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
Leadership And Management
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
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
Trends to Diversify Revenue Streams and Raise More Amid Economic Upheaval (Presented by GiveSmart by Community Brands)
Diversifying your fundraising strategy with various revenue streams is crucial to your organization’s sustainability. Most recently, inflation and economic uncertainty present threats to nonprofits’ financial health. How are you protecting your nonprofit from economic upheaval? This session is packed full of industry fundraising trends and real-life ideas on how to diversify your revenue streams to raise more.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
GiveSmart by Community Brands - Product Operations Manager
As a Product Operations Manager, I love to dive into the data and analytics to find the story that it tells. The data does not lie, nor hold any biases, so approaching any project with a clear and defined purpose will allow it to paint the picture which is needed to find the resolution. There is nothing more profound than being able to glean information from a pile of endless spreadsheets.Sun, Apr 16, 2023
10:45am - 12:00pm
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
The Art of Collaboration
Wondering how to elevate IDEA in your organization? Become a collaborate workplace! In this session, Lisa Stueckemann, CFRE, with 15 years of nonprofit fundraising and leadership experience provides proven ways to incorporate collaboration and integrate IDEA even if it isn’t happening today.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Lisa Stueckemann, CFRE, MNA
New Life Solutions - Vice President of Philanthropy
Lisa Stueckemann, MNA, CFRE, is the VP of Philanthropy at New Life Solutions on the West Coast of Florida. Her BFA in theatre from the University of Cincinnati and MNA from North Park University provide a unique and creative lens to her fundraising strategy and leadership style. Lisa is a member of AFP Tampa Bay serving in the Mentor-Protege Program and as a facilitator for their Leadership Affinity Group.Sun, Apr 16, 2023
10:45am - 12:00pm
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
Design Fresh Messaging: How to get the best thinking out of your development team
What if one month from now, your development team had an energizing, creative case for support? In this hands-on workshop, you’ll learn strength-based design thinking to spark donor-centric ideation, compelling messaging and fresh ideas. Experience a powerful SOAR framework – Strengths, Opportunities, Aspirations, Results - to take back to your team. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Lieve Hendren, CFRE, CFRE, SHRM-CP
Alford Group - Consultant
Lieve Hendren, CFRE, SHRM-CP, has a decade of experience in strategy consulting. Lieve brings a human-centered approach to organizational strategy and complex fundraising campaigns. She helps leaders clarify bold visions, inspire donors, and foster a values-based organizational culture. Lieve has worked with and volunteered for nonprofits of all shapes and sizes, including Clean Energy Trust, The Coastal Community Foundation and The Rockefeller Foundation. Lieve also worked with for-profit clients like McDonald’s and Coca-Cola.Mariah Fosnight, CFRE, CFRE, MBA, MID
Alford Group - Consultant
Mariah Fosnight, MID, MBA, CFRE, is an expert in organizational design. Prior to Alford Group, Mariah worked at The Pittsburgh Foundation where she supported philanthropic initiatives and propelled innovative tactics for maximizing donor cultivation and stewardship. She has pursued advanced education and specialized training in project management, data visualization, writing and editing, strategic planning and donor-centric fundraising. She enjoys improving processes, maintaining data integrity and empowering teams to manage results and accomplish their goals.Sun, Apr 16, 2023
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
Doing it All: How the Mental Load of Motherhood Impacts and Inspires How We Fundraise
Have you ever wondered how the mental load of motherhood is impact your work and the social profit sector at large? What if we could engage in authentic conversation about this topic and understand how authenticity can help inspire and impact our fundraising.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Lacey Kempinski, CFRE
Balanced Good - CFRE
Lacey Kempinski, CFRE, the founder and owner of Balanced Good. She is a graduate of McMaster University and Georgian College’s Fundraising and Resource Development Program. She is a mission driven fundraiser, with nearly 15 years of experience, fueled by a passion to make an impact for the cause she is championing. As an entrepreneur and business owner, she is now focused on changing the way our sector supports parental leaves and working parents.Donna Paramore, CFRE
Allison Plattsmier, CFRE, Ed. D., CAP, CNP
Edgehill Neighborhood Partnership - Executive Director
Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.Chris Evans, CFRE
