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
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
Handouts
Getting Your Organization Prepared Before Launching Any Campaign Presentation.pptxSpeakers
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
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
Handouts
230418 AFP ICON - Timmerman - Prioritization in Fundraising.pptx 230418 AFP ICON - Timmerman - Prioritization in Fundraising.pdfSpeakers
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
Handouts
Marino - New Perspectives - Presentation PDF.pdf Marino - New Perspectives - Handout.pdf Marino - New Perspectives - Presenting File.pptxSpeakers
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
Handouts
Slide_PDF_Staffing_Your_Fundraising_Operation_Structure_Attract_and_Retain.pdf Presentation_File_Staffing_Your_Fundraising_Operation_Structure_Attract_and_Retain.pptxSpeakers
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
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
Handouts
AFP 2023 Looking Overseas Bracken Final.pptxSpeakers
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
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
Handouts
BoardEngagementandFundraising.pptxSpeakers
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
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
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
Handouts
AFPICONWESTERBUCK.pdf AFPICONWESTERBUCK.pptxSpeakers
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
Handouts
AFP ICON 4 Pillars of Social Media Engagement for Fundraisers Julia Campbell Josh Hirsch.pdfSpeakers
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
2023 Top Nonprofit Challenges and How to Overcome Them (Presented by OneCause)
The fundraising landscape has dramatically changed in the past three years, and the problems nonprofits are facing have shifted repeatedly. In the 2023 Fundraising Outlook Study, 900 nonprofit professionals shared the top challenges facing their nonprofits, which are shifting away from pandemic-related planning and recovery to donor-focused themes. This session examines those challenges and offers practical tips and strategies to help you overcome them
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Handouts
AFP ICON_Nonprofit Challenges and How to Overcome.pptxSpeakers
OneCause - VP of National Accounts
Emily Newberry is the VP of National Accounts at OneCause. She’s passionate about technology and the impact it has on people, organizations, and communities. She works directly with national nonprofit organizations and their leaders to understand challenges and opportunities and collaborate on ways to engage donors and use technology to meet fundraising and stewardship goals.Karrie Wozniak, MA
OneCause - Chief Marketing Officer
Karrie brings 20 years of experience in marketing, brand management, advertising, and sales to her role as Chief Marketing Officer of OneCause. As one of the early-stage executives, she played a key role in building the nationwide sales team, event consulting, client success & overall marketing. Karrie previously held management positions at Ford Motor Company and Dominion Enterprises before joining OneCause (then BidPal) in 2009.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
9:15am - 9:45am
Segmenting for success: How to Build a Detailed Engagement Plan for Your Donors (Learning Lab)
Floyd Jones, Director of Community & Partnerships at Givebutter, shares the steps for creating a donor engagement strategy that will sustain your organization year-round, breaking down the vast possibilities for donor segmentation, showcasing the best tools for donor management and data tracking, and featuring real-life examples of optimized personalized communications that any nonprofit can put into action.
Speakers
Tue, Apr 18, 2023
10:00am - 10:30am
Making the Most of Your CRM for Moves Management (Learning Lab)
Learn how to utilize the features in your CRM software and apply them to your major gifts fundraising strategy. Your CRM will need tools to support identifying the best prospects, performing the research to qualify them, tracking your cultivation strategies, soliciting the donation, then stewarding the gift to ensure your donor feels appreciated and knows the gift supports their personal mission.
Handouts
Moves Management.pptxSpeakers
Kimberly Perron, MBA
Tue, Apr 18, 2023
10:00am - 10:30am
Board Optimization (Learning Lab)
As boards evolve to become ambassadors, fundraiser and thought leaders for your organization, do you have the right infrastructure, people and policies to help your board thrive for your organization? Topics addressed could include: Governance Gift acceptance policy Board investment policies Succession planning Board strength for sustainability during adverse times Diversity
Speakers
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
Handouts
Donor Advised Funds NOLA 2023.pptx Donor Advised Funds NOLA 2023.pdfSpeakers
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
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
Handouts
AFPICON2023-Purposeful Org Growth - Nowshad Ali.pptx AFP ICON - Purposefull Growth Session - Tues 1015 am - Nowshad Ali.pdfSpeakers
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
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
Handouts
Phillips-Mystery Tragedy Fantsy-PDF of Presenting File-v1.pdf Phillips-Mystery Tragedy Fantasy-Presenting File-v1.pptx Phillips-Mystery Tragedy Fantasy-Handout-v1.pdfSpeakers
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
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
Handouts
360PG AFP ICON Innovation, Scientists, Experiments and Pilot Projects…Oh My! Fundraising for Research..pdfSpeakers
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
Planned Giving for People Who are New to Planned Giving
No matter how much you know about planned giving, everyone leaves knowing a bunch more with ideas you can use right away. We will look the subject with humor and fun (yes, really) and you will feel comfortable with the subject and leave confident you can use planned giving easily.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Handouts
AFP ICON 2023 New Orleans.pptx FULL OLSON AFP ICON 2023 New Orleans.pptxSpeakers
Wayne Olson, JD
Shriners Children's - Senior Director, Planned Giving
Wayne Olson heads planned giving for one of the largest healthcare systems in the country. With more than 20 years experience in fundraising, Wayne has worked with donors and other gift officers to raise hundreds of millions of dollars in philanthropic support. He is a frequent trainer, educator and speaker to international conferences and seminars. He is the author of six books, and writes for Crescendo Interactive.Tue, Apr 18, 2023
10:15am - 11:30am
2022 Fundraising Effectiveness Project: Using AFP’s Donor Giving Data to Improve Your Fundraising Results
