education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2024. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.
- Current & Prospective Donor Research
- Ethics, Accountability & Professionalism
- Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
- Leadership & Management (Sponsored by Lindauer Global)
- Relationship Building (Sponsored by GolfStatus)
- Securing the Gift Track (Sponsored by Mission CRM)
- Volunteer Involvement
Leadership_and_management
Sun, Apr 7, 2024
9:00am - 10:15am
Room 701A
The Downside of Donor Centric Fundraising
Donor centric fundraising states we should center donor interests, motivations, needs and values. In doing so, do we ignore the needs of the communities we serve? What is the downside of donor centric fundraising? Learn how to identify the problems of the improper application of donor centric fundraising.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Angela Barnes, CFRE, MBA
Jack Alotto, CFRE, MA
Consultant - Consultant and Educator
Jack has served in a variety of fundraising leadership roles in healthcare, social services, and the arts sectors. His commitment to philanthropy led him to serve as a trainer at the Fundraising Academy at National University, with focuses on cause selling, fundraising basics, and major gifts, since 2019. Dedicated to the professional development of fundraisers, Jack is a CFRE ambassador, while working diligently to advance DEI in the sector.Sun, Apr 7, 2024
9:00am - 10:15am
Room 717 A/B
Making Sense of Fundraising: What’s Working in ’24 and More
There are dozens of different industry trend reports - how do we make sense of what's a bright shiny object and what really works? In this session we'll review all the trends, discuss what's working, and workshop a plan you can implement to make the most of fundraising research. Eligible for 1.25 ACFRE credits in Leadership and Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Clay Buck, CFRE, AFP Master Trainer
TCB Fundraising - Founder and Principal
T. Clay Buck, CFRE is the Founder of TCB Fundraising, a fundraising and nonprofit communications consultancy focusing on data-informed strategies to strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked nonprofits across the country. He is an AFP Master Trainer and holds the certificate in Philanthropic Psychology. He is also the co-creator of The Fundraiser’s Planner, Lead Fundraising Coach at iWave and the Chair of the IDEA Committee for AFP Global.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 601 A/B
Inspire and Influence Others to Act: Get Out of Your Head. Get Into Your Heart
Do you need someone to support your organization? Are you trying to get others excited about following your lead? Do you have an idea that you want others to get behind? In this session, we will teach you a framework to communicate more effectively to influence others, to refine your storytelling and access and leverage your secret weapon - your authentic voice.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Tiffany Quivers, MA
Sun, Apr 7, 2024
10:45am - 12:00pm
Room 714 A/B
So, You’re Thinking About Leadership?
Being a fundraiser doesn’t prepare you to be a leader. Often though, career advancement only comes from moving into a leadership role. Join an interactive workshop to identify the skills needed to advance, how to prepare for a leadership role, and what to do once you get there.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
McMaster University - Manager, Estate Giving & Legacy Planning
Everyone deserves an education, regardless of financial background and access to education creates a more just and equitable world. As Manager, Estate Giving and Legacy Planning at McMaster University, Eli aligns opportunities to support students with donor’s philanthropic interests. Prior to McMaster, Eli was a Senior Development Officer, Gift Planning at the University of Toronto after overseeing the Multiple Sclerosis Society of Canada’s legacy giving program.
Huron University College - Associate Vice President, Advancement
Justin Pilon is the Associate Vice President, Advancement at Huron Unviersity College, an affiliate of the University of Western Ontario dedicated to educating Leaders with Heart. With over 10 years of experience in higher-education philanthropy, Justin is a passionate facilitator of conversations that help donors and organizations achieve their philanthropic and fundraising goals and create opportunities for students to pursue a world-class education. Justin is the Past Chair of the London Ontario Chapter of CAGP.
Dalla Lana School of Public Health, University of Toronto - Director of Advancement
Afshaan thrives on building strong, authentic relationships. Her work experience includes mid-level and major gift fundraising, gift implementation and volunteer engagement. She is passionate about continuous learning and inclusive leadership. She describes herself as a big picture thinker and facilitator of valuable conversations that drive impact and bring about change. Currently she is Director of Advancement for the Dalla Lana School of Public Health at the University of Toronto.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 801 B
The Journey from 2 to 10 Million: Capital Campaigns and Identity
The Perley Health Foundation undertook – in a timespan of 3 years – a rebrand, a new vision for the organization and launched a $10 Million dollar Capital Campaign that dwarfs their typical annual $2 Million goal. Attend to hear the seven leadership learnings from a leader and executive coach.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Delphine Hasle, CFRE
Perley Health Foundation - Executive Director
Delphine Hasle is a motivated professional, adept and experienced in setting philanthropic strategies and performance measures from annual programs through to capital campaigns. As Executive Director of Perley Health, she has extensive experience with operational and financial management and reporting at the C-Suite and Boardroom levels. She is at her best when working as a conduit between the donor and the institution.Jenny Mitchell, CFRE, PhD, CEC
Chavender - Founder and CEO
Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell (CFRE, DMA), works closely with not-for-profit leaders to change the world - one mission at a time. Before completing her CFRE, Jenny trained as a classical musician and earned her Doctorate of Musical Arts. She brings her creative approach, her drive for excellence, and her passion for people to the world of not-for-profits.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 718 A
Before Lights, Camera, ACTION!
