education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2024. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.
- Current & Prospective Donor Research
- Ethics, Accountability & Professionalism
- Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
- Leadership & Management (Sponsored by Lindauer Global)
- Relationship Building (Sponsored by GolfStatus)
- Securing the Gift Track (Sponsored by Mission CRM)
- Volunteer Involvement
Strategic
Sun, Apr 7, 2024
9:00am - 10:15am
Room 713 A/B
2022 Stewardship Survey Results: Sharing Best Practices
After this session you will: Understand the strategies used to ensure the success of donor stewardship programs in the wake of the COVID-19 pandemic. You’ll also be aware of the challenges faced by stewardship programs and what hasn't worked. And the most effective strategies and approaches by sector of activity.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
BNP GOLDIE Canada - Senior Vice President
George began his fundraising career in 1984 with an international consulting firm and joined The Goldie Company in 1996. In 2020, Goldie merged with BNP Philanthropic to form BNP Goldie Canada. George has a consistent record of developing innovative solutions to fundraising challenges, exceeding expectations and forging long-term relationships. He has conducted numerous studies and led scores of successful campaigns for a wide range of nonprofit organizations from coast to coast.
The WoodGreen Foundation - Executive Director
Teresa Vasilopoulos is a seasoned Fundraising Executive with a proven track record of stellar performance in the planning and execution of multi-million dollar campaigns. She was responsible for the facilitation of the ground-breaking $50M gift from Myron and Berna Garron, the largest gift in Canada to a community hospital, at its time. A thoughtful and genuine fundraising professional, Teresa is focused on providing meaningful and authentic donor experiences.Sun, Apr 7, 2024
9:00am - 10:15am
Room 716 A/B
Show Me the Money, Securing Lucrative Sponsorships
This session will help you identify what it takes to secure lucrative sponsorships through relationships and prospecting. Therefore, they can show you the money.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
William Bryant, MBA
Mobile Area Council, Boy Scouts of America - Scout Executive/CEO
William Bryant, Jr. is the Scout Executive/CEO Mobile Area Council, Boy Scouts of America. He is the immediate past Revenue and Membership Growth Coach for the National Office of the Boy Scouts of America. William is a Subject Matter Expert in Fund Development. William has served as a Field Director, Scout Reach Director, Finance Director and Senior Development Director. In his over 15 years of experience, William has raised more than $300 million.Sun, Apr 7, 2024
9:00am - 10:15am
Room 601 A/B
The Annual Global Review of Legal Developments & Court Decisions Impacting Fundraising and Philanthropy
I know. You’re wondering how this unique AFP-ICON annual session on recent global fundraising-related laws, rules, regulations, and court cases can be THE session not to miss. But it is. Changes in the law impact donors’ capacity to support our causes. You’ll leave with new ideas and creative fundraising strategies. Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Ted Sudol, JD
Bruce Tait Associates, Ltd. - Fundraising Counsel
Ted Sudol brings cross-disciplinary global perspectives to philanthropy and fundraising, shaped over 40 years as a practitioner, consultant, lawyer, executive, nonprofit entrepreneur in the voluntary, public, and private sectors. After a decade at Carter, Ted now serves as fundraising counsel for Bruce Tait Associates, Ltd. (Stirling, Scotland) and Athens Philanthropic (Georgia). Ted strives for creative but simple approaches for complex matters. A frequent AFP-ICON speaker, Ted is a graduate of Georgetown and Temple Law School.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 718 B
Sway the Doubters: Change the Narrative for Professional Fundraising
The Narrative has helped participants engage about our profession with board members, colleagues and yes, that relative at the dinner table. This session will arm you with the tools and information you need to help you better articulate the importance and relevance of your work to the public, the media, your boss, your board, to those pesky relatives who still haven't quite figured it out, and perhaps most importantly, your donors. Initiated by AFP Canada this session reflects learnings from prior trainings and current events.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Nancy Dossous, CFRE
Community Foundations Canada - Director, Partnerships
Nancy Perry Dossous, CFRE, stands on a decade of impactful non-profit experience, propelled by her dedication to cultivating relationships that drive inclusion and disrupt inequity. As the Director of Development at the McGill University Health Foundation in Montreal, Quebec, Nancy advocates for health equity. Her commitment extends to service on the Boards of the Welcome Collective and AFP Canada.Sarah Lyon, CFRE
