education sessions

Please note: For the most up-to-date and current information on all conference sessions, speakers, exhibitors and events - including all changes and cancellations - please download and use the AFP ICON 2019 app. Learn more and download the app here: https://afpglobal.org/app

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.
*Session times, dates and assigned rooms subject to change.

March 31

9:00am - 10:15am

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)

Handouts
325PPPCultivationBESPOKEEXAMPLESFROMTEACHING.docx 325PPPCultivation2019AFPSanAntonio12119.pptx
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.

March 31

9:00am - 10:15am

Room
206

How to Dial Down the Overwhelm

Burnout may be the greatest challenge of your career. In fact, it has become an occupational hazard among development directors. But it doesn't have to be. Let's bust the myth that overwork is the only path to professional success. You'll learn: the three signs you're burning out, seven ways to dial down the overwhelm, and the number one thing you can do to dramatically improve not just your work, but your life.

Handouts
368CollinsPresentationslidesHowtoDialDowntheOverwhelm33119.pptx 368CollinsHandoutsHowtoDialDowntheOverwhelm33119.pdf
Speakers

Danielle Collins

Photo of Danielle Collins
As a professional coach, Danielle Collins is pioneering a movement to create a culture of wellbeing in the nonprofit world. She helps nonprofit employees who are burning out to renew their passion. Danielle has a long history as a fundraiser. After her third capital campaign, she burned out. Quite spectacularly. After re-evaluating her career, Danielle earned her Associate Certified Coach credential. Also, she's certified in Values2Wellbeing, and is a Wellness Inventory Coach.

March 31

9:00am - 10:15am

Room
214 C

The Brain TRUST: Working Productively With Your President/Executive Director and Board

When a motivated board, visionary chief executive, and experienced fund development professional team up, the result can be transformative. Learn how to build strong, productive relationships within the leadership team that are based on a shared vision and aligned priorities. Come away with ideas to implement at both the strategic and tactical levels. There will be opportunities to seek advice on specific problems, so come prepared!

Speakers

Tim Kubatzky

Photo of Tim Kubatzky
Tim Kubatzky, Assoc. Director of Development for the Annette Strauss Institute for Civic Life at UT-Austin, has 30 years of fund development experience working with boards, presidents, deans and executive directors. Tim has held positions of responsibility on comprehensive campaigns at The University of Texas, Rice University, Southwestern University in Georgetown, Austin Presbyterian Theological Seminary and the University of Houston. He earned a journalism degree from the University of Missouri.

Susan Nold

Photo of Susan Nold
Susan Nold is Director of the Annette Strauss Institute for Civic Life at UT- Austin. Generations of her East Texas family have participated in civic and political life at all levels. Her early experiences around politics and government led to a political science degree from SMU and a J.D. from UT-Austin. Before joining the Strauss Institute, Nold practiced law and served as an advisor and general counsel for a Texas state senator.

March 31

9:00am - 10:15am

Room
303

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)

Handouts
477AFPICONWhyYourDonorDoesntWantToMeetALindenberger.ppt
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?

March 31

9:00am - 10:15am

Room
214 A

The Next Generation of Giving

We can’t ignore it. Around the world, donor acquisition rates have fallen, and traditional channels alone aren’t cutting it anymore. The art and science of fundraising must adapt, or we might be in real trouble. Ashley Thompson will share how your organization can tap into the next generation of giving.

Speakers

Ashley Thompson

Photo of Ashley Thompson
Ashley Thompson is the managing director of the Blackbaud Institute for Philanthropic Impact (blackbaudinstitute.com). She is responsible for driving many of Blackbaud’s research reports and best-practice guides. Ashley’s passion for the nonprofit sector stems from her roots as a fundraiser and development marketer. She is on the Editorial Advisory Board of Nonprofit PRO and serves her local community on the board of AFP’s Greater Austin Chapter and as a Social Venture Partner with Mission Capital.

March 31

9:00am - 10:15am

Room
301

Microaggressions: A Major Hindrance to Effective Fundraising

Diversity, equity, and inclusion are core values throughout all aspects of our work. What are microaggressions and how do they keep development professionals from raising much-needed dollars to drive organizational impact? Join us for an interactive, facilitated WORKshop that will move us from conversation into action.

Speakers

Tanya Odom

Photo of Tanya Odom
Tanya M. Odom is a global consultant, coach, facilitator, teacher, writer, and thought leader. She has worked globally in over 30 countries as a consultant and facilitator for more than two decades, focusing on areas including diversity and inclusion, educational equity, mindfulness, coaching, inclusive leadership, girls’ leadership development, and youth empowerment/mentoring. Tanya’s unique career has allowed her to work in the education, private sector/corporate, not-for-profit/NGO, law enforcement, and university/college arenas.

March 31

9:00am - 10:15am

Room
217 C

Strategies to Successfully Undergo a Digital Transformation

Many organizations are looking to embrace technology but few know where to start. In this session we'll showcase the importance of undergoing a digital transformation, provide some recommendations on how to prepare, and highlight how to implement a change management strategy.

Speakers

Lori Freeman

Photo of Lori Freeman
Lori Freeman is Vice President, Nonprofit Industry Solutions and Strategy at Salesforce.org. She has 15 years of experience in the technology and nonprofit industry in cloud and application based offerings for nonprofits. Based in Austin, Texas, she began her nonprofit technology career at the American Cancer Society in the 1990s. Lori holds a Bachelor’s degree in Human Development and Family Studies from Kansas State University.

Jarrett O’Brien

Photo of Jarrett O’Brien
Jarrett is passionate about helping nonprofits build capacity and further their mission with technology. He focuses on the success of small organizations at Salesforce.org, as a Product Marketing Director on the Industry Solutions team. Before Salesforce.org, Jarrett founded a startup helping nonprofits with their software strategy, and connected missions with corporate partners. His background has been in marketing, consulting, and business development with software companies over the last 15 years.

Kelli Hudson

Photo of Kelli Hudson
Kelli Hudson is the Director of Fundraising Industry Solutions at Salesforce.org. Prior to Salesforce.org, Kelli was an ISV Technical Evangelist at Salesforce.com and held various roles at Convio including sales, solution engineering and CRM consultanting. Based in San Francisco, CA, Kelli holds a Bachelor’s degree in Telecommunications Engineering from the University of Texas - Dallas.

March 31

9:00am - 10:15am

Room
205

Ask for Anything... Artfully!

What if you had a specific three-sentence recipe to ask for anything? Get CLEAR on the mindset you need and how to use your asks to set intentions and create Relationship Action Plans for the steps leading up to the ask. Learn how to apply this formula to sponsors, operations, boards, endowments, and annual fund leadership gifts. You may rock at creating a great relationship, but the gift comes from a clear ask confidently delivered. 

Speakers

Marcy Heim

Photo of Marcy Heim
Marcy's a high-energy International major-gift expert, inspirational keynote speaker, life coach, author, singer and mom. She inspires mindset AND actions for optimal giving success and joy. She managed a University of Wisconsin advancement team for 23 years through 3 campaigns, one $1.8 B. Awarded CASE Crystal Apple, AFP Outstanding Fundraiser. Her book, Empowering Development Ambassadors, was translated into Spanish, 2018 by the AFP Foundation. Thousands have experienced “Making an Artful Ask” training with great results.

March 31

9:00am - 10:15am

Room
217 A

Social Styles in Fundraising for the Emerging Fundraiser

One of the pillars of success for fundraisers is knowing your social style. Understanding this early in your career creates a higher probability of success. The most effective fundraisers know what really drives the work of your nonprofit—your donors. Improve your fundraising results by understanding how your social style impacts your communication with potential donors. Explore how to gain insight into how your donor is thinking and find the best way to approach prospects.

Speakers

Tony Beall

Photo of Tony Beall
In 2010, Tony realized a vision and launched Mister Nonprofit Consultancy, a company focused on social change through the global development of social enterprise. Utilizing skills acquired from over 23 years of organizational leadership experience, Tony offers synergistic solutions to social enterprises in all critical areas of need. Tony has received numerous national and local awards; including a National Excellence Award from the Cystic Fibrosis Foundation, two time recipient of the American Express Chairman’s Award for Quality and the 2012 New Small Business of the Year Award from the Greater Fort Lauderdale Chamber of Commerce. Tony also serves as the President for the Center for Strategic Philanthropy & Civic Engagement and is an instructor for the Sanford Institute of Philanthropy.

Krista Berry Ortega

Photo of Krista Berry Ortega
Krista is the Director of the Sanford Institute of Philanthropy at National University. She is recognized as an innovative leader and has over 17 years of diverse nonprofit experience. Her specific areas of expertise are nonprofit management, philanthropy and community development with professional achievements in scaling organizational impact, developing successful teams, directing fundraising operations and business development, designing successful programs and special events (and getting rid of ones that aren’t successful), and leading culture change and transitions. Krista shares her expertise as an adjunct instructor at National University and Bellevue University. She is a member of the Association of Fundraising Professionals (AFP) and the Association of Talent Development (ATD).

March 31

9:00am - 10:15am

Room
304

“Hello Mr. Zuckerberg. Can We Have a Relationship?” (Eligible for 1.25 ACFRE credits in Ethics)

Supporters’ and donors’ attitudes of their privacy rights are changing the world over in the context of changes to data legislation and wider societal norms. You will learn how UK fundraisers have successfully responded to these cultural and regulatory changes, put more effort into understanding their supporters, put supporter preferences first, innovated in their approaches, and built deeper and more effective relationships for the benefit of their causes.

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.

Amanda Bringans

Photo of Amanda Bringans
Amanda has been Director of Fundraising at the British Heart Foundation since 2015. She has an impressive track record of experience having led fundraising teams at some of the UK’s most loved and supported charities. Her previous roles include Director of Global Fundraising and Communications at Voluntary Service Overseas (VSO) and 16 years working at Macmillan Cancer Support where she became Director of Fundraising. She has also held senior roles with Leonard Cheshire Disability and Battersea (Dogs & Cats Home). Amanda was appointed Chair of the Institute of Fundraising in 2017.

March 31

9:00am - 10:15am

Room
302

Growing Your Giving Day

We’ve left our goals in the dust for three 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)

Handouts
802TrinityUGrowGivingDayPresentation.pptx
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
As the director of University Marketing and Communications, Michelle works with a team of professionals to expand the brand awareness for Trinity, engage alumni, drive enrollment, and build the Trinity brand. She also oversees the implementation of the university's marketing initiatives in alignment with the Trinity Tomorrow Strategic Plan. Michelle is a project management professional (PMP) and is originally from Scottsdale, Arizona. She is a Trinity alumna, college athlete, and proud supporter of the local art and music scene.

Cynthia Uviedo

Photo of Cynthia Uviedo
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.

March 31

9:00am - 10:15am

Room
Hemisfair Ballroom C1

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)

Handouts
376CatalistAFPICONTrendsInCorporateSocialResponsibility.pdf
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.

March 31

9:00am - 10:15am

Room
Hemisfair Ballroom C3

Rebels, Renegades, and Pioneers / You Didn’t Say That!? Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations--with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation, and not walk away.

Handouts
673AFPRebelssaywhatResources.pdf 673AFPRebelssaywhat1.pdf
Speakers

Barbara Talisman

Photo of Barbara Talisman
Barbara Talisman, CFRE is known for her results-oriented, hands-on service to the nonprofit community. She worked on national political campaigns, American Red Cross National Headquarters and NPR before being recruited to work in Australia in 2016. Recently returned to the United States, she serves as Executive Director of College of Southern Nevada Foundation in Las Vegas. She is responsible for leading strategy and raising philanthropic gifts to support scholarship, academic excellence and educational programming. Barbara is an AFP Master Trainer and received her CFRE in 2014.

Clay Buck

Photo of Clay Buck
T. Clay Buck, CFRE, is currently the Chief Development Officer at Boys & Girls Clubs of Southern Nevada and has worked as botha frontline fundraiser and consultant since 1991. He has a personal passion for annual giving and the infrastructure of fundraising, but is well-versed in all aspects of development. He serves on the advisory panel for Rogare, the fundraising think tank, and is an AFP Master Trainer. He teaches fundraising at UNLV.

Keri Kae Almstead

Photo of Keri Kae Almstead
Keri Kae Almstead, CFRE joined the Fund for Global Human Rights in 2016 from World Food Program USA where she led individual giving programs. With a passion for connecting resources with change agents, Keri Kae has worked with donors on a variety of international issues, including economic participation for women and safe spaces. She has held fundraising positions at CARE and the United Nations Foundation. She obtained her CFRE in 2014.

Ken Miller

Photo of Ken Miller
Ken Miller is the president and founder of Denali Fundraising Consultants, a nonprofit fundraising and management consulting company located in Anchorage, Alaska. Ken began fundraising in 2010 and became a consultant in 2014. Ken was awarded his CFRE in 2016, became a AFP Master Trainer in 2017 and was a member of the 2017 AFP Intl Board of Directors. He presently serves on the AFP Committee on Directorship.

Antonia Makkar

Photo of Antonia Makkar
Antonia Makkar is a professional fundraiser with over 10 years experience across the arts and health sectors. Known for her relationship management, she has had success in creating and building major gift programs. As the General Manager, Philanthropy at the Baker Heart & Diabetes Institute she is responsible for leading strategy and raising philanthropic gifts of $10K+. Her passion is to raise the culture of philanthropy in Australia.

March 31

10:45am - 12:00pm

Room
Hemisfair Ballroom C3

Rebels, Renegades, and Pioneers / Getting Value From Your Top Talent: Does Money Equal Worth?

It’s a fundraiser’s market out there. Demand for talent has caused salaries to go up as finding highly skilled professionals gets harder. Are you getting value for top talent? Are your donors? What value do people with big salaries bring? This session will explore managing talent when salary disparities exist.

Speakers

Scott Fortnum

Photo of Scott Fortnum
Scott is President & CEO of Children’s Health Foundation in London Ontario and has worked as a professional fundraiser since 1990 working with organizations across Canada. He has previously served on AFP International and Greater Toronto Board of Directors and Ethics Committee and is a mentor in the AFP Women’s Impact Initiative. A frequent speaker throughout Canada and the United States, Scott has held the Certified Fundraising Executive (CFRE) designation continuously since 1995 and became the 92nd Advanced Certified Fundraising Executive (ACFRE) in 2011 joining the ACFRE Certification Board in 2014 and becoming chair in 2018.

Nancy Racette

Photo of Nancy Racette
Nancy Racette is the co-founder and COO of DRi, an executive search and development consulting firm that has placed more than 400 leaders—including 75 chief executives—at local, national, and international nonprofits. She is a Board member of the YWCA-USA. Nancy co-founded DRi in 2001 after leading successful fundraising and communications programs at the American Red Cross and Girl Scouts of the USA. She earned her B.A. at Boston University and the CFRE credential in 1996.

March 31

10:45am - 12:00pm

Room
302

Working With a Former Corporate CEO: A Candid Conversation

When a corporate executive takes a nonprofit CEO role, how does it impact the development leader? This common occurrence presents unique challenges for chief development officers (CDOs)—especially since development can feel foreign to a nonprofit transplant. This session will feature a CEO and development leader who lived through this scenario and will share their trials, triumphs, and advice. All development leaders can learn from this straight-talking, candid session.

Speakers

Marian DeBerry

Photo of Marian DeBerry
Marian Alexander DeBerry has over 20 years of experience in executive search. As Senior Counsel, Executive Search of Campbell & Company, her work is focused on conducting searches for the senior leadership of mission-driven organizations. Previously, Marian was vice president with two retained executive search firms and an independent executive search consultant. She has a Bachelor of Psychology and Sociology from Duke University and an MBA from the Wharton School of the University of Pennsylvania.

Brynn Blanchard

Photo of Brynn Blanchard
Brynn Blanchard, CFRE, joined the staff of Seattle Humane Society in 2008 after working for six years at the Point Defiance Zoo Society in Tacoma, where she led the organization's largest capital campaign in its 103-year history. At Point Defiance Zoo & Aquarium, she held a variety of fundraising positions including Deputy Director, Interim Executive Director and Major Gifts and Grants Manager. Prior to her work in development, she did public relations for a wind power company and a film festival in Austin, served as a program director for the Junior Statesmen Foundation, worked for a prominent family foundation in San Francisco, and served as an early AmeriCorps member with Partners in School Innovation. She holds a master’s degree from

Brenda Swartz

Photo of Brenda Swartz
After 17 years in the professional services and technology industries, Brenda Swartz became President/CEO for the Concordia Place in 2003. At that time, Concordia Place was a single childcare center. Under Brenda’s leadership, Concordia has transformed into a multi-service organization that now has four centers serving nearly 1,000 people yearly.

March 31

10:45am - 12:00pm

The Disney Difference: Newer, Greater, Better Ways of Wowing Donors and Exceeding Goals

One corporation sets the standard for brand loyalty and customer satisfaction: The Walt Disney Company. Learn how to apply Disney-like techniques in fundraising in this session that includes all-new material from Wayne Olson's book The Disney Difference and research since its publication. Learn practical lessons to make your organization more like Disney and achieve Disney-like results.

Education Track

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

Speakers

Wayne Olson

Photo of Wayne Olson
Wayne Olson is an author of three books and writes for Crescendo Interactive. He has also written for AFP's Advancing Philanthropy and Planned Giving Today. He has served fundraising roles for Universities, hospitals and social services. Wayne is an internationally sought-after speaker on donor relations, planned giving and as a motivating speaker. Wayne's fourth book (on board development) should be out by the Conference.

March 31

10:45am - 12:00pm

Room
304

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

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

Speakers

Una Osili

Photo of Una Osili
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

Photo of Sasha Zarins
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

Photo of Randy Cohen
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

Photo of Allison Grayson
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.

March 31

10:45am - 12:00pm

Room
Hemisfair Ballroom C1

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)

Handouts
625StorytellingSlideDeck.pdf
Speakers

Leah Eustace

Photo of Leah Eustace
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

Photo of Alice Ferris
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.

Michael Delzotti

Photo of Michael Delzotti
Mike began his nonprofit career as program administrator for Washington Workshops in DC then spent time managing hospital departments/clinics in Philadelphia. Returning to philanthropy, he joined a public foundation in Los Angeles, served as executive director of development at UCLA then VP of Development at Special Olympics. Mike had been the director of development/team lead for Rice University, and Senior Director at MD Anderson. In that role, he led a principal gifts team during two $1B campaigns and directed a $60M campaign partnering with MIT and the Baylor College of Medicine. Delzotti serves as Treasurer on the AFP Global Executive Committee, Chair of the National Association of Cancer Center Development Officers Board (NACCDO) and an AFP master trainer.

Laura Amerman

Photo of Laura Amerman
Laura currently serves as chief development officer for Breakthrough New York and has worked in the nonprofit sector for over thirteen years. She received her CFRE in 2012. Laura has been a board member with AFP-New Jersey Chapter for seven years, and is the current chapter treasurer. She has served on the AFP International Conference Education Advisory Committee, and is a current member of the Marketing and Awards Committee, and the Committee on Directorship. Laura holds a degree in Anthropology, Archaeology and Classics, cum laude, from Drew University. She received the Arline Simpson Leadership Award from the New Jersey Meadowlands Regional Chamber of Commerce in 2011, and is a graduate of Bergen LEADS (NJ).

