AFP ICON 2023

Jacqueline Ackerman, MA

Women's Philanthropy Institute - Associate Director

Jacqueline Ackerman is the Associate Director of the Women’s Philanthropy Institute (WPI), housed at the Indiana University Lilly Family School of Philanthropy. She manages all aspects of WPI’s research agenda and efforts. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Administration from the Indiana University—Bloomington O’Neill School of Public and Environmental Affairs. She was raised in Port-au-Prince, Haiti, and resides in Bethesda, MD.

Session

Inclusive Philanthropy: Who Gives, How, and With What Impact
New research from the Lilly Family School of Philanthropy demonstrates that giving by donors of color and women is shifting the philanthropic landscape, highlighting the importance of developing a more inclusive set of philanthropic practices. This session guides participants through the research and how it can increase giving by all.

Education Track: Relationship Building

Audience: Introductory/Foundational

Nicole Adair

Salesforce.org - Principal Solution Engineer

Nicole Adair has worked at the intersection of nonprofits and technology for more than 20 years. As a Principal Solution Engineer at Salesforce, she helps nonprofit leaders align technology to drive their strategy and power their missions. Before joining Salesforce, Nicole was a non-profit leader for both the American Red Cross and United Way. She led teams responsible for fundraising, marketing and operations.

Session

Preparing for the Next Level of Growth (Learning Lab)
How do you strengthen donor relationships that allow you to engage personally and at scale? This session will help you understand how your donor base is interacting with your organization, and what kind of fundraising efforts garner the most engagement, so you can facilitate deeper, more meaningful interactions. Classy and Salesforce will discuss how powerful technologies, including AI and automation, and the right donor journey help you maximize giving and advance your mission.

Donor Pet Peeves and How to Address Them (Presented by Salesforce)
In this interactive and fun session, we will discuss common fundraiser and donor pet peeves and how we can address them. Share and learn how we can delight donors by avoiding some of their common frustrations

Education Track: Securing the Gift

Audience: Strategic

Tara Adams, JD, Ed.M.

Cognitive Empowerment Consulting Group, LLC - Co-founder

Tara Adams has spent her professional career dedicated to education, serving in roles within higher education administration at the Northwestern Pritzker School of Law and the University of Illinois College of Law at Urbana-Champaign in addition to the Judicial Education division of the Illinois Courts. Tara also raises funds as a board member for the Lincoln Park Zoo in Chicago, Illinois. She is the co-founder of the Cognitive Empowerment Consulting Group, LLC.

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Shashea Adams-Guess

UT Southwestern Medical Center - Associate Vice President of Planning and Advancement Services

Shashea L. Adams-Guess is Associate Vice President of Planning and Advancement Services at UT Southwestern Medical Center where she leads strategy development and operations for the philanthropic arm of the institution to help expand its base of support and drive pipeline growth. As a member of the Office of Development and Alumni Relations executive leadership team, she serves as trusted advisor to the Vice President, providing counsel on organizational structure, climate, and culture.

Session

A Culture For Philanthropy
A strong infrastructure is essential to support a thriving referral-based medical philanthropy (RBMP) program. Join a panel of experts to learn operational principles that help ensure each component of the RBMP program is appropriately tracked, measured, and ultimately grown for the greater success of the institution and its vision.

Education Track: Current and Prospective Donor Research

Audience: Strategic

Edward Ahart, MPA

Kean University Foundation - Chief Development Officer

Ed has been with the Kean Foundation since January 2021. Prior, he spent 4 years in a major gift development role at the University of Delaware as well as assisting various non-profit organizations across New Jersey throughout his career. Ed has demonstrated success establishing industry-academic partnerships that have been key elements to campaigns and regional economic development. Ed has a Master's in Public Administration from Fairleigh Dickinson University with a track in non-profit management.

Session

Using Data to Maximize Donor Efficiencies Leading Up to a Campaign (CANCELLED)
Kean University Foundation will present on utilizing data-driven efficiencies to maximize the outcomes with prospective principal and major donors leading into a campaign. Participants will become equipped to expedite key donors through the moves management process ultimately securing the foundational philanthropic gifts that the campaign will base its success on.

Education Track: Current and Prospective Donor Research

Audience: Strategic

Saadia Ahmed

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

Session

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: Leadership and Management

Audience: Strategic

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 Canada

Session

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: Leadership and Management

Audience: Strategic

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.

Session

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: Leadership and Management

Audience: Strategic

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.

Session

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: Leadership and Management

Audience: Introductory/Foundational

Digital Philanthropy: Relationship-Building through Online Fundraising Strategies (Presented by Fundraise Academy)
Donors are consistently exposed to a great number of emails and digital touchpoints. How do you rise above the noise, make your organization stand out, and showcase your cause’s impact in a way that motivates donors to give? Learn how to connect with your donors through an intentional digital strategy. Analyze email communication cadence and content, learn how storytelling for specific audiences can remind donors why they connected with your organization, and implement digital plans that support growing a culture of philanthropy. With a digital strategy focused on relationship-building, turn one-time gift-givers into long-term, loyal supporters of your organization.

Education Track: Securing the Gift

Audience: Introductory/Foundational

Krista Asteriadis Byers

With nearly three decades serving in the non-profit sector, Krista is passionate about improving lives on a global scale through data driven, actionable, direct marketing strategy designed to grow revenue for mission-focused organizations. She has proven the value of delivering exceptional donor centered experiences through integrated omni-channel campaigns while building a pipeline for peer to peer, monthly, mid-level, planned giving and major donor programs.

Session

Mid-Level, Sustainer, and Sophisticated Direct Response: How to Adapt to Shifting Donor Expectations (Sponsored by GiveSmart by Community Brands)
For years, consumer and philanthropic trends were considered unique and distinct. This idea limited curiosity around their points of intersection. This session will look at shifts in consumer and donor behaviors. Participants will leave a deeper understanding of practical ways to leverage and expand their audience to increase revenue.

Education Track: Securing the Gift

Audience: Strategic

Kate Ayers

ReEstablish Richmond - Executive Director

Kate joined ReEstablish Richmond in 2013. She previously worked as a special education teacher for 11 years, while also serving as a volunteer mentor for refugees in the Richmond community. Kate is currently the Chair of the Office of New Americans Advisory Board, and her dedicated efforts continue to build a supportive, trustworthy community for refugees and new immigrants living in Richmond.

Session

Subscription GivingSM - A New Revenue Stream to Your Fundraising Strategy (Presented by Bonterra)
Acquiring new donors can be an expensive proposition, even for the most resource-rich nonprofits. In this session, nonprofits will learn how to create and manage sustaining donor programs with Subscription GivingSM—a modern twist on repeat and recurring contributions.

Education Track: Securing the Gift

Audience: Introductory/Foundational

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.

Session

Transitioning Crisis Donors to Mission Donors
During the peak of the racial uprising in 2020, the Detroit Justice Center went from an organization with 300 donors to nearly 20,000 overnight. Donors from across the world were responding to the racial justice crisis. But, what would shift them to long-term investment in a movement?

Education Track: Relationship Building

Audience: Applied

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: Ethics, Accountability and Professionalism

Audience: Applied

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-profits

Session

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!

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.

Session

What is Good Marketing? A Primer with Feathr (Learning Lab)
Looking to unlock more from your marketing? Join us to discover how Feathr helps you run highly targeted campaigns across multiple digital channels, analyze data, and optimize results in real-time. You'll see first hand examples from other nonprofits on how Feathr's Good Marketing Platform helps them increase engagement, drive conversions, and generate more revenue.

The State of Nonprofit Marketing & Its Impact on Fundraising Success (Learning Lab)
Looking to unlock more from your marketing? Join us to discover how Feathr helps you run highly targeted campaigns across multiple digital channels, analyze data, and optimize results in real-time. You'll see first hand examples from other nonprofits on how Feathr's Good Marketing Platform helps them increase engagement, drive conversions, and generate more revenue.

What is Good Marketing? A Primer with Feathr (Learning Lab)
Looking to unlock more from your marketing? Join us to discover how Feathr helps you run highly targeted campaigns across multiple digital channels, analyze data, and optimize results in real-time. You'll see first hand examples from other nonprofits on how Feathr's Good Marketing Platform helps them increase engagement, drive conversions, and generate more revenue.

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: Leadership and Management

Audience: Introductory/Foundational

William Bartolini, ACFRE, PhD

An AFP Master Fundraising Teacher, coach, and counselor in philanthropy, Bill Bartolini (PhD, ACFRE) has been a professional fundraiser for 40 years, recently retiring from Ohio State where he solicited gifts of $5M+. He’s worked for several universities, including George Washington, Northeastern, Kent State, Ball State, and a variety of nonprofits. Bill’s PhD dissertation at Kent State asked, “What do People Think and Feel when You Ask them for Money?”

Session

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: Leadership and Management

Audience: Introductory/Foundational

Nicole Bechard

As an experienced fundraising and analytics product manager, Nicole has a passion for building delightful products and helping nonprofits achieve new heights using data. As a Senior Product Manager with Microsoft Tech for Social Impact, Nicole is responsible for building innovative fundraising and marketing products designed specifically to meet the nonprofit sector’s unmet needs. Prior to Microsoft, Nicole led Blackbaud’s predictive analytics product portfolio

“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.”

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Jennifer Bielat

Pursuant - Executive Vice President, Client Strategy

Jennifer Bielat serves as Executive Vice President, Client Strategy. With more than two decades of experience in the nonprofit sector, Jennifer brings intimate knowledge and understanding of nonprofit management. In her role, she develops strategic solutions to help organizations navigate the opportunities and challenges facing today’s nonprofit organizations. Jennifer’s expertise lies in integrated marketing and communications strategy, comprehensive direct response strategy and execution, digital marketing and fundraising, and nonprofit leadership.

Session

Mid-Level, Sustainer, and Sophisticated Direct Response: How to Adapt to Shifting Donor Expectations (Sponsored by GiveSmart by Community Brands)
For years, consumer and philanthropic trends were considered unique and distinct. This idea limited curiosity around their points of intersection. This session will look at shifts in consumer and donor behaviors. Participants will leave a deeper understanding of practical ways to leverage and expand their audience to increase revenue.

Education Track: Securing the Gift

Audience: Strategic

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.

Session

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: Leadership and Management

Audience: Applied

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: Leadership and Management

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Applied

Kimberley Blease

Blakely - Executive Vice President, Strategic Solutions and Consultancy

When it comes to building high-value donor relationships, Kimberley’s original thinking is unparalleled. With over 35 years of experience Kimberley is a fundraiser and marketer who helps not-for-profit organizations raise the bar on the experience their donors receive. As EVP Strategic Solutions & Consulting at Blakely Inc. she brings vision and proven strategy to her clients and to the teams she leads. Kimberley is an active mentor with AFP & Tony Elischer Foundation.

Session

New Donors, Demographics & Opportunities: Reimagining Donor Engagement in the Post Pandemic World
See the latest trends, research and insights driving our understanding of the emerging motivations and needs of donors today! Understand and apply how these insights enable us to build strategic journeys that inspire, with examples from USA for UNHCR’s community partnership program that is delivering real growth!