Blockbusters get all the press. But even in Hollywood, there’s a lot that happens before the opening curtain. Join us as we look behind the scenes of how philanthropic producers (AKA fundraisers) partner with leadership talent. Together we’ll discuss how cast and crew work together to build a giving culture. Eligible for 1.25 ACFRE credits in Leadership and Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Joy C. McKee, ACFRE, CFRE, MBA
UCLA College of Letters and Science - Executive Director of Development, Undergraduate Education
Joy McKee, ACFRE is the Executive Director of Development for UCLA’s Division of Undergraduate Education in the College of Letters and Science. Her 22+ year fundraising career has been dedicated to building a culture of collaborative philanthropy. Under her leadership, she and her team raised over $48 million during a $5.4 billion campaign for UCLA. She has served on the ACFRE Credentialing Board and currently serves on the AFP Greater San Fernando Valley Chapter board.Benjamin Mohler, ACFRE, CFRE, MA
GivingThree - Chief Executive and Principal Consultant
Ben Mohler is the chief executive of GivingThree. Prior to this he served in key advancement roles for Kentucky Community and Technical College System, Eastern Kentucky University, University of North Carolina at Charlotte, Cedarville University, and University of Texas at Austin. Mohler has served previously as a member of the ACFRE Credentialing Board. He currently serves on the AHP Journal Advisory Council and the boards of both AFP Global and United Way of Kentucky.
UCLA - Executive Director, International Education Office
Magdalena Barragán is the Executive Director for the UCLA International Education Office. She has 23-years of experience working with international students and study abroad experiences, including managing one of the nation’s largest MBA Exchange Programs. She has successfully recruited international students and managed over 100 outbound programs for UCLA. Her current efforts are focused on creating a long-term relationship with prior program participants where students gain greater career and networking value for their experience abroad.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 601 A/B
Taking Care of Your Workforce: Innovations in Mental Health Care
A key part of an organization’s success is the strong mental health and wellbeing of its workforce. This session will address the state of mental health and its connection with corporate prosperity. We will then examine innovations that can elevate menial health in the workplace.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Linda McGhee, JD, PhD
Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 602 A/B
She Leads: Navigating Leadership in Nonprofit and Beyond (Presented by Donor Perfect)
Join us for an in-depth exploration of the critical elements of leadership in the nonprofit sector, with a specific focus on empowering women to take on key leadership roles. This session provides a comprehensive framework for women leaders to navigate the complexities of leadership, including understanding key statistics and trends that impact the sector, identifying and articulating core values, building a strong personal brand, setting ambitious yet achievable goals, seeking out valuable mentorship opportunities, and embracing diverse perspectives and approaches to problem-solving. By honing these skills and capabilities, participants will be better equipped to unlock their full potential as leaders and drive meaningful change within their organizations and communities.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
DonorPerfect - President
Lauren Sheehan is President of SofterWare and has been with the company since 2008. Her and her teams have helped thousands of nonprofits achieve their goals and improve the efficiency of their operations through better, smarter use of technology. Lauren is active within her community and currently serves as a Vice President on the Board of Directors for Pennypack Farm and Education Center, a nonprofit organization located in Horsham PA.Mallory Erickson, MA
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework - the Power Partners Formula™? - Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 718 B
Women’s Leadership Journeys: Success in the face of organizational design, diversity and imposed imposter syndrome
Using a storytelling style, join in the conversation of common leadership challenges as four women reflect on their journeys to executive C-suite roles, attaining success for their organization and their careers. Eligible for 1.25 ACFRE credits in Leadership and Management
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Cox and Co. - Principle
Mojdeh Cox brings people together to have challenging conversations around complex issues, develop and execute action plans. For over a decade, Mojdeh has coached organizational and community leaders, businesses and not-for-profit organizations re-imagining their work through heightened equity lens'. Mojdeh speaks, writes and provides media commentary on issues impacting communities.Sherry Schaefer, MHS
CapitalCare Foundation - Director, Foundation and Community Engagement
With 35 years in leadership, Sherry has devoted her skills to mentorship programs, and leadership development. Focusing on team building, communication and business relationship skillsets, she has helped many new leaders hone in on their skills and assets. Sherry attributes her success within healthcare to her ability and learned skills in negotiation, leveraging, and focused networking. lead amazing teams, committed to the goals of the organization and succeed at incredible outcomes.Delphine Hasle, CFRE
Perley Health Foundation - Executive Director
Delphine Hasle is a motivated professional, adept and experienced in setting philanthropic strategies and performance measures from annual programs through to capital campaigns. As Executive Director of Perley Health, she has extensive experience with operational and financial management and reporting at the C-Suite and Boardroom levels. She is at her best when working as a conduit between the donor and the institution.