Amanda Braet, CFRE
Sun, Apr 16, 2023
4:00pm - 5:15pm
Fundraising Action Planning (Presented by Fundraising Academy)
A fundraising action plan creates a framework and foundation for your organization’s activities and programs. Your plan will ultimately set forth how your organization will support the communities you serve day in and day out, and how your fundraising activities ensure the organization’s health and growth. Planning clarifies the strategies, values, and vision of an organization. Planning engages the hearts and minds of your staff and board. Planning answers the important questions: “Why does our organization matter? What results do we expect so that we can make a difference?” A proper fundraising action plan provides a roadmap to achieve results.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Jack Alotto, CFRE, MA
Fundraising Academy at National University - Trainer
Throughout his career, Jack Alotto, MA, CFRE has served in a variety of fundraising positions in hospital, social service and the arts as development director, major gift and legacy giving manager, and foundation and corporate relations manager. Jack has taught a variety of fundraising classes at the Center for Volunteer and Nonprofit Leadership and JFK University. Jack has served on panels in Strategic Planning, Ethics in Fundraising, Cause Selling and Donor Loyalty and Donor-Centered Fundraising.LaShonda Williams, CFRE, MPA
South Texas College of Law Houston - South Texas College of Law, Assoc. Director of Alumni Engagement & Annual Giving and Trainer, Fundraising Academy
LaShonda Williams, MPA, CFRE, serves a Trainer for Fundraising Academy, and recently joined the team at South Texas College of Law as the Associate Director of Alumni Engagement and Annual Giving, in the college’s centennial year. Ms. Williams leads the charge of developing and implementing alumni engagement strategic planning and acquisition. With nearly two decades of experience in higher education, LaShonda’s mission is to secure philanthropic support for students seeking economic empowerment through education.Sun, Apr 16, 2023
4:00pm - 5:15pm
The 2023 Fundraisers’ Outlook: 6 Strategic Themes to Drive Your Fundraising Success (Presented by Bloomerang)
Does your organization have challenges with capacity building, board support, leadership, strategic planning, communications or budgeting? Guess what?!? You’re not alone. Join us as we geek out with our panel of fundraising experts, Kishshana Palmer, Rachel Muir and others as we dive into the 2023 Fundraising Planning and Climate Study that surveyed 1,000+ small to mid-sized nonprofit organizations. Together we'll analyze the survey data to uncover ways to tackle these challenges and lay the foundation for successful outcomes in 2023 and beyond. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Adrian Sargeant, MBA, PhD
Institute for Sustainable Philanthropy - Co-Director
Adrian Sargeant PhD is Co-Director of the Institute for Sustainable Philanthropy. He is one of the world's leading fundraising academics and was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He is the author Fundraising Principles and Practice, Building Donor Loyalty and Fundraising Management: Analysis, Planning and Practice.
Bloomerang - Chief Marketing Officer
As the Chief Marketing Officer at Bloomerang, Ann is responsible for the company's overall thought leadership, brand, marketing and community outreach programs that work to strengthen relationships with customers and the broader nonprofit community. Ann brings with her more than 24 years of experience in business-to-business (B2B) marketing in the technology industry, including time spent working at a nonprofit organization.
rachelmuir.com - Keynotes, custom training & retreats
Rachel Muir founded Girlstart, a non-profit organization dedicated to empowering girls in math, science, engineering and technology. She started Girlstart in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million dollars and was featured on Oprah, CNN, and the Today show. She veered away from the typical ED or CEO titles, and her business cards said, Rachel Muir, Girlstart, Fearless Leader.Josh Meyer, MBA
Bloomerang - VP, Demand Generation
Joshua Meyer brings more than 20 years of fundraising, volunteer management, and marketing experience to his current role as the VP of Demand Generation for Bloomerang. As a member of the Bloomerang marketing team, Josh manages the organization’s growth marketing efforts. Through his previous roles at the Human Rights Campaign and OneCause, he is passionate in helping to create positive change and providing nonprofits the tactics.Kishshana Palmer, CFRE, MBA
Mon, Apr 17, 2023
8:00am - 9:15am
Implementing JEDI Strategies into Fundraising Systems: Values in Action
Implementing JEDI strategies within an organization requires intention and investment to ensure lasting change. While internal cultures are often the focus, the business of philanthropy must also be scrutinized and transformed. Learn new strategies to create equitable, anti-racist systems and processes in your organization!
