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
Strategic
Sun, Apr 16, 2023
9:00am - 10:15am
We Are All Not Ok – Building Cultures that Support, Heal and Strengthen
The last three years have thrust forward the professional struggles for many, especially women and people of color. Creating cultures that tackle these challenges is hard, intentional work. In this session, we will share strategies and tangible action that supports, heals, and strengthens our workplace, building better cultures for all.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Natalie Gupton, CFRE, MPA
AgSafe - Vice President and Chief Operating Officer
Natalie is an experienced fundraiser, event planner, grant writer and instructor. In 2017, she found the perfect blend of her personal and professional passions as AgSafe’s Vice President and Chief Operating Officer. Previously, she was a development coordinator for NortonChildren’s Hospital and the United Way of the Bluegrass. Natalie and her husband enjoy their small piece of country life on 2 acres in the heart of Kentucky’s largest city with their daughters.Amy Wolfe, CFRE, MPPA
Mujeres Poderosas - Partner
Amy Wolfe, MPPA, CFRE, is a partner in Mujeres Poderosas, a collaboration of hard-working, determined and passionate women sharing their collective wisdom for the betterment of non-profit organizations. She has nearly twenty years of non-profit development experience. Amy serves on the boards of directors for Ag Innovations, the Modesto Rotary Club, and the League of Women Voters of Stanislaus County. She, her husband, and their daughter enjoy country life in California.Sun, Apr 16, 2023
9:00am - 10:15am
Staff Complacency: The Leadership Blindspot that Demands Attention
Breaking down silos..the other way. It’s time for leadership to understand the horizontal slabs that exist within an organization which result in complacency, lower productivity, and growing frustration from staff. Isolating those outside of the senior management team in a market with already high turnover comes at a significant cost.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Alexis Gaiptman, CFRE, MBA
Make-A-Wish® Canada - Regional Vice President
Alexis is a Regional Vice President at Make-A-Wish® Canada and has over 18 years experience. Specializing in both legacy and major gifts, strategic planning and operational growth, she has a proven track record in the healthcare, higher education and humanitarian sectors. A lifelong learner, she seeks out positive change and the desire to better our communities. Alexis is the President Elect of the AFP Quebec Board and has recently completed her Executive MBA with McGill-HEC.
Leukemia and Lymphoma Society of Canada - Regional Director, Quebec
Karine Mayers is Regional Director (Quebec) at Leukemia and Lymphoma Society of Canada and has over 12 years of fundraising experience varying from corporate sponsorship, to special events, campaign, major gifts and annual fund. She has worked in healthcare, higher education, and the arts. With a career path that includes human resources before being recruited into the non-for-profit world, she is passionate about making connections, building relationships and creating a positive, supportive work environment.Sun, Apr 16, 2023
9:00am - 10:15am
The Multicultural Majority: Who They Are and How They Are Changing Fundraising
By 2050, ethnic minorities will become the majority – a shift already registered in the segment between 1-18 years old. As this racial diversification occurs, new philanthropy behaviors emerge. Come hear the latest data a tested strategies that will help you deliver appeals that resonates with multicultural donors.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Ivan Leon, MA
Kerux Group - Kerux Group
Ivan Leon is an accomplished cross-cultural marketing strategist. He leads Kerux Group, a multicultural communications agency that helps nonprofits engage Hispanics with authenticity. He has provided advice and direction to organizations such as Prison Fellowship, CBN, FamilyLife, In Touch, and Renewal Ministries, among others. He also speaks regularly on the topic of audience and donor diversity.Sun, Apr 16, 2023
9:00am - 10:15am
Fundraising Possibilities the Pandemic Taught Us
In 2021, the Greater New Orleans Foundation, with the University of New Orleans Department of Political Science, released The State of Nonprofits in Southeast Louisiana 2021 - Adaptability And Racial Equity in Year One of the COVID-19 Pandemic. Report findings demonstrated a regional gap in nonprofit racial leadership and identified a variety of challenges nonprofit leaders of color encountered as fundraisers for their organizations. The Foundation committed to closing that gap through grantmaking, focused programming, and strategic collaborations. During the same period, the AFP Greater New Orleans Chapter continued their efforts to center inclusion, diversity, equity, and access (IDEA) by hosting several equity-focused programs. Though the Chapter experienced significant financial loss, they committed to offer free programming during the pandemic. As nonprofits in southeastern Louisiana grappled with the long-term impact of the pandemic on fundraising possibilities, the two organizations created a unique partnership to advance IDEA in the fundraising, nonprofit, and philanthropic sectors.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Devon Turner, MA
Greater New Orleans Foundation - Director of Nonprofit Leadership and Effectiveness
A native of Plaquemines Parish in southeastern Louisiana, Devon R. Turner joined the Greater New Orleans Foundation as Director of Nonprofit Leadership and Effectiveness in July 2022. As Director, Devon manages a spectrum of nonprofit capacity-building programs, leadership and skill development offerings, and special projects at the Foundation. Through thought partnership and program designs informed by a commitment to justice, equity, diversity, and inclusion, she responds to the unique challenges and opportunities nonprofits in theKellie Chavez Greene, MFA
Greater New Orleans Foundation - Vice President for Programs
Kellie Chavez Greene is Vice President for Programs at the Greater New Orleans Foundation. Kellie’s leadership has been instrumental to the Foundation’s positioning as an innovator and civic leader in the pursuit of driving positive impact through philanthropy, leadership, and action in the New Orleans Region. This work includes grantmaking and civic leadership initiatives including Nonprofit Leadership and Effectiveness, New Orleans Works, the Foundation’s Workforce initiative, Environmental programs, Fund for Racial Equity, and Disaster Recovery.Chantelle Pierre, MSW
Chantelle Pierre Consulting
Chantelle Pierre brings over 25 years of experience in education and nonprofit leadership to strengthen communities. She is the founder of Chantelle Pierre Consulting, which offers fundraising and leadership development services that promote racial equity within organizations. A go-to strategist for organizations experiencing leadership transitions, she has led teams to produce goal-shattering results. She has raised seven-figure, multi-year gifts used to resource historically excluded, Black-led grassroots organizations and educational institutions serving vulnerable populations.Natasha Walker, MPA, CAP®
Ellis Marsalis Center for Music - Director of Development and Communications
Natasha Walker joined the Greater New Orleans Foundation in August 2019 as Development Officer. She has held various fundraising roles throughout her career at the Ellis Marsalis Center for Music, the National Center for Civil and Human Rights, and the City of Atlanta’s Mayor’s Office. She serves on the board of AFP, Greater New Orleans Chapter. Natasha holds BA degrees in English and History from North Carolina Wesleyan University and an MPA from The PennsylvaniSun, Apr 16, 2023
9:00am - 10:15am
The Future of Fundraising: Why Philanthropy is in Trouble– and How to Save It
Every single day, potential donors are turned off by arcane or off-putting fundraising methods. In this talk, Lisa Greer sounds the alarm– and discusses the applicable fundraising solutions that will save your nonprofit.