Education Track: Current and Prospective Donor Research

Audience: Strategic

Lynne Boardman

Harvey McKinnon Associate - Managing Director

Lynne Boardman has spent over 20 years creating successful individual giving programs for charities in both Canada and the UK. Her work has spanned health care, international development, human rights, education and environmental causes. She is currently the Managing Director of HMA, working with clients like Amnesty, Oxfam, Indspire, Covenant House, and a number of children's hospitals. She speaks, strategizes and writes about legacy fundraising whenever there is someone nearby to listen.

Session

Objection! How to Address Donors’ Legacy Giving Concerns
Do you wish you could alleviate donors’ deepest fears so they embrace the exciting possibility of making a transformational gift? You’ll learn 5 common legacy giving concerns and build your own set of powerful messages to dissipate donor doubts and inspire them to make a gift in their will.

Education Track: Securing the Gift

Audience: Applied

Jennifer Borcherding

Eastern Iowa Health Center - Director of Development and Marketing

Jennifer Borcherding is the Director of Development & Community Relations for Eastern Iowa Health Center, a Federally Qualified Health Center, in Cedar Rapids, Iowa. There she has secured over $2M in less than 2 years to build a new dental facility, secure a free-to-patient transport bus, and support ongoing programmatic needs. Jennifer specializes in strategic partnerships, grant writing, and brand recognition. Borcherding also serves on her local school board and her state school board. With

Session

Outside the Box Engagement
During this presentation, participants will discover new avenues to community engagement to diversify pipeline streams and fully grasp the breadth of the opportunity. Through an international perspective, presenters will describe their approach and best practices for cultivating an ‘outside the box’ support base.

Education Track: Volunteer Involvement

Audience: Introductory/Foundational

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.

Session

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: Leadership and Management

Audience: Strategic

Amanda Braet, CFRE

Alphonce J. Brown, Jr is the principal consultant for Docere Consulting, Inc.—a company he founded in July 2003. The company’s mission is to teach its clients how to achieve sustainability using new technology and proven fundraising methods through the use of annual fund, capital campaigns, special events and major donor solicitation. Alphonce is a graduate of The University of Texas at Austin, an Advanced Certified Fundraising Executive (ACFRE), and an AFP Master Trainer.

Session

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: Leadership and Management

Audience: Introductory/Foundational

Nancy Brown, CFRE, MSA

Winona Community Foundation - Executive Director

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

Session

Donor Advised Funds, Community Foundations, and You: Working Together to Grow Philanthropy
Do donor advised funds frustrate or excite you? Learn how to collaborate with your community foundation to bring more money not just your mission but to your community as a whole. DAF is NOT a four-letter word.

Education Track: Relationship Building

Audience: Applied

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: Ethics, Accountability and Professionalism

Audience: Applied

Clay Buck, CFRE, AFP Master Trainer

TCB Fundraising - Founder and Principal

Clay is a thirty-year fundraising veteran and is the Founder and Principal of TCB Fundraising, a nonprofit fundraising and communications consultancy focused on building individual giving at all levels. He has served in leadership roles at a variety of nonprofits across the country and has been a senior consultant with major national firms. He has held the Certified Fund Raising Executive credential since 2010, is an AFP Master Trainer.

Session

Making Sense of Fundraising: A Fundraiser's Guide To What's Working in 2022 And Beyond
Our knowledge about fundraising is growing by leaps and bounds, but how do we make sense of all the different reports? In this session we'll dig deep into current trends, workshop what works best, and create a plan for you to use to implement the newest methodology in your shop.

Education Track: Current and Prospective Donor Research

Audience: Applied

“Fundraising is life” how to reenergize yourself and your fundraising
“Please put on your oxygen mask before helping others” We’ve all heard this before, well, this session IS your oxygen mask. Join Clay and Lynne to explore how the human side of fundraising has changed in recent years and how to respond to these upheavals. We have faced more than a pandemic; we have faced racial and social injustice, the great resignation, civil conflict, working from our living rooms and much more. Regardless of how we perform the tasks and execute strategies, fundraising is a relationship-based profession. WHY we choose our profession and that we choose ourselves as much as we choose to serve others is essential. Using the framework of Recognize, Reveal, and Reframe we will build a model for attendees to follow and build upon. This interactive session, complete with workbook, allows the attendee and the speakers to connect over common experiences and will help guide positive future outcomes.

Education Track: Relationship Building

Audience: Applied

"To Affinity and Beyond: Building a Caring, Engaged Community with Fundraising Intelligence” (Presented by iWave)
Donors are people and people are complicated. There’s more than one way that people support and engage with your nonprofit, but who are they and how do they respond to different messages and channels of communication? In this session we’ll look at how you can know much more about your donors through the stories they tell you and fundraising intelligence that can be easily applied to deepen engagement, communicate with donors in the way they’re most likely to react and respond, and build stronger fundraising results, higher retention, and develop not just donors but a thriving community championing your mission.

Education Track: Current and Prospective Donor Research

Audience: Applied

Julia Campbell

J Campbell Social Marketing - Digital Storytelling & Social Media

Julia Campbell is on a mission to make the digital world a better place. Through speaking, training, and consulting, she shows social purpose organizations how to use social media and storytelling to build communities, showcase impact, and advance their causes. Her passion is to get organizations and change makers to stop spinning their wheels and start getting real results using digital tools.

Session

Current Trends in Social Media: What Do We Pay For & What Should We Ignore (Learning Lab)
Meta Verified, Twitter Blue, Snapchat Plus - it seems as if all the big, formerly free, social media platforms are now offering pay-to-play services. What does it mean? What are the implications for the social media landscape? And what are the benefits? Nonprofit digital marketing expert Julia Campbell will walk you through the 3 most critical changes to the social media landscape in the past year, the pros and cons of Meta Verified for Facebook and Instagram, and how data privacy laws continue to affect social media reach and visibility.

4 Pillars of Social Media Engagement for Fundraisers (Sponsored by Bonterra)
With increased digital donations, social media is rising as a powerful tool to build relationships with your current donors and attract new ones. In this session, attendees will learn 4 ways to build deeper relationships with social media followers and convert them into long-term supporters.

Education Track: Securing the Gift

Audience: Applied

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Chad Carpenter

Teuteberg Incorporated - Vice President of Sales

Chad Carpenter is the Vice President at Teuteberg Inc. and has 20 years of experience in donor development. His expertise lies in developing strategies to grow donor databases. Utilizing data segmentation and analytics to guide decisions is at the core of ensuring successful campaigns. Chad has a passion for non-profits and enjoys using his skills to make a difference.

Session

Best Practices for Retention and Acquisition Using Direct Marketing, Strategy, & Analytics (Learning Lab)
With over 17 years of experience in direct marketing and data analytics, Chad will share his experience with trends and best practices focusing on using donor lifecycle, segmentation, propensity scoring, and analytics to guide fundraising efforts that highlight acquisition and retention.

Cassie Carter, PhD

Campbell & Company - Vice President, West Region Director

Cassie Carter brings 30 years of experience to her work where she builds a shared understanding how organizational strengths can be leveraged to achieve fundraising success. Cassie was Associate Vice President for Development at Hawaii Pacific University and Cal Poly, San Luis Obispo, and Executive Director of Montana Outdoor Science School. She is chair of Pierce College Foundation and holds a doctoral degree in Teaching and Learning from University of Southern California.

Session

Creating a High-Performance Environment for Major Gifts
In this session, we will learn how emerging fundraising trends are impacting major gifts—and how to handle it. We will discuss recruiting and maintaining a high-performing major gifts team and how to practice strategies that will increase major gifts ROI and will promote inclusion and diversity.

Education Track: Securing the Gift

Audience: Applied

Jason Champion

Session

Building Bridges: How to Engage Your Supporters with Peer-to-Peer Fundraising (Presented by Qgiv)
Over the last three years you had to learn how to go virtual almost overnight and then had to navigate hybrid event experiences on top of your never-ending to do list. Donor expectations have changed, and different generations are looking to engage with your organization in new ways. Events and the way you connect with donors have been forever changed. Your donors want truly engaging opportunities and more meaningful connections where they feel they are a part of your mission, making a significant and direct impact. Peer-to-peer fundraising can help deliver that empowering experience to your supporters in innovative and exciting ways. All while bridging the gap, connecting donors directly to the crucial funds your organization needs to thrive.

Education Track: Securing the Gift

Audience: Applied

Brittany Clifton

Britany Clifton is a Senior Account Director at Feathr, where she consults with nonprofits on impactful ways to do their best digital marketing to fuel their missions. For 14 years, Britany’s focus has been fundraising events. She has planned & marketed 100s of events. She’s been a Board Member of Stop Children’s Cancer & Co-Chair of their 2000-person gala.

Session

What is Good Marketing? A Primer with Feathr (Learning Lab)
Looking to unlock more from your marketing? Join us to discover how Feathr helps you run highly targeted campaigns across multiple digital channels, analyze data, and optimize results in real-time. You'll see first hand examples from other nonprofits on how Feathr's Good Marketing Platform helps them increase engagement, drive conversions, and generate more revenue.

Alyssia Coates, MA, PhD

Brown University - Senior Director of Development, Inclusive Philanthropic Engagement

Dr. Coates joined Brown University in 2019, and serves as a major gift fundraiser and the academic liaison for the Centers for the Study of Race and Ethnicity in America, and the Study of Slavery and Justice, as well as the Office of Institutional Equity and Diversity at Brown University. She is an active member of Fabulous Female Fundraisers, Women of Color in Fundraising and Philanthropy, the Council for Advancement and Support of Education (CASE),

Session

Shifting the Donor Landscape Paradigm: Strategies to Increase Engagement and Philanthropy among Donors of Color (Sponsored by Fundraising Academy)
This two-part session will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. In the first half of the session, participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities. The second half of the session is designed to introduce DEI strategies that align with their fundraising plans and priorities. Participants will leave with a tangible action plan they can use to improve their individual donor engagement and the operations within their organization.

Education Track: Relationship Building

Audience: Strategic

Renee Colombo

Kyle Curry is the Senior Director of Nonprofit Sales at Windfall, where he supports all sizes of nonprofit organizations as they explore wealth screening, AI propensity modeling and marketing lead generation. He has been working for and with nonprofits since 2006, as a fundraiser, event director, board member, and consultative sales leader with a speciality in technology, digital strategy, and data.

Session

Elevate Your Fundraising Strategy with Career Intelligence (Learning Lab)
In today’s fundraising landscape, employment attributes like job title, job level, and current company have emerged as essential tools for development teams. Through this “career intelligence,” your organization can stay on top of key changes, such as when a donor is promoted to a C-Suite position, or a prospect is a “rising star” in their field.

