education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2024. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.
Introductory/Foundational
Sun, Apr 27, 2025
9:00am - 10:15am
Room 323-325
From Inspiration to Implementation: Turning Conference Insights into Action
Transform your conference inspiration into tangible action and lasting impact. In this session, you’ll gain a practical, step-by-step framework to implement fresh ideas within your fundraising team or department. From securing leadership buy-in and establishing accountability partnerships to measuring progress and celebrating quick wins, you’ll learn how to break free from old patterns. Join us to ensure that the insights you take home don’t fade away—but instead spark meaningful, measurable change.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Keith Greer, CFRE
University of New Mexico Foundation - Director of Development
Keith Greer, CFRE is Director of Development for the UNM School of Architecture + Planning and host of the podcast, Let's Talk Fundraising. With over a decade of fundraising experience, Keith has lead fundraising for Hawai'i Island's largest hospice organization and was the Director of the ASRT Foundation with work reaching around the globe. Keith is an AFP Chamberlain Scholar as well as an ASAE NextGen Award Winner.Carissa Konesky, CFRE
Simon Fraser University - Advancement Officer, Leadership Giving
Carissa Konesky, CFRE is based in British Columbia, Canada and works as an Advancement Officer for Leadership Giving at Simon Fraser University. Her passion is building relationships with donors and sharing the causes that she cares about. She holds a Bachelor of Arts Degree and Nonprofit Management Certificate from SFU, an Associate of Arts Degree from Capilano University, and Associate Certificates in Nonprofit and Fundraising Management from BCIT. She participated in Cohort Four of the AFP Leadership Institute, and has been featured in BC Business magazine as a Top 30 Under 30 and Woman of the Year - Rising Star.Sun, Apr 27, 2025
9:00am - 10:15am
Room 335 - 336
Exploring Real World Ethical Scenarios and Doing What is Right
How do you figure out what is the correct thing to do when confronted by a challenging situation involving a donor or your organization? In this session, participants will review and evaluate 5-8 real world ethical scenarios through small group facilitated discussions.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Jamie McMahon, CFRE, MA
Community College of Allegheny County - CEO, CCAC Educational Foundation
Jamie McMahon, CFRE is CEO of the Educational Foundation at the Community College of Allegheny County in Pittsburgh, and has 20 years of experience in fundraising, strategic planning, and nonprofit management. He previously worked at Carnegie Museums of Pittsburgh, the University of Pittsburgh, and as a fundraising consultant for Ketchum. He teaches fundraising at Carnegie Mellon University and holds an A.B. from Dartmouth College, an M.Phil. from the University of Cambridge, and is completing a doctorate in higher education management at the University of Pittsburgh.Sun, Apr 27, 2025
9:00am - 10:15am
Room 347 - 348
Expanding Your Donor Base: Advocating for Disability Inclusion and Access
Elizabeth Ralston and Troy Coalman are professionals with disabilities who are passionate about helping organizations incorporate accessibility and inclusion principles into every facet of an organization. In this session, you will learn about implicit bias and be equipped with strategies to engage people with disabilities as donors, including older people.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Elizabeth Ralston, MPH
Elizabeth Ralston Consulting, LLC - Elizabeth Ralston Consulting, LLC
Elizabeth Ralston is a consultant who guides organizations in the strategic development of an accessibility roadmap, with an emphasis on equity and inclusion. She has a Master of Public Health from the University of Michigan and a certificate of Nonprofit Management from the University of Washington. As a deaf woman who uses cochlear implants, Elizabeth faces accessibility challenges every day. Her hearing loss never stopped her from achieving her life goals. As a Peace Corps Volunteer in Africa, she saw the powerful impact a person can have on others’ lives. She has devoted her life to public service ever since.
Henry Art Gallery at the University of Washington - Senior Fundraising Executive & Accessibility Advocate
Troy Coalman is the Director of Development for the Henry Art Gallery at the University of Washington. His career spans three decades, encompassing the education, arts, social justice, and LGBT equality sectors. His expertise includes Annual Fund, Major Gifts, Legacy Giving, Data, Technology, Grants, and Events. Mr. Coalman is a sought-after educator who is an Instructor with the University of Washington teaching Fundraising Management. He has held leadership roles with AFP regionally and advised the international organization on accessibility.Sun, Apr 27, 2025
9:00am - 10:15am
Room 427 -429
Navigating New Horizons: Leveraging Data Insights from FEP Q4 2024 for Enhanced Fundraising Effectiveness
Join a team assembled by FEP to hear the latest research from the initiative’s Q4 2024 report. This session brings together experts and seasoned fundraising practitioners to discuss the latest trends and data insights that will inform and enhance your fundraising strategies, helping you make informed, growth-oriented decisions.
Education Track(s): Current and Prospective Donor Research
Audience: Introductory/Foundational
Speakers
Meena Das, Master of Science
NamasteData - CEO
Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.
