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.
Strategic
Collective Resilience: Navigating the Shared Leadership Journey
Join our panel discussion on the transformative shared leadership model in the nonprofit sector, featuring the co-executive directors of the Seattle Chinatown International District Preservation & Development Authority (SCIDpda) and their executive leadership coach, who will discuss their journey as a dynamic case study on how co-leadership enhances sustainability.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Jaron Bernstein, MBA
Alford Group - Senior Consultant
Jaron Bernstein joined Alford Group in 2021 and brings a decade of nonprofit experience at the intersection of arts, philanthropy, and strategy. Jaron ardently believes in the power of the nonprofit community to catalyze societal change when equipped with the right strategy, capacity and resources. At Alford Group, Jaron works with organizations to marry vision and strategy with action, identify and establish vital systems and processes, and tell their story effectively. Through active, empathetic listening and honest discussion, Jaron has successfully helped nonprofits of all sizes and sectors identify their next ambitious leap and the steps to get them there.
Seattle Chinatown International District Preservation & Deve - Co-Executive Director
Jamie Lee has nearly 20 years of experience in the non-profit and public sector and has held leadership roles at SCIDpda for eight of those years. She most recently served as SCIDpda’s Director of Community Initiatives, overseeing external partnerships, fundraising, small business assistance, public space design, and neighborhood safety. Jamie is currently the Board Chair at the International District Emergency Center and has served on a number of other boards and committees, including Chinatown International District Business Improvement Area and Historic South Downtown. In 2021, Jamie received the Friend of Housing Community Crisis Response Award.
Seattle Chinatown International District Preservation & Deve - Co-Executive Director
Jared Jonson has nearly 20 years of experience in the non-profit and public sector and has served the SCIDpda on the board and staff for six years. Jared most recently served as SCIDpda’s Director of Property Operations, overseeing residential and commercial property management and maintenance, and prior to his staff role Jared served as Board President of SCIDpda’s Board of Directors for two years. Jared’s career includes roles in running political campaigns and building civic/political power for AANHPI communities, built environment policy and government relations roles at the King County Department of Transportation and the Urban Land Institute.Anh Vo, MA
Alford Group - Chief Culture Officer
Anh Vo is driven by the belief that by helping others succeed, we all succeed. In her work with organizations, she has provided leadership development, change leadership, and strategic planning and implementation. She has a systemic approach and is highly adept at creating environments of collaboration and accountability. Anh has worked extensively in advancing racial dialogues and practice of justice, equity, diversity and inclusion in her work. She has encountered an expressed deep need from the organizations she has partnered with for safety and belonging, where agreed sets of behaviors enable employees to work effectively in cross-cultural and multi?cultural environmentsDemystifying DAFs: Findings from the National Survey of DAF Donors
Do donor advised funds (DAFs) seem like a mystery to you? The National Survey of DAF Donors provides valuable insights to help you better understand DAFs and offers practical applications for professional fundraising. You will learn how to identify DAF donors, cultivate better relationships with them, and customize solicitations.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Brigham Young University - MPA Student
Rachel Sumsion is currently pursuing a Master’s degree in Public Administration at Brigham Young University and has a background in sociology, nonprofit management, international development, and business. Rachel is particularly drawn to research that has practical applications and has studied various topics, including donor advised funds, social impacts, and food insecurity. Beyond academia, Rachel has worked as a philanthropic consultant. In her free time, you can find Rachel going for a run or spending time with family.Dan Heist, MA, PhD
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.Ready, Set, Ethical AI: Preparing Your Organization for AI in Fundraising
Join us to explore the ethical integration of AI in fundraising, featuring discussions on biases, Anthropic's AI Safety Levels and the management of AI persuasion. Engage through live polls, demonstration of tools, and engaging discussion to enhance your AI strategy ethically and effectively. Don't miss this cutting-edge session!
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
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.5 Key Leadership Strategies To Empower Your Team To Level Up! And Deliver Results
This creative and high energy interactive session will address key leadership strategies that are critical in positioning your team for success! Barbara and Joy's unique blend of leadership styles incorporate relationship strategies, ethics and storytelling techniques that have helped position fundraisers for success in closing major and principal gifts.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Boston University - Assistant Dean for Development and Alumni Relations College and Graduate Sc
Experienced fundraising, marketing and communications professional with a demonstrated twenty years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations. I’m committed to institutional messaging that connects philanthropists and constituents with their areas of interest so they can make a world of difference. In line with my commitment to the industry, in September 2014 I acquired the Advanced Certified Fundraising Executive (ACFRE) credential, the most rigorous certification process available to development professionals, demonstrating my expertise in organizational leadership, management and ethics. Specialties: Development Operations, Strategic Planning, Communications, Annual Campaigns, Event Management, Solicitation, Marketing, Volunteer Management.
