.com. He has been a featured guest on The Oprah Winfrey Show, The View, Late Night with Conan O’Brien, Dr. Phil, and Larry King Live. Greenberg is the author of “The New York Times” best-selling Travel Detective series. His latest book, “Tough Times, Great Travels,” offers his expert advice and insight on how to travel efficiently–and well–during difficult economic times. His website, PeterGreenberg.com, is one of the fastest-growing travel news sites in America. When he’s not working, Greenberg trains six times each year in state-of-the-art aircraft simulators, and he remains active as a volunteer fireman in New York. He lives in New York, Los Angeles, Bangkok, and most major airports around the world. Mr. Greenberg has spoken at many ETC conferences, including 2001, 2002, 2005 – 2010, and 2014.

Wade Davis is Professor of Anthropology and the BC Leadership Chair in Cultures and Ecosystems at Risk at the University of British Columbia. Between 1999 and 2013 he served as Explorer-in-Residence at the National Geographic Society and is currently a member of the NGS Explorers Council. Davis is an author of 17 books, including The Serpent and the Rainbow, One River, The Wayfinders and The Sacred Headwaters. His latest book, Into the Silence, received the 2012 Samuel Johnson prize, the top award for literary nonfiction in the English language. His many film credits include Light at the Edge of the World, an eight-hour documentary series written and produced for the National Geographic. Davis is the recipient of 11 honorary degrees, as well as the 2009 Gold Medal from the Royal Canadian Geographical Society for his contributions to anthropology and conservation, the 2011 Explorers Medal, the highest award of the Explorers Club, the 2012 David Fairchild Medal for botanical exploration, and the 2013 Ness Medal for geography education from the Royal Geographical Society. He holds degrees in anthropology and biology and received his Ph.D. in ethnobotany, all from Harvard University.

Jean Bouffard left Tourisme Québec after 35 years of service, and five years ago joined Adventure Canada, a Toronto-based tour operator specializing in cultural and natural history, namely small ship expedition cruises. Active in the industry since college, he covered most aspects of tourism development and promotion. Starting as a tour director in Western Europe, he spent several years in New York City as director of tourism for the Government of Québec. He also taught at the Management School of Université du Québec à Montréal and at LaSalle College. In his later years at Tourisme Québec, he acted as their senior advisor for market strategy for the US and Canadian markets, and coordinated the operations of their field offices in both countries. Bouffard was recognized by the Educational Travel Consortium for his contribution to the advancement of learning and enrichment travel within the US travel trade and the Canadian tourism industry. He also acted as the meeting chairman for the National Tour Association yearly operators meeting in Quebec City in 2016.  He is a member of the International Council of Monuments and Sites, the National Trust for Canada, Héritage Montreal and Action Patrimoine. Mid-career fellow at the School of Foreign Service of Georgetown University (Washington DC), he is particularly interested in cultural history and global issues. www.adventurecanada.com

Jim Friedlander is the president of Arrangements Abroad, which he joined 19 years ago to direct and manage all facets of the company. After graduating from Wesleyan University he began his career as a loan officer in the International Banking Group of the Irving Trust Company. After receiving his M.B.A. in marketing and finance from Columbia University, he spent more than 10 years assisting companies that were experiencing significant financial or operational problems. This past year Friedlander has traveled widely to Cuba, Norway, Russia, Finland, Panama, Columbia, Italy, France and Cuba either accompanying groups and/or researching new programs. Recently, he founded and serves as president of the Havana Heritage Foundation, a non-profit dedicated to protecting and preserving the architectural and cultural heritage of Havana. He also serves on the US Advisory Board of Taj Hotels and Resorts as well as Books & Authors, Inc. Friedlander has served as one of the trainers in the annual ETC Jumpstart Seminar for many years, in addition to developing the programming for new DOS attendees. He is married to Liz Irwin who serves as the Firm’s General Counsel and advocates for women’s rights as a representative to the United Nations. Together, they have 2 adult children. Friedlander served on the EAC representing the interests of the U.S. Tour Operator constituents, with a focus on art and culturally-based travel and is currently an ETC Emeritus Council Member. www.arrangementsabroad.com

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“Each year, though I should know better by now, I am surprised anew by the amount of information presented at the conference, and by the fact that it is attended by dozens of educational institutions offering travel programs. This conference is, every year, an incredible achievement. This is the only professional development conference I attend. It has everything I need in one place and is always presented by experts in whatever information I’m seeking—marketing, legal issues, travel trends, finding capable travel providers. This conference is INVALUABLE to me.”

Non-Profits in Travel: Issues, Concerns and Opportunities in Alumni and Museum Study Travel

Non-Profits in Travel: Issues, Concerns and Opportunities in Alumni and Museum Study Travel

Make an impression with this opportunity to spotlight your organization for an evening that will be long remembered. The Community Dinner is heavily attended by delegates and valued as one of the best venues for networking. Traditionally held off site, this sponsorship offers an experience at an outstanding local venue with superb food, drinks, and entertainment.

