education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2023. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential. More Sessions to Come.
- Current & Prospective Donor Research (Sponsored by iWave)
- Ethics, Accountability & Professionalism (Sponsored by Brakeley Briscoe)
- Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
- Leadership & Management (Sponsored by Lindauer Global)
- Relationship Building
- Rebels, Renegades and Pioneers
- Securing the Gift Track
- Volunteer Involvement
Applied
Fri, Apr 14, 2023
8:00am - 5:30pm
Creating Engaging Donor Journeys that Lead to Legacies
Come reinvent your donor journeys, from the first gift, that result in deeper and stronger engagement levels through the years and that transform into impactful legacy conversations and pledges. Then we’ll delight donors by creating inspirational legacy marketing that applies recent research to delight donors
Education Track(s): Pre-Conference Workshop (Select this track If you chose “Pre-Conference Workshop" category)
Audience: Applied
Speakers
Ligia Peña, CFRE, AFP Master Trainer, PhD candidate
GlobetrottingFundraiser - International Legacy Consultant
Ligia Peña, CFRE is an international legacy consultant at GlobetrottingFundraiser focusing on developing gifts in wills strategy and marketing. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think differently about legacies by daring to be creative and innovative.Sat, Apr 15, 2023
8:00am - 5:30pm
The Decision Science Laboratory- applying science to solicitation
This interactive class will offer you science-based insights to transform relationships with supporters- leading to higher gifts. You’ll learn how to use techniques from decision science, combining behavioural economics, evolutionary psychology and neuroscience. These insights are making a massive impact on fundraising worldwide. More? www.decisionscience.org.uk
Education Track(s): Pre-Conference Workshop (Select this track If you chose “Pre-Conference Workshop" category)
Audience: Applied
Speakers
Bernard Ross, MA
=mc consulting - Director
An internationally regarded expert on strategy and behavioral science, he’s written, 8 award winning books on fundraising. Breakthrough Thinking won best non-profit book in the USA. He’s advised many of the world’s leading INGOs: UNICEF, UNHCR, IFRC, ICRC and MSF. He’s raised money for Europe’s largest scientific experiment, for the biggest refugee camp, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.Sun, Apr 16, 2023
9:00am - 10:15am
No Need for Drano- Learn How to Unclog Your Donor Pipeline Today
Learn how to identify pipeline clogs and the steps to fix them so you smoothly move donors from annual fund to mid-level to major gifts to transformational investments. Participants learn the data they need to identify the clogs and the actions to take to upgrade donors at each level.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Destiney Patton, CFRE, MM
Second Harvest Food Bank of Middle Tennessee - Manager, Donor Relationships
Destiney Patton, CFRE, is the Manager, Donor Relationships for Second Harvest Food Bank of Middle Tennessee. She oversees their robust mid-level giving program and develops the strategy for the Individual Giving Team to maintain a thriving pipeline at each level. In addition to her work at Second Harvest, Destiney leads all fundraising for Girls on the Run of Middle Tennessee as Board Chair and serves as Board President for the AFP Nashville chapter.Sun, Apr 16, 2023
9:00am - 10:15am
Managing Up: Turning Your CEO into a Fundraising Rock Star
Empower your apprehensive CEO to become comfortable fundraising. While raising philanthropic dollars is the ultimate goal, in the end we all know it's about relationships. Learn how to coach your CEO to turn these relationships into increased funds. It is easier than you think!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Roselle Ungar, CFRE
Jewish Family Service of Greater New Orleans - Executive Director
Roselle M. Ungar, CFRE is the Executive Director of Jewish Family Service of Greater New Orleans (JFS). Before joining JFS, Roselle served as the Director of Community and Philanthropic Affairs for Crescent Bank. She managed existing and new initiatives. Roselle also owns Strategic Nonprofit Consulting. Roselle, a past president of the New Orleans Chapter, is a graduate of AFP’s Faculty Training Academy and recipient of the New Orleans Chapter of AFP Outstanding Fundraising Professional Award.Sun, Apr 16, 2023
9:00am - 10:15am
Creating a High-Performance Environment for Major Gifts
In this session, we will learn how emerging fundraising trends are impacting major gifts—and how to handle it. We will discuss recruiting and maintaining a high-performing major gifts team and how to practice strategies that will increase major gifts ROI and will promote inclusion and diversity.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Cassie Carter, PhD
Campbell & Company - Vice President, West Region Director
Cassie Carter brings 30 years of experience to her work where she builds a shared understanding how organizational strengths can be leveraged to achieve fundraising success. Cassie was Associate Vice President for Development at Hawaii Pacific University and Cal Poly, San Luis Obispo, and Executive Director of Montana Outdoor Science School. She is chair of Pierce College Foundation and holds a doctoral degree in Teaching and Learning from University of Southern California.Dan Nevez, PhD
Campbell & Company - Vice President, Executive Search
With 30 years of professional experience including retained executive search, Dan has successfully placed over 170 senior executives at regional and national nonprofits and associations. Prior to his work at Campbell & Company, Dan served as principal at a premier national executive search firm and was a museum curator and socio-economic historian. He received his master's degree and completed his doctoral studies at the University of Chicago.Sun, Apr 16, 2023
9:00am - 10:15am
Trends to Diversify Revenue Streams and Raise More Amid Economic Upheaval (Presented by GiveSmart by Community Brands)
Diversifying your fundraising strategy with various revenue streams is crucial to your organization’s sustainability. Most recently, inflation and economic uncertainty present threats to nonprofits’ financial health. How are you protecting your nonprofit from economic upheaval? This session is packed full of industry fundraising trends and real-life ideas on how to diversify your revenue streams to raise more.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
GiveSmart by Community Brands - Product Operations Manager
As a Product Operations Manager, I love to dive into the data and analytics to find the story that it tells. The data does not lie, nor hold any biases, so approaching any project with a clear and defined purpose will allow it to paint the picture which is needed to find the resolution. There is nothing more profound than being able to glean information from a pile of endless spreadsheets.Sun, Apr 16, 2023
10:45am - 12:00pm
The Art of Collaboration
Wondering how to elevate IDEA in your organization? Become a collaborate workplace! In this session, Lisa Stueckemann, CFRE, with 15 years of nonprofit fundraising and leadership experience provides proven ways to incorporate collaboration and integrate IDEA even if it isn’t happening today.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Lisa Stueckemann, CFRE, MNA
New Life Solutions - Vice President of Philanthropy
Lisa Stueckemann, MNA, CFRE, is the VP of Philanthropy at New Life Solutions on the West Coast of Florida. Her BFA in theatre from the University of Cincinnati and MNA from North Park University provide a unique and creative lens to her fundraising strategy and leadership style. Lisa is a member of AFP Tampa Bay serving in the Mentor-Protege Program and as a facilitator for their Leadership Affinity Group.Sun, Apr 16, 2023
10:45am - 12:00pm
A Tale of Two Campaigns...and How the One that Failed Led Us to Future Success!
Nobody is ever happy to fail...especially in their first capital campaign, but, I did. I'll share what went wrong, and how it better prepared my team to exceed our goal a few years later. You'll also get the key ingredients necessary to help YOU achieve success the first time around.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Mark Chilutti, CFRE
Magee Rehab Hospital Foundation - Assistant Vice President of Development
Mark Chilutti has raised over $30 million to improve the quality of life of individuals with disabilities during his 20+ year career at Magee Rehab Hospital in Philadelphia. His specialties are major and planned giving, and donor stewardship. He has presented frequently for many AFP chapters, at AFP ICON, AFP Spotlight Sessions, and on AFP global webinars. Mark is an Eagle Scout and a former wheelchair tennis player living with a spinal cord injury.Sun, Apr 16, 2023
10:45am - 12:00pm
Facing The Dementia Dilemma Together: Collaboration between Charitable Gift Planners and Financial Planners
Financial planners and charitable gift planners have a lot in common. We serve our donors and clients by adhering to national standards, codes of ethics, and a donor bill of rights. What we have yet to do though is serve our donors and clients as collaborative agents for good.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Robert Hofmann, CFRE, MA
University of Minnesota Duluth - Senior Development Officer
Robert Hofmann, MA, CFRE works at the University of Minnesota Duluth (UMD) as a Senior Development Officer. At UMD he has raised more than $22M for student scholarships and programs. For more than eight years, Mr. Hofmann has co-led a cohort of professional fundraisers and researchers who strive to address the ethical and moral dilemma fundraisers face with an increase of dementia among faithful donors. Robert and his wife Kathleen live in Hermantown, Minnesota.Sun, Apr 16, 2023
10:45am - 12:00pm
Getting Your ~$30: Maximizing the Potential of Your Volunteers
Come learn how you can maximize the nearly $30/hr we save due to our volunteers, while providing a meaningful experience. If you are looking to enhance or build your volunteer program, this is the session for you!
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Sun, Apr 16, 2023
10:45am - 12:00pm
Transitioning Crisis Donors to Mission Donors
During the peak of the racial uprising in 2020, the Detroit Justice Center went from an organization with 300 donors to nearly 20,000 overnight. Donors from across the world were responding to the racial justice crisis. But, what would shift them to long-term investment in a movement?
Education Track(s): Relationship Building
Audience: Applied
Speakers
Douglas Manigault III, CFRE, MSW
State Innovation Exchange - Vice President of Development
Douglas Manigault III (he/him) has nearly a decade of experience as a movement-focused fundraiser and currently serves as the Vice President of Development at State Innovation Exchange (SiX). In this role, Douglas develops strategies for long-term philanthropic partnerships, provides thought-leadership to the agency regarding effective donor engagement, and manages individual and institutional relationships as a leader on the Development Team at SiX.
