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.

*Sessions and speakers subject to change.
*Session times, dates and assigned rooms subject to change.

  • 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

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Ethics, Accountability And Professionalism


Sun, Apr 16, 2023

10:45am - 12:00pm

Uncomfortable Conversations

As fundraisers, we are often faced with delicate situations -- whether they be with donors, Board members, colleagues or even supervisors. These conversations can be simply uncomfortable or touch on ethical dilemmas. In this interactive session, we will touch on many sample situations and their solutions.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Virginia Thumm

Photo of Virginia Thumm
Virginia Fundraising Consultants - Virginia Fundraising Consultants
Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years, expanding the financial capacity of organizations in the arts, education, the environment, public media and social services and has been responsible for consistently leading campaigns to exceed their goals. Virginia currently serves on the Board of her local AFP chapter and is chair is the Ethics Committee, were she leads a monthly Five Minute Ethics Exercise.


Sun, Apr 16, 2023

10:45am - 12:00pm

Facing The Dementia Dilemma Together: Collaboration between Charitable Gift Planners and Financial Planners

Financial planners and charitable gift planners have a lot in common. We serve our donors and clients by adhering to national standards, codes of ethics, and a donor bill of rights. What we have yet to do though is serve our donors and clients as collaborative agents for good.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Angie O'Leary

Photo of Angie O'Leary
Angie is head of Wealth Planning at RBC Wealth Management – U.S. In this role, she and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors. Angie is a 30-year veteran of the financial services industry.

Nancy Carlson

Photo of Nancy Carlson
Nancy Carlson has written and illustrated more than 60 children’s books since 1979. Here is what the Publishers Weekly review said about Nancy’s book titled I LIKE ME: “The foundation of a healthy self-image, the cornerstone of a happy and successful life, is what Carlson’s work is all about. In late fall 2012, Nancy heard two words from a neurologist that would rock the happy life she had created with her husband Barry McCool.

Robert Hofmann, CFRE, MA

Photo of Robert Hofmann
University of Minnesota Duluth - Senior Development Officer
Robert Hofmann, MA, CFRE works at the University of Minnesota Duluth (UMD) as a Senior Development Officer. At UMD he has raised more than $22M for student scholarships and programs. For more than eight years, Mr. Hofmann has co-led a cohort of professional fundraisers and researchers who strive to address the ethical and moral dilemma fundraisers face with an increase of dementia among faithful donors. Robert and his wife Kathleen live in Hermantown, Minnesota.


Sun, Apr 16, 2023

4:00pm - 5:15pm

Faith & Fundraising: Three traditions, Unlimited Questions

Religious donors give more. What if you had Jewish, Muslim and Christian fundraising friends whom you could ask about faith and fundraising? You don’t want to ask your donor, and you can’t trust the internet. Bring your questions to this safe space to talk about faith and money.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Irshad Osman, CFRE, MSc

Photo of Irshad Osman
University of Toronto - Senior Development Officer
Osman (MSc, CFRE) is an Imam by training and a fundraiser by profession. He has worked and studied on three continents. Osman works as a Senior Development Officer at the University of Toronto. Passionate about inclusive philanthropy. Supporter of international, and educational causes. He has participated in the Fellowship in Inclusion & Philanthropy, Interfaith Innovation Fellowship project, and KAICIID International Inter-religious Fellowship. Speaker and advocate for social justice, true inclusion, anti-hate, anti-racism, etc.

Ann Rosenfield, CFRE, MBA, AFP Master Trainer

Photo of Ann Rosenfield
Temple Sinai Congregation of Toronto - Development Director
Director of Development for Temple Sinai Congregation of Toronto, Ann worked with leadership to quadruple unrestricted gifts during the coronavirus crisis. Board member of Rainbow Railroad, a LGBTQI+ refugee charity. Speaker on philanthropy across Canada and internationally including a master class for the International Fundraising Conference in Amsterdam and several courses in San Francisco. Fundraising expert interviewed by the CBC, Toronto Star, Macleans, Associated Press and other media.

Lori Guenther Reesor, MTS, DMin

Photo of Lori Guenther Reesor
Lori Guenther Reesor - Principal
Dr. Lori Guenther Reesor (B. Math, MTS, DMin) is an expert in Christian giving (although Mennonites tremble at using the word ‘expert’ to describe themselves!) She asked Christian donors about their giving during a church basement research tour of Canada. She is delighted that her book, Growing a Generous Church: A Year in the Life of Peach Blossom Church is the only theology book with an illustration of a snowblower!