Education Track(s): Relationship Building , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Lisa Greer, MBA
Saving Giving - Author, Philanthropist, Coach, Advisor
Lisa Greer is a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book "Philanthropy Revolution''. Lisa is on a mission to “Save Giving”. With her help and direction, the nonprofit world will see its donors engaged and energized, their organizations sustainable and with increased impact, and a more honest philanthropic culture that will create a larger and more loyal donor pool.Sun, Apr 16, 2023
9:00am - 10:15am
Because Fundraising Isn’t Challenging Enough – Spanning Recent Global Changes in the Law Impacting Philanthropy
Seriously? A session on legal stuff? Hey - This is the session not to be missed. Not just informative but entertaining too. Our donors live in a world where changes in the law impact their capacity to support our causes and organizations. You’ll walk away with insights and creative strategies. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Ted Sudol, JD
CARTER - Managing Director
Ted Sudol has regularly addressed AFP ICON attendees with updates on the law’s impact on philanthropy and fundraising. In a career spanning five decades, he’s been a consultant, practitioner, lawyer, and executive within the voluntary, public and private sectors. As Managing Director at CARTER, Ted offers an unparalleled perspective on the challenges and opportunities facing the voluntary sector today. Ted is a graduate of Georgetown and Temple Law School.Sun, Apr 16, 2023
9:00am - 10:15am
Mid-Level, Sustainer, and Sophisticated Direct Response: How to Adapt to Shifting Donor Expectations (Sponsored by GiveSmart by Community Brands)
For years, consumer and philanthropic trends were considered unique and distinct. This idea limited curiosity around their points of intersection. This session will look at shifts in consumer and donor behaviors. Participants will leave a deeper understanding of practical ways to leverage and expand their audience to increase revenue.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Pursuant - Executive Vice President, Client Strategy
Jennifer Bielat serves as Executive Vice President, Client Strategy. With more than two decades of experience in the nonprofit sector, Jennifer brings intimate knowledge and understanding of nonprofit management. In her role, she develops strategic solutions to help organizations navigate the opportunities and challenges facing today’s nonprofit organizations. Jennifer’s expertise lies in integrated marketing and communications strategy, comprehensive direct response strategy and execution, digital marketing and fundraising, and nonprofit leadership.Sun, Apr 16, 2023
9:00am - 10:15am
Shifting the Donor Landscape Paradigm: Strategies to Increase Engagement and Philanthropy among Donors of Color (Sponsored by Fundraising Academy)
This two-part session will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. In the first half of the session, participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities. The second half of the session is designed to introduce DEI strategies that align with their fundraising plans and priorities. Participants will leave with a tangible action plan they can use to improve their individual donor engagement and the operations within their organization.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Alyssia Coates, MA, PhD
Brown University - Senior Director of Development, Inclusive Philanthropic Engagement
Dr. Coates joined Brown University in 2019, and serves as a major gift fundraiser and the academic liaison for the Centers for the Study of Race and Ethnicity in America, and the Study of Slavery and Justice, as well as the Office of Institutional Equity and Diversity at Brown University. She is an active member of Fabulous Female Fundraisers, Women of Color in Fundraising and Philanthropy, the Council for Advancement and Support of Education (CASE),Sun, Apr 16, 2023
9:00am - 10:15am
Amplifying Impact Through Workplace Giving (Presented by Blackbaud)
Workplace giving can be a way to introduce giving and volunteering to potential donors and volunteers. To the uninitiated, they can look like anonymous donors. But like DAF donors, employees who give and volunteer through the workplace are intentional in their giving. For nonprofits they represent people who are interested in the cause, have already decided to give of time or treasure, and therefore represent a strong candidate to develop into a more significant donor. This session will be a panel discussion with a Corporate Social Responsibility executive, a board member from The Blackbaud Giving Fund, and an experienced fundraising executive. This group will discuss how these programs work from the offering to the employee, to funding grants through the DAF, to stewardship and fundraising activities at the nonprofit.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Blackbaud - Product Marketing Director
Liz currently serves as Director of Product Marketing and Value Enablement at Blackbaud and has 20 years of experience in developing and launching successful products for the nonprofit sector. Passionate about building capability that enables nonprofit success, Liz has worked closely with hundreds of organizations that manage endowed funds, scholarships, or offer donor-advised funds. She brings a deep operational understanding of the management of DAFs, endowments, and other restricted funds.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.Sun, Apr 16, 2023
10:45am - 12:00pm
Fundraising Innovation: How Canadian Organizations are Leading the Way
See leading examples of fundraising innovation from north of the border to include innovative social enterprise, and social finance models, corporate partnerships, collaborative foundation models, cause marketing campaigns and more. This session will present real-world Canadian examples, explain the key principles leveraged by these organizations and highlight fundraising results/success.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Bespoke Social Profit Solutions - Principal and Chief Vision Officer
Jolene Livingston is the founder of Bespoke Social Profit Solutions, which focuses on strategic planning, marketing and communication, and enterprise feasibility alongside fundraising. Before starting Bespoke Jolene spent a decade on the Development Leadership Team at the University of Calgary, delivering a $100M+ annual fundraising strategy. She designed and delivered campaigns for the $60M Schulich School of Engineering’s expansion, the $40M Taylor Family Institute for Teaching and Learning and the $25M Werklund School of Education.Jeni Piepgrass, CFRE
Glenbow Museum - VP, Advancement
Jeni is an experienced Fund Development professional with over 16 years of experience as a leader in the non-profit sector. Before taking on the VP, Advancement Role to lead the $175m Glenbow Reimagined Campaign in 2021, Jeni served as the Director of Development at Glenbow. Prior to joining the Glenbow team, she was National Director of Development for Windmill Microlending, where she led an innovative philanthropy and impact investment program.Sun, Apr 16, 2023
10:45am - 12:00pm
An Introduction to Latinx Fundraising
The Latinx population at almost 20% of the population is largely unengaged in giving, fundraising and nonprofits. How do we reverse this historic and chronic trend at your organization? Stop walking past great donor and learn to engage them.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Armando Zumaya, 36 years
Somos El Poder - Founder
Armando Enrique Zumaya A Chief Development Officer, Director of Major Gifts, Annual Fund Officer throughout his career. He is noted as an expert on Major GIfts Prospecting, Latinx Philanthropy and Fundraising, Cold Calling for Development Officer and Diversity in the Nonprofit world. He speaks and is published internationally. He is the founder of Somos El Poder. the first Latinx fundraising institute in the USSun, Apr 16, 2023
10:45am - 12:00pm
Donor Pet Peeves and How to Address Them (Presented by Salesforce)
In this interactive and fun session, we will discuss common fundraiser and donor pet peeves and how we can address them. Share and learn how we can delight donors by avoiding some of their common frustrations
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Salesforce.org - Sr. Product Marketing Manager
Mia Rodrigues is a marketing professional at Salesforce where she works on Fundraising solutions for Nonprofits. Previously, she worked for the World Bank and ran her own education non-profit. Mia studied economics at Columbia University and got her MBA from the Wharton School. She lives in the Bay Area, California with her family and enjoys pop culture news and a good cup of tea.