Nova Scotia SPCA - Director, External Relations
Sarah was hired on the spot for her first fundraising role, her previous experience being Girl Guide cookies sales. She moved into senior leadership roles in both fundraising and communications. She loves to talk about the social impact sector and has authored articles, blog posts, and co-hosted podcasts about philanthropy.Scott Decksheimer, CFRE
Avista Philanthropy - Founder
Scott has been a leader in the non-profit field for more than 25 years. In 2022, he co-founded Avista Philanthropy, a sought-after firm for charities seeking specialized fundraising and leadership counsel. Over his career, Scott has consulted for and worked with over 85 organizations.Sun, Apr 7, 2024
10:45am - 12:00pm
Room 801 B
The Journey from 2 to 10 Million: Capital Campaigns and Identity
The Perley Health Foundation undertook – in a timespan of 3 years – a rebrand, a new vision for the organization and launched a $10 Million dollar Capital Campaign that dwarfs their typical annual $2 Million goal. Attend to hear the seven leadership learnings from a leader and executive coach.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Delphine Hasle, CFRE
Perley Health Foundation - Executive Director
Delphine Hasle is a motivated professional, adept and experienced in setting philanthropic strategies and performance measures from annual programs through to capital campaigns. As Executive Director of Perley Health, she has extensive experience with operational and financial management and reporting at the C-Suite and Boardroom levels. She is at her best when working as a conduit between the donor and the institution.Jenny Mitchell, CFRE, PhD, CEC
Chavender - Founder and CEO
Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell (CFRE, DMA), works closely with not-for-profit leaders to change the world - one mission at a time. Before completing her CFRE, Jenny trained as a classical musician and earned her Doctorate of Musical Arts. She brings her creative approach, her drive for excellence, and her passion for people to the world of not-for-profits.Sun, Apr 7, 2024
11:15am - 11:45am
Learning Lab 1
The Future of Fundraising Events: Raise More and Stress Less (Learning Lab) Presented by Bloomerang
Discover the future of fundraising events. Learn how Bloomerang + Qgiv can elevate your events, boost donations, and ease your event reporting. From dazzling auctions to dynamic peer-to-peer campaigns, we've got the tools you need to raise more and stress less.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Bloomerang - Senior Product Marketing Manager
Katie Gaston is a seasoned product marketing leader in product marketing management, renowned for her expertise in the nonprofit fundraising sector. Currently serving as the Senior Product Marketing Manager at Bloomerang, Katie focuses on developing and launching go-to-market initiatives to empower nonprofit fundraising professionals. Beyond her professional endeavors, Katie has demonstrated a deep commitment to serving the nonprofit community.Sun, Apr 7, 2024
12:00pm - 12:30pm
Learning Lab 2
Smart Giving: Streamlining Nonprofit CRM with Wealth Data and Relationship Dynamics (Learning Lab) Presented by Altrata
In this session, we will explore 'Smart Giving': a strategy that revolutionizes nonprofit fundraising by integrating wealth insights and relationship dynamics into CRM systems. We'll uncover how this approach enables more targeted, efficient, and personalized donor engagement. By the end, you'll understand how to leverage these insights to maximize fundraising efforts and build stronger, more fruitful relationships with potential donors. Let's dive into how you can transform your organization's approach to giving.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Altrata – WealthEngine, Wealth-X, and RelSci - Senior Director of Strategic Partnerships
As the Senior Director of Strategic Partnerships at Altrata, Maxwell Pamphile has dedicated over seven years to collaborating with nonprofit organizations. His role has involved partnering with more than 30 CRM companies, significantly enhancing fundraising workflows. Specializing in donor research, wealth insights, and relationship intelligence, Maxwell has developed a keen understanding of the nonprofit sector.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 718 A
Fundraising Effectiveness Project 2023 Review - Sector Trends and What To Do About Them
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 18th year of donor retention analysis. Results from more than 27,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Benjamin Miller, MS
Bonterra - SVP of Data Science and Analytics
Ben Miller is an entrepreneur drawing upon degrees in mathematics and systems engineering to advance applied data science in the non-profit sector. Ben Miller 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 serves on the Research Council for the AFP and is the Chair of the Fundraising Effectiveness Project.