Carter Global - Managing Director
Barbara is a Managing Director at Carter, a global consulting firm that helps nonprofit organizations advance their philanthropic goals. She earned AFP’s prestigious Advanced Certified Fundraising Executive (ACFRE) credential and holds a master’s degree in leadership and organizational development. With over 25 years of experience, Barbara has a proven track record of closing seven and eight-figure gifts, including leading the naming of the Neff College of Business and Innovation at the University of Toledo in 2022. She is known for her BTP Method - being Bold, Thoughtful & Persistent. She was AFP NW Ohio Chapter’s 2022 Outstanding Fundraising ProfessionalHow the Tax Cuts and Jobs Act Will Impact Charitable Giving
Absent Congressional action, trillions of dollars of tax relief will expire at the end of 2025. Learn how to prepare for/navigate massive tax reform, and a once in a generation opportunity to pass a universal charitable deduction. You’ll learn how advocacy can help avoid hastening historic declines in giving.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Lisa Chmiola, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MS, CSPG
Loyola University in New Orleans - Assistant Vice President of Development
Lisa has more than 22 years in philanthropic development. Currently the Assistant Vice President of Development at Loyola University in New Orleans,she also serves as the Chief Fablanthropist for Fablanthropy, working with nonprofit organizations and fundraising professionals providing consulting services on legacy giving strategies. An AFP Certified Facilitator since 2014 and TEDx speaker, Lisa has presented at five AFP International Conferences, and a variety of AFP and other industry regional conferences, chapter meetings, and webinars. Lisa is chair of the AFP Global U.S. Government Relations committee, a member of the AFP PAC board.Sally Schaeffer, MA
Uncorked Advocates - Principal Consultant
Bringing nearly 25 years of experience, Sally and Uncorked Advocates provide federal government relations services to some of the largest nonprofits and philanthropic associations in the country. Previously, Sally represented more than 500 nonprofits and foundations as Independent Sector's Government Relations Director, served as Washington advocate for Girl Scouts of the USA, and worked on Capitol Hill for former Rep. Louise Slaughter as Legislative Director and Chief of Staff. She was named by The Hill as a Top Lobbyist for 2021, 2022, and 2023 and as Top 100 Lobbyist in 2022 by The National Institute for Lobbying & Ethics.Nicole Weingartner, Registered Lobbyist
Davidoff Hutcher & Citron LLP - Director, State Government Relations
Nicole L. Weingartner, known as "The Long Island Lobbyist”, has been dedicated to assisting nonprofit organizations with representation at the local, county, state and federal levels of government, securing millions of dollars in funding to essential organizations of Long Island's communities. Nicole provides strategic advocacy support to clients on budgetary, legislative, and regulatory matters as well as the design and implementation of legislative advocacy campaigns. Nicole is a member of the Board of Directors of the AFP Long Island chapter, a Board Member of the AFP PAC and a member of the U.S. Government Relations Committee of AFP Global.The Art of HBCU Philanthropy
Are you seeking to build a more inclusive and diverse philanthropic ecosystem? Join in on the discussion of the Art of HBCU Philanthropy to explore innovative approaches being deployed within the HBCU ecosystem.
Education Track(s): Securing the Gift , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Amy Goldstein, MA
Thurgood Marshall College Fund - Vice President, Strategy
As Vice President, Strategy for the Thurgood Marshall College Fund, Amy D. Goldstein brings over 35 years of experience in the non-profit community, on the national, international, and local levels. At TMCF she is responsible for managing special initiatives and member-school capacity building activities, as well as relations with major foundations and partners supporting TMCF core programs. In 2020 she authored HBCUs and Prior Learning Assessments, an article published in the international journal Prior Learning Assessment Inside Out (PLAIO). She also lead a 4-HBCU research effort that to date has resulted in two academic articles.
Strada Education Foundation - Senior Vice President of HBCU and Engagement
As senior vice president of HBCU and Engagement, Daryl A. Graham oversees Strada Education Foundation’s strategic partnerships with historically Black colleges and universities and Indianapolis community organizations. Prior to joining Strada in 2017, Graham spent 15 years with JPMorgan Chase & Co., in Wilmington, Del., serving more than a decade as vice president and relationship manager where he identified grantmaking, sponsorship and volunteerism opportunities for the firm. His background also includes accounting and auditing positions at J.P. Morgan Chase & Co., ConocoPhillips, General Electric and KPMG.Vita Pickrum, PhD
Delaware State University - Vice President, Division of Institutional Advancement and President
Dr. Pickrum has established strategic public and private partnerships that have yielded significant financial support for the University. Dr. Pickrum's commitment to student success is evident in founding the HBCU (Historically Black College and University) Philanthropy Symposium – now in its 15th year (hbcusymposium.com) and drawing public and private HBCUs at each convening. This annual convening of universities, community colleges, and minority-serving institutions is a beacon of hope, focusing on institutional transformation and sustainability.Trina Bilal, MBA
KTB Consulting, LLC - Principal Consultant
Trina Bilal is a Change Agent, Motivational Speaker, STEM Advocate and seasoned executive with over 20 years of experience within the energy, technology, and telecommunications sectors. She primarily focuses on advancing the academic and economic competitiveness of underrepresented communities. Mrs. Bilal holds a B.B.A in International Business with a Finance concentration from Howard University, an M.B.A. from Georgetown University, and a Certificate in Business Excellence from Columbia UniversityA Guided Discussion on AI Equity, Adoption, and Utilization in the Workplace
AI is changing fast but are nonprofits keeping up? Discover how you can approach AI to leverage greater capacity. You will gain practical insights and team strategies to begin thinking through what types of work should be transitioned to AI, while which should stay on the “human side” of work.