Salesforce.org - Principal Solution Engineer
Nicole Adair has worked at the intersection of nonprofits and technology for more than 20 years. As a Principal Solution Engineer at Salesforce, she helps nonprofit leaders align technology to drive their strategy and power their missions. Before joining Salesforce, Nicole was a non-profit leader for both the American Red Cross and United Way. She led teams responsible for fundraising, marketing and operations.Sun, Apr 16, 2023
10:45am - 12:00pm
Are your leaders leading fundraising?
New research findings about the CEO and Board Chair relationship that can support and drive fundraising in your organisation will be presented and discussed. Current leaders and fundraisers who are aspiring leaders will learn of recommendations for better fundraising, reflecting on leadership styles and fundraising leadership models. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Margaret Scott, CFRE, MBA, MBus(Research)
Margaret Scott & Associates - Director
Margaret Scott FFIA CFRE (Ret.), is a fundraising leader, Board member and researcher. Margaret is highly regarded in Australia and internationally and sought after as a presenter, mentor and guide to individuals and organisations wanting to raise more funds and develop their Board and organisational leadership. Margaret’s focus on fundraising leadership has culminated in PhD studies illuminating the special relationship between CEOs and Board Chairs and the role of Boards in supporting and driving fundraising.Sun, Apr 16, 2023
10:45am - 12:00pm
It Starts With a Big IDEA: Values Alignment in Fundraising
Many fundraisers are looking for practical ways to integrate IDEA principles into their fundraising programs. In this session, The Osborne Group and the ACLU will use their partnership as a case study to share key learnings and a framework for how to move from vision to implementation. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
American Civil Liberties Union (ACLU) - Director of Nationwide Development Resources
Donna Leonard has over a decade of experience in the nonprofit sector helping organizations mobilize resources to make bold, transformative change. Currently, she is the director of Nationwide Development Resources at the ACLU, overseeing a team that drives an integrated, strategic, and highly collaborative nationwide major gifts fundraising model. The first of its kind, the unit leverages data analytics, prospect development, capacity building, and learning across 54 affiliates and the national office of the ACLU.
The Osborne Group - Senior Philanthropy Advisor
Laurel brings over 20 years of experience to her work with The Osborne Group. Laurel works closely with clients on topics including donor engagement, development operations, board development, and more. In addition to well-received workshops for national organizations, universities, and others, Laurel has presented at AFP ICON, CASE-NAIS, and AFP Congress. Prior to joining TOG, Laurel worked with Big Brothers Big Sisters of America where she coordinated capacity-building support to agencies across the country.
The Osborne Group, Inc. - Principal
Robert brings more than 25 years of experience to The Osborne Group team. A well-known and sought-after international speaker and workshop leader, Robert works with all types of organizations and all sizes. He has conducted well-received and highly rated workshops and keynote addresses for the International Fundraising Congress, AFP, the Association of Healthcare Philanthropy, APRA, ADRP, the International Fundraising Festival, the Fundraising Institute of New Zealand, and many others.Sun, Apr 16, 2023
10:45am - 12:00pm
The Secrets of Successful Succession Planning (Sponsored by Lindauer)
Planning to be replaced is not an area many leaders consider. It is essential today to create a transition strategy, leveraging organizational strengths and preparing for change. In this session, we will share tales of succession success, offer tangible lessons learned, and highlight how the process creates access and equity. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
St. Frances College - Chief Engagement and External Affairs Officer
Monique Moore Pryor, Esq., is an inspirational, results-oriented diversity executive with over 20 years of experience in fostering diverse, equitable, accessible, and inclusive organizations. An entrepreneur and journalist, Pryor co-founded Moms Extraordinaire, Inc., a multimedia company geared toward working mothers. Outside of work, she is a committed community activist, focusing on organizations that promote economic growth, affordable housing, and micro-city developments. She is married with two daughters and lives in New Jersey.Michael Baker, CFRE
m3 Development - Partner & Founder
Michael J. Baker, CFRE, is a founder and partner of m3 Development, a full-service consulting firm working with non-profits and foundations. His leadership of the firm and consulting efforts has led to a great deal of success for m3 Development clients. Prior to m3 Development, Michael worked with the American Cancer Society, National Hemophilia Foundation and Boy Scouts of America. Michael has over 25 years of experience in the field of philanthropy and non-profitsAmy Wolfe, CFRE, MPPA
Mujeres Poderosas - Partner
Amy Wolfe, MPPA, CFRE, is a partner in Mujeres Poderosas, a collaboration of hard-working, determined and passionate women sharing their collective wisdom for the betterment of non-profit organizations. She has nearly twenty years of non-profit development experience. Amy serves on the boards of directors for Ag Innovations, the Modesto Rotary Club, and the League of Women Voters of Stanislaus County. She, her husband, and their daughter enjoy country life in California.Sun, Apr 16, 2023
10:45am - 11:30am
Six Key Factors for Optimizing Healthcare Philanthropy
This presentation explores six facets of a healthy referral-based medical philanthropy program, with real-world examples from organizational leaders who have driven a process of culture change at their organizations. Examine your own opportunities to elevate the service you provide to your community in this dynamic session.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Strategic
Speakers
Jared Langkilde, MBA
Honor Health Foundation - President and CEO
Jared Langkilde is a passionate and effective advocate for the role of philanthropy in transforming healthcare. He joined HonorHealth Foundation as president and CEO in 2018, leading the organization with a clear focus on its mission for finding cures, saving lives and transforming healthcare. Under his leadership, HonorHealth Foundation has consistently increased its annual philanthropic support for HonorHealth, a six-hospital system serving the metro Phoenix region.