Alice Ferris, ACFRE, CFRE, MBA, AFP Master Trainer
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, supporting small fundraising teams with development training, coaching, strategy, and implementation. For the last 30 years, she has worked extensively in fundraising for public media, rural healthcare, education, and science organizations. Alice thrives in finding creative solutions for the fundraising challenges of small organizations and teaching and training about practical and realistic tactics.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 602 A/B
She Leads: Navigating Leadership in Nonprofit and Beyond (Presented by Donor Perfect)
Join us for an in-depth exploration of the critical elements of leadership in the nonprofit sector, with a specific focus on empowering women to take on key leadership roles. This session provides a comprehensive framework for women leaders to navigate the complexities of leadership, including understanding key statistics and trends that impact the sector, identifying and articulating core values, building a strong personal brand, setting ambitious yet achievable goals, seeking out valuable mentorship opportunities, and embracing diverse perspectives and approaches to problem-solving. By honing these skills and capabilities, participants will be better equipped to unlock their full potential as leaders and drive meaningful change within their organizations and communities.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
DonorPerfect - President
Lauren Sheehan is President of SofterWare and has been with the company since 2008. Her and her teams have helped thousands of nonprofits achieve their goals and improve the efficiency of their operations through better, smarter use of technology. Lauren is active within her community and currently serves as a Vice President on the Board of Directors for Pennypack Farm and Education Center, a nonprofit organization located in Horsham PA.Mallory Erickson, MA
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework - the Power Partners Formula™? - Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals.Sun, Apr 7, 2024
4:00pm - 5:15pm
Room 714 A/B
AFP Government Advocacy in Canada
Nearly a quarter of Canadians expect to access charitable services to meet essential needs (Ipsos, Oct 2024). The importance of a thriving, productive charitable sector in our country has never been more important. Members of AFP in Canada play a crucial role to ensure the relationship with the Federal Government is effective and enables fundraising to thrive. Join this session to understand the current landscape, key issues and how you can join AFP to advocate for the charitable sector in Canada.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Tanya Rumble, CFRE, MPNL (MA)
Toronto Metropolitan University - Executive Director of Development, Faculty of Arts
Tanya Rumble, CFRE is a fundraising leader who has raised millions for some of Canada's largest charities. Tanya is passionate about IDEA; and power and privilege and how these intersect with philanthropy. Tanya holds an Honours BA in Political Science from McMaster, a Graduate Certificate in Marketing Communications at NYU, and Master Philanthropy Nonprofit Leadership from Carleton University; she is also a graduate of the AFP Inclusion and Philanthropy Fellowship, and DiverseCity Fellowship.Aaron Sanderson, ACFRE, CFRE
Kids Help Phone - SVP, Advancement & Chief Development Officer
Aaron Sanderson, CFRE, FAHP, ACFRE is an international award-winning fundraiser with over 16 years of experience at leading nonprofit organizations: War Child, SickKids Foundation, BC Children’s Hospital Foundation, Plan International and Kids Help Phone—where he currently serves as Chief Development Officer leading a historic $300M campaign for youth mental health.
Mon, Apr 8, 2024
8:00am - 9:15am
Room 718 A
No Nonsense Must-Haves for Major Giving Success NOW!
