education sessions

More than 90 total educational sessions* are waiting for you in San Antonio. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP ICON 2019 has the latest and greatest information to unlock your fundraising potential.

*Sessions and speakers subject to change.
*Sessions times and dates to be announced.

“Hello Mr. Gates. Do You Know Anything About Computers?” Ethics and Practice of Personal Data in Prospect Research and Major Donor Fundraising – Learnings from the UK

Concerns on the appropriate use of personal data and expectations of privacy are growing. Yet, excellent fundraising – especially for major gifts – is based on research, preparation, and individual approaches. This session will use the UK’s recent experience of charity fines and new data protection laws to bridge this gap and outline an approach for ethical fundraising and personal data and provoke debate on what lessons can be learned for others.

Education Track

Ethics, Accountability and Professionalism (which includes: Accountability and Ethics, Advocacy and Public Policy, Accounting and Investment Principles, Transparency, and Continuing Professional Development Opportunities)

Speakers

Peter Lewis

Photo of Peter Lewis
Peter became CEO of the Institute of Fundraising in September 2011, and speaks around the world on fundraising and philanthropy. He has worked for homeless charity Crisis, been CEO of the London Cycling Campaign and London Voluntary Service Council and held a senior role for the London Mayor. He is a Board member of Mike’s Table, is the former Chair of Streetdoctors, and was a Board member of the London Marathon and London Youth Games.

Daniel Fluskey

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Amplifying Your Storytelling…Harnessing the Power of Media for Social Good

Emerging media trends create opportunities to combine storytelling with advocacy. Learn from panelists including from an online digital news publisher, and the president of a top 20 community foundation and the co-founder of a nonprofit media startup. How are they creating a voice for the nonprofit sector, and how can you deploy these ideas in your own community?

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Rebecca “Becca” Brune

Photo of Rebecca “Becca” Brune
Rebecca “Becca” Brune is the president and COO at the San Antonio Area Foundation, which has grown to be one of the top 20 community foundations in the nation based on asset size. Prior to joining the Area Foundation, Becca was senior vice president at Methodist Healthcare Ministries, vice president at Goodwill Industries, and director of family self-sufficiency at the United Way of San Antonio and Bexar County.

Robert Rivard

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Robert Rivard is a longtime, award-winning journalist and the founder, Publisher and Editor of the Rivard Report, a nonprofit local news and information site that informs and connects engaged citizens in San Antonio.

Mary Walter-Brown

Photo of Mary Walter-Brown
Mary launched the News Revenue Hub in 2016 to help news organizations achieve greater financial sustainability. Prior to founding the Hub, Mary was the Publisher/COO of Voice of San Diego. During her seven-year tenure, she spearheaded the creation of VOSD’s membership program and grew the organization’s annual revenue by nearly $1 million.

Growing Your Giving Day

We’ve left our goals in the dust for 3 consecutive years! Join development and marketing staff from Trinity University to learn how we’ve grown our 24-Hour Challenge, and how we’ve worked together to build on our successes! We’ll provide tips on how we created challenges that engaged alumni and students.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Kathy McNeill

Photo of Kathy McNeill
Kathy McNeill serves as the Senior Director of Annual Giving Programs at Trinity University. She started her career in fundraising when she was hired as a phonathon student caller in 1992. Kathy has enjoyed a variety of roles within development, advancement services and alumni relations at her alma mater Stephen F. Austin, Texas A&M University-Corpus Christi, SAMMinistries and the San Antonio Children's Hospital.

Michelle Bartonico

Photo of Michelle Bartonico
Ruby Bayley-Pratt is a projects specialist working for Amnesty International, where she manages and supports strategic projects. Her focus is on fundraising proposition development and innovation. Previously, she worked at the Multiple Sclerosis Society to deliver strategic transformation, including the program management of a 107 million (pounds) capital fundraising appeal. She has worked with the British Council, MSF Mexico, the HSBC Water Programme, and the Foreign & Commonwealth Office.

Cynthia Uviedo

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Cynthia Uviedo serves as the Director of Annual Giving Programs at Trinity University. She has previously managed the university’s reunion and student giving programs. She also started the university’s donor relations program. Cynthia has 16 years of experience in fundraising and served as the President of the San Antonio AFP Chapter in 2012. She has a bachelors in communication from Trinity University and a master of public administration from the George Washington University.

Year-In-Review: Spanning the Globe for Recent Court Decisions & Legal Developments in Fundraising & Philanthropy

“A session about court decisions and legislation, administrative rulings and regulations?” How a session at a fundraising conference on legal stuff, presented by a lawyer no less, can be interesting. Prepare to enjoy this journey around the world in 75 minutes to get the low down on important court cases and major legal developments that sometimes create fundraising opportunities for us, but often create headaches. It’s actually the one session you don’t want to miss.

Education Track

Volunteer Involvement (which includes: Recruitment, Governance Principles and Models, Skills Training, Value of Diversity and Community Representation, Board/Staff Roles in Governance and Management, and Organizational Culture)

Speakers

Ted Sudol

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Ted Sudol taps 40 years of cross-disciplinary experiences in philanthropy and fundraising as a consultant, practitioner, lawyer, and executive in the voluntary, public, and private sectors. Currently managing director at Carter, he draws on his roles in arts and culture, healthcare, higher education, and human services at the national, regional, and local levels for an unparalleled perspective on the challenges and opportunities facing nonprofit organizations today. Ted is a Georgetown and Temple Law graduate.

Major-Gift Cultivation and Stewardship at Special Events: It Can Work! A Case Study

This session will show you how fundraising events can advance major-gift strategies and serve as key tools for cultivating and stewarding your donors and prospects—really!—while increasing their connections with your organization and its mission. Learn from colleagues on both sides of the fence, a development professional and an event planner, about how they work together closely for mutual success.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Michelle Casserly

Photo of Michelle Casserly
Michelle Casserly is the director of special events for the Hackensack Meridian Health Meridian Health Foundation and is responsible for the planning and execution of logistics related to annual fundraising events. She has increased revenues and strategic value each year during her more than nine-year tenure. Michelle leads a team of nearly 300 committee members and volunteers, as well as an event officer and an event assistant, to increase stewardship and ensure productivity and profitability.

Jennifer Smith

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Jennifer Smith is the senior executive director of the Riverview Medical Center Foundation and Bayshore Community Hospital Foundation. As a part of the Hackensack Meridian Health network, she oversees the management of two hospital foundation boards of trustees, as well as the comprehensive fundraising programs for both foundations. Primarily focused on major and leadership gifts, board development, and governance, Jennifer has raised more than $45 million in the past six years for Riverview and Bayshore, two community “sister” hospitals.

Effective Cultivation Techniques: The Ties that Bind

Effective, strategic cultivation distinguishes an outstanding performer from a solid fundraiser. Are these skills firmly in your wheelhouse? In this session, we'll explore the multiplicity of things you can do to engage and inspire your prospects. From creative engagement moves to asking probing questions that get at the heart of what gets a prospect’s juices flowing, this session will help you expand your repertoire of effective donor cultivation strategies.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Anne Melvin

Photo of Anne Melvin
Anne T. Melvin, J.D., is the director of training and education at Harvard University, where she specializes in teaching effective front-line fundraising techniques. She speaks regularly around the country to professional groups and hosts development trainings for nonprofits through her private practice, ATM Consulting. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.

Through the Looking Glass: Articulating Your Identity as a Professional Fundraiser

Fundraisers claim that their work is professional; however, debate continues about the occupation's status. In this interactive session, participants will examine models of professionalism and articulate their identity as professional fundraisers. The facilitators will draw on national research about fundraisers to shape the conversation. Attendees will develop a framework for understanding professional identity; review national research about fundraisers and place it within their own experience; and formulate a stance as fundraising professionals.