Rutgers University - Dean, Douglass Residential College
Meghan Rehbein serves as the eleventh Dean of Douglass, a role she has held since July 2022. Dr. Rehbein joined Douglass in 2018, serving most recently as Associate Dean for Strategic Initiatives where she developed new opportunities for collaboration, with a special focus on communications and sustainability. Prior to that, she led the record-breaking conclusion of the highly successful Power of 100 Years Campaign on behalf of Douglass.Mon, Apr 8, 2024
8:00am - 9:15am
Room 718 B
Stepping Out to Fit In: How diverse consultants are reaching success on their own terms
Sometimes the best way to change the system is from the outside. From this panel you’ll hear from a diverse group of fundraisers who found more alignment, freedom, and success working as consultants. Understand how they incorporated their identities into their work to show up authentically as their whole selves.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Cindy Wagman, CFRE, MBA
The Good Partnership Inc. - The Good Partnership Inc.
Cindy Wagman is the President and Founder of The Good Partnership, home to the Fractional Fundraising Movement. Cindy became a Certified Fundraising Executive in 2009 and received her MBA from the Rotman School at the University of Toronto in 2013.She is the host of the top-rated The Small Nonprofit podcast, and best-selling author of Raise It! The Reluctant Fundraiser’s Guide to Raising Money Without Selling Your Soul.Emma Lewzey, CFRE
Blue Sky Philanthropy - CEO
Emma Lewzey is an award-winning fundraising expert with 25 years experience raising millions of dollars across the arts, education, health and human services sectors. She’s the founder and lead consultant at Blue Sky Philanthropy, where she works with nonprofits to increase their impact and exceed their fundraising goals by helping them raise more 5, 6 and 7-figure donations. Emma is an active leader, mentor, and proud member of the 2SLGBTQ+ community.
Rhea Wong - CEO
Rhea is a nonprofit fundraising expert specializing in major individual donors and establishing individual giving programs. She has raised millions in private philanthropy, mentored fundraising leaders, and received accolades such as the SmartCEO Brava Award and NY Nonprofit Media's 40 under 40. Rhea is based in Brooklyn, hosts the Nonprofit Lowdown podcast, authored the book Get that Money, Honey!, and dabbles in stand-up comedy.Mon, Apr 8, 2024
8:00am - 9:15am
Room 602 A/B
Let’s Get Critical: Rethinking Research & Evidence for the Sake of Better Practice
Research and evidence are a driving force in fundraising’s evolution…But what happens when the stuff of “best practice” is flawed or biased? In this session, you’ll gain a simple tool for critically evaluating and applying research so you can use it in service of your own better practice. Eligible for 1.25 ACFRE credits in Leadership and Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Nate Levin-Aspenson, MPA
Simone Labbance, MA
Impact Innovations - CEO & Fractional Fundraiser
Simone Labony Labbance is a Bengali American fundraiser, activist, and community builder. Her expertise is grounded in her MA in Philanthropy and Development from Saint Mary's University of MN. Currently, Simone works as the CEO and Fractional Fundraiser for Impact Innovations; she is a certified member of the Fractional Fundraiser Network. Simone has fundraised for a number of causes including BIPOC spaces, diaspora community wellness, anti-child sex trafficking, health equity, and academic medical research.Mon, Apr 8, 2024
8:00am - 9:15am
Room 803 A/B
Low–Code App Development: A First Step to Creating Your Own AI–Powered Tools (Presented by Blackbaud)
What's possible when you empower business users and admins to create software solutions using low-code development tools? Those closest to your operational challenges are armed with AI power and other transformational approaches. With free tools and low-code approaches to application, your team can develop custom solutions to solve operational challenges, automate clumsy processes, drive efficiency, and fuel social impact. Want to take advantage of these capabilities? Come explore examples of how low-code approaches can be used to solve operational challenges and get valuable resources to help organizations of all sizes launch and govern their low-code programs. Whether you’re interested in creating your own apps or equipping your team, you’ll leave with actionable next steps to embrace this new frontier.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Blackbaud - Principal Product Manager, Innovation
Heather McLean began her career as a nonprofit marketer and fundraiser. Since she joined Blackbaud, Heather has been a chief evangelist for customer low-code adoption and expansion of developer tools with the Microsoft Power Platform.