Detroit Justice Center - Associate Development Director
Lejla Bajgoric serves as DJC’s Associate Director of Development. She’s deeply passionate about the role fundraising can play in mobilizing community and building power for grassroots movements. Lejla has supported arts & culture and social justice spaces in greater Detroit, including the Arab American National Museum and Muslim Anti-Racism Collaborative. She was a 2020 Racial Equity Fellow with the Detroit Equity Action Lab, a program of the Damon J. Keith Center for Civil Rights.Regina Sharma, MA
Detroit Justice Center - Development Director
Regina Sharma (she/her) is the founding Development Director for the Detroit Justice Center. A proud Detroiter with over twenty years of experience as a development professional, Regina has dedicated her career to fundraising for organizations she sees as integral to building a thriving community for all Detroiters, including serving in leadership roles at Henry Ford Health, Wayne State University, and as a founding staff member for the Detroit Public Schools Foundation.Sun, Apr 16, 2023
10:45am - 12:00pm
Establish, Grow or Reignite Gift Planning in Your Organization (Presented by Catapult Fundraising, Inc. )
Who are our best planned giving prospects? Why planned giving when we need cash in the door now? Where do we even start? Join Jeff for answers to these questions! Planned gifts ensure the future of your organization, so develop a thriving program TODAY that will lead to prosperity tomorrow.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Jeff Grandy, M.Ed
Catapult Fundraising, Inc. - Associate Vice President
Jeff Grandy has over a decade of experience and currently leads the Catapult team across the Greater Gulf Coast. Jeff’s held leadership positions at Vegas PBS, University of Nevada, Las Vegas, and St. Jude’s Ranch for Children. He is an Instructor with the UNLV Non-Profit Management and Fundraising Certificate programs and a Fundraising Operations Mentor for the Center of Philanthropy and Non-Profit Leadership at Rice University. He is a board member of AFP Las Vegas.Sun, Apr 16, 2023
10:45am - 12:00pm
Design Fresh Messaging: How to get the best thinking out of your development team
What if one month from now, your development team had an energizing, creative case for support? In this hands-on workshop, you’ll learn strength-based design thinking to spark donor-centric ideation, compelling messaging and fresh ideas. Experience a powerful SOAR framework – Strengths, Opportunities, Aspirations, Results - to take back to your team. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Lieve Hendren, CFRE, CFRE, SHRM-CP
Alford Group - Consultant
Lieve Hendren, CFRE, SHRM-CP, has a decade of experience in strategy consulting. Lieve brings a human-centered approach to organizational strategy and complex fundraising campaigns. She helps leaders clarify bold visions, inspire donors, and foster a values-based organizational culture. Lieve has worked with and volunteered for nonprofits of all shapes and sizes, including Clean Energy Trust, The Coastal Community Foundation and The Rockefeller Foundation. Lieve also worked with for-profit clients like McDonald’s and Coca-Cola.Mariah Fosnight, CFRE, CFRE, MBA, MID
Alford Group - Consultant
Mariah Fosnight, MID, MBA, CFRE, is an expert in organizational design. Prior to Alford Group, Mariah worked at The Pittsburgh Foundation where she supported philanthropic initiatives and propelled innovative tactics for maximizing donor cultivation and stewardship. She has pursued advanced education and specialized training in project management, data visualization, writing and editing, strategic planning and donor-centric fundraising. She enjoys improving processes, maintaining data integrity and empowering teams to manage results and accomplish their goals.Sun, Apr 16, 2023
4:00pm - 5:15pm
Digging for Gems: Using Portfolio Reviews and Donor Research to Get to the “YES!”
“Analysis Paralysis” can strike even the most seasoned fundraiser. Learn ways to use research to help manage portfolios to spend more time out of spreadsheets and still have a life outside of work! This interactive session will help you make informed decisions while finding new efficiencies to raise more money.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham is the VP, Individual Giving at Conservation International. She oversees more than $60M in revenue through the annual, major, and principal giving teams. She has lead CI's Special Events program and their global Business Councils. In addition to her CI experience, she lead the National MS Society's Major and Planned giving teams and has an MPA in Nonprofit Management. She is a mom of three, AFP-DC Board member, and an avid triathlete.
National MS Society - VP, Individual and Foundation Giving
Taylor McMillan is the VP, Individual Giving & Foundation Relations for the National MS Society. She is a member of the Leadership team that oversees $180M annually and her team of 25 raises more than $50M through midlevel, major, planned, and foundation giving. Prior to this role, Taylor lead all fundraising efforts for the Society's South Central region. She is a mom of two boys, an active mentor of fellow fundraisers, and a travel lover.Sun, Apr 16, 2023
4:00pm - 5:15pm
Obstacle schmobstacle! How to go over, under, around, and through to get your YES!
Come ready to play some games to hone your skills to get the elusive YES. Actor, playwright, and fundraiser B. Michael McFarland will lead you through tried and true theatre games to tap your inner actor so you never need fear an ask meeting and get more Yeses!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
HomeFirst Services - Chief Development Officer
An openly gay professional fundraiser with 30 years of experience working almost exclusively in one-person and small shops, B. Michael McFarland has extensive experience in annual giving, major giving, foundation giving, corporate relations, special events, communications, capital campaigns, strategic planning, creating development plans, board relations, and more. Over the course of his career, he has raised in excess of $50 million for small and medium-sized organizations.Sun, Apr 16, 2023
4:00pm - 5:15pm
Elevate your next Event with a Phenomenal Guest Experience
Events are like any business, toiling in the battlefield of consumer attention. We’ll breakdown how to elevate the event experience for your constituents. A great event starts with a unique concept and inspiring brand, we will cover the buildup, on-site experience and post event engagement to ensure a solid return.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Beyond Fundraising Inc - CEO, Chief Experience Officer
A former in-house event planner for some of Canada’s largest charity organizations, including SickKids Foundation and Canadian Cancer Society; I am a passionate, award-winning event producer, host of the podcast - Real Talk for the Non-Profit Event Pro, marketing and fundraising expert, entrepreneur, author and speaker. Following my passion for creating life changing events, I founded Beyond Fundraising Inc. to ensure non-profit organizations nation-wide had a loud and meaningful marketing and event voice.Sun, Apr 16, 2023
4:00pm - 5:15pm
Meet Today’s Donors: How Self-Curated Giving Experiences Are Transforming Fundraising
The pandemic created a 24/7 on-demand, when “I want it” world. New research shows “frictionless” philanthropy matters to donors. Let’s explore how to make “ease and choice” central to giving; why it matters, what motivates donors, and their expectations. We’ll share case studies that transformed fundraising ease, self-curation, and personalization.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
OneCause - VP Marketing
Kelly Velasquez-Hague has more than 20 years of fundraising, nonprofit management, and marketing experience. Prior to starting her career in fundraising technology, Kelly worked in the nonprofit sector as a Development Director and Event Coordinator. Kelly is passionate about empowering great missions and helping nonprofits reach new donors and raise more funds for their cause.Sun, Apr 16, 2023
4:00pm - 5:15pm
Being A Black Male In Fundraising-The Conversation Continues
I’d rather not work with “that” person. I don’t have a problem with him, but… These are things that have been said about Black Men in Fundraising. This will be a safe space to talk about real situations and the outcomes. This session is open to everyone that has experienced racism as well as anyone willing and wanting to learn how to be more aware of those situations. Come with an open mind and be ready to listen and share!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Albright College - Development Officer
Andre Ezeugwu is currently the Founder and CEO of the advertising agency Ifodige Media Group. Over the past 13 years, Andre has worked for Beasley Media Group, Urban one, Emmis Communications, and Albright College. Helping people succeed and creating opportunities that remove as many obstacles as possible for them to achieve their goals educationally, financially, and economically is Andre's life passion and overall desire for his work.
Change Happens - Director of Development
Marcus Brewer, a native Houstonian, has been Blessed to work in the fund and people-raising space for over 15 years. Much of his experience in fundraising has been in small shops where he’s worn many hats. His experience includes foundation relations, corporate relations, strategic partnerships, government relations, marketing, admissions, and a few more. He currently serves as Director of Development for Change Happens in Houston, TX, whose mission is to “Help people empower themselves.”Ken Miller, CFRE
Denali FSP, LLC - President
A dynamic trainer, speaker and consultant, Ken Miller, CFRE is the president of Denali Fundraising & Grant Consultants, a nonprofit fundraising consultancy he founded in 2014 after a long career in development. Ken was awarded his Certified Fund-Raising Executive (CFRE) designation in 2016 and received his AFP Certified Master Trainer (CMT) certificate in 2017. In 2020 he was awarded the Outstanding Professional in Philanthropy by the AFP Alaska Chapter.Juan McGruder, PhD
Sun, Apr 16, 2023
4:00pm - 5:15pm
Building Pipeline Through Engagement
This panel discussion features experts in clinician engagement who will describe how they started from scratch, selected clinician champions and equipped them for success. Presenters will also describe how their strategic approach to events and major gifts has helped to propel their success.
Education Track(s): Relationship Building , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
Speakers
Piedmont Healthcare Foundation - Program Director, Finance and Operations
Trey Joyner joined the Piedmont Healthcare Foundation team in February 2016. With over 15 years of operations and financial program oversight, he provides a keen oversight of philanthropic gifts for the Piedmont Healthcare serving as financial liaison to corporate Finance, executive officers, and system/hospital leadership. Additionally, Trey plays a key role in Foundation strategic planning, project management, overall compliance, and implementation of philanthropic initiatives across the system.Shade Mokuolu, CFRE
Providence Southern California - Major Gifts Officer
Shade Mokuolu is a Major Gifts Officer with Providence Health and Human Services since May 2021. She connects physicians and clinicians to the funding needs of the medical center and deepen their engagement with the foundation to increase grateful patient referrals. With over a decade combined experience as a Development Director at the Arthritis Foundation and New Horizons, SFV, she consistently builds mission advocates and amplifiers while generating funds.
UK Markey Cancer Center Foundation - President & CEO
Michael Delzotti has over twenty-three years' experience as a leader in the non-profit field. Mike began his nonprofit career as the program administrator for Washington Workshops in DC then spent several years managing hospital departments and clinics in Philadelphia. Returning to philanthropy, he joined a public foundation in Los Angeles then spent time as an executive director of development at UCLA then VP of Development at Special Olympics.