Showcase your name in lights and significantly heighten your brand recognition and visibility every day of the Conference! This bold and sustained visual promotional medium reaches 100% of delegates over the course of the full Conference, plus throughout the year online as Sponsor(s) company logo is showcased on the ETC member site linking to the MP3 downloads of Conference session recordings.

Dominate the Conference’s prime print piece by supporting the highly coveted resource guide – the Conference Resource Directory (CRD). This hard copy guide lists the contact information of all delegates and is a broad reaching medium viewed by 100% of the Conference delegation. Ensuring visibility throughout the year, the e-version is published post-conference with all attendance updates.

This signature venue provides sustained visibility with exclusive branding at all refreshment breaks. The location of the refreshments is in a heavily trafficked area in the International Bazaar delivering prime exposure for Sponsor(s).

Secure sustained exposure by hosting the refreshments for these two well-segmented and most popular conference forums.Designed in collaboration with ETC’s most seasoned leaders and industry’s expert presenters, these Forums provide some of the most in-depth and hands-on professional development discussions and networking annually.

A key navigational tool for delegates, this promotional medium provides maximum print exposure throughout the conference. The BiZ Passport and Mini-Agenda is a double-sided booklet featuring the company location for all International Bazaar exhibitors and an abbreviated conference agenda for quick reference. Delegates keep the BiZ Passport easily accessible in their conference badge holder.

Receive exclusive time in front of the Conference assembly. Benefit from one of the most prominent Sponsor(s) recognition opportunities during the most heavily attended educational sessions of the Conference. Sponsor one of five plenary sessions (AKA BOLD Talks) at the Conference and directly support the advancement of professional education at the conference.

Benefit from targeted marketing exposure to Travel Planners at the pre-conference Jumpstart Seminar and throughout the year with the online Jumpstart training material on the Travel Planner dashboards. Showcase your corporate support of Travel Planner professional development by helping deliver this important conference seminar — a critical and comprehensive resource for Travel Planners.

Sustained visual and prominent print exposure throughout the conference with customized branding and messaging on the official Conference badges. Your image or logo is printed on every name badge to provide daily contact with your brand.

J. Mara DelliPriscoli, President, Travel Learning Connections, Inc., is the founder and architect of the Educational Travel Consortium (formerly Nonprofits in Travel Conference). Her vision from inception over 33 years ago was to facilitate the growth of a vibrantcommunity of like-minded colleagues to converge at an annual “happening”—a travel think tank—to deal with current challenges and future opportunities in affinity and educational travel. Once technology had sufficiently advanced in post 2000, she progressively launched the Educational Travel Community online. Within ETC’s annual conference and online platform, she has facilitated the growth of strategic business partnerships and business-to-business nonprofit-for profit networking of those in the field of alumni, museum, conservation and affinity group travel. With over 35 years of experience in the tourism industry, Mara has worked directly within most sectors of the travel industry, including tourism marketing, tour sales, development and management, hotel operations, transportation, and tourism research for diverse consulting firms. Mara lectures, writes, photographs and works with cultural, community and conservation tourism development projects in the US and abroad. She consults in the field of educational and special interest tourism development for a variety of US and international organizations authoring country specific reports. Mara has always had a passion for exploration, blue water sailing, languages, folk dance, photography and equestrian pursuits.  For the past decade she has pursued advanced technical training and field work in Photojournalism.  Mara holds an M. Ed in Tourism with a minor in marketing from the George Washington University, and a B.A. from Barnard College, Columbia University with a major in European history and a minor in three languages with her freshman year conducted at the College Year in Athens, Greece. Having spent a great deal of her professional life in the Washington, D.C. area, she is a native New Englander which explains her love of the sea and adventure including three years of live aboard sailing and logging thousands of nautical miles to South America. Mara has been based in St. Ignatius, Montana for 25+ years. She still travels extensively globally and has visited 88+ countries.