Whatever sector/size your organization is, this no-nonsense session spells out what you MUST have, DO and/or FIX to inspire MAJOR gifts. Takeaway how to prioritize key steps you CAN take, regardless of obstacles. Address your mindset, DEI priority, board engagement, asking and MORE to grow YOUR major giving success NOW.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Central Florida Community Arts - CEO
Terrance Hunter serves as the President of the AFP Central Florida Chapter as well as the CEO of Central Florida Community Arts. Throughout his career, he has worked in museums as well as in performing arts. He serves on numerous boards and has received multiple awards.Niki Chopra Richardson, CFRE, MBA
TOArts - Associate Director
Niki Richardson was born and raised in India and traveled the world with her parents before age 16. Niki earned her MBA from Pepperdine University in 2001 and has been a fundraiser ever since. She has helped raise revenue, resources, and awareness for nonprofits up and down the 101 corridor from Los Angeles to Santa Maria. She writes a food and travel blog. She is a certified yoga teacher, loves to journal and take naps.Marcy Heim, CFRE, AFP Master Trainer, CSP, PLCC
The Artful Asker - CEO
A 30-year major-giving expert, international consultant, and author, Marcy Heim, CEO, The Artful Asker, has inspired Leadership, Boards, and Fundraisers with mindset/method tools for multi-million-dollar, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” After 2 decades raising major gifts at UW-Madison and through a $1.8B campaign, she now consults all sizes/sector shops. AFP Master Trainer, CASE Crystal Apple recipient, Marcy’s high-energy sessions renew your zest for fundraising and life.Mon, Apr 8, 2024
8:00am - 9:15am
Room 718 B
Stepping Out to Fit In: How diverse consultants are reaching success on their own terms
Sometimes the best way to change the system is from the outside. From this panel you’ll hear from a diverse group of fundraisers who found more alignment, freedom, and success working as consultants. Understand how they incorporated their identities into their work to show up authentically as their whole selves.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Cindy Wagman, CFRE, MBA
The Good Partnership Inc. - The Good Partnership Inc.
Cindy Wagman is the President and Founder of The Good Partnership, home to the Fractional Fundraising Movement. Cindy became a Certified Fundraising Executive in 2009 and received her MBA from the Rotman School at the University of Toronto in 2013.She is the host of the top-rated The Small Nonprofit podcast, and best-selling author of Raise It! The Reluctant Fundraiser’s Guide to Raising Money Without Selling Your Soul.Emma Lewzey, CFRE
Blue Sky Philanthropy - CEO
Emma Lewzey is an award-winning fundraising expert with 25 years experience raising millions of dollars across the arts, education, health and human services sectors. She’s the founder and lead consultant at Blue Sky Philanthropy, where she works with nonprofits to increase their impact and exceed their fundraising goals by helping them raise more 5, 6 and 7-figure donations. Emma is an active leader, mentor, and proud member of the 2SLGBTQ+ community.
Rhea Wong - CEO
Rhea is a nonprofit fundraising expert specializing in major individual donors and establishing individual giving programs. She has raised millions in private philanthropy, mentored fundraising leaders, and received accolades such as the SmartCEO Brava Award and NY Nonprofit Media's 40 under 40. Rhea is based in Brooklyn, hosts the Nonprofit Lowdown podcast, authored the book Get that Money, Honey!, and dabbles in stand-up comedy.Mon, Apr 8, 2024
8:00am - 9:15am
Room 602 A/B
Let’s Get Critical: Rethinking Research & Evidence for the Sake of Better Practice
Research and evidence are a driving force in fundraising’s evolution…But what happens when the stuff of “best practice” is flawed or biased? In this session, you’ll gain a simple tool for critically evaluating and applying research so you can use it in service of your own better practice. Eligible for 1.25 ACFRE credits in Leadership and Management
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Nate Levin-Aspenson, MPA
Simone Labbance, MA
Impact Innovations - CEO & Fractional Fundraiser