Education Track(s): Leadership and Management
Audience: Strategic
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.Michelle Flores Vryn, CFRE
iNaturalist - Head of Development
Michelle Flores Vryn, CFRE (she/her) is a lifelong learner and cross-sectoral community-builder. Before joining iNaturalist as Head of Development, she worked in conservation missions for endangered species, park protection and nature education. Michelle proudly serves on the AFP Global Board and co-organizes the Community-Centric Fundraising (CCF) Texas Chapter.From Donor-Centered to Community-Centered Fundraising: Results and Learnings from a National Study
Community Centric Fundraising (CCF) is an emerging movement, but does it work? Hear the results of a national study exploring how organizations are aligning fundraising with social justice and racial equity values. This session will share results including trends, impact on donor support, and key lessons for shifting culture.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Elizabeth Dale, PhD
Seattle University - Associate Professor
Elizabeth J. Dale, Ph.D., is the Frey Foundation Chair for Family Philanthropy at the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University. A former development director and Certified Fund Raising Executive (CFRE), her research includes social justice philanthropy, giving among women and LGBTQ+ donors, and the intersection of identity and giving. She has published and presented her research nationally and internationally and has provided commentary for The New York Times, Forbes, and The Chronicle of Philanthropy. She holds a Ph.D. in Philanthropic Studies from the Indiana University Lilly Family School of Philanthropy.Maya Hemachandra, CFRE, MPA
Sambar Nonprofit Solutions - Owner & Principal
Maya Hemachandra's mission is to create champions for social change. Her approach blends philanthropy, strategy, and compassion to engage individuals and organizations in addressing poverty and oppression in the Pacific Northwest. Over her 20-year career she has raised millions of dollars in philanthropic and volunteer support for human service and social justice organizations. She is the owner of Sambar Nonprofit Solutions where she helps nonprofit organizations align policies and practices with their anti-racist values. She holds an MPA from the University of Washington’s Evans School of Public Policy and Governance and a Certified Fundraising Executive (CFRE) designation.Put on Your CAP© & Get in Your CAR©: Steering Portfolios in the Right Direction
Do you have a plan to identify who should be in your portfolio and why? Have you determined a pathway for meaningful relational engagement that is both structured and flexible? Join this session to get the tools you need to be more effective in raising much-needed funds for your organization.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham CFRE, serves as the Vice President of Individual Giving for Conservation International. She oversees the efforts of annual, major, and planned giving teams, as well as CI’s Sojourns travel program. Her team raises more than $70M annually and works to enhance the donor’s experience while ensuring a healthy and sustainable donor pipeline across all giving levels. In her spare time, Julie has completed six half-Ironmans, eight marathons, countless half-marathons, and Olympic-distance triathlons. She currently resides in Alexandria, VA with her husband and three kids, and loves spending time in nature.Martha H Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - Hazen and HILT
Martha H. Schumacher, CFRE, ACFRE, MInstF is an avid active listener, philanthropy ambassador, educator, coach, mentor, author, and champion. She is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Martha is an AFP Global Past Chair, founding member of the International Women in Fundraising (IWF), and a Global Advisor to the IWF Purple Mindshift Program. She also serves on the International Rhino Foundation Advisory Board and Development Committee. Martha lives with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Red Flags in Fundraising – Been There, Done That (Unfortunately)
This session will equip nonprofit leaders with the insights needed to navigate the complexities of ethical fundraising. Discover practical strategies from leading experts in the field and engage in meaningful dialogue about maintaining the highest standards of ethical practice in your fundraising efforts.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Scott Staub, ACFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MPA
Brakeley Search - Managing Director
Scott Staub has, for over 30 years as a nonprofit professional, demonstrated success in building high performing teams, budgeting and financial analysis, problem-solving, and creativity, to achieve measurable results. He has served as both staff and consultant to many nonprofits. He has also served on the boards of Association of Fundraising Professionals, Hawaii Meals on Wheels, Golden Gate University Alumni Association as well leadership positions in Rotary International, at the club and district level. He was recognized as an Outstanding Fund Raising Professional by the AFP-Aloha Chapter and AFP-Silicon Valley Chapter.
Boston University - Assistant Dean for Development and Alumni Relations College and Graduate Sc
Experienced fundraising, marketing and communications professional with a demonstrated twenty years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations. I’m committed to institutional messaging that connects philanthropists and constituents with their areas of interest so they can make a world of difference. In line with my commitment to the industry, in September 2014 I acquired the Advanced Certified Fundraising Executive (ACFRE) credential, the most rigorous certification process available to development professionals, demonstrating my expertise in organizational leadership, management and ethics. Specialties: Development Operations, Strategic Planning, Communications, Annual Campaigns, Event Management, Solicitation, Marketing, Volunteer Management.Mary Doorely Simboski, ACFRE, MS
Changing Our World - Senior Managing Director
Mary Doorley Simboski is a senior nonprofit management executive with more than 30 years of experience working in education, healthcare, the arts, and religious and human service organizations. An adjunct instructor at Boston University and Baypath University, she teaches courses in fundraising management. Mary has earned the designation of Advanced Certified Fundraising Executive. She is a current member of AFP's Ethics Committee. She has a Bachelor's degree from the Catholic University of America and a Master of Science Degree in Management from RegisBenjamin Mohler, ACFRE, CFRE, MA
GivingThree - Chief Executive and Principal Consultant
Ben Mohler, M.A., CFRE, ACFRE has presented frequently over the past twenty years for local AFP chapters and state, national, and international conferences. He teaches as a subject matter expert for the Texas A&M University Bush School of Government and Public Service and is an in-demand instructor, having taught at Eastern Kentucky University, University of North Carolina at Charlotte, and St. Mary’s University of Minnesota.Beyond the Pride Flag: Understanding the Complex Dynamics of Philanthropy in the LGBT Community
How the LGBT community interacts with philanthropy is important for any fundraising professional to understand. You will learn about the changing face of LGBT philanthropy from a donor’s and organization's perspective. You will come away with a deeper understanding of how to appeal to this community beyond Pride Month.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Charles Callihan, MA
Heart Strategy Impact - Founder & CEO
C.F. is the Founder and CEO of Heart Strategy Impact, a boutique fundraising consulting firm in Nashville Tennessee. He is a seasoned fundraising professional with over a decade of extensive expertise, leaving an innovative mark on the organizations he has served raising over $15,000,000 in annual fund and special project campaigns. He has previously served in roles at Blennerhasset Island Historical State Park, Lexington History Museum, Indianapolis Museum of Art, Indiana University Jacob’s School of Music, Keep Indianapolis Beautiful, Inc, Music Academy of the West, University of Louisville, Seven Counties Services, Inc., Centerstone, Park Center and the Andrew Jackson Foundation.Brian Williams, MFA
Dandelion Consulting - Founder and CEO
Brian Williams is a seasoned nonprofit leader with over two decades of expertise in fundraising and executive management. He was selected as one of 20 global leaders, in 2009, for United Way Worldwide's Global Resident Fellows Program. Brian's consultancy focuses on empowering arts and LGBTQ+ organizations with budgets under $5 million, leveraging his MFA from the University of Iowa to infuse creativity into creating sustainable growth initiatives and supporting organizations to achieve their goals. His commitment to fostering positive change and maximizing impact underscores his reputation as a trusted advisor and advocate within the nonprofit community.AFP’s New Code of Ethic- What is it … what can it do for me?