H. Aldervan Daly, CFRE, MFA

Rising Ground - Rising Ground

H. Aldervan Daly, CRFE, is the Executive Vice President for Institutional Advancement for Rising Ground, a 191-year-old human services organization serving 25,000 children, adults, and families throughout New York City. Aldervan shares his fundraising insight in the blog “The Thoughtful Approach To...”, which offers practical advice for modern fundraisers. He earned an MFA in fundraising and marketing, from Virginia Tech and a BA from Rhodes College. He and his family live in Brooklyn, NY

Session

Trauma-Informed Fundraising - Understanding Your Role and the Donors
Nonprofit organizations utilize trauma-informed care to promote hope, healing, and resilience to individuals, families, groups, and communities. Understanding the science of trauma-informed care, adverse childhood experiences, resilience, and DEI (diversity, equity, and inclusion) and adopting a practical trauma-informed approach to fundraising leads to meaningful conversations that foster collaboration.

Education Track: Relationship Building

Audience: Introductory/Foundational

Joshua Daniel

Korn Ferry - Coach and Associate Principal

Josh Daniel is a Coach and Associate Principal consultant with Korn Ferry out of Austin, TX. Josh has been supporting the career coaching offering for AFP360 members and specializes in supporting members in job search strategy, navigating professional transitions, and career advancement. Josh’s career is supported by a Master’s Degree in Organizational Behavior studies and a professional certification in Executive Coaching from the University of Texas at Dallas.

Session

Learn About AFP 360 with Korn Ferry Advance Program (Learning Lab)

Joshua Daniel

Korn Ferry - Coach and Associate Principal

Josh Daniel is a Coach and Associate Principal consultant with Korn Ferry out of Austin, TX. Josh has been supporting the career coaching offering for AFP360 members and specializes in supporting members in job search strategy, navigating professional transitions, and career advancement. Josh’s career is supported by a Master’s Degree in Organizational Behavior studies and a professional certification in Executive Coaching from the University of Texas at Dallas.

Session

Learn About AFP 360 with Korn Ferry Advance Program (Learning Lab)

Greta Daniels, CFRE

Ruffalo Noel Levitz - Senior Vice President

Greta Daniels is a fundraising professional with more than fifteen years of experience in philanthropy. She has extensive expertise in donor engagement strategies, university advancement and development, and annual giving. In her current role, she works with universities, hospitals and non-profit orgs of all shapes and sizes to maximize donor giving through data-driven omnichannel campaigns that meet immediate fundraising goals while also increasing long-term donor pipeline.

Session

How to Maximize Giving Day Success (Learning Lab)
Launching or Amplifying a Giving Day can be challenging. To reach your audience, break through the noise of competition, and truly excite donors, you need to coordinate your message, channels and peer volunteers to have maximum impact. From direct mail, email communications to texting and social media, your coordinated strategy is key. Hear what we’ve learned from over $500M in Giving Days, and the key steps you need to break records on your special day.

Peter Davis, MA

Southwise Consulting - CEO

Peter Davis is CEO and Principal at Southwise Consulting where he offers business strategy, communications and fundraising services. As a nonprofit leader in the Greater New Orleans area, he has worked to build strategic initiatives and cultivate relationships with individual and corporate philanthropic partners for various organizations including Jericho Road, New Orleans Youth Alliance and OPEN New Orleans. Peter earned his graduate degree from Northwestern University in Organizational Leadership and Nonprofit Management and his Bachelor’s

Session

Philanthropic Justice: Loving Humanity in Its Fullness
In its purest form, “philanthropy” means love of humanity. “Philos” means love; “Anthropos” means mankind or humanity. Love, bell hooks reminds us, is a combination of care, commitment, knowledge, responsibility, respect, trust, justice, and equity. Do your philanthropic efforts demonstrate your organization's love for ALL of humanity? What might it mean to practice philanthropic justice in the face of egregious and blatant injustice? This session brings together a panel of experts and philanthropic practitioners working in the deep South to advance equity, and justice, and uplift the human spirit through our collective work—a deep and abiding love for all humanity. We will discuss philanthropy's role in catalyzing and fueling social justice movements, and the principles of philanthropic justice and answer your questions regarding how you and your organizations can begin to engage in the transformative work of doing philanthropic justice.

Education Track: Relationship Building

Audience: Introductory/Foundational

Margo Dayal

Margo Dayal helps nonprofits engage with their constituents in more personalized and scalable ways as a Lead Solution Engineer at Salesforce. With more than two decades of experience in nonprofit technology, Margo brings intimate knowledge and understanding of nonprofit technology challenges and opportunities. Before joining Salesforce, Margo led digital strategy and analytics at the V Foundation for Cancer Research. Margo’s expertise lies in integrated marketing and communications strategy, contact management, and marketing analytics.

Session

Experience bi-directional data integration between Salesforce Marketing Cloud and your CRM using Omatic (Learning Lab)
Learn how Salesforce and Omatic allow routine synchronization with your existing CRM and Salesforce Marketing Cloud. Nonprofits are using this technology to drive digital transformation which keeps all key data in both systems current and clean.

Nikki DeFalco

Nikki DeFalco is a National Customer Success Manager at OneCause. She brings expertise in major gifts and signature events to her role, as well as 15 years of nonprofit experience with JDRF at national, regional, and local levels.

Session

Meet Today’s Donors: How Self-Curated Giving Experiences Are Transforming Fundraising
The pandemic created a 24/7 on-demand, when “I want it” world. New research shows “frictionless” philanthropy matters to donors. Let’s explore how to make “ease and choice” central to giving; why it matters, what motivates donors, and their expectations. We’ll share case studies that transformed fundraising ease, self-curation, and personalization.

Education Track: Securing the Gift

Audience: Applied

Michael Delzotti

UK Markey Cancer Center Foundation - President & CEO

Michael Delzotti has over twenty-three years' experience as a leader in the non-profit field. Mike began his nonprofit career as the program administrator for Washington Workshops in DC then spent several years managing hospital departments and clinics in Philadelphia. Returning to philanthropy, he joined a public foundation in Los Angeles then spent time as an executive director of development at UCLA then VP of Development at Special Olympics.

Session

Building Pipeline Through Engagement
This panel discussion features experts in clinician engagement who will describe how they started from scratch, selected clinician champions and equipped them for success. Presenters will also describe how their strategic approach to events and major gifts has helped to propel their success.

Education Track: Relationship Building

Audience: Applied

A Culture For Philanthropy
A strong infrastructure is essential to support a thriving referral-based medical philanthropy (RBMP) program. Join a panel of experts to learn operational principles that help ensure each component of the RBMP program is appropriately tracked, measured, and ultimately grown for the greater success of the institution and its vision.

Education Track: Current and Prospective Donor Research

Audience: Strategic

Cara Dickerson

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.

Session

Building Pipeline Through Engagement
This panel discussion features experts in clinician engagement who will describe how they started from scratch, selected clinician champions and equipped them for success. Presenters will also describe how their strategic approach to events and major gifts has helped to propel their success.

Education Track: Relationship Building

Audience: Applied

Outside the Box Engagement
During this presentation, participants will discover new avenues to community engagement to diversify pipeline streams and fully grasp the breadth of the opportunity. Through an international perspective, presenters will describe their approach and best practices for cultivating an ‘outside the box’ support base.

Education Track: Volunteer Involvement

Audience: Introductory/Foundational

A Culture For Philanthropy
A strong infrastructure is essential to support a thriving referral-based medical philanthropy (RBMP) program. Join a panel of experts to learn operational principles that help ensure each component of the RBMP program is appropriately tracked, measured, and ultimately grown for the greater success of the institution and its vision.

Education Track: Current and Prospective Donor Research

Audience: Strategic

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: Leadership and Management

Audience: Strategic

Amy Eisenstein, ACFRE

Capital Campaign Pro - CEO

Amy Eisenstein, ACFRE is CEO and Co-Founder of Capital Campaign Pro. Her published books include Major Gift Fundraising for Small Shops and 50 A$ks in 50 Weeks. Amy became an AFP Distinguished Fellow in 2021, an AFP Master Trainer in 2009, served as the president of AFP-NJ in 2014 and 2015, and is an active volunteer with AFP. Amy became a Certified Fundraising Executive (CFRE) in 2004 and received the ACFRE, in 2013.

Session

How to Plan an Effective Capital Campaign Using New Tools and Technology
A capital campaign is likely the largest amount you have ever tried to raise. The good news is that there are tools, technology, and virtual resources to help you succeed. Join Amy Eisenstein to learn how to prepare an effective and efficient campaign strategy and plan.

Education Track: Securing the Gift

Audience: Applied

Mallory Erickson

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.

Session

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: Leadership and Management

Audience: Applied

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.

Session

Pulling the Heartstrings - Telling Your Story Effectively
Writing to raise funds is a specific skill. It’s more than a standard annual appeal. We’ll work together on the process of creative writing for results - the preparation, the research, the brainstorming, the plan. You’ll leave with concrete ideas that can effectively change the way you communicate.

Education Track: Securing the Gift

Audience: Applied

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: Leadership and Management

Audience: Introductory/Foundational

Shoni Field

BC SPCA - Chief Development Officer

Shoni Field is the Chief Development Officer at the British Columbia SPCA. She runs a full spectrum fundraising program raising more than $30 million annually. Shoni has been direct response fundraising for more than 23 years for a range of causes including environmental, youth, health and development organizations. When not fundraising, Shoni advocates for electoral reform and citizen engagement, plays strategy games and bakes fancy cakes.

Session

Are They Feeling The Love? Using Love Language to Build Donor Identity and Wellbeing
No two organization’s donors love in the same way. Talking in donors’ love language can sustainably double giving, enhance their well-being, and draw donors closer to the community they are about. Too good to be true? Philanthropic psychology is the science designed to achieve these goals. Come and see!

Education Track: Current and Prospective Donor Research

Audience: Applied

Julie Fink, CFRE, MA

Jefferson Health Foundation - New Jersey - Director of Development

Julie Fink is a seventeen-year veteran in nonprofit with experience in healthcare and social services. She currently is the Director of Development for Jefferson Health Foundation New Jersey. She serves as president of her local AFP chapter and a board member of an animal assisted canine therapy nonprofit. She holds her bachelors in communications from Rider University, her masters in nonprofit management and philanthropy from Bay Path University and is a certified fundraising executive (CFRE).

Session

Governance as Leadership: A Guide to a Generative Thinking Board
Based on literature from authors Richard Chait and Cathy Trower, the session will explore factors of board composition, leadership, recruitment, orientation, and education and their role a governance as leadership model to offer immediate action items, an understanding of Generative Thinking and real world examples of barriers and successes.

Education Track: Volunteer Involvement

Audience: Strategic

Beth Fisher

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.

Session

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: Leadership and Management

Audience: Applied

Logan Foote

GolfStatus - Sales and Education Director

Logan Foote first picked up a golf club at age four, and despite thousands of attempts, he’s never had a hole-in-one. He earned a bachelor’s degree in business administration at the University of Nebraska-Lincoln and pursued a career in sales. Logan came to GolfStatus in 2017, where he channels his passion for golf to help nonprofits raise money.

Session

The Value of the Golfer Donor - (Presented by GolfStatus)
Golf fundraisers are a lucrative fundraising mechanism, but perhaps more importantly, function to acquire, engage, and retain the golfer donor. This session will discuss why golfers are a valuable donor segment, how to effectively engage them, and how to leverage your golf event to accomplish a number of mission-critical functions.