Interview- Setting Sail 25 Years Ago

The Domestic Travel Conundrum
Establishing a Relationship with a New Operator
Institutional Branding

Down and Dirty of Domestic Travel
Engaging and Fundraising: Can It Be a Marriage Made in Heaven?
What’s Hot — NACZ
As Time Goes By: The Art of Pre- and Post- Tour Communications
2015 Botswana with Photos

Lead Trainer:

Martin Ludwig, Director of Travel, Georgia Tech Alumni Association

Trainers:

Mary Ann Hunt, Assistant Director, Dartmouth Alumni Travel, Dartmouth College, Office of Alumni Relations
Aiza Keesey, Development Officer, The Metropolitan Museum of Art
Bobbi Collins, Director, Membership and Business Operations, U.S. Naval Academy Alumni Association

PowerPoint Presentation:

The What, Why, and How of Educational Travel

PDF of Powerpoint Presintaion:

The What, Why, and How of Educational Travel

Lead Trainer:

Pauline Ranieri, Director, UW Alumni Tours, University of Washington Alumni Association

Trainers:

Aleks Matic, Associate Director of Member Travel, Art Institute of Chicago
Melissa Gresh, Director of Alumni Travel Program, MIT Alumni Association
Kris Jameyson, Cal Discoveries Travel, Cal Alumni Association
Dan Stypa, Associate Director of Alumni Engagement, Association of Rice Alumni, Rice University

PowerPoint Presentation:

The Nuts and Bolts of Educational Travel

PDF of Powerpoint Presintaion:

The Nuts and Bolts of Educational Travel

Lead Trainer:

Pauline Ranieri, Director, UW Alumni Tours, University of Washington Alumni Association

Trainers:

Joseph Small, President, AHI Travel
James Gallagher, President, USI Travel Insurance Services
Rodney Gould, Attorney, Rubin, Hay & Gould, P.C.

PowerPoint Presentation:

Risk Management

PDF of Powerpoint Presintaion:

Risk Management

Lead Trainer:

Martin Ludwig, Director of Travel, Georgia Tech Alumni Association

Trainers:

Jennifer Bohac, Director – Travel Programs, Association of Former Students, Texas A&M University
Scott Gerloff, CEO/President Heritage Travel, LLC, National Trust for Historic Preservation
Lisa Hill, Travel and Special Programs Manager, Santa Barbara Museum of Art

PowerPoint Presentation:

Marketing: Your Travel Program and Your Tours

PDF of Powerpoint Presintaion:

Marketing: Your Travel Program and Your Tours

Lead Trainer:

Pauline Ranieri, Director, UW Alumni Tours, University of Washington Alumni Association

Trainers:

Janet Moore, Owner, Distant Horizons
Lauren Summers, Director of Marketing, North America, Visit Wales
Gina Carmo, Director, Inspire Travel, Rio de Janeiro, Brazil

PowerPoint Presentation:

How the Travel Industry Works for You

PDF of Powerpoint Presintaion:

How the Travel Industry Works for You

Organizing Your Travel Data

Questions to consider when determining how to organize your travel data

• How should I organize my passenger and tour information?
• How should I organize my financial and budgetary information?

This tracking will play a big role in your own tracking, will help make future planning easier and clearer, and will support you in the event that you are asked to justify your program (covered in section #8).

Reservations

Customarily, Travel Program staff track reservations, by trip, based on either a fiscal year or a calendar year. Further, you can track reservations month by month in order to measure against the following year’s progress; and some track the flow of reservations received, related to when brochures drop, to understand booking trends. Also, tracking confirmed reservations against the allotment given to you by the tour operator will help you for future planning and to negotiate for more space in the future if you met or exceeded the allotted space you were given.

Demographics

It is important to understand your audience, so when you have accumulated reservations for numerous trips, do an analysis of who has opted in—those who have confirmed reservations and those who have expressed interest only—and continue to analyze and review this information as your constituency grows in order to better understand your demographic.

Keeping Track

Many in the industry use a travel program database, Excel, or Filemaker to manage this information.

Financials

It is important to draft budget projections for the year including trip by trip expenses and revenue as well as any overhead costs to run the program.

Some helpful documents

• UWash – Reservation summary report
• UWash – TravelBudget_manual update
• MIT – Financial History for ETC

Risk Management: Documentation and Emergency Planning

Legal Documents and Agreements

Now that you have chosen the trips you would like to offer, what documents might you need to formally create a partnership with a tour operator? Below are examples. Institutions label these documents differently but the overall documents usually share the same information.

• Tour Operator Agreements – This is a contract between the tour operator and the institution sponsoring the trip. These are legal agreements that clearly explain the partnership expectations between both partners when planning a tour. Some institutions have formal retainer agreements in place that spell out the general terms, expectations, and legal framework of the working relationship with specific addendum contracts for each individual trip that lay out the details (allotments, pricing, etc) pursuant to only that trip. Examples: Cal – ETC tour operator manual, Cal – Tour information form, Sample Contract.
• Mailing List Agreements (sometimes included in the tour operator agreements) – Many tours are marketed via direct mail. The tour operator (or its mailing house) is supplied a mailing list from the sponsoring institution. These agreements explicitly explain what a tour operator can and cannot do with these mailing lists. This signed agreement is important for the confidentiality of your alumni / constituents’ information. These agreements do not need to be separate and can be part of your tour operator agreement.
• Institutional Disclaimer or Tour Operator terms and conditions – The Institutional Disclaimer is printed on the brochure or on a web site. The institution’s wording is usually created with input from the institution’s risk management office or legal counsel. The tour operator will also have general terms and conditions. Planners can opt to add their institution as part of the operator’s terms, rather than create their own. Cal – 2017 terms and conditions
• Passenger Release Forms – These forms are completed by the passengers before departure. They are important both for liability reasons and to alert a travel planner to any potential traveler issues that could be addressed before departure. Many planners do not generate their own release form; most tour operators send these out to the trip participants. What legal and medical documents are necessary for passengers to complete and sign? Examples: Sierra – individual waiver