Sun, Apr 16, 2023

4:00pm - 5:00pm

The A – Z of Becoming a CFRE (Learning Lab)

Is it worth it? What are the tangible benefits? Is the test difficult? this interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll answer your questions plus dive into the eligibility requirements, application tips, and all things related to the CFRE Exam. You’ll leave the session with a clear understanding of how to earn the CFRE.

Education Track(s): Ethics, Accountability and Professionalism

Speakers

Ashley Gatewood, MBA, PCM

Photo of Ashley Gatewood
CFRE International - Communications & Marketing Director
Based in Tucson, Arizona, Ashley has been with CFRE International since January 2018. Previously, she was the events and marketing manager at the Fundraising Institute of New Zealand, where she helped bring world-class fundraising programming to the country. She has more than 15 years’ experience in nonprofits and trade associations. Ashley is on a life question to visit 100 countries and, hopefully, become fluent in French.


Sun, Apr 16, 2023

4:00pm - 5:15pm

A Stakeholder Management Process for Ethical Fundraising

Ethical theories of management turn on whose interests are considered. In this session, we will engage a process of identifying, prioritizing, mapping claims, engaging with, and monitoring stakeholders. This pragmatic method helps fundraisers and executives ensure their fundraising efforts align their best with their organization’s mission, values, and long-term strategy. Eligible for 1.25 ACFRE credits in Leadership or Management

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Ruth Hansen, PhD

Photo of Ruth Hansen
University of Wisconsin-Whitewater - Assistant Professor
Ruth K. Hansen, Ph.D. is an assistant professor of nonprofit management at the University of Wisconsin-Whitewater. Her research focuses on the theory and practice of fundraising, and equity and inclusion in resource mobilization. Ruth has more than 20 years’ professional experience as a fundraiser, and is a former board member of AFP-Chicago. She speaks regularly on the topics of fundraisers, fundraising, and related issues both nationally and internationally.


Mon, Apr 17, 2023

8:00am - 9:15am

Developing a Gift Acceptance Policy That Aligns With Organizational Values

“We can’t accept funds from any entity that has negatively impacted our clients.” This was our newly formed development department’s first directive. How do we navigate funding opportunities from entities that want to invest in racial justice work while acknowledging the harm caused by their historical contributions to systemic racism? Eligible for 1.25 ACFRE credits in Leadership or Management

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Douglas Manigault III, CFRE, MSW

Photo of Douglas Manigault III
State Innovation Exchange - Vice President of Development
Douglas Manigault III (he/him) has nearly a decade of experience as a movement-focused fundraiser and currently serves as the Vice President of Development at State Innovation Exchange (SiX). In this role, Douglas develops strategies for long-term philanthropic partnerships, provides thought-leadership to the agency regarding effective donor engagement, and manages individual and institutional relationships as a leader on the Development Team at SiX.

Lejla Bajgoric

Photo of Lejla Bajgoric
Detroit Justice Center - Associate Development Director
Lejla Bajgoric serves as DJC’s Associate Director of Development. She’s deeply passionate about the role fundraising can play in mobilizing community and building power for grassroots movements. Lejla has supported arts & culture and social justice spaces in greater Detroit, including the Arab American National Museum and Muslim Anti-Racism Collaborative. She was a 2020 Racial Equity Fellow with the Detroit Equity Action Lab, a program of the Damon J. Keith Center for Civil Rights.

Regina Sharma, MA

Photo of Regina Sharma
Detroit Justice Center - Development Director
Regina Sharma (she/her) is the founding Development Director for the Detroit Justice Center. A proud Detroiter with over twenty years of experience as a development professional, Regina has dedicated her career to fundraising for organizations she sees as integral to building a thriving community for all Detroiters, including serving in leadership roles at Henry Ford Health, Wayne State University, and as a founding staff member for the Detroit Public Schools Foundation.


Mon, Apr 17, 2023

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

Photo of Nancy Dossous
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.

Jennifer Johnstone

Photo of Jennifer Johnstone
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

Photo of Krishan Mehta
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

From Practice to Research to Practice (Sponsored by AFP Foundation for Philanthropy)

Join fundraisers turned AFP Foundation for Philanthropy award-winning scholars for a panel discussion about how their experiences and research both validate and challenge "best practices." Learn about their cutting-edge research - both recently published and in process. Your ideas and questions may inform future research projects! Eligible for 1.25 ACFRE credits in Leadership or Management

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Ruth Hansen, PhD

Photo of Ruth Hansen
University of Wisconsin-Whitewater - Assistant Professor
Ruth K. Hansen, Ph.D. is an assistant professor of nonprofit management at the University of Wisconsin-Whitewater. Her research focuses on the theory and practice of fundraising, and equity and inclusion in resource mobilization. Ruth has more than 20 years’ professional experience as a fundraiser, and is a former board member of AFP-Chicago. She speaks regularly on the topics of fundraisers, fundraising, and related issues both nationally and internationally.