Advancement Resources - Senior Director of Strategic Partnerships
Caleb works closely with academic, healthcare, and nonprofit organizations to develop and execute a customized and strategic approach to deepen the culture of philanthropy within each organization while supporting long-term transformation. In addition, Caleb is part of the facilitation team that delivers professional education for healthcare, academic, and nonprofit organizations. Through these engagements, he is involved in many client-focused projects and is honored to serve these organizations in a variety of ways.Sun, Apr 16, 2023
4:00pm - 5:15pm
"To Affinity and Beyond: Building a Caring, Engaged Community with Fundraising Intelligence” (Presented by iWave)
Donors are people and people are complicated. There’s more than one way that people support and engage with your nonprofit, but who are they and how do they respond to different messages and channels of communication? In this session we’ll look at how you can know much more about your donors through the stories they tell you and fundraising intelligence that can be easily applied to deepen engagement, communicate with donors in the way they’re most likely to react and respond, and build stronger fundraising results, higher retention, and develop not just donors but a thriving community championing your mission.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Clay Buck, CFRE, AFP Master Trainer
TCB Fundraising - Founder and Principal
Clay is a thirty-year fundraising veteran and is the Founder and Principal of TCB Fundraising, a nonprofit fundraising and communications consultancy focused on building individual giving at all levels. He has served in leadership roles at a variety of nonprofits across the country and has been a senior consultant with major national firms. He has held the Certified Fund Raising Executive credential since 2010, is an AFP Master Trainer.Sun, Apr 16, 2023
4:00pm - 5:15pm
A Stakeholder Management Process for Ethical Fundraising
Ethical theories of management turn on whose interests are considered. In this session, we will engage a process of identifying, prioritizing, mapping claims, engaging with, and monitoring stakeholders. This pragmatic method helps fundraisers and executives ensure their fundraising efforts align their best with their organization’s mission, values, and long-term strategy. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Ruth Hansen, PhD
University of Wisconsin-Whitewater - Assistant Professor
Ruth K. Hansen, Ph.D. is an assistant professor of nonprofit management at the University of Wisconsin-Whitewater. Her research focuses on the theory and practice of fundraising, and equity and inclusion in resource mobilization. Ruth has more than 20 years’ professional experience as a fundraiser, and is a former board member of AFP-Chicago. She speaks regularly on the topics of fundraisers, fundraising, and related issues both nationally and internationally.Sun, Apr 16, 2023
4:00pm - 5:15pm
The 2023 Fundraisers’ Outlook: 6 Strategic Themes to Drive Your Fundraising Success (Presented by Bloomerang)
Does your organization have challenges with capacity building, board support, leadership, strategic planning, communications or budgeting? Guess what?!? You’re not alone. Join us as we geek out with our panel of fundraising experts, Kishshana Palmer, Rachel Muir and others as we dive into the 2023 Fundraising Planning and Climate Study that surveyed 1,000+ small to mid-sized nonprofit organizations. Together we'll analyze the survey data to uncover ways to tackle these challenges and lay the foundation for successful outcomes in 2023 and beyond. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Adrian Sargeant, MBA, PhD
Institute for Sustainable Philanthropy - Co-Director
Adrian Sargeant PhD is Co-Director of the Institute for Sustainable Philanthropy. He is one of the world's leading fundraising academics and was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He is the author Fundraising Principles and Practice, Building Donor Loyalty and Fundraising Management: Analysis, Planning and Practice.
Bloomerang - Chief Marketing Officer
As the Chief Marketing Officer at Bloomerang, Ann is responsible for the company's overall thought leadership, brand, marketing and community outreach programs that work to strengthen relationships with customers and the broader nonprofit community. Ann brings with her more than 24 years of experience in business-to-business (B2B) marketing in the technology industry, including time spent working at a nonprofit organization.
rachelmuir.com - Keynotes, custom training & retreats
Rachel Muir founded Girlstart, a non-profit organization dedicated to empowering girls in math, science, engineering and technology. She started Girlstart in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million dollars and was featured on Oprah, CNN, and the Today show. She veered away from the typical ED or CEO titles, and her business cards said, Rachel Muir, Girlstart, Fearless Leader.Josh Meyer, MBA
Bloomerang - VP, Demand Generation
Joshua Meyer brings more than 20 years of fundraising, volunteer management, and marketing experience to his current role as the VP of Demand Generation for Bloomerang. As a member of the Bloomerang marketing team, Josh manages the organization’s growth marketing efforts. Through his previous roles at the Human Rights Campaign and OneCause, he is passionate in helping to create positive change and providing nonprofits the tactics.Kishshana Palmer, CFRE, MBA
Mon, Apr 17, 2023
8:00am - 9:15am
Making the Ask- using (neuro)science in your solicitation
This interactive action learning session offers you 20 radical and flexible tools to solicit your next major gift in person, by phone and even by email. Leave old school moves management techniques behind and learn to use the latest thinking in neuroscience and behavioural science in fundraising.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Bernard Ross, MA
=mc consulting - Director
An internationally regarded expert on strategy and behavioral science, he’s written, 8 award winning books on fundraising. Breakthrough Thinking won best non-profit book in the USA. He’s advised many of the world’s leading INGOs: UNICEF, UNHCR, IFRC, ICRC and MSF. He’s raised money for Europe’s largest scientific experiment, for the biggest refugee camp, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.Mon, Apr 17, 2023
8:00am - 9:15am
From the Mailbox to the Living Room – Creating an inspiring donor journey
You can bridge direct mail donor transactions into excellent 5-6 figure major donor relationships. Learn to discover shared values leading to your best major/planned giving prospects. Then easily make that sometimes-awkward transition from your annual fund--to your portfolio—to artfully presenting a major gift opportunity in their living room.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Timothy Logan, ACFRE, CFRE, AFP Master Trainer, MNO, FAHP, FCEP
The Tim Logan Group - Principal
Timothy D. Logan, FAHP, ACFRE, FCEP is a leader in developing innovative multichannel direct response programs for major and planned giving. He holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University. Tim has over 40 years’ experience in fund raising and nonprofit management including 25 years as a direct response fundraising consultant. An AFP certified Master Instructor, he is also an author on fundraising.
Georgia-Cumberland Academy - Director of Alumni and Development
Nancy Gerard has served Georgie-Cumberland Academy as the Alumni and Development Director for two decades. Her fundraising work in the Continuing the Mission Campaign grew giving to GCA from about $200,000 to $21 Million in 5 years - transforming the school. Nancy taught for 25 years in secondary/higher educational settings and holds undergraduate and graduate degrees in family studies and educational leadership. Her optimism and solid donor stewardship practices drive her on-going results.Marcy Heim, CFRE, AFP Master Trainer, CSP, PLCC
The Artful Asker - CEO
A 30+ year major-giving, international consultant, Marcy Heim, CEO, The Artful Asker trains and coaches Leadership, Boards, and Fundraisers with mindset/method tools for transformational, multi-million, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” She raised major gifts at UW-Madison for 2 decades through a $1.8B campaign before creating major giving success for her clients. An AFP Master, CASE Crystal Apple recipient, rock-band singer, and author, Marcy renews your zest for fundraising and life.Mon, Apr 17, 2023
8:00am - 9:15am
Implementing JEDI Strategies into Fundraising Systems: Values in Action
Implementing JEDI strategies within an organization requires intention and investment to ensure lasting change. While internal cultures are often the focus, the business of philanthropy must also be scrutinized and transformed. Learn new strategies to create equitable, anti-racist systems and processes in your organization!
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Daniel Sims, EMPS, CNE, CDE
Daniel Sims Consulting Group, LLC - Founder and CEO
Daniel Sims is CEO of Daniel Sims Consulting Group, where he connects data-driven DEI strategies to organizations seeking transformational systemic change. Daniel has nearly 15 years’ experience in fundraising, coaching, strategic planning, & DEI education. Daniel has managed over 140 campaigns, trainings, and strategic plans, raising $425 million and training over 5,000 stakeholders. Daniel holds a Master of Public Service from the Clinton School of Public Service and is a member of (For)bes the Culture.Mon, Apr 17, 2023
8:00am - 9:15am
Are They Feeling The Love? Using Love Language to Build Donor Identity and Wellbeing
No two organization’s donors love in the same way. Talking in donors’ love language can sustainably double giving, enhance their well-being, and draw donors closer to the community they are about. Too good to be true? Philanthropic psychology is the science designed to achieve these goals. Come and see!
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
BC SPCA - Chief Development Officer
Shoni Field is the Chief Development Officer at the British Columbia SPCA. She runs a full spectrum fundraising program raising more than $30 million annually. Shoni has been direct response fundraising for more than 23 years for a range of causes including environmental, youth, health and development organizations. When not fundraising, Shoni advocates for electoral reform and citizen engagement, plays strategy games and bakes fancy cakes.Jen Shang, PhD
Institute for Sustainable Philanthropy - Co-Director
Jen Shang is Co-Director and Professor of Philanthropic Psychology at the Institute for Sustainable Philanthropy. Jen's research has been featured by outlets such as the BBC and the Wall Street Journal. Her research has been funded by the Society of Judgment and Decision Making, the National Science Foundation, The Aspen Institute, the Corporation for Public Broadcasting, the Association of Fundraising Professionals, and the Hewlett Foundation.Mon, Apr 17, 2023
8:00am - 9:15am
Making Sense of Fundraising: A Fundraiser's Guide To What's Working in 2022 And Beyond
Our knowledge about fundraising is growing by leaps and bounds, but how do we make sense of all the different reports? In this session we'll dig deep into current trends, workshop what works best, and create a plan for you to use to implement the newest methodology in your shop.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Clay Buck, CFRE, AFP Master Trainer
TCB Fundraising - Founder and Principal
Clay is a thirty-year fundraising veteran and is the Founder and Principal of TCB Fundraising, a nonprofit fundraising and communications consultancy focused on building individual giving at all levels. He has served in leadership roles at a variety of nonprofits across the country and has been a senior consultant with major national firms. He has held the Certified Fund Raising Executive credential since 2010, is an AFP Master Trainer.Mon, Apr 17, 2023
8:00am - 9:15am
Our New Normal: Fundraising in a Post-Pandemic World (Presented by Salesforce)
The CDC Foundation has been at the forefront of combatting the COVID-19 pandemic since January 2020 and saw tremendous fundraising growth from a tsunami of generosity. Learn about the organization’s efforts to retain these new donors and transition them from “crisis donors” to “mission donors” – donors who continue to give because they believe in the ongoing impact and mission of the organization. Hear how the organization effectively scaled its fundraising, the steps it has taken to accommodate this exponential growth, and the innovative strategies it has adopted to sustain momentum and keep donors engaged in a post-pandemic world.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Sterrin Bird, CFRE
Salesforce - Senior Director, Nonprofit Industry Advisor
Sterrin joined Salesforce in July 2020 after spending 28 years in the nonprofit sector. A nationally recognized leader in the nonprofit community, Sterrin has nearly three decades of experience in service to philanthropy, with particular emphasis (and passion) for transformational giving. In the years before becoming a development officer herself, Sterrin was a development consultant at three major international consulting firms and eventually founded her own consulting practicein 2010.