Emergency Response and Communications Plans

• On-site emergency plans – As part of vetting a tour operator, be sure they have an up to date emergency plan in place and ask to have a copy. Their home office staff and trip leaders should be part of this plan.
• Institutional emergency response plans – Does your travel program have an emergency/communication plan? Does it clearly define what an emergency is? Does it tell your host / faculty how to implement the plan? Does it provide contact information for both resources on the ground and at the home institution? Does your institution have an emergency plan? Can you learn from that or work from that plan? Examples: Sierra – safety plan, Emergency Plan
• On-site emergency forms – Used on site to record what transpired, including all contact information for staff, times/dates, who was present, and the outcome. Examples: Sierra – emergency response card, Mass Casualty Form, Medical Report Form

Please note, other forms for this section are forthcoming!!

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Justifying Your Travel Program

Whether you have twenty years of data or just a few years of data, showing your travel program’s institutional worth is important. Though it may seem overwhelming, the data you need may be as simple as a data pull from your database and then cataloging the information. Having this information readily available is an easy way to explain the benefits of the travel program to your manager, a trustee or the institution’s president.

Measures for Success

Depending on what your institution values, there may be many data points to consider. This is a sample of what could be measured and documented year by year, and at the ready to show higher-ups:

• Number of engaged; participation numbers (could also include those who have simply raised their hands as being interested – keep track of those who have inquired!)
• Number of people who have traveled with a study leader.
• Percentage of repeat travelers.
• Percentage increase from year to year in overall participation.
• Percentage of travelers who have given to your institution (and we hope it is a more favorable figure than the total percentage of donors).
• Percentage of travelers whose only activity is the travel program and who have not participated in other institution events.

If you compare your constituency to the whole and find that your travelers’ overall behavior with your institution is favorable, that is a win. Also, think about how your colleagues measure success within their programs (other events staff or fund raisers) and mirror their measurement practices as appropriate.

See some ways in which institutions have justified their program

• MIT – Annual demographic
• Rice – Summary of Travelers Engagement Report

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Marketing

Questions to consider when developing your marketing plan

• Many tour companies create and mail a direct mail piece, anywhere from 5K to 18K pieces per trip, per institution. You will provide the mailing list for them. Have you segmented your database and know the size of your community? How can your database be better segmented for marketing purposes?
• What marketing efforts can you undertake based on resources available?
• What electronic resources are at your disposal that will reach your target audience? Can you create a travel program Facebook page? Can you get real estate on an institutional page? (ie. Alumni Association)
• How many times a year / month can you email past travelers, potential travelers and/or the whole database? Have you accessed Google Analytics to review the success of an email blast? Can you create a plan from the information garnered from Google Analytics to further market a tour?
• Have you surveyed your passengers to know how they found out about the tour and use this information for future marketing initiatives?
• In-person marketing can be effective. Will you offer a past traveler gathering / reception?
• How can you engage your institutional community to help market the travel program and tours?

Resource of marketing ideas

• Brown – Travelers_Ad
• UWash – marketing calendar
• UWash – Tour Promotion Schedule
• Duke – Smugmug Photoshare Email
• Philadelphia Zoo – Inquiry response letter
• Philadelphia Zoo – Travel Interest Survey

Host / Faculty Interactions

If you are working with faculty and staff hosts, here are some items for consideration

• How do I communicate to these two different constituencies, pre and post tour?
• How are their obligations different while on a tour?
• Do I have a faculty member / institutional representative that may serve as a faculty lecturer? What is their area of expertise? Where may they like to travel? What connections may they have that would help create a unique itinerary?
• What expenses does my Travel Program cover for traveling faculty? Can faculty bring a guest? Does your institution have protocol for this type of expense? Will your faculty be paid/or not?
• What expenses are covered for a staff host? What are your guidelines for who is invited to host a trip?

Some Travel Planners use these types of documents

• Lecturer Agreement Form – A form that is given to lecturers before formally being enrolled on the trip. It clearly states the lecturer’s responsibilities while on tour and asks them to sign the agreement.
• Staff Host Manual – These documents clearly outline expectations and details of the trip for a staff host.
• Faculty Host Manual – These documents clearly outline expectations and details of the trip for a faculty lecturer. Please note differences between the host and faculty manuals.