March 31

10:45am - 12:00pm

Room
217 A

The Fundraiser's Guide to Mid-Level Donors

Do you know what mid-level 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

Photo of Mark Phillips
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

Photo of Amber Nathan
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.

March 31

10:45am - 12:00pm

Room
303

What Donors Are Saying About Bequests Motivation and Potential

Most donors with bequests don’t tell you they’ve named you in their wills. So how do you steward them if you don’t know who they are? And what is the real potential among other supporters who could become planned-gift donors? Penelope Burk will discuss her new survey of 7,700 donors.

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

Penelope Burk

Photo of Penelope Burk
Penelope Burk is a fundraising innovator with over 40 years of experience in the nonprofit sector. She is a noted researcher and speaker and the author of four books (including the fundraising industry best-seller, Donor-Centered Fundraising) and more than 50 seminars, webinars, forums, and plays. Her fundraising research includes the annual Burk Donor Survey, which charts how donors’ philanthropy is changing and how fundraisers can raise more money in a new giving environment.

March 31

10:45am - 12:00pm

Room
206

Career Moves for Young Professionals

Whether you are a recent graduate looking to transition into the field, or looking to make your next upward move, this session is for you. Changing jobs frequently can make you look uncommitted, but moving to a new organization can also expand your opportunities, salary potential, professional network, and skill set. Learn strategies to take your career exactly where you want it to go.

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

Melissa Neeley

Photo of Melissa Neeley
Melissa is the Development & Marketing Coordinator for Arms Wide Adoption Services, a Houston-based organization dedicated to building and sustaining strong, nurturing families for children who have endured abuse, neglect, or abandonment. Over the last six years of her fundraising career, Melissa has learned to be adaptable in positions where development was just one of the many hats she wore. Melissa earned two Bachelor of Science degrees in Public Relations and Family, Youth & Community Sciences from the University of Florida with minors in Nonprofit Leadership and Business Administration.

Lauren Futch

Photo of Lauren Futch
Lauren is currently an Associate Director of Development at UTHealth Science Center in Houston, Texas. She is a major gift fundraiser connecting alumni, grateful patients, and community leaders to the physicians and faculty at all six of UTHealth’s schools. Prior to her role in health care, Lauren spent two years fundraising for the University of Houston’s “Here, We Go” one billion dollar campaign. Through strategic board management and well-executed fundraising events, she helped increase annual revenue by 31%. Before moving to Houston, Lauren worked in her first fundraising role at the National Breast Cancer Foundation in Dallas, Texas. Her team collaborated with individuals and corporations to raise over 1.6 million each year to provide mammograms for underserved women.

March 31

10:45am - 12:00pm

Room
301

Tips & Tricks to Make Your Small Shop Bigger, Faster

You work in a small, or one-person shop, and you have to do it all. How can you grow, and grow faster, without sacrificing quality? Learn tips and tricks from professionals with more than half a century of experience in small and one-person shops. These tips and tricks are specifically focused for small shop professionals, regardless of experience level.

Handouts
481AFPICON2019TipsTrickstoMakeYourSmallShopBiggerFasterPPT.pdf 481AFPICON2019TipsTrickstoMakeYourSmallShopBiggerFasterHandout.pdf
Speakers

B.Michael McFarland

Photo of B.Michael McFarland
B. Michael McFarland is director of development for Foundation for a College Education. He has served in various development capacities for Trinity School, the Chicago Charter School Foundation, the Illinois Coalition for Immigrant and Refugee Rights, Voices for Illinois Children, Benedictine University, the Louisville Youth Choir, and Walden Theatre. He holds a B.A. in drama from The Catholic University of America and toured the U.S. for two years with National Players.

James Phelps

Photo of James Phelps
A past member of the AFP Board of Directors, past president of AFP Oregon & SW Washington Chapter, and current member of the AFP Fundraising Board, Phelps has served on AFP’s IDEA Committee since 1999. He has presented for AFP ICON, Willamette Valley Development Officers, Nonprofit Network Southwest Washington, and multiple chapters of AFP. He earned his ACFRE and started his consulting firm, JKP Fundraising, LLC iin 2011.

Jim McBride

Photo of Jim McBride
Jim has more than 30 years of fundraising, marketing, and communications experience. Prior to ALRP, Jim worked with The Ideas Group, an integrated communications firm, with Poppe Tyson Interactive, Breene Kerr Productions, and Design Media. Jim’s non-profit experience includes UCSF AIDS Health Project and Shanti Project. Holding a BA from Penn State and a Development Director certification from USF’s Institute for Non Profit Management; Jim served on the AFP Diversity & Inclusion Committee from 2010-2015.

March 31

10:45am - 12:00pm

Room
214 A

How to Create Your Organization's Donor Retention Systems

Learn from fundraising expert, Pamela Grow, how to build a road-map of success, driving you toward generating sustainable fundraising revenue throughout the year. You'll understand the donor retention challenges facing nonprofits today, why the success of your nonprofit comes down to donor retention, how *beginning with the end in mind* will change your thinking, and strategies for effectively executing Donor Retention Systems for your organization

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

Pamela Grow

Photo of Pamela Grow
Pamela Grow is the publisher of The Grow Report weekly newsletter, the author of Simple Development Systems, and the founder of Basics & More™ online training. Created to provide nonprofit professionals with education that works with their busy schedules, Basics & More™ delivers instruction to thousands of organizations. Pam was named one of the 50 Most Influential Fundraisers by Civil Society magazine, and one of the Top 25 Fundraising Experts by The Michael Chatman Giving Show.

March 31

10:45am - 12:00pm

Room
214 C

Stewarding Donors With Dementia (Eligible for 1.25 ACFRE credits in Ethics)

Do 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 session will empower professional fundraisers to work with these donors by explaining how to recognize the signs of dementia and implement communication strategies that steward faithful donors in meaningful and ethical ways.

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

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.

March 31

10:45am - 12:00pm

Room
205

Islam & Philanthropy

Learn about religious philanthropic traditions and charitable practices in Islam. As one of the largest global religions, and most misunderstood, this timely discussion will provide insights into engaging Muslims in your mission. Position your charity to be more diverse and take the lead in promoting cross-cultural and inter-religious avenues to enhance your outreach.

Education Track

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

Handouts
400IslamPhilanthropyPPT.pdf 400IslamPhilanthropySpeakersNotes.pdf
Speakers

Muhi Khwaja

Photo of Muhi Khwaja
Muhi Khwaja began his career in development as an intern during his last semester of college at the University of Michigan and never looked back. Over the last decade, he has worked as a grant writer, one-person development team, events guru, and major-gift officer. Along the way, he earned his MPA, CFRE, and CFRM. Muhi currently works as a Senior Philanthropy Officer at American Red Cross, founded American Muslim Fund, a community foundation and teaches with The Fund Raising School at Indiana University. He enjoys breaking stereotypes, motorcycling, photography, and hiking.

Sana Mahboob

Photo of Sana Mahboob
Sana Mahboob started her career as the Annual Giving Officer at the University of Manitoba, while completing her B.Sc. Sana now has over a decade of experience in the education sector, working directly with various stakeholders. She is currently the President of the AFP Manitoba Chapter, and serves on a number of additional boards, ranging from sports, youth and information technology. As an immigrant to Canada, Sana brings a diverse perspective to everything she does, professionally and personally.

March 31

10:45am - 12:00pm

Room
217 C

Stupid Nonprofit Ads: What Great Fundraisers Can Learn From the Best of the Worst

Based on Jeff Brooks' popular and long-running blog series, Stupid Nonprofit Ads, this session will take a look at some badly misdirected ads done for and by non-profit organizations. We'll have a good laugh--but more important, we'll discover how to avoid the very tempting errors they make. We'll also use these ads as a springboard for new thinking about fundraising, something we urgently need in this time of change!

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)

Handouts
780StupidNonprofitAdsPresentation.pdf
Speakers

Jeff Brooks

Photo of Jeff Brooks
Jeff Brooks has been serving the nonprofit community for nearly 30 years, working with organizations of all sizes and around the globe. He is a Fundraisingologist and Coach at Moceanic, a global fundraising training company. A frequent speaker at conferences, he blogs at Moceanic.com and at futurefundraisingnow.com and is the author of three books, most recently "How to Turn Your Words into Money." He lives in Seattle.

March 31

11:15am - 11:45am

Room
AFP Marketplace - Learning Lab 2

Work Smarter! Digitize Revenue Streams and Drive Productivity

Join us to learn how you can digitize revenue streams across donations, grants, direct mail and earned income on Salesforce.org Nonprofit Cloud while driving productivity.

Education Track

Learning Lab

Speakers

Basil Tilmon

Photo of Basil Tilmon

March 31

11:30am - 11:45am

Room
AFP Marketplace - Learning Lab 1

How to Use Instagram for Irresistible Visual Storytelling

With hundreds of thousands of brands, nonprofits, and organizations sharing photos and videos on Instagram, how can your cause cut through the clutter and stand out? Join Julia Campbell for a review of current Instagram trends like Instagram Stories, how to stand out in the feed, and battle-tested tools to use to ramp up your reach and engagement.

Education Track

Learning Lab

Speakers

Julia Campbell

Photo of Julia Campbell
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Returned Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild

March 31

12:00pm - 12:30pm

Room
AFP Marketplace - Learning Lab 2

Your Big 3 Missed Opportunities in Event Fundraising. Close. Those. Gaps.

Education Track

Learning Lab

Speakers

Dianne Kleber

Photo of Dianne Kleber

March 31

12:00pm - 12:15pm

Room
AFP Marketplace - Learning Lab 1

Leveraging Your Organizational Brand With LinkedIn

Many use LinkedIn daily to forward their personal brands, and there are many ways we can use it to forward organizational brands as well. Using real examples, we’ll discuss what some leading organizations are doing and how it’s helping their success.  

Education Track

Learning Lab

Speakers

Scott Fortnum

Photo of Scott Fortnum
Scott is President & CEO of Children’s Health Foundation in London Ontario and has worked as a professional fundraiser since 1990 working with organizations across Canada. He has previously served on AFP International and Greater Toronto Board of Directors and Ethics Committee and is a mentor in the AFP Women’s Impact Initiative. A frequent speaker throughout Canada and the United States, Scott has held the Certified Fundraising Executive (CFRE) designation continuously since 1995 and became the 92nd Advanced Certified Fundraising Executive (ACFRE) in 2011 joining the ACFRE Certification Board in 2014 and becoming chair in 2018.

March 31

12:15pm - 12:30pm

Room
AFP Marketplace - Learning Lab 1

Creating Informed Content Calendars

“You’re going to want to post something every day,” they said. Really? Is that an informed suggestion or just something that sounds good? And what do you post? At what time? Why doesn’t anyone “like” my posts? During this session, we’ll explore steps to create a content calendar that makes sense for you, as well as how to use social media analytics to inform when to post and discover what kind of content is successful.

Education Track

Learning Lab

Speakers

John Dawe

Photo of John Dawe
John Dawe, MNA, CNP, CFRE, is an Associate Consultant with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium sized nonprofit organizations. He has been helping organizations build influence, impact, and leadership for more than 15 years. Serving in various organizational roles as strategic planner, change management consultant, outsourced development officer, and numerous interim leadership roles from CEO/Executive Director, CIO, CPO, and CMO, Dawe has helped organizations across the country find their voice, amplify it, and get others to share their message.

March 31

12:45pm - 1:00pm

Room
AFP Marketplace - Learning Lab 1

It’s a Small World After All: Best Practices in Social Media Around the Globe

Social media platforms have allowed us more access than ever to communities around the globe, and each culture has similar, yet distinct, strategies that work. With input from our colleagues around the world, we’ll present a whirlwind tour of what works in other countries and how it may be useful for you.

Education Track

Learning Lab

Speakers

Alice Ferris

Photo of Alice Ferris
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

Photo of James Anderson
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.

March 31

3:15pm - 4:30pm

Room
AFP Marketplace - Learning Lab 1

How to Become a CFRE

The Certified Fund Raising Executive (CFRE) credential is the only accredited certification for fundraising and should be part of every fundraising professional’s career path. Come to this session to learn more about the CFRE credential – what it is, what it can do for your career advancement, how it complements education programs for fundraisers, the application requirements and content and tips for taking the CFRE exam. The presenter was a CFRE for 15 years until becoming President and CEO of CFRE International and understands that you have a lot of choices to make when it comes to your career path. Come to this session to get answers to your questions and find out why achieving the CFRE credential is something you should consider as you grow as a fundraising professional.

Education Track

Learning Lab

Speakers

Eva Aldrich

Photo of Eva Aldrich
Eva E. Aldrich, Ph.D., CAE, (CFRE, 2001 – 2016), is the President and CEO of CFRE International, the only accredited, globally acknowledged certification for fundraising professionals. The CFRE credential supports and encourages fundraising professionals to aspire to the highest standards of professionalism and ethical practice in serving the philanthropic sector. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy.

March 31

3:15pm - 4:30pm

Room
AFP Marketplace - Learning Lab 2

Five Trends Shaping the Future of Events

PCMA & Marriott International conducted future of events research and uncovered some intriguing trends. Focused on five key areas: emotional intelligence, orchestrated serendipity, multi-modal design, making a meaningful impact and leveraging your surroundings, the study reveals how they will usher in a new era of experiences. This will be a collaborative session, allowing participants to work through each trend and determine steps they can take to enhance their events.

Education Track

Learning Lab

Handouts
909AFPICON19FutureofMeetingsandEventsHandout.pdf
Speakers

Carrie Johnson

Photo of Carrie Johnson
Carrie Johnson is a passionate education strategist who has spent her career dedicated to the design and delivery of professional education for more than a dozen organizations. As PCMA's Senior Director of Education, Carrie is responsible for guiding content strategy and managing the delivery of live event and digital programming across North America, Europe, Middle East and Africa (EMEA) and Asia Pacific (APAC). Most recently, Carrie helped build PCMA’s program development consulting practice. Her career in the association industry began on SmithBucklin's Education & Learning Services team prior to joining PCMA in 2013 as a Program Manager. Carrie received her Digital Event Strategist certification in 2017 and bachelor’s degree from Indiana University in Bloomington, Indiana.

March 31

4:00pm - 5:15pm

Room
Hemisfair Ballroom C3

Rebels, Renegades, and Pioneers / Let’s Talk about the Elephant in the Room: Mental Health and the Nonprofit Sector

Between long hours, low wages, leadership challenges, and highly stressful environments, nonprofit work may be contributing to mental health challenges. This session will explore what it’s like to live and work with mental illness, the fear of disclosure, creating safe spaces for those who are suffering, educating colleagues, and so much more.

Speakers

Leah Eustace

Photo of Leah Eustace
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.

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

Ian Adair

Photo of Ian Adair
Ian Adair is a three-time nonprofit CEO and fundraising expert who has raised tens of millions of dollars by focusing on one strategy - winning donor attention. Ian has been fortunate to have success leading corporate and nonprofit teams, volunteer boards, and front-line staff around the country to further program growth and impact. In 2016, Ian was chosen as one of the Top 100 Must-Follow Giving Influencers on Twitter. Currently, Ian is the CEO of the Gracepoint Foundation in Tampa, FL. which raises awareness and financial support for mental health and addiction services; Ian also operates a speaking and professional development firm, Strategy 27. LLC.

David Chow

Photo of David Chow
David Chow is a director for philanthropy at UW Medicine, focusing on major and principal gifts within the Departments of Obstetrics and Gynecology and Psychiatry and Behavioral Sciences. David is in charge of UW Medicine’s first fundraising campaign focused on mental health and wellbeing, having already raised over $75M. David is a founding member and board trustee for the Stability Network—a coalition of people in the workforce who have mental health conditions and tell their stories to inspire and encourage others. David is also a former CASE District VIII board member and has served as their chair for opportunity and inclusion.

March 31

4:00pm - 5:15pm

Room
214 C

The Annual Campaign: Doing It Well and Then Doing It Even Better Next Year

Participants in this session will laugh while learning the ABCs (and secrets!) of annual campaigning. Starting at the beginning, this session covers planning, organizing, and executing campaigns that will grow from year to year—being innovative every step of the way! All participants will leave the session with an executable road map for running an annual campaign and also a much higher likelihood of meeting all annual campaign goals—year after year.

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)

Handouts
7452019AnnualCampaignFinal.pptm
Speakers

Jane Stein

Photo of Jane Stein
Jane Stein has 25 years of fundraising experience, with gifts ranging from $1,000 to $10M. As a consultant, Jane provides services to nonprofits, including board and fund development, annual campaigns, major gifts, staff and board retreats, and more. She served as national campaign training chairman for The Jewish Federations of North America for three years and as national major-gifts director for the American Cancer Society's Pilot Program. Jane is a sought after speaker and presenter.

March 31

4:00pm - 5:15pm

Room
214 A

Your Donor Base and Diversity

Having a diverse donor base can positively impact your organization’s fundraising goals and create new opportunities, but building that base takes thoughtful planning. Breaking through barriers of unconscious bias and institutional racism/sexism, this session will challenge you to hold discussions with your team around a donor diversity plan. Attendees will learn how to use data to tell a story that encourages representation and inclusion.

Speakers

Greg Cortez

Photo of Greg Cortez
Greg manages the Data and Analytics Team and the Prospect Management and Research Team for University of Texas San Antonio’s (UTSA) External Relations. Prior to UTSA, he ran is own technology-consulting firm, A-M-G-Tech for 10 years, worked for “Texas PREP” a STEM program for middle school minorities, and worked as the National Director of Information Systems for the Hispanic Association of Colleges and Universities. He holds a Degree in Economics and has over 25 years’ experience in data, analytics, and reporting.

March 31

4:00pm - 5:15pm

Room
303

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 you can show your connection to a cause in your cover letter? Bring your résumé and cover letter. We'll edit them together!

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

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.

March 31

4:00pm - 5:15pm

Room
Hemisfair Ballroom C1

In the Age of Wonder Woman, Why Do Men Still Rule the C-Suite? (Eligible for 1.25 ACFRE credits in Leadership)

Barriers to equitable salaries and advancement to C-level leadership positions persist for women in fundraising, even though they comprise 70 percent of the workforce, the nonprofit and corporate sector. 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 discussion about what we as advanced professionals can do to create more equitable cultures and climates for women.

Handouts
652Wonder.Women
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.

Tycely Williams

Photo of Tycely Williams
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.

March 31

4:00pm - 5:15pm

Room
217 A

The Power of Strategy Maps to Transform Fundraising (on a single sheet of paper) / (Eligible for 1.25 ACFRE credits in Management)

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

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.

Alan Hutson

Photo of Alan Hutson
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

Photo of Thomas Kurmann
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.