Lori Overmyer, CFRE, MBA

Photo of Lori Overmyer
Goettler Associates - Vice President
Lori Hunter Overmyer, MBA, CFRE has more than twenty-five years of professional fund-raising experience with a focus on the arts, social, and human service organizations. Her professional expertise includes implementing annual and capital fund-raising plans, strategic analysis, major donor solicitation, and establishing development procedures to maximize effective operations and communications. She is skilled in marketing research, proposal writing, personal donor cultivation, recognition strategies and motivating board members to participate in the process. As Vice President at Goettler Associates, Inc., a nationally-known fundraising consulting firm headquartered in Columbus, Ohio, Lori offers a wealth of experience in the role of counsel. Since joining the firm in July 2005, clients have benefitted from her experience regarding board development, volunteer training and management, strategic planning, and fund raising metrics and methodologies. A partial list of her Ohio clients includes LifeCare Alliance, Grange Insurance Audubon Center, Mary Rutan Hospital, Humane Society of Greater Dayton, The Childhood League Center, and the Capitol Square Foundation. Prior to joining Goettler Associates, she worked as the Vice President for Development at Big Brothers Big Sisters of Central Ohio. She has held top development positions at the Columbus Museum of Art, Nashville Public Television, American Red Cross St. Louis Bi-state Chapter, Humane Society of Missouri, Madison Children’s Museum, and the JB Speed Art Museum. Lori is a frequent presenter at local, regional and national conferences and seminars. A member of the Association of Fundraising Professionals since 1988 (when it was known as NSFRE), she has served in board capacities for AFP chapters in St. Louis, Missouri; Nashville, Tennessee; and now in Columbus, Ohio (2010 Central Ohio Chapter President). In addition to her current service to AFP, she is the vice president of the Friends of Worthington Libraries Foundation board, a member of the development committee of the Peggy R. McConnell Arts Center of Worthington, and a member of the community outreach committee of the Franklin County Master Gardeners. In 2012 she joined the adjunct faculty of the John Glenn School of Public Affairs at The Ohio State University and taught the graduate course “Development Methodologies and Techniques.” Lori received her MBA in Nonprofit Administration from the School of Management at the State University of New York and her BA (summa cum laude) from the College of New Jersey. In 2011 she was recognized by the Central Ohio AFP Chapter as the Outstanding Fundraising Executive at the National Philanthropy Day celebration. She resides in Worthington, Ohio (a suburb of Columbus). Steven Fields, Vice President, Director, Corporate Community Affairs, President, The Huntington Foundation Steven Fields Vice President and Corporate Relations Specialist for Huntington. As a member of Huntington’s Community Affairs department for over 8 years, Steven has worked intimately with Huntington’s Corporate Giving and Community Involvement programs. Recently, Steven was elected President of The Huntington Foundation, while also serving as the Director of Huntington’s Corporate Community Affairs and Involvement program. He previously worked as a skills coach/trainer in the Customer Care and Centralized Reconcilements area of Huntington. Steven received a Bachelor of Animal Science degree from The Ohio State University, and a Master of Marketing and Communications degree from Franklin University. Additionally, Steven has earned certification in Corporate Community Involvement from the Boston College Center for Corporate Citizenship. Before joining Huntington, he was a faculty member of the University of Tennessee, Knoxville, specializing in youth development in Hamilton County, Tennessee Steven is actively involved with numerous nonprofit, educational, and collegiate organizations. These include serving on the boards of St. Stephen’s Community House, where he is Board Secretary and a member of both the Program and Development committees. He is a member of the Community Involvement Roundtable at the Boston College Center for Corporate Citizenship. In addition, he is involved with Charity Newsies, the Young Professionals Exchange at the National Kidney Foundations, and many other charitable efforts. A native of Central Ohio, Steven and his wife Amy reside in Gahanna, Ohio with their son Jeffrey.

Genevieve Shaker, PhD

Photo of Genevieve Shaker
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Cambell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy. Professor Shaker’s research focuses on higher education advancement, the fundraising profession, and fundraising practice. She is the lead editor of "Achieving Excellence in Fundraising (5th edition)" published in 2022.