Simone Labony Labbance is a Bengali American fundraiser, activist, and community builder. Her expertise is grounded in her MA in Philanthropy and Development from Saint Mary's University of MN. Currently, Simone works as the CEO and Fractional Fundraiser for Impact Innovations; she is a certified member of the Fractional Fundraiser Network. Simone has fundraised for a number of causes including BIPOC spaces, diaspora community wellness, anti-child sex trafficking, health equity, and academic medical research.Mon, Apr 8, 2024
8:00am - 9:15am
Room 714 A/B
In a Donor Experience, Everything is Love or Lost (Presented by Fundraise Up)
Everything (read: everything) contributes to donor loyalty or to losing them. Every single field, pixel, word, checkbox, payment method, or lack thereof is going to be a negative or positive contributor to the donor experience. Short-term gains are won by improving conversion rates through better digital experiences, while longer-term gains are earned through trust. In this session you'll learn how to see your donor experience from the other side. For donors, nonprofit teams, and beneficiaries of the mission you work so hard on; the impact is real and tangible.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Fundraise Up - Chief Partnerships Officer
Salvatore Salpietro is the Chief Community Officer of Fundraise Up, a technology company unlocking the world’s generosity potential by optimizing how people give. He also currently serves on the board of AsiaWild.org. Prior, he served as Director of Digital for Child Mind Institute, a nonprofit focused on children's mental health, and a technologist in academia.Mon, Apr 8, 2024
10:15am - 11:30am
Room 701A
De-Mystifying AI: Making sense of ChatGPT and Fundraising in the Age of AI
What do nonprofit leaders need to know about AI and how it’s re-shaping fundraising? What have we learned so far, and what's on the road ahead? Join me for a walkthrough of the big questions facing fundraising leaders after an exciting first year of fundraising with Artificial Intelligence (AI) innovation.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
George Irish, MA
Amnesty International Canada - Digital Strategist
George Irish is a seasoned digital fundraising strategist and technologist, with 25 years of experience advising nonprofits and charities in Canada, US, and globally. He currently leads digital strategy and fundraising innovation at Amnesty International Canada. As a fundraising data strategist and tech developer, he explores the potential of artificial intelligence (AI) tools, such as ChatGPT and machine learning, to revolutionize fundraising. George shares insights on the synergy between fundraising and AI at FundraisingwithAI.comMon, Apr 8, 2024
10:15am - 11:30am
Room 802 A/B
Engaging Stakeholders to Champion Philanthropy ( Presented by Advancement Resources)
Philanthropy is a powerful solution to many challenges and roadblocks in modern healthcare—but the case for philanthropy is complex, and many organizational stakeholders don’t understand it fully. In this session, panelists will present the case for investing in major gift fundraising and share real-world examples of how that information can be leveraged to recruit faculty, researchers, and others as champions who understand and are committed to the tremendous opportunity in healthcare philanthropy today.
Audience: Strategic
Speakers
Fred Hutchinson Cancer Center - Director of Philanthropic Gifts
Nick Peyton is a seasoned fundraiser, currently serving as the Director of Philanthropic Gifts at Fred Hutchinson Cancer Center. In this role, Nick is part of the fundraising team responsible for a $3B comprehensive campaign for Fred Hutch. With expertise in major gift fundraising, he has worked for and managed teams at organizations including the University of Washington, Pacific Science Center, Washington State Opportunity Scholarship, and Epiphany School.
Advancement Resources - Vice President of Strategic Partnerships
Caleb works closely with academic, healthcare, and nonprofit organizations to develop and execute a customized and strategic approach to deepen the culture of philanthropy within each organization while supporting long-term transformation. In addition, Caleb is part of the facilitation team that delivers professional education for healthcare, academic, and nonprofit organizations. Through these engagements, he is involved in many client-focused projects and is honored to serve these organizations in a variety of ways.