March 31

4:00pm - 5:15pm

Better Feedback Makes Better Managers (Eligible for 1.25 ACFRE credits in Management)

Giving feedback is an essential skill for every manager, but it’s often neglected in fundraising shops. Good feedback is a matter of three things: understanding what makes us uncomfortable, learning some easy-to-implement rules for giving it, and follow through. We’ll explore all three and practice it in a safe and non-threatening environment. Better feedback means better managers, more trust in the office, and a happier staff all around.

Handouts
328PPPFeedbackarticleonpositivefeedback.docx
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.

March 31

4:00pm - 5:15pm

Room
217 C

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. Discover five ways that storytelling can activate your board's enthusiasm and energy. 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

Photo of Gail Perry
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

Photo of Lori Jacobwith
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.

March 31

4:00pm - 5:15pm

Room
304

Ethics: It's Fun, and It's for Everybody

Fundraising for charity is a public trust.  Maintaining ethical principles is the basis for keeping this trust.  Adhering to ethical standards is also the best way to maintain donor trust, thereby increasing donor retention and commitment.  Join us for an interactive, case-based session highlighting how to resolve common ethical dilemmas and create a culture of ethics within your organization.

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)

Handouts
814HefterHealeyEthicsPresentation2019AFPTEMPLATE003.ppt
Speakers

Robbe Healey

Photo of Robbe Healey
Roberta (Robbe) A. Healey, MBA, NHA, ACFRE, has practiced philanthropic fundraising and non-profit organization management for more than forty years. She is an accomplished fund raising generalist with successful track record of establishing new development offices, board and volunteer training. She is Vice President for Philanthropy of Simpson Senior Services as well as Founding Member of Aurora Philanthropic Consulting. She Chaired the Board of Directors of the Association of Fundraising Professionals International (AFP) 2009-10 and completed twelve years of Board service in December 2012. She is a member of the AFP International Ethics Committee.

Mark Hefter

Photo of Mark Hefter
Mark L. Hefter is a vice president at the American Technion Society (ATS). He works with donors on major gifts while directing ATS’s gift-planning programs. Mark also serves as national chair of AFP's U.S. Government Relations Committee and as a member of AFPs International Ethics Committee. Prior to joining ATS, he practiced tax and estate planning law (emphasizing charitable planning). He also was a consultant to foundations, nonprofit organizations, and their donors.

March 31

4:00pm - 5:15pm

Room
205

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)

Handouts
626AFPICON2019CapitalCampaignGames.pptx 626AFPICON2019CapitalCampaignGames31719.pptx
Speakers

Kirsten Schachter

Photo of Kirsten Schachter
An Australian who has built her career in America, Kirsten Schachter's fundraising experience includes work 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 and campaign director in Baylor College of Medicine’s $1 billion Best Minds, Best Medicine capital campaign. As a consultant, Kirsten provided campaign counsel to numerous clients in campaigns from $7 million to $150 million. She now serves as associate vice president, major gifts at Memorial Hermann Foundation (and she's hiring!).

Nancy Mosley

Photo of Nancy Mosley
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.

March 31

4:00pm - 5:15pm

Room
302

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)

Handouts
502502AnaFlaviaMichelNegociationTechniquesAFP2019FINAL.pptx 502502AnaFlaviaMichelNegociationTechniquesAFP2019Handouts.pdf
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

Photo of Michel Freller
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.

March 31

4:00pm - 5:15pm

Room
301

Donors ARE Data: Creating A Donor-Centered Fundraising Operation (Even If You're Data-Phobic)

You want your communications to be full of Donor Love but you just can't seem to get there. Plagued with data issues and administrative problems, how can you cut through the distractions to get to what really matters? We'll cover several techniques you can implement right away, regardless of your technological know-how, to have clean, beautiful data and fewer disruptions so you can put the focus where it belongs--your donors.

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)

Handouts
484AFPICON2019DonorsAREDataTClayBuckCFRE.pdf
Speakers

Clay Buck

Photo of Clay Buck
T. Clay Buck, CFRE, is currently the Chief Development Officer at Boys & Girls Clubs of Southern Nevada and has worked as botha frontline fundraiser and consultant since 1991. He has a personal passion for annual giving and the infrastructure of fundraising, but is well-versed in all aspects of development. He serves on the advisory panel for Rogare, the fundraising think tank, and is an AFP Master Trainer. He teaches fundraising at UNLV.

April 01

8:00am - 9:15am

Room
Hemisfair Ballroom C3

Rebels, Renegades, and Pioneers / Migration at the Borders: Managing the Crisis

From Syrian refugees fleeing to Europe, the migrant caravan heading to the U.S., and American minorities rushing to Canadian borders, the common denominator is social impact organizations fighting to help each refugee. How are organizations raising funds for such a polarizing issue? How are they managing the demand on resources?

Education Track

Speakers

Rita Chalal

Photo of Rita Chalal
Rita Chahal is the Executive Director of Manitoba Interfaith Immigration Council. Previously Rita has held several executive positions in various sectors including media, employment and not-for-profit. Most recently Rita provided leadership to deliver settlement services for Syrian refugees and refugee claimants destined for Manitoba, Canada. Rita currently serves on a number of provincial and national advisory groups, boards and committees serving immigrants and refugees. As one of the first East Indian families to arrive on the east coast of Canada during the mid-sixties, Rita and her family lived and understand the immigrant experience.

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

Sylvia Acosta

Photo of Sylvia Acosta
Sylvia Y. Acosta, Ph.D. is CEO of YWCA El Paso del Norte Region and has over 25 years of management experience in non-profit organizations. Prior to her position at YWCA El Paso del Norte Region, Acosta served as the Assistant Vice Chancellor for Constituent Development and as the Interim Assistant Vice Chancellor of Health Advancement for the University of California, Irvine (UCI) for over three years. She also served as Associate Vice President of Development and Alumni Relations at the University of Texas at El Paso, as the Assistant Dean for Development and Public Relations for New Mexico State University, and as the National Vice President of External Relations and Chief Operating Officer for AVANCE, Inc. a national early childhoo

April 01

8:00am - 9:15am

Room
303

Young Professionals and Junior Boards: Beyond the Kids' Table to Meaningful Engagement

Is your organization searching for new ways to leverage the passion, energy, and perspective of millennials and up-and-coming young professionals? A junior board or young professionals/young friends circle could harness that energy to further your mission. As young professionals with experience both as members and staff managers of these groups, we will lead you through the questions to ask before you begin and will share tips for successful, meaningful engagement with your younger supporters.

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)

Handouts
357AFPICON2019YoungProfessionalsandJuniorBoards.PPTX 357MIR20131.pdf 357AFPYPBResourceList.pdf
Speakers

Sarah Willey

Photo of Sarah Willey
Sarah Willey is the Director of Development and Community Outreach at Great Rivers Environmental Law Center and is on the Board of Directors of AFP’s St. Louis Regional Chapter. Sarah has a Master’s in Nonprofit Management through Washington University in St. Louis and is a certified social media strategist (SMS). She extensive volunteer and board experience, including serving two years as the Council of Club Leaders Chair, an advisory position on the Sierra Club's national Board of Directors. Sarah was the recipient of AFP St. Louis' Outstanding Young Professional award at National Philanthropy Day 2018. Follow Sarah on Twitter at @sarahnicole838 and connect on LinkedIn - she loves to talk all things fundraising, nonprofits, and social media!

Corinne Austin

Photo of Corinne Austin
Corinne Austin is the Membership Manager at Trailnet, advocating for safer streets for walkers and bikers in St. Louis. Corinne also serves as the Communications Chair for the National Women’s Political Caucus of Metro St. Louis, where she established the local organization’s first Young Professionals group.

April 01

8:00am - 9:15am

Room
217 C

Thriving as a Fundraiser in Work and Life

Join us for this inspiring session and focus on YOU for a change. 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 your best at work.

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

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.

April 01

8:00am - 9:15am

Room
304

Practicing Gratitude, Learning From Fred Rogers, and Making Fundraising 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)

Handouts
519FRPAFPGratitudePresentation.pdf
Speakers

Alan Friedman

Photo of Alan Friedman
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.

April 01

8:00am - 9:15am

Room
301

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

Handouts
640Talkingpointstemplate.pdf 640CrisisCommunicationsPlanOutlinePresentation.pdf 640AFPPresentation2019.pdf
Speakers

Marisol Barrios

Photo of Marisol Barrios
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

Photo of Carrie Espinoza
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.

April 01

8:00am - 9:15am

Room
217 A

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

Emerging media trends create opportunities to combine storytelling with advocacy. Learn from panelists including an online digital news publisher, 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

Photo of Robert Rivard
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.

April 01

8:00am - 9:15am

Room
Hemisfair Ballroom C1

Being Donor-Centered in Changing Times

In a rapidly changing world, fundraising cannot shield itself from change. Making the right choices when resources are limited and competition is fierce is the challenge every development office faces. Backed by new research, Penelope Burk will discuss how donor-centered acknowledgment, communication, and recognition can transform donor relations and fundraising.

Education Track

Speakers

Penelope Burk

Photo of Penelope Burk
Penelope Burk is a fundraising innovator with over 40 years of experience in the nonprofit sector. She is a noted researcher and speaker and the author of four books (including the fundraising industry best-seller, Donor-Centered Fundraising) and more than 50 seminars, webinars, forums, and plays. Her fundraising research includes the annual Burk Donor Survey, which charts how donors’ philanthropy is changing and how fundraisers can raise more money in a new giving environment.

April 01

8:00am - 9:15am

Room
302

Do This, Not That: Proven Best Practices for Today’s Fundraiser

From the uncertain political climate to new funding models, fundraisers today face many unknowns. Do the fundamentals of fundraising still ring true? Roger Craver and Chuck Longfield have weathered decades of ups and downs by focusing on proven best practices. You’ll hear their insights on data-backed practices that produce results.

Education Track

Speakers

Chuck Longfield

Photo of Chuck Longfield
Chuck Longfield became Blackbaud’s chief scientist in January 2007. He is the founder of Target Software, Inc., and Target Analysis Group, Inc., both now Blackbaud companies. Chuck has extensive experience designing and implementing national and international constituency databases that address fundraising information needs at the world’s largest nonprofit organizations. With a B.A. in mathematics and an M.Ed. from Harvard, he has nearly 40 years of experience helping nonprofits use technology and information to improve performance.

Roger Craver

Photo of Roger Craver
Roger M. Craver is a fundraising pioneer who’s helped launch and build organizations like Common Cause, the National Organization for Women, the ACLU, the Sierra Club, Greenpeace, Amnesty International, and dozens of others both in the U.S. and Europe. Roger is the author of Retention Fundraising: The Art and Science of Keeping Your Donors for Life. Now he’s the editor-in-chief of the fundraising blog The Agitator and founder of DonorTrends, which provides fundraising analytics.

April 01

8:00am - 9:15am

Room
214 A

Gateway to Healing: Exploring How Donors Deal With Grief Through Philanthropy

All of our donors will experience grief at some point and this grief can guide philanthropic decisions. As professional fundraisers, we must get creative with how we manage relationships through these tough times. We will examine the various stages involved, how to better collaborate with our peers as we work with grieving donors, and how to support our donors as they leverage philanthropy on their healing journey.

Education Track

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

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.

Alexis Gaiptman

Photo of Alexis Gaiptman
Alexis Gaiptman, CFRE is the Associate Director of Major Gifts, Development at Montreal Neurological Institute and Hospital (McGill University). She is a proven leader with over 12 years of fundraising experience in healthcare. Her background is in Political Science, Women's Studies and Community Economic Development. She is driven by her passion for growth, ability to embrace new challenges and desire to better our local communities. She is a Director on the board of AFP Quebec and AFP Canada, a dedicated volunteer with AFP GTA, AFP International as well as part of the Executive for the local Montreal CAGP Chapter.

Denise Fernandes

Photo of Denise Fernandes
Denise Fernandes has been part of the fundraising community for more than a decade and is currently leading the major and planned giving teams as Director of Philanthropy at Plan International Canada. She has a consistent track record of exceeding ambitious fundraising goals, developing high performing teams and creating new donor opportunities with complex gift strategies. Denise is determined to break down silos to enable strategic philanthropy and putting the donor first. She is an active volunteer with Canadian Association of Gift Planners, a speaker at several conferences and a board member for a small charity.

April 01

8:00am - 9:15am

Room
214 C

The Fundraising Profession’s Response to Tax Reform

Several different studies have demonstrated the impact (so far) of tax reform on giving. The question remains: How does AFP and the fundraising profession respond in terms of policy and advocacy? Join us for a rousing session led by AFP volunteer leaders about legislative proposals like the universal charitable deduction, how to talk about tax reform with donors and ways to cultivate lawmakers to support our organizations.

Education Track

Speakers

Adrienne Longenecker

Photo of Adrienne Longenecker
Adrienne Longenecker, CFRE is the Chief Operating Officer and Director of Development for Hill Country Conservancy (HCC). Prior to joining the HCC, Adrienne held leadership positions in both the for-profit and non-profit fields. Adrienne received a BFA in Theater and Dance from the University of Texas at Austin. She earned the Certified Fundraising Executive (CFRE) credential in 2009 and has served on multiple non-profit boards. Adrienne loves taking hikes with her son and two dogs.

Catherine Connolly

Photo of Catherine Connolly
Catherine has been working in nonprofit membership and direct marketing fundraising for 30 years, and she has been consulting independently since 1996. Her firm consults with clients both nationally and locally, working with them to improve their direct response fundraising program. She works with nonprofit clients making a difference in the world — tackling environment issues, supporting health care, encouraging arts, and helping people escaping domestic violence. Catherine has held the CFRE since 2003 and graduated from the AFP Faculty Training Academy. In addition to AFP, she is a member of the Association of Direct Response Fundraising Counsel.

Jeremy Wells

Photo of Jeremy Wells
Jeremy currently serves as vice president of philanthropic services at The Saint Paul & Minnesota Community Foundation. In this role, Jeremy serves as the chief fundraising and donor stewardship strategist. A veteran in the field of philanthropy, Jeremy joined The Saint Paul & Minnesota Community Foundations in 2012. Jeremy earned a master’s degree in philanthropy and development and holds undergraduate degrees in psychology, religion, and philosophy. He also holds his Certified Fund Raising Executive (CFRE) certification and is an adjunct faculty member at The University of St. Thomas. In addition to his work, Jeremy serves on numerous nonprofit boards at the local, regional, national, and international levels, including chairing the AFP Political Action Committee Board.

April 01

8:00am - 9:15am

Massive Fundraising: How to Double, Triple, or Quadruple Your Fundraising Income

In this session we'll explore what makes great fundraising organizations truly great. We'll examine new research about the characteristics of effective fundraising leaders, what they choose to focus on and how they think about solving fundraising problems. We'll also look at the focus of their fundraising and how they craft a compelling fundraising case for support based on the "why" of their organization's existence.

Education Track

Handouts
831GreatfundraisingforAFP1.pdf
Speakers

Adrian Sargeant

Photo of Adrian Sargeant
Adrian Sargeant is Chief Executive of The Philanthropy Centre. Formerly, the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University, Adrian is passionate about achieving massive growth in philanthropy. His work is focused on achieving that by developing the value that donors get from their giving. He specializes in the new science of philanthropic psychology, a science that is routinely doubling the income for those charities that apply it. Adrian has received many accolades for his contributions to the profession and was named to the Nonprofit Times Power and Influence List in 2010. He received a Civil Society Award and a Lifetime Achievement Award from the Institute of Fundraising in 2016.

April 01

9:15am - 9:45am

Room
AFP Marketplace - Learning Lab 2

An Intimate Dinner With GoFundMe: The Least Product Tour-y Product Tour Ever

Join Tre from GoFundMe over candlelight for a romantic look at CrowdRise, the dedicated event fundraising platform for nonprofits. We’ll laugh, we’ll share, we may even fall in love during the least product tour-y product tour ever.  We will learn about integrated registration and fundraising, social fundraising, text-to-donate, and more.

Education Track

Speakers

Tre Mascola

Photo of Tre Mascola
Tre Mascola leads Customer Success Teams at CrowdRise by GoFundMe. He enjoys smelling Italian food, snowstorms, shaggy rugs, and reenacting scenes from the blockbuster romantic comedy Love Actually.

April 01

9:15am - 9:30am

Room
AFP Marketplace - Learning Lab 1

Keep Your Social Media Stakeholders Close, But How Close?

When working closely stakeholders and donors, what’s the correct balance in social media when it comes to sharing your personal life versus your professional one? Are your family members now “friending” your donors? Does your board chair need to see what you ate at Thanksgiving? Does HIPAA apply? In this session, the presenter will draw on his experience as the lead fundraiser for an independent school that includes services to students with disabilities.

Education Track

Learning Lab

Speakers

Kirk Laughlin

Photo of Kirk Laughlin

April 01

9:30am - 9:45am

Room
AFP Marketplace - Learning Lab 1

Fundraising and Social Media During a Tragedy

On Oct. 27, 2018, 11 people were killed in a shooting at a synagogue in Pittsburgh, including two men served by a human service agency. Learn how the agency’s reaction and use of social media to promote open communication and transparency built trust with the family, donors, and community, so that you can too, if you ever have to face a tragedy.

Education Track

Speakers

David Tinker

Photo of David Tinker
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.

April 01

10:00am - 10:30am

Room
AFP Marketplace - Learning Lab 2

Unlock New Revenue Today: Why Your Volunteer and Development Teams Need Collaboration & How to Unite Them

Volunteers are 10x more likely to donate, yet most volunteer and development teams work in silos, leaving behind enormous untapped revenue. This session will provide your nonprofit with practical key takeaways on how leading nonprofits using Giveffect are unlocking new revenue via collaboration of volunteer and development departments.

Education Track

Speakers

Sara Gage

Photo of Sara Gage
As a seasoned nonprofit consultant specializing in software, Sara will share best practices in uniting a nonprofit's departments based on their unique needs. With her 10 years in nonprofit operations and development, Sara shares emerging best practices.

April 01

10:00am - 11:15am

Room
AFP Marketplace - Learning Lab 1

How to Become a Speaker at AFP ICON

Ever wanted to share your fundraising insights at the AFP ICON? Do you have something different or thought-provoking to present with your fundraising colleagues from around the world? Get the inside scoop from a representative on the Education Advisory Committee, who will share how to submit an eye-catching proposal and be a presenter at the 2020 AFP ICON in Baltimore, MD.

Education Track

Learning Lab

Speakers

Alexis Gaiptman

Photo of Alexis Gaiptman
Alexis Gaiptman, CFRE is the Associate Director of Major Gifts, Development at Montreal Neurological Institute and Hospital (McGill University). She is a proven leader with over 12 years of fundraising experience in healthcare. Her background is in Political Science, Women's Studies and Community Economic Development. She is driven by her passion for growth, ability to embrace new challenges and desire to better our local communities. She is a Director on the board of AFP Quebec and AFP Canada, a dedicated volunteer with AFP GTA, AFP International as well as part of the Executive for the local Montreal CAGP Chapter.