North York General Foundation - Chief Information Officer
John is the Chief Information Officer at the North York General Foundation with a rich background in technology, business intelligence, and information systems management across various organizations within the healthcare and nonprofit sectors. With over two decades of experience, he has demonstrated a profound ability to lead and innovate in the domain of data management, CRM systems, and digital transformation.Mon, Apr 8, 2024
10:15am - 11:30am
Room 602 A/B
Planning and Budgeting for Fundraising Success
Fundraising goals are often fill-the-gap numbers. The finance team created a budget and worked backwards to determine the fundraising goal. As a profession, we know how well this works! Let’s change that process. This session gives development professionals the knowledge and tools they need to build meaningful goals and budgets.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Kerri Mollard, MA, CGC, WBE
Mollard Consulting - Founder & CEO
Kerri Mollard, CEO, is a sought-after consultant and speaker, and a respected authority on fundraising, board governance, and planning. She has served more than 100 clients, and thousands more through speaking, since founding Mollard Consulting in 2003. Prior to consulting, she worked in positions as varied as PR coordinator, development director, and executive director. She has an MA from Indiana University, BA from Ohio State University, and a Certificate of Nonprofit Board Consulting from BoardSource.Mon, Apr 8, 2024
10:15am - 11:30am
Room 701A
De-Mystifying AI: Making sense of ChatGPT and Fundraising in the Age of AI
What do nonprofit leaders need to know about AI and how it’s re-shaping fundraising? What have we learned so far, and what's on the road ahead? Join me for a walkthrough of the big questions facing fundraising leaders after an exciting first year of fundraising with Artificial Intelligence (AI) innovation.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
George Irish, MA
Amnesty International Canada - Digital Strategist
George Irish is a seasoned digital fundraising strategist and technologist, with 25 years of experience advising nonprofits and charities in Canada, US, and globally. He currently leads digital strategy and fundraising innovation at Amnesty International Canada. As a fundraising data strategist and tech developer, he explores the potential of artificial intelligence (AI) tools, such as ChatGPT and machine learning, to revolutionize fundraising. George shares insights on the synergy between fundraising and AI at FundraisingwithAI.comMon, Apr 8, 2024
10:15am - 11:30am
Room 601 A/B
Demystifying Wellbeing: Taking the “Woo Woo” out of Individual and Organizational Wellbeing
This interactive session will focus on demystifying “wellbeing” by sharing research and practical examples of the how to prioritize individual and organizational wellbeing. The session will illuminate the importance of wellbeing as foundational element for leadership. The session will also highlight the important connection between wellbeing and inclusion.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Mon, Apr 8, 2024
10:15am - 11:30am
Room 718 A
Mastering the Art of Year-Round Donor Engagement: Strategies to Acquire, Retain, and Inspire Donors (Presented by GiveSmart)
In a landscape marked by dwindling donors, retention, and engagement, it's time for bold steps toward sustainable growth. Join us to learn how to identify donor gaps and opportunities, implement a year-round fundraising approach, and expand your donor base to raise more in 2024 and beyond. Learn how to understand your fundraising outcomes and how they fit into your organization’s overall financial puzzle to identify potential fundraising opportunities and donor segments. Walk away with actionable fundraising insights and real-life nonprofit fundraising campaign ideas.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Mon, Apr 8, 2024
10:15am - 11:30am
Room 715 A/B
(CANCELLED) Exploring the Influence, Trends, and Education of the Hispanic and Latinx Community in American Philanthropy
Join Anthony for an insightful discussion that delves into the dynamic world of philanthropy within the Hispanic and Latinx community in the United States. This session aims to shed light on the profound impact, evolving trends, and the crucial role that education will play in shaping the philanthropic landscape among this diverse and vibrant demographic for years to come.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Catapult Fundraising, Inc. - President
Anthony is one of the nation’s leading fundraising consultants with over three decades of expertise in capital campaigns, direct marketing and telefundraising. He is the AFP NJ 2021 recipient of the Consulting Excellence Award. He is also the 2023 recipient of the AFP Las Vegas Outstanding Fundraising Professional award. Anthony served on the boards of AFP New Jersey, AFP Las Vegas, The Giving Institute, Giving USA, and the AFP Foundation for Philanthropy.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 601 A/B
From Young Pro to Emerging Leader: How to maximize AFP to build your career!