Education Track

Speakers

Sarah Nathan

Photo of Sarah Nathan
Sarah K. Nathan, Ph.D. is Associate Director of The Fund Raising School, the nationally renowned professional training program for fundraising practitioners. As a true pracademic, she supports faculty and curriculum development while engaging in research about the fundraising profession. Dr. Nathan holds the MA and PhD in philanthropic studies from the Indiana University Lilly Family School of Philanthropy.

Genevieve Shaker

Photo of Genevieve Shaker
Genevieve G. Shaker, Ph.D., is an associate professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis (IUPUI). She was an advancement officer for 20 years, most recently serving as an associate dean for development and external affairs for the Indiana University School of Liberal Arts. She is the associate editor of the journal Philanthropy & Education and received AFP's Emerging Scholar Award in 2015.

Cultivation Events: A Major Key to Successful Fundraising

Donors don’t just fall from the sky, especially major donors. You need to build strong relationships with donors first. So how do you tell your story in a way that builds passionate donors before you ask them to invest in your organization? A successful cultivation event, or a series of events, just might be your answer. In this session, you'll hear success stories and learn how to plan the right event(s) for your organization.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Linda Lysakowski

Photo of Linda Lysakowski
Linda Lysakowski is one of just over one hundred professionals worldwide to have earned the ACFRE designation. She has trained more than 40,000 development professionals around the world. Linda is the author of numerous books, including Fundraising as a Career; Are You Ready for a Capital Campaign?; Raise More Money from Your Business Community; Fundraising for the GENIUS; and more. She also co-authored The Leaky Bucket, The New Donor, Nonprofit Strategic Planning, and others.

Nine Ways to Turbocharge Your Grant-Seeking

You have a great program. You have strong proposals. You want more and better grants. How do you improve your grant-seeking results? In this session, you will learn nine ways to “turbocharge” your foundation and corporate fundraising, ranging from how to set targeted goals to building your visibility and networks to writing a more dynamic and engaging case.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

John Hicks

Photo of John Hicks
John Hicks, CFRE, is principal of DLBHICKS LLC, a fundraising consulting and strategy firm, where he helps clients build and strengthen annual and capital campaigns. He is a faculty member in the master’s degree program in nonprofit management at Columbia University's School of Professional Studies. He has been awarded "Stellar Speaker" status by CASE (the Council for Advancement and Support of Education) and has appeared as a presenter for the Foundation Center, The Chronicle of Philanthropy, AFP, and the Institute of Fundraising (U.K.).

Forensic Philanthropy: What Killed Your Donor? How to Extend the Life of a Donor Relationship

You have a great mission. You need your donors more than ever. But donors can go away quietly, or not so quietly, leaving us scratching our heads or dressing our wounds. What happened? Could this have ended differently? This interactive session explores the top pitfalls in why/how donor relationships become strained/broken and how we can be proactive to avoid these "relationship killers," as well as how to mitigate near-disaster situations when in them.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Monica Grant

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Monica Grant, CFRE, is the CEO of the San Luis Obispo County YMCA. She has over 30 years of experience as a nonprofit and development professional. She ran her own consulting firm, providing fundraising consulting, planning, organizational development, training, and facilitation for nonprofits, with a focus on capacity-building and sustainability. Monica has a master's in organizational leadership. She is the current president of her local AFP chapter.

The Secret Sauce That Turned $100 Per Month into $6.5 Million

SickKids Foundation has a robust monthly donor acquisition program. This session will highlight the journey of one monthly donor who went from giving $100 per month to becoming a $6.5 million donor in four yeThe SickKids Foundation has a robust monthly donor acquisition program. This session will highlight the journey of one monthly donor who went from giving $100 per month to becoming a $6.5M donor in four years. We will focus on the identification, cultivation, and stewardship steps that went into this achievement. This session will inspire old and new fundraisers alike and showcase the impact that one donor can have on so many.ars. We will focus on the identification, cultivation and stewardship steps that went into this achievement. This session will inspire old and new fundraisers alike and showcase the impact that one donor can have on so many.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Nancy Horvath

Photo of Nancy Horvath
Nancy Horvath is the director of major gifts at the SickKids Foundation in Toronto. She is responsible for engaging individuals and families to support the most urgent needs of the hospital. Nancy has been involved in annual giving, leadership giving, and major-giving programs for over a decade in Toronto. She is deeply passionate about our experiences as diverse individuals, particularly within the LGBTQ2 community, and how organizations can evolve practices to be more inclusively minded.

Tanya Tucker

Photo of Tanya Tucker
Tanya Tucker is an associate director of direct and digital marketing for the SickKids Foundation in Toronto and is responsible for monthly donor acquisition and early retention. Tanya can be described as enthusiastic, passionate, and analytical. One of her recent accomplishments was a highly successful integrated campaign where awareness marketing and fundraising tactics came together, helping to secure thousands of monthly donors in a highly targeted market.

The Seven Deadly Sins of Cause Sponsorship

In this session, we 'll uncover seven of the most common mistakes made in sponsorship and corporate fundraising that are costing you money. Learn the art of prospecting, valuation, sponsorship proposals, activation, and fulfillment and how to avoid the pitfalls that cause your prospects to throw your proposals in the trash.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Chris Baylis

Photo of Chris Baylis
Chris Baylis is the president and CEO of The Sponsorship Collective and a self-confessed "sponsorship geek." After several years as a sponsor—that’s right, the one investing the money!—Chris decided to cross over to the sponsorship sales side, where he has personally closed tens of millions of dollars in sponsorship deals. Chris has been on the front lines of multimillion-dollar sponsorship agreements and has built and coached teams to do the same.

Social Listening for Deeper Donor Engagement

Nonprofits of all sizes are using social media to advocate around specific issues and increase the visibility of their work and impact. Too often, however, these powerful channels are used much like billboards rather than tools for actual conversation and education. In this session, you will learn how to leverage social listening strategies to better understand your audience, discover content that your donors care about, and identify online influencers and potential partners.

Education Track

Current and Prospective Donor Research (which includes: Donor Acquisition, Donor Retention, Donor Giving Patterns, Data Analysis Techniques, Data Gathering Techniques, and Data Management System)

Speakers

Josh Hirsch

Photo of Josh Hirsch
Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is president-elect of the AFP Palm Beach County Chapter. Josh has a certificate in strategic fundraising and philanthropy from Bay Path University. He has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

Julia Campbell

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Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. As the founding principal of J Campbell Social Marketing, she consults with nonprofits of all sizes on how best to use digital tools to tell compelling stories, engage active supporters, and raise millions.

How to Use Email and Social Media to Create an Exceptional First-Time Donor Experience

First-time donor cultivation seems to be a huge missed opportunity for nonprofits. But the good news is that we can do something about it. In this session, you will learn specific digital strategies to create a great experience for first-time donors using email campaigns, social media storytelling, and videos. Participants will walk away with a First-Time Donor Welcome Plan and lots of ideas they can execute immediately, on a shoestring budget.

Education Track

Current and Prospective Donor Research (which includes: Donor Acquisition, Donor Retention, Donor Giving Patterns, Data Analysis Techniques, Data Gathering Techniques, and Data Management System)

Speakers

Josh Hirsch

Photo of Josh Hirsch
Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is president-elect of the AFP Palm Beach County Chapter. Josh has a certificate in strategic fundraising and philanthropy from Bay Path University. He has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

Julia Campbell

Photo of Julia Campbell
Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. As the founding principal of J Campbell Social Marketing, she consults with nonprofits of all sizes on how best to use digital tools to tell compelling stories, engage active supporters, and raise millions.