April 01

10:15am - 11:30am

Room
Hemisfair Ballroom C2

CANCELLED SESSION - 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

Photo of Claire Axelrad
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.

April 01

10:15am - 11:30am

Face to Face With a Major Gift Donor for the First Time

Face to face–the first time–can be scary for you AND your donor!  Whether upgrading a large annual fund donor or beginning with a potential major donor, you know major gifts require a relationship beyond the transactional appeal letter or social engagement. Learn to build trust, comfort, and confidence.  Magnify your shared values and interests and cultivate lifelong 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

Marcy Heim

Photo of Marcy Heim
Marcy's a high-energy International major-gift expert, inspirational keynote speaker, life coach, author, singer and mom. She inspires mindset AND actions for optimal giving success and joy. She managed a University of Wisconsin advancement team for 23 years through 3 campaigns, one $1.8 B. Awarded CASE Crystal Apple, AFP Outstanding Fundraiser. Her book, Empowering Development Ambassadors, was translated into Spanish, 2018 by the AFP Foundation. Thousands have experienced “Making an Artful Ask” training with great results.

April 01

10:15am - 11:30am

Room
Hemisfair Ballroom C1

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)

Handouts
331CultivationEvents.pptx
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.

April 01

10:15am - 11:30am

Room
301

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)

Handouts
337AFPICON2019NineWaystoTurbochargeYourGrantseekingHandout.pdf
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.).

April 01

10:15am - 11:30am

Room
217 C

Social Listening for Deeper Donor Engagement

Nonprofits of all sizes use 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

Photo of Julia Campbell
Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. The author of Storytelling in the Digital Age: A Guide for Nonprofits, she trains and consults with nonprofits of all sizes on how best to use digital tools to tell compelling stories, engage active supporters, and raise millions.

April 01

10:15am - 11:30am

Room
Hemisfair Ballroom C3

Rebels, Renegades, and Pioneers / Managing the Revolution (aka the Revolution Will Be Project-Managed)

Similar to the 1960s and 1970s, social policies today target women, immigrants, LGBTQ people, and the environment. Progressives are working to defend values and liberties. A new generation of leaders has emerged. We’ll discuss fueling the resistance through good management. The revolution may not be televised but probably will be project-managed.

Education Track

Speakers

Nancy Racette

Photo of Nancy Racette
Nancy Racette is the co-founder and COO of DRi, an executive search and development consulting firm that has placed more than 400 leaders—including 75 chief executives—at local, national, and international nonprofits. She is a Board member of the YWCA-USA. Nancy co-founded DRi in 2001 after leading successful fundraising and communications programs at the American Red Cross and Girl Scouts of the USA. She earned her B.A. at Boston University and the CFRE credential in 1996.

Nancy Withbroe

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Nancy Withbroe, is COO and Chief of Staff at the National Women’s Law Center, and was the Vice President for Development and Strategy. Nancy was Senior Director, Development at Share Our Strength, leading dramatic growth in revenue and partnerships. She previously consulted with clients like the Human Rights Campaign Foundation and the Wounded Warrior Project and served in various roles at DC-area institutions. She has a BA from Carleton College and MA from American University.

Tiffany Miller

Photo of Tiffany Miller
Tiffany Miller is Chief of Staff and Vice President of Policy for Communities In Schools (CIS). In these roles, she works in partnership with the President and CEO to execute strategic plan goals, provide counsel on strategic direction, develop a comprehensive government relations strategy and actively engage with federal policymaking bodies to raise the awareness and brand of CIS. She also leads the development and implementation of state and local advocacy strategies that supports both the CIS network and builds the field of integrated student supports. Prior to joining CIS, Tiffany was the Director of Education Policy at the Center for American Progress and served as a senior research associate at Policy Studies Associates, Inc.

April 01

10:15am - 11:30am

Room
217 A

Ethics in the Age of Social Media (Eligible for 1.25 ACFRE credits in Ethics)

In the age of social media, personal and professional boundaries get more porous, and it becomes 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

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

Speakers

Alice Ferris

Photo of Alice Ferris
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.

April 01

10:15am - 11:30am

Room
214 C

The New Science of Fundraising: Neuroscience, Behavioral Economics, and Fundraising (Eligible for 1.25 ACFRE credits in Management or Leadership)

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 work that won two Nobel Prizes for research in human behavior. Learn how to 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.

April 01

10:15am - 11:30am

Room
206

Year-In-Review: Spanning the Globe for Recent Court Decisions & Legal Developments in Fundraising & Philanthropy (Eligible for 1.25 ACFRE credits in Leadership)

A session about court decisions and legislation, administrative rulings and regulations? At a fundraising conference? It's actually very interesting! Prepare to enjoy this journey around the world 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 a 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.

April 01

10:15am - 11:30am

Room
205

Pathways to the Major Gift Ask: Getting Referrals From Physicians and Professional Advisors

Laura Fredricks, JD, the Expert on the Ask, leads a panel to discuss developing major gifts to support healthcare through referrals from physicians and professional advisors. With collectively well more than 100 years of experience among them, the panel will share their insights into what works. What are the strategies to create successful engagement with clinician partners? How can you collaborate with attorneys, accountants and financial advisors to develop relationships that lead to major gifts?

Education Track

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.

Benjamin Golding

Photo of Benjamin Golding
Ben Golding is President and Chief Executive Officer of Advancement Resources. He also co-owns the parent company, DiffStrat Companies, Inc. Advancement Resources is widely recognized as a leading international non-profit training firm for best practices in philanthropic engagement. Currently the companies operate in Australia, Canada, New Zealand, Singapore, the UK, and the US. Ben has consulted with several national and international medical institutions on donor-centric development practices. He has also been honored to present donor-centric philanthropic best practices at several local and national associations and conventions. Ben has served on the planning committee for the Association for Healthcare Philanthropy Leading Forward 2016 conference and leads the Association for Healthcare Philanthropy Affiliate Task Force.

Paul Hansen

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Paul has over 30 years experience in financial services. He has a diverse background in financial and estate planning, working at Lutheran Brotherhood, Fidelity Investments and Merrill Lynch Trust Company before coming to Morgan Stanley. Additionally, he spent 12 years as host/co-producer of cable show, You and Your Money. Paul is a member of the Society of Financial Service Professionals, the Estate Planning Council of New York City, the Society of Trust and Estate Practioners, the National Association of Insurance and Financial Advisors, New Jersey Association of Fundraising Professionals and the New York State Society of CPAs. He has been an Associate Trustee of the Sigma Pi Educational Foundation, and board member of the Gift Planning Council of New Jersey.

Robert Wahlers

Photo of Robert Wahlers
Robert E. Wahlers, MS, CFRE, is the Vice President of Philanthropy with AdventHealth Foundation – Central Florida. Before joining AdventHealth in 2018, Robert was Vice President of Development at Meridian Health. He has spent the last 26 years of his career in non-profit fundraising. Robert is also an Adjunct Professor on the faculty at Columbia University for their Masters of Science Program in Nonprofit Management where he teaches the Major Gifts, Annual Giving and Capital Campaigns courses. Robert has co-written several books including "The Philanthropic Planning Companion: The Fundraiser's and Professional Advisor's Guide to Charitable Gift Planning." It was the winner of the 2013 AFP Skystone Partners Research Award as the best new fundraising book for that year.

April 01

10:15am - 11:30am

Room
303

The Color of Money

Philanthropy is shifting, and as our communities continue to become more diverse, it’s more important than ever to consider the new faces of philanthropy and the nonprofit sector. What is your organization doing to keep up with the changing times? Join Shawn Wills and Lenita Dunlap as they share unique insights based on their work cultivating diverse donors and boards.

Education Track

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

Handouts
606TheColorofMoneyDiversifyingYourBoardDonorBase.pptx
Speakers

Shawn Wills

Photo of Shawn Wills
Shawn Wills, CFRE, currently serves as Vice President, Operations & Strategy for the Women’s Business Council -Southwest. In this position Shawn is responsible for driving the overall strategy for the organization, as well as representing the Council on a local, regional and national bases, which includes overseeing all major fundraising initiatives. Prior to this position, Shawn served as Senior VP - Development at Texas Women’s Foundation, which is the largest regional women’s fund in the nation, and as the chief development officer for CitySquare.

Lenita Dunlap

Photo of Lenita Dunlap
Lenita Dunlap, MPA, MA has more than 20 years working in educational and nonprofit organizations that uplift and empower young people and their families. Appointed CEO of Heart House in 2014, Lenita advocates and leads a team of experts who guide and nurture the refugee and underprivileged children of Vickery Meadow in Dallas to lead full lives. Through her leadership, Heart House has grown and deepened its impact, and today continues to make the difference in the lives of more than 240 children annually. Under her leadership, Heart House raised awareness of refugee families in Dallas, as well as secured important partners such as Communities Foundation of Texas, Harold Simmons Foundation and Rees-Jones Foundation.

April 01

10:15am - 11:30am

Room
214 A

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 learn 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)

Handouts
342AFPICONSEVENDEADLYSINS.pptx
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.

April 01

10:15am - 11:30am

Room
304

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

Handouts
409SmallShopSurvivalGuidebyCindyWagman.pdf
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.

April 01

10:15am - 11:30am

Room
302

Are You Prepared to Let Your Donors Push You Around? (Eligible for 1.25 ACFRE credits in Ethics or Leadership)

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

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

Handouts
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Speakers

Ian MacQuillin

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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 Hill

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Heather R. Hill, 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 most recently served 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.

April 01

10:45am - 11:15am

Room
AFP Marketplace - Learning Lab 2

Who, When, and How Much: Making Confident Major Gift Asks With iWave

Join iWave, owner of the industry's top-rated donor research tool, as they explore the three keys to a more confident major gift ask. They will also debut their new wealth screening Insights tool, which uses donor analytics to uncover the hidden gems in your database!

Education Track

Speakers

Jill McCarville

Photo of Jill McCarville
Jill, the VP Marketing at iWave, leverages expertise in innovation and marketing to assist in the creation and development of products and features that help nonprofits fundraise with confidence. She has a passion for working with clients to ensure iWave products are tailored to user needs.

April 01

11:30am - 12:00pm

Room
AFP Marketplace - Learning Lab 2

Acquiring New Monthly Donors Through the Power of Social Media

Every nonprofit organization uses social media but not always to full potential. This session provides tools to better engage viewers and create lifetime advocates for your cause. We will explain a proven two-step model, examining case studies while relating each to the principles of behavioral economics. Appeal to the sentiment of potential donors and convince them to take action!

Education Track

Speakers

Leigh Gough

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Leigh Gough is the Head of Business North & South America at Social Blue which helps Non Profit Organisations to acquire new monthly donors through Facebook & Instagram. With over 6 years of experience in digital marketing Leigh brings a unique perspective of how to create and implement a successful social media campaign from beginning to end, working with clients such as World Animal Protection, WWF, Save the Children and The Nature Conservancy of Canada to name but a few. A firm believer in always pushing the boundaries Leigh and the Social Blue team continue to revolutionise fundraising through digital marketing and lead the charge in using Social Media to its full potential.

April 01

11:30am - 11:45am

Room
AFP Marketplace - Learning Lab 1

The Social Media Sweet Spot: The Right Story, the Right Format, the Right Channel

It’s time to go back to social media basics with @fundraiserchad. We’ll focus on finding your organization’s social media sweet spot by sharing the right story in the right format on the right channel. Specific examples will be shared on how to turn organizational stories into social media content that donors and community members will like and engage with.

Education Track

Handouts
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Speakers

Chad Barger

Photo of Chad Barger
Chad Barger, CNP, CFRE is chief strategist and founder of the consulting and training firm Productive Fundraising. The firm specializes in improving donor retention and board engagement at small community-based nonprofit organizations. He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today, publishing free fundraising tips and resources via email and social media (sign up at fundraiserchad.com). Chad has spent his entire career as a fundraiser. Most recently, he served as the executive director of the Cultural Enrichment Fund (Harrisburg, PA) for a decade. Chad serves as an Adjunct Instructor at Messiah College. He is the 2018 recipient of the Central Penn Business Journal's Nonprofit Leadership Excellence Award.

April 01

11:45am - 12:00pm

Room
AFP Marketplace - Learning Lab 1

How to Schedule a Facebook Live Broadcast for Your Nonprofit Using BeLive.tv

Over the past year, daily watch time for Facebook Live broadcasts has more than quadrupled, and today 1 in 5 Facebook videos is a live broadcast. Nonprofits can take advantage of this growing trend by scheduling regular live broadcasts via the free tool BeLive.tv. Julia Campbell will show you how to plan and schedule a successful Facebook Live broadcast for your Facebook page.

Education Track

Speakers

Julia Campbell

Photo of Julia Campbell
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Returned Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild

April 01

12:15pm - 12:45pm

Room
AFP Marketplace - Learning Lab 2

Use Live Fundraising to Raise More and Attract a Younger Demo

A younger generation of fundraisers has taken the profession by storm raising money faster than ever before.  Hundreds of millions are being raised via gaming competitions, creative challenges, musical beat downs, and more that tap into a multi-billion dollar digital entertainment phenomenon.  Learn how to utilize this fast-growing form of fundraising and move your programs into the future.

Education Track

Speakers

Michael Wasserman

Photo of Michael Wasserman
Michael Wasserman is CEO/Co-Founder of Tiltify, the most popular P2P livestream fundraising platform. With more than 10 years of experience in charitable fundraising, Michael, with a passion for leveraging digital-first strategies, has helped raise tens of millions of dollars through innovative strategies for major charities as a consultant and executive.

April 01

12:15pm - 12:45pm

Room
AFP Marketplace - Learning Lab 1

The Amazing, Peeptastic “AFPeeps Game Show”

Join the AFPeeps during Happy Hour for the amazing, peeptastic AFPeeps Game Show. Compete in real time on your smartphone in this live, interactive contest testing your knowledge of social media and fundraising. Learn, laugh, and win big prizes!

Education Track

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.

James Anderson

Photo of James Anderson
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.

April 01

1:00pm - 1:30pm

Room
AFP Marketplace - Learning Lab 2

How to Leverage One-to-One Texting to Drive Donor Engagement

Conversations create relationships. Relationships drive action. In this demo session, learn how to turn advocates into donors, one-time donors into sustainers, and supporters into attendees. Participate in an interactive demo, learn new tips to drive engagement and stay to ask our experts how to build successful texting campaigns. Hustle’s one-to-one texting platform lets you build relationships to drive engagement. 

Education Track

April 01

1:15pm - 2:30pm

Room
205

Considering a Capital Campaign? Six Critical Tools You Need to Lead a Successful Campaign

Considering a campaign? Or maybe you’re committed to a campaign, but you’re not sure where to begin. If you’re responsible for a campaign, this session is for you. Learn how to plan and lead an effective campaign without relying on a full-service consultant. Leave with the critical tools and resources you need.

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

Amy Eisenstein

Photo of Amy Eisenstein
Amy Eisenstein, ACFRE, is an author, speaker, trainer, and consultant. She is the CEO and Co-Founder of the Capital Campaign Toolkit. Her published books include Major Gift Fundraising for Small Shops, Raising More with Less, and 50 A$ks in 50 Weeks. She became an AFP Master Trainer in 2009, a CFRE in 2004, and an ACFRE in 2013.

April 01

1:15pm - 2:30pm

Room
217 C

Using Storytelling in Planned Giving: New Findings on Storytelling and Gifts in Wills

Drs. Routley and James will report the latest findings in bequest decision-making from their neuro-imaging, experimental, and qualitative research. They'll also review research evidence behind storytelling, including how and when to tell stories in bequest fundraising, and share examples of the most effective stories used in legacy fundraising practice. The session will finish with a discussion of real-world, practical implications about how to use storytelling in your own legacy fundraising practice.

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)

Handouts
382UsingStorytellinginPlannedGiving.pptx
Speakers

Claire Routley

Photo of Claire Routley
Dr Claire Routley has worked in fundraising for over fifteen years, for charities large and small. In 2011, she completed a PhD looking at why people choose to leave charitable legacies. She is now a fundraising consultant, a tutor for the Institute of Fundraising’s qualification courses and a research fellow at Plymouth University’s Hartsook Centre for Sustainable Philanthropy. She is also a member of Rogare’s international advisory panel, and was named AFP’s emerging scholar 2017.

Russell James

Photo of Russell James
Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, New York Times, Wall Street Journal and Chronicle of Philanthropy.

April 01

1:15pm - 2:30pm

Room
Hemisfair Ballroom C1

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 your pitch and then make a decision. 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)

Handouts
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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.

April 01

1:15pm - 2:30pm

Room
214 A

Prospect Research and Prospect Management: There Is No Silver Bullet!

This session will highlight how to identify major gift prospects using easily obtainable data, and share the latest findings in major giving activity. Learn the six factors that best predict future philanthropy, gain an understanding of how new technology plays into research, and learn how to identify the best major giving prospects in prospect/donor lists.

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

Sarah Tedesco

Photo of Sarah Tedesco
Sarah started out in fundraising, working as a prospect researcher at the Baltimore Community Foundation during college. For the past 10 years, she has worked with nonprofit organizations of every type and size, helping them find the best tools and strategies for their needs. Sarah currently serves as the Executive Vice President for DonorSearch and directly oversees customer service, production and implementation, marketing, and the renewal department. Sarah enjoys working with clients on strategic initiatives

Abbie Von Schlegell

Photo of Abbie Von Schlegell
Abbie von Schlegell has been in the development field for over 40 years. She has held key major gifts positions at Stanford University, The University of Chicago, and was Chief Development Officer for the Shakespeare Theatre Company and for Enterprise Community Partners. Her extensive nonprofit experience includes capital campaigns, major gifts programs and volunteer and staff training. She heads her own firm, based in western Massachusetts, and is a Certified Governance Trainer with BoardSource.

April 01

1:15pm - 2:30pm

Inside the Mind of a Major Donor

What is the thought process for a major donor as they consider a significant gift? Would you like to get direct advice from a current major donor? This session will focus on how a major donor views the act of giving and nonprofits in general. Led by a major gift consultant and a donor who has given at significant levels, you will learn to infuse genuine donor perspective into your cultivation.

Education Track

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

Handouts
618AFPICON2019InsidetheMindofaMajorDonorMissionAdvancementSchuylerLehman.pptx
Speakers

Schuyler Lehman

Photo of Schuyler Lehman
Serving as a fundraising consultant since 1983, Schuyler has helped raise more than $5 billion for a variety of nonprofits. He has personally conducted over 50 capital campaigns. Schuyler has provided consultation to over 1,000 nonprofits. He has solicited major gifts from corporations, foundations, and individuals, conducted board retreats, trained thousands of volunteers, and served as a presenter at professional conferences. Schuyler created MAP with the objective of helping nonprofits provide transformational donor experiences.