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.
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
Governance as Leadership: A Guide to a Generative Thinking Board
Based on literature from authors Richard Chait and Cathy Trower, the session will explore factors of board composition, leadership, recruitment, orientation, and education and their role a governance as leadership model to offer immediate action items, an understanding of Generative Thinking and real world examples of barriers and successes.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Julie Fink, CFRE, MA
Jefferson Health Foundation - New Jersey - Director of Development
Julie Fink is a seventeen-year veteran in nonprofit with experience in healthcare and social services. She currently is the Director of Development for Jefferson Health Foundation New Jersey. She serves as president of her local AFP chapter and a board member of an animal assisted canine therapy nonprofit. She holds her bachelors in communications from Rider University, her masters in nonprofit management and philanthropy from Bay Path University and is a certified fundraising executive (CFRE).Sun, Apr 16, 2023
4:00pm - 5:15pm
Using Data to Maximize Donor Efficiencies Leading Up to a Campaign (CANCELLED)
Kean University Foundation will present on utilizing data-driven efficiencies to maximize the outcomes with prospective principal and major donors leading into a campaign. Participants will become equipped to expedite key donors through the moves management process ultimately securing the foundational philanthropic gifts that the campaign will base its success on.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
William Miller, CFRE
Kean University Foundation - Chief Executive Officer
Bill regularly presents at industry conferences, authors articles for nonprofit and professional publications, and serves as a guest speaker on radio segments and podcasts. He has assisted national and international organizations with major gift initiatives, annual giving programs, planning and feasibility studies, development audits, endowment programs, board training and development, corporate and foundation relations, prospect research, and campaign management. During his career, he has been involved with fund development projects that have raised over $1,000,000,000.Edward Ahart, MPA
Kean University Foundation - Chief Development Officer
Ed has been with the Kean Foundation since January 2021. Prior, he spent 4 years in a major gift development role at the University of Delaware as well as assisting various non-profit organizations across New Jersey throughout his career. Ed has demonstrated success establishing industry-academic partnerships that have been key elements to campaigns and regional economic development. Ed has a Master's in Public Administration from Fairleigh Dickinson University with a track in non-profit management.Mon, Apr 17, 2023
8:00am - 9:15am
Beyond Sponsorship: Winning Strategies for Driving Impact through Corporate Partnership Innovation
Amplify impact by moving beyond traditional event sponsorship or corporate philanthropy towards innovative, value-add corporate partnerships. Learn the mindset required to leverage these types of partnerships, and key ingredients for success. See Canadian examples including The Black Entrepreneur Startup Program, an innovative partnership between Futurpreneur Canada and RBC.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Ramp Communications Inc. - Founder and President
Shelley Mayer, CM is founder & president of Ramp Communications, a certified B Corporation and award-winning creative agency. Shelley has expertise in every facet of social impact branding & advertising, and has worked with more than 80 non-profits & social enterprises. Shelley holds a BBA degree from Wilfrid Laurier University and is a member & Chartered Marketer (CM) with the Canadian Marketing Association, where she serves as a sector expert for the CMA NFP Council.Mon, Apr 17, 2023
8:00am - 9:15am
ROI of Strategic Action Planning: Preparing Teams to Dramatically Increase Impact and Revenue
Is your organization considering engaging in strategic planning? Explore two case studies where strategic planning produced significant increases in both community impact and revenue. Even more importantly, these efforts are shifting existing assumptions in local communities around poverty, hunger and environmental sustainability using an equity lens. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Teri Beckman, MA
HIGOL - CEO
With 30 years of experience in the nonprofit sector, Teri founded HIGOL, where she and her team help nonprofit leaders increase revenue and community impact by an average of 50% within twelve months. Leading various efforts in community development, she has directed fund raising efforts ranging from $500,000 to $15 million. She understands leadership challenges and is a strategic advisor/consultant to CEOs and their teams throughout the United States as they grow their organizations.
Inter-Faith Food Shuttle - CEO
With over 20 years’ experience in nonprofit leadership, Ron Pringle serves his community at Inter-Faith Food Shuttle. Raised in South Carolina, Ron received a BA in Human Services from Springfield College in Charleston. He served as Assistant Chaplain in the U.S. Airforce during Desert Storm, then returned home to Charleston, beginning his career in food banking, coming to the Food Shuttle as President and CEO in May of 2020, as their first African-American CEO.Mon, Apr 17, 2023
10:15am - 11:30am
A Narrative for Professional Fundraisers
To respond to the ever-changing context of philanthropy and fundraising in our world today, come learn what AFP Canada has developed to prepare fundraisers to be positive ambassadors for their organizations and profession. Over 500 fundraisers have already been trained on the “new narrative” to be able to share the positive impact of our profession across the charitable sector. Feedback from those who have taken this training includes “very valuable training”, “important content”, “brought many great points to the conversation and I plan to start approaching my work with donors differently as a result.”
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Nancy Dossous, CFRE
McGill University Health Centre Foundation - Director, Development
Nancy Perry Dossous, CFRE is Manager, Major Gifts for the McGill University Health Centre Foundation in Montreal, Quebec. She has worked in a variety of roles over the past seven years from annual giving, stewardship, recognition events and major gifts, and through each one she has gained new insights into leveraging donor motivations to maximize engagement and support. She views philanthropy as a powerful tool for the advancement of equity.