CDC Foundation - Director of Advancement Services
Elizabeth Patrick leads the CDC Foundation’s advancement services team, which includes responsibility for donor and constituent data, annual giving fundraising efforts, stewardship and organizational reporting, gift compliance and research, as well as gift records management. Elizabeth has more than 20 years of experience working in nonprofits in communications and development roles in higher education, healthcare and environmental nonprofits and museums.Mon, Apr 17, 2023
8:00am - 9:15am
The Future Is Digital: Learnings From The 2023 Nonprofit Acceleration Report (Sponsored by Bonterra)
Tech adoption is moving forward with lightning speed. But, what digital strategies are driving the most growth and highest ROI? Join Cameron Ripley, CEO of Community Boost, as he uncovers the latest digital marketing trends that raised over $40M in online revenue for over 400 nonprofits in 2022.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Community Boost Consulting - CEO
Cameron Ripley (he/him) is the CEO of Community Boost, a digital marketing agency that specifically helps nonprofits accelerate and scale revenue and impact. Since founding Community Boost in 2012, CBC has directly served over 1,000 nonprofits and helped raise over $100MM. Cameron is also the founder of the Nonprofit Marketing Summit, the world’s largest virtual nonprofit conference that regularly convenes over 25,000 nonprofit professionals.Mon, Apr 17, 2023
8:00am - 9:15am
Stewarding Planned Donors (Presented by Blackbaud)
When was the last time you reached out to your planned givers? In this advanced session, learn how to keep planned givers actively engaged with your organization so that they feel like recognized and valuable partners. Come prepared to brainstorm, share, and learn strategies that you can implement at your organization.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Mon, Apr 17, 2023
8:00am - 9:15am
Developing a Gift Acceptance Policy That Aligns With Organizational Values
“We can’t accept funds from any entity that has negatively impacted our clients.” This was our newly formed development department’s first directive. How do we navigate funding opportunities from entities that want to invest in racial justice work while acknowledging the harm caused by their historical contributions to systemic racism? Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Douglas Manigault III, CFRE, MSW
State Innovation Exchange - Vice President of Development
Douglas Manigault III (he/him) has nearly a decade of experience as a movement-focused fundraiser and currently serves as the Vice President of Development at State Innovation Exchange (SiX). In this role, Douglas develops strategies for long-term philanthropic partnerships, provides thought-leadership to the agency regarding effective donor engagement, and manages individual and institutional relationships as a leader on the Development Team at SiX.
Detroit Justice Center - Associate Development Director
Lejla Bajgoric serves as DJC’s Associate Director of Development. She’s deeply passionate about the role fundraising can play in mobilizing community and building power for grassroots movements. Lejla has supported arts & culture and social justice spaces in greater Detroit, including the Arab American National Museum and Muslim Anti-Racism Collaborative. She was a 2020 Racial Equity Fellow with the Detroit Equity Action Lab, a program of the Damon J. Keith Center for Civil Rights.Regina Sharma, MA
Detroit Justice Center - Development Director
Regina Sharma (she/her) is the founding Development Director for the Detroit Justice Center. A proud Detroiter with over twenty years of experience as a development professional, Regina has dedicated her career to fundraising for organizations she sees as integral to building a thriving community for all Detroiters, including serving in leadership roles at Henry Ford Health, Wayne State University, and as a founding staff member for the Detroit Public Schools Foundation.Mon, Apr 17, 2023
8:00am - 9:15am
Short staff ? Don’t be Cheap... Its too Expensive ! (CANCELLED)
You are having difficulty keeping your staff ? They feel overworked and underpaid ? Stop being cheap, its too expensive. Build your case for your board of trustees to support a salary increase and winning conditions to keep your team on board and loyal.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Quebec Breast Cancer Foundation - President
An authentic manager advocating collective creativity, her passion for the cause is based on her desire to positively influence the present and future of the breast Cancer cause. With her experience in events, sales, sponsorship, and philanthropy, she has developed a solid expertise while initiating numerous strategic alliances. Her awareness of others and their reality is a testament to her openness and ability to adapt. She thrives on problem solving, navigating in demanding, fast-paced environments.Mon, Apr 17, 2023
10:15am - 11:30am
Donor Acquisition vs Donor Retention: Where to focus your money
Some will tell you to focus on acquisition. Others will tell you to focus on retention. Both are important, but do you know when you should apply time and energy to each? We are going to deep dive into the age old argument and understand when to invest in each.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Kirk Schmidt, B.Math
Alberta Cancer Foundation - Director Fundraising Optimization & Business Intelligence
Kirk is a master of metrics. Combining years of fundraising and consulting with a background in mathematics, he is constantly working on new and robust ways to measure fund development to create better results. Kirk has been a fundraiser, and has managed teams in fundraising systems, donations processing, direct response, mid-level giving, monthly giving, online and social giving, merchandising, analytics, research, and volunteers.Mon, Apr 17, 2023
10:15am - 11:30am
Pulling the Heartstrings - Telling Your Story Effectively
Writing to raise funds is a specific skill. It’s more than a standard annual appeal. We’ll work together on the process of creative writing for results - the preparation, the research, the brainstorming, the plan. You’ll leave with concrete ideas that can effectively change the way you communicate.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
JC Patrick Consulting - Principal
JC has 30 years of professional fundraising experience and an extensive background in creative writing and marketing. She specializes in writing donor communications, program analysis, and marketing plan designs. JC spent ten years as the Station Development Manager for NPR. She is a frequent presenter at industry conferences and holds a BA in Radio/TV from the University of Houston. She is currently working towards her CFRE.Alice Ferris, ACFRE, CFRE, MBA, AFP Master Trainer
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, supporting small fundraising teams with development training, coaching, strategy, and implementation. For the last 30 years, she has worked extensively in fundraising for public media, rural healthcare, education, and science organizations. Alice thrives in finding creative solutions for the fundraising challenges of small organizations and teaching and training about practical and realistic tactics.Mon, Apr 17, 2023
10:15am - 11:30am
How to Plan an Effective Capital Campaign Using New Tools and Technology
A capital campaign is likely the largest amount you have ever tried to raise. The good news is that there are tools, technology, and virtual resources to help you succeed. Join Amy Eisenstein to learn how to prepare an effective and efficient campaign strategy and plan.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Amy Eisenstein, ACFRE
Capital Campaign Pro - CEO
Amy Eisenstein, ACFRE is CEO and Co-Founder of Capital Campaign Pro. Her published books include Major Gift Fundraising for Small Shops and 50 A$ks in 50 Weeks. Amy became an AFP Distinguished Fellow in 2021, an AFP Master Trainer in 2009, served as the president of AFP-NJ in 2014 and 2015, and is an active volunteer with AFP. Amy became a Certified Fundraising Executive (CFRE) in 2004 and received the ACFRE, in 2013.Mon, Apr 17, 2023
10:15am - 11:30am
Visualizing Data for Prospect Identification and Donor Metrics
Data analytics is a buzz phrase that everyone is using. Visualization and dashboards go beyond the use of Microsoft Excel. Microsoft Power BI and Tableau are platforms that can increase visibility and value for your fundraising team.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Joseph Stabb, PhD, APR, TE, ACUE
University of Tennessee, Knoxville - Assistant Professor of Practice
Joe Stabb has utilized resources to meet and exceed revenue goals with experience in marketing communications, public relations, fundraising, and nonprofit management and leadership. Joe graduated from Utica University with a B.S. in Public Relations, a M.S. from Keuka College in Management, and has a Ph.D. in Leadership and Policy from Niagara University. Stabb holds an advanced certificate, international trade and commerce (TE), accreditation, public relations (APR), and an advanced certificate, effective college teaching (ACUE).Emily Marcason-Tolmie, MA, MFA
Skidmore College - Director, Prospect Management, Research and Analytics
Emily has worked in prospect development for nearly 15 years. She’s an expert in prospect management, proactive and reactive research, analytical procedures, and trend forecasting, while focused on successfully building robust prospect pipelines, predictive donor modeling, and key fundraising metrics. She is a 2018 graduate of the Skidmore College Leadership Academy. Emily was elected president of the APRA-NY board in October 2020 after serving a term as the board's vice president and as a member-at-large.Mon, Apr 17, 2023
10:15am - 11:30am
Deliberate Design for Successful Board Governance & Composition: A Case Study
Significant challenges continue to distract Boards. Board Chairs and CEOs cite problems in achieving diversity, recruiting candidates, improving fundraising, understating responsibilities and thinking strategically. This session is a case study of how one organization assessed its Board challenges and developed strategies to strengthen and diversify the Board within two years.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Vanessa Wise, MBA
The WNET Group - Vice President of Development
Vanessa Wise is the Vice President of Development at The WNET Group, New York’s flagship PBS Station. She leads a team of 60 and is responsible for annual fundraising of $42M in general operating dollars and $55-65M in program support. Prior to joining The WNET Group, Wise served as Vice President of Development for New York City Center, Director of Development for The Julliard School and Senior Brand Manager at Time Inc.Peter Hansen, CFRE
Hansen Philanthropic Solutions/Arts, Culture, & Media Philan - Principal
Peter Hansen is an accomplished fundraising executive with 35 years of experience as a chief development officer and strategic fundraising consultant for large organizations. He has raised $500M, helped to build one of the nation’s largest performing arts centers and reimagined fundraising operations for multiple institutions. Hansen Philanthropic Solutions provides strategic fundraising counsel in the arts and public media. He is a former President of AFP-NJ and serves on the AFP US Foundation for Philanthropy.Mon, Apr 17, 2023
10:15am - 11:30am
Solving the Childcare Crisis in the Nonprofit Sector
With many women forced out of the workforce during the pandemic, how can we create inclusive workplace policies that are family-friendly and allow our employees to thrive both personally and professionally given the lack of options for working parents at this juncture?