Marilyn Harrington

Photo of Marilyn Harrington
Dr. Harrington was involved in higher education for almost 40 years and generated around $25 million in grants and contracts, including the largest federal grant for bioterrorism and emergency preparedness curriculum development from the U.S. health Resources and Services Administration. Her academic and administrative appointments include Wichita State University, the University of Missouri-Kansas City, the first female dean at Weber State University in Ogden, Utah, and the first female dean of the School of Health Professions at The University of Texas Health Science Center at San Antonio.

April 01

1:15pm - 2:30pm

Room
217 A

A Critical Look at Fundraising in the United States

Rogare, the Critical Fundraising think tank, has released its third international Critical Fundraising reports focused on trends in the profession within the United States. Join this panel discussion to discuss the findings on current trends in fundraising and their impact on our work. These international reports focus on the biggest opportunities in the sector and offer critical analysis into what fundraisers can do to improve their impact and focus.

Education Track

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

Speakers

Clay Buck

Photo of Clay Buck
T. Clay Buck, CFRE, is currently the Chief Development Officer at Boys & Girls Clubs of Southern Nevada and has worked as botha frontline fundraiser and consultant since 1991. He has a personal passion for annual giving and the infrastructure of fundraising, but is well-versed in all aspects of development. He serves on the advisory panel for Rogare, the fundraising think tank, and is an AFP Master Trainer. He teaches fundraising at UNLV.

Cherian Koshy

Photo of Cherian Koshy
Cherian Koshy, CFRE and AFP Master Trainer, has more than two decades of experience in a variety of non-profits where he has successfully helped organizations connect thousands of donors to causes they care about and raising tens of millions of dollars in the process. He serves as the Director of Development at Des Moines Performing Arts, one of the nation's premier arts organizations. He is also a member of Rogare and serves on the boards of several other organizations. He is a governor-appointed member of Iowa's Commission on Volunteer Service and co-founded the Des Moines Fundraising Insitute.

Taylor Shanklin

Photo of Taylor Shanklin
Taylor Shanklin is Vice President of Marketing at Pursuant -- a full-service fundraising agency helping nonprofits go beyond the ordinary to reach their goals. With over a decade spent serving nonprofits and working in nonprofit technology, Taylor's passion and purpose is to help charitable organizations connect the dots between marketing, technology, and fundraising. She loves coffee and living in Austin, TX with her husband and two children. You can follow her on twitter @tshankcycles.

James Green

Photo of James Green
Jim Green is the Regional Vice President for Philanthropy at Mercy Health Foundation for the state of Oklahoma. Jim works with staff, executives, doctors and volunteers to further the life-saving and innovative care at Mercy Health System. He is an avid community volunteer and has served on numerous committees and boards. He is a member of AFP, AHP and ACHE. Jim has a wife, two kids an MBA and CFRE.

Ashley Belanger

Photo of Ashley Belanger
Ashley Belanger is the Executive Revolutionary of the Rhode Island Urban Debate League, a social justice organization using academic debate to equip young people the tools and voice to change their world. She is a member of RI’s AFP chapter and is a proud advisory panel member for Rogare: the Fundraising Think Tank at the University of Plymouth’s Hartsook Centre for Sustainable Philanthropy. She believes critical thinking is the fundraiser’s way forward.

Marc Pitman

Photo of Marc Pitman
Concord Leadership Group founder Marc A. Pitman helps leaders lead their teams with more effectiveness and less stress. The author of "Ask Without Fear!®" and the executive director of TheNonprofitAcademy.com, Marc is also an Advisory Panel member of Rogare, a prestigious international fundraising think tank. Marc's expertise and enthusiasm engages audiences around the world and has caught the attention of media organizations as diverse as The Chronicle of Philanthropy, Al Jazeera, SUCCESS Magazine, and Fox News. Marc tweets regularly at @marcapitman. He is the husband to his best friend and the father of three amazing kids. And if you drive by him on the road, he’ll be singing 80’s tunes loud enough to embarrass his family!

Heather Hill

Photo of Heather Hill
Heather R. Hill, 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 most recently served 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.

April 01

1:15pm - 2:30pm

Room
304

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

Handouts
713beagiant3.pptx
Speakers

Kristina Carlson

Photo of Kristina Carlson
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.

April 01

1:15pm - 2:30pm

Room
210 A

Getting Involved in the ACFRE Process

Are you interested in applying for the Advanced Certified Fundraising Executive certification? This session will explain the ACFRE process and provide an opportunity for you to ask questions of ACFRE Certification Board members and other ACFRE certificants.

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

Members of the ACFRE Board -

Photo of Members of the ACFRE Board -

April 01

1:15pm - 2:30pm

Room
302

Everything We Know About Fundraising Is (Mostly) Wrong

We often hear about concepts like the fundraising pyramid, donor prospecting, or the funnel approach to donor cultivation. But do these concepts match up with reality? Join Steve MacLaughlin, vice president of data and analytics at Blackbaud and bestselling author of Data Driven Nonprofits, as he explores some of the most common myths about fundraising and how nonprofits can adjust to the new normal in giving.

Education Track

Speakers

Steve MacLaughlin

Photo of Steve MacLaughlin
Steve MacLaughlin is the Vice President of Data & Analytics at Blackbaud and best-selling author of Data Driven Nonprofits. MacLaughlin has been featured as a fundraising and nonprofit expert in The New York Times, The Washington Post, USA Today, The Chronicle of Philanthropy, and on National Public Radio. MacLaughlin serves on the board of the Nonprofit Technology Network (NTEN) and is a frequent speaker at conferences and events. Steve earned both his undergraduate degree and a Master of Science degree in Interactive Media from Indiana University.

April 01

1:15pm - 2:30pm

Room
Hemisfair Ballroom C3

CANCELLED SESSION - Rebels, Renegades, and Pioneers / Youth Activism in the Age of #NeverAgain

The day after the horrific shooting at Marjory Stoneman Douglas High School in 2018, three teens devised a plan to influence the U.S. midterm elections, demanding legislative action. This movement mobilized countless youths around the globe to support gun control legislation. How will this mass youth mobilization change the sector?

Education Track

April 01

1:15pm - 2:30pm

Room
206

Fundraising from the Whole Community: Diversity as a Powerful Fundraising Strategy

How many times has your senior staff and/or Board raised concerns about the lack of diversity in your leadership, staff, and donors? This workshop will provide strategies for you and your team to go beyond talking about diversity to creating a culture of comprehensive diversity in your nonprofit.

Education Track

Speakers

Hannah Berger

Photo of Hannah Berger
A seasoned professional fundraiser, Ms. Berger brings a wealth of knowledge and practical experience to clients throughout the western United States. As a Senior Consultant with Fitz Non-Profit Consulting, she guides clients through major campaigns, board recruitment and development, foundation and corporate relations and international fundraising. Prior to becoming an independent consultant, Ms. Berger held senior management positions with the New Children’s Museum in San Diego, the Herbalife Family Foundation in Los Angeles and a national nonprofit, the Foundation for Prader-Willi Research. She is skilled at building authentic relationships with donors and matching the donor’s intent with the organization’s biggest funding needs.

Armando Zumaya

Photo of Armando Zumaya
Armando Zumaya has been in fundraising for 32 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management. He is currently an active Chief Development Officer. Armando is well known for his work in teaching prospecting, solicitation, cold calling, major gifts techniques and remote constituency fundraising. He also speaks about the rise of Latino Major Giving in the US through his direct experience raising major gifts in the Latino community. Armando has been widely published including articles in the Chronicle of Philanthropy, the Grassroots Fundraising Journal, Currents (The Magazine of CASE) The Major Gifts Report Fundraising Compass, Bloomerang, Frost on Fundraising and others.

April 01

1:15pm - 2:30pm

Room
214 C

Your Money Is Tight Because Your Staff Isn't Right (Eligible for 1.25 ACFRE credits in Management)

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

Handouts
449AFPConferencePresentation2019YourMoneyisTight.pdf
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

Photo of Pam Owens
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.

April 01

1:15pm - 2:30pm

Room
303

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. Learn 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)

Handouts
634IntrovertsUniteFinal.pdf
Speakers

Matthew Siegel

Photo of Matthew Siegel
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

Photo of Vinney Arora
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

Photo of Ann-Marie Meacham
Ann-Marie Meacham has 15 years of experience in the nonprofit sector and has raised more than $8 million for various causes near and dear to her heart. She has a master's degree in public administration and received her CFRE in 2016. Currently, Ann-Marie is a fundraising consultant and enjoys work as an interim executive or development director, helps nonprofits raise major gifts and develop strategic and fundraising plans. She loves helping nonprofits raise the money of their dreams. Ann-Marie proudly served as President of the AFP Silicon Valley Chapter in 2016, and looks forward to rejoining the board of directors as Treasurer in 2018. In 2018, she was named as one of Silicon Valley Business Journal's Women of Influence.

April 01

1:15pm - 2:30pm

Room
301

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)

Handouts
555LGBTQDonorsforweb2.pdf
Speakers

Mack Campbell

Photo of Mack Campbell
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.

April 01

1:45pm - 2:15pm

Room
AFP Marketplace - Learning Lab 2

It's Magic! Uplevel Insights with AI and Predictive Analytics

Join us to learn how you can take advantage of AI and predictive analytics to make your fundraising team smarter than ever with Salesforce.org Nonprofit Cloud.

Education Track

Learning Lab

Speakers

Dustin Pitts

Photo of Dustin Pitts
As a Solution Engineer for Salesforce.org, Dustin brings over a decade of experience working with non-profit organizations throughout North America. He is responsible for helping non-profit leaders to determine which Salesforce tools will be most effective in moving their mission forward. Dustin is based in Charleston, SC.

April 01

1:45pm - 2:15pm

Room
AFP Marketplace - Learning Lab 1

Learn All About AFP360°l Powered By Korn Ferry Advance

Join us for a session with Korn Ferry Advance, our new business partner which offers a 360-solution for professional success. During this session a top Korn Ferry Advance career coach will give you an overview of the cutting edge technology tools, such as a traits assessment and interview prep app designed with artificial intelligence, and one-on-one coaching services to help you with an execution strategy to achieve your career goals.

Education Track

Learning Lab

April 01

2:30pm - 3:00pm

Room
AFP Marketplace - Learning Lab 2

Using Automation to Personalize Donor Experiences and Punch Above Your Weight Class

With modern fundraising tools, gone are the days when only a select few major donors can receive personal attention and focus. Cultivate stronger relationships with your entire donor pool by leveraging the power of Virtuous Automation. Join us to see how even the smallest shops can give mid-level donors major attention.

Education Track

Speakers

Scott Rich

Photo of Scott Rich
Scott Richards has spent the better part of a decade teaching nonprofits of all sorts how to make the best use of technology solutions. Currently the Director of Training for Virtuous CRM, Scott previously trained users with WealthEngine, and has spent time working for a variety of nonprofit organizations over the years.

April 01

2:30pm - 3:45pm

Room
AFP Marketplace - Learning Lab 1

AFP Content Peeps

Are you an aspiring author? Are you a subject matter expert in the areas of fundraising and philanthropy? Do you have a unique point of view, new research, or innovative techniques? Join members of the Content Advisory Committee for an information and interactive presentation. Learn about the variety of publishing opportunities available through AFP.

Education Track

Learning Lab

April 01

3:00pm - 4:15pm

Room
Hemisfair Ballroom C3

Rebels, Renegades, and Pioneers / From Making Waves to Creating a Tsunami of Change

Today, protest movements around the world are not only making waves, but creating a tsunami for social change.  Most need fueling by fundraising and are driven by mass social engagement.  What are we doing to encourage a new generation of change-makers to pioneer new tools that raise funds for social causes?  In this session we will question if fundraising has “gone soft” rather than tackling the root causes of social justice.

Education Track

Speakers

Cherian Koshy

Photo of Cherian Koshy
Cherian Koshy, CFRE and AFP Master Trainer, has more than two decades of experience in a variety of non-profits where he has successfully helped organizations connect thousands of donors to causes they care about and raising tens of millions of dollars in the process. He serves as the Director of Development at Des Moines Performing Arts, one of the nation's premier arts organizations. He is also a member of Rogare and serves on the boards of several other organizations. He is a governor-appointed member of Iowa's Commission on Volunteer Service and co-founded the Des Moines Fundraising Insitute.

Roger Craver

Photo of Roger Craver
Roger M. Craver is a fundraising pioneer who’s helped launch and build organizations like Common Cause, the National Organization for Women, the ACLU, the Sierra Club, Greenpeace, Amnesty International, and dozens of others both in the U.S. and Europe. Roger is the author of Retention Fundraising: The Art and Science of Keeping Your Donors for Life. Now he’s the editor-in-chief of the fundraising blog The Agitator and founder of DonorTrends, which provides fundraising analytics.

April 01

3:00pm - 4:15pm

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

SickKids Foundation has a robust monthly donor acquisition program. This session highlights the journey of one monthly donor who went from giving $100 per month to becoming a $6.5 million 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.

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.

April 01

3:00pm - 4:15pm

Room
302

Five Must Haves for Your Funder Site Visit

Making an impression on a foundation program officer is the last step to securing your funding. Nonprofit agencies both dread and look forward to hosting a funder. Come learn tips and tricks for how to prep for a site visit and make the most of the sit-down meeting.

Education Track

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

Handouts
574AFPPATH5MustHavesforyourFunderSiteVisit1.PPTX 574AFPPATHHandoutConfidentialProfile.pdf
Speakers

Melissa Khamvongsa

Photo of Melissa Khamvongsa
Melissa Khamvongsa is the Senior Director of Institutional Giving at PATH where she oversees all grants throughout California. Melissa and her team implement long-term strategies and ensure consistent foundation, corporate, and government communication. Melissa has helped PATH identify and maintain new philanthropic relationships that support PATH’s mission of ending homelessness. Melissa has raised over $25 MIL in her career and has her BA from Loyola Marymount University and her MPA from CSU Northridge.

Tara Pak

Photo of Tara Pak
Since joining PATH in 2017, Tara Pak, Director of Grants, leads the agency’s statewide foundation and corporate grant strategy, and oversees Los Angeles’ public-private partnerships and robust government funding. Tara and her team pursue institutional giving opportunities across California, growing and sustaining our mission-driven work. With eight years of experience, Tara has helped raise $19M to support the region’s social sector. She earned her bachelor’s degree in literary journalism from the University of California, Irvine.

April 01

3:00pm - 4:15pm

Room
Hemisfair Ballroom C1

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.

April 01

3:00pm - 4:15pm

Room
214 C

The Five Strategic Planning Tools That Lead to Fundraising Success!

Want to stay 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. Learn to develop a strategic planning process that is practical, productive, and meaningful. Learn also about leadership tools you can utilize to raise more money and effectively serve your organization.

Education Track

Speakers

Jennifer Oyer

Photo of Jennifer Oyer
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.

April 01

3:00pm - 4:15pm

Room
205

Overcoming Physician Objections to Grateful Patient Fundraising

The majority of donors fund their doctor. Thus, as fundraisers, clinicians are our natural partners and indispensable in the fundraising process. The majority of philanthropy comes to hospitals from grateful patient and their families. While any fundraiser can benefit from this session, it’s aimed primarily at leaders who are interested in building respectful, long-term working relationships. Practiced effectively and consistently, the tenets in this session will aid in increasing physician satisfaction with the development office.

Education Track

Speakers

Michael Delzotti

Photo of Michael Delzotti
Mike began his nonprofit career as program administrator for Washington Workshops in DC then spent time managing hospital departments/clinics in Philadelphia. Returning to philanthropy, he joined a public foundation in Los Angeles, served as executive director of development at UCLA then VP of Development at Special Olympics. Mike had been the director of development/team lead for Rice University, and Senior Director at MD Anderson. In that role, he led a principal gifts team during two $1B campaigns and directed a $60M campaign partnering with MIT and the Baylor College of Medicine. Delzotti serves as Treasurer on the AFP Global Executive Committee, Chair of the National Association of Cancer Center Development Officers Board (NACCDO) and an AFP master trainer.

Chris Kasavich

Photo of Chris Kasavich
Chris has been a professional fundraiser for seventeen years serving in a variety of positions and nonprofit sectors. He began his career in fundraising at Rice University as the first Leadership Giving officer, then a Major Gifts officer. After several years he joined the Houston Symphony as Director of Corporate Relations. Chris joined Baylor College of Medicine as Director of Annual Giving during the $1 billion “Best Minds, Best Medicine” campaign. During his tenure, Chris more than doubled the performance of the annual giving program with no increase in budget. Currently, as Senior Director of Philanthropic Resources at the University of Texas MD Anderson Cancer Center, Chris is focused on raising major gifts to support the mission of ending cancer.

April 01

3:00pm - 4:15pm

Room
214 A

The Robots Are Coming: Artificial Intelligence and the Future of Fundraising

Artificial Intelligence is disrupting various industries and changing the way many organizations function. In this session, we'll provide an introduction to Artificial Intelligence, share what AI means for the future of fundraising and provide some tips and tricks around how your organization can take advantage of this advanced technology.

Education Track

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

Speakers

Dustin Pitts

Photo of Dustin Pitts
As a Solution Engineer for Salesforce.org, Dustin brings over a decade of experience working with non-profit organizations throughout North America. He is responsible for helping non-profit leaders to determine which Salesforce tools will be most effective in moving their mission forward. Dustin is based in Charleston, SC.

Andrea Schiller

Photo of Andrea Schiller
Andréa Schiller is a Senior Product Marketing Manager on the Salesforce.org team focused on nonprofit fundraising and artificial intelligence. Andrea also co-founded TeachTech Inc, a 501c3 nonprofit that focuses on bridging the gap between older and younger generations when it comes to technology literacy. Originally from San Diego, she has also completed an Ironman race and studies part-time at the UC Berkeley Haas School of Business.

April 01

3:00pm - 4:15pm

Room
303

The Donors of Tomorrow: Effective Ways to Engage Young Donors

Young people are our future (donors), but many nonprofits are simply overlooking them. Though most resources are allocated to big-dollar donors, you should also have a plan to engage millennials and—gasp!—centennials in your mission to ensure the long-term sustainability of your nonprofit. We’ll discuss the perils of ignoring younger audiences when it comes to donor cultivation as well as ways to turn these generations into your future donors.

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)

Handouts
Speakers

Rachel Clemens

Photo of Rachel Clemens
Rachel Clemens builds things. First, she built a career as a designer - working for some of the most recognizable names in advertising, including stints in London and Australia. Then, she built Creative Suitcase - her own strategic communications firm. Over the next 11 years, Creative Suitcase helped organizations like United Way, Habitat for Humanity, The University of Texas, and countless others, raise money and awareness to improve their communities. In 2016, Creative Suitcase merged with Mighty Citizen. As the Chief Marketing Officer, Rachel splits her days between promoting Mighty Citizen's marketing services and working directly with nonprofit clients on their branding, marketing, and campaigns. She is also a frequent speaker at local and national conferences and events.