Dan Heist, CFRE, PhD

Photo of Dan Heist
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

1:15pm - 2:30pm

Allyship and Accessibility in the Disability Sector - Mistakes Made, Lessons Learned and Best Practices

How accessible is your own day-to-day work to coworkers, clients or volunteers with disabilities? Through interviews with stakeholders and colleagues with disabilities, learn from common mistakes, successes achieved and tactics derived from best practices to make your fundraising office more accessible.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Kirk Laughlin, CFRE, MNPL (Master of Nonprofit Leadership)

Photo of Kirk Laughlin
Planet Laughlin - Principal
Kirk has been a fundraiser in the Seattle area since 1994 and has worked as an ally and fundraiser for people with disabilities for over 12 years. He has led fundraising for organizations serving neurodiverse youth and serves as a board member and advisor for the largest employer of individuals who are blind, Deaf-Blind & blind with other disabilities in the country.


Mon, Apr 17, 2023

3:00pm - 4:15pm

How We're Transforming Our AFP Chapter Through a Commitment to IDEA

Join AFP Southern Arizona board members to learn about how they’re transforming their chapter through a commitment on IDEA. This panel session will examine the AFP Southern Arizona as a case study in implementing IDEA followed by interactive discussion and participant brainstorm about IDEA in their own chapters and organizations.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Anton Russell

Photo of Anton Russell
Beginning with my roots in storytelling at 8-years old, through poetry, through emceeing, through mediating & mentoring I have honed my focus as a fundraiser of the most excellent form – in-kind donations of people’s time & energy. This centers my intentions in every human moment I interact with as a writer, an intimate partner, a single father, a friend, a Co-Executive Director, a community workshop facilitator & a Teaching Artist.

Valerie Sipp, MA

Photo of Valerie Sipp
Living Streets Alliance - Manager of Operations
With a masters in Contemporary Art with a focus on human behavior and interactions, I have worked in Tucson non-profits for nearly eight years, most recently becoming the Operations Manager at an advocacy organization. My IDEA (Inclusion, Diversity, Equity, Access) journey began four years ago through a local collaborative group before I became the AFP IDEA Committee co-chair for two and a half years where I assisted in the revamping of the committee.

Edna Meza Aguirre, CFRE, JD

Photo of Edna Meza Aguirre
Arizona Center for Womens Advancement - Development Director
A first-generation Tucson native, Edna is fluently bilingual and bicultural, with Spanish as her first language and learning English at age seven. Edna self identifies as BIPOC/Latinx, and she is governed by the tenet that representation is crucial. She brings a unique background of law, teaching, political and not for profit fundraising to her 20 year career.

Elise Christmon

Photo of Elise Christmon
The Nature Conservancy - Digital Production Manager
After being forged in the fires of the nonprofit art sector at MOCA Tucson, I accepted a fundraising role at the Sonoran Institute and fell in love with environmental justice, leading to my current role in Membership at The Nature Conservancy. I have served on the board of the Association of Fundraising Professionals, Southern AZ chapter since 2019, establishing the BIPOC Nonprofit Workers support group and assisting in the chapter's groundbreaking IDEA work.

Julie Ragland

Photo of Julie Ragland
As an anthropologist and social change maker, my vision is to create a world where everyone can live and thrive in liberation and love. Through my involvement in AFP over a long development career. I became heavily involved in IDEA work in our chapter and community. My identities as mother, capoeira martial-arts instructor, visual artist, poet, dancer, animal lover, and breast cancer survivor allow me to connect with others in meaningful ways.


Mon, Apr 17, 2023

3:00pm - 4:15pm

It's Deductible! Keeping the IRS and Your Donors Happy

Do your eyes glaze over when you hear, "IRS"? In this highly interactive session, learn about gift substantiation, disclosures, and acknowledgement all while having fun! Participants will leave better prepared to solicit and steward gifts with confidence.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Nancy Brown, CFRE, MSA

Photo of Nancy Brown
Winona Community Foundation - Executive Director
Brown has been in the fundraising profession for more than 25 years working in higher education, healthcare, charitable estate planning, consulting, and community foundations. She presents frequently to local AFP chapters, nonprofit groups, and was an instructor in the Master's in Philanthropy and Development programs at LaGrange College and Saint Mary's University. She has volunteered at all levels of AFP including global board service and chapter president.


Mon, Apr 17, 2023

3:00pm - 4:15pm

A (Cis) Man’s Place Is in This Session: No, Really, Come to This Session

Do you get a sense that womxn in the field have a heavy load to bear? Feel like some men are making all men look bad? Wondering what YOU could do/not do about it? You don’t have to be that guy any more. Come learn how to help seed change.