BC Children's Hospital Foundation - Philanthropy Officer
Cherie Spence has more then 15 years of experience working in healthcare philanthropy in various fundraising roles. Most recently as a Philanthropy Officer at BC Children’s Hospital Foundation. Cherie is passionate about building connection with hospital partners to elevate the mission to transform child health through excellence in philanthropy.Mon, Apr 8, 2024
10:15am - 11:30am
Room 801 A
The Future of Fundraising is Female: Fundraisers & Donors Explore
Philanthropy has long been dominated by men filling the role of bard chair, advancement leaders, and donors but recent years have seen a shift towards greater representation of women, gender non-binary, and gender non-conforming individuals.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Anna Schlia, M.Ed
University of Rochester - Ph.D Candidate
Frontline fundraiser, researcher of donor inclinations, and status quo breaker, Anna Schlia is an expert in philanthropy research, principal and major gifts, program building, and executive leadership coaching. Relentlessly inquisitive about nonprofit institutions and the donors who support them, Anna is an emerging philanthropy scholar. She is pursuing a Ph.D. at the University of Rochester studying philanthropy for higher education.Kassie Cosgrove, CFRE, MA
Loyola University New Orleans Law - Loyola University New Orleans Law
Kassie Kissinger Cosgrove has over 11 years of experience in major gift fundraising and philanthropy working in various roles including the Chief Development Officer at the Jewish Federation of Greater New Orleans and Director of Development for Tulane University and Ball State University. Kassie received her Certified Fundraising Executive (CFRE) accreditation in 2016 and Certified Fundraising Management certificate from Indiana University’s Lily School of Philanthropy.Mon, Apr 8, 2024
12:15pm - 12:45pm
Learning Lab 2
Creating a Community-Driven Fundraising Strategy - (Learning Lab) Presented by Classy
Giving happens where community thrives. The best fundraising comes as a result of deep, informed relationships when beneficiaries, fundraisers, and donors are part of a connected system surrounded by a cause. But in recent years, as the sector has moved to scale fundraising, that declaration of support has become transactional. The way people interact with and participate in community is changing and even peer-to-peer fundraising has become isolated rather than a cultivator of deep sustaining relationships. Join this discussion around how organizations can radically change their perception of community building and build the future of mobilized communities in service of empowered and invigorated fundraising.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Michelle Boggs, CFRE, MBA
Classy - Executive Nonprofit Industry Advisor
Michelle Boggs has more than 15 years’ experience in fund development, community partnerships, team and constituent building and strategy for nonprofit organizations. Michelle currently serves as the Executive Nonprofit Industry Advisor at Classy, an affiliate of GoFundMe and Public Benefit Corporation and giving platform that enables nonprofits to connect supporters with the causes they care about. In this role, Boggs provides deep and practical nonprofit industry expertise and perspective for Classy's go-to-market and sales activities.Mon, Apr 8, 2024
1:30pm - 2:45pm
Room 718 B
Using an Equity Lens to Create Gift Acceptance Policies
Gift acceptance policies are one of the foundational documents that help guide donor relationships. It is time to rethink gift acceptance policies and practices to examine how they can be an agent of change, and a tool for educating donors on your organization’s values which include equity, reconciliation, and diversity. Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Tanya Rumble, CFRE, MPNL (MA)
Toronto Metropolitan University - Executive Director of Development, Faculty of Arts
Tanya Rumble, CFRE is a fundraising leader who has raised millions for some of Canada's largest charities. Tanya is passionate about IDEA; and power and privilege and how these intersect with philanthropy. Tanya holds an Honours BA in Political Science from McMaster, a Graduate Certificate in Marketing Communications at NYU, and Master Philanthropy Nonprofit Leadership from Carleton University; she is also a graduate of the AFP Inclusion and Philanthropy Fellowship, and DiverseCity Fellowship.Ellen Doty, Master of Philanthropy and Non Profit Leadership (MPNL)
University of Alberta - Assistant Dean, Development, Faculty of Law, University of Alberta
Ellen Doty (she/her) is a settler living on Treaty 6 Territory in Edmonton. After touring full time as a jazz singer-songwriter for several years following her university studies, Ellen moved into programming in the arts, which then naturally led to fundraising. While she’d been grant writing and crowdfunding for her own music activities for many years, she’d never considered fundraising as a career path.