Education Track: Securing the Gift

Audience: Introductory/Foundational

The Easy Way to Plan & Manage Golf Fundraisers (Learning Lab - GolfStatus)
Golf tournaments are a lucrative fundraising opportunity for any nonprofit. Technology makes it easier than ever to organize and manage golf fundraisers, whether you’re a first-timer or veteran event planner. Hear how powerful, user-friendly technology streamlines golf fundraisers to save organizers time and raise more money for your mission.

Andre Forbes-Ezeugwu

Albright College - Development Officer

Andre Ezeugwu is currently the Founder and CEO of the advertising agency Ifodige Media Group. Over the past 13 years, Andre has worked for Beasley Media Group, Urban one, Emmis Communications, and Albright College. Helping people succeed and creating opportunities that remove as many obstacles as possible for them to achieve their goals educationally, financially, and economically is Andre's life passion and overall desire for his work.

Session

Being A Black Male In Fundraising-The Conversation Continues
I’d rather not work with “that” person. I don’t have a problem with him, but… These are things that have been said about Black Men in Fundraising. This will be a safe space to talk about real situations and the outcomes. This session is open to everyone that has experienced racism as well as anyone willing and wanting to learn how to be more aware of those situations. Come with an open mind and be ready to listen and share!

Education Track: Relationship Building

Audience: Applied

R. Scott Fortnum

Children's Health Foundation - President & CEO

Scott is President & CEO of Children’s Health Foundation in London, Ontario and has been a fundraiser since 1990 with major organizations across Canada. A frequent speaker on leadership and ethics Scott has an MA in Philanthropy and Development Graduate Business Diploma from Wilfrid Laurier University. A CFRE from 1995-2022 and in 2011 became the 92nd person to earn the ACFRE. Scott is a Certified Healthcare Executive (CHE) and holds the ICD.D.

Session

Supporting Your Mission with LinkedIn (Learning Lab)
For many organizations, LinkedIn is underutilized when compared to some flashier socials yet it is the one that could have great impact on your organization. A quick look at three things LinkedIn can do to help your organization and three cautions to be aware of.

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.

Session

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: Leadership and Management

Audience: Applied

Ashley Franks

Ashley is a nonprofit strategist in PNC Institutional Asset Management as part of the Nonprofit Strategy and Solutions team. In this role, she helps enhance nonprofit client relationships through direct engagement by providing customized guidance. Using her knowledge of the nonprofit sector, she works directly with market teams and nonprofit clients in variety of areas including investments, governance and operational best practices, distribution strategies and philanthropic planning.

Session

Articulating your Aspiration (Learning Lab)
Many organizations are wondering when they will receive the mysterious call asking them “if you were to receive a transformative gift, how would you spend it?”. Is your organization ready to answer that call? The Big Ask – Before you ask for a transformational gift or you start your campaign, you need to have a strategy in place. Preparing your case for support is key. Your organization needs to establish a clear vision and be able to articulate that vision at any time. Questions to consider: What do you have planned? How are the next few years going to look? How will you use this money?

Board Optimization (Learning Lab)
As boards evolve to become ambassadors, fundraiser and thought leaders for your organization, do you have the right infrastructure, people and policies to help your board thrive for your organization? Topics addressed could include: Governance Gift acceptance policy Board investment policies Succession planning Board strength for sustainability during adverse times Diversity

Laura 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.

Session

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: Leadership and Management

Audience: Strategic

Robert Friend

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: Ethics, Accountability and Professionalism

Julia Gauckenbach

Julia Gackenbach has spent over a decade working locally and globally with nonprofits. This has sharpened her skills to raise funds, care for donors and communicate impact. Her experience tied in with her desire to create community through a mission gives her unique passion to work with all types of organizations. Julia now uses that enthusiasm and expertise to lead communication strategies from DonorPerfect to industry practitioners.

Session

Donor Magnetism: How to Create Messages that Attract and Retain Donors (Presented by DonorPerfect)
This session will explore effective communication strategies for capturing donors' attention and cutting through the noise in today's crowded and competitive fundraising landscape. Attendees will learn how to craft compelling messages that resonate with donors, using persuasive storytelling and emotionally engaging imagery. A key focus of this session will be on understanding the impact of storytelling on donor engagement and how storytelling is strengthened with the use of donor personas. Attendees will walk away from this session understanding their organization’s unique donor personas and how to create messages that stand out in order to increase donor engagement and drive impact for their organization.

Education Track: Relationship Building

Audience: Applied

Charmel Gaulden, JD

Charmel Gaulden is a lawyer and philanthropic executive with over 15 years of experience in nonprofit administration, program design, and strategic advocacy. She previously served as the Vice President of Public Safety Grants at Baptist Community Ministries and chair of the Greater New Orleans Funders Network (GNOFN) Criminal Justice action table, a collection of seven local and national funders working to support equity and justice in the Greater New Orleans region.

Session

Philanthropic Justice: Loving Humanity in Its Fullness
In its purest form, “philanthropy” means love of humanity. “Philos” means love; “Anthropos” means mankind or humanity. Love, bell hooks reminds us, is a combination of care, commitment, knowledge, responsibility, respect, trust, justice, and equity. Do your philanthropic efforts demonstrate your organization's love for ALL of humanity? What might it mean to practice philanthropic justice in the face of egregious and blatant injustice? This session brings together a panel of experts and philanthropic practitioners working in the deep South to advance equity, and justice, and uplift the human spirit through our collective work—a deep and abiding love for all humanity. We will discuss philanthropy's role in catalyzing and fueling social justice movements, and the principles of philanthropic justice and answer your questions regarding how you and your organizations can begin to engage in the transformative work of doing philanthropic justice.

Education Track: Relationship Building

Audience: Introductory/Foundational

Nancy Gerard

Georgia-Cumberland Academy - Director of Alumni and Development

Nancy Gerard has served Georgie-Cumberland Academy as the Alumni and Development Director for two decades. Her fundraising work in the Continuing the Mission Campaign grew giving to GCA from about $200,000 to $21 Million in 5 years - transforming the school. Nancy taught for 25 years in secondary/higher educational settings and holds undergraduate and graduate degrees in family studies and educational leadership. Her optimism and solid donor stewardship practices drive her on-going results.

Session

From the Mailbox to the Living Room – Creating an inspiring donor journey
You can bridge direct mail donor transactions into excellent 5-6 figure major donor relationships. Learn to discover shared values leading to your best major/planned giving prospects. Then easily make that sometimes-awkward transition from your annual fund--to your portfolio—to artfully presenting a major gift opportunity in their living room.

Education Track: Securing the Gift

Audience: Applied

Ana Flavia Godoi, MBA

Women in Fundraising - Founder and CEO

She is the founder of Women in Fundraising, providing hands-on, comprehensive fundraising leadership for female fundraisers around the world. For 12 years she was on Brazilian Fundraising Association’s board. Ana has over 25 years of experience in fundraising for non-profits and foundations, focusing on strategic and development planning, major and corporate gifts. During pandemic, she raised 36 millions dollars and helped more than 500 NGOs to develop better negotiation tecniques.

Session

Road Map for Big Donors: Secrets From How Raise Millions Dollars
How to achieve fundraising goals increasingly audacious in the current scenario? Come and see how it is possible to reach millions of dollars when you build the perfect road map for big donors. The session will provide practical tools on how to engage and cultivate strong relationships with philanthropists.

Education Track: Relationship Building

Audience: Strategic

How to Align Donor’s Heart and Mind With Our Fundraising Desires
Improve your fundraising and Donor retention by learning the top ten big secrets to seduce Donors and make their hearts beat and enlighten their minds. Philanthropy is not only about signing a check. Our next challenge is to humanize digital fundraising and networking.

Education Track: Securing the Gift

Audience: Introductory/Foundational

Jeff Grandy, M.Ed

Catapult Fundraising, Inc. - Associate Vice President

Jeff Grandy has over a decade of experience and currently leads the Catapult team across the Greater Gulf Coast. Jeff’s held leadership positions at Vegas PBS, University of Nevada, Las Vegas, and St. Jude’s Ranch for Children. He is an Instructor with the UNLV Non-Profit Management and Fundraising Certificate programs and a Fundraising Operations Mentor for the Center of Philanthropy and Non-Profit Leadership at Rice University. He is a board member of AFP Las Vegas.

Session

Establish, Grow or Reignite Gift Planning in Your Organization (Presented by Catapult Fundraising, Inc. )
Who are our best planned giving prospects? Why planned giving when we need cash in the door now? Where do we even start? Join Jeff for answers to these questions! Planned gifts ensure the future of your organization, so develop a thriving program TODAY that will lead to prosperity tomorrow.

Education Track: Securing the Gift

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Introductory/Foundational

Lisa Greer, MBA

Saving Giving - Author, Philanthropist, Coach, Advisor

Lisa Greer is a fundraising coach, nonprofit changemaker, major donor, and author of the bestselling book "Philanthropy Revolution''. Lisa is on a mission to “Save Giving”. With her help and direction, the nonprofit world will see its donors engaged and energized, their organizations sustainable and with increased impact, and a more honest philanthropic culture that will create a larger and more loyal donor pool.

Session

The Future of Fundraising: Why Philanthropy is in Trouble– and How to Save It
Every single day, potential donors are turned off by arcane or off-putting fundraising methods. In this talk, Lisa Greer sounds the alarm– and discusses the applicable fundraising solutions that will save your nonprofit.

Education Track: Relationship Building

Audience: Strategic

Lori Guenther Reesor, MTS, DMin

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!

Session

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: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

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.

Session

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: Leadership and Management

Audience: Strategic

Cheryl Hairston

Cheryl Hairston is responsible for enabling nonprofits to realize and achieve their missions through Microsoft services and cloud solutions. Cheryl has twenty years of successful IT sales experience with 3 years directly dedicated to the Non-Profit industry. Cheryl holds a Bachelor of Science degree from Pennsylvania State University and professional certificates from the Wharton School of Business (Univ of Pennsylvania) and Insead International Business School (Fontainebleau, France).

Session

Accelerating Mission Impact with Microsoft’s Affordable Technology Solutions (Learning Lab)
Join us to learn how Microsoft's technology can empower your nonprofit with accessible and cost-effective solutions. From secure collaboration tools to donor management and fundraising, as well as cloud infrastructure and Surface devices, Microsoft offers a comprehensive range of options to support your mission. Learn more: microsoft.com/nonprofit.

Ruth Hansen, PhD

University of Wisconsin-Whitewater - Assistant Professor

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

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

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: Ethics, Accountability and Professionalism

Audience: Applied

Peter Hansen, CFRE

The Artful Asker - CEO

A 30+ year major-giving, international consultant, Marcy Heim, CEO, The Artful Asker trains and coaches Leadership, Boards, and Fundraisers with mindset/method tools for transformational, multi-million, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” She raised major gifts at UW-Madison for 2 decades through a $1.8B campaign before creating major giving success for her clients. An AFP Master, CASE Crystal Apple recipient, rock-band singer, and author, Marcy renews your zest for fundraising and life.

Session

From the Mailbox to the Living Room – Creating an inspiring donor journey
You can bridge direct mail donor transactions into excellent 5-6 figure major donor relationships. Learn to discover shared values leading to your best major/planned giving prospects. Then easily make that sometimes-awkward transition from your annual fund--to your portfolio—to artfully presenting a major gift opportunity in their living room.