Use the New 2019 Corporate Social Responsibility Trends to Win More Sponsorships

We asked 150 corporate social responsibility (CSR) experts about trends in their sector and came up with the CSR trends for 2019, direct from the people making the decisions about which causes to partner with and why. In this session, we'll break down these trends so you can acquire, maximize, and renew corporate sponsors while significantly increasing funds raised through sponsorships and corporate partnerships.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Maureen Carlson

Photo of Maureen Carlson
With two decades of corporate CSR, nonprofit executive management, and agency leadership experience, Maureen Carlson is a veteran in the corporate partnership space. Maureen has created best practices for maximizing corporate partnerships that have ignited more than $150 million in fundraising for her nonprofit clients. She is a nationally recognized speaker on the topic of corporate partnerships, with her work appearing in Forbes, The NonProfit Times, and The Huffington Post, as well as the book Nonprofit Selling 101.

Chris Perry

Photo of Chris Perry
Chris Perry is the managing director of corporate partners at Children’s Miracle Network (CMN) Hospitals, where he has worked for the past four years. He is responsible for co-managing a $190 million corporate partnership fundraising team that includes Marriott International, Costco, and Delta Air Lines. Before joining the CMN Hospitals team, Chris worked for 18 years in the for-profit and nonprofit sectors, focusing on the fields of animal welfare, medical publishing, and children's hearing impairment devices.

Small Shop Survival Guide: How to Build a Thriving Fundraising Program Alone(ish)

Overwhelmed with fundraising ideas, research, and best practices? Not sure how to apply it all in your own small nonprofit? In this session, you'll learn how to focus your energies, build meaningful relationships to help you fundraise, and develop tools to help you thrive, all while balancing the workload and realities of being the only person formally responsible for fundraising in your organization.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Cindy Wagman

Photo of Cindy Wagman
Cindy Wagman spent 15 years as an in-house fundraiser at organizations large and small before founding The Good Partnership, a boutique fundraising firm focusing on small nonprofits. She has worked in social justice, health, arts, and education organizations, and she has overseen and executed everything from annual campaigns to multimillion-dollar gifts. Cindy became a CFRE in 2009 and received her MBA from the Rotman School of Management at the University of Toronto in 2013.

Digital Envy: Showcasing the Best of Digital Fundraising

We're firing up 60 slides featuring the very best digital fundraising examples from nonprofits like yours. This session will inspire and equip you with concrete tactics you can implement in your next digital fundraising campaign. We’ll explore great content, unique thinking, and delightful design through emails, websites, online advertising, donation pages, videos—and anything else that increases online donations.

Education Track

Trends and Innovation (which includes: Entrepreneurship, New Fundraising Practices, Technology, and Big Ideas)

Speakers

Rachel Clemens

Photo of Rachel Clemens
Rachel Clemens is the chief marketing officer of TradeMark Media, which transforms mission-driven organizations through branding, marketing, and digital communications. TradeMark helps nonprofits and foundations increase their impact and revenue by creating deeper connections with their audiences. Proudly working with the United Way, YMCA, Habitat for Humanity, Whole Kids Foundation, Meals on Wheels, and loveisrespect, TradeMark Media has helped these organizations increase their revenue, reach new audiences, and improve their communities.

Stewarding Donors with Dementia

Do you believe you know the warning signs of dementia? Do you know how to effectively communicate with a faithful donor in a meaningful and ethical way? Too many of our aging donors are experiencing diminished mental capacities, especially the disease of dementia. This 90-minute session will empower professional fundraisers to work with these donors by showing attendees how to recognize the signs of dementia and implement communication strategies to steward faithful donors in meaningful and ethical ways.

Education Track

Speakers

Robert Hofmann

Photo of Robert Hofmann
Robert Hofmann, M.A., CFRE, has worked for the University of Minnesota Duluth as a senior development officer, raising more than $20M for student scholarships and programs. Before returning to his native Minnesota, Robert was appointed by Rhode Island Governor Donald Carcieri to the Rhode Island Economic Monitoring Collaborative and as a member of the Rhode Island Workforce Development/Education Council of the Greater Providence Chamber of Commerce.

Jolene Hyppa-Martin

Photo of Jolene Hyppa-Martin
Jolene Hyppa-Martin, Ph.D., CCC-SLP, is a speech and language pathologist and faculty member in the University of Minnesota Duluth Department of Communication Sciences and Disorders. Jolene earned her Ph.D. in speech-language-hearing sciences from the University of Minnesota. Her areas of research interest include enhancing social participation for individuals with severe communication disorders, including individuals with dementia and those who communicate using augmentative and alternative communication.

The Blueprint for Fundraising Career Success

Tired of shotgunning fundraising job applications and getting nowhere? What if the problem is your first contact? Maybe it’s your résumé or cover letter. Are you wondering how to make your résumé and cover letter stand out? How can you show your connection to a cause in your cover letter? This is the session you can bring your résumé and cover letter to. We'll edit them together!

Education Track

Speakers

Mazarine Treyz

Photo of Mazarine Treyz
Mazarine Treyz has over 10 years of experience in the trenches of fundraising, rising from a development assistant to development director of social services, arts, healthcare, and other organizations. She is the author of three books and 10 e-courses and directs two online conferences, one on fundraising careers and the other on nonprofit leadership. Her popular blog has 50,000 monthly readers.

Your Money is Tight Because Your Staff Isn't Right

There is nothing more challenging than not having the right staff in place. One person on a team can tip the scales toward negativity and leave a leader spending valuable time managing staff liabilities instead of focusing on raising money and furthering the mission of the organization. In this session, you'll learn practical steps and strategies to address staffing barriers, leaving you with time to raise epic dollars.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Fayruz Benyousef

Photo of Fayruz Benyousef
Fayruz Benyousef is a seasoned certified fundraising professional who has helped numerous organizations and their leadership achieve success. She is a philanthropy adviser and expert who has worked with nonprofit executives for 23 years. Fayruz has an extensive background, having served as the CEO of an international NGO and as a partner in a national consulting firm, where she was the youngest. A two-term president of the AFP Greater Austin Chapter, Fayruz knows the fundraising world.

Pam Owens

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Pamela Benson Owens has been an entrepreneur for more than 20 years. In January 2018, she was presented with a unique opportunity to continue work that is meaningful to her. Pam joined forces with FB Consulting and now serves as its vice president of business development. For many years, Pam has toured, delivering customized presentations, interactive trainings, and leadership programs focused on the importance of nonprofit best practices, intentional leadership, and proactive HR practices.

The 5-Step Foolproof Method for Any ASK!

I’ve taken my 27 years of work on THE ASK© and refined it so that anyone, in any size organization, can use my 5-step foolproof method for any ASK with resounding success. People have much less time these days to hear what you have to say and then make a decision. You will master how to ASK in any situation. Bring your challenges and leave with the biggest smile, knowing you can make THE ASK!

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Laura Fredricks

Photo of Laura Fredricks
Laura Fredricks is the "Billion-Dollar A$K-Maker Powerhouse." As CEO and founder of THE ASK©, Laura trains people, nonprofits, and businesses on how to ASK for money and more of it. She is the first to combine the most trusted professions, law and philanthropy, to show how anyone can raise money to unprecedented levels. She has written five books, including her latest, The ASK: For Business, for Philanthropy, for Everyday Living.

Thriving as a Fundraiser in Work and Life

Join us for this inspiring session and focus on you for a change. You will learn the best coaching "secrets" to mastering your mindset, reducing stress, maximizing your strengths, and setting goals in a way that inspires and energizes you to achieve more without feeling overwhelmed and burned out. You will leave with a framework to create your own personal “thriving” plan to take control of your life and show up at your best at work.