Education Track(s): Ethics, Accountability and Professionalism , Rebels, Renegades and Pioneers

Audience: Applied

Speakers

Heather Hill, CFRE, AFP Master Trainer, CNM, Q3 Leadership Coach

Photo of Heather Hill
Chapel & York - Executive Director, US Foundation
Heather is a seasoned nonprofit leader with two decades of nonprofit experience and an extensive background in leadership and management, fundraising, marketing and communications, grant seeking, strategic planning and analytics. A highly rated international speaker and a passionate thought leader and volunteer, Heather has received multiple awards for her work (including for her “#thanksGivingTuesday” initiative) and is also Chair of Rogare, the international fundraising think tank.

Cherian Koshy, CFRE

Photo of Cherian Koshy
Merit America - Vice President of Development
Cherian Koshy is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), & AFP Master Trainer. Cherian is the Vice President of Development at Merit America, a a nonprofit organization that is closing the opportunity gap at scale by preparing talented workers in low-wage roles for well-paying careers - breaking the cycle of poverty, and building a new pathway to the middle class for tens of millions of Americans.

Tycely Williams, CFRE, Executive Master's, Certificate in Philanthropic Psychology

Photo of Tycely Williams
Bipartisan Policy Center - Chief Development Officer
Over the past twenty-five years, Tycely has inspired investments of more than $150 million dollars for social good. She currently serves as Chief Development Officer for The Bipartisan Policy Center. Additionally, she leads the AFP global Inclusion, Diversity, Equity, and Access Committee; chairs the governing boards of three organizations, and teaches Fundraising and Leadership at The Pennsylvania State University. Tycely is a Certified Fundraising Executive and holds an Executive Master’s in Leadership from Georgetown University.

Ashley Belanger, Certificate in Philanthropic Psychology & Certified Qaudrant 3 Leadership Coach

Photo of Ashley Belanger
Ashley Belanger Consulting - Owner & Principal Sparkplug
After 10 years as a founding ED, Ashley’s dedicated to being the person she wished she’d had. She looooooooves applying research and theory to co-create change alongside clients pursuing justice. She holds a Certificate in Philanthropic Psychology and is a Certified Quadrant 3 Leadership Coach. She serves as a Council Member and contributing author for Rogare, the global fundraising think tank. In her practice, she provides strategic counsel, one-on-one coaching, and expert donor communications.


Mon, Apr 17, 2023

3:00pm - 4:15pm

The Promise and Perils of ChatGPT for the Nonprofit Sector (Presented by DonorSearch)

ChatGPT has seemed to take the nonprofit by storm in 2023 and quickly gained 100 million users in 6 weeks. By most accounts, the technology that ChatGPT represents is impressive and for many nonprofits, ChatGPT represents one of the first practical exchanges of information between AI and humans. But with great technology comes great responsibility. This presentation will discuss the short and long-term advantages of AI technologies like ChatGPT and provide insights on how your nonprofit can evaluate the benefits of this technology.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Nathan Chappell, ACFRE

Photo of Nathan Chappell
DonorSearch AI - Senior Vice President
As a thought leader, public speaker, author and inventor, Nathan is one of the world’s foremost experts on the intersection between Artificial Intelligence and philanthropy. Nathan serves as Senior Vice President of DonorSearch AI, where he leads AI deployments for many of the nation’s largest nonprofit organizations. Nathan’s subject matter expertise has been featured in several publications, including Fast Company, University of Notre Dame and the Association of Healthcare Philanthropy.


Tue, Apr 18, 2023

8:00am - 9:15am

Moving Beyond Bricks and Plaques: New Perspectives on Building Inclusive Naming and Recognition Practices

Our exploration of naming and recognition policies will address the nonprofit sector's inherent power dynamics. This session will look into the shift toward inclusivity and community-based approaches. We will reflect on organizations' naming and recognition practices, as well as the understanding of the community's needs, interests, and opinions.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Melissa Berliner

Photo of Melissa Berliner
“With more than 20 years of nonprofit experience, Melissa understands how to work with organizations to translate vision into action. Prior to coming to Campbell & Company, Melissa managed multi-million dollar fundraising programs at the Columbia Art Museum, Victory Gardens Theatre, and Steppenwolf Theatre. She graduated from the Ohio State University with a bachelor’s degree in English.”

Sarah Marino, MBA

Photo of Sarah Marino
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

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

Photo of Anthony Pomonis
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.

Photo of Tara Adams
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.

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