Education Track(s): Leadership and Management , Rebels, Renegades and Pioneers
Audience: Applied
Speakers
Allison Plattsmier, CFRE, Ed. D., CAP, CNP
Edgehill Neighborhood Partnership - Executive Director
Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.Chessie Biggam, CFRE, MPA
AQP Consulting - Fundraising Consultant
Chessie Hayes has been an active member of the fundraising community and implements thoughtful, strategic plans to enhance donor engagement. She was an Adjunct Professor at the University of Memphis teaching Resource Development and Nonprofit Storytelling. She received the award for AFP Global’s Outstanding Young Professionals. She was awarded the Outstanding Emerging Philanthropist from her local AFP chapter. She serves as the President-Elect for AFP Memphis and on the Emerging Leaders Initiative for AFP Global.
Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Mon, Apr 17, 2023
10:15am - 11:30am
From Practice to Research to Practice (Sponsored by AFP Foundation for Philanthropy)
Join fundraisers turned AFP Foundation for Philanthropy award-winning scholars for a panel discussion about how their experiences and research both validate and challenge "best practices." Learn about their cutting-edge research - both recently published and in process. Your ideas and questions may inform future research projects! Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Ruth Hansen, PhD
University of Wisconsin-Whitewater - Assistant Professor
Ruth K. Hansen, Ph.D. is an assistant professor of nonprofit management at the University of Wisconsin-Whitewater. Her research focuses on the theory and practice of fundraising, and equity and inclusion in resource mobilization. Ruth has more than 20 years’ professional experience as a fundraiser, and is a former board member of AFP-Chicago. She speaks regularly on the topics of fundraisers, fundraising, and related issues both nationally and internationally.Lori Overmyer, CFRE, MBA
Goettler Associates - Vice President
Lori Hunter Overmyer, MBA, CFRE has more than twenty-five years of professional fund-raising experience with a focus on the arts, social, and human service organizations. Her professional expertise includes implementing annual and capital fund-raising plans, strategic analysis, major donor solicitation, and establishing development procedures to maximize effective operations and communications. She is skilled in marketing research, proposal writing, personal donor cultivation, recognition strategies and motivating board members to participate in the process. As Vice President at Goettler Associates, Inc., a nationally-known fundraising consulting firm headquartered in Columbus, Ohio, Lori offers a wealth of experience in the role of counsel. Since joining the firm in July 2005, clients have benefitted from her experience regarding board development, volunteer training and management, strategic planning, and fund raising metrics and methodologies. A partial list of her Ohio clients includes LifeCare Alliance, Grange Insurance Audubon Center, Mary Rutan Hospital, Humane Society of Greater Dayton, The Childhood League Center, and the Capitol Square Foundation. Prior to joining Goettler Associates, she worked as the Vice President for Development at Big Brothers Big Sisters of Central Ohio. She has held top development positions at the Columbus Museum of Art, Nashville Public Television, American Red Cross St. Louis Bi-state Chapter, Humane Society of Missouri, Madison Children’s Museum, and the JB Speed Art Museum. Lori is a frequent presenter at local, regional and national conferences and seminars. A member of the Association of Fundraising Professionals since 1988 (when it was known as NSFRE), she has served in board capacities for AFP chapters in St. Louis, Missouri; Nashville, Tennessee; and now in Columbus, Ohio (2010 Central Ohio Chapter President). In addition to her current service to AFP, she is the vice president of the Friends of Worthington Libraries Foundation board, a member of the development committee of the Peggy R. McConnell Arts Center of Worthington, and a member of the community outreach committee of the Franklin County Master Gardeners. In 2012 she joined the adjunct faculty of the John Glenn School of Public Affairs at The Ohio State University and taught the graduate course “Development Methodologies and Techniques.” Lori received her MBA in Nonprofit Administration from the School of Management at the State University of New York and her BA (summa cum laude) from the College of New Jersey. In 2011 she was recognized by the Central Ohio AFP Chapter as the Outstanding Fundraising Executive at the National Philanthropy Day celebration. She resides in Worthington, Ohio (a suburb of Columbus). Steven Fields, Vice President, Director, Corporate Community Affairs, President, The Huntington Foundation Steven Fields Vice President and Corporate Relations Specialist for Huntington. As a member of Huntington’s Community Affairs department for over 8 years, Steven has worked intimately with Huntington’s Corporate Giving and Community Involvement programs. Recently, Steven was elected President of The Huntington Foundation, while also serving as the Director of Huntington’s Corporate Community Affairs and Involvement program. He previously worked as a skills coach/trainer in the Customer Care and Centralized Reconcilements area of Huntington. Steven received a Bachelor of Animal Science degree from The Ohio State University, and a Master of Marketing and Communications degree from Franklin University. Additionally, Steven has earned certification in Corporate Community Involvement from the Boston College Center for Corporate Citizenship. Before joining Huntington, he was a faculty member of the University of Tennessee, Knoxville, specializing in youth development in Hamilton County, Tennessee Steven is actively involved with numerous nonprofit, educational, and collegiate organizations. These include serving on the boards of St. Stephen’s Community House, where he is Board Secretary and a member of both the Program and Development committees. He is a member of the Community Involvement Roundtable at the Boston College Center for Corporate Citizenship. In addition, he is involved with Charity Newsies, the Young Professionals Exchange at the National Kidney Foundations, and many other charitable efforts. A native of Central Ohio, Steven and his wife Amy reside in Gahanna, Ohio with their son Jeffrey.Genevieve Shaker, PhD
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Cambell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy. Professor Shaker’s research focuses on higher education advancement, the fundraising profession, and fundraising practice. She is the lead editor of "Achieving Excellence in Fundraising (5th edition)" published in 2022.Dan Heist, CFRE, PhD
Brigham Young University - Assistant Professor
Dr. Heist is an Assistant Professor of Nonprofit Management at Brigham Young University. He earned a master’s degree in Philanthropic Studies from the IU Lilly Family School of Philanthropy and a PhD in Social Welfare from the University of Pennsylvania. His research focuses on philanthropy and fundraising. His nine years of professional fundraising experience inform his research and teaching. He is a leading expert on donor-advised funds and co-founder of the Donor-Advised Fund Research Collaborative.Mon, Apr 17, 2023
10:15am - 11:30am
Leading Up: The Unique Influence of Fundraisers
The traits of successful leaders are similar to the traits of successful fundraisers who can use their unique expertise, skills, and abilities to lead within their nonprofit organizations - including leading up to the CEO and the board of directors to create a culture of philanthropy and maximize fundraising success. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Bill Stanczykiewicz, Ed.D.
Indiana University Lilly Family School of Philanthropy - Senior Assistant Dean for External Relations
Bill Stanczykiewicz, Ed.D., serves as senior assistant dean for external relations at the Indiana University Lilly Family School of Philanthropy, where he directs The Fund Raising School. Bill's professional experience includes leading a youth development nonprofit for 17 years. His research expertise is in board engagement with fundraising.Mon, Apr 17, 2023
10:15am - 11:30am
Objection! How to Address Donors’ Legacy Giving Concerns
Do you wish you could alleviate donors’ deepest fears so they embrace the exciting possibility of making a transformational gift? You’ll learn 5 common legacy giving concerns and build your own set of powerful messages to dissipate donor doubts and inspire them to make a gift in their will.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
The Common Good Fundraising - Philanthropy Firebrand
David firmly believes philanthropy's power belongs to everyone. He created The Common Good Fundraising Agency and the Western Canada Fundraising Conference to help charities empower donors-of-modest-means to express their values -- and make the world a better place for all -- through philanthropy. David is an in-demand speaker who is regularly requested to share his unique, practical approach to fundraising at conferences and seminars across Canada and internationally.
Harvey McKinnon Associate - Managing Director
Lynne Boardman has spent over 20 years creating successful individual giving programs for charities in both Canada and the UK. Her work has spanned health care, international development, human rights, education and environmental causes. She is currently the Managing Director of HMA, working with clients like Amnesty, Oxfam, Indspire, Covenant House, and a number of children's hospitals. She speaks, strategizes and writes about legacy fundraising whenever there is someone nearby to listen.Mon, Apr 17, 2023
1:15pm - 2:30pm
Allyship and Accessibility in the Disability Sector - Mistakes Made, Lessons Learned and Best Practices
How accessible is your own day-to-day work to coworkers, clients or volunteers with disabilities? Through interviews with stakeholders and colleagues with disabilities, learn from common mistakes, successes achieved and tactics derived from best practices to make your fundraising office more accessible.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Kirk Laughlin, CFRE, MNPL (Master of Nonprofit Leadership)
Planet Laughlin - Principal
Kirk has been a fundraiser in the Seattle area since 1994 and has worked as an ally and fundraiser for people with disabilities for over 12 years. He has led fundraising for organizations serving neurodiverse youth and serves as a board member and advisor for the largest employer of individuals who are blind, Deaf-Blind & blind with other disabilities in the country.Mon, Apr 17, 2023
1:15pm - 2:30pm
Are You a Buffalo or a Cow? Lessons in Turning Adversity into Trust
Cows and buffalo have different approaches to surviving storms. It’s a great metaphor for fundraising professionals. It’s how we respond to the storm that makes all the difference with our donors, board members, and your team.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Tammy Zonker, AFP Master Trainer, CFRM
Fundraising Transformed - Fundraising Strategist, AFP Master Trainer & Keynote Speaker
Tammy is a fundraising strategist, AFP Master Trainer, and an inspiring international speaker. In the past 20 years, she has coached, trained, and led nonprofit teams to raise more than a half-billion dollars including a single gift of $27.1M. Tammy is certified in Philanthropic Psychology through the Institute for Sustainable Philanthropy, and Fundraising Management through the Lilly Family School of Philanthropy at Indiana University.Mon, Apr 17, 2023
1:15pm - 2:30pm
Elevating Your Organization’s Vision
In this interactive presentation, participants will learn the keys to crafting a compelling vision and aligning this with donors’ passions to drive meaningful philanthropy. Through expert perspectives on elevating the vision so that it resonates with donors, participants will gain insights into how they can help their organizations tell an inspiring story.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
Speakers
Advancement Resources - Senior Vice President
With over 4 decades of experience in a wide range of development leadership positions, Mark has worked with leaders in healthcare, higher education, arts, human services, and faith-based institutions to help organizations prepare and take steps towards the next level of growth. He is active in various fundraising professional organizations, community nonprofits, and boards.