Education Track

Speakers

Diane Lloyd

Photo of Diane Lloyd
Diane Lloyd is a former fundraiser who raised over $40 million in her fundraising career. In 2011, she trained as a certified executive coach and has been coaching leaders, teams, and fundraisers ever since. Diane maintains her CFRE and is credentialed with the International Coach Federation at the Professional Certified Coach level (750 coaching hours). She is currently completing her M.A. in leadership at Royal Roads University and is a member of the AFP Canada foundation board.

Why Your Donor Doesn't Want to Meet, and What You Can Do About It

It's a problem every fundraiser faces: how to deepen a relationship with a donor who says no to invitations to meet. Don't give up on these donors! They may not want to meet, but that doesn't mean they're not interested. Learn how charities big and small are starting dialogues, cultivating prospects, converting supporters to donors, and stewarding these donors, all without ever meeting them in person—and how you can too!

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Aimée Lindenberger

Photo of Aimée Lindenberger
Aimée Lindenberger is passionate about her role in helping charitable organizations make the world a better place. As chief engagement officer for Refocus Communications & Fundraising, she brings her degree in graphic communications management, double minors in marketing and multimedia, a tender heart and insightful mind, and nearly 20 years of marketing and communications experience to charities across Canada, helping them build fundraising programs. Aimée loathes buzzwords and loves actionable strategies. Oops! Were those buzzwords?

Flies Round Their Eyes: How Should We Respect Beneficaries’ Dignity While Raising the Most Money?

Fundraisers and program staff often have differing ideas about how the people they’re trying to help should be portrayed, or "framed," in marketing materials. Some favor stark images (disparagingly called "poverty porn"), while others want to show hope and dignity. This session unpacks what the evidence says about positive/negative framing and explores the ethical arguments on both sides to arrive at a new consensus on this tricky question.

Education Track

Speakers

Ian MacQuillin

Photo of Ian MacQuillin
Ian MacQuillin is the founder and director of Rogare, the fundraising think tank at the University of Plymouth's Hartsook Centre for Sustainable Philanthropy. He’s a leading thinker on fundraising ethics, developing a new theory of ethics specifically for application in fundraising. He is also researching why some people have such vehement reactions to being asked to give to charity.

Are You prepared to Let Your Donors Push You Around?

Best-practice wisdom in fundraising says you should always put the interests of your donor first. But can donor-centrism go too far? Based on new research conducted by Rogare, this session explores potential abuses of the power dynamic in donor-fundraiser relationships (namely, "donor dominance" such as mission creep or inappropriate behavior) and how fundraisers can deal with this.

Education Track

Speakers

Ian MacQuillin

Photo of Ian MacQuillin
Ian MacQuillin is the founder and director of Rogare, the fundraising think tank at the University of Plymouth's Hartsook Centre for Sustainable Philanthropy. He’s a leading thinker on fundraising ethics, developing a new theory of ethics specifically for application in fundraising. He is also researching why some people have such vehement reactions to being asked to give to charity.

Heather McGinness

Photo of Heather McGinness
Heather R. McGinness, CNM, CFRE, is a seasoned nonprofit executive and AFP Master Trainer. She is experienced in several areas of the philanthropic sector, including higher education, human services, associations, and faith-based and international relief and development organizations. She currently serves as vice president of advancement at Concordia College New York. With over 19 years of nonprofit experience, she has an extensive background in leadership and management, fundraising, marketing and communications, grant-seeking, and strategic planning and analytics.

Negotiation Techniques to Make the Right Ask, the Right Way

How do you manage corporate partners, improve engagement, and build strong relationships? This session will help you prospect and identify opportunities for new partnerships. How? Learn to use and practice the best trading techniques by establishing necessary connections with whomever is on the other side of the table. Ever heard of the "elevator pitch"? Come learn more about how to break out of your shell and make the right ask, the right way.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Ana Flavia Godoi

Photo of Ana Flavia Godoi
Ana Flavia Godoi has built more than 200 corporate partnerships this year at Seconci, where she has been responsible for implementing the organization’s fundraising department. As an ABCR (Brazilian Fundraisers Association) board member, she defends ethical fundraising practices for nonprofits and philanthropy. She is also a member of a group of key female leaders engaged in social transformation. She has 15 years of experience developing processes for strategic fundraising planning and conducts lectures and workshops in Brazil on corporate partnerships and negotiation strategies, her main areas of expertise.

Michel Freller

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Michel Freller is a social entrepreneur, speaker, teacher, and consultant. He has a B.A. in public administration from FGV-SP and a master's in administration from PUC-SP, with a focus on improvements in management and fundraising. Michel has participated in several fundraising meetings in different countries. He is a postgraduate professor at SENAC and PUC-SP and also teaches courses at the Instituto Filantropia. He is an adviser to the Philanthropy Institute, Juntos.com.vc (crowdfunding), and Engaja Brasil; a member of the scientific committee of the ABCR (Brazilian Fundraisers Association) festival; and founder of Criando Consultoria.

Better By Design: Practical Advice for Applying Donor-Centric Design Thinking

Design thinking has been a game changer in agencies and startups for over a decade. Fundraisers can—and should—be applying the same process to their fundraising, but we’ve been slow to adopt it. This session will provide an overview of design thinking (Empathize – Define – Ideate – Prototype – Test) with real-life examples. We’ll delve into what will work when you get back to the office, what won’t, and how to spot opportunities for innovation in your organization.

Education Track

Trends and Innovation (which includes: Entrepreneurship, New Fundraising Practices, Technology, and Big Ideas)

Speakers

Brock Warner

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Brock Warner is an active AFP member and a past presenter at AFP Toronto’s Fundraising Day and Congress, as well as at Digital Leap, MyCharityConnects (CanadaHelps), and other similar industry conferences. Brock works in step with international trends, recently attending IFC 2017 in Holland, and he's an active participant in industry benchmarking groups focused on monthly giving and planned giving. In 2017, Brock attended the Banff Centre’s “Leading by Design” master class on design thinking theory and application.

Nicole Kallmeyer

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Nicole Kallmeyer is a copywriter at Blakely, Inc., a fundraising and marketing agency that works exclusively with not-for-profit organizations. She collaborates with fundraisers and art directors to develop direct-response fundraising campaigns that reach donors through multiple channels. Nicole was recently selected to be a panelist at an event that brought together leaders from the not-for-profit, creative, advertising, and technology sectors to discuss “how design thinking can be applied to driving the next era of social innovation.”

Was the Fear Warranted? A Glimpse Into the Early Effects of the Tax Policy Changes

The 2017 Tax Cuts and Jobs Act has now been in effect for a full year. Was the concern among many nonprofit organizations that charitable giving would decrease warranted? Join us for a first glimpse into how the policy changes have affected charitable giving (if at all). We will also explore unexpected effects in addition to discussing the current policy landscape at both the national and state levels.

Education Track

Speakers

Una Osili

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Una Osili is the director of research at the Indiana University Lilly Family School of Philanthropy and a professor of economics and philanthropic studies at Indiana University–Purdue University Indianapolis (IUPUI). Una leads the school’s research projects, including Giving USA and the Philanthropy Panel Study, and frequently speaks around the world on trends in philanthropy. She earned her B.A. in economics at Harvard University and her M.A. and Ph.D., both also in economics, at Northwestern University.

Sasha Zarins

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Sasha Zarins is pursuing her doctoral degree in philanthropic studies at the Indiana University Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis (IUPUI). In September 2014, she joined the School of Philanthropy as a research associate and has been with the research department as a project coordinator since February 2017. Working in the School of Philanthropy has enabled Sasha to combine her passions for research and philanthropy.