Why do professionals and professions need an Ethical Code? AFP’s Code of Ethics is a living document and baseline that provides structure, guidance and support – for all of these. Participants will review and explore the new code and all the supporting resources available for individuals and chapters to use to develop a deeper understanding of applying and implementing the code in personal and organizational practice. Using interactive cases and group activities, Participants will apply the code – and discuss why there are very few “cut and dried” solutions.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Andrea McManus, AFP Certified Facilitator (formerly AFP Master Trainer)
The Development Group - President & CEO
Nonprofit specialist with a passion for building the capacity of nonprofit organizations and to grow robust, innovative philanthropic relationships with supporters. Committed to the development of the fundraising profession and mentoring younger professionals.Roberta Healey, ACFRE, MBA, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP
Aurora Philanthropic Consulting - Founding Member
Robbe Healey brings more than four decades of diverse experience, insight, and success to philanthropic fundraising consulting, strategic planning, board governance and non-profit organization management. Highly regarded and sought after, she has worked with more than150 organizations. A member and past chair of the AFP Ethics Committee, she is currently CO-Chair of The AFP Code of Ethic Review Task Force. Committed to community service, she is a Rotarian, and volunteer with three community organizations.Audrey Kintzi, ACFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP
Saint Mary's University of Minnesota - Vice President, Emerita for Advancement and Executive Director of the M. A. in Philanthropy and Development Program
Audrey Kintzi is the Vice President, Emerita for Advancement and the Executive Director of the M. A. in Philanthropy and Development Program at Saint Mary’s University of Minnesota. Kintzi has been working in the development field for 40 years. In 2023, AFP Global named her an AFP Global Distinguished Fellow. Kintzi currently serves as a member of the AFP Research Council, the AFP ICON Education Advisory Committee and the AFP ACFRE Credentialing Board. Kintzi is a certified AFP Master Trainer and holds a Certificate in Philanthropic Psychology (with Distinction) from the Institute for Sustainable Philanthropy.Using Donor Research to Grow Your Income AND Increase the Diversity of Your Donor Base
This session will present key findings from donor research done by Amnesty International in 2022, tracking progress from an earlier survey in 2012. During that interval, racial diversity of the organization's donor base increased by 55%, and donor engagement also increased. Data collection using an equity lens will be covered.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Rosemary Oliver, CFRE
Canadian Civil Liberties Association - Advancement Director
Rosemary joined the Canadian Civil Liberties Association as Advancement Director in 2022. Rosemary was previously the Fundraising Director at Amnesty International (Canada) for 23 years and spent seven years leading Greenpeace's fundraising program. Rosemary has also raised funds for Oxfam and a small multicultural hospital. Rosemary is passionate about donor research and using research findings to develop communications and stewardship programs that result in higher levels of retention, giving and diversity of supporter bases.
Amnesty International Canada - Fundraising Director
Marie-Hélène is a seasoned nonprofit leader with over 20 years of fundraising expertise. As the Director of Fundraising at Amnesty International Canada, she oversees a diverse portfolio spanning Major Gifts, Legacy Giving, Digital, and Monthly Giving. Her impressive track record includes roles at respected organizations like MSF and CARE Canada, where she honed her skills in Annual Giving, Monthly Giving, and Donor Services. Marie-Hélène's unwavering commitment to social impact drives her to maximize resources and deliver exceptional results for the causes she champions.Using Storylistening and Storyweaving to Discover Donor Values and Raise More Gifts
Transform your fundraising! In this session, learn to unlock the power of connection-based fundraising through Storylistening and Storyweaving. Deepen donor relationships as you uncover their personal stories, values, and identities. Then, through conversation, learn to weave them together with mission impact for irresistible asks and successfully secured major gifts.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Beth Ann Locke, AFP Certified Facilitator (formerly AFP Master Trainer)
The Fundraiser Coach - Chief Spark
Beth Ann Locke brings over 30 years of accomplished fundraising experience in the U.S. and Canada to her work as “The Fundraiser Coach”. Rooted in Seattle and now based in Vancouver, BC, Beth Ann is highly regarded for coaching, training, and guiding fundraisers and nonprofit leaders to secure major gifts and amplify their impact. Her connection-based approach empowers fundraisers to cultivate donors for significant major and principal gifts. With a reputation for insightful donor strategies and actionable tactics, Beth Ann equips individuals and teams with the tools to become catalysts for changeA Wide Journey: Embedding Welcome, Inclusion, Diversity and Equity in Organizational Culture
Executive leaders, fundraisers and consultants recount lessons from one organization’s multi-year journey of embedding a welcoming, inclusive, diverse and equitable culture. More than a strategic priority, this case study shares the approach used, stakeholder voices lifted, philanthropic funding secured, and outcomes achieved toward a WIDE way of being.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Ryan Roemerman, BS
Lexicon Strategies - Partner
Ryan Roemerman is a partner at Lexicon Strategies, consulting with organizations advancing equity and social impact. He leads projects from concept to practice for collaborative transformation. Ryan began his career co-founding an Iowa nonprofit that built coalitions to pass safe school and civil rights laws by helping young LGBTQ people tell their stories to motivate legislative action. Ryan was the founding executive director for the Atlanta-based National Center for Civil and Human Rights LGBTQ Institute, served as an advisor for the Community Foundation of Greater Atlanta, and as the Atlanta Mayor's LGBTQ Advisory Board co-chair.