What we are hearing: “Emerging Leaders are jack-of-all-trades, masters of none.” With a projected 10-year growth in the fundraising profession of 14%, emerging leaders need to strategically maximize their growth potential. Hear how four young, diverse professionals catapulted their careers by maximizing their professional experience to become leaders.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Allison Plattsmier, CFRE, Ed.D, CAP, ANCP, GPC
Jordan Thomas Foundation - Executive Director
Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.Jarrod Williams, CFRE, MBLI
Urban League of Greater Pittsburgh (ULGP) - Director of Development and External Relations
Jarrod Williams is a courageous, strategic, and results-orientated development professional that is committed to creating a true culture of philanthropy for non-profits. He is currently the Director of Development and External Relations for the Urban League of Greater Pittsburgh (ULGP). He is responsible for planning, implementing, and directing comprehensive strategies for fundraising, marketing, events, and volunteer programs. Jarrod is a proud Certified Fundraising Executive (CFRE) and member of the Men of Color in Development (MOCID).Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Refugee of war. Immigrant. Difference-maker. Dzenan Berberovic (JE-nahn Bur-bur-oh-vik) was born in one of the poorest countries of the world, war-torn Bosnia. A resident of a refugee camp and Germany for six years, Dzenan and his mother immigrated to the US when he was nine years old. Today, Dzenan he serves Avera, one of the largest health systems, as Chief Philanthropy Officer. Inspired by a stranger’s generosity, Dzenan was led to his life’s work: philanthropy.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 716 A/B
How to engage your board in fundraising
Get your answers here! This session is for Senior Leaders (EDs, DoDs, Board): Ask your most important questions about how to engage your board in the fundraising process either through special projects or capital campaigns. Pick the minds of some of the most successful and knowledgeable leaders in
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Roger Ali, MBA, CFRE, CFRE, MBA, C. Dir (Chartered Director)
Skystone Partners - President & CEO
Liz has more than 20 years of experience working for and with nonprofits. She joined Skystone Partners in 2007 as a senior consultant, became managing partner in 2010, and president and CEO in 2013. Liz has volunteered with the Association of Fundraising Professionals (AFP) Greater Cincinnati Chapter where she was a founding member of the Ethics Committee, AFP International.Penelope Cagney, CFRE, MA, MFA
The Cagney Company - President and CEO
Penelope Cagney, MFA, MA, CFRE, President of The Cagney Company, edited “Global Best Practices for CSO, NGO and Other Nonprofit Boards”; co-edited the 2015 Skystone Partners Research Prize winner “Global Fundraising: How the World is Changing the Rules of Philanthropy”; and authored “Nonprofit Consulting Essentials: What Every Nonprofit and Consultant Needs to Know”. Penelope serves on the board of the AFP Global US Foundation for Philanthropy and previously on the AFP Global Association Board.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 803 A/B
Manage and measure your impact as a strategic asset
Do you want to leverage your environmental and social impact to mobilize resources more effectively? Are you looking to measure and communicate your current impact better? In this session, we will help you create impact management plans that engage your stakeholders, meaningfully measure outcomes, and strengthen your fundraising strategies.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Relativ Impact - Managing Director
Sarah Nielsen is the Managing Director of Relativ Impact, an impact solutions provider serving purpose-driven organizations in over forty countries. She has experienced in multiple levels and areas of social sector management including fundraising, communications, impact measurement, and project development. Sarah completed post-graduate studies in fundraising management and international development in Canada before working in development roles across Southern Africa.Colin Habberton, PhD
Relativ Impact - Co-Founder
Colin Habberton is Co-Founder of Relativ Impact, an impact solutions provider based in South Africa, Canada, and New Zealand, serving investors, corporates, social enterprises, foundations, government agencies, and nonprofits. His PhD research focused on the decision-making dynamics of institutional investors towards responsible investing. Through academic research and professional practice, Colin has focused on building tools and processes to support organizations in identifying, managing, and amplifying their impact for more than 15 years.Tue, Apr 9, 2024
8:00am - 9:15am
Room 714 A/B
Development and Communications Teams Working Together: How to Get Along and Get On With It
This session courageously explores this age-old friction, including research results on what Fundraising and Communications teams face in trying to working together collaboratively. We present common tensions and creative solutions on how teams can build stronger collaborative processes and relationships -- without sacrificing each of their important missions.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Misty McLaughlin, MA
Cause Craft Consulting - Principal and Founder
Misty McLaughlin is Principal of Cause Craft, a small-scale, high-impact organizational design firm that helps nonprofits to build up their capacity for fundraising and marketing. Equal parts nonprofit expert, organizational development strategist, and supporter-engagement maven, she helps fundraisers navigate critical times of change. Her expertise spans assessing opportunities for an organization to grow and scale, creating strategic and tactical roadmaps to get there, and supporting the process of implementing the necessary change.