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Daniel Sims, EMPS, CNE, CDE
Daniel Sims Consulting Group, LLC - Founder and CEO
Daniel Sims is CEO of Daniel Sims Consulting Group, where he connects data-driven DEI strategies to organizations seeking transformational systemic change. Daniel has nearly 15 years’ experience in fundraising, coaching, strategic planning, & DEI education. Daniel has managed over 140 campaigns, trainings, and strategic plans, raising $425 million and training over 5,000 stakeholders. Daniel holds a Master of Public Service from the Clinton School of Public Service and is a member of (For)bes the Culture.Mon, Apr 17, 2023
8:00am - 9:15am
Our New Normal: Fundraising in a Post-Pandemic World (Presented by Salesforce)
The CDC Foundation has been at the forefront of combatting the COVID-19 pandemic since January 2020 and saw tremendous fundraising growth from a tsunami of generosity. Learn about the organization’s efforts to retain these new donors and transition them from “crisis donors” to “mission donors” – donors who continue to give because they believe in the ongoing impact and mission of the organization. Hear how the organization effectively scaled its fundraising, the steps it has taken to accommodate this exponential growth, and the innovative strategies it has adopted to sustain momentum and keep donors engaged in a post-pandemic world.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Sterrin Bird, CFRE
Salesforce - Senior Director, Nonprofit Industry Advisor
Sterrin joined Salesforce in July 2020 after spending 28 years in the nonprofit sector. A nationally recognized leader in the nonprofit community, Sterrin has nearly three decades of experience in service to philanthropy, with particular emphasis (and passion) for transformational giving. In the years before becoming a development officer herself, Sterrin was a development consultant at three major international consulting firms and eventually founded her own consulting practicein 2010.
CDC Foundation - Director of Advancement Services
Elizabeth Patrick leads the CDC Foundation’s advancement services team, which includes responsibility for donor and constituent data, annual giving fundraising efforts, stewardship and organizational reporting, gift compliance and research, as well as gift records management. Elizabeth has more than 20 years of experience working in nonprofits in communications and development roles in higher education, healthcare and environmental nonprofits and museums.Mon, Apr 17, 2023
8:00am - 9:15am
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
8:00am - 9:15am
Short staff ? Don’t be Cheap... Its too Expensive ! (CANCELLED)
You are having difficulty keeping your staff ? They feel overworked and underpaid ? Stop being cheap, its too expensive. Build your case for your board of trustees to support a salary increase and winning conditions to keep your team on board and loyal.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Quebec Breast Cancer Foundation - President
An authentic manager advocating collective creativity, her passion for the cause is based on her desire to positively influence the present and future of the breast Cancer cause. With her experience in events, sales, sponsorship, and philanthropy, she has developed a solid expertise while initiating numerous strategic alliances. Her awareness of others and their reality is a testament to her openness and ability to adapt. She thrives on problem solving, navigating in demanding, fast-paced environments.Mon, Apr 17, 2023
10:15am - 11:30am
Solving the Childcare Crisis in the Nonprofit Sector
With many women forced out of the workforce during the pandemic, how can we create inclusive workplace policies that are family-friendly and allow our employees to thrive both personally and professionally given the lack of options for working parents at this juncture?
Education Track(s): Leadership and Management , Rebels, Renegades and Pioneers
Audience: Applied
Speakers
Allison Plattsmier, CFRE, Ed. D., CAP, CNP
Edgehill Neighborhood Partnership - Executive Director
Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.Chessie Biggam, CFRE, MPA
AQP Consulting - Fundraising Consultant
Chessie Hayes has been an active member of the fundraising community and implements thoughtful, strategic plans to enhance donor engagement. She was an Adjunct Professor at the University of Memphis teaching Resource Development and Nonprofit Storytelling. She received the award for AFP Global’s Outstanding Young Professionals. She was awarded the Outstanding Emerging Philanthropist from her local AFP chapter. She serves as the President-Elect for AFP Memphis and on the Emerging Leaders Initiative for AFP Global.
Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Mon, Apr 17, 2023
10:15am - 11:30am
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
Leading Up: The Unique Influence of Fundraisers
The traits of successful leaders are similar to the traits of successful fundraisers who can use their unique expertise, skills, and abilities to lead within their nonprofit organizations - including leading up to the CEO and the board of directors to create a culture of philanthropy and maximize fundraising success. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Bill Stanczykiewicz, Ed.D.
Indiana University Lilly Family School of Philanthropy - Senior Assistant Dean for External Relations
Bill Stanczykiewicz, Ed.D., serves as senior assistant dean for external relations at the Indiana University Lilly Family School of Philanthropy, where he directs The Fund Raising School. Bill's professional experience includes leading a youth development nonprofit for 17 years. His research expertise is in board engagement with fundraising.Mon, Apr 17, 2023
10:15am - 11:30am
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
Racial Equity in the Fundraising Profession
Racial Equity in the Fundraising Profession will begin with my personal story of being the only Female of Color in my AFP Chapter and in my nonprofit organizations and how my commitment to mission and community supported me in overcoming professional racial equity challenges.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Linh Nguyen, BA
Lumina Foundation - Vice President for Equity, Culture, and Talent
Linh leads racial equity efforts for Lumina Foundation, a private foundation in Indianapolis committed to making opportunities for learning beyond high school available to all. He works to embed equity in Lumina’s grantmaking and operations and nurtures the foundation’s culture to increase diversity, improve inclusion, and eliminate racial disparities. A recognized leader in impact strategy and organizational development, Linh previously served as chief operating officer at the W.K. Kellogg Foundation in Battle Creek, Mich.Ernest Lewis, MBA
BakerRipley - Senior Director, Economic Initiatives
Ernest Lewis III has a diverse background in the areas of management, fund development, media, literacy, arts administration, and community development. Ernest has acquired varied experience in developing and shaping signature programming focusing on basic needs, disaster recovery, youth development, adult and family literacy, workforce development, and art education. Ernest served as President and CEO of the Adult Education Center in Pearland, TX until early 2022 and is currently Senior Director, Economic Initiatives at BakerRipley.Kenneth St. Charles, MBA, PhD
DreamSpring formerly Accion - Business Partner and Government Relations Specialist
Germaine Mitchell has thirty years experience as a professional nonprofit fundraiser. Her fundraising career began in her home town of New Orleans. She served as the Director of Development for the Coalition to Restore Coastal Louisiana, Father Flanagan’s Boys Town, The Little Sisters of the Poor and the YMCA's Educational Services. In 2015, Germaine relocated to Albuquerque, New Mexico to support their nonprofit organizations and community collaborative efforts.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
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
Interested in the ACFRE Credential?
Are you interested in applying for the Advanced Certified Fundraising Executive certification? This lively and informative session will explain the ACFRE process and provide an opportunity for you to ask questions of ACFRE Certification Board members.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Leah Eustace, ACFRE
William Bartolini, ACFRE, PhD
Alphonce J. Brown, ACFRE
Audrey Kintzi, ACFRE
Mon, Apr 17, 2023
1:15pm - 2:30pm
Elevating Your Organization’s Vision
In this interactive presentation, participants will learn the keys to crafting a compelling vision and aligning this with donors’ passions to drive meaningful philanthropy. Through expert perspectives on elevating the vision so that it resonates with donors, participants will gain insights into how they can help their organizations tell an inspiring story.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
Speakers
Advancement Resources - Senior Vice President
With over 4 decades of experience in a wide range of development leadership positions, Mark has worked with leaders in healthcare, higher education, arts, human services, and faith-based institutions to help organizations prepare and take steps towards the next level of growth. He is active in various fundraising professional organizations, community nonprofits, and boards.