GivingTuesday - Chief Data Officer
As Chief Data Officer for GivingTuesday, Woodrow has been instrumental in shaping the global generosity movement and has led ground-breaking research of individual giving behaviors. He leads the GivingTuesday Data Commons, bringing together a coalition of more than 1,000 collaborators across over 50 countries to understand the drivers of generosity to inspire more giving. Woodrow is a member of the Generosity Commission Research Task Force, serves as an advisor and is a past-Chair for Global Impact Canada's Board of Directors, and was previously a Fellow at the Belfer Center for Science and International Affairs at Harvard Kennedy School.Tim Sarrantonio, MA
Neon One, LLC - Director of Corporate Brand
Tim Sarrantonio is an internationally renowned speaker on generosity, technology, and the trends in the social good sector. After helping various causes raise over $3 million, he then moved into providing support for thousands of nonprofits through his work at Neon One. He has spoken at AFPICON, NTC, TEDx, and holds a Certificate in Philanthropic Psychology from the Institute for Sustainable Philanthropy. He lives in Niskayuna with his lovely wife, three lovely daughters, and a deep love of the Adirondacks.Alice Ferris, ACFRE, CFRE, MBA
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, Partner, is the founder of GoalBusters, providing comprehensive leadership for small nonprofit teams. With 30+ years of fundraising experience in public media, rural healthcare, education, and science, Alice excels in finding creative solutions, working with dedicated leaders, and teaching practical tactics. She is a sought-after consultant, mentor, and positively reviewed speaker. Alice also serves as adjunct faculty for the Nonprofit Leadership Program at the University of Denver.Sun, Apr 27, 2025
9:00am - 10:15am
Room 423 - 425
Donor Development Conversations – Nurturing Donor Relationships at Every Stage of the Fundraising Cycle
As fundraisers, managing prospect pipelines can feel overwhelming. With thoughtful preparation, however, fundraisers can confidently and intentionally implement personalized cultivation strategies with qualified, like-minded prospects and secure sustained support. Lasting donor relationships begin with intentional, one-on-one conversations. When you implement prospecting strategies in every step of the donor cycle, you uncover prospects’ giving motivators, deepen your relationships, and create meaningful giving opportunities. Through hands-on practice with real-world scenarios, participants will: Establish a prospect research strategy. Develop effective questioning approaches. Activate key stakeholders (board, volunteers) to support prospecting and cultivation. Align donor passions with impactful outcomes to foster support.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Pearl Hoeglund, MBA, CFRE
Fundraising Academy at National University - Director
With over thirteen years in the philanthropy sector, Pearl Hoeglund is dedicated to empowering fundraisers by removing barriers to essential training, enabling them to drive revenue growth and create lasting impact in their communities. As the Director of Fundraising Academy at National University, Pearl leads a talented and dedicated team in launching transformative initiatives that make high-quality fundraising education accessible to all. Under Pearl’s leadership, the team delivers live and on-demand cohort-based certificate programs, training, and digital curricula focused on relationship-driven fundraising.Jarrod Williams, CFRE, MBLI
Jack Alotto, CFRE, MA
Fundraising Academy at National University - Trainer
Jack has served in a variety of fundraising leadership roles in healthcare, social services, and the arts sectors. His commitment to philanthropy led him to serve as a trainer at the Fundraising Academy at National University, with focuses on cause selling, fundraising basics, and major gifts, since 2019. Dedicated to the professional development of fundraisers, Jack is a CFRE ambassador, while working diligently to advance DEI in the sector. In July of 2023, Jack became a Faculty Training Academy - AFP Certified Facilitator.Sun, Apr 27, 2025
9:00am - 10:15am
Room 331-332
AI for Good: Enhancing Fundraising and Productivity in Nonprofits (Presented by Microsoft)
Can AI really help with daily fundraising tasks? Join us for an engaging session where leaders from Big Brothers Big Sisters Puget Sound dive into their day-to-day AI journeys. From streamlining grant writing to enhancing donor communication and summarizing extensive reports, AI is making a significant impact. This session will provide real-world insights into how AI is boosting productivity and efficiency, allowing nonprofit staff to focus on what truly matters: building relationships and driving strategic initiatives.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Big Brothers Big Sisters of Puget Sound - President and CEO
Alonda Williams is the President and CEO of Big Brothers Big Sisters of Puget Sound, the largest mentoring organization in Washington state. With over 20 years of leadership experience in technology, education, and nonprofits, Alonda has also served as an adjunct instructor at Rutgers University, Bellevue College, and City University. She is a TEDx speaker, organizer and author of the children's book series "Penny and the Magic Puffballs," aimed at building self-esteem in young girls. Alonda is a Big Sister to Inari, a member of Delta Sigma Theta and board member of Committee for Children where she serves as Treasurer.
Sun, Apr 27, 2025
10:45am - 12:00pm
Room 320-322
How to Build the Plan While You're Flying It!