Education Track: Securing the Gift

Audience: Applied

Dan Heist, CFRE, PhD

Brigham Young University - Assistant Professor

Dr. Heist is an Assistant Professor of Nonprofit Management at Brigham Young University. He earned a master’s degree in Philanthropic Studies from the IU Lilly Family School of Philanthropy and a PhD in Social Welfare from the University of Pennsylvania. His research focuses on philanthropy and fundraising. His nine years of professional fundraising experience inform his research and teaching. He is a leading expert on donor-advised funds and co-founder of the Donor-Advised Fund Research Collaborative.

Session

Understanding Donor-Advised Fund Giving Patterns and How to Customize Your Solicitation Strategy
Join Dr. Dan Heist for insights from his latest academic research on donor-advised funds (DAFs). Session participants will explore the various patterns that donors use when giving through a DAF. After learning how to recognize those patterns, we will discuss effective solicitation strategies for the different types of DAF donors.

Josh Hirsch has worked in the nonprofit sector since 2006 with a focus on educational philanthropy for both public charter and independent private schools. He has an extensive background in social media, digital communications, and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors.

Session

Tips & Tools to Maximize Social Media for Your Nonprofit (Learning Lab)
Anyone familiar with using social media for nonprofits knows there are both challenges and advantages. Fortunately, there are tools and resources available for nonprofits on social media. In this high-paced and energetic session, true to form, Josh Hirsch will share some of his favorite tools that every nonprofit communication professional should have at the ready.

4 Pillars of Social Media Engagement for Fundraisers (Sponsored by Bonterra)
With increased digital donations, social media is rising as a powerful tool to build relationships with your current donors and attract new ones. In this session, attendees will learn 4 ways to build deeper relationships with social media followers and convert them into long-term supporters.

Education Track: Securing the Gift

Audience: Applied

Robert Hofmann, CFRE, MA

University of Minnesota Duluth - Senior Development Officer

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

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Kelly Howard

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.

Session

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: Leadership and Management

Audience: Strategic

Rachel Hunnybun

Blakely Inc. - Director, Strategic Solutions

Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. Through her role at Blakely Inc. she now works with US and Canadian charities and is passionate about helping charities deliver a great donor experience. She speaks internationally, served as a commissioner for the UK’s Commission on Donor Experience and is an active member of the institute of fundraising.

Session

New Donors, Demographics & Opportunities: Reimagining Donor Engagement in the Post Pandemic World
See the latest trends, research and insights driving our understanding of the emerging motivations and needs of donors today! Understand and apply how these insights enable us to build strategic journeys that inspire, with examples from USA for UNHCR’s community partnership program that is delivering real growth!

Education Track: Current and Prospective Donor Research

Audience: Strategic

Tisha Hyter

Tisha is a senior nonprofit strategist in PNC Institutional Asset Management as part of the Nonprofit Strategy and Solutions team. In this role, she helps enhance nonprofit client relationships through direct engagement by providing customized guidance. Using her knowledge of the nonprofit sector, she works directly with market teams and nonprofit clients in variety of areas including investments, governance and operational best practices, distribution strategies and philanthropic planning.

Insights From the 2023 Digital Outlook Report – (Presented by Fundraise Up)
The long-awaited “2023 Digital Outlook Report” is here, and it uncovers nonprofit trends in online fundraising and marketing. Join us in this session to get a first look at exclusive data from this year’s report to learn what key new trends organizations are grappling with and how organizations are taking limited budgets and human resources to be successful.

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Strategic

Kacey Jones, CFRE, MA

Kacey Jones is a seasoned grant writer, programmatic evaluator, and development professional with more than two decades of experience as a qualitative researcher. She conducted an impact assessment of a USAID-sponsored scholarship program for girls in Guatemala, has published on the effectiveness of community gardening and literacy programs in Mali, West Africa, and teamed with Tribal College faculty and students to secure long-term STEM funding at Chief Dull Knife College on the Northern Cheyenne Reservation.

Session

How You Can Gather Focus Group Data That Will Drive Your Work
Focus Groups are a powerful research method used to gauge impact and drive change. As a Fundraiser, you already possess many of the skills needed to adopt this strategy. Come to watch a live focus group, learn additional tools, and leave ready to conduct your own focus group.

Education Track: Current and Prospective Donor Research

Audience: Applied

Floyd Jones

Floyd is the Community & Partnerships Director at Givebutter, a fundraising platform that has powered over $500M in donations for a million changemakers worldwide. He spearheads the growth strategy of the Community Team by leveraging partnerships, sponsorships, strategic campaigns, and special events. Floyd's career has been dedicated to building social impact communities and has raised over $1M for grassroots organizations. His work has been recognized by notable brands such as ESPN, NIKE, and Whole Foods.

Krista Lamp is the Senior Director of Brand, Events, + Communication for Classy, a GoFundMe affiliate and Public Benefit Corporation that enables nonprofits to connect supporters with the causes they care about. Classy's giving platform provides powerful fundraising tools so nonprofits can convert and retain donors. Since 2011, Classy has helped nonprofits raise over $5 billion. Previously, Krista spent 10+ years at some of the nation’s top public relations agencies.

Session

Why America Gives: Insights from 1,000 Donors (Learning Lab)
In 2022, the country faced an international humanitarian conflict, controversial legislative changes, devastating natural disasters and 40-year-high inflation rates. At the same time, giving is being defined in new ways. This session, we will explore what this means for your organization while breaking down the insights from Classy's latest Why America Gives report, which surveyed 1,000 donors to understand their motivations and how the macroclimate is shifting their giving. We'll uncover what makes someone loyal to your organization and how the evolving definition of giving outside of traditional philanthropic models affect donor behavior with nonprofits.

Flavia Lang, MBA

Tools4Change Brasil - Managing Partner

Flavia is a curious and creative fundraising entrepreneur who helps NGOs to connect and develop meaningful relationship with individual donors. With entrepreneurial vision, creative leadership to inspire and engage teams to overcome challenges and goals, empowerment management style, the desire to turn the impossible possible, and a successful record in opening, restructuring, expansion and exponential growth of NPO. She is also a cofounder of Woman in Fundraising Brazil.

Session

Road Map for Big Donors: Secrets From How Raise Millions Dollars
How to achieve fundraising goals increasingly audacious in the current scenario? Come and see how it is possible to reach millions of dollars when you build the perfect road map for big donors. The session will provide practical tools on how to engage and cultivate strong relationships with philanthropists.

Education Track: Relationship Building

Audience: Strategic

How to Align Donor’s Heart and Mind With Our Fundraising Desires
Improve your fundraising and Donor retention by learning the top ten big secrets to seduce Donors and make their hearts beat and enlighten their minds. Philanthropy is not only about signing a check. Our next challenge is to humanize digital fundraising and networking.

Education Track: Securing the Gift

Audience: Introductory/Foundational

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.

Session

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: Leadership and Management

Audience: Strategic

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

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Marissa Maybee, MBA

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: Leadership and Management

Audience: Applied

A Culture For Philanthropy
A strong infrastructure is essential to support a thriving referral-based medical philanthropy (RBMP) program. Join a panel of experts to learn operational principles that help ensure each component of the RBMP program is appropriately tracked, measured, and ultimately grown for the greater success of the institution and its vision.

Education Track: Current and Prospective Donor Research

Audience: Strategic

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: Leadership and Management

Audience: Strategic

Laurel McCombs

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.

Session

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: Leadership and Management

Audience: Strategic

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.

Session

Getting Your ~$30: Maximizing the Potential of Your Volunteers
Come learn how you can maximize the nearly $30/hr we save due to our volunteers, while providing a meaningful experience. If you are looking to enhance or build your volunteer program, this is the session for you!

Education Track: Volunteer Involvement

Audience: Applied

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: Leadership and Management

Audience: Applied

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: Leadership and Management

Audience: Applied

B.Michael McFarland

HomeFirst Services - Chief Development Officer

An openly gay professional fundraiser with 30 years of experience working almost exclusively in one-person and small shops, B. Michael McFarland has extensive experience in annual giving, major giving, foundation giving, corporate relations, special events, communications, capital campaigns, strategic planning, creating development plans, board relations, and more. Over the course of his career, he has raised in excess of $50 million for small and medium-sized organizations.

Session

Obstacle schmobstacle! How to go over, under, around, and through to get your YES!
Come ready to play some games to hone your skills to get the elusive YES. Actor, playwright, and fundraiser B. Michael McFarland will lead you through tried and true theatre games to tap your inner actor so you never need fear an ask meeting and get more Yeses!

Education Track: Securing the Gift

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Applied

Juan McGruder, PhD

Juan was named Director of Development of Georgia Tech Ivan Allen College of Liberal Arts in October 2010. He is the former Associate Vice President for Institutional Advancement at Morehouse School of Medicine in Atlanta, GA. Juan was Director of Development and Assistant Professor of Education at Clark Atlanta University. During his tenure at Clark Atlanta, he served as Special Assistant to the President and Director of Alumni Relations. Prior, he served as Assistant Director of the Consortium for the Advancement of Private Higher Education at the Council of Independent Colleges in Washington, DC. Juan completed a doctorate of philosophy degree (Ph.D.) in education and human development (higher education) at Vanderbilt University in 1999, where his research areas included historically black colleges and universities, institutional collaborations, and institutional advancement. McGruder earned a master’s degree in education at Harvard University in administration, planning, and social policy. He also holds a master’s in counseling and human development from Clark Atlanta, an Education Specialist degree in Student Affairs from Western Kentucky University, and a Certificate in Romanesque and Gothic Architecture in Britain and Europe from University of Cambridge, England. His baccalaureate degree is in political science and pre-law from Clark College.

Session

Being A Black Male In Fundraising-The Conversation Continues
I’d rather not work with “that” person. I don’t have a problem with him, but… These are things that have been said about Black Men in Fundraising. This will be a safe space to talk about real situations and the outcomes. This session is open to everyone that has experienced racism as well as anyone willing and wanting to learn how to be more aware of those situations. Come with an open mind and be ready to listen and share!

Education Track: Relationship Building

Audience: Applied

Taylor McMillan

National MS Society - VP, Individual and Foundation Giving

Taylor McMillan is the VP, Individual Giving & Foundation Relations for the National MS Society. She is a member of the Leadership team that oversees $180M annually and her team of 25 raises more than $50M through midlevel, major, planned, and foundation giving. Prior to this role, Taylor lead all fundraising efforts for the Society's South Central region. She is a mom of two boys, an active mentor of fellow fundraisers, and a travel lover.

Session

Digging for Gems: Using Portfolio Reviews and Donor Research to Get to the “YES!”
“Analysis Paralysis” can strike even the most seasoned fundraiser. Learn ways to use research to help manage portfolios to spend more time out of spreadsheets and still have a life outside of work! This interactive session will help you make informed decisions while finding new efficiencies to raise more money.

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.