Cornerstones of Care - President & CEO
Merideth Rose is President/CEO of Cornerstones of Care, whose mission, partnering for safe and healthy communities, provides trauma-responsive care to 15,000 children and families across Kansas and Missouri. Previously Rose held roles with Community Services League and the Independence (Mo) School District leading pandemic response, strategic planning and diversity initiatives and was a Public Affairs Officer for FEMA. Rose is a board member of the Health Forward Foundation, Truman Heartland Community Foundation and Park University Trustee. Her civic leadership was recognized in 2023 by the Kansas City Royals with the Buck O’Neil Legacy Award.
Dynamic Transformations LLC - Founder and Principal Consultant
Jenna Ortiz is founder and principal consultant for Dynamic Transformations, which guides groups to create more empathetic and efficient work environments. As a practitioner, coach, strategist and systems guru, Jenna helps individuals show up fully to engage in DEI work. She is a Certified Professional Diversity Coach (CPDC) who supports leader DEI growth for successful, intentional organizational change to occur. She earned degrees from Virginia Commonwealth University and The New School, received a certificate in Workplace Ethical and Inclusive Leadership from the University of South Florida and is a doctoral candidate in organizational leadership development at the University of Arizona.Chad Harris, CAE, PhD
Cornerstones of Care - Chief Development Officer
Dr. Chad E. Harris, CAE, is Chief Development Officer of Cornerstones of Care, a mental and behavioral healthcare agency, which annually helps 15,000 children and families heal from trauma, based in Kansas City, Mo. Previously Harris served as FarmHouse International Fraternity's President/CEO and professional roles in higher education advancement at the Indiana University Foundation and Wisconsin Alumni Association. He is past president of AFP Greater Kansas City and the KC Society of Association Executives. He is a graduate of Iowa State University (BS), Indiana University-Bloomington (MS) and received his doctorate in organizational leadership from the University of Missouri.Brandraising: Leveraging Your Brand to Raise Funds In a Down Economy
Leverage your brand to boost fundraising efforts in a down economy. Strong branding elevates donor engagement, lifts fundraising success, and fortifies stakeholder connections, all without stretching your budget. This session equips you with five tools to immediately uplift your brand strategy. Plus, we'll review our exclusive fundraising survey results.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
KidGlov - President and Chief Strategist
Few can match Lyn Wineman’s passion for marketing—or for helping change-makers do more good in the world. As the founder, president, and chief strategist of the full-service advertising agency KidGlov, she has created a space where both of these passions flourish. Lyn’s talented team is known for putting the megaphone in front of those leading positive change. KidGlov earned its Certified B-Corp status in 2021, proof of their commitment to social and environmental excellence. Lyn is also the host of the Agency for Change podcast, yet another forum to amplify the voice of changemakers everywhere.The Campaign Doctor - How to Treat an Ailing Campaign
Almost every campaign -- whether it is an annual fund drive or capital campaign -- can hit a plateau, or start to fall apart completely. In this interactive session, we’ll review proven tactics that you can implement if it looks like you won't make your goal.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Caroline Bott, MPA
Virginia Fundraising Consultants - Senior Executive Consultant
Caroline is an experienced nonprofit administrator and fundraising professional who has spent more than two decades working in the educational, environmental, health, economic development, and public service sectors. Her areas of expertise include fundraising, strategic planning, and governance. As both a development professional and a consultant, Caroline has helped numerous organizations throughout the mid-Atlantic region fulfill their missions through philanthropy and capacity-building efforts. Caroline has an undergraduate degree from Randolph-Macon College and a Master of Public Administration degree, with a focus on Non-Profit Management, from Virginia Polytechnic Institute and State University.