UT Health San Antonio - Vice President for Development and CDO
Anamaria Repetti is Vice President and Chief Development Officer at UT Health San Antonio. Anamaria has more than 25 years of experience in healthcare and higher education fundraising, most recently serving as the Managing Senior Executive Director of Development at UC San Diego, where she developed and implemented a national fundraising program in support of UCSD’s recently completed $3 Billion Campaign for UC San Diego, including recruiting and managing a 50-member national campaign cabinet.Shade Mokuolu, CFRE
Providence Southern California - Major Gifts Officer
Shade Mokuolu is a Major Gifts Officer with Providence Health and Human Services since May 2021. She connects physicians and clinicians to the funding needs of the medical center and deepen their engagement with the foundation to increase grateful patient referrals. With over a decade combined experience as a Development Director at the Arthritis Foundation and New Horizons, SFV, she consistently builds mission advocates and amplifiers while generating funds.Mon, Apr 17, 2023
1:15pm - 2:30pm
Donor Magnetism: How to Create Messages that Attract and Retain Donors (Presented by DonorPerfect)
This session will explore effective communication strategies for capturing donors' attention and cutting through the noise in today's crowded and competitive fundraising landscape. Attendees will learn how to craft compelling messages that resonate with donors, using persuasive storytelling and emotionally engaging imagery. A key focus of this session will be on understanding the impact of storytelling on donor engagement and how storytelling is strengthened with the use of donor personas. Attendees will walk away from this session understanding their organization’s unique donor personas and how to create messages that stand out in order to increase donor engagement and drive impact for their organization.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework, the Power Partners Formula™?, Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals. As of 2022, she had trained over 60,000 fundraisers using her unique win-win framework.Mon, Apr 17, 2023
1:15pm - 2:30pm
Cultivating Fundraisers: Innovative Approaches for Building Your Team
Talented and skilled fundraisers are in more demand than ever. This workshop provides research-based tools to use when cultivating fundraisers from recruitment and screening to interviewing and selection, including from a diversity, equity, inclusion, and justice perspective. Join with peers and researchers to bring creative approaches to this essential activity. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Sarah Nathan, PhD
Middletown Community Foundation - Executive Director
Sarah K. Nathan, Ph.D. is a self-described “pracademic” who has spent her entire career in the nonprofit sector as a fundraiser, educator, volunteer, and leader. Today she leads the Middletown Community Foundation in Ohio. Dr. Nathan served five years as the Associate Director of The Fund Raising School where she managed all aspects of the curriculum designed for fundraising practitioners. She is a proud graduate of the IU Lilly Family School of Philanthropy.Genevieve Shaker, PhD
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Cambell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy. Professor Shaker’s research focuses on higher education advancement, the fundraising profession, and fundraising practice. She is the lead editor of "Achieving Excellence in Fundraising (5th edition)" published in 2022.Joyce Rogers, JD
Indiana University Foundation - Executive Vice President
Joyce Q. Rogers, J.D., is EVP for Development at the Indiana University Foundation (IUF). Joyce is responsible for providing strategic oversight of the development function to uphold IUF’s mission of maximizing private support for Indiana University (IU). Joyce, an IU alumna, also served as VP, working closely with the Office of Diversity, Equity, and Multi-cultural Affairs. Prior to this, Joyce served in senior leadership roles at Ivy Tech Community College and Indiana Black Expo, Inc.Mon, Apr 17, 2023
1:15pm - 2:30pm
Building Bridges: How to Engage Your Supporters with Peer-to-Peer Fundraising (Presented by Qgiv)
Over the last three years you had to learn how to go virtual almost overnight and then had to navigate hybrid event experiences on top of your never-ending to do list. Donor expectations have changed, and different generations are looking to engage with your organization in new ways. Events and the way you connect with donors have been forever changed. Your donors want truly engaging opportunities and more meaningful connections where they feel they are a part of your mission, making a significant and direct impact. Peer-to-peer fundraising can help deliver that empowering experience to your supporters in innovative and exciting ways. All while bridging the gap, connecting donors directly to the crucial funds your organization needs to thrive.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Qgiv - Public Relations and Communications Manager
Melaina’s experience working on successful fundraising teams and political campaigns gives her a unique outlook on how to approach diverse audiences. Before joining the Qgiv, she served as the Director of Annual Giving for Florida Southern College, leading several successful giving days including the College’s most successful giving day on record. Now as Qgiv’s Public Relations and Communications Manager, Melaina stays busy collaborating on multi-channel marketing campaigns and developing content for the company’s nonprofit audience.
Islamic Relief USA - Director of Marketing and Communications
David Hawa is a communications professional with more than 25 years of experience in advertising, marketing, project management, video production, graphic design, public relations, and web design. He holds a communications degree from George Mason University and is certified in fundraising management (CFRM) from the Lily School of Philanthropy, Indiana University.Mon, Apr 17, 2023
3:00pm - 4:15pm
How You Can Gather Focus Group Data That Will Drive Your Work
Focus Groups are a powerful research method used to gauge impact and drive change. As a Fundraiser, you already possess many of the skills needed to adopt this strategy. Come to watch a live focus group, learn additional tools, and leave ready to conduct your own focus group.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Kacey Jones, CFRE, MA
Mon, Apr 17, 2023
3:00pm - 4:15pm
How We're Transforming Our AFP Chapter Through a Commitment to IDEA
Join AFP Southern Arizona board members to learn about how they’re transforming their chapter through a commitment on IDEA. This panel session will examine the AFP Southern Arizona as a case study in implementing IDEA followed by interactive discussion and participant brainstorm about IDEA in their own chapters and organizations.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Valerie Sipp, MA
Living Streets Alliance - Manager of Operations
With a masters in Contemporary Art with a focus on human behavior and interactions, I have worked in Tucson non-profits for nearly eight years, most recently becoming the Operations Manager at an advocacy organization. My IDEA (Inclusion, Diversity, Equity, Access) journey began four years ago through a local collaborative group before I became the AFP IDEA Committee co-chair for two and a half years where I assisted in the revamping of the committee.Edna Meza Aguirre, CFRE, JD
Arizona Center for Womens Advancement - Development Director
A first-generation Tucson native, Edna is fluently bilingual and bicultural, with Spanish as her first language and learning English at age seven. Edna self identifies as BIPOC/Latinx, and she is governed by the tenet that representation is crucial. She brings a unique background of law, teaching, political and not for profit fundraising to her 20 year career.
The Nature Conservancy - Digital Production Manager
After being forged in the fires of the nonprofit art sector at MOCA Tucson, I accepted a fundraising role at the Sonoran Institute and fell in love with environmental justice, leading to my current role in Membership at The Nature Conservancy. I have served on the board of the Association of Fundraising Professionals, Southern AZ chapter since 2019, establishing the BIPOC Nonprofit Workers support group and assisting in the chapter's groundbreaking IDEA work.
Mon, Apr 17, 2023
3:00pm - 4:15pm
Laissez les bons temps rouler! Building Your Organization’s “Dream Team” to Secure that Big Gift
Large shop? Small shop? Learn ways to better engage program teammates, volunteer leaders, and your executives to help secure truly transformational gifts and have fun along the way. This interactive session will help you deepen donor engagement and find new ways to grow revenue while building trust on your team.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham is the VP, Individual Giving at Conservation International. She oversees more than $60M in revenue through the annual, major, and principal giving teams. She has lead CI's Special Events program and their global Business Councils. In addition to her CI experience, she lead the National MS Society's Major and Planned giving teams and has an MPA in Nonprofit Management. She is a mom of three, AFP-DC Board member, and an avid triathlete.
National MS Society - VP, Individual and Foundation Giving
Taylor McMillan is the VP, Individual Giving & Foundation Relations for the National MS Society. She is a member of the Leadership team that oversees $180M annually and her team of 25 raises more than $50M through midlevel, major, planned, and foundation giving. Prior to this role, Taylor lead all fundraising efforts for the Society's South Central region. She is a mom of two boys, an active mentor of fellow fundraisers, and a travel lover.Mon, Apr 17, 2023
3:00pm - 4:15pm
It's Deductible! Keeping the IRS and Your Donors Happy
Do your eyes glaze over when you hear, "IRS"? In this highly interactive session, learn about gift substantiation, disclosures, and acknowledgement all while having fun! Participants will leave better prepared to solicit and steward gifts with confidence.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Nancy Brown, CFRE, MSA
Winona Community Foundation - Executive Director
Brown has been in the fundraising profession for more than 25 years working in higher education, healthcare, charitable estate planning, consulting, and community foundations. She presents frequently to local AFP chapters, nonprofit groups, and was an instructor in the Master's in Philanthropy and Development programs at LaGrange College and Saint Mary's University. She has volunteered at all levels of AFP including global board service and chapter president.Mon, Apr 17, 2023
3:00pm - 4:15pm
A (Cis) Man’s Place Is in This Session: No, Really, Come to This Session
Do you get a sense that womxn in the field have a heavy load to bear? Feel like some men are making all men look bad? Wondering what YOU could do/not do about it? You don’t have to be that guy any more. Come learn how to help seed change.