Join our dynamic educational session tailored for fundraising professionals seeking to craft a detailed fundraising plan while juggling day-to-day duties. This workshop will arm you with powerful strategies and tools to refine your planning process, enabling the creation of effective fundraising initiatives without compromising your ongoing projects.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Robin Kasel, CFRE
Cornerstone Consulting Solutions LLC - Owner
Robin Kasel, CFRE, has over 20 years of experience in sales, project and account management, and professional fundraising. Robin has extensive, practical experience in annual fund management, strategy and fund development, capital campaigns, board management, event planning, and major gift fundraising. With a degree in Psychology, she understands what drives people to make decisions, causing them to give. She currently serves on the Board of Directors for Big Brothers, Big Sisters of East Central Wisconsin and her local AFP Chapter. Robin has been a member of AFP since 2014 and received her Certified Fundraising Executive (CFRE) credential in 2020.Alice Ferris, ACFRE, CFRE, MBA
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, Partner, is the founder of GoalBusters, providing comprehensive leadership for small nonprofit teams. With 30+ years of fundraising experience in public media, rural healthcare, education, and science, Alice excels in finding creative solutions, working with dedicated leaders, and teaching practical tactics. She is a sought-after consultant, mentor, and positively reviewed speaker. Alice also serves as adjunct faculty for the Nonprofit Leadership Program at the University of Denver.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 335 - 336
Cognitive Impairment in Donors: What You Need to Know
With 1 in 7 people ages 72+ showing signs of cognitive impairment, it's inevitable that you and your organization will encounter elderly donors in cognitive decline. Are you prepared to handle this situation? This session will teach you actionable best practices for managing situations of cognitive impairment in elderly donors.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Tara Adams, JD, Ed.M.
North Carolina State University - Director of Philanthropy
Tara Adams has spent her professional career dedicated to education, serving in roles at the Northwestern Pritzker School of Law, University of Illinois College of Law at Urbana-Champaign, and North Carolina State University. She also worked in the Judicial Education division at the Administrative Office of the Illinois Courts in addition to spending years raising funds as a member of the Auxiliary Board for the Lincoln Park Zoo in Chicago, Illinois. Tara received her B.S. from Illinois State University. She received her Ed.M. and JD from the University of Illinois at Urbana-Champaign, where Tara is also a current Ph.D. student.Anthony Pomonis, CFRE
University of Central Florida - Executive Director of Advancement
Anthony Pomonis, CFRE has spent the last two-plus decades helping individuals unlock meaningful experiences in their lives. He has served as a major gift officer for the University of Illinois, University of Illinois Foundation, and the University of Central Florida. Anthony graduated with his B.A. from the University of Illinois at Urbana-Champaign and began a 15-year journey as an entrepreneur, opening 5 regional restaurants. He served on the Regional Executive Board of Big Brothers Big Sisters, spent 5 years on the executive board of his local Greek Orthodox Church, and 2 years in service at the Kirby Medical Foundation Board.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 423 - 425
Driving Dollars: How to Maximize Your Golf Tournament’s Sponsorships (Presented by GolfStatus)
Sponsorships are the heart of a golf tournament’s fundraising power. This session is a sponsorship deep dive—from crafting a great pitch to building irresistible packages to post-tournament follow-up. You’ll leave with a game plan to crush your sponsorship goals and ideas so good, your sponsors won’t be able to resist
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Golfstatus - Sales and Education Director
Logan Foote has been around the game of golf his whole life, but despite thousands of attempts, he’s never gotten a hole-in-one (except in mini golf). His passion for golf led him to GolfStatus in 2017, where he discovered the sport’s power for good. As Sales and Education Director, Logan oversees a team that works with thousands of nonprofits to maximize their golf fundraisers and is well-known subject matter expert in golf fundraising. He holds a bachelor’s degree in business administration from the University of Nebraska-Lincoln. He lives and golfs in Lincoln, Nebraska with his wife and three sons.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 433-434
Shifting the Paradigm Landscape: Increasing Engagement and Philanthropy Among Alumni of Color
This presentation will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion action plan to embed into their current fundraising initiatives. Participants will leave with the building blocks to create an action plan to improve the donor engagement and giving within their organization.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Brown University - Brown University
Dr. Alyssia Coates is the Senior Director of Development, Inclusive Philanthropic Engagement for Brown University Advancement Division and Advancement Academic Liaison to faculty and administrative leadership. Dr. Coates formerly served for 24 years at the University of Notre Dame in many leadership roles, including regional director of development, senior leader for the enrollment management team, and professor for the college of the first year of studies. Dr. Coates is a certified Maxwell Leadership coach and presents annually for the Council for Advancement and Support of Education, Association of Fundraising Professionals, and the National Association for Diversity Officers in Higher Education.LaDaniel Gatling II, MA, CFRM
Guilford College - Vice President for Advancement and Alumni Relations
LaDaniel “Danny” Gatling II serves as the Vice President for Advancement and Alumni Relations at Guilford College in Greensboro, NC. Prior to Guilford, he served as the Vice President for Institutional Advancement at Bennett College. Gatling has also worked at the University of North Carolina at Chapel Hill, Elon University School of Law, and North Carolina A&T State University. Gatling earned a B.S. degree in Architectural Engineering from North Carolina A&T State University and a M.A. in Philanthropic Studies from Indiana University.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 323-325