Cause Craft Consulting - Principal and Founder
Alice Hendricks is Principal of Cause Craft, a small-scale, high-impact organizational design firm that helps nonprofits to build up their capacity for fundraising and marketing. She has provided executive coaching, organization development, process design, technology readiness and staffing strategy to leaders across the sector. Her particular gift involves identifying the wisdom within nonprofits and offering a holistic approach to making organizational change, and her mission is to help organizations thrive in a digital world.Tue, Apr 9, 2024
8:00am - 9:15am
Room 716 A/B
Continuing the Conversation on being an Equitable, Inclusive, Diverse Leader
To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Government of Canada - Senior Advisor
Sana Mahboob is an enormous advocate for the communities she serves, a seasoned speaker across the globe, and a morning show guest in Pakistan. Sana continues to serve on local, national, and international Boards. With over a decade of diverse experiences, Sana has a transparent and truthful discussion style, and as an immigrant to Canada, she brings a diverse perspective and passion to everything she does professionally, and personally.
Michael Baker, CFRE, AFP Master Trainer
m3 Development - Partner & Founder
Michael J. Baker, CFRE, is founder and partner of m3 Development, a full-service consulting firm. Michael has over 30 years of experience, is an AFP Master Trainer, serves on the Board of the Marlboro Educational Foundation, and as an Ambassador for CFRE International. Michael served on the AFP Global Board, is Past-President of the AFP–NJ Chapter, has a BA from the University at Albany, SUNY, and is an Eagle Scout.Don Baker, AFP Master Trainer, MPA
FAME, Inc. - Chief Executive Officer
For over 20 years, Don has invested his time to serve people in and around Delaware. Before becoming CEO of FAME, Inc., Don built a reputation for tackling the root causes of social issues including hunger, poverty, social/racial justice, and education. Don received his formal training at Morehouse College as a Political Science Pre-law major. Don was one of the Delaware Valley’s first Standards for Excellence ® Licensed Consultants and AFP Certified Master Trainers.Tue, Apr 9, 2024
8:00am - 9:15am
Room 803 A/B
The Cockpit, Congress, and Charities: Stories from a Nonprofit CEO (Presented by CharityEngine)
From flying Navy jets to lobbying for the beer industry to serving as the CEO (and savior) of Help Heal Veterans, “Captain Joe” McClain has overcome challenges in many forms. In this presentation, he will share inspiring stories from the military, political, and nonprofit sectors. Through his personal anecdotes and practical insights, nonprofit executives will learn how to apply leadership principles, turn obstacles into opportunities, and foster a culture of resilience in their organizations. Join CharityEngine’s Director of Client Success, Alexis Langley, CAE, as she chats with Joe about his unique career and lessons he’s learned.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Alexis Langley, CAE
CharityEngine - Director of Client Success
Alexis Langley, CAE, is a relationship-building, technology-loving problem solver. As a proud Certified Association Executive with a decade of experience serving the non-profit industry, Alexis has empowered countless mission-driven organizations to raise more money, engage their communities, and grow their impact. In her current role as CharityEngine's Director of Client Success, Alexis helps clients maximize their experience and achieve their goals.Joseph McClain, MA
Help Heal Veterans - CEO
Joe McClain serves as the CEO of Help Heal Veterans whose mission is to heal the invisible wounds of war through creativity by manufacturing and distributing therapeutic crafts supporting VA/military health care. His unique background includes flying jets and command-at-sea in the Navy; and developing and executing the legislative strategy for the beer industry as President of the Beer Institute trade association. Joe is a graduate of the U.S. Naval Academy.Tue, Apr 9, 2024
8:00am - 9:15am
Room 715 A/B
CANCELLED Unleashing Leadership Potential: Coaching for Nonprofit Success and Building Inclusive Teams