Rideau Hall Foundation - Business Title Director of Indigenous and Northern Relations
Bill Mintram is Métis, originally from Saskatchewan and now resides in Treaty 6 and homeland of the Métis in Edmonton. Bill holds a BEd through the Saskatchewan Urban Native Teacher Education Program and is currently a master's candidate in the Philanthropy and Nonprofit Leadership program at Carleton. Currently working as Director of Indigenous and Northern Relations with the Rideau Hall Foundation.Mon, Apr 8, 2024
1:45pm - 2:15pm
Learning Lab 1
Canadian Knowledge Hub for Giving and Volunteering (Learning Lab)
The data shows that trends in donor behaviour, volunteerism and the social purpose sector are rapidly changing. To adapt to these changes, it is paramount that practitioners and supporters of the sector embrace data-driven engagement. Data-driven insights lead to better decisions that drive effective volunteer involvement, fundraising, and better outcomes from essential programs, services and fund development strategies that meet evolving community needs. In this session, we introduce a formidable tool to harness the power of data-driven insights – the Canadian Knowledge Hub for Giving and Volunteering.
Audience: Strategic
Speakers
Mon, Apr 8, 2024
3:15pm - 3:45pm
Learning Lab 2
Unlocking Giving Potential: Navigating Market Sizes and Archetypes for Successful Fundraising in North America (Learning Lab) Presented by Altrata
This session will navigate the intricacies of North America's diverse market and donor profiles, offering strategic insights for effective fundraising for the wealthy. Explore the trends prevalent among the ultra-wealthy and learn how to leverage regional preferences. Join us to optimize your impact and ensure your organization thrives in the dynamic world of charitable giving.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Altrata – WealthEngine, Wealth-X, and RelSci - Senior Director, Head of Education and Healthcare
With over a decade in the non-profit sector, Matt Thompson is a passionate professional dedicated to serving universities and health systems. Currently at Altrata, a leader in Wealth Intelligence, Matt collaborates with a diverse range of non-profit clients using innovative solutions like RelSci, WealthEngine, and Wealth-X. His expertise lies in crafting tailored strategies to address the unique challenges faced by non-profits. Matt takes pride in witnessing the positive impact of his work on fundraising success.Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 602 A/B
Not Just CRM Data Anymore! Mega-trends for Non-technical Fundraising Leadership
Why does Amazon message "forgot to complete your checkout" but most non-profits do not? How can we better use our websites (and mobile apps) to build new donor relationships? These are two of the many questions we tackle in this session designed for non-technical fundraising leaders.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Canadian Cancer Society
Lina Mohamed currently oversees the Mass Marketing vertical at the Canadian Cancer Society. Lina has exercised leadership in navigating complex business challenges, lean budgets, limited resources, and ambiguity by implementing scalable net new strategies across the enterprise. Industry leaders such as the Canadian Marketing Association and Direct Mail Association have acknowledged Lina’s efforts in bringing vision and strategy to life and evolving traditional ideas that have been adopted by the non-profit market.
Fundraise Up - Chief Partnerships Officer
Salvatore Salpietro is the Chief Community Officer of Fundraise Up, a technology company unlocking the world’s generosity potential by optimizing how people give. He also currently serves on the board of AsiaWild.org. Prior, he served as Director of Digital for Child Mind Institute, a nonprofit focused on children's mental health, and a technologist in academia.Philip King, MBA, ePMT
Stephen Thomas Ltd (ST) - Director of Digital
Philip is currently the Director of Digital at ST. He works with national Canadian fundraising organizations to accelerate digital revenue. Philip started as VP eBusiness for United Way of Toronto in 1999 so has been helping fundraisers 'do digital' for over 25 years. He has an MBA from University of Toronto, and AB from Harvard College. He was CEO of Artez Interactive for over a decade. He loves talking about conversion funnels!Mon, Apr 8, 2024
3:45pm - 5:00pm
Room 716 A/B
How to engage your board in fundraising
Get your answers here! This session is for Senior Leaders (EDs, DoDs, Board): Ask your most important questions about how to engage your board in the fundraising process either through special projects or capital campaigns. Pick the minds of some of the most successful and knowledgeable leaders in
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Roger Ali, MBA, CFRE, CFRE, MBA, C. Dir (Chartered Director)
Skystone Partners - President & CEO