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 17th year of donor retention analysis. Results from more than 20,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Handouts
Using AFP Data.pptxSpeakers
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.Jim Greenfield, ACFRE
J.M. Greenfield & Associates - J.M. Greenfield & Associates
Jim Greenfield served as a senior fundraising executive providing leadership at eight major colleges and hospitals in his 50-year career. He also is author and editor of ten books and numerous articles on fundraising management and performance evaluation.Nathan Dietz, PhD
Do Good Institute - University of Maryland - Associate Research Scholar
Nathan Dietz, Ph.D. is a Senior Researcher at the Do Good Institute at the University of Maryland, College Park. His work with DGI focuses on social capital, volunteering, charitable contributions, civic engagement and social entrepreneurship. While working with the Growth in Giving Initiative, he has coauthored two Spotlight reports published by the Giving Institute, sponsors of the annual Giving USA report on American philanthropy.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.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
Handouts
AFP ICON Emerging Leader Presentation.pptxSpeakers
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
Marketing + Fundraising: A Collaborative Framework That Builds Community & Funding Growth (Presented by Feathr)
Today, people trust corporations more than nonprofits and participation in giving has decreased by 24% in the last two decades. This challenge combined with change as a constant, rising competition, and competing priorities for resources drive many nonprofits to simply opt out of doing marketing. Join this session to explore The Good Marketing framework which decouples fundraising and marketing, while unlocking supporter and funding growth through community-first thinking.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Handouts
Marketing plus Fundraising - A Collaborative Framework That Builds Community and Funding Growth.pptxSpeakers
Noah Barnett, PhD
Feathr - VP of Feathr
Noah Barnett is a veteran nonprofit fundraising and marketing professional. Currently, he serves as the VP of Marketing at Feathr, the digital marketing platform built to help nonprofits create more engaging digital experiences and expand their impact. Previously, Noah spent over a decade in nonprofit fundraising and marketing leadership roles, most recently as the CMO at Virtuous, and previously at CauseVox, World Help, HubSpot, and The Adventure Project.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
Handouts
Thomas-Bechard_Recession-Proofing Your Mission_Presentation_v1.pdf Thomas-Bechard_Recession-Proofing Your Mission_Presentation_v1.pptxSpeakers
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
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
Handouts
Maharry-10reasonsforcrisisplan.pptx Maharry-10reasonsforcrisisplan.pdf Maharry - Crisis Management Plan Template.pdfSpeakers
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
Handouts
The Roots Run Deep.pdf The Roots Run Deep2.pptxSpeakers
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
Handouts
To Infinity and Beyond Moves Management.pptx To Infinity and Beyond Moves Management.pdfSpeakers
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
University of Cincinnati Foundation - Senior Director of Development, College of Medicine
Andrew Polter, MA, CFRE, serves as Senior Director of Development for the University of Cincinnati Foundation. In this role, he oversees all alumni fundraising for the institution’s College of Medicine. Polter most recently served as Director of Development for the UC Foundation, and Associate Director of Development at Eastern Kentucky University. He has additionally served in development roles at Miami University, Boston Lyric Opera, Cincinnati Symphony Orchestra, and the Chautauqua Institution.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
Handouts
AFP-preso-beth-gabe.pptx AFP-preso-beth-gabe.pdfSpeakers
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.
Virtuous - CEO & Founder
Gabe Cooper is the founder and CEO of Virtuous Software, the only responsive fundraising platform that helps nonprofits easily create personalized donor experiences at scale that build better donor relationships. Previously, he was in leadership at a large nonprofit and co-founded an innovation consultancy. His drive stems from a passion to create market-defining software and help charities reimagine generosity. He frequently writes and speaks about empowering nonprofits to grow generosity through technology.Tue, Apr 18, 2023
10:45am - 11:15am
Learn About AFP 360 with Korn Ferry Advance Program (Learning Lab)
Speakers
Korn Ferry - Coach and Associate Principal
Josh Daniel is a Coach and Associate Principal consultant with Korn Ferry out of Austin, TX. Josh has been supporting the career coaching offering for AFP360 members and specializes in supporting members in job search strategy, navigating professional transitions, and career advancement. Josh’s career is supported by a Master’s Degree in Organizational Behavior studies and a professional certification in Executive Coaching from the University of Texas at Dallas.Tue, Apr 18, 2023
11:45am - 12:00pm
Updating Your Gift Acceptance Policy for Our Increasingly Digital World (Learning Lab)
Gift Acceptance Policies are a must-have for every organization. But you haven't updated yours since you last looked at your Rolodex? We gotchu. Learn about digital-specific fundraising topics that you want to ensure you are addressing in your Policy.
Speakers
David Tinker, CFRE, AFP Master Trainer, FAFP
Achieva - Vice President of Advancement
Dave Tinker is Vice President of Advancement at Achieva and is a consultant with Goalbusters. Dave has worked in education, health, and disability nonprofits throughout the Midwest and Mid-Atlantic regions He was named to the first class of Distinguished Fellows of AFP (FAFP). He is an AFP master trainer and CFRE. In 2013 Dave was honored as AFP Western Pennsylvania Chapter’s Outstanding Fundraising Executive and currently serves on several AFP International committees.Tue, Apr 18, 2023
12:00pm - 12:15pm
Current Trends in Social Media: What Do We Pay For & What Should We Ignore (Learning Lab)
Meta Verified, Twitter Blue, Snapchat Plus - it seems as if all the big, formerly free, social media platforms are now offering pay-to-play services. What does it mean? What are the implications for the social media landscape? And what are the benefits? Nonprofit digital marketing expert Julia Campbell will walk you through the 3 most critical changes to the social media landscape in the past year, the pros and cons of Meta Verified for Facebook and Instagram, and how data privacy laws continue to affect social media reach and visibility.
Speakers