Caroline Fothergill

Photo of Caroline Fothergill
Caroline Fothergill is a marketing strategist at Mighty Citizen, an Austin based agency transforming mission-driven organizations through branding, marketing, and digital communications. She earned her master’s in marketing from The University College Dublin and her bachelor’s in communication studies from Emerson College. She has worked in-house with numerous nonprofits and has developed expertise in health communications, social marketing, and digital marketing. Caroline is a native Vermonter and a proud AmeriCorp alum.

April 01

3:00pm - 4:15pm

Room
217 C

How Do Great Fundraisers Become Great Managers? (Eligible for 1.25 ACFRE credits in Management)

Do fundraisers make good managers? Few organizations offer extensive support for the transition into a management role. For fundraisers in particular, the shift can be challenging—from a front-line role doing your individual best to a behind-the-scenes role orchestrating competitive development professionals to act as cohesive teams. Can you be both a good fundraiser and a good manager? We will provide tips and tools to help individuals and organizations succeed.

Education Track

Speakers

Nancy Racette

Photo of Nancy Racette
Nancy Racette is the co-founder and COO of DRi, an executive search and development consulting firm that has placed more than 400 leaders—including 75 chief executives—at local, national, and international nonprofits. She is a Board member of the YWCA-USA. Nancy co-founded DRi in 2001 after leading successful fundraising and communications programs at the American Red Cross and Girl Scouts of the USA. She earned her B.A. at Boston University and the CFRE credential in 1996.

Nancy Withbroe

Photo of Nancy Withbroe
Nancy Withbroe, is COO and Chief of Staff at the National Women’s Law Center, and was the Vice President for Development and Strategy. Nancy was Senior Director, Development at Share Our Strength, leading dramatic growth in revenue and partnerships. She previously consulted with clients like the Human Rights Campaign Foundation and the Wounded Warrior Project and served in various roles at DC-area institutions. She has a BA from Carleton College and MA from American University.

Joshua Tobing

Photo of Joshua Tobing
Joshua is the Development Assistant for the National Women’s Law Center where he is also a member of the Law Center’s AANHPI Caucus and OMT Change Team, a group of staff representing the full spectrum of diversity across personal and professional backgrounds informing institutional DEI work. As a fundraiser, he is actively dedicating his career to dismantling systems of white supremacy through the philanthropic process. Joshua is an alumnus of the Conrad N. Hilton Foundation’s Hilton Laureate Prize Coalition Fellowship for emerging humanitarian leaders, where he worked with SOS Children’s Villages conducting research and advising their integrated marketing communications team.

April 01

3:00pm - 4:15pm

Room
206

Pay No Attention to That Woman Behind the Curtain! Direct Mail 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)

Handouts
733DirectMailInTheLandOfOzHANDOUTS.pdf
Speakers

Holly Paulin

Photo of Holly Paulin
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.

April 01

3:00pm - 4:15pm

Room
301

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—apply the same process to their fundraising, but have been slow to adopt it. This session provides an overview of design thinking 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)

Handouts
505BetterByDesignAFPICON2019.pptx 505BetterByDesignAFPICON20191.pdf
Speakers

Brock Warner

Photo of Brock Warner
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

Photo of Nicole Kallmeyer
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.”

April 01

3:00pm - 4:15pm

Room
217 A

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

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

Handouts
494MacQuillinBeneficiaryFraming.pptx
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.

April 01

3:00pm - 4:15pm

Room
304

CANCELLED SESSIONS - Me, Myself, and I: Successfully Running a One-Person Development Shop

“I am the only person in the fundraising shop, and I'm expected to write grants, plan events, and steward donors—with few resources. The fundraising operation is haphazard at best. Where do I start?” Sound familiar? In this session, learn tools and techniques to develop a comprehensive 90-day plan to prioritize your work so you can set big goals, hold yourself accountable, and deepen your donor relationships.

Education Track

Speakers

Meredith Terrian

Photo of Meredith Terrian
Meredith has an extensive background in nonprofit development and administration, having previously held development positions as a grant writer and manager, Development Director, and currently Chief Development Officer. Meredith is an active member of the Association of Fundraising Professionals (AFP), American Grant Writers Association (AGWA), and is preparing for her Certified Fund Raising Executive (CFRE) certification. Meredith serves as an indepent consultant, trainer, speaker, and writer through her company, Allied Development Consulting .

April 01

3:15pm - 3:45pm

Room
AFP Marketplace - Learning Lab 2

Go Big! Manage and Steward Your Major Donors

Join us to learn how you can understand and efficiently steward your major donors on Salesforce.org Nonprofit Cloud.

Education Track

Learning Lab

Speakers

Basil Tilmon

Photo of Basil Tilmon

April 01

4:00pm - 4:30pm

Room
AFP Marketplace - Learning Lab 1

Learn All About AFP360°l Powered By Korn Ferry Advance

Join us for a session with Korn Ferry Advance, our new business partner which offers a 360-solution for professional success. During this session a top Korn Ferry Advance career coach will give you an overview of the cutting edge technology tools, such as a traits assessment and interview prep app designed with artificial intelligence, and one-on-one coaching services to help you with an execution strategy to achieve your career goals.

Education Track

Learning Lab

April 02

8:00am - 9:15am

Room
206

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)

Handouts
321MajorGiftCultivationandStewardshipatSpecialEventsPresentation.pptx 321DonorCultivationEventGuidelines.pdf 321Emailtemplates.pdf 321LeadershipActionList.pdf 321Missionbasedhandout.pdf 321RECultivationeventtracker.pdf 3212019MHFEventsPostcard.pdf
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

Photo of Jennifer Smith
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.

April 02

8:00am - 9:15am

Room
302

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)

Handouts
Speakers

Rachel Clemens

Photo of Rachel Clemens
Rachel Clemens builds things. First, she built a career as a designer - working for some of the most recognizable names in advertising, including stints in London and Australia. Then, she built Creative Suitcase - her own strategic communications firm. Over the next 11 years, Creative Suitcase helped organizations like United Way, Habitat for Humanity, The University of Texas, and countless others, raise money and awareness to improve their communities. In 2016, Creative Suitcase merged with Mighty Citizen. As the Chief Marketing Officer, Rachel splits her days between promoting Mighty Citizen's marketing services and working directly with nonprofit clients on their branding, marketing, and campaigns. She is also a frequent speaker at local and national conferences and events.

Rachel Muir

Photo of Rachel Muir
Rachel has worked every side of the Rubik’s cube that is the nonprofit sector. When she was 26 Rachel Muir launched Girlstart, a non-profit empowering girls in math, science, engineering and technology in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million and was featured on Oprah, CNN, and the Today show. Her career spans running successful nonprofits, leading an online fundraising consulting practice and managing major gift portfolios. Today Rachel delivers keynotes, custom trainings and board retreats that transform people into confident, successful fundraisers.

April 02

8:00am - 9:15am

Room
214 A

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)

Handouts
535PelletierICON20190401.pdf
Speakers

Marianne Pelletier

Photo of Marianne Pelletier
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.

April 02

8:00am - 9:15am

Room
304

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

Photo of Susan Howlett
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.

April 02

8:00am - 9:15am

Room
214 C

Is the Idea of Charity Getting in the Way of Change?

Charity? Philanthropy? What about justice? What about community? Does the concept of charity create as many problems as it solves? By examining other giving traditions, you will be challenged to consider whether the traditional model of charity is self-defeating.

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)

Handouts
608RosenfieldReThinkCharityAFPICON2019DelegateVersion.pdf
Speakers

Ann Rosenfield

Photo of Ann Rosenfield
Ann Rosenfield, MBA, CFRE is an award-winning professional who has been helping donors, volunteers, Boards, and neighbours make good decisions about charity for over 20 years. She also serves as the Editor of Hilborn Charity eNews, Canada's weekly source for sector news. Her professional volunteer leadership service includes over 8 years with Imagine Canada and over 20 years with the Association of Fundraising Professionals. In her spare time, she serves as Board Secretary of Rainbow Railroad.

April 02

8:00am - 9:15am

Room
303

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 you scratching your head or dressing your wounds. What happened? Could this have ended differently? This session explores how and why donor relationships become strained or broken, and how we can proactively avoid "relationship killers," as well as mitigate near-disaster situations when they occur.

Education Track

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

Handouts
338MGrantPresentation20191.pptx
Speakers

Monica Grant

Photo of Monica Grant
Monica Grant, CFRE, is the CEO of the San Luis Obispo County YMCA. She has over thirty years of experience as a nonprofit and development professional including the YMCA, UC Santa Cruz, and the Nature Conservancy. 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 past president of her local AFP chapter and serves on the boards of the San Luis Obispo Chamber of Commerce Board and Sierra Vista Regional Medical Center. Monica is an active advocate and voice for the diversity and inclusion efforts of the organizations she serves.

April 02

8:00am - 9:15am

Room
Hemisfair Ballroom C1

Embracing Innovation to Engage and Inspire Millennials and Gen Z to Give

More people are being activated than ever before, especially millennials and gen z. In this session we'll share trends in millennial giving and provide recommendations on how you can use technology to reach millennials and gen z where they are and inspire them to give and advocate for your organization.

Education Track

Speakers

Elaine Stanfield

Photo of Elaine Stanfield
Elaine Stanfield is an Enterprise Product Marketing professional at salesforce.org, focusing on bringing powerful marketing and engagement solutions to nonprofits around the world. She is passionate about helping organizations identify the best technology solutions for their specific needs and supporting them to find a voice for their missions. Prior to working in the nonprofit space, Elaine worked at Salesforce.com for over 4 years where she specialized in marketing positioning & strategy, research methodology, customer marketing, and executive communications.

John Patton

Photo of John Patton
John Patton manages The Solution Engineering team that focuses on the Marketing Cloud at Salesforce.org where he has been for 8 years. John also co-founded a non profit focusing on mobile giving technology and impact measurement strategies. Before that, John worked in the web analytics space focusing on attribution models and personalization strategies.

April 02

8:00am - 9:15am

Room
301

Through the Looking Glass: Articulating Your Identity as a Professional Fundraiser (Eligible for 1.25 ACFRE credits in Leadership)

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. Participants 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

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

Handouts
330ThroughtheLookingGlasshandout.pdf
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.

April 02

8:00am - 9:15am

Building Donor Loyalty: Lessons From Research

In this fast moving sessions we'll look at what drives loyalty, how loyalty can be measured, and the critical role of satisfaction, commitment, and trust. We'll also look at more recent work on how the nature of satisfaction can shift as relationships deepen. The session will close by examining the role of donor identity and why this will shortly become the hottest new concept in fundraising.

Education Track

Handouts
832afpBUIldingDonorLoyalty.pdf
Speakers

Adrian Sargeant

Photo of Adrian Sargeant
Adrian Sargeant is Chief Executive of The Philanthropy Centre. Formerly, the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University, Adrian is passionate about achieving massive growth in philanthropy. His work is focused on achieving that by developing the value that donors get from their giving. He specializes in the new science of philanthropic psychology, a science that is routinely doubling the income for those charities that apply it. Adrian has received many accolades for his contributions to the profession and was named to the Nonprofit Times Power and Influence List in 2010. He received a Civil Society Award and a Lifetime Achievement Award from the Institute of Fundraising in 2016.

April 02

8:00am - 9:15am

Room
217 C

CANCELLED SESSION - Conquering Impostor Syndrome: Understanding and Demonstrating Your Value

Impostor syndrome occurs when you feel like a fraud—like your successes are undeserved or the result of luck, timing, or other factors. Recently landed a promotion? Started managing a team? Appointed to lead a project? Ironically, the further you grow your career, the more opportunities there are for impostor syndrome to rear its head. This session will equip you with the skills and tools you need to thrive as a professional fundraiser.

Education Track

Speakers

Meredith Terrian

Photo of Meredith Terrian
Meredith has an extensive background in nonprofit development and administration, having previously held positions as grant writer and manager, campaign manager, and chief development officer. She is an active member of the Association of Fundraising Professionals (AFP), and the American Grant Writers Association (AGWA). Meredith volunteers her time on a number of nonprofit boards, and she is currently pursuing her CFRE credential and Masters degree in Nonprofit Administration (MNA).

April 02

8:00am - 9:15am

Room
205

Is Prospect Research Invasive? The Structure and Ethics of Prospect Research

In the wake of data scandals and changing privacy laws overseas, is traditional prospect research still relevant and appropriate for fundraising? Is prospect research donor-centered? What are the ethics surrounding its use? Learn what data is included in prospect research and how assumptions are made about capacity. Then we'll discuss the ethics around the use of publicly available data and how best to implement them into your own practice, regardless of its size.

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)

Handouts
485AFPICON2019IsProspectResearchInvasiveTClayBuckDonorSearchfinal.pdf
Speakers

Clay Buck

Photo of Clay Buck
T. Clay Buck, CFRE, is currently the Chief Development Officer at Boys & Girls Clubs of Southern Nevada and has worked as botha frontline fundraiser and consultant since 1991. He has a personal passion for annual giving and the infrastructure of fundraising, but is well-versed in all aspects of development. He serves on the advisory panel for Rogare, the fundraising think tank, and is an AFP Master Trainer. He teaches fundraising at UNLV.

Ryan Woroniecki

Photo of Ryan Woroniecki
Ryan Woroniecki is currently the VP of Strategic Partnerships at DonorSearch. With nearly a decade of experience, Ryan has helped hundreds of nonprofits plan data-informed fundraising strategies. He is a former board member of APRA-MD and currently serves as the Co-Chair of Membership at The Giving Institute, the sister organization of The Giving USA Foundation. In his current role, he uses his experience to build data informed processes with fundraising tech and service firms alike, making it easier for thousands of nonprofits to make data informed decisions.

April 02

9:15am - 9:30am

Room
AFP Marketplace - Learning Lab 1

Blackbaud Peeps

Education Track

Learning Lab

April 02

9:30am - 9:45am

Room
AFP Marketplace - Learning Lab 1

Thank, Inform, and Engage Your Supporters With Personalized Videos

Using personalized videos, Susan G. Komen Florida and ACHIEVA have elevated their donor stewardship exponentially. Learn how these different nonprofits were able to do it by using personalized videos to capture impact stories.

Education Track

Learning Lab

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.

David Tinker

Photo of David Tinker
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.

April 02

10:00am - 11:15am

Room
AFP Marketplace - Learning Lab 1

How to Use AFP's Donor Giving Data to Improve Your Fundraising Results

AFP's research results reveal details about how fundraising revenues have demonstrated a growth in giving at the same time as donor participation continues to decline. These data provide usable benchmarks and guidelines to all nonprofits for comparative analysis on how to increase their fundraising effectiveness.

Education Track

Learning Lab

Speakers

Jim Greenfield

Photo of Jim Greenfield
Jim Greenfield has served since 1962 as a fundraising executive to three universities and five hospitals on the East and West Coasts and in between. He remains active today with consulting, speaking, teaching, volunteering, and writing in support of professional fundraising practices including as a member of both the Growth in Giving Initiative Steering Committee and the Fundraising Effectiveness Project Working Group.

Ben Miller

Photo of Ben Miller
Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to advance database marketing in the non-profit industry. Ben Miller is the Chief Analytic Officer at DonorTrends, and has helped raise hundreds of millions of dollars from millions of donors over his career. Ben also serves on the Research Council for the AFP and is a member of the Growth in Giving Initiative.

April 02

10:00am - 10:30am

Room
AFP Marketplace - Learning Lab 2

Acquire, Inspire, and Convert New Donors

Join us to learn how to up level your fundraising by developing 1:1 donor journeys on Salesforce.org Nonprofit Cloud.

Education Track

Learning Lab

Speakers

John Patton

Photo of John Patton
John Patton manages The Solution Engineering team that focuses on the Marketing Cloud at Salesforce.org where he has been for 8 years. John also co-founded a non profit focusing on mobile giving technology and impact measurement strategies. Before that, John worked in the web analytics space focusing on attribution models and personalization strategies.

April 02

10:15am - 11:30am

Room
217 C

New Trends in Donor Stewardship: Saying "Thank You" All Year Long

As fundraisers, we work so hard to secure gifts and then forget that our donors deserve much more than just thank-you letters. In this interactive session, participants will see real examples of ways to say thanks all year long through cards, pictures, notes, and other cost-effective yet much appreciated ways. After all, have you ever had a donor say, "Will you stop thanking me?"

Education Track

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

Handouts
332Thankyouletterprocedure.docx 3322018YearEndImpactReport.docx 332DrGeorgeDonorThankYoucalls.docx 332MarkChilutti2019AFPICONPresentation.pptx
Speakers

Mark Chilutti

Photo of Mark Chilutti
Mark Chilutti, CFRE, has raised over $25 million to improve the quality of life of individuals with disabilites at Magee Rehabilitation Hospital in Philadelphia. A former patient himself, he has been with this small inner-city hospital for over 18 years, and specializes in Major and Planned Giving, Board Development and Donor Relations. He led the Campaign for the Creative Therapy Center and Healing Gardens, helping Magee to successfully complete its first campaign in decades. He is active with the Greater Philadelphia AFP Chapter presetning engaging sessions, and has led their Compass Conference for the last 3 years. Mark is an Eagle Scout sill actively involved as a top level volunteer, a former wheelchair tennis player, and distinguished public speaker.

April 02

10:15am - 11:30am

Room
206

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

First-time donor cultivation is often 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. The author of Storytelling in the Digital Age: A Guide for Nonprofits, she trains and consults with nonprofits of all sizes on how best to use digital tools to tell compelling stories, engage active supporters, and raise millions.

April 02

10:15am - 11:30am

Room
303

Our Best Donors Are Aging: Communicating and Working With Seniors

Learn tips and techniques for successful marketing to seniors and whether your materials are senior-friendly. Bring examples of your materials for critique. Learn how to get seniors to meet you and choosing the best time and place. Understand how to deal with advisers and relatives. Learn to deal with the conditions of aging, including documenting sensitive issues and what never to include. And 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)

Handouts
588AFP2019JensensOurBestDonorsAreAgingFinal.pdf 588AFP2019JensensOurBestDonorsAreAgingFinal1.pptx
Speakers

John Jensen

Photo of John Jensen
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.

April 02

10:15am - 11:30am

Room
Hemisfair Ballroom C3

Inclusion in the Age of Diversity, Part II: Beyond Recruitment

At AFP ICON 2018, a candid discussion looking at hiring and retention through an equity and inclusion lens launched a much-needed conversation. This session will continue that dialogue, bringing together three nonprofit leaders to discuss talent management with a focus on diversity, equity, and inclusion. Panelists will share their personal experiences, discussing what happens within their organizations—and after recruitment—to build inclusive, equitable workplaces where all employees can thrive and advance.

Education Track

Handouts
607InclusionintheAgeofDiversityPartIIBeyondRecruitment.pptx
Speakers

Christina Yoon

Photo of Christina Yoon
As Vice President for Campbell & Company, Christina uses her broad experience when advising nonprofits. Christina has experience as an independent consultant and fundraiser for MIT. She serves on the Board of AFP DC Chapter and the IDEA Committee of AFP International. Christina is also a seasoned speaker and workshop facilitator on a variety of fundraising topics. She holds a B.S. in Molecular Biophysics and Biochemistry from Yale and a Ph.D. in Biology from MIT.