Build Donor Trust To Raise More: Fundraising and Finance Collaboration (Presented by Blackbaud)
Unlock the secrets to donor trust! Join us to learn actionable strategies for showcasing your nonprofit's transparency. Master the art of collaboration between Fundraising and Finance to present a transparent financial story. You'll get actionable steps and real-life examples to transform your approach to grow lasting donor relationships.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Blackbaud - Principal Product Marketing Manager
In 2017, Heather LeVan joined Blackbaud as a Solutions Engineer, specializing in Financial Edge NXT and Raiser’s Edge NXT. With 16 years of experience in the nonprofit sector, Heather held key positions of Director of Development and Chief Financial Officer within higher education, public education, and cancer research. During her tenure in nonprofit, she utilized Blackbaud products for 11 years. In 2021, Heather transitioned to Blackbaud Marketing, merging her passion for nonprofits, technology, and storytelling. Heather holds a Bachelor of Science in Business Management (University of Phoenix) and a Master's degree in Community Leadership and Nonprofit Management (Westminster University).Mon, Apr 28, 2025
8:00am - 9:15am
Room 423 - 425
Simplify: Elevate Your Fundraising with Clear Cultivation, Communication, and Strategy
"Simplify" redefines success in fundraising. Learn to craft impactful cultivation plans, master storytelling for donor engagement, and enhance communication strategies. Streamline your approach for clarity and effectiveness, ensuring lasting impact in your fundraising efforts.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Mon, Apr 28, 2025
8:00am - 9:15am
Room 427 -429
Fundraising Career Success: Strategies from 2024 AFP Young Professional Awardees
Learn to navigate the fundraising career by cultivating a supportive community and advocating for necessary resources. With high turnover rates, support for young professionals is vital. Gain insights from AFP Outstanding Young Professionals on utilizing AFP, community networks, and educational resources to advance your career while preventing burnout.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
ACLU - Associate Director, Donor Acquisition & Reinstatement
Madeleine Durante is a resource mobilizer for social justice. With over a decade of social justice fundraising experience, Madeleine currently leads the ACLU's donor acquisition and reinstatement program. Prior to the ACLU, she led donor retention and midlevel giving at MoveOn and Planned Parenthood's national office, successfully leading donor programs, establishing and scaling channels, and co-chairing PPFA's LGBTQ employee resource group. Madeleine is a board alumni and volunteers with the New York Abortion Access Fund, and received AFP-Global’s 2024 Outstanding Young Professional Award.Ryan Zapolski, CFRE
Smile Train - Director, Development
Ryan Zapolski, CFRE, is a Director of Development at the New York-based nonprofit Smile Train, Inc. He currently serves on the board of AFP Greater Cleveland and earned recognition as one of AFP's Outstanding Young Professionals in 2024. A lifelong fundraiser, Ryan has held roles in higher education and global healthcare. Committed to civic engagement, he also volunteers for the Cleveland Leadership Center, Big Brothers Big Sisters, and College Now Greater Cleveland.
Carlos Rosario International School - Associate Director of Development
Dimetri O'Brien, a seasoned fundraising and communications expert in DC, boasts over a decade in non-profit development. With a diverse career spanning public and private sectors, including roles at The United Nations and Facebook, he's shaped national and international initiatives. Currently, Dimetri serves as Associate Director of Development at Carlos Rosario International School, crafting innovative solutions for educational advancement. His dedication and expertise are instrumental in creating new opportunities and brighter futures for learners from diverse backgrounds.Mon, Apr 28, 2025
8:00am - 9:15am
Room 333-334
Who Needs Ethics When I’ve Got To Plunge The Toilet??!?!?!
Join us for a practical session on the hows and whys of ethical behavior when it seems to be at the bottom of the daily to-do list. Learn how ethics influences staff, volunteers, and donors and how engaging on social media ethically can boost your engagement.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Annie Fritschner, ACFRE, MBA - Volunteer Leader
Annie Fritschner, ACFRE, MBA is a member of the AFP USA Foundation Board, and an active volunteer consultant for Catchafire NGOs throughout the world. She has been in fundraising as a practitioner and consultant since 1978 and has worked in all aspects of the Independent Sector including faith based, small shop, education, environmental. arts, healthcare, political and community-based fundraising. She is an Athena Leadership Award recipient for her work serving women and the vulnerable.Mon, Apr 28, 2025
9:15am - 9:45am
Learning Lab 1
AFP Membership, What’s in it for me? ( Learning Lab) Presented by AFP
Current and prospective AFP members will learn about key benefits of membership including professional development, local events, mentorship and volunteer opportunities, publications, leadership training, and more. Find out how you can maximize the value of your professional involvement while meeting your AFP peers!
Audience: Introductory/Foundational
Speakers
AFP - Senior Director of Membership at AFP Global
Nakera is currently the Senior Director of Membership at AFP Global responsible for leading the membership department as well as the overall AFP membership strategy to generate membership revenue and increased awareness of AFP member benefits and participation in AFP programs. Over the years she supported numerous non-profit associations and was responsible for developing and managing membership strategy, initiatives, programs and staff, as well as strengthening their processes focused on increasing engagement, recruitment, retention and membership dues revenue. Nakera holds a Bachelor of Science (BS) in public health degree from Old Dominion University and a Project ManagementMon, Apr 28, 2025
10:00am - 10:30am
Learning Lab 2
The Relationship Loop: Stewarding Your Constituents Effectively (Learning Lab) Presented by DonorDock
People won’t stay loyal to your cause just because you’ve got good intentions—In this talk, Matt will share four intentional steps to continuously adapt and grow your connections. It’s not some complicated blueprint, just a human approach to fostering connections that matter.