Session

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: Leadership and Management

Audience: Introductory/Foundational

What Funders Want (Presented by Bonterra)
Bonterra surveyed hundreds of funders across the country to find out what they look for from nonprofits when making grant decisions. We’ll discuss key takeaways from this fundraising and grant data with a funder and a nonprofit, and we’ll focus on how nonprofits can put themselves in the best position to win grants.

Education Track: Current and Prospective Donor Research

Audience: Applied

Adam Miller

Building Pipeline Through Engagement
This panel discussion features experts in clinician engagement who will describe how they started from scratch, selected clinician champions and equipped them for success. Presenters will also describe how their strategic approach to events and major gifts has helped to propel their success.

Education Track: Relationship Building

Audience: Applied

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: Leadership and Management

Audience: Applied

Monique Moore Pryor, Esq., JD

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.

Session

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: Leadership and Management

Audience: Strategic

Rachel Muir

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.

Session

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: Leadership and Management

Audience: Applied

GlobetrottingFundraiser - International Legacy Consultant

Ligia is an international legacy expert, consultant and speaker with over 20 years of experience in the nonprofit sector. She is also pursuing a PhD at the University of Kent, researching national legacy marketing campaigns in the UK, Canada and Australia. She strives to share her passion for legacies with new and seasoned fundraising professionals.

Session

Integrating Online Wills in your Legacy Offer (Learning Lab)
Donors are tech savvier than you might think and not all want paper. In this power session, learn a few do’s and don’ts to make your online will writing offer succeed.

Ligia Peña, CFRE, AFP Master Trainer, PhD candidate

GlobetrottingFundraiser - International Legacy Consultant

Ligia Peña, CFRE is an international legacy consultant at GlobetrottingFundraiser focusing on developing gifts in wills strategy and marketing. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think differently about legacies by daring to be creative and innovative.

Session

Creating Engaging Donor Journeys that Lead to Legacies
Come reinvent your donor journeys, from the first gift, that result in deeper and stronger engagement levels through the years and that transform into impactful legacy conversations and pledges. Then we’ll delight donors by creating inspirational legacy marketing that applies recent research to delight donors

Education Track: Pre-Conference Workshop (Select this track If you chose “Pre-Conference Workshop" category)

Audience: Applied

Breaking the Generational Divide - A Key to Legacy Success
The session breaks down the differences and similarities between generations from a socioeconomic, political, and cultural perspective; what makes every generation special and how to start a legacy conversation. The goal is to look beyond today and start planning for the future by engaging with the legacy donors of tomorrow.

Education Track: Relationship Building

Audience: Strategic

Kimberly Perron, MBA

Kimberly is a Customer Success Instructor providing training and course development for DonorView software. She has over 15 years of experience working in administration and fundraising for a variety of non-profits supporting environmental, arts, and social service causes.

Session

Easy to Love: Making it Simple for Your Donors to Give (Learning Lab)
Are you making it easy for your donor to give their support? In this lesson we’ll look at the options available for your donor to make single and recurring contributions, updating your payment choices to include things like Apple Pay, Venmo, PayPal, Google Pay, ACH, credit card swipers, and Text 2 Give. We’ll also show you how to get to know your donors better with tools like surveys, customizable online donation forms, and a donor portal.

Making the Most of Your CRM for Moves Management (Learning Lab)
Learn how to utilize the features in your CRM software and apply them to your major gifts fundraising strategy. Your CRM will need tools to support identifying the best prospects, performing the research to qualify them, tracking your cultivation strategies, soliciting the donation, then stewarding the gift to ensure your donor feels appreciated and knows the gift supports their personal mission.

The 360 Degree DonorView (Learning Lab)
Are you able to see all your donor’s giving, engagement, and interaction patterns? Do you have a plan for tracking, reporting, and analyzing the data you collect? In this lesson we’ll examine the elements you need to create a complete picture of your donors and what you can do with the data to improve your fundraising. We’ll show you how a CRM software like DonorView can help you achieve your goals and improve your donor’s experience as well.

Donor Engagement: A Donor-Centric Approach to Fundraising (Learning Lab)
Is it time for a new fundraising strategy for your organization? In this lesson we’ll breakdown a unique approach to develop your relationships with your donors by using data from your CRM to make informed strategic plans. The Donor Engagement Cycle concept puts your donor at the center of your fundraising strategy.

Leya Petrovani Miller, BA

Aperio Philanthropy - Senior Director, Client Services

Leya Petrovani Miller is a career fundraiser experienced in building new revenue strategies, talent development, capacity-building, and community-centric fundraising. At Aperio, Leya partners with nonprofits on strategic growth initiatives, including building major gifts programs and advancing growth and capital campaigns. Prior to joining Aperio, Leya led middle- and major- giving efforts at The Bowery Mission as a Senior Development Officer. Previously, she served as a fundraiser for The Ethical Culture Fieldston School and Wheaton College.

Session

Making the Ask Authentically
Knowing how to make an ask is a fundamental tool that many fundraisers lack confidence and experience in, leaving us distracted by gimmicks, events and 'yet another' campaign. In this session you will get practical tips for an ask, and practice your ask, while eliminating fears along the way.

Education Track: Relationship Building

Audience: Introductory/Foundational

Amberlie Phillips, MPA

Pathway Associates - Managing Partner

Amberlie Phillips, MPA, is a managing partner at Pathway Associates. She has over twenty years of nonprofit experience and is an expert in large scale fundraising programs and major gifts program implementation. She successfully led the development programs at both YWCA Utah and the Utah Food Bank to record-breaking fundraising success and raised major gifts for San Diego State University. She brings a practical, results-oriented approach to her work with staff and boards.

Session

Mystery, Tragedy, Fantasy, Adventure. . . Are You Telling Your Board the Right Fundraising Story?
Is your fundraising story one of adventure or does it read like ancient history? The fundraising “stories” we tell our board members can be outdated, confusing, or even fantastical. In this session, you will identify your current fundraising story and explore how to change it for maximum impact.

Education Track: Volunteer Involvement

Audience: Applied

Jeni Piepgrass, CFRE

Glenbow Museum - VP, Advancement

Education Track: Leadership and Management

Audience: Strategic

Anthony Pomonis, CFRE

Cognitive Empowerment Consulting Group, LLC - Co-founder

Anthony Pomonis, CFRE has spent two-plus decades helping individuals unlock meaningful experiences in their lives. He served as a major gift officer for the University of Illinois and thereafter at the University of Illinois Foundation. Anthony graduated with his B.A. from the University of Illinois at Urbana-Champaign in 2002 and spent fifteen years opening five regional restaurants. He is the co-founder of the Cognitive Empowerment Consulting Group, LLC.

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Kirsten Primozic

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.

Session

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: Leadership and Management

Audience: Applied

L. Ron Pringle

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.

Session

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: Leadership and Management

Audience: Strategic

Gerianne Puskas, CFRE, MBA, AFP Master Trainer, CNPM

Lollypop Farm - Vice President of Development and Communication

Gerianne Puskas is the VP of Development and Communications for Lollypop Farm near Rochester, NY. She has over 25 years of experience in fundraising, non-profit management, strategy design and implementation. She has served in various positions with local and national nonprofit agencies where she focused on diversifying fundraising portfolios; building and developing new teams; marketing; and managing regional and national accounts. She is a CFRE, AFP Master Trainer, and an Award-Winning Marketing Expert.

Session

How to Create an Integrated and Inclusive Development and Communications Plan
Relationships are at the core of fundraising and effective communications strengthen relationships. It's crucial to integrate your development and communications initiatives in strategic and inclusive ways. This session will help attendees walk away with an effective plan that can help strengthen engagement, raise revenue, increase productivity, and advance equity.

Education Track: Relationship Building

Audience: Strategic

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Anamaria Repetti

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.

Session

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: Leadership and Management

Audience: Applied

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: Leadership and Management

Audience: Strategic

Cameron Ripley

Community Boost Consulting - CEO

Cameron Ripley (he/him) is the CEO of Community Boost, a digital marketing agency that specifically helps nonprofits accelerate and scale revenue and impact. Since founding Community Boost in 2012, CBC has directly served over 1,000 nonprofits and helped raise over $100MM. Cameron is also the founder of the Nonprofit Marketing Summit, the world’s largest virtual nonprofit conference that regularly convenes over 25,000 nonprofit professionals.

Session

The Future Is Digital: Learnings From The 2023 Nonprofit Acceleration Report (Sponsored by Bonterra)
Tech adoption is moving forward with lightning speed. But, what digital strategies are driving the most growth and highest ROI? Join Cameron Ripley, CEO of Community Boost, as he uncovers the latest digital marketing trends that raised over $40M in online revenue for over 400 nonprofits in 2022.

Education Track: Securing the Gift

Audience: Applied

David Robinson-Morris, PhD

The REImaginelution, LLC

Dr. David Robinson-Morris is an author, philosopher, social justice and human rights advocate-activist, educator, philanthropist, community organizer, DEI practitioner, and administrator. Dr. Robinson-Morris is the Founder & Chief Reimaginelutionary at The REImaginelution, LLC, a strategic consulting firm working at the intersections of imagination, policy, practice, and prophetic hope to radically reimagine diversity, equity, and inclusion (DEI) toward racial justice and systemic transformation by engendering freedom of the human spirit; and catalyzing the power of the

Session

Philanthropic Justice: Loving Humanity in Its Fullness
In its purest form, “philanthropy” means love of humanity. “Philos” means love; “Anthropos” means mankind or humanity. Love, bell hooks reminds us, is a combination of care, commitment, knowledge, responsibility, respect, trust, justice, and equity. Do your philanthropic efforts demonstrate your organization's love for ALL of humanity? What might it mean to practice philanthropic justice in the face of egregious and blatant injustice? This session brings together a panel of experts and philanthropic practitioners working in the deep South to advance equity, and justice, and uplift the human spirit through our collective work—a deep and abiding love for all humanity. We will discuss philanthropy's role in catalyzing and fueling social justice movements, and the principles of philanthropic justice and answer your questions regarding how you and your organizations can begin to engage in the transformative work of doing philanthropic justice.

Education Track: Relationship Building

Audience: Introductory/Foundational

Mia Rodrigues

Salesforce.org - Sr. Product Marketing Manager

Mia Rodrigues is a marketing professional at Salesforce where she works on Fundraising solutions for Nonprofits. Previously, she worked for the World Bank and ran her own education non-profit. Mia studied economics at Columbia University and got her MBA from the Wharton School. She lives in the Bay Area, California with her family and enjoys pop culture news and a good cup of tea.

Session

Donor Pet Peeves and How to Address Them (Presented by Salesforce)
In this interactive and fun session, we will discuss common fundraiser and donor pet peeves and how we can address them. Share and learn how we can delight donors by avoiding some of their common frustrations

Education Track: Securing the Gift

Audience: Strategic

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.

Session

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: Leadership and Management

Audience: Applied

Ann Rosenfield, CFRE, MBA, AFP Master Trainer

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Bernard Ross, MA

=mc consulting - Director

An internationally regarded expert on strategy and behavioral science, he’s written, 8 award winning books on fundraising. Breakthrough Thinking won best non-profit book in the USA. He’s advised many of the world’s leading INGOs: UNICEF, UNHCR, IFRC, ICRC and MSF. He’s raised money for Europe’s largest scientific experiment, for the biggest refugee camp, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.