UT Health San Antonio - Vice President for Development and CDO
Anamaria Repetti is Vice President and Chief Development Officer at UT Health San Antonio. Anamaria has more than 25 years of experience in healthcare and higher education fundraising, most recently serving as the Managing Senior Executive Director of Development at UC San Diego, where she developed and implemented a national fundraising program in support of UCSD’s recently completed $3 Billion Campaign for UC San Diego, including recruiting and managing a 50-member national campaign cabinet.Shade Mokuolu, CFRE
Providence Southern California - Major Gifts Officer
Shade Mokuolu is a Major Gifts Officer with Providence Health and Human Services since May 2021. She connects physicians and clinicians to the funding needs of the medical center and deepen their engagement with the foundation to increase grateful patient referrals. With over a decade combined experience as a Development Director at the Arthritis Foundation and New Horizons, SFV, she consistently builds mission advocates and amplifiers while generating funds.Mon, Apr 17, 2023
1:15pm - 2:30pm
Cultivating Fundraisers: Innovative Approaches for Building Your Team
Talented and skilled fundraisers are in more demand than ever. This workshop provides research-based tools to use when cultivating fundraisers from recruitment and screening to interviewing and selection, including from a diversity, equity, inclusion, and justice perspective. Join with peers and researchers to bring creative approaches to this essential activity. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Sarah Nathan, PhD
Middletown Community Foundation - Executive Director
Sarah K. Nathan, Ph.D. is a self-described “pracademic” who has spent her entire career in the nonprofit sector as a fundraiser, educator, volunteer, and leader. Today she leads the Middletown Community Foundation in Ohio. Dr. Nathan served five years as the Associate Director of The Fund Raising School where she managed all aspects of the curriculum designed for fundraising practitioners. She is a proud graduate of the IU Lilly Family School of Philanthropy.Genevieve Shaker, PhD
Lilly Family School of Philanthropy IUPUI - Associate Professor
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Cambell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy. Professor Shaker’s research focuses on higher education advancement, the fundraising profession, and fundraising practice. She is the lead editor of "Achieving Excellence in Fundraising (5th edition)" published in 2022.Joyce Rogers, JD
Indiana University Foundation - Executive Vice President
Joyce Q. Rogers, J.D., is EVP for Development at the Indiana University Foundation (IUF). Joyce is responsible for providing strategic oversight of the development function to uphold IUF’s mission of maximizing private support for Indiana University (IU). Joyce, an IU alumna, also served as VP, working closely with the Office of Diversity, Equity, and Multi-cultural Affairs. Prior to this, Joyce served in senior leadership roles at Ivy Tech Community College and Indiana Black Expo, Inc.Mon, Apr 17, 2023
3:00pm - 4:15pm
Ten Ways To Support Mental Health and Wellbeing At Work
As a mental health care crisis continues to impact our country, companies are faced with employees coping with stressors to their mental health and well-being. This workshop will explore how to augment traditional ways to support the mental health. Included in the ten ways to bolster mental health are wellness programs, EAP programs, coaching and the use of technology and apps.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Linda McGhee, JD, PhD
McGhee and Associates, LLC - Clinical Psychologist
Linda McGhee, (she, her, hers) is a clinical psychologist who received her undergraduate degree from the University of Michigan and doctorate in psychology and law degree from George Washington University. She completed the Diversity and Inclusion Program at Cornell University. Dr. McGhee owns a private practice in Chevy Chase MD. She writes and speaks nationality on equity in mental health, self-care for leaders and diversity in companies.Mon, Apr 17, 2023
3:00pm - 4:15pm
HEARD: How to Become a Better Leader - and Fundraiser - Through Active Listening
Do you often find conversations at work frustrating or even counter-productive? Have you ever wondered if there was a better way? Attend this fast-paced and interactive session to learn how to actively listen your way to success for more productive and rewarding relationships with your boss, staff, colleagues and/or donors. Eligible for 1.25 ACFRE credits in Leadership or Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Martha Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - President
Martha H. Schumacher is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Her current and recent clients include American University, Best Buddies International, Campaign for Tobacco-Free Kids, and National Geographic Society. Martha is a past AFP Global Chair. She lives in Alexandria, Virginia with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Tue, Apr 18, 2023
8:00am - 9:15am
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