Virginia Fundraising Consultants - Virginia Fundraising Consultants
Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years. As Founder and President of Virginia Fundraising Consultants, Virginia has crafted and implemented plans for dozens of successful fundraising campaigns that have regularly exceeded their goal. Virginia is a longstanding member of the Association of Fundraising Professionals, where she currently serves on the Board and as chair of the Ethics committee.What Do Middle Donors Really Want - A Landmark Study
Attend this important briefing on a landmark study of the attitudes and preferences of more than 5900 midlevel donors from 36 different organizations. The study has yielded critical information for fundraisers looking to recruit, retain and upgrade this loyal and generous donor group.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Mark Rovner, JD, PCC
Sea Change Strategies - Principal
Mark is founder and principal at Sea Change Strategies, a research, coaching and fundraising practice serving non-profits. In his best-selling book Tribes, Seth Godin called Mark a “fundraising heretic” and a leader in the field of non-profit communications. Mark describes himself as a fundraiser who cares more about the donors and the fundraisers than the money itself. Mark works primarily with mid-level fundraisers and has co-authored multiple studies on the state of mid-level fundraising, including the latest study of nearly 6,000 mid-level donors from 36 organizations. Mark is a certified coach and holds a Law degree from Georgetown University.Alia McKee, MA
Sea Change Strategies - Principal
Alia McKee is co-principal of Sea Change Strategies. She is a veteran fundraising strategist with strategic chops and practical “in the trenches” experience developing brand-perfect fundraising strategies and campaigns. Clients have included: Planned Parenthood Federation of America, Population Services International, Everytown for Gun Safety, MoveOn, National Audubon Society, among others. Alia is a noted speaker, author and blogger. Her work has been featured in Forbes, NPR and The Chronicle of Philanthropy. Alia earned her Masters in Public Affairs and an MSW from University of Texas at Austin.Fundraiser Burnout and Attrition - Are We Looking After Ourselves and Our Colleagues??
Who is investing in the lifetime value of committed fundraisers and how would we do this? We are tracking footprints of self-reflected fundraising leadership to lead people, inspire lives and carry the torch of great leadership by leading through humanity. Let's explore this together.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Daryl Upsall, MA, FCIoF
Daryl Upsall International - President
Founder and President of Daryl Upsall International based in Madrid, Daryl has 40 years working with over 240 non-profits in 80 countries. Known for his leadership and innovation; for pioneering digital fundraising and as a co-creator of face to face fundraising during the 1990s when leading Greenpeace International fundraising. Daryl has spoken at conferences in 34 countries and writes for the leading non-profit journals. He is a Fellow of the UK Chartered Institute of Fundraising and former Vice-Chair, the Association of Fundraising Professionals and a Masters Degree from Cambridge University.Changing the Narrative: Moving Toward Autonomy, Accountability, and Abundance in Fundraising
What stories do our relationships with funders and donors tell? This session will explore the potential for fundraising practices to create narratives of autonomy, accountability, and abundance that can help to reshape philanthropy in service of racial equity and economic justice goals.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Erika Pettersen, MA
Empowering Wealth Advisors as Allies in Charitable Giving
Discover the invaluable synergy between nonprofits and wealth advisors! Dive into our session to unlock the benefits of nurturing strong advisor relationships, seamlessly integrating charitable giving into financial plans. Explore how collaboration fosters trust, amplifies impact, and empowers both donors and communities.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Nicola Lawrence, CFRE, MA, CAP and Phild in process
Phoenix Children's - AVP, Philanthropic Advising
Nicola Lawrence is a highly regarded gift-planning specialist with over two decades of experience in the philanthropy field. She has a proven track record of turning around underperforming planned gift programs and creating tailored solutions. Nicola's transformative contributions have earned her several prestigious awards. Besides her professional work, she has volunteered as a foster parent and an advocate for the rights of foster and adoptive parents. Nicola also serves on the board of the National Association of Charitable Gift Planners and the Arizona Charitable Gift Planners, working to advance the profession nationally.
Phoenix Children's - Senior Marketing Strategist
With 14+ years in international education and nonprofit sectors, Justin excels in cross-cultural communication and data-driven strategies. Specializing in planned giving, he crafts sophisticated marketing campaigns for diverse donor segments. Justin holds a B.S. in Political Science and Women’s Studies from Western Michigan University and an MBA from the International School of Management. His passions include travel, craft beer, and social enterprises.Ethics Matter: More Than Your Momma Taught You
"Do the right thing at the right time". But the ethics pool can become murky in these underfunded and understaffed times. These 6 principles, based on Harvard Business School ethics research, will help you stay on the highest ethics course regardless of the challenges.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Alexis India Alm, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), CAP, CEC
Alexis Alm Advisors, LLC - CEO and Executive Coach
Ms. Alm is a highly regarded nonprofit professional with over 35 years of executive leadership experience. She has established successful, multi-million dollar major gift campaigns and is known as a planned giving guru for local, community-based organizations and an AFP Certified Master Trainer. Ms.Alm is highly credentialed and has earned graduate certificates in Leadership and Management from Harvard Business School, a Master's in Nonprofit Management, a Certified Executive Coach (CEC), a Chartered Advisor in Philanthropy (CAP), Certified Nonprofit Consultant (CNC), CFRE and is a Doctoral Candidate in Organizational Leadership at American College of Education.The Truth about Foundation Fundraising
You may be doing your foundation fundraising all wrong. Come learn how foundations really make decisions, how you can best use that to your advantage, and how to build a strong, scalable, foundation program that leads to big grants.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
The Osborne Group, Inc. - Principal
Robert is Principal of The Osborne Group, with 30 years of nonprofit experience. He speaks regularly nationally and internationally. Robert serves on the boards of the United Hospital Fund and US Squash, both in New York. He also serves on the International Advisory Board of the Czech Fundraising Center in Czech Republic, the International Advisory Board of the Impact Hub Belgrade in Serbia, and the Advisory Board of the Impact Hub Metropolitan in New York. He is a studio partner and co-founder of Studio X Ventures, a venture studio for social impact startups in the Western Balkans.