Daphne Logan

Photo of Daphne Logan
Daphne Logan, Senior Vice President, People at the Ounce of Prevention Fund, has a successful record of organizational and human resource strategy development and execution. Logan is a transparent and self-aware leader who finds solutions to exceed expectations. Her expertise in culture building and talent investment has created engaged workforces who are agile and embrace innovation while working collaboratively to reach objectives. She is a graduate of Northwestern University.

Rob Henry

Photo of Rob Henry
Rob Henry is Vice President of Education at CASE, responsible for the global strategy for talent management, conferences, library, diversity, and research. Formerly an active CASE volunteer speaker, Rob joined the CASE staff in 2006. He previously held advancement management positions at Yale University, the University of Connecticut Foundation, and Michigan State University. Rob is a graduate of Murray State, MA from Eastern Michigan, and received the CASE Crystal Apple Award for Teaching Excellence.

Mary Nemerov

Photo of Mary Nemerov
Mary Nemerov is Chief Advancement Officer at the Sierra Club, the country's oldest and most influential grassroots environmental organization. She has worked in board development and fundraising for environmental organizations for more than 20 years. A graduate of U.C. Berkeley and the University of Michigan, Mary has led major fundraising efforts in both the Northeast and California. She manages membership and direct marketing, planned giving, business partnerships, brand marketing and major gifts efforts.

April 02

10:15am - 11:30am

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

Photo of Anthony Alonso
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.

April 02

10:15am - 11:30am

Room
301

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

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

Speakers

Cherrelle Duncan

Photo of Cherrelle Duncan
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

Photo of Amber Rangel
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.

April 02

10:15am - 11:30am

Room
205

Measuring Fundraising Effectiveness: The Conversations Nonprofits Aren’t Having

Under-investing in fundraising can create real risks, but too often that gets overlooked in most conversations about fundraising effectiveness. This session will share a new framework for measuring fundraising effectiveness designed to help boards and staffs have informed conversations about the importance of a well-balanced fundraising strategy.

Education Track

Speakers

Anne Wallestad

Photo of Anne Wallestad
Anne Wallestad serves as president and CEO of BoardSource, a globally recognized nonprofit focused on strengthening nonprofit leadership at the highest level: the board of directors. Anne was appointed to her position in 2013, after having served on BoardSource’s leadership team for nearly five years. With 20 years of nonprofit leadership experience, Anne has worked closely with boards and volunteers in national and local organizations.

Andy Davis

Photo of Andy Davis
As BoardSource’s director of education, Andy Davis is responsible for creating and delivering the public trainings that BoardSource offers to the nonprofit sector, overseeing the BoardSource Certified Governance Trainer program, and aligning BoardSource’s educational offerings across departments. Additionally, as a BoardSource consultant and trainer, Andy works with the organization’s clients nationally, developing and delivering our respected consulting and training services. Prior to joining BoardSource nine years ago, Andy served as a professional development coordinator for Quality Enhancement for Non-Profit Organizations (QENO) in Wilmington, North Carolina. He holds a master’s degree in public administration with a concentration in nonprofit management from the University of North Carolina at Wilmington. Andy also serves as the chair of the national advisory council of AmeriCorp

April 02

10:15am - 11:30am

Room
Hemisfair Ballroom C1

Crowdfunding: How the Rules of Fundraising Have Changed

Crowdfunding has fundamentally changed the relationship between donors and how they support social issues. These newly empowered individuals move quickly and are no longer dependent on nonprofits to connect to causes they care about. Simply put, this is a game-changer for fundraisers. In this session, you will learn how online fundraising tools and the popularity of social media has changed our industry and how your organization can use these changes to your benefit.

Education Track

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

Speakers

Robyn Mendez

Photo of Robyn Mendez
Over the last 16 years, Robyn Mendez done everything from setting up pop-up tents in the rain to deploying multi-national fundraising websites. She has a passion for empowering individuals to raise funds for the causes most important to them and believes the collective few have the power to change the world. Robyn lives in Houston, TX with her husband, 2 kids and french bulldog.

Brad Little

Photo of Brad Little
Brad joined Blackbaud in June 2018 to lead the Consumer Solutions business in the US. Brad relocated from London, where he was a leader in the Global Marketing Solutions team at Facebook. While at Facebook, his teams worked with clients, agencies, and partners to drive business results on Facebook, Instagram, Messenger, and WhatsApp. Prior to Facebook, Brad spent nearly 12 years at the global research company, Nielsen where most recently he was the Managing Director for Europe, Middle East, and Africa of NM Incite, a Nielsen and McKinsey & Co. joint venture. He holds a Bachelor of Science degree from Cornell University. Brad now lives in Charleston, SC with his wife and two young boys.

April 02

10:15am - 11:30am

Room
214 A

Ready, Set, Succeed: Effective Onboarding for Fundraising Professionals

Congratulations! You have a new job, or a new staff person on your development team! Now what? This session will provide guidance for what to do in the first 30 days to set up yourself, or your new team member, for success. We will discuss a quick development audit, assessing your role on the team, setting realistic goals and key markers all within your first month on the job.

Education Track

Speakers

Alice Ferris

Photo of Alice Ferris
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

Photo of James Anderson
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.

April 02

10:15am - 11:30am

Room
304

CANCELLED SESSION - Big Results From Small Shops

They say good things come in small packages. That's definitely the case for these two organizations whose small development departments are boasting big results! In this interactive session, you'll hear from the experts about how to leverage a direct-response program to maximum effect, transforming it into a feeder track for mid-level and major giving through partnership, personalization, and cultivation. And you'll learn techniques that you can put to work for your organization immediately.

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

Amy Sukol

Photo of Amy Sukol
Amy Sukol, CFRE, is Executive Vice President at Lautman Maska Neill & Company. With over 25 years experience in direct response fundraising, Amy has managed virtually every aspect of the direct response process including account management, production and copywriting. Amy has managed programs for a wide variety of organizations including VNSNY, Chesapeake Bay Foundation, DOROT, Northern Westchester Hospital Foundation and many others. She is an active member of DMAW and DMFA.

April 02

10:15am - 11:30am

Room
304

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

Handouts
528PresentationSallyBlueApril22019.pptx
Speakers

Sally Blue

Photo of Sally Blue
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.

April 02

10:15am - 11:30am

Room
302

Tax Reform and the Impact on Giving

2017’s Tax Reform Act imposed new limitations on itemized deductions, but what was the impact on nonprofits? Join Nathan Dietz, Research Scholar at the Do Good Institute, and Jon Biedermann, VP DonorPerfect, for a look at the impact of tax reform and what the future may hold for our sector.

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

Nathan Dietz

Photo of Nathan Dietz
Nathan Dietz is currently an Associate Research Scholar at the Do Good Institute in the School of Public Policy at the University of Maryland, and a Senior Research Associate in the Center on Nonprofits and Philanthropy at the Urban Institute. While with Urban, he has served as the Associate Director for the National Center for Charitable Statistics (NCCS), the national clearinghouse of data on the nonprofit sector in the United States, and has led its participation in the Growth in Giving Initiative. He is the coauthor of “Giving USA Philanthropy Spotlight: Benchmarking Giving to Human Services” and “Philanthropy and Services for Aging America: Giving USA Special Report on the Role of Private Giving in Aging Service Organizations”.

Jon Biedermann

Photo of Jon Biedermann
Jon Biedermann, VP of Fundraising Solutions for SofterWare, has served the nonprofit community for over 22 years. In 2001, he launched the online version DonorPerfect, which pioneered SaaS (Software as a Service) fundraising solutions for nonprofit organizations. In 2006, he helped form the Fundraising Effectiveness Project and in 2012 spearheaded the formation of the Growth in Giving Initiative with AFP and the Urban Institute. He has conducted dozens of sessions about nonprofit technology both in the US and Internationally. Jon currently sits on the boards of several youth-oriented charities and serves as a board member for both the The Giving Institute and The Giving USA Foundation.

April 02

10:15am - 11:30am

Room
214 C

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. 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)

Handouts
728ThePerfectMatchCorporateVolunteers.pptx 728ThePerfectMatchCorporatevolunteers1.pdf
Speakers

Carlos Madrid

Photo of Carlos Madrid
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

Photo of Leticia Becerril-Palacios
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.

April 02

10:15am - 11:30am

Room
217 A

Friends With Benefits: Could Conscious Coupling Be the New Future of Fundraising?

In 2017 the KGH Foundation announced they would join the Canadian Mental Health Association-Kelowna in a multi-million dollar fundraising campaign to open an integrated youth clinic that would radically shift access to care for youth struggling with mental illness and substance issues. The "marriage" seemed like a match made in heaven. Their "baby," a campaign named "Not Alone," achieved its goal in just seven months.

Education Track

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

Handouts
627PanelPresentationConsciousCouplingAFPFINAL.pdf
Speakers

Allison Ramchuk

Photo of Allison Ramchuk
Allison Ramchuk, CFRE is a creative collaborator who finds tremendous joy in matching people’s passion with purpose for the social good of community. In her 14 years’ of fundraising Allie has helped organizations raise $18 million for projects ranging from College trades and finical aid to healthcare innovation and research. She has become an expert on strategic giving programs, innovative collaboration and philanthropic advising for individual philanthropists. She enjoys sharing her experiences with colleagues internationally and is currently a Director of Philanthropy at KGH Foundation in Kelowna BC.

Shari Slattery

Photo of Shari Slattery
Shari Slattery has been bringing communities together in fundraising for over 15 years. Beginning her career at the YMCA of Okanagan she built a successful annual campaign, helped lead a major capital campaign and established a vibrant camp sponsorship program. As Fund Development Manager at CMHA Kelowna, Shari is responsible for engaging individual and corporate giving and is passionate in her role to support mental health initiatives and programs. Shari also sits on the AFP BC-Okanagan chapter as past president.

Doug Rankmore

Photo of Doug Rankmore
Doug received his BA and MA degrees in community psychology and began his career in 1983 creating a comprehensive research program at the Ontario March of Dimes. Doug has developed a broad view of healthcare policy, funding and service delivery working as a researcher, consultant and senior manager across a wide variety of service sectors. As CEO of the Kelowna General Hospital Foundation, Doug has used his experience to catalyze the community around the work of the hospital using non-traditional strategies to create 7 capital campaigns in 7 years totaling $66 million.

Shelagh Turner

Photo of Shelagh Turner
With a Masters degree in Economics and Industrial Relations, and almost 30 years of senior leadership, organizational and community development experience in the social and non-profit sectors, Shelagh is committed to building strong and sustainable organizations that provide valued services to individuals and communities. Under her leadership as ED, CMHA Kelowna has been nationally recognized as for exemplary leadership and innovation in the field of community mental health.

April 02

10:45am - 12:00pm

Room
AFP Marketplace - Learning Lab 2

Content Strategy for Donor Engagement: A Mini-Workshop

Content is still king—and queen—but many nonprofit staff lack the fundamentals about how to design a strategy for using content to engage donors. They also don’t know how to write and curate compelling and well-structured content to execute those plans. Join us to learn guerilla tactics for defining your audience using personas, developing strategies for delivering content across channels that keeps audiences engaged, and creating original content that is user-friendly, SEO-friendly, and 508-accessible

Education Track

Learning Lab

Speakers

Marcus Iannozzi

Photo of Marcus Iannozzi
Marcus is the principal of Message Agency, a digital agency based in Philadelphia, PA, which he founded in 2007. Message Agency is a certified B Corporation that focuses on using web-based technologies to meet the needs of mission-driven organizations that serve the public good. He has over 20 years of experience in developing strategies and social marketing campaigns for the public and nonprofit sectors.

April 02

11:30am - 11:45am

Room
AFP Marketplace - Learning Lab 1

Using Facebook and Instagram to Boost Your Legacy Program

Think your older donors are not on Facebook and Instagram? Think again. Come learn a few tips and tricks to market your legacy program on these social media platforms.

Education Track

Learning Lab

Speakers

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

April 02

11:45am - 12:00pm

Room
AFP Marketplace - Learning Lab 1

A Series of Unfortunate Events: Why You Need Social Media Policies

It’s a wild world out there. Every day, conditions change in social media, as does the risk that something will go awry. That’s why your organization needs social media policies to help you prepare for when things go off course. Using (unfortunate) real-world examples, this session will cover important things to include in your policies to prevent and fix challenges in your online community.

Education Track

Learning Lab

Speakers

Alice Ferris

Photo of Alice Ferris
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.

Rebels, Renegades, and Pioneers / You Didn’t Say That!? Challenging Fundraising Discussions

Everyday in nonprofits all over the world, fundraisers face challenging conversations--with colleagues, board members, donors, and leaders. We will talk about why fundraising is sometimes seen by us and others as the “F” word. Let’s discuss how to stand loud and proud about our work and profession. Join us in an open conversation about how to be your best self, provide a pathway for the next conversation, and not walk away.

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

Handouts
673AFPRebelssaywhatResources.pdf 673AFPRebelssaywhat1.pdf
Speakers

Barbara Talisman

Photo of Barbara Talisman
Barbara Talisman, CFRE is known for her results-oriented, hands-on service to the nonprofit community. She worked on national political campaigns, American Red Cross National Headquarters and NPR before being recruited to work in Australia in 2016. Recently returned to the United States, she serves as Executive Director of College of Southern Nevada Foundation in Las Vegas. She is responsible for leading strategy and raising philanthropic gifts to support scholarship, academic excellence and educational programming. Barbara is an AFP Master Trainer and received her CFRE in 2014.

Clay Buck

Photo of Clay Buck
T. Clay Buck, CFRE, is currently the Chief Development Officer at Boys & Girls Clubs of Southern Nevada and has worked as botha frontline fundraiser and consultant since 1991. He has a personal passion for annual giving and the infrastructure of fundraising, but is well-versed in all aspects of development. He serves on the advisory panel for Rogare, the fundraising think tank, and is an AFP Master Trainer. He teaches fundraising at UNLV.

Keri Kae Almstead

Photo of Keri Kae Almstead
Keri Kae Almstead, CFRE joined the Fund for Global Human Rights in 2016 from World Food Program USA where she led individual giving programs. With a passion for connecting resources with change agents, Keri Kae has worked with donors on a variety of international issues, including economic participation for women and safe spaces. She has held fundraising positions at CARE and the United Nations Foundation. She obtained her CFRE in 2014.

Ken Miller

Photo of Ken Miller
Ken Miller is the president and founder of Denali Fundraising Consultants, a nonprofit fundraising and management consulting company located in Anchorage, Alaska. Ken began fundraising in 2010 and became a consultant in 2014. Ken was awarded his CFRE in 2016, became a AFP Master Trainer in 2017 and was a member of the 2017 AFP Intl Board of Directors. He presently serves on the AFP Committee on Directorship.

Antonia Makkar

Photo of Antonia Makkar
Antonia Makkar is a professional fundraiser with over 10 years experience across the arts and health sectors. Known for her relationship management, she has had success in creating and building major gift programs. As the General Manager, Philanthropy at the Baker Heart & Diabetes Institute she is responsible for leading strategy and raising philanthropic gifts of $10K+. Her passion is to raise the culture of philanthropy in Australia.

Rebels, Renegades, and Pioneers / Getting Value From Your Top Talent: Does Money Equal Worth?

It’s a fundraiser’s market out there. Demand for talent has caused salaries to go up as finding highly skilled professionals gets harder. Are you getting value for top talent? Are your donors? What value do people with big salaries bring? This session will explore managing talent when salary disparities exist.

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

Speakers

Scott Fortnum

Photo of Scott Fortnum
Scott is President & CEO of Children’s Health Foundation in London Ontario and has worked as a professional fundraiser since 1990 working with organizations across Canada. He has previously served on AFP International and Greater Toronto Board of Directors and Ethics Committee and is a mentor in the AFP Women’s Impact Initiative. A frequent speaker throughout Canada and the United States, Scott has held the Certified Fundraising Executive (CFRE) designation continuously since 1995 and became the 92nd Advanced Certified Fundraising Executive (ACFRE) in 2011 joining the ACFRE Certification Board in 2014 and becoming chair in 2018.

Nancy Racette

Photo of Nancy Racette
Nancy Racette is the co-founder and COO of DRi, an executive search and development consulting firm that has placed more than 400 leaders—including 75 chief executives—at local, national, and international nonprofits. She is a Board member of the YWCA-USA. Nancy co-founded DRi in 2001 after leading successful fundraising and communications programs at the American Red Cross and Girl Scouts of the USA. She earned her B.A. at Boston University and the CFRE credential in 1996.

Work Smarter! Digitize Revenue Streams and Drive Productivity

Join us to learn how you can digitize revenue streams across donations, grants, direct mail and earned income on Salesforce.org Nonprofit Cloud while driving productivity.

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Speakers

Basil Tilmon

Photo of Basil Tilmon

How to Use Instagram for Irresistible Visual Storytelling

With hundreds of thousands of brands, nonprofits, and organizations sharing photos and videos on Instagram, how can your cause cut through the clutter and stand out? Join Julia Campbell for a review of current Instagram trends like Instagram Stories, how to stand out in the feed, and battle-tested tools to use to ramp up your reach and engagement.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Julia Campbell

Photo of Julia Campbell
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Returned Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild

Your Big 3 Missed Opportunities in Event Fundraising. Close. Those. Gaps.

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Speakers

Dianne Kleber

Photo of Dianne Kleber

Leveraging Your Organizational Brand With LinkedIn

Many use LinkedIn daily to forward their personal brands, and there are many ways we can use it to forward organizational brands as well. Using real examples, we’ll discuss what some leading organizations are doing and how it’s helping their success.  

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Scott Fortnum

Photo of Scott Fortnum
Scott is President & CEO of Children’s Health Foundation in London Ontario and has worked as a professional fundraiser since 1990 working with organizations across Canada. He has previously served on AFP International and Greater Toronto Board of Directors and Ethics Committee and is a mentor in the AFP Women’s Impact Initiative. A frequent speaker throughout Canada and the United States, Scott has held the Certified Fundraising Executive (CFRE) designation continuously since 1995 and became the 92nd Advanced Certified Fundraising Executive (ACFRE) in 2011 joining the ACFRE Certification Board in 2014 and becoming chair in 2018.

Creating Informed Content Calendars

“You’re going to want to post something every day,” they said. Really? Is that an informed suggestion or just something that sounds good? And what do you post? At what time? Why doesn’t anyone “like” my posts? During this session, we’ll explore steps to create a content calendar that makes sense for you, as well as how to use social media analytics to inform when to post and discover what kind of content is successful.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

John Dawe

Photo of John Dawe
John Dawe, MNA, CNP, CFRE, is an Associate Consultant with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium sized nonprofit organizations. He has been helping organizations build influence, impact, and leadership for more than 15 years. Serving in various organizational roles as strategic planner, change management consultant, outsourced development officer, and numerous interim leadership roles from CEO/Executive Director, CIO, CPO, and CMO, Dawe has helped organizations across the country find their voice, amplify it, and get others to share their message.