Audience: Introductory/Foundational
Speakers
Matt Bitzegaio, MA, MBA
DonorDock - CEO
Matt is the co-founder of DonorDock, a CRM built for small and growing nonprofits. Prior to founding DonorDock, Matt gained broad experience in the technology industry including leading a Microsoft Dynamics consulting business and ISV, IT leadership positions, and software architecture and development roles. Matt holds an MBA and earned a bachelor’s degree in Information Technology. Matt and his family live in West Fargo, ND.Mon, Apr 28, 2025
10:00am - 10:30am
Learning Lab 1
Golf Fundraising Made Easy: Simplify Planning & Boost Results (Learning Lab) Presented by GolfStatus
Hear how you can make your next golf event the best one yet! GolfStatus is the leading platform for charity golf tournaments and fundraisers. Discover how the intuitive platform makes organizing and executing a successful golf fundraiser easier than ever, with no-cost solutions that save time and raise more money.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Golfstatus - Sales and Education Director
Logan Foote has been around the game of golf his whole life, but despite thousands of attempts, he’s never gotten a hole-in-one (except in mini golf). His passion for golf led him to GolfStatus in 2017, where he discovered the sport’s power for good. As Sales and Education Director, Logan oversees a team that works with thousands of nonprofits to maximize their golf fundraisers and is well-known subject matter expert in golf fundraising. He holds a bachelor’s degree in business administration from the University of Nebraska-Lincoln. He lives and golfs in Lincoln, Nebraska with his wife and three sons.Mon, Apr 28, 2025
10:15am - 11:30am
Room 427 -429
Beyond the Basics: Using the AFP Code of Ethics and Member Code of Conduct
Fair and ethical conduct is the foundation of professionalism and vital to maintaining integrity in fundraising. Join members of the AFP Ethics Committee and Member Code of Conduct Committee to learn how to foster trust within our industry through the understanding and application of the new AFP Member Code of Conduct and recently updated AFP Code of Ethics.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Boys & Girls Clubs of the Valley - Senior Vice President of Advancement
John Scola has nearly 40-year’s of success with foundations, healthcare, social service, faith-based and education organizations. He is SVP Advancement with Boys & Girls Clubs of the Valley, leading a $23 million resource development program. John holds a B.A. from the University of Dallas, later serving on its Board of Trustees. He is a Master Teacher through the Faculty Training Academy of the AFP and is a past recipient of his chapter’s Outstanding Executive Award.Jaye Lopez Van Soest, CFRE
Flourishing, LLC - Principal
A strategic leader with a proven track record in nonprofit management and fundraising, Jaye has dedicated over 25 years to driving positive change through fundraising efforts in education, advocacy, food security, the performing arts, and accessibility. Jaye is committed to helping nonprofits grow smartly.Amy Rowell, EdD
COA Youth & Family Centers - Executive Director
Dr. Amy Rowell is an accomplished nonprofit leader and educator. She holds a Bachelor of Arts in Education and a Master of Arts in Public Service from Marquette University, and a Doctorate in Education from Alverno College. Amy serves COA Youth & Family Centers as executive director and is an adjunct instructor in the graduate school at Marquette University. She serves the AFP Southeastern Wisconsin as the chapter’s immediate past president and AFP Global as a member of the Code of Conduct committee.
WomanCare Global - VP Development
Joyce Mitchell-Antoine is currently VP for Development at Planned Parenthood South Atlantic. She is accomplished in major gifts, strategic fundraising planning, expanding development programs, and volunteer training. Joyce is the Immediate Past Chair of the AFP Global Ethics Committee and is a member of the AFP Foundation Fundraising Board.Theresa Fleck, CAE, CFRE, MA, EdD, CNP
Logan University - Vice President of Institutional Advancement
Theresa Fleck, EdD, CFRE, CAE, CNP currently serves as the Vice President of Institutional Advancement at Logan University. A fundraiser since 2001, Dr. Fleck has extensive experience developing strategy and executing fundraising plans for a wide range of nonprofit organizations, including; universities, independent schools, social service agencies, international non-governmental organizations (NGOs) and the arts. She has also been a manager of fundraising staff for over 15 years. Dr. Fleck is a CFRE, and currently serves as the immediate past president of AFP St. Louis and is a former board member of AFP Rhode Island.Mon, Apr 28, 2025
10:15am - 11:30am
Room 433-434
Roots of Change: Cultivating Relationships for Grassroots and Nonprofit Startup Success
Explore a transformative session to empower grassroots organizations and nonprofit startups through strategic relationship building. Learn practical strategies for forging alliances, engaging communities, and developing advocacy platforms that drive substantial social change. Enhance your impact by leveraging key relationships effectively.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Kimberly O'Neil, MA, MPA
Giving Blueprint - CEO
Kimberly O'Neil is an award-winning trailblazer in community capacity building and nonprofit strategy. As the founder and CEO of Giving Blueprint and leader of Cause Studio, she has empowered underresourced communities and coached over 5,000 nonprofit leaders. She was once the youngest Black female city manager in the U.S., Kimberly has generated over $22 million for social initiatives. Her work spans sectors, promoting transformative change. Kimberly is an adjunct graduate professor at Tulane University's John Lewis Public Administration Program. She is pursuing a Doctorate in Philanthropic Leadership at Indiana University's Lilly School of Philanthropy.Mon, Apr 28, 2025
10:15am - 11:30am
Room 333-334
Demystifying Donor-Advised Funds: How to connect with DAF donors (Presented by Fidelity Charitable and Seattle Foundation)
In this session, you will learn how donor-advised funds have set new records in giving and why understanding DAF donors—and how to work with them—is a strategy every fundraiser should perfect. You’ll learn the basics of donor-advised funds, how and why donors use them, and five ways your nonprofit can reach DAF donors.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Fidelity Charitable - Head of Marketing
Amy Pirozzolo is the Head of Marketing at Fidelity Charitable®, an independent public charity that has helped donors support nearly one-third of all U.S. nonprofits with more than $85 billion in grants. Experienced in both consumer and business-to-business marketing at marquee brands across a variety of industries, Amy is responsible for leading all aspects of marketing for Fidelity Charitable®, including driving awareness for donor-advised funds, fundraising support, donor and nonprofit engagement strategy, and new program launches.