The Osborne Group - Senior Advisor
Laurel McCombs brings more than 20 years of experience in the non-profit sector and a passion for the role philanthropy can play in changing the world to her work as a consultant and trainer with The Osborne Group. Laurel is a well-known speaker presenting well-received workshops for national organizations, universities, as well as AFP ICON, CASE-NAIS, Nonprofit Association of Oregon, and AFP Congress. She works closely with clients on a variety of topics, including donor retention, development operations, planning, donor management, board development and more.How to Work with DAF Donors: Strategies from the Field
Struggling to maximize donor advised funds (DAFs)? We’ve got you covered! DAFs’ popularity is skyrocketing, making it increasingly important that fundraisers have high DAF IQs. You can seize DAF opportunities and navigate their challenges with new information and strategies presented by this AFP Levis Research Fund award-winning team!
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Genevieve Shaker, PhD
Indiana University Lilly Family School of Philanthropy - Donald A. Campbell Chair in Fundraising Leadership
Dr. Genevieve Shaker is the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy and a faculty member of The Fund Raising School. Two decades of fundraising experience inform her approach as a teacher, researcher, writer, and community member. She works to build resources for the fundraising profession and to help individuals and organizations achieve their philanthropic goals. Dr. Shaker is a member of the AFP Research Council and a recipient of the AFP Skystone Partners Prize for Research.Dan Heist, MA, PhD
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.Creating a Culture of Commitment Within Your Development Team
This session addresses the critical challenge of attracting, developing, and retaining top fundraising talent in the nonprofit sector. You'll gain insights and strategies for creating a supportive and engaging work culture that fosters long-term commitment and reduces turnover among fundraising professionals. This could be the best fundraising job ever!
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Tammy Zonker, AFP Certified Facilitator (formerly AFP Master Trainer), CFRM
Fundraising Transformed - Fundraising Strategist, AFP Master Trainer & Keynote Speaker
I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast. I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certi?ed AFP Facilitator and international keynote speaker. I’ve led and trained thousands of nonpro?t social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M. I currently serve as Dean at the Institute for Charitable Giving, Contributing writer to NonProfit PRO, and Senior Advisor at Capital Campaign Pro.It’s Time to Pay Attention to Gen X and Millennials
Soon, $53 trillion will be passed from Baby Boomers to Gen X and Millennials. How can non-profits begin preparing today for these younger generations of donors? In this insightful panel, learn from Gen X and Millennial philanthropy leaders how they are setting up their fundraising programs for success.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Hopkins School - Chief Advancement Officer
As the first Chief Advancement Officer at Hopkins School in New Haven, Connecticut, Tom Diascro oversees an extensive alumni and parent engagement, annual and leadership giving, major and principal giving, and stewardship and donor relations program. Prior to joining Hopkins School, Tom served as Director of Alumni & Parent Relations at Wesleyan University in Connecticut (his alma mater), where he also previously served as a Major Gift Officer. Tom brings to his advancement role a more than 15-year career in Professional Services marketing and communications. Tom received his B.A. from Wesleyan University and his M.A. from George Washington University.
Beth Interactive Inc. - Principal + CEO
Beth Hatcher is the Principal and CEO of Beth Interactive, a digital philanthropy and communications agency in Chicago. With 18 years of experience in online fundraising and healthcare marketing, she specializes in crafting customized fundraising and communications strategies for healthcare foundations, higher ed institutions and non-profits. A passionate storyteller, data nerd and accomplished presenter, Beth loves to bring best practices to her non-profit clients nationwide—with the goals of engaging donors and increasing giving through intelligent strategies, thoughtful implementation and full-service support. She received the 40 Under 40 Award from the Association of Healthcare Philanthropy in 2022.Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Born and raised in war-torn Bosnia, Dzenan’s humble beginnings were a stepping stone that shaped him into the professional he is today. A resident of a refugee camp and Germany for six years, he and his mother immigrated to the United States when he was nine years old. Dzenan currently has the honor of serving Avera as Chief Philanthropy Officer, and he has served and led teams to raise more than $600 million. Dzenan and his wife, Kelsey, reside in Sioux Falls, South Dakota. He is involved in the community, serving on several regional and international nonprofit boards and committees.
USA Triathlon Foundation - Chief Development Officer
Christi-Marie Butler is President and Chief Development Officer for USA Triathlon Foundation. She started her career in fundraising 20 years ago as a frontline fundraiser. “While I love philanthropic strategy and operations, talking to people who care about things that matter—and showing them how to help—is the core of how I can support the missions I serve,” Butler explained. From the Girl Scouts of Colorado to Colorado College; from Centura to Children’s Hospital to USA Triathlon, Christi-Marie and her teams have consistently secured the largest gifts for their department or organization. She trains actively for 10Ks, half marathons and triathlons.Managing the Avalanche: Prospect Research & Assignment for 2,000+ Prospects
A challenge for many development offices is conducting research on and making relationship management assignments when there are a surplus of prospects. In this session, we present a suite of processes for addressing this challenge can be adapted and replicated at other organizations.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Campbell & Company - Consultant
Cara Anderson Rosas joined Campbell & Company as an Operations Consultant after 20 years with the University of Florida Foundation and UF Health. During that time, she took on or supervised many roles in advancement operations, including prospect research, prospect management, gift processing, CRM training, data integrity, and analytics. At UF Health, she developed and managed the hospital’s grateful patient and concierge programs. Cara brings her expertise in development operations to the full range of Campbell & Company clients. She has a BA from Wesleyan University in History and an MA from University of Florida in African History.