Unleash your leadership potential and build strong, diverse, and inclusive teams in your nonprofit organization. This interactive workshop using John Maxwell's leadership principles teaches effective communication, team-building strategies, and how to create a culture of success. Gain valuable insights and actionable steps to enhance your leadership skills.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Dale Richardson, JD
Tue, Apr 9, 2024
10:15am - 11:30am
Room 713 A/B
Big Donors Love Big Ideas: Vision & Innovation Leading to Major Gifts
Since big donors love big ideas, nonprofits need to cast vision and innovate to devise the major opportunities that captivate major gift donors. An easy-to-use framework for identifying a compelling vision, a six-step innovation process, and a paper clip will strengthen your ability to craft big ideas for big donors.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Bill Stanczykiewicz, MA, EdD
Indiana University Lilly Family School of Philanth - Senior Assistant Dean, External Relations
Bill Stanczykiewicz serves as senior assistant dean for external relations at the Indiana University Lilly Family School of philanthropy where he directs The Fund Raising School. Bill has been associated with raising more than $120 million for small, medium, and large nonprofits over the last 25 years as a staff and board member in the philanthropic sector.Tue, Apr 9, 2024
10:15am - 11:30am
Room 717 A/B
Brand Your Capital Campaign for Success
Boost your next capital or comprehensive campaign by strategically branding that initiative. In this session, you will learn why branding a campaign is important, how it can enhance your organization's visibility and reputation, and what the four key milestones of campaign branding are and how to reach them.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Lori Woehrle, MBA
Leapfrog Group - Editorial Director
Lori Woehrle, immediate past president of AFP-DC, is a branding expert who lives at the intersection of marketing and fundraising. She has helped nonprofits in healthcare, education, culture and human services raise their visibility and increase engagement through strategic branding, marketing and communications. She serves as editorial director of Leapfrog Group and is writing a book on marketing for fundraising.Tue, Apr 9, 2024
10:15am - 11:30am
Room 718 B
Becoming a Changemaker: How Fundraisers are Positioned for Advancing Equity
Fundraisers are changemakers. We identify issues, make connections, generate support, and solve problems. These attributes make fundraisers well-positioned for leadership roles helping advance inclusion, diversity, equity, and access in our organizations at any level. This session will share personal stories, identify skills and provide resources for your IDEA success.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
HC & Associates - Principal
Helen Hyo-Kyung Choi is a Certified Fund Raising Executive. She is a dynamic, empathetic and experienced community builder and speaker. She is also a leading public relations consultant to nonprofits, public sector organizations and socially conscious driven for-profit enterprises. She is a strong advocate for compassion, generosity and thoughtful investment in causes related to vulnerable women and children. In total, she has raised over $15 million dollars through her consultancy.Terrel White, MSA, MSW
Center for Nonprofit Excellence - Director of Advancement
Terrel White (he/him/his) was born and raised in Detroit, Michigan, and is currently the Director of Advancement at the Center for Nonprofit Excellence in Charlottesville, Virginia. Before his current role, he has worked across the country within universities in multiple facets of fundraising. He holds a Master of Social Work as a macro practitioner, focusing on social change, innovation, and policy advocacy; a Master’s in Administration with a concentration in nonprofit administration and philanthropy.Jonathan Meagher-Zayas, CFRE, MSW, MPA, CDP
Equity Warrior Strategies LLC - Owner & Chief Strategist
Jonathan (he/him) is a Queer Latinx Millennial nonprofit strategist dedicated to addressing equity issues, building capacity, engaging the community, motivating new impact leaders, and getting stuff done. Jonathan wears many professional hats including fundraiser, nonprofit strategist, coach, trainer, adjunct professor, and macro social worker. He leads Equity Warrior Strategies LLC, a consulting company that provides leadership development education and coaching, community engagement strategic planning, and equity training and assessments to the social impact sector.