Lecturer agreement:

• Rice – Agreement Lecturer
• Cal – Lecturer Agreement

Staff host manual:

• Rice – Agreement host
• Philadelphia Zoo – Host manual for post-trip

Faculty host manual:

• Cal – Lecturer handbook
• Duke – Faculty Agreement
• Duke – Faculty and Host Selection Process
• Philadelphia Zoo – Medical report form
• Philadelphia Zoo – Orientation set up

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Communication with Confirmed Passengers

Questions to consider when developing your communications strategy with passengers

• Who is my audience and would online communication a good option?
• How can I engage my passengers beyond the trip?
• What can I learn from passengers and their trip feedback to help with future trip planning?

Here are some typical types of communication that is sent out from the planners

• Initial Confirmation Letter
• Letter of introduction from the faculty leader, if applicable. Recommended reading list, if applicable. Articles and other items of interest related to the trip, if applicable. Final Farewell Mailing
• Welcome Home Letter and Tour Survey

Confirmation letter sample

BROWN – Insurance Letter

Evaluations

• Philadelphia Zoo – Evaluation for Multi day trip
• Philadelphia Zoo – Host Evaluation Form
• Philadelphia Zoo – Passenger info form

Creating an Annual Trip Calendar

Questions to consider when developing your annual calendar

• What times of the year do I want my trips to depart? Ensure that your trips are planned throughout the year and not in conflict with other important dates for your institution or potential traveler base.
• How do I best organize my tours while I am planning my yearly calendar?
• Are there areas of the world which the travel program has not traveled for a period of time, but proved to be successful in the past?
• What destinations are trending? What are colleagues from like-institutions offering?
• Consider seasons, weather, and optimal times. Ask your tour operator and do research on optimal times to visit a location. Sometimes off-season touring may help your trip, depending on the content of the trip itself. Sometimes you may want your group to visit during a festival or another sort of occasion.
• Do you work and report out on activity from a fiscal year, or a calendar year? How might that affect your planning?
• Does your mission statement include revenue as a goal? …participation numbers? Whatever the main focus of your program, ensure that the planned trips help you reach your goals.

Calendar planning document

• UWash – Annual planning Doc
• MIT – Calendar Year Trip Planning

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JUMPSTART

This Jumpstart manual contains documents generously shared by fellow travel planners. The aim is twofold:

• Help new travel planners begin a travel program and/or resurrect a dormant program
• Serve as a resource for veteran travel planners who may want to update their program’s materials

Each subject heading is accompanied by a series of questions. These questions are posed so the travel planner can better understand the processes inherent in creating or maintaining a program.

If you have any questions or would like to add materials to this manual, please contact Abby Jansen Busdeker at abby@educationaltravel.travel.

CONFIDENTIALITY: The Jumpstart Manual – and all parts therein – are made available only to current ETC members that are travel planners. Members are respectively asked not to share the manual – or forward documents to any other non-ETC member other than their internal institutional team. To do otherwise would quickly undermine the ability to sustainably provide this invaluable resource online for members as well as the commitment to contributors that this information be accessible to travel planner ETC members only.

If a travel planner wants access to the Jumpstart information they can easily become an ETC member for a modest fee which helps defray, but not cover, the extensive hours required to update Jumpstart materials, administrate the online tutorials and post and host both online annually.

Thank you!

A special thanks to these institutions for contributing to the manual. As the community’s culture is open sharing, please use these documents as inspiration for your program but please ensure your documents reflect your institution’s brand.

Brown University
CAL Berkeley
MIT
Philadelphia Zoo
Rice University
Sierra Club
University of Washington

JUMPSTART Table of Contents

1. Creating Your Mission Statement
2. A Day in the Life of a Travel Planner
3. Choosing Tour Operators
4. Creating an Annual Trip Calendar
5. Organizing your Travel Data
6. Communication with Confirmed Passengers
7. Host / Faculty Interactions
8. Marketing
9. Justifying your Travel Program
10. Risk Management: Documentation and Emergency Planning

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Creating Your Mission Statement

Questions to consider when developing your mission:

• Are you a revenue based travel program with an educational mission?
• Are you strictly building relationships through the educational travel program?
• Are you cultivating relationships but also teaming with development to continue cultivation?
• How does the travel program highlight University / Institutional goals and strategic missions?
• Is a priority to connect alumni, faculty, and/or staff in a more intimate way?
• Is a priority engaging international alumni with the travel program?

Resources:

• 7 Reasons Why Your Travel Program Needs a Clear, Written Mission Statement
• Source: The Growth Coach Houston
• 5 Tips for a Useful Mission Statement
• Source: INC

What Does Your Company Really Do?