Session

The Decision Science Laboratory- applying science to solicitation
This interactive class will offer you science-based insights to transform relationships with supporters- leading to higher gifts. You’ll learn how to use techniques from decision science, combining behavioural economics, evolutionary psychology and neuroscience. These insights are making a massive impact on fundraising worldwide. More? www.decisionscience.org.uk

Education Track: Pre-Conference Workshop (Select this track If you chose “Pre-Conference Workshop" category)

Audience: Applied

Making the Ask- using (neuro)science in your solicitation
This interactive action learning session offers you 20 radical and flexible tools to solicit your next major gift in person, by phone and even by email. Leave old school moves management techniques behind and learn to use the latest thinking in neuroscience and behavioural science in fundraising.

Education Track: Securing the Gift

Audience: Applied

Elizabeth Ruikka

Classy - Senior Director, Demand Generation

Elizabeth is a strategic marketing leader with a decade of expertise across digital and owned marketing channels. Passionate about staying up to date with the ever-changing digital landscape, Elizabeth enjoys advising nonprofits on how to maximize the impact of their online fundraising strategy. During her tenure at Classy, she has developed strong understanding of the unique challenges nonprofits face and is invested in their success.

Session

How to Maximize Donor Potential (Learning Lab )
Discover how to maximize the lifetime value of your supporters through various campaign types. Learn about the essential elements of an effective stewardship strategy and how an all-in-one fundraising solution can unlock valuable donor insights. Gain practical knowledge on engagement strategies such as nurturing first-time supporters into repeat donors and engaging your recurring supporters at your next fundraising event. Our expert team will also discuss how to identify and cultivate your next generation of peer-to-peer fundraising leaders. Don't miss this opportunity to gain strategic insights and tools to increase the lifetime impact of your supporters.

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Applied

Jeannie Sager, MA

Women's Philanthropy Institute - Director

Jeannie Sager is Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. WPI believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership and generosity from women and men. WPI focuses on conducting, curating and disseminating rigorous research that grows women’s philanthropy. Jeannie is a seasoned nonprofit executive with over 25 years of experience in health care, higher education, and independent school leadership.

Session

Inclusive Philanthropy: Who Gives, How, and With What Impact
New research from the Lilly Family School of Philanthropy demonstrates that giving by donors of color and women is shifting the philanthropic landscape, highlighting the importance of developing a more inclusive set of philanthropic practices. This session guides participants through the research and how it can increase giving by all.

Education Track: Relationship Building

Audience: Introductory/Foundational

Salvatore Salpietro

Fundraise Up - Chief Partnerships Officer

Salvatore Salpietro is Chief Partnerships Officer of Fundraise Up, a technology company unlocking the world’s generosity potential by optimizing how people give. He leads nonprofits from understanding the platform through to installation and integration planning. Previously, he served as digital director of the Child Mind Institute as well as a co-founder of the ISEBOX content platform. With a background in both technology and nonprofits, he understands the needs of both and bridges the gap.

Session

Insights From the 2023 Digital Outlook Report – (Presented by Fundraise Up)
The long-awaited “2023 Digital Outlook Report” is here, and it uncovers nonprofit trends in online fundraising and marketing. Join us in this session to get a first look at exclusive data from this year’s report to learn what key new trends organizations are grappling with and how organizations are taking limited budgets and human resources to be successful.

Don’t Let the Donor Die at the Destination (Presented by Fundraise Up)
Your nonprofit invests heavily in messaging, imagery, value proposition, paid search and social strategies - but the ROI on your efforts is half of what it could be if the destination, the donation experience, is not converting. We'll discuss working backward in the journey to ensure a higher impact from your teams' efforts.

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.

Session

Building Donor Loyalty: What Is New From Research
What factors actually drive donor loyalty and retention? Are the factors that drive how donors expect to behave, the same factors that drive how they actually behave? What are the implications for how we should be managing loyalty? This session will unveil our new longitudinal research on exactly these issues.

Education Track: Relationship Building

Audience: Strategic

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: Leadership and Management

Audience: Applied

Caitlin Scanlan

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.

Session

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: Leadership and Management

Audience: Strategic

Kirk Schmidt, B.Math

Alberta Cancer Foundation - Director Fundraising Optimization & Business Intelligence

Kirk is a master of metrics. Combining years of fundraising and consulting with a background in mathematics, he is constantly working on new and robust ways to measure fund development to create better results. Kirk has been a fundraiser, and has managed teams in fundraising systems, donations processing, direct response, mid-level giving, monthly giving, online and social giving, merchandising, analytics, research, and volunteers.

Session

Donor Acquisition vs Donor Retention: Where to focus your money
Some will tell you to focus on acquisition. Others will tell you to focus on retention. Both are important, but do you know when you should apply time and energy to each? We are going to deep dive into the age old argument and understand when to invest in each.

Education Track: Relationship Building

Audience: Applied

Alissa Schovanec

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: Ethics, Accountability and Professionalism

Audience: Applied

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: Leadership and Management

Audience: Applied

Jen Shang, PhD

Institute for Sustainable Philanthropy - Co-Director

Jen Shang is Co-Director and Professor of Philanthropic Psychology at the Institute for Sustainable Philanthropy. Jen's research has been featured by outlets such as the BBC and the Wall Street Journal. Her research has been funded by the Society of Judgment and Decision Making, the National Science Foundation, The Aspen Institute, the Corporation for Public Broadcasting, the Association of Fundraising Professionals, and the Hewlett Foundation.

Session

Are They Feeling The Love? Using Love Language to Build Donor Identity and Wellbeing
No two organization’s donors love in the same way. Talking in donors’ love language can sustainably double giving, enhance their well-being, and draw donors closer to the community they are about. Too good to be true? Philanthropic psychology is the science designed to achieve these goals. Come and see!

Education Track: Current and Prospective Donor Research

Audience: Applied

Geoff Sharbrough

Omatic Software - Senior Enablement Engineer

Geoff has worked in the non-profit software industry for over 15 years with both fundraising and financial applications. Currently he is a Senior Sales Enablement Engineer and helps clients with systems integration(s) across several CRM systems and satellite applications. He is a member of the Charleston Chapter of the Surfrider Foundation.

Session

Experience bi-directional data integration between Salesforce Marketing Cloud and your CRM using Omatic (Learning Lab)
Learn how Salesforce and Omatic allow routine synchronization with your existing CRM and Salesforce Marketing Cloud. Nonprofits are using this technology to drive digital transformation which keeps all key data in both systems current and clean.

Regina Sharma, MA

Detroit Justice Center - Development Director

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

Session

Transitioning Crisis Donors to Mission Donors
During the peak of the racial uprising in 2020, the Detroit Justice Center went from an organization with 300 donors to nearly 20,000 overnight. Donors from across the world were responding to the racial justice crisis. But, what would shift them to long-term investment in a movement?

Debbie Sokolov is a development professional with more than 20 years experience. She joined The James Museum of Western & Wildlife Art in 2020 as its first development professional. Professional accomplishments include a 60% increase in major giving, a successful $4.5 million capital campaign, several transformational gifts, and obtaining over $30 million in endowments. Debbie was featured in Tampa Bay Times about a local man who left $64 million to local charities in his will.

Session

Don't Judge a Book by Its Cover: Unlock the Value of Every Donor
Getting to know donors as people who have unique lived experiences, values, and intentions, leads to transformational gifts. Using the story of a donor who went from a $5,000 gift to a $9.5 million bequest, learn how to listen for the clues that lead to the next ask.

Education Track: Relationship Building

Audience: Introductory/Foundational

Livia Souza

Livia Souza is a member of UCLA’s Office of Gift Planning. In this role, she develops and executes long and short-term strategies to secure both planned and major gifts from individuals in support of UCLA’s mission and strategic plan. She is an expert resource to unit-based colleagues across the University in planned giving arrangements, technical information, and gift planning strategies. Her work provides meaningful opportunities for UCLA donors to integrate their personal, financial, and estate-planning.

Session

Pathway to Philanthropist: How FIU is Redefining Charitable Giving
FIU’s Pathway to Philanthropist program (P2P) progressive gift tactics empower mid-level capacity donors to advance an institution today and in the future. P2P’s financially inclusive approach leverages their capacity, passion and enthusiasm into more impactful gifts focusing on endowment funding, alumni participation, donor retention, engagement, and irrevocable planned gift pipelines.

Education Track: Securing the Gift

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Strategic

Kenneth St. Charles, MBA, PhD

Dr. Kenneth St. Charles currently serves as the Vice President for Philanthropy of the Greater New Orleans Foundation. An accomplished fundraiser primarily in the nonprofit, higher education, and secondary education arenas, he has personally raised more than $160 million over his 30-year fundraising career. He most recently served as President/CEO of St. Augustine High School in New Orleans from 2016 – 2021.

Session

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: Leadership and Management

Audience: Introductory/Foundational

Joseph Stabb, PhD, APR, TE, ACUE

University of Tennessee, Knoxville - Assistant Professor of Practice

Joe Stabb has utilized resources to meet and exceed revenue goals with experience in marketing communications, public relations, fundraising, and nonprofit management and leadership. Joe graduated from Utica University with a B.S. in Public Relations, a M.S. from Keuka College in Management, and has a Ph.D. in Leadership and Policy from Niagara University. Stabb holds an advanced certificate, international trade and commerce (TE), accreditation, public relations (APR), and an advanced certificate, effective college teaching (ACUE).

Session

Visualizing Data for Prospect Identification and Donor Metrics
Data analytics is a buzz phrase that everyone is using. Visualization and dashboards go beyond the use of Microsoft Excel. Microsoft Power BI and Tableau are platforms that can increase visibility and value for your fundraising team.

Education Track: Current and Prospective Donor Research

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Applied

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: Leadership and Management

Audience: Applied

Lisa Stapleton, MBA

Markers of Philanthropy & Leveraging AI to Find Your Best Prospects (Learning Lab)
Traditional methods of connecting with your prospects have gotten us this far. But how can we do better and be more effective? What practices should we keep moving forward, and what practices should we add to our processes? In this session, attendees will walk away understanding the 6 key markers of philanthropy and how Artificial Intelligence can assist with your organization’s prospecting needs. AI models are now readily available to identify those who are most likely to make a gift based on similarities to other donors. Learn the differences between AI modeling and the more traditional predictive models.

Lisa Temoshok

Lisa Temoshok, LMHC - Psychotherapist

Lisa has 20 years of experience working collaboratively with clients of diverse ages and cultures as a yoga and meditation instructor and psychotherapist. She specializes in PTSD and healing the traumas and losses that impact all of us through Mindfulness-based somatic therapy (MB-CBT), Eye Movement Desensitization and Reprocessing (EMDR) and Internal Family Systems (IFS). Lisa enjoys bringing these evidence-based skills to professional groups to promote creativity,ease and joy.

Session

Trauma-Informed Fundraising - Understanding Your Role and the Donors
Nonprofit organizations utilize trauma-informed care to promote hope, healing, and resilience to individuals, families, groups, and communities. Understanding the science of trauma-informed care, adverse childhood experiences, resilience, and DEI (diversity, equity, and inclusion) and adopting a practical trauma-informed approach to fundraising leads to meaningful conversations that foster collaboration.