Carlos Rosario International Public Charter School - Director Of Development And Communications
Inspired by her family of immigrants, Chrissey strives to break the barriers facing women of color, to lift up and support other people from immigrant backgrounds, and to build community with other fundraisers. As a fundraising professional, she has built and expanded fundraising programs in Texas, Chicago, and Washington, D.C., and has led nonprofit leadership teams through fundraising growth and strategic challenges. To date, she has raised over $18 million for causes nationwide.Tue, Apr 9, 2024
10:15am - 11:30am
Room 601 A/B
How We're Transforming Our AFP Chapter Through a Commitment to IDEA
AFP Silicon Valley Board Members will share how they're transforming CA Chapters with the innovative IDEA Fellowship for diverse fundraisers. Learn about launching the program with provided tools and templates after a group discussion and interactive brainstorm about your Chapters commitment to IDEA.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Julia Zarcone, MA
Opera San Jose - Director of Development
Julia Zarcone is an accomplished strategist, fundraiser, board coach, and non-profit leader. Her fifteen years of service as an Executive Director and Major Gifts officer equips her with a depth of knowledge and expertise to advise and manage complex projects and complex people. Julia enjoys deep dives into process, teaching teams to function with integrity and transparency and guiding people to their best wisdom and most vibrant performance.Manju Ramachandran, CFRE
San Jose State University - Director of Development
Inspired to be “in service to others,” Manju Ramachandran works with donors to give their time, treasure, and talent to close the equity gap in the Bay Area and has raised over $10MM to support programs at SJSU, India Community Center, Second Harvest Food Bank and All Stars Helping Kids. Manju co-founded the Inclusion, Diversity, Equity, and Access (IDEA) fellowship for AFP Silicon Valley/Golden Gate to ensure all voices are included in philanthropy.Tue, Apr 9, 2024
10:15am - 11:30am
Room 602 A/B
Building a Sustainable Fundraising Plan: A Research-backed Guide to Healthy Fundraising (Presented by Qgiv)
With rising costs, the Great Resignation, and donor numbers declining, nonprofit leaders face increased pressure to keep their teams motivated to raise more money with even fewer resources. What can be done to address these challenges? Qgiv’s Sustainable Giving Report sought to answer that question! Join us to learn how you promote wellness and job satisfaction within your organization and ultimately improve staff retention, donor relations, and revenue.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Qgiv - Public Relations and Communications Manager
Melaina’s experience working on successful fundraising teams and political campaigns gives her a unique outlook on how to approach diverse audiences. Before joining Qgiv, she served as the Director of Annual Giving for Florida Southern College, leading several successful giving days including the College’s most successful giving day on record. Now as Qgiv’s Public Relations and Communications Manager, Melaina stays busy collaborating on multi-channel marketing campaigns and developing content for the company’s nonprofit audience.Mallory Erickson, MA
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework - the Power Partners Formula™? - Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals.Emily Bell, MPIA, MSW
Cherian Koshy, CFRE
Kindsight (iWave+ UCinnovation + NOS) - VP of Product Strategy- Kindsight (formerly iWave).
Cherian Koshy, VP of Product Strategy at iWave, is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), and AFP Master Trainer. He is the founder of the Nonprofit Operating System (now an iWave product), a comprehensive platform designed to help organizations streamline their operations and maximize their impact. Prior to starting NonprofitOS, Cherian spent more twenty five years working in the nonprofit sector, working with thousands of donors and raising millionsTue, Apr 9, 2024
10:45am - 11:15am
Learning Lab 2
Unlocking Impact: Exploring the Power of Impact Frameworks for Nonprofits (Learning Lab) Presented by UpMetrics
Unlock your nonprofit’s impact potential with our transformative session on crafting impact frameworks. Discover why impact frameworks are essential for operationalizing your impact, including measuring progress, driving continuous improvement, and showcasing outcomes to attract support from funders and donors. In essence, an Impact Framework is more than a tool; it's a blueprint for driving meaningful change, maximizing effectiveness, and instilling confidence in stakeholders. Learn to articulate your mission and objectives with clarity, and select the right metrics to measure progress towards goals. This session equips you with the skills and insights needed to measure, communicate, and amplify your nonprofit's impact.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
UpMetrics
As a Sales Engineer at UpMetrics, Kiva combines her technical expertise with a passion for social impact. With a focus on crafting innovative solutions that promote increased collaboration and transparency across philanthropy, she bridges the gap between technology and social change by empowering nonprofit organizations to leverage their data to measure and maximize their impact efficiently.Tue, Apr 9, 2024
11:30am - 12:00pm
Learning Lab 2
Tech for Impact: A Look at 2024 Nonprofit Trends (Learning Lab) Presented by Sage
As Managing Director for Sage in North America, Mark Hickman empowers U.S. and Canadian businesses by simplifying workflows to break down barriers and achieve growth. With more than 20 years of experience at the executive management and leadership-levels, where he consistently grew revenues at leading organizations, Mark brings a wealth of knowledge essential to successfully navigate the channel, partner, and SMB landscapes in North America. As a leader, Mark looks to empower colleagues, partners, and customers to seek out solutions through creativity and innovation.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
