Travel Planner Forum

Wednesday, January 30th 2019  

Discussions and Professional Development Training Created Specifically for Travel Planners.  This day is always a key highlight of the conference!

The 2019 Travel Planner Forum (TPF) delivers the best of both collegial discussions and high level professional development. This customized curriculum for travel planners delivers everyday best business practices in addition to relevant core business training.

-TPF sessions feature:

  • Separate tracks specific to newcomers and to tenured planners, as well as to program purpose, and to institutional type.
  • Popular interactive roundtable planner-only discussions focusing largely on sharing best practices.*
  • New! Professional development training sessions with professional experts and planner experts leading seminars and hands on workshops exclusive to planners.

*Interested in facilitating a collegial roundtable discussion? Contact Roxanne Shiels today!

Preliminary TPF Program Overview
Stay tuned as more sessions are in the works!

Wednesday, January 30th all day

Nuts & Bolts Newcomer Track

  • Branding Strategy: Creating Your Travel Program’s Identity to fit within your larger Institution with one of ETC’s most highly rated BOLD Talk speakers, Dawn Rodney
  • Building Your Risk Toolkit: Basic Tips for Successful Contracts An excellent follow up to ETC’s pre-conference Jumpstart training.

Strategic Track for Tenured Planners

  • Your Travel Program’s Personality: Building your brand beyond the logo and slogan with one of the nonprofit world’s best strategists, Dawn Rodney
  • Beyond the Basics: Key Issues in Operator Contracts and Federal Compliance to include when the IRS comes knocking, insuring program compliance, third party agreements, operator insolvency and the moving target of cancellation policies.   

Alumni Track  – special sessions led by planner colleagues

  • Mapping the Alumni Journey: From interested in travel to traveler! Rekha Athreya, Arizona State University
  • Showing the Travel Program’s Impact on Your Institution: Data, metrics and storytellingthe winning trifecta Debbie Vargo, Ohio State University
  • People to People Experiential Learning: Its’ priority value and growing importance to travelers — and travel planners Katie Jo Walter, University of Oregon

Donor Track  – four sessions

Programming underway for an amazing donor track being curated by leaders in development and travel – designed for MAC, NACZ and ALL planner constituents working with donor travel – tracked out with sessions for beginners as well as those tenured in the field.

Moving Beyond the TPF!  

2019 Agenda Features Daily Travel Planner ONLY Discussion Roundtables!

These collegial roundtables are designed to connect and promote cross fertilization of ideas among diverse planner delegates.

Monday, January 28th  Pre-Conference

MAC (Museums, Art, Cultural) Travel Planners

1:00 – 4:30 pm

  1. Convened outside the hotel at one of MGM’s leading cultural institutions, a three and half hour peer led roundtable discussion to focus on top of mind issues specific to MAC. Wish to get your issue on the agenda, contact ETC today!

5:00 – 6:00 pm

  1. On site MAC one hour roundtable discussion.
  2. Mentor Meet and Greet: For newcomers to ETC and/or travel programs 

NACZ (Natural History, Aquariums, Conservation, Zoo) Travel Planners-  two venues for discussions

1:00 – 4:30 pm

  1. Convened outside the hotel at one of MGM’s leading conservation institutions, a three and half hour peer led roundtable discussion to focus on top of mind issues specific to NACZ.   Wish to get your issue on the agenda, contact Jill Bernier today!

5:00 – 6:00 pm

  1. On site NACZ one hour roundtable discussion
  2. Mentor Meet and Greet: For newcomers to ETC and/or travel programs 

3:45 – 4:50 pm

Alumni & Lifelong Learning Travel Planners

  1. For planners whose job is 100% travel

Adding Value to Your Institution: Where, how and why does the travel program fit into the organizational context

  1. For planners whose job encompasses multiple responsibilities for alumni engagement portfolios in addition to travel programs

Integrating the Travel Experience into the Larger Context of Engagement

5:00 – 6:00 pm

  1. Tenured Alumni Travel Planners Roundtable: For veterans with years of experience in travel
  1. Mentor Meet and Greet: For newcomers to ETC and/or travel programs 

 

Tuesday, January 29th

Travel Planner Breakfast Roundtables:  Grouped by Program Mission

This morning meet with fellow planners based on your program’s primary, internal objective as generally described below:  Purchase breakfast on the registration form to take part in these discussions.    

  1. Revenue based:Trips are typically pre-scheduled departures open to affinity travelers identified by alumni, past travelers and family/friends and are focused on producing commission revenue.
  2. Donor based:Trips are likely on-demand, customized, and focused on supporting fundraising strategies for individuals and groups capable of giving at a major/principal gift level (as defined by the institution).
  3. Engagement based:Trips are primarily focused on stewardship and affinity engagement without a stated revenue or fundraising objective; formats vary.

 

Wednesday, January 30th

Travel Planner Luncheon Roundtables:  Grouped by Program Size   

Midday meet with fellow planners that share similar sized travel programs: Chose between 30+ tours annually, or 29 tours or less annually. Purchase lunch on the registration form to take part in these discussions.    The IVY Plus travel planners also have a scheduled networking luncheon at this time.

 

Thursday, January 31st

Wow Learning Moments: Travel Planner Conference Debrief

Recap fellow planners’ most important conference learning take-a-ways and create an action plan to implement upon return to the office.

Directly follows the closing morning BOLD Talk.

Thanks to the Forum refreshment sponsor:

Insider Expeditions