Examples of Travel Program Mission Statements

A Day in the Life of a Planner

Travel planners need to be adept at juggling many tasks and planning well in advance. Two main tracks of planning efforts need to take place at one time: planning a year’s worth of trips for the future and planning efforts for each individual trip, leading up to departure. From there, sub-tracks of planning also need to be established to support your overall effort, including planning for marketing, confirming faculty hosts, budgeting etc. Here are some questions for consideration and below are some helpful documents:

1. Does your office plan by fiscal year? How would this affect your trip planning, while ensuring that your trip line-up looks right to your members/customers?
2. How much lead time do you want to have to marketing a trip prior to the departure? And prior to that, how much time is needed to plan the trip?
3. What sort of communication will be sent from your office prior to departure? Will you communicate once? Twice? More? What can your office sustain?
4. Are you going to work in a post-trip communication with recent travelers?
5. Do you have a general annual communication?
6. How can you streamline trip preparation with travelers and the tour operator, customer communications, program data gathering, trip inspections?

Here are some useful planning documents

• Rice – Trip Flowchart
• Rice – Reservation Flowchart
• Rice – Ship inspections
• Rice – Faculty & Host Selection process
• MIT Pre-Trip meeting questions

Choosing Tour Operators

Questions to consider before committing to a tour operator

• How many total trips should the travel program offer? As a new program, consider the staff resources available for the travel program and the time commitment for each trip added. Each additional trip adds additional phone calls from potential travelers, additional marketing efforts, additional passenger mailings and passenger follow-up. If the institution sends a host, there is also host preparation.
• How many tour operators can the travel program manage and effectively work with? The more partners you have, the more time and resources it takes to implement your yearly calendar. Too few, and you run the “all your eggs in one basket” risks.
• Do I need tour operators who specialize in a certain kind of travel or in a certain destination?
• Which operators provide the right price point for my program? What overall pricing strategy will work best to achieve my mission? Are my trips at different price points to reach different audiences? Do I have a consistent range of prices to signal a certain type of product that travelers can expect from our program?
• Have I vetted the tour operator to ensure they are a good partner for my institution? Are they willing to sign the institution’s contract? Will they name the institution as additional insured on their professional liability insurance? Do they have an emergency plan in place? What is their contingency planning?

Helpful document / vetting a new tour operator

Philadelphia Zoo – Criteria for tour operators

Delivered at the Annual Conference 2018

Audio Recordings:

• Intensive: Expecting the Unexpected: Dealing with potential problems before they become an emergency or legal issue
• Understanding Safety Management Plans: No longer an option, but an imperative

Session Handouts:

Understanding Safety Management Plans: No longer an option, but an imperative and related document: Sample Safety Management Plan

Delivered at the Annual Conference 2017

Deliver at the Annual Conference 2016

Sunday, February 12

Monday, February 13

Tuesday, February 14

Wednessday, February 15

Tuesday, February 6

Wednesday, February 7

Thursday, February 8

Tuesday, January 29

Wednesday, January 30

Monday, January 28

Tuesday, January 29

Wednesday, January 30

Thursday, January 31

Sunday, February 12

Monday, February 13

Tuesday, February 14

Wednessday, February 15

Monday, February 5

Tuesday, February 6

Wednesday, February 7

Thursday, February 8

Check out the Lima Tourist Guide!

Check out this pamphlet about Peru!

How to discover a country through its gastronomy!

Check out this brochure about some of the amazing birds of Peru!

Check out some of the luxury experiences in Peru

Alicia Stevens is a PhD candidate and Gates/Cambridge Scholar in the Department of Archaeology at the University of Cambridge in the UK, researching the heritage of colonialism and authoritarianism in Myanmar. She is also a recipient of the National Geographic Explorers grant to look at the effects of climate change on the cultural heritage of coastal communities in Southeast Asia. Prior to Cambridge, she was director of global programs at Columbia University in New York City, and director of AMNH Expeditions at the American Museum of Natural History, where she was also senior advisor for global business development (traveling exhibitions and capital projects). Ms. Stevens spent her early career at the Smithsonian Institution as an international seminar coordinator and at the Chief Executives Organization as director of education. Her work has taken her to more than 120 countries and she has consulted on cultural heritage and educational tourism for the countries of Nepal, Mongolia, El Salvador, and the Philippines, as well as for the World Bank, the United Nations, and The Today Show. She has served as a judge for the sustainable tourism award programs of both the Smithsonian Institution and National Geographic. She is a member of the Board of Directors of the Explorers Club and the Educational Travel Consortium (both Emeritus) and is a member of the Oxford and Cambridge Club in London.  Ms. Stevens holds an M.Phil. in Archaeology from the University of Cambridge, an M.S. in Communications from Columbia University, and a B.A. from the University of Michigan.