Education Track(s): Ethics, Accountability and Professionalism , Rebels, Renegades and Pioneers
Audience: Applied
Speakers
Heather Hill, CFRE, AFP Master Trainer, CNM, Q3 Leadership Coach
Chapel & York - Executive Director, US Foundation
Heather is a seasoned nonprofit leader with two decades of nonprofit experience and an extensive background in leadership and management, fundraising, marketing and communications, grant seeking, strategic planning and analytics. A highly rated international speaker and a passionate thought leader and volunteer, Heather has received multiple awards for her work (including for her “#thanksGivingTuesday” initiative) and is also Chair of Rogare, the international fundraising think tank.Cherian Koshy, CFRE
Merit America - Vice President of Development
Cherian Koshy is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), & AFP Master Trainer. Cherian is the Vice President of Development at Merit America, a a nonprofit organization that is closing the opportunity gap at scale by preparing talented workers in low-wage roles for well-paying careers - breaking the cycle of poverty, and building a new pathway to the middle class for tens of millions of Americans.Tycely Williams, CFRE, Executive Master's, Certificate in Philanthropic Psychology
Bipartisan Policy Center - Chief Development Officer
Over the past twenty-five years, Tycely has inspired investments of more than $150 million dollars for social good. She currently serves as Chief Development Officer for The Bipartisan Policy Center. Additionally, she leads the AFP global Inclusion, Diversity, Equity, and Access Committee; chairs the governing boards of three organizations, and teaches Fundraising and Leadership at The Pennsylvania State University. Tycely is a Certified Fundraising Executive and holds an Executive Master’s in Leadership from Georgetown University.Ashley Belanger, Certificate in Philanthropic Psychology & Certified Qaudrant 3 Leadership Coach
Ashley Belanger Consulting - Owner & Principal Sparkplug
After 10 years as a founding ED, Ashley’s dedicated to being the person she wished she’d had. She looooooooves applying research and theory to co-create change alongside clients pursuing justice. She holds a Certificate in Philanthropic Psychology and is a Certified Quadrant 3 Leadership Coach. She serves as a Council Member and contributing author for Rogare, the global fundraising think tank. In her practice, she provides strategic counsel, one-on-one coaching, and expert donor communications.Mon, Apr 17, 2023
3:00pm - 4:15pm
Ten Ways To Support Mental Health and Wellbeing At Work
As a mental health care crisis continues to impact our country, companies are faced with employees coping with stressors to their mental health and well-being. This workshop will explore how to augment traditional ways to support the mental health. Included in the ten ways to bolster mental health are wellness programs, EAP programs, coaching and the use of technology and apps.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Linda McGhee, JD, PhD
McGhee and Associates, LLC - Clinical Psychologist
Linda McGhee, (she, her, hers) is a clinical psychologist who received her undergraduate degree from the University of Michigan and doctorate in psychology and law degree from George Washington University. She completed the Diversity and Inclusion Program at Cornell University. Dr. McGhee owns a private practice in Chevy Chase MD. She writes and speaks nationality on equity in mental health, self-care for leaders and diversity in companies.Mon, Apr 17, 2023
3:00pm - 4:15pm
Stewarding Sustaining Donors (Presented by Blackbaud)
Did you know that sustained givers increase the giving to your organization by as much as 300% over the course of 2 years. In this advanced session, learn strategies for engaging and retaining sustaining donors. Come prepared to brainstorm, share, and learn strategies that you can implement at your organization.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Mon, Apr 17, 2023
3:00pm - 4:15pm
Avoiding Campaign Calamities (Presented by Carter)
Preparing for and completing a successful campaign requires great planning and execution. In addition, it is also vitally important that you avoid some “campaign calamities” which can compromise a campaign’s success. Please join Steve Higgins, CFRE for a robust conversation that will ensure you are positioned for campaign success!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Steve Higgins, CFRE
Carter - President & CEO
Steve serves as the President & CEO of Carter, a global consulting company specializing in fundraising, governance and organizational planning. Prior to co-founding Carter in 2011, Steve spent six years as a Senior Vice President of Ketchum. Steve is a Past President of Indian River County’s, Association of Fundraising Professionals (AFP), and has served on AFP Global’s Committee on Directorship. A graduate of Elon University, Steve resides in Vero Beach, FL.Mon, Apr 17, 2023
3:00pm - 4:15pm
HEARD: How to Become a Better Leader - and Fundraiser - Through Active Listening
Do you often find conversations at work frustrating or even counter-productive? Have you ever wondered if there was a better way? Attend this fast-paced and interactive session to learn how to actively listen your way to success for more productive and rewarding relationships with your boss, staff, colleagues and/or donors. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Martha Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - President
Martha H. Schumacher is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Her current and recent clients include American University, Best Buddies International, Campaign for Tobacco-Free Kids, and National Geographic Society. Martha is a past AFP Global Chair. She lives in Alexandria, Virginia with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Tue, Apr 18, 2023
8:00am - 9:15am
How to Prioritize (Way!) Better in Fundraising
Even on the best of days, fundraising can feel like an impossible puzzle. So many GOOD things to do, but which is BEST? In this interactive presentation, fundraising coach Derik Timmerman will share his practical methods for discerning and prioritizing as a fundraising professional, even under extreme pressure.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Derik Timmerman, PhD, CFRE
Sparrow Nonprofit Solutions - Founder
Derik Timmerman, CFRE is the Founder of Sparrow Nonprofit Solutions, a nationwide consulting firm helping nonprofits maximize their world-changing impact. Prior to founding Sparrow, Derik was a management consultant at McKinsey & Company and a US Army Intelligence Officer with two combat deployments to Iraq. Derik earned his Bachelor's from the US Military Academy at West Point, a Masters from Liberty University, and is completing a PhD in Philosophy in Spring 2023.Tue, Apr 18, 2023
8:00am - 9:15am
Moving Beyond Bricks and Plaques: New Perspectives on Building Inclusive Naming and Recognition Practices
Our exploration of naming and recognition policies will address the nonprofit sector's inherent power dynamics. This session will look into the shift toward inclusivity and community-based approaches. We will reflect on organizations' naming and recognition practices, as well as the understanding of the community's needs, interests, and opinions.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Sarah Marino, MBA
Campbell & Company - Vice President, Fundraising
Sarah Marino brings a tailored approach to each engagement and an appreciation for the uniqueness of every cause and community in her work at Campbell & Company. In her 20 years of direct development experience, she has managed multi-sector, high-value partnerships as well as a national major gifts team. Sarah holds an MBA from the University of San Francisco. She serves as Campbell & Company's manager of Diversity, Equity, Inclusion, and Access.Tue, Apr 18, 2023
8:00am - 9:15am
Staffing Your Fundraising Operation: Structure, Attract & Retain
This fundraising staffing workshop explores the various options to staff your organization’s fundraising operation, structuring the position in a way that’s most likely to attract top talent and what you can do as a manager to keep your fundraising staff happy and serving your organization for the long term.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Chad Barger, CFRE, AFP Master Trainer, CNP
Productive Fundraising - Chief Strategist & Owner
Chad Barger, CFRE, CNP is a sought-after nonprofit fundraising speaker, master trainer and coach. Chad owns the firm Productive Fundraising which specializes in teaching the latest research-based fundraising tactics and making them approachable for small, community-based nonprofit organizations. He shares actionable nonprofit fundraising tips and free resources at productivefundraising.com.Tue, Apr 18, 2023
8:00am - 9:15am
Board Engagement & Fundraising: Evidence-Based Practices that Work!
Fundraising is a primary responsibility of nonprofit boards of directors. However, fewer than half of nonprofits report having boards fully engaged with charitable giving. A recent study using BoardSource data and interviews with successful nonprofits identifies six practical strategies for achieving 100 percent board participation in charitable giving and fundraising.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Bill Stanczykiewicz, Ed.D.
Indiana University Lilly Family School of Philanthropy - Senior Assistant Dean for External Relations
Bill Stanczykiewicz, Ed.D., serves as senior assistant dean for external relations at the Indiana University Lilly Family School of Philanthropy, where he directs The Fund Raising School. Bill's professional experience includes leading a youth development nonprofit for 17 years. His research expertise is in board engagement with fundraising.Tue, Apr 18, 2023
8:00am - 9:15am
“Fundraising is life” how to reenergize yourself and your fundraising
“Please put on your oxygen mask before helping others” We’ve all heard this before, well, this session IS your oxygen mask. Join Clay and Lynne to explore how the human side of fundraising has changed in recent years and how to respond to these upheavals. We have faced more than a pandemic; we have faced racial and social injustice, the great resignation, civil conflict, working from our living rooms and much more. Regardless of how we perform the tasks and execute strategies, fundraising is a relationship-based profession. WHY we choose our profession and that we choose ourselves as much as we choose to serve others is essential. Using the framework of Recognize, Reveal, and Reframe we will build a model for attendees to follow and build upon. This interactive session, complete with workbook, allows the attendee and the speakers to connect over common experiences and will help guide positive future outcomes.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Donor Relations Guru LLC - Founder and Principal
Lynne is well known resource for donor relations and fundraising expertise. She has published four books and been featured in industry publications. Lynne’s philosophy is the goal of any great fundraising operation is to use strategic communications and interactions to foster the relationship between the organization and its donors. Using her expertise and hands on approach, she works with organizations to help them keep their focus donor driven, technologically savvy, and strategic.Clay Buck, CFRE, AFP Master Trainer
TCB Fundraising - Founder and Principal
Clay is a thirty-year fundraising veteran and is the Founder and Principal of TCB Fundraising, a nonprofit fundraising and communications consultancy focused on building individual giving at all levels. He has served in leadership roles at a variety of nonprofits across the country and has been a senior consultant with major national firms. He has held the Certified Fund Raising Executive credential since 2010, is an AFP Master Trainer.Tue, Apr 18, 2023
8:00am - 9:15am
What Funders Want (Presented by Bonterra)
Bonterra surveyed hundreds of funders across the country to find out what they look for from nonprofits when making grant decisions. We’ll discuss key takeaways from this fundraising and grant data with a funder and a nonprofit, and we’ll focus on how nonprofits can put themselves in the best position to win grants.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Benjamin Miller, MS
Bonterra - SVP of Data Science and Analytics
Ben Miller is an entrepreneur drawing upon degrees in mathematics and systems engineering to advance applied data science in the nonprofit sector. He is the SVP of Data Science and Analytics at Bonterra and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben serves on the Research Council for the AFP and is the chair of the Fundraising Effectiveness Project.