Seattle Foundation - Interim Director of Philanthropic Advising
Taylor Sharp is the Interim Director of Philanthropic Advising at Seattle Foundation. Established in 1947, Seattle Foundation is an agent of change, igniting powerful, rewarding philanthropy to make Greater Seattle a stronger, more vibrant community for all. Taylor is responsible for overseeing philanthropic engagement with donors, building giving strategies, and creating connections in community.Mon, Apr 28, 2025
11:30am - 12:00pm
Learning Lab 2
Transform Your Nonprofit: Automate Payments, Save Time, and Focus on Impact (Learning Lab) Presented by Tipalti
Discover how nonprofits can eliminate manual finance operations, improve their environmental footprint, and streamline global payments. Learn how to enhance invoice management, integrate with your ERP, and maintain tax compliance—all while focusing on serving your growing community more efficiently and sustainably.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Brian Schilling, MBA
RSM - Director
Brian Schilling is a Technology Consulting Director at RSM with over 15 years of experience in ERP consulting, project management, and audit services for both nonprofit and for-profit organizations. Specializing in NetSuite implementations, Brian leads system design, configuration, and development, ensuring optimized business processes and regulatory compliance. His background includes internal audits, SOX documentation, and process improvements, driving automation and operational efficiency. Brian holds a Bachelor of Science in Finance and Accounting from Gordon College and is completing his MBA in Managerial Leadership at UMass Lowell. He delivers innovative solutions to enhance productivity, streamline reporting, and empower data-driven decisions.Matthew Merrill, MBA
Tipalti - Sr. Manager, Partner and Industry Marketing
Matthew Merrill is Sr.Manager of Partner and Industry Marketing at Tipalti. Matt is a data and insightsdriven marketing professional with extensive experience in Finance Automation. He focuses on building synergies between marketing, sales, business development, and product to inform strategic decisionmaking around industry and ERP initiatives. Matt previously spent time as Director of Sales and Business Development in the innovative Market Research and Data space with companies Mintel and The Economist, and in advanced technology with IBM and CDW. Matt holds a BA in Economics from the University of Michigan-Ann Arbor and an MBA from NYU Stern School of Business
Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 333-334
Creating Departmental Framework for Ethical Storytelling
This session advocates for ethical storytelling, emphasizing authenticity, inclusivity, and empathy. It outlines guidelines to ensure integrity, diversity, respect for privacy, avoidance of harm, and empowerment. Fostering a socially conscious narrative landscape aims to inspire positive societal change and a more equitable, compassionate world.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Derria Ford, MBA, Ed.D
Martha O Bryan Center - Chief Development Officer
Derria Ford serves as the Chief Development Officer of the Martha O Bryan Center, an anti-poverty organization in Nashville, Tennessee. She brings over seventeen years of nonprofit experience. Her expertise spans program expansion, grant administration, executive leadership, and fund development. Derria's career has been marked by exceptional ability to lead and motivate teams, strategic thinking, and building relationships with organizational stakeholders. Derria holds a doctorate in leadership from Trevecca Nazarene, where she specialized in Leadership and Professional Practice. She also holds a master's in Business Administration. Derria is a dynamic leader that believes in the power of storytelling.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 431-432
Leading Your AFP Chapter in This Multiverse!
What does it mean to lead a local AFP chapter today? Is membership down? Community needs ever-changing? Is your day job harder than ever? Do you find that your volunteers or colleagues are burning out? You're not alone. Join us for an energizing session where we'll tackle the real challenges facing AFP chapters in this ever-evolving landscape. Advancement Northwest will share its strategies—from pioneering co-leadership to reimagining National Philanthropy Day with a focus on our community of fundraisers.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Hong Chhuor, CFRE
DESC - Senior Manager of Individual Giving
Shannon Wong (she/her) has over a decade of experience in community building, non-profit leadership and advocacy for underserved populations. As DESC’s Senior Manager of Individual Giving, Shannon works to create systemic change across numerous sectors to end homelessness for our society’s most vulnerable community members. Personally, she is committed to working to make the non-profit field more representative of the communities served by the non-profit industry. Shannon currently serves on the boards of the Seattle/King County Coalition on Homelessness, AFP’s Advancement Northwest Chapter, and the University of Washington’s Professional & Continuing Education Programs Advisory Board.
The Evergreen State College - Associate Vice President, Major and Planned Giving
Javier is the Associate Vice President of Major and Planned Giving at The Evergreen State College. He’s worked in teaching, human resources, administration, and fundraising, primarily in education. He’s been in development since 2013. Equity is important to Javier, and he’s spoken on race, sexual harassment, and philanthropy. He has also led sessions on racial identity. Javier is a current Board member, and former Co-Chair of AFP-Advancement Northwest. He currently serves as the chair of the DEIA committee and has served as a mentor through the chapter’s mentoring program.