It’s a Small World After All: Best Practices in Social Media Around the Globe

Social media platforms have allowed us more access than ever to communities around the globe, and each culture has similar, yet distinct, strategies that work. With input from our colleagues around the world, we’ll present a whirlwind tour of what works in other countries and how it may be useful for you.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Alice Ferris

Photo of Alice Ferris
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

Photo of James Anderson
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.

How to Become a CFRE

The Certified Fund Raising Executive (CFRE) credential is the only accredited certification for fundraising and should be part of every fundraising professional’s career path. Come to this session to learn more about the CFRE credential – what it is, what it can do for your career advancement, how it complements education programs for fundraisers, the application requirements and content and tips for taking the CFRE exam. The presenter was a CFRE for 15 years until becoming President and CEO of CFRE International and understands that you have a lot of choices to make when it comes to your career path. Come to this session to get answers to your questions and find out why achieving the CFRE credential is something you should consider as you grow as a fundraising professional.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Eva Aldrich

Photo of Eva Aldrich
Eva E. Aldrich, Ph.D., CAE, (CFRE, 2001 – 2016), is the President and CEO of CFRE International, the only accredited, globally acknowledged certification for fundraising professionals. The CFRE credential supports and encourages fundraising professionals to aspire to the highest standards of professionalism and ethical practice in serving the philanthropic sector. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy.

Five Trends Shaping the Future of Events

PCMA & Marriott International conducted future of events research and uncovered some intriguing trends. Focused on five key areas: emotional intelligence, orchestrated serendipity, multi-modal design, making a meaningful impact and leveraging your surroundings, the study reveals how they will usher in a new era of experiences. This will be a collaborative session, allowing participants to work through each trend and determine steps they can take to enhance their events.

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Handouts
909AFPICON19FutureofMeetingsandEventsHandout.pdf
Speakers

Carrie Johnson

Photo of Carrie Johnson
Carrie Johnson is a passionate education strategist who has spent her career dedicated to the design and delivery of professional education for more than a dozen organizations. As PCMA's Senior Director of Education, Carrie is responsible for guiding content strategy and managing the delivery of live event and digital programming across North America, Europe, Middle East and Africa (EMEA) and Asia Pacific (APAC). Most recently, Carrie helped build PCMA’s program development consulting practice. Her career in the association industry began on SmithBucklin's Education & Learning Services team prior to joining PCMA in 2013 as a Program Manager. Carrie received her Digital Event Strategist certification in 2017 and bachelor’s degree from Indiana University in Bloomington, Indiana.

Rebels, Renegades, and Pioneers / Let’s Talk about the Elephant in the Room: Mental Health and the Nonprofit Sector

Between long hours, low wages, leadership challenges, and highly stressful environments, nonprofit work may be contributing to mental health challenges. This session will explore what it’s like to live and work with mental illness, the fear of disclosure, creating safe spaces for those who are suffering, educating colleagues, and so much more.

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

Speakers

Leah Eustace

Photo of Leah Eustace
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.

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

Ian Adair

Photo of Ian Adair
Ian Adair is a three-time nonprofit CEO and fundraising expert who has raised tens of millions of dollars by focusing on one strategy - winning donor attention. Ian has been fortunate to have success leading corporate and nonprofit teams, volunteer boards, and front-line staff around the country to further program growth and impact. In 2016, Ian was chosen as one of the Top 100 Must-Follow Giving Influencers on Twitter. Currently, Ian is the CEO of the Gracepoint Foundation in Tampa, FL. which raises awareness and financial support for mental health and addiction services; Ian also operates a speaking and professional development firm, Strategy 27. LLC.

David Chow

Photo of David Chow
David Chow is a director for philanthropy at UW Medicine, focusing on major and principal gifts within the Departments of Obstetrics and Gynecology and Psychiatry and Behavioral Sciences. David is in charge of UW Medicine’s first fundraising campaign focused on mental health and wellbeing, having already raised over $75M. David is a founding member and board trustee for the Stability Network—a coalition of people in the workforce who have mental health conditions and tell their stories to inspire and encourage others. David is also a former CASE District VIII board member and has served as their chair for opportunity and inclusion.

Rebels, Renegades, and Pioneers / Migration at the Borders: Managing the Crisis

From Syrian refugees fleeing to Europe, the migrant caravan heading to the U.S., and American minorities rushing to Canadian borders, the common denominator is social impact organizations fighting to help each refugee. How are organizations raising funds for such a polarizing issue? How are they managing the demand on resources?

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

Speakers

Rita Chalal

Photo of Rita Chalal
Rita Chahal is the Executive Director of Manitoba Interfaith Immigration Council. Previously Rita has held several executive positions in various sectors including media, employment and not-for-profit. Most recently Rita provided leadership to deliver settlement services for Syrian refugees and refugee claimants destined for Manitoba, Canada. Rita currently serves on a number of provincial and national advisory groups, boards and committees serving immigrants and refugees. As one of the first East Indian families to arrive on the east coast of Canada during the mid-sixties, Rita and her family lived and understand the immigrant experience.

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

Sylvia Acosta

Photo of Sylvia Acosta
Sylvia Y. Acosta, Ph.D. is CEO of YWCA El Paso del Norte Region and has over 25 years of management experience in non-profit organizations. Prior to her position at YWCA El Paso del Norte Region, Acosta served as the Assistant Vice Chancellor for Constituent Development and as the Interim Assistant Vice Chancellor of Health Advancement for the University of California, Irvine (UCI) for over three years. She also served as Associate Vice President of Development and Alumni Relations at the University of Texas at El Paso, as the Assistant Dean for Development and Public Relations for New Mexico State University, and as the National Vice President of External Relations and Chief Operating Officer for AVANCE, Inc. a national early childhoo

Keep Your Social Media Stakeholders Close, But How Close?

When working closely stakeholders and donors, what’s the correct balance in social media when it comes to sharing your personal life versus your professional one? Are your family members now “friending” your donors? Does your board chair need to see what you ate at Thanksgiving? Does HIPAA apply? In this session, the presenter will draw on his experience as the lead fundraiser for an independent school that includes services to students with disabilities.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Kirk Laughlin

Photo of Kirk Laughlin

How to Become a Speaker at AFP ICON

Ever wanted to share your fundraising insights at the AFP ICON? Do you have something different or thought-provoking to present with your fundraising colleagues from around the world? Get the inside scoop from a representative on the Education Advisory Committee, who will share how to submit an eye-catching proposal and be a presenter at the 2020 AFP ICON in Baltimore, MD.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Alexis Gaiptman

Photo of Alexis Gaiptman
Alexis Gaiptman, CFRE is the Associate Director of Major Gifts, Development at Montreal Neurological Institute and Hospital (McGill University). She is a proven leader with over 12 years of fundraising experience in healthcare. Her background is in Political Science, Women's Studies and Community Economic Development. She is driven by her passion for growth, ability to embrace new challenges and desire to better our local communities. She is a Director on the board of AFP Quebec and AFP Canada, a dedicated volunteer with AFP GTA, AFP International as well as part of the Executive for the local Montreal CAGP Chapter.

Rebels, Renegades, and Pioneers / Managing the Revolution (aka the Revolution Will Be Project-Managed)

Similar to the 1960s and 1970s, social policies today target women, immigrants, LGBTQ people, and the environment. Progressives are working to defend values and liberties. A new generation of leaders has emerged. We’ll discuss fueling the resistance through good management. The revolution may not be televised but probably will be project-managed.

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

Speakers

Nancy Racette

Photo of Nancy Racette
Nancy Racette is the co-founder and COO of DRi, an executive search and development consulting firm that has placed more than 400 leaders—including 75 chief executives—at local, national, and international nonprofits. She is a Board member of the YWCA-USA. Nancy co-founded DRi in 2001 after leading successful fundraising and communications programs at the American Red Cross and Girl Scouts of the USA. She earned her B.A. at Boston University and the CFRE credential in 1996.

Nancy Withbroe

Photo of Nancy Withbroe
Nancy Withbroe, is COO and Chief of Staff at the National Women’s Law Center, and was the Vice President for Development and Strategy. Nancy was Senior Director, Development at Share Our Strength, leading dramatic growth in revenue and partnerships. She previously consulted with clients like the Human Rights Campaign Foundation and the Wounded Warrior Project and served in various roles at DC-area institutions. She has a BA from Carleton College and MA from American University.

Tiffany Miller

Photo of Tiffany Miller
Tiffany Miller is Chief of Staff and Vice President of Policy for Communities In Schools (CIS). In these roles, she works in partnership with the President and CEO to execute strategic plan goals, provide counsel on strategic direction, develop a comprehensive government relations strategy and actively engage with federal policymaking bodies to raise the awareness and brand of CIS. She also leads the development and implementation of state and local advocacy strategies that supports both the CIS network and builds the field of integrated student supports. Prior to joining CIS, Tiffany was the Director of Education Policy at the Center for American Progress and served as a senior research associate at Policy Studies Associates, Inc.

CANCELLED SESSION - Rebels, Renegades, and Pioneers / Youth Activism in the Age of #NeverAgain

The day after the horrific shooting at Marjory Stoneman Douglas High School in 2018, three teens devised a plan to influence the U.S. midterm elections, demanding legislative action. This movement mobilized countless youths around the globe to support gun control legislation. How will this mass youth mobilization change the sector?

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

It's Magic! Uplevel Insights with AI and Predictive Analytics

Join us to learn how you can take advantage of AI and predictive analytics to make your fundraising team smarter than ever with Salesforce.org Nonprofit Cloud.

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Speakers

Dustin Pitts

Photo of Dustin Pitts
As a Solution Engineer for Salesforce.org, Dustin brings over a decade of experience working with non-profit organizations throughout North America. He is responsible for helping non-profit leaders to determine which Salesforce tools will be most effective in moving their mission forward. Dustin is based in Charleston, SC.

Learn All About AFP360°l Powered By Korn Ferry Advance

Join us for a session with Korn Ferry Advance, our new business partner which offers a 360-solution for professional success. During this session a top Korn Ferry Advance career coach will give you an overview of the cutting edge technology tools, such as a traits assessment and interview prep app designed with artificial intelligence, and one-on-one coaching services to help you with an execution strategy to achieve your career goals.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

AFP Content Peeps

Are you an aspiring author? Are you a subject matter expert in the areas of fundraising and philanthropy? Do you have a unique point of view, new research, or innovative techniques? Join members of the Content Advisory Committee for an information and interactive presentation. Learn about the variety of publishing opportunities available through AFP.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Rebels, Renegades, and Pioneers / From Making Waves to Creating a Tsunami of Change

Today, protest movements around the world are not only making waves, but creating a tsunami for social change.  Most need fueling by fundraising and are driven by mass social engagement.  What are we doing to encourage a new generation of change-makers to pioneer new tools that raise funds for social causes?  In this session we will question if fundraising has “gone soft” rather than tackling the root causes of social justice.

Room

Hemisfair Ballroom C3

Education Track

Rebels, Renegades, and Pioneers Pioneers (Topics that challenge the status quo; are “radical” and controversial; ask cage-rattling questions; address things that radically impacting or changing the sector; and/or address a current issue.)

Speakers

Cherian Koshy

Photo of Cherian Koshy
Cherian Koshy, CFRE and AFP Master Trainer, has more than two decades of experience in a variety of non-profits where he has successfully helped organizations connect thousands of donors to causes they care about and raising tens of millions of dollars in the process. He serves as the Director of Development at Des Moines Performing Arts, one of the nation's premier arts organizations. He is also a member of Rogare and serves on the boards of several other organizations. He is a governor-appointed member of Iowa's Commission on Volunteer Service and co-founded the Des Moines Fundraising Insitute.

Roger Craver

Photo of Roger Craver
Roger M. Craver is a fundraising pioneer who’s helped launch and build organizations like Common Cause, the National Organization for Women, the ACLU, the Sierra Club, Greenpeace, Amnesty International, and dozens of others both in the U.S. and Europe. Roger is the author of Retention Fundraising: The Art and Science of Keeping Your Donors for Life. Now he’s the editor-in-chief of the fundraising blog The Agitator and founder of DonorTrends, which provides fundraising analytics.

Go Big! Manage and Steward Your Major Donors

Join us to learn how you can understand and efficiently steward your major donors on Salesforce.org Nonprofit Cloud.

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Speakers

Basil Tilmon

Photo of Basil Tilmon

Learn All About AFP360°l Powered By Korn Ferry Advance

Join us for a session with Korn Ferry Advance, our new business partner which offers a 360-solution for professional success. During this session a top Korn Ferry Advance career coach will give you an overview of the cutting edge technology tools, such as a traits assessment and interview prep app designed with artificial intelligence, and one-on-one coaching services to help you with an execution strategy to achieve your career goals.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Blackbaud Peeps

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Thank, Inform, and Engage Your Supporters With Personalized Videos

Using personalized videos, Susan G. Komen Florida and ACHIEVA have elevated their donor stewardship exponentially. Learn how these different nonprofits were able to do it by using personalized videos to capture impact stories.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

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.

David Tinker

Photo of David Tinker
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.

How to Use AFP's Donor Giving Data to Improve Your Fundraising Results

AFP's research results reveal details about how fundraising revenues have demonstrated a growth in giving at the same time as donor participation continues to decline. These data provide usable benchmarks and guidelines to all nonprofits for comparative analysis on how to increase their fundraising effectiveness.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Jim Greenfield

Photo of Jim Greenfield
Jim Greenfield has served since 1962 as a fundraising executive to three universities and five hospitals on the East and West Coasts and in between. He remains active today with consulting, speaking, teaching, volunteering, and writing in support of professional fundraising practices including as a member of both the Growth in Giving Initiative Steering Committee and the Fundraising Effectiveness Project Working Group.

Ben Miller

Photo of Ben Miller
Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to advance database marketing in the non-profit industry. Ben Miller is the Chief Analytic Officer at DonorTrends, and has helped raise hundreds of millions of dollars from millions of donors over his career. Ben also serves on the Research Council for the AFP and is a member of the Growth in Giving Initiative.

Acquire, Inspire, and Convert New Donors

Join us to learn how to up level your fundraising by developing 1:1 donor journeys on Salesforce.org Nonprofit Cloud.

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Speakers

John Patton

Photo of John Patton
John Patton manages The Solution Engineering team that focuses on the Marketing Cloud at Salesforce.org where he has been for 8 years. John also co-founded a non profit focusing on mobile giving technology and impact measurement strategies. Before that, John worked in the web analytics space focusing on attribution models and personalization strategies.

Content Strategy for Donor Engagement: A Mini-Workshop

Content is still king—and queen—but many nonprofit staff lack the fundamentals about how to design a strategy for using content to engage donors. They also don’t know how to write and curate compelling and well-structured content to execute those plans. Join us to learn guerilla tactics for defining your audience using personas, developing strategies for delivering content across channels that keeps audiences engaged, and creating original content that is user-friendly, SEO-friendly, and 508-accessible

Room

AFP Marketplace - Learning Lab 2

Education Track

Learning Lab

Speakers

Marcus Iannozzi

Photo of Marcus Iannozzi
Marcus is the principal of Message Agency, a digital agency based in Philadelphia, PA, which he founded in 2007. Message Agency is a certified B Corporation that focuses on using web-based technologies to meet the needs of mission-driven organizations that serve the public good. He has over 20 years of experience in developing strategies and social marketing campaigns for the public and nonprofit sectors.

Using Facebook and Instagram to Boost Your Legacy Program

Think your older donors are not on Facebook and Instagram? Think again. Come learn a few tips and tricks to market your legacy program on these social media platforms.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, is the global legacy manager at Greenpeace International. For the past 15 years, she has been working with organizations with specialties including mental health, environmental education, and at-risk youths, in addition to international NGOs. Working on all aspects of fundraising, communications, and management, her true passion has always been to empower small nonprofits to be strong and resilient.

A Series of Unfortunate Events: Why You Need Social Media Policies

It’s a wild world out there. Every day, conditions change in social media, as does the risk that something will go awry. That’s why your organization needs social media policies to help you prepare for when things go off course. Using (unfortunate) real-world examples, this session will cover important things to include in your policies to prevent and fix challenges in your online community.

Room

AFP Marketplace - Learning Lab 1

Education Track

Learning Lab

Speakers

Alice Ferris

Photo of Alice Ferris
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.

March 31

4:00pm - 5:15pm

Room
217 C

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. Discover five ways that storytelling can activate your board's enthusiasm and energy. 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

Photo of Gail Perry
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

Photo of Lori Jacobwith
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.

April 01

8:00am - 9:15am

Room
303

Young Professionals and Junior Boards: Beyond the Kids' Table to Meaningful Engagement

Is your organization searching for new ways to leverage the passion, energy, and perspective of millennials and up-and-coming young professionals? A junior board or young professionals/young friends circle could harness that energy to further your mission. As young professionals with experience both as members and staff managers of these groups, we will lead you through the questions to ask before you begin and will share tips for successful, meaningful engagement with your younger supporters.

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)

Handouts
357AFPICON2019YoungProfessionalsandJuniorBoards.PPTX 357MIR20131.pdf 357AFPYPBResourceList.pdf
Speakers

Sarah Willey

Photo of Sarah Willey
Sarah Willey is the Director of Development and Community Outreach at Great Rivers Environmental Law Center and is on the Board of Directors of AFP’s St. Louis Regional Chapter. Sarah has a Master’s in Nonprofit Management through Washington University in St. Louis and is a certified social media strategist (SMS). She extensive volunteer and board experience, including serving two years as the Council of Club Leaders Chair, an advisory position on the Sierra Club's national Board of Directors. Sarah was the recipient of AFP St. Louis' Outstanding Young Professional award at National Philanthropy Day 2018. Follow Sarah on Twitter at @sarahnicole838 and connect on LinkedIn - she loves to talk all things fundraising, nonprofits, and social media!

Corinne Austin

Photo of Corinne Austin
Corinne Austin is the Membership Manager at Trailnet, advocating for safer streets for walkers and bikers in St. Louis. Corinne also serves as the Communications Chair for the National Women’s Political Caucus of Metro St. Louis, where she established the local organization’s first Young Professionals group.

April 01

10:15am - 11:30am

Room
206

Year-In-Review: Spanning the Globe for Recent Court Decisions & Legal Developments in Fundraising & Philanthropy (Eligible for 1.25 ACFRE credits in Leadership)

A session about court decisions and legislation, administrative rulings and regulations? At a fundraising conference? It's actually very interesting! Prepare to enjoy this journey around the world 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 a 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

Photo of Ted Sudol
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.

April 02

8:00am - 9:15am

Room
304

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

Photo of Susan Howlett
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.

April 02

10:15am - 11:30am

Room
214 C

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. 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)

Handouts
728ThePerfectMatchCorporateVolunteers.pptx 728ThePerfectMatchCorporatevolunteers1.pdf
Speakers

Carlos Madrid

Photo of Carlos Madrid
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

Photo of Leticia Becerril-Palacios
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.
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