Education Track: Relationship Building

Audience: Introductory/Foundational

Casey Therrien, MSc

Triangle Land Conservancy - Associate Director of Philanthropy

Throughout her decade plus of fundraising, Casey Therrien (She/Her), has worn many hats from prospecting, to database management, to managing the annual fund, writing grants, and managing budgets. Casey currently serves as the chair of the Scholarships Committee and as the Treasurer for AFP Triangle and with the AFP Global Diversity Scholarships Task Force because she believes inclusion, diversity, equity, and access are essential to effective fundraising.

Session

Becoming an antiracist learning community
Recognized as an IDEA Champion by AFP Global in 2020 and 2021, AFP Triangle began focusing on finding innovative ways to work with other chapters, organizations, and thought leaders to continue to advance our own learning and understanding to become an antiracist learning community.

Education Track: Volunteer Involvement

Audience: Introductory/Foundational

Devi Thomas

Achieva - Vice President of Advancement

Dave Tinker is Vice President of Advancement at Achieva and is a consultant with Goalbusters. Dave has worked in education, health, and disability nonprofits throughout the Midwest and Mid-Atlantic regions He was named to the first class of Distinguished Fellows of AFP (FAFP). He is an AFP master trainer and CFRE. In 2013 Dave was honored as AFP Western Pennsylvania Chapter’s Outstanding Fundraising Executive and currently serves on several AFP International committees.

Session

Updating Your Gift Acceptance Policy for Our Increasingly Digital World (Learning Lab)
Gift Acceptance Policies are a must-have for every organization. But you haven't updated yours since you last looked at your Rolodex? We gotchu. Learn about digital-specific fundraising topics that you want to ensure you are addressing in your Policy.

Future of Fundraising Now - Fundraising Internationally (CANCELLED)
Learning from two engaging speakers who have raised money from international donors, review how fundraising and philanthropy varies in different regions of the globe and why you should be looking for donors internationally. Come away with new knowledge about potential new donors you can put into action immediately.

Education Track: Relationship Building

Audience: Introductory/Foundational

Erik Tomalis, CFRM

Virtuous - Chief Evangelist & Director of Business Development

Erik Tomalis is a proven fundraising professional that is forward thinking, people driven, but most of all results oriented. With over 20 years of professional fundraising experience, Erik made over 4,000 face-to-face donor solicitations where he has raised millions of dollars for many non-profit organizations. Through all of this, Erik understands how nonprofits can grow global generosity through Responsive Fundraising. He resides in Pittsburgh with his wife, Kate and their shetland sheepdogs (Winnie & Willett).

Session

Understanding Today’s Donor: How to Design Systems That Build Lasting Relationships With All Your Supporters (Learning Lab)
Today's donor is distracted. Hyper-connectivity, micro-consumption, fractured attention, and fierce competition are namesakes in our connected economy. This is now compounded due to the upheaval the 2020 global health and economic crisis sparked with no clear end in sight. Amidst uncertainty and shifting donor expectations, how can you ensure your organization is prepared for these changes, and able to scale deeper, more personalized donor experiences?

Devon Turner, MA

Greater New Orleans Foundation - Director of Nonprofit Leadership and Effectiveness

A native of Plaquemines Parish in southeastern Louisiana, Devon R. Turner joined the Greater New Orleans Foundation as Director of Nonprofit Leadership and Effectiveness in July 2022. As Director, Devon manages a spectrum of nonprofit capacity-building programs, leadership and skill development offerings, and special projects at the Foundation. Through thought partnership and program designs informed by a commitment to justice, equity, diversity, and inclusion, she responds to the unique challenges and opportunities nonprofits in the

Session

Fundraising Possibilities the Pandemic Taught Us
In 2021, the Greater New Orleans Foundation, with the University of New Orleans Department of Political Science, released The State of Nonprofits in Southeast Louisiana 2021 - Adaptability And Racial Equity in Year One of the COVID-19 Pandemic. Report findings demonstrated a regional gap in nonprofit racial leadership and identified a variety of challenges nonprofit leaders of color encountered as fundraisers for their organizations. The Foundation committed to closing that gap through grantmaking, focused programming, and strategic collaborations. During the same period, the AFP Greater New Orleans Chapter continued their efforts to center inclusion, diversity, equity, and access (IDEA) by hosting several equity-focused programs. Though the Chapter experienced significant financial loss, they committed to offer free programming during the pandemic. As nonprofits in southeastern Louisiana grappled with the long-term impact of the pandemic on fundraising possibilities, the two organizations created a unique partnership to advance IDEA in the fundraising, nonprofit, and philanthropic sectors.

Education Track: Relationship Building

Audience: Strategic

Melissa Tyler

A lifelong New Orleans resident, Melissa Tyler is proud to be a New Orleanian and feels responsible for contributing to positive change in her city. The oldest of four girls and mother of one, she is a natural leader. She has lent her talents to some of the city’s oldest and most recognizable charities: the New Orleans Museum of Art, the American Red Cross and Touro Infirmary and was the inaugural Development Director for the

Session

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: Leadership and Management

Audience: Introductory/Foundational

Roselle Ungar, CFRE

Jewish Family Service of Greater New Orleans - Executive Director

Roselle M. Ungar, CFRE is the Executive Director of Jewish Family Service of Greater New Orleans (JFS). Before joining JFS, Roselle served as the Director of Community and Philanthropic Affairs for Crescent Bank. She managed existing and new initiatives. Roselle also owns Strategic Nonprofit Consulting. Roselle, a past president of the New Orleans Chapter, is a graduate of AFP’s Faculty Training Academy and recipient of the New Orleans Chapter of AFP Outstanding Fundraising Professional Award.

Session

Managing Up: Turning Your CEO into a Fundraising Rock Star
Empower your apprehensive CEO to become comfortable fundraising. While raising philanthropic dollars is the ultimate goal, in the end we all know it's about relationships. Learn how to coach your CEO to turn these relationships into increased funds. It is easier than you think!

Education Track: Relationship Building

Audience: Applied

Julie Upham, CFRE

Conservation International - Vice President, Individual Giving

Julie Naranjo Upham is the VP, Individual Giving at Conservation International. She oversees more than $60M in revenue through the annual, major, and principal giving teams. She has lead CI's Special Events program and their global Business Councils. In addition to her CI experience, she lead the National MS Society's Major and Planned giving teams and has an MPA in Nonprofit Management. She is a mom of three, AFP-DC Board member, and an avid triathlete.

Session

Digging for Gems: Using Portfolio Reviews and Donor Research to Get to the “YES!”
“Analysis Paralysis” can strike even the most seasoned fundraiser. Learn ways to use research to help manage portfolios to spend more time out of spreadsheets and still have a life outside of work! This interactive session will help you make informed decisions while finding new efficiencies to raise more money.

Education Track: Current and Prospective Donor Research

Audience: Applied

Laissez les bons temps rouler! Building Your Organization’s “Dream Team” to Secure that Big Gift
Large shop? Small shop? Learn ways to better engage program teammates, volunteer leaders, and your executives to help secure truly transformational gifts and have fun along the way. This interactive session will help you deepen donor engagement and find new ways to grow revenue while building trust on your team.

Education Track: Securing the Gift

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Strategic

Katrina VanHuss

Turnkey - CEO & Founder

Since 1989, Katrina has led Turnkey as CEO, serving the likes of the American Cancer Society, Leukemia & Lymphoma Society, and the Alzheimer’s Association. With her husband, Otis Fulton, she presents at national conferences for the likes of Blackbaud, Peer-to-Peer Professional Forum, and Nonprofit Power, and at clients’ national meetings. Katrina contributes to NonProfit PRO on the “Peeling the Onion” blog. With Otis, she authored the 2017 book?Dollar Dash – the Behavioral Economics of Peer-to-Peer Fundraising.

Session

The Unexpected Failure of Traditional Recognition in Social Media Fundraising – Why It Won’t Work
Part of your new job (even if in an old seat) is understanding how old tools work in newly important virtual environments. Otis Fulton and Katrina VanHuss help you understand why your investment in recognition in the virtual environment may be useless.

Education Track: Securing the Gift

Audience: Strategic

Kelly Velasquez-Hague

OneCause - VP Marketing

Kelly Velasquez-Hague has more than 20 years of fundraising, nonprofit management, and marketing experience. Prior to starting her career in fundraising technology, Kelly worked in the nonprofit sector as a Development Director and Event Coordinator. Kelly is passionate about empowering great missions and helping nonprofits reach new donors and raise more funds for their cause.

Session

Meet Today’s Donors: How Self-Curated Giving Experiences Are Transforming Fundraising
The pandemic created a 24/7 on-demand, when “I want it” world. New research shows “frictionless” philanthropy matters to donors. Let’s explore how to make “ease and choice” central to giving; why it matters, what motivates donors, and their expectations. We’ll share case studies that transformed fundraising ease, self-curation, and personalization.

Education Track: Securing the Gift

Audience: Applied

Rich Waldmann

Session

Deliberate Design for Successful Board Governance & Composition: A Case Study
Significant challenges continue to distract Boards. Board Chairs and CEOs cite problems in achieving diversity, recruiting candidates, improving fundraising, understating responsibilities and thinking strategically. This session is a case study of how one organization assessed its Board challenges and developed strategies to strengthen and diversify the Board within two years.

Education Track: Volunteer Involvement

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Strategic

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: Leadership and Management

Audience: Strategic

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.

Session

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: Leadership and Management

Audience: Introductory/Foundational

Tammy Zonker, AFP Master Trainer, CFRM

Fundraising Transformed - Fundraising Strategist, AFP Master Trainer & Keynote Speaker

Tammy is a fundraising strategist, AFP Master Trainer, and an inspiring international speaker. In the past 20 years, she has coached, trained, and led nonprofit teams to raise more than a half-billion dollars including a single gift of $27.1M. Tammy is certified in Philanthropic Psychology through the Institute for Sustainable Philanthropy, and Fundraising Management through the Lilly Family School of Philanthropy at Indiana University.

Session

Are You a Buffalo or a Cow? Lessons in Turning Adversity into Trust
Cows and buffalo have different approaches to surviving storms. It’s a great metaphor for fundraising professionals. It’s how we respond to the storm that makes all the difference with our donors, board members, and your team.

Education Track: Relationship Building

Audience: Applied

Armando Zumaya, 36 years

Somos El Poder - Founder

Armando Enrique Zumaya A Chief Development Officer, Director of Major Gifts, Annual Fund Officer throughout his career. He is noted as an expert on Major GIfts Prospecting, Latinx Philanthropy and Fundraising, Cold Calling for Development Officer and Diversity in the Nonprofit world. He speaks and is published internationally. He is the founder of Somos El Poder. the first Latinx fundraising institute in the US

Session

An Introduction to Latinx Fundraising
The Latinx population at almost 20% of the population is largely unengaged in giving, fundraising and nonprofits. How do we reverse this historic and chronic trend at your organization? Stop walking past great donor and learn to engage them.

Education Track: Relationship Building

Audience: Strategic