Pacific Northwest Research Institute - Chief Advancement Officer
Shannon Bowen is a nonprofit leader, fundraiser, career advancement coach, and a staff retention and salary negotiation expert. Currently, she is the Chief Advancement Officer for Pacific Northwest Research Institute, Co-President-Elect for AFP Advancement Northwest Board of Directors, and CEO of Monsoon Leadership where she coaches development leaders to land their dream job and get paid what they deserve. Determined to stop the tide of staff attrition in development, Shannon advocates for equitable hiring practices and innovative staff retention techniques. She is committed to creating healthy workplaces, one manager at a time.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 335 - 336
Building Trust With Your Donors: Fundraising, the Ethical Impact Profession
In this era of misinformation and fractured political landscapes, building trust with your donors has never been more important. Policy Horizons Canada identified the top prominent disruption for 2024 and greatest threat to democracy as "people cannot tell what is true and what is not". Join us to explore the tools developed by AFP Global and AFP Canada to help you build stronger relationships with your donors and demonstrate your commitment to truth-telling and promise-keeping. Exploring both the Narrative for Canadian Fundraisers and the newly revised AFP Code of Ethics and Standards for Professional Fundraisers.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Central City Foundation - President & CEO
Jennifer Johnstone is President & CEO of Central City Foundation, an organization working to improve the lives of people in need in Vancouver’s inner city. Today, CCF pursues this agenda through community-centered philanthropy rooted in a commitment to truth, justice and reconciliation. CCF owns innovative, sustainable social purpose real estate properties and builds relationships with leading community organizations to create the opportunities for investments in community-led solutions. Jennifer’s background is in non-profit management and community resource development. Jennifer has long served as a board member with several local organizations and is currently the Chair of the board of AFP Canada.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 343 - 344
Unlock Your Working Genius: Elevating Fundraising Teams and Productivity
Using the popular Six Types of Working Genius framework, discover transformative insights and practical tools to reignite your joy at work, foster collaboration, and increase productivity. You’ll walk away with strategies to implement immediately. Don’t miss this opportunity to recharge and elevate your team’s potential!
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Stacey Wedding, BoardSource Certified Governance Consultant, Working Genius Certified Facilitator
The Stacey Wedding Group - Chief Strategist
Dubbed the "fairy godmother of nonprofits” by her clients, Stacey Wedding has 25+ years of nonprofit expertise working in the nonprofit sector and as a consultant to the sector. She and her team at The Stacey Wedding Group specialize in executive coaching, board governance, organizational development, and strategic planning. A sought-after keynote speaker and co-host of the highly acclaimed Nonprofit Everything podcast, Stacey is among just 80 BoardSource certified governance consultants nationwide. She is also a certified facilitator of The Six Types of Working Genius.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 423 - 425
Taking Community-Centric Fundraising Global: Lessons, Laughs, and Learning
Curious how Community-Centric Fundraising (CCF) went from a U.S. movement to a global force? Join CCF Global Council members, for a fun and insightful look at the ups, downs, and unexpected moments that shaped this journey.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Rachel D’Souza, JD
Gladiator Consulting - Founder and Principal
Rachel D’Souza is the visionary founder of Gladiator Consulting, a transformative boutique firm empowering nonprofits nationwide from St. Louis, MO. Gladiator Consulting is driven by a mission to reshape and elevate the nonprofit sector toward greater equity, justice, and belonging. As a thought leader, Rachel has shared her insights in Blackbaud Institute’s npExperts publication, The Great Reset, NeonOne’s Donors: Understanding the Future of Individual Giving report, and across impactful podcasts like What The Fundraising and The Ethical Rainmaker. Recently, Rachel earned her second Master’s degree from Washington University School of Law, equipping her with advanced change management and conflict resolution
Community Centric Fundraising - Global Council Membership
Jenny Brandt (she/her) is the Fundraising Lead with the Environmental Data & Governance Initiative. She has experience working as a fundraiser in the United States and in Mexico. She is interested in building movements where people in community with nature are the beneficiaries. She has worked on programs to build awareness of financial tools, healthcare access, immigration rights, protection of public lands, biodiversity, sustainable community development and sees all this work in opposition to systems of oppression. She is excited to join the Global Council to be part of rethinking how fundraising can be done in today’s world.Mon, Apr 28, 2025
4:00pm - 5:15pm
Learning Lab 1
How to Become a Certified Fund Raising Executive (Learning Lab) Presented by CFRE
The CFRE Credential: Is it worth it? What are the benefits? Is the CFRE Exam difficult? this interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll dive into the eligibility requirements, application tips, and all things related to the CFRE Exam, as well as answer your questions. You’ll leave the session with a clear understanding of how to achieve your CFRE credential.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Eva Aldrich, CAE, PhD
CFRE International - President & CEO
Eva E. Aldrich is President and CEO of CFRE International, the only globally recognized fundraising credential. 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. Before that, she was a member of the consulting team at Johnson Grossnickle & Associates and was Assistant Professor of English and Director of the Writing Center at Franklin College. Aldrich has been widely published in fundraising journals and is one of the editors of Achieving Excellence in Fundraising, 3rd Edition, from Jossey-Bass.Tue, Apr 29, 2025