Bethany Morris, Leading Member Engagement, Resources & Communication,  joined the team in 2014 with a broad professional background including association management, digital marketing, website content management, membership support, and event planning. Bethany’s past roles include Proposal Coordinator for a nation-wide environmental remediation company, Director of Member Services for an international non-profit organization, and Communication Consultant for a variety of clients.  She volunteers extensively in her community and has served on the Boards of state and regional wildlife conservation organizations in the positions of Treasurer, Secretary, and Vice President. Currently, she volunteers her labor at a local farm, assists at the neighborhood elementary school, and organizes a civil discourse round table.  Bethany enjoys cooking, traveling, reading, and anything that allows her to be outside in her beautiful home state. For questions about your membership, Contact Bethany.

Lisa Douma, Leading Member Service & Finances, has served as the ETC Community since 2003. If you have attended the ETC conference you have met and talked with Lisa as she handles all the registration correspondence and payment questions pre/on site and post conference. At ETC 2013 the community paid tribute to Lisa’s ten-year run as the Registrar par excellence! She is also a mother of four who take up the rest of her time. Once in a while Lisa does find time for hiking in the beautiful Mission Mountains with trail-heads literally outside the back twenty of the TLC main offices. A native Montanan, Lisa lives in the beautiful Mission Valley Charlo, MT on the Flathead Reservation. For questions about your registration and payment, Contact Lisa.

Carole Erickson, Conference Director and Partner Liaison, has served the ETC Community since 2005.  She enjoyed a 40-year career as a healthcare administrator, professional market/development director, customer service consultant and meeting planner. After retiring from full-time administration management in 2003, she now has her own consulting business providing internal organization assessments, customer service training and all aspects of conference development and management.  Appointed by three Montana Governors, Carole served on several medical licensing boards and was the recipient of a national award for outstanding service and leadership to the field of medical regulation from the Federation of State Medical Boards in 2017. Carole is a fifth-generation Montanan and enjoys traveling with her husband and spending time with family and friends. For questions about sponsorship or partner benefits, Contact Carole.

Abby Jansen Busdeker, Leading Special Projects, joined ETC in 2013 as Program Planner. With extensive experience in the educational travel market, she was thrilled to return to the educational travel community. Abby formerly managed the daily operations of the Northwestern University Alumni Travel Program for six years. During her tenure, she traveled to six continents and hosted more than 250 passengers. A highlight of her time at Northwestern was serving on the ETC advisory council. Prior to working at Northwestern University, Abby worked at CDW Incorporated as a sales account manager. She received an M.A. in liberal studies from Northwestern and a B.A. in history from Miami University. A native of Ohio, Abby currently resides in Cincinnati with her husband and three children.

Peter Yesawich biannually returns to ETC with his latest appearance as a keynoter at ETC 2015. Along with Stowe Shoemaker and Robert C. Lewis,  he is the co-author of Marketing Leadership in Hospitality and Tourism: Strategies and Tactics for Competitive Advantage now in its 4th edition.

MMGY Global

2013 Portrait of American Travelers

Marketing Leadership in Hospitality and Tourism sold here!

Lois Geller, returning keynote speaker for ETC 2013, shares the latest direct marketing tips and techniques in the age of the Internet.

Blog, archives, and tips
Forbes

Response sold here!
Customers for Keeps sold here!
Direct Marketing Techniques sold here!

Art Markman is the Annabel Irion Worsham Centennial Professor of Psychology and Marketing at the University of Texas at Austin and Founding Director of the Program in the Human Dimensions of Organizations.  Art has written over 150 papers on topics including reasoning, decision making, and motivation.  He brings insights from cognitive science to a broader audience through his blogs at Psychology Today, Fast Company, and Inc and his radio show/podcast Two Guys on Your Head produced by KUT radio, the NPR affiliate in Austin.  Art has written several books including Smart Thinking, Smart Change, and Habits of Leadership.  His latest book, written with his podcast co-host Bob Duke is called Brain Briefs.

Smart Change sold here!
Brain Briefs sold here!

Peter Greenberg is the nation’s preeminent expert on travel and travel-related issues and an Emmy award-winning writer, investigative reporter, and producer with more than 11 million miles of direct experience under his belt, covering thousands of stories in hundreds of countries around the globe. His newest book, The Best Places for Everything: The Ultimate Insider’s Guide to the Greatest Experiences Around the World is the definitive guide for thrill-seekers and armchair travelers alike. No matter what’s on readers’ wish lists, they will always end up in the perfect spot.

The Travel Detective

The Best Places for Everything sold here!

Lee Cockerell, one of our best-received keynote speakers at ETC 2012, has published The Customer Rules. This follows his first book, Creating Magic.