How to Prioritize (Way!) Better in Fundraising
Even on the best of days, fundraising can feel like an impossible puzzle. So many GOOD things to do, but which is BEST? In this interactive presentation, fundraising coach Derik Timmerman will share his practical methods for discerning and prioritizing as a fundraising professional, even under extreme pressure.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Derik Timmerman, PhD, CFRE
Sparrow Nonprofit Solutions - Founder
Derik Timmerman, CFRE is the Founder of Sparrow Nonprofit Solutions, a nationwide consulting firm helping nonprofits maximize their world-changing impact. Prior to founding Sparrow, Derik was a management consultant at McKinsey & Company and a US Army Intelligence Officer with two combat deployments to Iraq. Derik earned his Bachelor's from the US Military Academy at West Point, a Masters from Liberty University, and is completing a PhD in Philosophy in Spring 2023.Tue, Apr 18, 2023
8:00am - 9:15am
Staffing Your Fundraising Operation: Structure, Attract & Retain
This fundraising staffing workshop explores the various options to staff your organization’s fundraising operation, structuring the position in a way that’s most likely to attract top talent and what you can do as a manager to keep your fundraising staff happy and serving your organization for the long term.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Chad Barger, CFRE, AFP Master Trainer, CNP
Productive Fundraising - Chief Strategist & Owner
Chad Barger, CFRE, CNP is a sought-after nonprofit fundraising speaker, master trainer and coach. Chad owns the firm Productive Fundraising which specializes in teaching the latest research-based fundraising tactics and making them approachable for small, community-based nonprofit organizations. He shares actionable nonprofit fundraising tips and free resources at productivefundraising.com.Tue, Apr 18, 2023
8:00am - 9:15am
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
Board Engagement & Fundraising: Evidence-Based Practices that Work!
Fundraising is a primary responsibility of nonprofit boards of directors. However, fewer than half of nonprofits report having boards fully engaged with charitable giving. A recent study using BoardSource data and interviews with successful nonprofits identifies six practical strategies for achieving 100 percent board participation in charitable giving and fundraising.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Bill Stanczykiewicz, Ed.D.
Indiana University Lilly Family School of Philanthropy - Senior Assistant Dean for External Relations
Bill Stanczykiewicz, Ed.D., serves as senior assistant dean for external relations at the Indiana University Lilly Family School of Philanthropy, where he directs The Fund Raising School. Bill's professional experience includes leading a youth development nonprofit for 17 years. His research expertise is in board engagement with fundraising.Tue, Apr 18, 2023
8:00am - 9:15am
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
Speakers
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
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
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
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.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
Speakers
Chessie Biggam, CFRE, MPA
AQP Consulting - Fundraising Consultant
Chessie Hayes has been an active member of the fundraising community and implements thoughtful, strategic plans to enhance donor engagement. She was an Adjunct Professor at the University of Memphis teaching Resource Development and Nonprofit Storytelling. She received the award for AFP Global’s Outstanding Young Professionals. She was awarded the Outstanding Emerging Philanthropist from her local AFP chapter. She serves as the President-Elect for AFP Memphis and on the Emerging Leaders Initiative for AFP Global.Adrienne McDade Taylor, CFRE, MA, MBA
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is the 2023 Greater Cincinnati Chapter President and AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Dzenan Berberovic serves at Avera Health as their Chief Philanthropy Officer. He served in several committee roles in his local AFP Chapter. In 2022, he will have the honor of serving the South Dakota Chapter as President. After being named AFP’s Young Professional in 2018, he served on the Next Generation Task Force, ICON Education Committee, and AFP Global’s Nominating Committee. He enjoys his role on the AFP U.S. Foundation for Philanthropy Fundraising Board.Tue, Apr 18, 2023
10:15am - 11:30am
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
Speakers
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
Speakers
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
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
Speakers
Mel Trotter - Chief Advancement Officer
Beth Fisher is an author, speaker, business leader, cancer-survivor, and marathoner with a passion for helping others overcome. After spending over twenty-five years in corporate sales, Beth now serves as the Chief Advancement Officer for Mel Trotter Ministries. She continues to be passionate about helping others understand the real narrative of human sameness and unconditional love.