8:00am - 9:15am
Room 423 - 425
6 Things You Should Do to Get Your Board Ready for a Capital Campaign
If you’re planning a capital campaign, your board members are likely to be anxious. In this session, we’ll give you simple and effective ways to get your board members ready for a campaign.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Amy Eisenstein, ACFRE
Capital Campaign Pro - CEO
Amy Eisenstein, ACFRE, is the CEO and Co-Founder of Capital Campaign Pro. She has been a development professional and fundraising consultant for more than 25 years. Since 2008, she has consulted for nonprofit organizations on capital campaigns and major gift fundraising. She is a frequent speaker at national and local conferences and has authored several books on fundraising including, Major Gift Fundraising for Small Shops. Amy served on the board of AFP-NJ for nearly a decade, including serving as President of the board in 2014 and 2015.Tue, Apr 29, 2025
8:00am - 9:15am
Room 433-434
More than AI, Where Donors & Tech Are Taking Fundraising (Presented by Bonterra)
More than AI—Where Donors & Tech Are Taking Fundraising explores the latest tech-driven fundraising trends beyond the AI hype. From mobile giving to peer-led fundraising and conversational giving, discover how to meet donors where they are—and where they’re going. Walk away with actionable strategies to future-proof your fundraising.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Bonterra Tech - SVP of Data Science and Analytics
Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to advance applied data science in the nonprofit sector. Ben is the SVP of Data Science and Analytics at Bonterra, and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben also serves on the AFP Research Council and is the immediate past chair of the Fundraising Effectiveness Project.Kimberly O'Donnell, CFRE, ACC
Bonterra - Chief Fundraising Officer
Kimberly is an innovative tech leader known for driving new initiatives with strategy, curiosity, and discipline. With expertise in nonprofit fundraising she excels at launching and reimagining programs and products, currently in professional services and coaching. Kimberly leads Bonterra's coaching/consulting program, specializing in fundraising and engagement coaching for nonprofits and corporate social responsibility (CSR) for major corporations. Her experience spans SaaS, nonprofit, education, healthcare, financial services, and luxury/retail sectors. For over a decade, Kimberly taught nonprofit leadership at Georgetown and George Mason Universities. She’s coached 60 executives, hosted the popular Accidental Fundraiser podcast, and has contributed to 25+ publications.Tue, Apr 29, 2025
10:15am - 11:30am
Room 333-334
Pursuing State and Federal Funding Through Legislative Advocacy and Relationship Building: A Case Study
Learn how to engage with public officials to secure transformational funding for your organization. Join us to gain an understanding of how to educate government entities about your organization's impact, your value to your constituents and the community, and how you can serve as a resource to civic leaders.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
G2G Consulting - Vice President
Becky Watts is a Vice President with G2G Consulting, a full-service government affairs consulting firm that has raised $531 million in government funding and is based in Washington, DC, Cleveland and Columbus, Ohio. Becky joined G2G in 2008 and leads the company’s work in Ohio, guiding organizations on advocacy strategies and securing federal, state and local government funding. She previously served as Appropriations Director on Capitol Hill managing earmarks for U.S. Senator Mike DeWine, who is now the Governor of Ohio. With over two decades of experience, Becky knows first-hand how to secure funding and be an effective advocate.Julie Weagraff, CFRE
Girl Scouts of North East Ohio - Chief Development Officer
Julie Weagraff is the Chief Development Officer for Girl Scouts of North East Ohio where she is responsible for all fundraising and advocacy activities for the council, which covers 18 counties and serves 19,000 girl members and 9,000 adult members. She has over 30 years of nonprofit management experience. She holds a master’s degree in nonprofit management from Case Western Reserve University and a bachelor’s degree in public relations with honors from Westminster College in New Wilmington, PA. She currently serves on several boards, including the Board of Directors for the Association of Fundraising Professionals Greater Cleveland Chapter.Tue, Apr 29, 2025
10:15am - 11:30am
Room 335 - 336
AI in Action: What Nonprofits Can Steal from Google & the For-Profit Frontier (Presented by Delve Deeper)
Discover how Google and other leading for-profit brands are using AI to drive smarter growth—and what nonprofits can learn from their playbooks. This session offers actionable strategies to balance short-term RoAS with long-term engagement, including how to reach Gen Z and optimize media spend for sustainable fundraising success.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Google Cloud - Head of Partner Engineering
Clive is the Head of Partner Engineering at Google Cloud, leading a team of engineers who work with Google's partner ecosystem to help businesses build, deploy, manage, and migrate their customer applications to GCP. Partner Engineering focuses on bringing to market some of the most advanced and cutting-edge technologies from GCP and third-party software providers. His team leads the GenAI enabling and GTM for North America. Clive D'Souza is a technology leader & veteran with 20+ years of industry experience. He is an engineer by trade, a general manager by choice, with a passion for solving customer problems. In additio
Delve Deeper - President and Partner
Anton Lipkanou is President and Partner at performance media agency Delve Deeper, which focuses on driving exceptional value for non-profit organizations. Starting as a media trader and seeing the inefficiencies in the market, Anton developed a firm belief that strong media performance relies on the foundation of data and technology integration to close the donor data gaps from mass donors to major givers, sprinkled with a relentless obsession to test every dimension in media buying platforms.