Campbell & Company - Senior Consultant
Jon is a Senior Consultant on Campbell & Company's Strategic Information Services team, where he conducts analytics projects and fields surveys to generate actionable insights for nonprofit organizations and improve operations processes. Jon is a graduate of Ohio State University, where he received his PhD in Political Science. During graduate school, he wrote and fielded original surveys, conducted experiments, and used a wide array of statistical models to answer research questions related to polarization and democratic norms.
NewYork-Presbyterian Hospital - Research Manager
Cara Josephson serves as a Research Manager on the Research and Portfolio Management Team at NewYork-Presbyterian Hospital. In her role, Cara oversees the identification of new prospects, as well as in-depth research that furthers substantial relationships with supporters. Previously, Cara worked for JCCA as a Development Associate and worked in market research at various consumer insights and strategy consulting firms. Cara graduated with a BA in Communications and Digital Studies from the University of Wisconsin-Madison.Two Studies on the State of African American Philanthropy
Uncover the essence of African American philanthropy with Elsie L. Scott, Ph.D. and Dr. Emmett D. Carson. From boosting HBCU support to advocating for collective giving, delve into vital research and actionable strategies for societal equity. Join the dialogue shaping a more inclusive future through philanthropy.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Valdry Center for Philanthropy at Southern University - Former CEO, Silicon Valley Community Foundation and Minneapolis Foundation
A social innovator, Dr. Emmett D. Carson has helped create new institutions, programs and research in the pursuit of a more equitable society. He was the first COO of the Lucas Museum of Narrative Art, founding CEO of Silicon Valley Community Foundation, and CEO of The Minneapolis Foundation. He has authored seminal research on African American giving and philanthropy. His graduate and undergraduate degrees are from Princeton University and Morehouse College, respectively.
Howard University - Director, Ronald W. Walters Leadership & Public Policy Center
Elsie L. Scott, Ph.D. is the founding director of the Ronald W. Walters Leadership and Public Policy Center at Howard University. She has served as president and CEO of the Congressional Black Caucus Foundation, executive director of the National Organization of Black Law Enforcement Executives, in local government and college teaching positions. She has a Ph.D. from Atlanta University in political science.Alfred Harrell, III, CFRE, MBA
Southern University System Foundation - CEO
Alfred E. Harrell, III serves as CEO of the Southern University System Foundation (SUSF). The Southern University System is comprised of five campuses located in Baton Rouge, New Orleans, and Shreveport, Louisiana, and is the only Historically Black College and University -System (HBCU) in the nation. As CEO, he has activated programming and expanded the organizations capacity to serve the University and its surrounding communities through the creation of the Southern University Innovation Center for Business Opportunities and Entrepreneurship and the Valdry Center for Philanthropy — the first of its kind at an HBCU.How to Save Giving in 10 Easy Steps: A Blueprint for Philanthropic Transformation
Join philanthropic visionary Lisa Greer in a dynamic talk-show style session at AFP ICON hosted by Kassie Cosgrove. Discover practical strategies to revolutionize charitable giving, as Lisa shares insights, success stories, and interactive discussions. Don't miss this opportunity to transform your approach to philanthropy and make a lasting impact."
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Kassie Cosgrove, CFRE, MA
Loyola University New Orleans - Senior Development Officer
Kassie Kissinger Cosgrove is a passionate and energetic philanthropic matchmaker, committed to aligning donors’ values with mission-driven priorities. As Executive Director at The Root Agency, she helps organizations develop fundraising strategies and achieve sustainable success through people, tools, and process (PTP). With over 13 years of experience in major gifts and alumni engagement, Kassie specializes in building authentic donor relationships. A leader in the philanthropic community of southeast Louisiana, she serves in key roles with AFP. Her background includes development positions at Loyola University, Tulane, and the Jewish Federation of Greater New Orleans, along with certifications like CFRE and CFRM.
Lisa Greer - founder
Lisa Greer is a philanthropic advocate dedicated to reshaping charitable giving. Following her transformative journey into the 1%, Lisa and her husband were disillusioned by the impersonal norms of philanthropy. Determined to instigate change, Lisa channels her expertise as a businesswoman to empower nonprofits with sustainable fundraising strategies. Through her bestselling book "Philanthropy Revolution" and upcoming release "The Fundraiser’s Handbook," she guides organizations worldwide toward authentic donor relationships and long-term success. With a focus on revitalizing the sector, Lisa's mission is to foster a culture of transparency, engagement, and lasting impact in philanthropy.Presidents, Politics and Personalities: How to Engage Your Leadership in Fundraising - Whoever They
Development leaders from Foundations representing the legacies of Presidents Ronald Reagan and Bill Clinton will talk “Across the Aisle” to share their experience working with diverse leaders, boards, and philanthropic causes to maximize fundraising outcomes. They will discuss “founders syndrome,” board politics and dynamics, and working with/beyond an organization’s founder.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Krach Institute for Tech Diplomacy at Purdue - Chief Revenue Officer
Michelle Powers Keegan has served more than 25 years leading nonprofits in fundraising, board development, strategic planning, special events, and corporate sponsorships. She is currently the Chief Revenue Officer at the Krach Institute for Tech Diplomacy at Purdue. Career highlights include serving as CDO at the Ronald Reagan Presidential Foundation & Institute; the Center for Strategic and International Studies; and Ford’s Theatre - where she led three major capital campaigns. Prior to that she oversaw major gifts and institutional partnerships at Volunteers of America, and Special Events and Alumni Relations at NYU's Robert F. Wagner Graduate School of Public Service.