Randy Cohen

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Randy Cohen is vice president of research and policy at Americans for the Arts. He publishes Americans Speak Out About the Arts, a national public opinion study about the arts, with its two iterations serving as the premier economic impact studies of the arts. Randy developed the National Arts Policy Roundtable in partnership with Robert Redford and the Sundance Institute. He has given speeches in 49 states and regularly appears in the news media.

Allison Grayson

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At Independent Sector, Allison Grayson promotes public policies to help nonprofits fulfill their missions, with a focus on charitable giving and tax policy. In prior positions with the Administration for Children and Families, state nonprofit associations, and United Way, Allison utilized fundraising and advocacy to leverage over $20 billion in resources to prevent chronic health conditions, end homelessness, and support disaster recovery. She has a master’s degree in public policy from the University of Minnesota.

Practicing Gratitude, Learning From Fred Rogers, and Making Fundraising (and Parenting) Easier and More Joyful

Numerous studies have found that people who practice gratitude report fewer symptoms of illness, more optimism and happiness, stronger relationships, and many other benefits. This research applies as much to leading a meaningful life as it does to feeling inspired on the job and effectively engaging donors. Led by The Fred Rogers Company's director of development, this session will explore the ways gratitude serves us as fundraisers, managers, parents, and more.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Alan Friedman

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Alan Friedman manages The Fred Rogers Company's relationships with foundations, corporate sponsors, and individual donors. He previously directed the Institute for Social Innovation at Carnegie Mellon University and served as associate director of the university's Department of Foundation Relations. He has been a freelance journalist, nursing aide, and preschool teaching aide. The father of two teenage girls, Alan has a Master of Public Management degree from Carnegie Mellon and B.A. in English from UC Berkeley.

Sustainable Leadership for Mission Impact

Succession planning is something we know we should do but generally avoid until it’s too late. Thoughtful sustainability can save your organization money and community goodwill, nurture your donors, and might just help you sleep better at night. Come learn how to create a meaningful plan for your organization or fundraising function. We’ll discuss what planning is, what it isn’t, and how to start the conversation. What will your legacy be?

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Sally Blue

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Sally Blue specializes in transitions. Working across the nonprofit sector, Sally facilitates strategic planning and visioning, fundraising, and succession planning and training for boards, staff, and volunteers. She also coaches individuals in transition. After serving in front-line and management positions, including as an interim executive director, Sally joined Dini Spheris. During seven-plus years with the firm, she helped organizations raise more than $139 million. Sally then founded Sally Blue Consulting to focus on sustainable organizations and mission-driven individuals.

The New Science of Fundraising: Neuroscience, Behavioral Economics, and Fundraising

Do you know the principles of behavioral economics and neuroscience but are struggling to apply them? This advanced session will take you deeper into the profound fundraising implications of the work that has won two recent Nobel Prizes for research in human behavior. We'll show you how to actually apply this profound work to your fundraising through global examples from UNICEF, Amnesty International, Greenpeace, and others. You'll also have the chance to tackle your own challenges!

Education Track

Trends and Innovation (which includes: Entrepreneurship, New Fundraising Practices, Technology, and Big Ideas)

Speakers

Bernard Ross

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Bernard Ross is the director of a consultancy working worldwide for ethical organizations. He is the author of a number of books, including one on behavioral economics with Omar Mahmoud, head of knowledge at UNICEF. Bernard has created global strategies for the Red Cross, Amnesty International, Doctors Without Borders, and UNICEF. He’s raised money to refurbish the Eiffel Tower, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.

Alan Hutson

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Alan Hutson is the managing partner of The Monument Group and a senior consultant at The Management Centre (=mc). Alan’s recent international engagements have included work with African Development Solutions, UNICEF on its next global fundraising strategy, and IFRC (the International Federation of Red Cross and Red Crescent Societies) on its midterm global fundraising strategy review. In 2016, Alan presented at China’s first-ever global fundraising conference, and in 2018, he presented at Japan’s global fundraising conference.

Thomas Kurmann

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TThomas Kurmann has been working in fundraising leadership positions for over 14 years and is currently the director of fundraising at Doctors Without Borders - USA (MSF-USA), the largest and most successful of the MSF members worldwide. Over the last five years, he has transformed the income of MSF-USA, growing it by almost 100 percent.

The Analytics Journey Throughout Your Campaign

A data-driven campaign requires information, from the planning stage to the after-campaign forensics. In this session, we'll review analytics throughout a campaign: feasibility, prospecting, forecasting the annual fund, prospecting, a data-driven gift table, gap analysis, dashboards, and post-campaign analysis.

Education Track

Current and Prospective Donor Research (which includes: Donor Acquisition, Donor Retention, Donor Giving Patterns, Data Analysis Techniques, Data Gathering Techniques, and Data Management System)

Speakers

Marianne Pelletier

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Marianne Pelletier has over 30 years of experience in prospect research, prospecting, and analytics. A pioneer of nonprofit donor modeling, Marianne has run successful annual giving and research departments and consulted with a variety of clients. A graduate of Rockford University and Southern New Hampshire University, Marianne has lectured on analytics, prospecting, and research topics. She is the author of Building Your Analytics Shop: A Workbook for Nonprofits.

Don't be a Drag - Just be a Queen: How to Rule with LGBTQ Donors

Dallas' fundraising drag queen, Marsha Dimes (yes, you read that right), is making her debut at AFP ICON to help you engage LGBTQ donors. Marsha will be using humor (and some questionable makeup skills) to talk through a challenging topic. Come explore how you can create an inclusive fundraising program. You've never seen anything like this at AFP (and you might not want to ever see it again)!

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Mack Campbell

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Mack Campbell, CFRE, is the regional director of development for the nation's largest provider of free, school-based, after-school programs for middle school students. He previously served as senior major-gifts officer for Lambda Legal, a national organization fighting for LGBT people's rights in the courts. He has worked in large and small organizations, raised millions during his 12-year career, and helped launch highly successful major and annual giving, donor management, and online fundraising programs.

Our Best Donors Are Aging: Communicating to and Working With Seniors

Learn tips and techniques for successful marketing to seniors, as well as how to determine whether your materials are senior-friendly. Bring examples of your materials for the speaker to critique. Learn how to get seniors to agree to meet and how to choose the best time and place. Understand how to deal with advisers and relatives. Learn how to deal with the conditions of aging, including documenting sensitive issues and what never to include. We'll also explore how to raise planned-gift possibilities with any prospect.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

John Jensen

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John Jensen is senior vice president and a consultant with Sharpe Group, working with charities to create highly effective planned-giving programs nationally. Earlier in his career, he served as vice president of development for The Nature Conservancy and the National Wildlife Federation. He was responsible for dramatic planned-giving revenue growth at both. Other prior positions include development director of the Maine Audubon Society, executive director of The Nature Conservancy's Maine chapter, two terms in the Maine Legislature, foundation chair of EarthShare, and three years on the NACGP (National Association of Charitable Gift Planners) board. John has spent 40 years in development and 22 years as a planned-giving consultant. He is a Certified Financial Planner.

The Case for Support Playbook: Using Unexpected Stories and Sticky Ideas to Engage Supporters

Throw away the overused cookie cutters so often used to develop cases for support. This engaging and challenging session will show you a new, radical approach to developing a powerful case for support using the playbook format, one that can be adapted to the psychological profile of each individual supporter or donor. During this session, you'll have the chance to hear about how this format has worked for others—and apply it yourself.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Bernard Ross

Photo of Bernard Ross
Bernard Ross is the director of a consultancy working worldwide for ethical organizations. He is the author of a number of books, including one on behavioral economics with Omar Mahmoud, head of knowledge at UNICEF. Bernard has created global strategies for the Red Cross, Amnesty International, Doctors Without Borders, and UNICEF. He’s raised money to refurbish the Eiffel Tower, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.