Central City Foundation - President & CEO
Jennifer Johnstone President & CEO of Central City Foundation, an organization working to improve the lives of people in need in Vancouver’s inner city. CCF pursues this agenda through community-centered philanthropy rooted in a commitment to truth, justice and reconciliation. CCF owns sustainable social purpose real estate properties and builds relationships with leading community organizations to create the opportunities for investments in community-led solutions. Jennifer is currently the Chair of the board of AFP Canada.Krishan Mehta, PhD
Toronto Metropolitan University - AVP, Engagement
Dr. Krishan Mehta is an advancement leader with extensive experience in transformational philanthropy and partnerships, capital campaigns, strategic planning, marketing and communications and stewardship. Dr. Mehta is also a researcher who studies the charitable activities of immigrants and diaspora communities in Canada. In 2021, Dr. Mehta received the Outstanding Fundraising Professional of the Year Award by AFP Toronto and he was named an AFP Distinguished Fellow in 2022.Mon, Apr 17, 2023
10:15am - 11:30am
Challenges and Opportunities: Trends and Innovations Impacting Fundraising Worldwide
Wake up to innovation in fundraising, donor engagement, artificial intelligence, and why channels and tools such as TikTok, Facebook, Google, LinkedIn, Instagram, Google, WhatsApp and many more digital channels and payment tools are now essential to your fundraising mix. Hear real success stories in a whirlwind tour of the planet. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Daryl Upsall, MA, MBA, FCIOF
Daryl Upsall International - President
With 38 years working with over 240 non-profits in 70 countries, Daryl is known for his leadership and innovation, pioneering digital fundraising co-creating face to face fundraising when leading Greenpeace’s fundraising worldwide. President of Daryl Upsall International, Consulting & Recruitment and co-owner of Spain's leading telephone, digital and face to face fundraising agencies. He has spoken at conferences in 34 countries. Fellow of the UK Chartered Institute of Fundraising and former AFP Global Vice-Chair.Mon, Apr 17, 2023
10:15am - 11:30am
Activating an Equity-centered Development Department (Sponsored by Alford Group)
The imperative for Inclusion, Diversity, Equity, and Access in fundraising is well documented and accepted. Fundraisers play a leadership role in developing equity-centered practices that advance inclusion, ultimately creating more possibilities, for more people, to accomplish their organization’s mission that makes a difference in the world. Many of us struggle, however, with the execution of IDEA practices. How do we operationalize principles? What does it mean to our daily work as fundraisers? Do our organizations have IDEA plans that work in conjunction with our development plans? And how do we measure results to know that our equity-centered development efforts are actually creating change? This interactive session will engage a panel of fundraisers and philanthropic leaders to answer these questions. You’ll leave the discussion prepared to develop SMARTIE goals (strategic, measurable, ambitious, realistic, time-bound, inclusive, equitable) to more fully operationalize IDEA in your fundraising actions to advance transformational fundraising and relationships results. Alford Group is proud to sponsor the ICON2023 IDEA workshop. Join us to become an IDEA change agent. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Caroline Durham, JD
St. Charles Center for Faith + Action - Executive Director
Caroline brings thirty-plus years of justice advocacy to her role as Executive Director for the St Charles Center for Faith + Action. She comes to The Center from her role as Georgia Appleseed's Legal and Policy Director. In addition to serving as a public defender in state and federal courts for almost 30 years, she has extensive experience training advocates on how to effectively navigate criminal courts, and provide client-centered services.Marc Barnes, PhD, CFRE
UNCF - Sr. Vice President, Principal Gifts & Strategic Impact Investment Fund, UNCF
Marc A. Barnes, Ph.D. serves as Senior Vice President, Principal Gifts and Strategic Impact Investment Fundraising at UNCF where he works directly with the President & CEO to strengthen financial support for strategic impact initiatives. In this capacity, he is responsible for strategic fundraising activities and leading a team to identify opportunities to broaden UNCF’s philanthropic revenue. Most of Dr. Barnes’ 23 year fundraising career has been dedicated to raising money for HBCUs.
Reconcile New Orleans, Inc.|Café Reconcile - Chief Development Officer, Reconcile New Orleans, Inc.
Caitlin Scanlan is Chief Development Officer for Reconcile New Orleans (aka Café Reconcile). As a professional fundraiser for over 15 years, she has also served as Development Director at Volunteers of America and Habitat for Humanity affiliates. She is a proud Board Member for First Grace Community Alliance, New Orleans Vocal Artists (NOVA) and the Association of Fundraising Professionals Greater New Orleans and was the association’s 2019 Outstanding Professional Fundraiser of the Year.