The Customer Rules sold here!
Creating Magic sold here!
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Andrew McCarthy is an editor at large at National Geographic Travelermagazine. He has written for The Atlantic, The New York Times, The Los Angeles Times, The Wall Street Journal, Afar, Bon Appetit, Town & Country, and Men’s Journal, among others. The Society of American Travel Writers named him “Travel Journalist of the Year” in 2010.  His travel memoir, The Longest Way Home, became a New York Times bestseller, with the Financial Times of London naming it one of the Best Books of 2012. Though he ventures from the treacherous slopes of Mt. Kilimanjaro to an Amazonian riverboat and the dense Costa Rican rain forests, McCarthy’s real journey is one of the spirit.

More of Andrew McCarthy’s writing to enjoy.

David Meerman Scott‘s The New rules of Marketing & PR, is now available in 25 languages. A prolific author, marketing strategist, advisor to emerging companies, and professional speaker on marketing, social media and leadership topics, Scott devoted his ETC 2013 keynote presentation to what he has laid forth in this book.

DavidMeermanScott.com

Meerman Scott Downloads

The New Rules of Marketing PR sold here!

Don George is currently Editor at Large for National Geographic Traveler.  National Geographic has called Don George “a legendary travel writer and editor.” George has been Travel Editor for the San Francisco Examiner and Salon.com, and Global Travel Editor for Lonely Planet. He has visited more than ninety countries on six continents, has published hundreds of articles in dozens of magazines and newspapers around the world, and regularly speaks, teaches, and consults at conferences, campuses, and companies from San Francisco to Singapore to London. George’s most recent book is the highly acclaimed The Way of Wanderlust: The Best Travel Writing of Don George.  He has been exploring new frontiers as an author, editor, and adventurer for almost four decades, and is also an acclaimed teacher, speaker, and tour leader. He has received dozens of awards for his writing and editing, including twelve Lowell Thomas Awards from the Society of American Travel Writers. He is a highly sought-after speaker, workshop leader, and consultant nationally and internationally on travel and social media. George is co-founder and host of the award-winning San Francisco-based reading series Weekday Wanderlust, and co-founder and chairman of the celebrated Book Passage Travel Writers & Photographers Conference. He is a graduate of Princeton University and the Hollins College graduate program in creative writing.

The Way of Wanderlust sold here!

Peter Shankman is the founder of ShankMinds: Breakthrough, an online community of business professionals from around the world who come together to give and get advice, increase their business, and improve their lives. Shankman is also the founder and CEO of The Geek Factory, Inc., a boutique Social Media, Marketing and PR Strategy firm located in New York City, with clients worldwide. His Customer Service and Social Media clients have included American Express, Sprint, Sheraton, Walt Disney World, Abercrombie and Kent, The Ad Council, Discovery Networks, Napster, Juno, Harrah’s Hotels, and many, many others. An author, entrepreneur and corporate keynote speaker, this “worldwide connector” is recognized worldwide for radically new ways of thinking about customer service, social media, PR, marketing, advertising, and ADHD. Shankman has authored five books including his latest, “Zombie Loyalists: Using Great Service to Create Rabid Fans.” A marketing pundit for several national and international news channels, including Fox News, CNN, and MSNBC, he is frequently quoted in major media and trade publications, including The New York Times, The Wall Street Journal, The Los Angeles Times, The New York Daily News, The Associated Press, Reuters and USA Today. He is a graduate of Boston University.

ZombieLoyalists.com

Zombie Loyalists sold here!

Keith Bellows, Senior Vice President and Editor-in-Chief of National Geographic Travel Media, was one of ETC 2013’s keynote speakers. His newest book is 100 Places That Can Change Your Child’s Life. The book was released in 2013.

Pico Iyer is a Distinguished Presidential Fellow at Chapman University, a longtime essayist for Time magazine, and a constant contributor to dozens of other magazines worldwide. He is also the author of many books including Video Night in Kathmandu, The Man Within My Head, Abandon, and The Open Road. Mr. Iyer spoke at ETC 2006, the year of the 20th anniversary of the Conference, and returned to keynote in 2015.

Pico Iyer Amazon.com Author Page

Pico Iyer is a Distinguished Presidential Fellow at Chapman University, a longtime essayist for Time magazine, and a constant contributor to dozens of other magazines worldwide. He is also the author of many books including Video Night in Kathmandu, The Man Within My Head, Abandon, and The Open Road. Mr. Iyer spoke at ETC 2006, the year of the 20th anniversary of the Conference, and returned to keynote in 2015.

Pico Iyer Amazon.com Author Page

Brian Skerry is a photojournalist specializing in marine wildlife and underwater environments. Since 1998, he has been a contract photographer for National Geographic Magazine. He was a keynote speaker for ETC 2014. With his book, Ocean Soul, Brian showcases his stunning photography and describes his adventurous life in a gripping portrait of the ocean as a place of beauty and mystery.

Brian Skerry Photography