Ruby Bayley-Pratt

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Ruby Bayley-Pratt is a projects specialist working for Amnesty International, where she manages and supports strategic projects. Her focus is on fundraising proposition development and innovation. Previously, she worked at the Multiple Sclerosis Society to deliver strategic transformation, including the program management of a 107 million (pounds) capital fundraising appeal. She has worked with the British Council, MSF Mexico, the HSBC Water Programme, and the Foreign & Commonwealth Office.

Storytelling in the Real World

“For sale: baby shoes, never worn.” This could be the shortest story Ernest Hemingway ever told. As a fundraiser, your stories needn’t be long. But: You. Must. Tell. Stories! In this session, you will get right to the heart of why storytelling matters in fundraising.  Join these professional storytellers and channel your inner Hemingway!

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Leah Eustace

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Leah Eustace is an idea-generator and strategic thinker with a wide and varied background in fund development. As the president and founder of Blue Canoe Philanthropy, Leah serves clients in the areas of strategic planning, leadership support, program audits, and case development. She is past-chair of the AFP Foundation for Philanthropy—Canada and serves on the boards of AFP Canada and the Canadian Association of Gift Planners.

Alice Ferris

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Alice L. Ferris, MBA, CFRE, ACFRE, is the founding partner of GoalBusters, providing outsourced development for small nonprofits, as well as integrated fundraising, marketing, and strategic planning and customized education and training for clients. Alice has more than 25 years of fundraising experience in small shops and is a member of the ACFRE board, the CFRE International board, and the Bolz Center for Arts Administration Advisory Board. She is also an AFP Master Trainer.

Paul Nazareth

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Paul Nazareth is vice president of education and development at the Canadian Association of Gift Planners (CAGP). Paul has worked with CanadaHelps, Scotiabank, the University of Toronto, and the Catholic Church of Greater Toronto. He teaches in the postgraduate fundraising program at Georgian College; is chair of the Advisory Committee for Humber College's postgraduate fundraising program; speaks on topics including online, major, and planned giving; and has been featured in The Globe and Mail and Forbes.

Jennifer Van Noort

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Jennifer Van Noort, CFRE, is vice president of philanthropy and leadership giving at The Ottawa Hospital Foundation, providing support for critical care and advanced research for patients at The Ottawa Hospital. Jennifer has spent nearly 20 years in the charitable sector and was honored with AFP Ottawa’s 2017 Outstanding Fundraising Professional Award. She serves on the AFP Ottawa board and has distinguished herself as an enthusiastic fundraiser with a passion for advancing the fundraising profession.

Capital Campaign Games: How will You Face the Challenges?

Dive into this hands-on session to learn what you absolutely need for capital campaign success. We will work in teams navigating "campaign surprises," and using a limited number of tools and your own unlimited creativity, you'll compete to bring your campaign to a successful conclusion. Learn about real-world examples of success in the face of adversity.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Kirsten Schachter

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An Australian who has built her career in America, Kirsten Schachter is a veteran fundraiser with a background in the arts, education, social agencies, and healthcare. Over the course of her career, Kirsten has been an integral part of both smaller and major development operations, including serving as assistant vice president of development in Baylor College of Medicine’s $1 billion Best Minds, Best Medicine capital campaign. Kirsten has been providing campaign counsel to Dini Spheris’ clients since 2017.

Nancy Mosley

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Nancy Mosley, CFRE, has more than 25 years of fundraising experience with both large and small organizations. She received her CFRE certification in 2000. Nancy has been a major-gift fundraiser for Baylor College of Medicine in Houston for the last 13 years and was part of the $1 billion Best Minds, Best Medicine campaign.

Ethics in the Age of Social Media

In the age of social media, personal and professional boundaries are getting more porous, and it is becoming increasingly difficult to identify a clear line in donor relationships. Using real-life examples, we will help participants understand ethical challenges they may face in social media, which policies should be in place before anything happens, and how to use a decision-making framework to deal with an ever-changing environment online.

Education Track

Speakers

Alice Ferris

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Alice L. Ferris, MBA, CFRE, ACFRE, is the founding partner of GoalBusters, providing outsourced development for small nonprofits, as well as integrated fundraising, marketing, and strategic planning and customized education and training for clients. Alice has more than 25 years of fundraising experience in small shops and is a member of the ACFRE board, the CFRE International board, and the Bolz Center for Arts Administration Advisory Board. She is also an AFP Master Trainer.

James Anderson

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James Anderson is a partner at GoalBusters. He has more than 30 years of sales and sales training experience and migrated into the nonprofit arena in 2005. James specializes in marketing and branding strategy, social media marketing, multimedia production, direct sales and sponsorship training programs, and board and organizational training. A past recipient of the AFP Northern Arizona Chapter's Fundraising Professional of the Year Award, he has been a CFRE since 2013.

David Tinker

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David Tinker, CFRE, FAFP, is vice president of advancement at ACHIEVA and an adjunct professor of informatics in Muskingum University's Master of Information Strategy, Systems & Technology program. An AFP Master Trainer, he received the Outstanding Fundraising Executive Award from the AFP Western Pennsylvania Chapter in 2013. In 2017, he was honored as part of the inaugural class of Distinguished Fellows of AFP.

Introverts Unite: Unleashing the Hidden Fundraising Talents of the Most Undervalued People in the Room

The stereotypical fundraiser is an effervescent, charming, and outgoing individual. But introverts can and do succeed just as well as extroverts. Based on our learnings, we will share with you tips, gems, and resources to help you lean in to your strengths and thrive in a space where you may be undervalued. Join us in 2019 for a more interactive session with new information to help you on the path to success as a fundraiser.

Education Track

Relationship Building (which includes: Cultivation and Stewardship, Communications, Incentives, Culture of Philanthropy, and External Spheres of Influence)

Speakers

Matthew Siegel

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Matthew Siegel has over 18 years of experience in fundraising. He is the director of development for the College of Humanities and the Arts at San José State University. His prior experience includes positions at the San José Museum of Art and Sacred Heart Community Service. Matthew is the treasurer of the AFP Silicon Valley Chapter, a graduate of Santa Clara University, and a CFRE.

Vinney Arora

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Vinney Arora is the principal consultant at The Arora Collective, where he and his team help organizations realize their growth opportunities by increasing efficiency, visibility, and supporter engagement. In 2014, Vinney co-founded PartyChild.org, an organization that hosts birthday parties for children from low-income families. In 2015, Vinney was awarded the “Young Innovator" award from Thrive – The Alliance of Nonprofits for San Mateo County for his work as a donor relations director of a local nonprofit.

Ann-Marie Meacham

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Ann-Marie Meacham has 15 years of experience in the nonprofit sector and has raised more than $6.5 million for various causes. Her extensive experience includes serving as development director for InnVision, as a budget analyst for the City of San José, and as executive director of the Fremont Union High Schools Foundation, where she doubled the size of the board. She was president of the AFP Silicon Valley Chapter in 2016 and is a CFRE.

How to Prepare a Crisis Communications Plan to Prevent Major-Donor and Foundation Fallout

Do you have agency issues that keep you up at night? Is there a potential crisis ready to erupt? Are you prepared to address your stakeholders to mitigate risks? Learn what one child welfare provider did to prepare for a newspaper's exposé and how the chief advancement officer was prepared to address major donors and foundations to prevent a drop in donations. You'll walk away with information, strategies, and talking points to be prepared.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Marisol Barrios

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With 23 years of successful experience in communications, public relations, and the nonprofit sector, Marisol Barrios generates strategic integrated communications efforts to mitigate risks to nonprofits and manage reputations and trending issues. Accredited in public relations, Marisol creates impact with GRACE, a five-step, award-winning strategic PR process to transform organizations' missions. A Forbes.com featured expert, she has earned Hillsides, a child welfare provider, seven public relations awards, including one for crisis communications.