Gulf Coast Community Foundation - Director of Donor Programs
Alisha Johnson Perry’s first high school job was at a non-profit. Dual studies in Journalism and Spanish, a decade as a Louisiana Legislative Aide, a federal flood, and a law degree launched Alisha into her 16-year fundraising career: since 2007 she has helped raise over $20 Million for immigrants rights and food justice through education and nutrition access. She is a Certified Fundraising Executive and is Director of Donor Programs for Gulf Coast Community Foundation.Cory Sparks, PhD
Dillard University - Major Gift Officer
Cory Sparks is a major gifts officer at Dillard University, a historically Black liberal arts institution in New Orleans. Cory has twenty-five years of experience as a fundraiser, community organizer, and organizational development consultant. He is a past president of the New Orleans chapter. An ordained United Methodist minister, Cory holds an A.B. from Columbia University, an M.Div. from Southern Methodist University, and a Doctorate in American History from Louisiana State University.Mon, Apr 17, 2023
1:15pm - 2:30pm
Manage Up! Techniques for Driving Cross-Team Efficiency in Grant Seeking
Master how to manage up! Learn techniques to drive cross-team accountability, manage timelines and expectations, and host productive meetings for stronger, more successful grant proposals.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Grants Plus - Senior Advisor
As a Senior Advisor at Grants Plus, Kelly works with a portfolio of nonprofit clients from across the country to write and advise on high-quality grant proposals, research potential funding sources, and guide grant-seeking strategies. Kelly is a member of the St. Louis Regional GPA Chapter, for which she served as a board member from 2017-2022, and currently serves on the membership/marketing and chapter conference committees.Abby Teare, MA
Grants Plus - Senior Advisor of Strategy
Abby has an extensive track record of winning grants from private, corporate, and government funders from across the country, with her largest awarded grant totaling more than six million dollars. Having served as both a grants manager and strategic advisor, Abby has unique expertise in managing the proposal development process across large, diverse teams while also leveraging her experience as a grants consultant to ensure organizations implement a smart and successful grant seeking strategy.Mon, Apr 17, 2023
1:15pm - 2:30pm
The Unexpected Failure of Traditional Recognition in Social Media Fundraising – Why It Won’t Work
Part of your new job (even if in an old seat) is understanding how old tools work in newly important virtual environments. Otis Fulton and Katrina VanHuss help you understand why your investment in recognition in the virtual environment may be useless.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Turnkey - CEO & Founder
Since 1989, Katrina has led Turnkey as CEO, serving the likes of the American Cancer Society, Leukemia & Lymphoma Society, and the Alzheimer’s Association. With her husband, Otis Fulton, she presents at national conferences for the likes of Blackbaud, Peer-to-Peer Professional Forum, and Nonprofit Power, and at clients’ national meetings. Katrina contributes to NonProfit PRO on the “Peeling the Onion” blog. With Otis, she authored the 2017 book?Dollar Dash – the Behavioral Economics of Peer-to-Peer Fundraising.Mon, Apr 17, 2023
1:15pm - 2:30pm
Start Your Plan Here: Implementing a Big-League Relationship Management Program for Your Small Shop
Luck is where preparation meets opportunity. In this interactive session, you will learn how to implement (or strengthen) your ability to systematically manage your relationships with your top donors and be prepared to raise major gifts for your organization.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Timothy Dougherty, MPA
Silver Hill Hospital - Chief Advancement Officer
Timothy J. Dougherty has over 30 years of experience in philanthropy. Tim currently serves as CAO for Silver Hill Hospital in New Canaan, CT. He has served in fundraising leadership roles for the Interlochen Center for the Arts, United World Colleges (in the USA and Costa Rica), Cornell University, Habitat for Humanity International and the Boys and Girls Clubs of Metro Denver. Tim earned his MPA at Syracuse University and his BS from Cornell University.Mon, Apr 17, 2023
1:15pm - 2:30pm
Belonging and Exclusion: Creating Space for Growing LGBTQ Donors
1 in 6 Gen Z adults are LGBT. And this number could continue to grow. For a community that continues to fight for acknowledgment and acceptance, the tools for cultivation, research, and "best practices" fail. We hope to scaffold your organization's equity journey by offering actionable insights for inclusive change.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Dominic M Pepper, CFRE, MA, M Ed
CCS Fundraising - Senior Vice President
Dominic Pepper is a Senior Vice President at CCS. He leads work across networked nonprofits, human services organizations, and global NGOs. He co-chairs CCS’ subject matter expert group on Gift Planning, launched Pride @CCS, and is a member for CCS’s thought leadership initiative: Elevate. Prior to CCS, Dominic advised family office philanthropy with STEP's the finalist for International Boutique Firm of the Year. Dominic received a BA and M.Ed. from the University of Notre Dame.
CCS Fundraising - Assistant Vice President
Leah Munnelly is an Assistant Vice President at CCS. Since joining CCS, she has worked within a wide range of nonprofit sectors and has extensive experience serving as interim management. Leah is well-versed in onboarding new development leadership, planning and managing large campaigns, developing leadership and major gift fundraising strategies, building annual giving and donor acquisition plans, and supporting fundraising teams by improving and implementing development processes.
The Lesbian, Gay, Bisexual & Transgender Community Center - Chief Development Officer
Renee Colombo is the Chief Development Officer at The Lesbian, Gay, Bisexual & Transgender Center in New York City. Renee has 20+ years of experience at the senior leadership for HIV/AIDS advocacy and service organizations as well as national and local K-12 educational organizations. Her experience has focused on fund development, strategic planning, board relations and communication areas.Mon, Apr 17, 2023
1:15pm - 2:30pm
Fostering a Culture of Gender Inclusion in Fundraising and Nonprofit Spaces
By building awareness about how gender bias appears in nonprofits we can move from knowledge to action in order to create more equitable and safe spaces for nonprofit workers and their organizations.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
GEM Advisors and Texas Muslim Women's Foundation - Executive Director and Youth Leadership Director
Saadia graduated in International Studies from Austin College where she intensified her commitment to serving the community. She is a community and thought leader in Dallas/Fort Worth in addition to being the founder and adviser to numerous nonprofit and community initiatives. Saadia's areas of expertise include youth development program development, advocacy, community building, event planning, social media optimization, individual major giving, DEI training, and annual fund development. Saadia is fluent in English and Bengali. She
Harkness.ai - Founder, CEO
Jason is the founder of Harkness.ai, the FitBit for virtual meetings that reveals how unconscious bias and individual interactions affect meeting dynamics. He has a BA from Trinity University in Spanish, an MA in Mandarian Chinese from Valparaiso University, a member of FourthBrain's Machine Learning cohort, and an MA in Education from Harvard University Graduate School of Education. In addition to his work with Harkness, Jason is a Spanish teacher at Marantha High School.Rachel Branaman, MA
Talem Consulting - Principal
Rachel Branaman, principal consultant for Talem Consulting, has a Master's in nonprofit management from Regis University. She worked in fundraising and executive director roles at organizations like Alley's House, Dallas Black Dance Theatre, Dallas Symphony Orchestra, and the Jewish Community Center of Dallas. As a consultant, Rachel uses an intersectional and equity-based framework to support organizational capacity building by working with organizations that serve communities of color, immigrants, refugees, religious minorities, and other impacted communities.Mon, Apr 17, 2023
1:15pm - 2:30pm
New Donors, Demographics & Opportunities: Reimagining Donor Engagement in the Post Pandemic World
See the latest trends, research and insights driving our understanding of the emerging motivations and needs of donors today! Understand and apply how these insights enable us to build strategic journeys that inspire, with examples from USA for UNHCR’s community partnership program that is delivering real growth!
