Pre-Conference Workshops

Register For a Pre-conference Workshop in the AFP ICON 2020 Registration Portal.

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AFP Fundamentals of Fundraising

Friday, March 27 & Saturday, March 28 - 8:00 AM – 5:30 PM

Do you need to build understanding of all the core areas of fundraising? Deepen your knowledge with this comprehensive introduction to fundraising knowledge domains including relationship building, securing the gift, volunteer involvement, and ethics and accountability.

Presented By: Presented By: Ken Miller, CFRE, Denali Fundraising Consultants, Anchorage, AK; Barbara O’Reilly, CFRE, Windmill Hill Consulting, Herndon, VA; Cherian Koshy, CFRE, Des Moines Performing Arts, Des Moines, IA; Becky More, CFRE, Wells Fargo, Anchorage, AK; Dr. Sandra Ehrlich-Mathiesen, Ph.D., CFRE, University of Alaska Anchorage

AFP CFRE Refresher

Friday, March 27 & Saturday, March 28 - 8:00 AM – 5:30 PM

Refresh your foundation of fundraising knowledge and expose knowledge gaps as you prepare for the CFRE exam.

Presented By: T. Clay Buck, CFRE, Tactical Fundraising Solutions, Las Vegas, NV; Samantha Laprade, CFRE, Gryphon Fundraising, Ottawa, ON Canada

Building Robust Philanthropic Partnerships with Clinicians

Saturday, March 28 - 8:00 AM – 5:30 PM

This highly interactive workshop prepares medical development professionals to optimize engagement of physicians and other health professionals as development partners. Emphasis is on concepts, processes, and skills for building strong working relationships with health professionals that lead to increased philanthropic contributions. Participants also explore high-level, strategic concepts for building a robust referral-based medical philanthropy system (or grateful patient and family system).

Presented By: Ben Golding, President and Chief Executive Office, Advancement Resources

Photo of Ben Golding

Ben consults with many of the nation’s leading healthcare organizations, academic institutions, and nonprofit organizations on donor-centric development practices that drive transformational philanthropy. He passionately elevates organizations’ mindsets toward philanthropy utilizing his experience and the extensive research that Advancement Resources conducts. Among his key partners are Make-A-Wish America, United Way Worldwide, Oregon State University, MedStar Health,Intermountain Healthcare, DePaul University, University of Cambridge, Utah Valley University,Addenbrooke’s Charitable Trust, and The University of British Columbia.
Ben enjoys sharing his insights with his peers and has been honored to introduce Advancement Resources’ breakthrough concepts at a number of conferences and events for national associations and healthcare systems, including NHS Charities Together,Association for Healthcare Philanthropy, Association of Fundraising Professionals, Council for Advancement and Support of Education, Minnesota Planned Giving Council, and Northwest Development Officers Association.
Outside of work, Ben is actively involved in his community, serving the United Way of East Central Iowa and Boy Scouts of America. Ben enjoys spending time outdoors, sailing, skiing, and relaxing with his wife, Julie,and their three kids.

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Empowering the ‘Accidental Leader’: Transitioning from Individual Contributor to New Leader

Saturday, March 28 - 8:00 AM – 5:30 PM

Organizations everywhere are filling critical management roles with skilled individual contributors who though they may possess specific knowledge and even expertise in their respective areas, often lack the skills necessary to lead. These “accidental leaders”, regardless of age, seniority, or position, are being thrust into leadership positions without adequate preparation. This session will look leadership development competencies these new managers/leaders need to develop (e.g., self-awareness (especially emotional intelligence), political savvy, communication skills, learning agility, and ability to influence others – especially those with whom they have no authority) as well as the requisite mindshifts needed as they navigate the road to success.

Presented By: Karen M. Dyer, On Point Leadership, Greensboro, NC

From Average to Awesome: Shaping and Sustaining a High Functioning Team (title change from Culture of Philanthropy)

Friday, March 27 – 8:00 AM – 5:30 PM

What is holding you back? You, your ED/CEO, Board Chair and Development Committee Chair have the courage, commitment and passion, to succeed … but need a plan and a road map to engage the full staff and board. This session will explore the Twelve BoardSource Principles of Effective Governance and the Leadership as Governance model. Participants will learn how to use these frameworks to examine their current board and staff structure in the light of organizational needs and life stage. You will assess and develop a three-year action plan which builds on the skills, abilities and attributes of each team member to transform your organization into a high performing team. Participants will participate in and learn to use several structured exercises to implement with their board-staff leadership teams to train participants and develop maximum skill and confidence.