Carrie Espinoza

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Well-respected among her peers and by the donor community, Carrie Espinoza serves as Hillsides' chief advancement officer and is responsible for raising more than $2 million a year to augment public funding for programs. In addition, she is charged with fundraising for special initiatives, such as the agency’s recent $17 million capital campaign to enhance its aging Pasadena campus. Prior to her time at Hillsides, Carrie owned and operated adult residential care facilities for 30 years.

Storytelling for Board Members: The Key to Unleash New Energy and Commitment

Did you know that when board members share their own stories amazing things happen? It's awesome to see board members suddenly come alive when they start passionately sharing why they support your work. In this session, you’ll discover five ways that storytelling can activate your board's enthusiasm and energy. And you’ll learn how to set up five simple exercises that will help board members talk authentically, coherently, and effectively about your work. They'll have fun too!

Education Track

Volunteer Involvement (which includes: Recruitment, Governance Principles and Models, Skills Training, Value of Diversity and Community Representation, Board/Staff Roles in Governance and Management, and Organizational Culture)

Speakers

Gail Perry

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Gail Perry is an international fundraising consultant, keynote speaker, and philanthropy leader. Her "Fired-Up Fundraising" approach has helped organizations raise hundreds of millions in major and campaign gifts over the past 30 years. Gail was recently named one of America’s "Top Fundraising Experts," and her best-selling book, Fired-Up Fundraising: Turn Board Passion into Action (Wiley/AFP), has been called the “gold standard guide to building successful fundraising boards.” Gail leads board workshops and speaks at conferences internationally.

Lori Jacobwith

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Lori L. Jacobwith, a fundraising culture change expert and master storyteller, has helped 4,500 nonprofits raise $300 million from individual donors. Lori teaches staff and board members powerful communication practices to ignite action and raise more money. She is the author of the Fire Starters weekly blog, Nine Steps to a Successful Fundraising Campaign, and the Complete Storytelling System. Her vision is that asking for money can be done with ease and joy.

In the Age of Wonder Woman, Why Do Men Still Rule Philanthropy?

Barriers to equitable salaries and advancement to C-level leadership positions persist for women in our field, even though they comprise 70 percent of all fundraising professionals. Join us for an open, candid exploration of hidden prejudices, sexual harassment, and other obstacles to gender equity in the workplace. Come prepared to engage in a lively, provocative discussion about what we as advanced professionals can do to create more equitable cultures and climates for women.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Linda Lysakowski

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Linda Lysakowski is one of just over one hundred professionals worldwide to have earned the ACFRE designation. She has trained more than 40,000 development professionals around the world. Linda is the author of numerous books, including Fundraising as a Career; Are You Ready for a Capital Campaign?; Raise More Money from Your Business Community; Fundraising for the GENIUS; and more. She also co-authored The Leaky Bucket, The New Donor, Nonprofit Strategic Planning, and others.

Jan Brazzell

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As principal of Advancement Consulting, Jan Brazzell helps third-sector leaders apply sound practices in governance, fundraising, strategic planning, and management. Previously, Jan led the MultiCare Health Foundation as its executive director; served as vice president of development and university relations at Pacific Lutheran University; and directed corporate and foundation relations for the Franciscan Foundation. Proud to be AFP’s 96th ACFRE, Jan teaches ethics in nonprofit leadership at the University of Washington Tacoma.

Tycely Williams

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As chair of AFP’s Women’s Impact Initiative (WII), Tycely Williams, CFRE, has inspired individuals and institutions to invest more than $84 million in charitable causes. Currently, she serves as vice president of development for YWCA USA. Over the past 20 years, Tycely has advanced philanthropy at the American Red Cross, the YMCA of Metropolitan Washington, and four human services organizations. She is a past president of the AFP DC Chapter.

The Five Strategic Planning Tools That Lead to Fundraising Success!

Want to keep sane in the insane day-to-day fundraising world? No matter how small or large your organization is, you need a comprehensive, well-written fundraising plan. Studies show that having a strategic plan sets the vision, answers the “why,” and leads to amazing success. This session will help you develop a strategic planning process that is practical, productive, and meaningful. You'll also learn about leadership tools you can utilize to raise more money and effectively serve your organization.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Jennifer Oyer

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Jennifer Oyer, CFRE, is the chief development officer for The Salvation Army, overseeing organizational and strategic management and fund development. She is responsible for raising $7 million annually. Jennifer plans, directs, coordinates, supervises, monitors, and evaluates the day-to-day operations of all development functions for the division, including direct-mail appeals, government and corporate foundation grants, the capital campaign process, media relations and digital media, planned giving, major gifts, research, divisional advisory boards, and donor database administration.

Design Board Meetings that Elicit Governance and Fundraising

When we engage our boards in authentic, strategic governance, they want to raise money to sustain what they’ve created. Find out how to frame agendas that treat your leaders like governors and invite their ownership of the mission, budget, and goals, as well as their role in funding your work.

Education Track

Volunteer Involvement (which includes: Recruitment, Governance Principles and Models, Skills Training, Value of Diversity and Community Representation, Board/Staff Roles in Governance and Management, and Organizational Culture)

Speakers

Susan Howlett

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Susan Howlett has been raising money joyfully for over 40 years, as a trustee, development director, executive director, and consultant to thousands of nonprofits across North America. She has been a lead faculty member since 1990 in the yearlong fundraising program at the University of Washington and is the author of two acclaimed books, Boards on Fire! and Getting Funded. Susan speaks, trains, and consults nationally and is known for her practical solutions delivered with humor, stories, and chocolate.

Be a Giant

Not all giants are fairytale creatures with superhuman strength. Sometimes, giants walk among us as unstoppable forces at the pinnacle of success. This session will draw on life lessons from modern-day fundraising giants who have transformed our sector. By studying the masters, each participant will uncover their own leadership voice and personal brand and will learn how to use this “extraordinary power” to bring out the magic in others.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Kristina Carlson

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Kristina Carlson, CFRE, is a proven leader, entrepreneur, author of the best-selling book Essential Principles for Fundraising Success, and an in-demand speaker at national and international conferences and workshops. Her experience includes providing counsel on major and mega gifts, guiding capital campaigns, comprehensive development planning, coaching nonprofit C-level executives, and starting and leading businesses that serve the nonprofit sector. She has worked with and learned from philanthropic leaders for more than 30 years.

Planned Giving by Phone? How Telephone Outreach Can Significantly Impact Your Planned Giving Program

This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned-giving efforts. Discover techniques for identifying planned-giving prospects, soliciting potential donors, and closing the gift over the phone. Learn how to make the ask using the mass communication instruments of mail, email, and telephone solicitation. This session will also provide a strategy for the selection of donors for a planned-giving direct-marketing campaign.

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Anthony Alonso

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Anthony Alonso, president of Catapult Fundraising, has over 30 years of experience in direct marketing. His experience ranges from the education, healthcare, and social services fields to the arts. Anthony has had the honor of working with prestigious institutions all over the United States. It is his expertise that has led his clients to successfully raise over $250 million within the last five years from the lower end of the donor pyramid.

Marketing and Fundraising: Together at Last!

Has your organization embraced how vastly different fundraising and marketing are in 2019 than 2009 or 1999? To get actions you desire, these core functions cannot be siloed. Together, your team must consider desired outcomes, think through the best ways to get there, and commit to invest what’s needed to do an effective job. This session looks at hard questions to be asked and answered to be sustainable in a post-digital economy.