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Blakely - Executive Vice President, Strategic Solutions and Consultancy
When it comes to building high-value donor relationships, Kimberley’s original thinking is unparalleled. With over 35 years of experience Kimberley is a fundraiser and marketer who helps not-for-profit organizations raise the bar on the experience their donors receive. As EVP Strategic Solutions & Consulting at Blakely Inc. she brings vision and proven strategy to her clients and to the teams she leads. Kimberley is an active mentor with AFP & Tony Elischer Foundation.
Blakely Inc. - Director, Strategic Solutions
Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. Through her role at Blakely Inc. she now works with US and Canadian charities and is passionate about helping charities deliver a great donor experience. She speaks internationally, served as a commissioner for the UK’s Commission on Donor Experience and is an active member of the institute of fundraising.Lacey Stone, MA
USA for UNHCR - Senior Director of Partnerships
Lacey’s experience includes more than 15 years as a development and strategic partnerships professional. She has worked with both nonprofit and corporate organizations to increase funding and awareness and to develop and grow strategic partnerships. Currently, Lacey serves as Senior Director of Partnerships with USA for UNHCR, focused on bringing new, private sector corporate, foundation, civil society, and community partners to the organization, and managing complex relationships that provide a range of support and resources.Mon, Apr 17, 2023
3:00pm - 4:15pm
Breaking the Generational Divide - A Key to Legacy Success
The session breaks down the differences and similarities between generations from a socioeconomic, political, and cultural perspective; what makes every generation special and how to start a legacy conversation. The goal is to look beyond today and start planning for the future by engaging with the legacy donors of tomorrow.
Education Track(s): Relationship Building
Audience: Strategic
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.Mon, Apr 17, 2023
3:00pm - 4:15pm
How to Create an Integrated and Inclusive Development and Communications Plan
Relationships are at the core of fundraising and effective communications strengthen relationships. It's crucial to integrate your development and communications initiatives in strategic and inclusive ways. This session will help attendees walk away with an effective plan that can help strengthen engagement, raise revenue, increase productivity, and advance equity.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Jonathan Meagher-Zayas, CFRE, MSW, MPA, CDP
Equity Warrior Strategies LLC - Owner & Chief Strategist
Jonathan Meagher-Zayas is a Queer Latinx Millennial nonprofit strategist dedicated to addressing equity issues, building capacity, engaging the community, motivating new impact leaders, and getting stuff done. Jonathan wears many professional hats including fundraiser, nonprofit strategist, coach, trainer, adjunct professor and macro social worker. He is the Owner & Chief Strategist of Equity Warrior Strategies LLC, a consulting company that provides leadership development, community engagement, and equity strategy services to the social impact sector.Gerianne Puskas, CFRE, MBA, AFP Master Trainer, CNPM
Lollypop Farm - Vice President of Development and Communication
Gerianne Puskas is the VP of Development and Communications for Lollypop Farm near Rochester, NY. She has over 25 years of experience in fundraising, non-profit management, strategy design and implementation. She has served in various positions with local and national nonprofit agencies where she focused on diversifying fundraising portfolios; building and developing new teams; marketing; and managing regional and national accounts. She is a CFRE, AFP Master Trainer, and an Award-Winning Marketing Expert.Mon, Apr 17, 2023
3:00pm - 4:15pm
Road Map for Big Donors: Secrets From How Raise Millions Dollars
How to achieve fundraising goals increasingly audacious in the current scenario? Come and see how it is possible to reach millions of dollars when you build the perfect road map for big donors. The session will provide practical tools on how to engage and cultivate strong relationships with philanthropists.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Flavia Lang, MBA
Tools4Change Brasil - Managing Partner
Flavia is a curious and creative fundraising entrepreneur who helps NGOs to connect and develop meaningful relationship with individual donors. With entrepreneurial vision, creative leadership to inspire and engage teams to overcome challenges and goals, empowerment management style, the desire to turn the impossible possible, and a successful record in opening, restructuring, expansion and exponential growth of NPO. She is also a cofounder of Woman in Fundraising Brazil.Ana Flavia Godoi, MBA
Women in Fundraising - Founder and CEO
She is the founder of Women in Fundraising, providing hands-on, comprehensive fundraising leadership for female fundraisers around the world. For 12 years she was on Brazilian Fundraising Association’s board. Ana has over 25 years of experience in fundraising for non-profits and foundations, focusing on strategic and development planning, major and corporate gifts. During pandemic, she raised 36 millions dollars and helped more than 500 NGOs to develop better negotiation tecniques.Mon, Apr 17, 2023
3:00pm - 4:15pm
Understanding Donor-Advised Fund Giving Patterns and How to Customize Your Solicitation Strategy
Join Dr. Dan Heist for insights from his latest academic research on donor-advised funds (DAFs). Session participants will explore the various patterns that donors use when giving through a DAF. After learning how to recognize those patterns, we will discuss effective solicitation strategies for the different types of DAF donors.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
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
3:00pm - 4:15pm
A Culture For Philanthropy
A strong infrastructure is essential to support a thriving referral-based medical philanthropy (RBMP) program. Join a panel of experts to learn operational principles that help ensure each component of the RBMP program is appropriately tracked, measured, and ultimately grown for the greater success of the institution and its vision.
Education Track(s): Current and Prospective Donor Research , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Strategic
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.
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.
UT Southwestern Medical Center - Associate Vice President of Planning and Advancement Services
Shashea L. Adams-Guess is Associate Vice President of Planning and Advancement Services at UT Southwestern Medical Center where she leads strategy development and operations for the philanthropic arm of the institution to help expand its base of support and drive pipeline growth. As a member of the Office of Development and Alumni Relations executive leadership team, she serves as trusted advisor to the Vice President, providing counsel on organizational structure, climate, and culture.
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.Tue, Apr 18, 2023
8:00am - 9:15am
Getting Your Organization Prepared Before Launching Any Campaign
Preparation before you launch any campaign is the key to sustainable campaign success. The 5 MUST areas to address are: 1) Board 2) DEI&A and Community Engagements Programs; 3) Staff; 4) Budget; and 5) Bandwidth to do regular AND Campaign fundraising activities. Let’s get you ready for your next campaign!