Presented By: Robbe Healey, MBA, NHA, ACFRE, Aurora Philanthropic Consulting, West Chester, PA

The Neuroscience Laboratory

Friday, March 27 – 8:00 AM – 5:30 PM

Your chance to become a decision scientist! This session will offer you:

  • insights into how decision science- combining behavioural economics, evolutionary psychology and neuroscience- is transforming the world of fundraising
  • case studies of how these techniques are being used extensively in commercial and NFP settings and the implications
  • practical frameworks and principles- from MINDSCAPE to Com-B- that you can apply to projects as a development director, consultant, or fundraiser
  • the chance to work in a team and create original experiments to test out some of the latest thinking in your own projects
Move on from ‘best practice’ to the next big thing in this intensive, participative session.

Presented By: Bernard Ross, MA, The Management Centre, Lewes, East Sussex, UK

Donor Retention: A Self Assessment Workshop

Saturday, March 28 – 8:00 AM – 5:30 PM

This workshop focuses on donor retention, with an emphasis on using data to build effective fundraising programs that attract and retain donors and maximize growth in giving.

Presented By: Lori Hunter Overmyer, MBA, CFRE, Goettler Associates, Inc. Columbus, OH; Erik J. Daubert, MBA, ACFRE, Nonprofit Management Consultant, Durham, NC

Planned Giving: The Next Generation

Saturday, March 28 – 8:00 AM – 5:30 PM

Gifts in Wills represent over 85% of all planned gifts. What are YOU doing to unlock this potential? Using case studies from around the globe and activities, this one-day masterclass will teach participants the fundamentals of a strong legacy program such as proper data mining & segmentation; impactful engagement through a legacy pipeline to get a pledge; developing personalized supporter journeys; effective marketing; and reporting to track success.

Presented By: Ligia Peña, CFRE, MInstF, Greenpeace International, Montreal, QC, Canada

10 Tools You Need to Lead a Successful Capital Campaign

Saturday, March 28 – 8:00 AM – 5:30 PM

If there is a capital campaign in your future, this session is for you! A capital campaign is likely the largest amount your organization has ever tried to raise… often even 10 times more than you currently raise. Don’t leave the success of your campaign up to chance. Join Amy Eisenstein to learn how to prepare for a campaign and create a campaign plan, as well as learn how to engage your leadership level donors to ensure your campaign is a success. You will leave the workshop with ten tools, including a campaign plan and step by step guide for your campaign.

Presented By: Amy Eisenstein, ACFRE, Amy Eisenstein, LLC, Westfield, NJ

MORE Major Gifts

Saturday, March 28 – 8:00 AM – 5:30 PM

Major gifts – those energizing, big boosts to your programs, people and facilities. Join Marcy Heim to dig deep into creating a donor relationship action plan - what you need in place for success, how you inspire your Board and others to WANT to help you build authentic connections,(not ask), what exactly to say to ask and how to you think about money and your work in a way that makes this a joy to do. Whatever size “major” is for you – let’s embrace the opportunity to raise more money, do more good and have fun doing it!

Presented By: Marcy Heim, CFRE, CSP, PLCC, The Artful Asker, Madison, WI

Writing a 21st Century Case for Support

Saturday, March 28 – 8:00 AM – 5:30 PM

Choosing the right words is key to receive approval for your grant request or a yes for any financial contribution. You case should clearly explain WHY, WHO, HOW and WHAT IT TAKES financially to do it. The 21st century case for support must look, sounds and feel different to cause action. Be prepared to receive coaching from Lori and your colleagues as you answer seven questions that must be answered in any case for support.

Presented By: Lori Jacobwith, Ignited Fundraising, Eden Prairie, MN

A Survival Guide of Small Shop Essentials

Saturday, March 28 – 8:00 AM – 5:30 PM

If you’re an executive director or development staffer in a small shop, there are a myriad of competencies you need to master for survival. This session, led by small shop veterans, will ensure you are introduced to the following essentials: non-profit financial management, human resources, a balanced development program; and managing the Board of Directors. This session will focus on practical knowledge and best practices, as well as provide a variety of samples, tools and resources that participants can put into action.

Presented By: Amy Wolfe, MPPA, CFRE, AgSafe, Modesto, CA; Natalie Gupton, MPA, CFRE, AgSafe, Louisville, KY

Ready! Set! Go! Plan Your Way To the Career You Want: A Masterclass for Emerging Professionals

Saturday, March 28 – 8:00 AM – 5:30 PM

You see a posting for what you think is your dream job. Your manager is leaving and you know you’re ready for the next step up. You know there is “more” out there for you but do you have the skills you need to be successful? Can you turbo charge your career in 1 day? Yes, You can! Your career path doesn’t have to be confusing, left to chance or “by accident”. Spend the day building your skills on how to be a high performing fundraiser, how to get ready for the management role and how to create lasting relationships among your peers. You’ll get Kishshana’s “how to” playbook of stepping into your fundraising role authentically and how to build relationships that convert to transformative giving.

Presented By: Kishshana Palmer, Kishshana & Co. CFRE, New York, NY

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