Darwin Pivot - Managing Partner of Social Impact
Nicole has spent most of her career at the intersection of Social Impact and innovation, helping companies think differently about designing, implementing, and measuring their Social Impact programs using her unique background in Corporate Social Responsibility, behavioral science, and human-centered design. She has seen the industry from many perspectives as an in-house CSR practitioner for Intuit, a CSR consultant for some of the world's biggest brands, and during her time in Not for Profit.Tue, Apr 18, 2023
8:00am - 9:15am
4 Pillars of Social Media Engagement for Fundraisers (Sponsored by Bonterra)
With increased digital donations, social media is rising as a powerful tool to build relationships with your current donors and attract new ones. In this session, attendees will learn 4 ways to build deeper relationships with social media followers and convert them into long-term supporters.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Josh Hirsch, MS
Barlele - Digital Communications Consultant
Josh Hirsch has worked in the nonprofit sector since 2006 with a focus on educational philanthropy for both public charter and independent private schools. He has an extensive background in social media, digital communications, and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors.
J Campbell Social Marketing - Digital Storytelling & Social Media
Julia Campbell is on a mission to make the digital world a better place. Through speaking, training, and consulting, she shows social purpose organizations how to use social media and storytelling to build communities, showcase impact, and advance their causes. Her passion is to get organizations and change makers to stop spinning their wheels and start getting real results using digital tools.Tue, Apr 18, 2023
8:00am - 9:15am
MID-LEVEL DONORS: KEY STRATEGIES IN STEWARDING, ENGAGING, SOLICITING AND UPGRADING (Presented by Catapult Fundraising, Inc.)
Join Gwen for an in-depth discussion on fundraising best practices for your mid-level donors. Shannon will discuss strategies and fundraising methodologies on how to best engage these prospects and move them up the giving pyramid.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Gwen Paxon, CFRE
Catapult Fundraising, Inc. - Vice President of Client Services
For over 20 years, Gwen has been passionately working in development on both the consulting and institutional sides. She brings a wealth of knowledge from her extensive experience to the clients she works with. Gwen’s ability to identify areas of opportunity helps the programs she manages reach their maximum potential. Gwen holds a MA in Philanthropy and Development from Saint Mary’s University in Minnesota and an MBA from North Park University. Gwen served as a board member of the AFP Las Vegas Chapter and currently serves as president of the AFP New Jersey Chapter.Tue, Apr 18, 2023
10:15am - 11:30am
Pathway to Philanthropist: How FIU is Redefining Charitable Giving
FIU’s Pathway to Philanthropist program (P2P) progressive gift tactics empower mid-level capacity donors to advance an institution today and in the future. P2P’s financially inclusive approach leverages their capacity, passion and enthusiasm into more impactful gifts focusing on endowment funding, alumni participation, donor retention, engagement, and irrevocable planned gift pipelines.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Tue, Apr 18, 2023
10:15am - 11:30am
Donor Advised Funds, Community Foundations, and You: Working Together to Grow Philanthropy
Do donor advised funds frustrate or excite you? Learn how to collaborate with your community foundation to bring more money not just your mission but to your community as a whole. DAF is NOT a four-letter word.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Nancy Brown, CFRE, MSA
Winona Community Foundation - Executive Director
Brown has been in the fundraising profession for more than 25 years working in higher education, healthcare, charitable estate planning, consulting, and community foundations. She presents frequently to local AFP chapters, nonprofit groups, and was an instructor in the Master's in Philanthropy and Development programs at LaGrange College and Saint Mary's University. She has volunteered at all levels of AFP including global board service and chapter president.Jeremy Wells, CFRE, MA
The Saint Paul & Minnesota Community Foundations - Senior Vice President of Philanthropic Services
Jeremy R. Wells, MA, CFRE, serves as Senior Vice President at the Saint Paul & Minnesota Foundation, one of the largest community foundations in the country. Wells is an adjunct faculty member at the University of St. Thomas and a frequently requested speaker in philanthropy. Wells is a former AFP Global Board Member, former AFP PAC Chair, and was also selected as a 40 Under 40 recipient by the Minneapolis/St. Paul Business Journal in 2018.Tue, Apr 18, 2023
10:15am - 11:30am
Mystery, Tragedy, Fantasy, Adventure. . . Are You Telling Your Board the Right Fundraising Story?
Is your fundraising story one of adventure or does it read like ancient history? The fundraising “stories” we tell our board members can be outdated, confusing, or even fantastical. In this session, you will identify your current fundraising story and explore how to change it for maximum impact.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Amberlie Phillips, MPA
Pathway Associates - Managing Partner
Amberlie Phillips, MPA, is a managing partner at Pathway Associates. She has over twenty years of nonprofit experience and is an expert in large scale fundraising programs and major gifts program implementation. She successfully led the development programs at both YWCA Utah and the Utah Food Bank to record-breaking fundraising success and raised major gifts for San Diego State University. She brings a practical, results-oriented approach to her work with staff and boards.Tue, Apr 18, 2023
10:15am - 11:30am
From Young Pro to Emerging Leader: How to Maximize AFP to Build Your Career!
What we are hearing: “Emerging Leaders are jack-of-all-trades, masters of none.” With a projected 10-year growth in the fundraising profession of 14%, emerging leaders need to strategically maximize their growth potential. Hear how four young, diverse professionals catapulted their careers by maximizing their professional experience to become leaders.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Chessie Biggam, CFRE, MPA
AQP Consulting - Fundraising Consultant
Chessie Hayes has been an active member of the fundraising community and implements thoughtful, strategic plans to enhance donor engagement. She was an Adjunct Professor at the University of Memphis teaching Resource Development and Nonprofit Storytelling. She received the award for AFP Global’s Outstanding Young Professionals. She was awarded the Outstanding Emerging Philanthropist from her local AFP chapter. She serves as the President-Elect for AFP Memphis and on the Emerging Leaders Initiative for AFP Global.Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Dzenan Berberovic serves at Avera Health as their Chief Philanthropy Officer. He served in several committee roles in his local AFP Chapter. In 2022, he will have the honor of serving the South Dakota Chapter as President. After being named AFP’s Young Professional in 2018, he served on the Next Generation Task Force, ICON Education Committee, and AFP Global’s Nominating Committee. He enjoys his role on the AFP U.S. Foundation for Philanthropy Fundraising Board.Tue, Apr 18, 2023
10:15am - 11:30am
Peer-to-Peer Fundraising: How to mobilize your donors and build a thriving community (Presented Givebutter)
Interested in peer-to-peer fundraising or eager to improve your P2P campaigns? This interactive workshop will dive into the four key elements of a successful grassroots peer-to-peer (P2P) fundraising campaign: setting intentions, storytelling, segmentation, and supporter mobilization. Givebutter’s Floyd Jones will share real-world campaign examples, highlight best practices and technology for optimized P2P fundraising, and facilitate individual reflections and small group breakout discussions, full-group share-outs, and Q&A. Participants will leave with individualized game plans for their own P2P campaigns.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Tue, Apr 18, 2023
10:15am - 11:30am
Recession-Proofing Your Mission to Attract, Retain, and Grow Donors (Presented by Microsoft)
While individual giving increases year after year, the number of donors is decreasing. This means recession-proofing for nonprofits is the only way to continue missions uninterrupted in uncertain times. Your donors are increasingly digital natives who expect personal, relevant, and timely communications that connect them to the impact of their mission. With limited resources and budget, how are you building lifetime giving into your plans? In this session, we will explore ways to apply marketing, data, and AI to move from single transactions with donors to lasting engagement. ?
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Tue, Apr 18, 2023
10:15am - 11:30am
Cognitive Impairment in Donors: Are You Prepared?
We are on the precipice of the largest transfer of wealth in human history, with over $35,000,000,000,000 being dispersed in the coming years. As we age, rates of dementia and other cognitive impairment increases, creating ethical and legal issues for fundraisers when they encounter this with donors. Are you prepared? Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Anthony Pomonis, CFRE
Cognitive Empowerment Consulting Group, LLC - Co-founder
Anthony Pomonis, CFRE has spent two-plus decades helping individuals unlock meaningful experiences in their lives. He served as a major gift officer for the University of Illinois and thereafter at the University of Illinois Foundation. Anthony graduated with his B.A. from the University of Illinois at Urbana-Champaign in 2002 and spent fifteen years opening five regional restaurants. He is the co-founder of the Cognitive Empowerment Consulting Group, LLC.Tara Adams, JD, Ed.M.
Cognitive Empowerment Consulting Group, LLC - Co-founder
Tara Adams has spent her professional career dedicated to education, serving in roles within higher education administration at the Northwestern Pritzker School of Law and the University of Illinois College of Law at Urbana-Champaign in addition to the Judicial Education division of the Illinois Courts. Tara also raises funds as a board member for the Lincoln Park Zoo in Chicago, Illinois. She is the co-founder of the Cognitive Empowerment Consulting Group, LLC.Tue, Apr 18, 2023
10:15am - 11:30am
Responsive Nonprofits: How To Build Resilient Teams & Drive Sustainable Growth
Most fundraising teams are built on predictability and efficiency in a world where change is constant and experimentation is a must, resulting in a disconnect between supporter expectations and fundraising strategy. Hear how leaders are adopting responsive mindsets to close the gap, exceed fundraising goals, and build resilient teams.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Mel Trotter - Chief Advancement Officer
Beth Fisher is an author, speaker, business leader, cancer-survivor, and marathoner with a passion for helping others overcome. After spending over twenty-five years in corporate sales, Beth now serves as the Chief Advancement Officer for Mel Trotter Ministries. She continues to be passionate about helping others understand the real narrative of human sameness and unconditional love.