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Michael Baker, CFRE
m3 Development - Partner & Founder
Michael J. Baker, CFRE, is a founder and partner of m3 Development, a full-service consulting firm working with non-profits and foundations. His leadership of the firm and consulting efforts has led to a great deal of success for m3 Development clients. Prior to m3 Development, Michael worked with the American Cancer Society, National Hemophilia Foundation and Boy Scouts of America. Michael has over 25 years of experience in the field of philanthropy and non-profitsLaura Fredricks, JD
THE ASK - CEO and Founder
Laura Fredricks, JD, is the Billion Dollar ASK Maker Powerhouse, who as CEO and Founder of THE ASK©, and an international consultant, trains and coaches individuals, nonprofits and businesses on How to ASK and GET exactly what you want. Her best-selling book: “THE ASK: For Business, For Philanthropy, and Everyday Living” has helped hundreds of boards, fundraisers, attorneys, business owners, entrepreneurs, teenagers, artists, and philanthropists get their Best Life Possible, through THE ASK.Tue, Apr 18, 2023
8:00am - 9:15am
Looking Overseas for Fundraising Opportunity at Home!
Join us for a world tour of fundraising…that will help you to find opportunity in your home market! By comparing fundraising trends and best practice across international fundraising markets, it is possible to see the gaps, potential upcoming pitfalls and areas of opportunity at home.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Emily Bracken, MA
Daryl Upsall International - CEO, Consulting
Emily is the CEO of the Consulting division of Daryl Upsall International, an international leader in supporting fundraising growth through the development of fundraising strategies, program assessments and international expansion planning. She has worked with organizations present in more than 50 countries across Asia, Europe, Africa and the Americas. Her work is focused on gathering a range of local perspectives and specific organizational needs in order to create local solutions based on global best practice.Tue, Apr 18, 2023
8:00am - 9:15am
Building Donor Loyalty: What Is New From Research
What factors actually drive donor loyalty and retention? Are the factors that drive how donors expect to behave, the same factors that drive how they actually behave? What are the implications for how we should be managing loyalty? This session will unveil our new longitudinal research on exactly these issues.
Education Track(s): Relationship Building
Audience: Strategic
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.Tue, Apr 18, 2023
10:15am - 11:30am
Purposeful Organization Growth
Tragic Growth and Operational Success requires the right mindset, leadership approaches and sustaining performance at the excellence level. This session will expose new learnings in these regards.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Nowshad (Shad) Ali, CFRE, CPVA, CPBA, TriMetrixHD
On Purpose Leadership Inc. - President and CEO
President & CEO of On purpose Leadership Inc since January 2000 Director of Development - The Lung Association, Ontario Director of Development - Osteoporosis Canada Senior Manager Corporate Development - Diabetes CanadaTue, Apr 18, 2023
10:15am - 11:30am
Innovation, Scientists, Experiments, and Pilot Projects....Oh My! Fundraising for Research
Are you struggling with how to fundraise for research? Join this interactive session to explore strategies and tools to increase philanthropy for innovation and experimentation. Learn how to inspire donors with the excitement of investing into discoveries and transformation that advance the mission of your nonprofit.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
LAUREN COOLER, JD
Terry Pearl, MBA
360 Philanthropy Group LLC - Principal & Founder
Terry Pearl is a leading strategist in fundraising, strategic planning, capital campaigns, corporate/foundation relations, and board development, and has raised more than $175 million for nonprofits. She has consulted with diverse partners such as American Society for the University of Haifa, Hadassah, Hackensack Meridian Health, and the YWCA of NYC. Prior to consulting, she led fundraising teams for Newark Beth Israel Medical Center, The Headstrong Project, NYU Langone Medical Center, and Mount Sinai Health.Tue, Apr 18, 2023
10:15am - 11:30am
Houston, we have a problem. Ten Reasons Why You Need a Crisis Management Plan.
A good crisis management plan is like insurance. You hope the plan will never be used, but when the need arises, you’ll be grateful you have a plan in place. In this session, learn the essential elements of creating a comprehensive plan for your organization. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Shelly Maharry, MPA
Community Foundation of Johnson County - President and CEO
Shelly Maharry, MPA is the President and CEO of the Community Foundation of Johnson County, located in Iowa City, Iowa. Prior to her work in philanthropy, she was the Director of Service Excellence and Patient Relations for the University of Iowa Health Care System. In this role, Shelly advised leadership on the response to adverse events and unexpected patient care outcomes.Tue, Apr 18, 2023
10:15am - 11:30am
The Roots Run Deep: Disrupting Institutional Racism & Unethical Behavior As a Leader
Now that you’ve realized your organization has a history of racism and a culture of unethical behavior, what do you do? What happens when employees, board members, and major donors oppose the disruption of those systems? Learn how to dig deep and strategically uproot these weeds in your organizational culture. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Christina Allen, JD
FamilyTime Crisis & Counseling Center - Chief Executive Officer
Christina Allen became the Chief Executive Officer of FamilyTime Crisis & Counseling Center in June 2020 and refused to allow the COVID-19 pandemic to prevent her from providing transformational leadership. She has made tremendous strides while leading with equity, fidelity, and integrity. Christina holds a Bachelor of Arts from The University of Texas and a Doctor of Jurisprudence from The University of Texas Law School. She is a member of the AFP Greater Houston chapter.Tue, Apr 18, 2023
10:15am - 11:30am
To Infinity and Beyond Moves Management
Do you think fundraising metrics are outdated? Join us to reimagine the fundraising process to meet donor expectations and improve retention! This session will provide tangible ways to incorporate an “infinite donor loop” into your relationship strategies and reimagine metrics that provide mutual benefits to fundraisers and donors alike! Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Benjamin Mohler, ACFRE, CFRE, MA
GivingThree - Chief Executive and Principal Consultant
Ben Mohler is the chief executive and principal consultant of GivingThree. Prior to this he has served in key advancement roles at Kentucky Community and Technical College System, Eastern Kentucky University, University of North Carolina at Charlotte, Cedarville University, and University of Texas at Austin. He completed the philanthropy and development graduate program at Saint Mary's University of Minnesota and has obtained his CFRE, ACFRE, and currently serves on the board of AFP Global.Andrew Polter, MA, CFRE