Education Track

Leadership and Management (which includes: Strategic Planning, Fundraising Plan, Financial Management, Marketing and Public Relations Principles, Human Resource Management, and Effective Leadership)

Speakers

Claire Axelrad

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Claire Axelrad, J.D., CFRE, is a fundraising visionary with 35 years of experience helping organizations raise millions in support. Her award-winning Clairification blog showcases her practical approach, which earned her AFP’s Outstanding Fundraising Professional Award. Today, Claire coaches, teaches, and regularly contributes to Bloomerang, NonProfit PRO, GuideStar, Network for Good, Fundraising Digest, and Maximize Social Business. Her passion is coaching nonprofits to address 21st century challenges and overcome barriers to sustainable funding.

The Perfect Match: Corporate Volunteers will Make Donors “Walk into Your House”

Learn how and when engaged corporate volunteering programs translate into real donations and attract new donors. They are a key element to donor retention and upgrading donors, and a “contagious virus” that will get other companies to support your cause. Your fundraising staff will be very happy with them. In this session, two international presenters will share the advantages of having corporate volunteers “walk into your house,” as well as recipes to make your cause become a powerful magnet for donors and companies.

Education Track

Volunteer Involvement (which includes: Recruitment, Governance Principles and Models, Skills Training, Value of Diversity and Community Representation, Board/Staff Roles in Governance and Management, and Organizational Culture)

Speakers

Carlos Madrid

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Carlos Madrid has more than 20 years of experience in institutional development and fundraising and has a B.A. in communication and two master's degrees. He is an accredited consultant for NGOs and a board member for diverse institutions. He was the director of development for the Hospital Infantil de México and the director of the Banorte and Gruma foundations. He’s now the chairman of the Junta de Asistencia Privada del Distrito Federal, with more than 380 NGOs.

Leticia Becerril-Palacios

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Leticia Becerril-Palacios has a B.A. in international relations from the Instituto Tecnológico Autónomo de México, a master’s degree in social responsibility, and a Diploma in Sustainable Development. She is currently the CEO of the children’s home Ayuda y Solidaridad con las Niñas de la Calle and previously served as CEO of Worldfund Mexico, training teachers. Since 2005, Leticia has been an active member of CASE as well as the AFP Mexico City Chapter and its board.

Pay No Attention to that Woman Behind the Curtain! DirectMail in The Land of Oz

Let’s take a peek behind the curtain of the Great and Powerful Direct Mail, where the fundraising dreams that you dare to dream really do come true! We’ll avoid flying monkeys and poppy fields and instead focus on the best steps to follow along the Yellow Brick Road to the Emerald City of Direct-Response Results. Our journey will give you the brains, heart, and courage to improve your direct-mail program—ruby slippers optional!

Education Track

Securing the Gift (which includes: Direct Mail, Case Statement, Proposal Writings, Special Events, Social Media, Sponsorships, Annual Giving, Capital Campaigns,Bequests, and Major Gifts)

Speakers

Holly Paulin

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Holly has spent her entire professional career as a fundraiser. Some of the cool things she’s done include running national events, managing the transition to a new database, closing a 7-figure gift, managing a student calling program, supporting volunteers in local events, and analyzing countless spreadsheets (yes, that is cool, don’t @ me). Since joining the Agents of Good 7 years ago, she’s also added becoming a self-professed Direct Mail Nerd to that list. Holly is a graduate of Humber College’s Fundraising program and holds a BSc from Mount Allison University. She’s passionate about telling emotional stories that inspire donors to take action, sharing her experience with fellow fundraisers, and the proper use of em dashes.

The Fundraiser's Guide to Mid Level Donors

Do you know what midlevel donors actually want? Or why some of them will refuse to read your appeals yet still give? Presenting case studies and research from the U.K., Canada, Australia, Japan, and the U.S., we'll tell you what turns them on and off. In this session, you’ll see firsthand what donors really need from fundraisers and learn how you can give donors just what they need to do more.

Education Track

Current and Prospective Donor Research (which includes: Donor Acquisition, Donor Retention, Donor Giving Patterns, Data Analysis Techniques, Data Gathering Techniques, and Data Management System)

Speakers

Mark Phillips

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Mark Phillips is the managing director of Bluefrog Fundraising. He has decades of experience in direct marketing, legacy and midvalue fundraising, digital fundraising, and research into understanding what makes donors tick. He has proudly been described as "offering tough love to the sector." Everything Mark does is driven by responding to what donors actually need from charities. He works and regularly presents in the U.K. and internationally. Mark loves fundraising and shares his thoughts and ideas at queerideas.co.uk.

Amber Nathan

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Amber Nathan has worked in consumer insight research for over 15 years. After graduating in psychology, she began her career on the corporate side of market research, working on brand development, new product development, and advertising planning for commercial, charity, and public-sector brands. In 2004, she joined Bluefrog, and now as head of research, she regularly conducts studies that explore the psychology of giving and its application to fundraising for charity clients.

Who Can I Run To? Building Your Mentor Network.

In today’s professional fundraising world, individuals are creating networks of mentors to impact their professional, personal, and social/peer growth. From two growing fundraising professionals, participants will learn how to develop a strong and efficient network of mentors. The dimensions of mentorship, tips on how to acquire a mentor, and current technology and trends in mentorship will be discussed.

Education Track

Speakers

Cherrelle Duncan

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As the founder of Duncan Impact Solutions, Cherrelle Duncan is responsible for providing clients with resources to implement effective strategies to build their organizations, mobilize fundraising efforts, and increase visibility within their communities. Cherrelle received her Master of Public Service and Administration degree from Texas A&M University and B.A. from the University of Louisiana at Lafayette. She was chosen as a 2016 AFP Diverse Communities International Conference Scholar and a 2017 Outstanding Young Professional.

Amber Rangel

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Amber R. Rangel is a Chicana and native of Houston. Volunteering as a child shaped her passion for empowering communities, and she understood the need for professional skill-building early on in her life. Currently, Amber utilizes her business background for the Nonprofit Leadership Alliance at her alma mater, the University of Houston, which involves training undergraduate students to become better professionals and leaders while they seek the nonprofit management certification and Certified Nonprofit Professional credential.

The Power of Strategy Maps to Transform Fundraising (on a single sheet of paper)

This workshop will introduce you to the latest version of the balanced scorecard methodology: strategy maps. Radically different from other cookie-cutter fundraising models, this approach offers you profound insights into your "fundraising business model," explaining both what you want to achieve and how you will achieve it. This can be displayed on a single sheet of paper, making your plan easy to understand and explain to boards, staff, and major donors.

Education Track

Trends and Innovation (which includes: Entrepreneurship, New Fundraising Practices, Technology, and Big Ideas)

Speakers

Bernard Ross

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Bernard Ross is the director of a consultancy working worldwide for ethical organizations. He is the author of a number of books, including one on behavioral economics with Omar Mahmoud, head of knowledge at UNICEF. Bernard has created global strategies for the Red Cross, Amnesty International, Doctors Without Borders, and UNICEF. He’s raised money to refurbish the Eiffel Tower, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.

Alan Hutson

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Alan Hutson is the managing partner of The Monument Group and a senior consultant at The Management Centre (=mc). Alan’s recent international engagements have included work with African Development Solutions, UNICEF on its next global fundraising strategy, and IFRC (the International Federation of Red Cross and Red Crescent Societies) on its midterm global fundraising strategy review. In 2016, Alan presented at China’s first-ever global fundraising conference, and in 2018, he presented at Japan’s global fundraising conference.

Thomas Kurmann

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TThomas Kurmann has been working in fundraising leadership positions for over 14 years and is currently the director of fundraising at Doctors Without Borders - USA (MSF-USA), the largest and most successful of the MSF members worldwide. Over the last five years, he has transformed the income of MSF-USA, growing it by almost 100 percent.
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