Liz has more than 20 years of experience working for and with nonprofits. She joined Skystone Partners in 2007 as a senior consultant, became managing partner in 2010, and president and CEO in 2013. Liz has volunteered with the Association of Fundraising Professionals (AFP) Greater Cincinnati Chapter where she was a founding member of the Ethics Committee, AFP International.Penelope Cagney, CFRE, MA, MFA
The Cagney Company - President and CEO
Penelope Cagney, MFA, MA, CFRE, President of The Cagney Company, edited “Global Best Practices for CSO, NGO and Other Nonprofit Boards”; co-edited the 2015 Skystone Partners Research Prize winner “Global Fundraising: How the World is Changing the Rules of Philanthropy”; and authored “Nonprofit Consulting Essentials: What Every Nonprofit and Consultant Needs to Know”. Penelope serves on the board of the AFP Global US Foundation for Philanthropy and previously on the AFP Global Association Board.Tue, Apr 9, 2024
8:00am - 9:15am
Room 701B
Measuring Major Gifts Success: The Top 10 Metrics That Matter
Are you struggling to determine what metrics are best for your major gifts program? Is everyone on the same page about which benchmarks you’re using and why? Attend this fast-paced session for a rousing, interactive discussion (and debate!) about effective metrics application and how to measure success at your organization.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham is the VP, Individual Giving at Conservation International. She oversees more than $60M in revenue through the annual, major, and principal giving teams, and led CI's Special Events program and their global Business Councils. In addition to her CI experience, Julie led the National MS Society's Major and Planned giving teams and has an MPA in Nonprofit Management. She is a mom of three, AFP-DC Board member, and an avid triathlete.Martha H Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - Hazen and HILT
Martha H. Schumacher is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Her current and recent clients include Emory University, Conservation International, Campaign for Tobacco-Free Kids, and National Geographic Society. Martha is a past AFP Global Chair. She lives with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Tue, Apr 9, 2024
8:00am - 9:15am
Room 714 A/B
Development and Communications Teams Working Together: How to Get Along and Get On With It
This session courageously explores this age-old friction, including research results on what Fundraising and Communications teams face in trying to working together collaboratively. We present common tensions and creative solutions on how teams can build stronger collaborative processes and relationships -- without sacrificing each of their important missions.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Misty McLaughlin, MA
Cause Craft Consulting - Principal and Founder
Misty McLaughlin is Principal of Cause Craft, a small-scale, high-impact organizational design firm that helps nonprofits to build up their capacity for fundraising and marketing. Equal parts nonprofit expert, organizational development strategist, and supporter-engagement maven, she helps fundraisers navigate critical times of change. Her expertise spans assessing opportunities for an organization to grow and scale, creating strategic and tactical roadmaps to get there, and supporting the process of implementing the necessary change.
Cause Craft Consulting - Principal and Founder
Alice Hendricks is Principal of Cause Craft, a small-scale, high-impact organizational design firm that helps nonprofits to build up their capacity for fundraising and marketing. She has provided executive coaching, organization development, process design, technology readiness and staffing strategy to leaders across the sector. Her particular gift involves identifying the wisdom within nonprofits and offering a holistic approach to making organizational change, and her mission is to help organizations thrive in a digital world.Tue, Apr 9, 2024
8:00am - 9:15am
Room 802 A/B
Turn data into dollars: How insights and technology together can deliver major giving wins for fundraisers (Presented by Bonterra)
When it comes to major giving, you need a way to do more with less and we have a solution. Bonterra and Altrata will take you through best practices for leveraging data and technology to make a bigger impact. Improve campaign engagement. Never miss an opportunity. Make the most of every conversation.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Eric White, MA
Altrata - Director, Account Manager – Advocacy
Eric White, a seasoned leader at the intersection of analytics, data, and nonprofit consultancy, embodies the ethos that "the magic is in the data." With over a decade of experience, Eric has excelled in roles such as Principal Senior Consultant and Director of Client Engagement, where he has orchestrated evidence-based strategies for advancement and marketing initiatives. His expertise spans from pioneering data-driven feasibility studies and capital campaigns.Garrett Swaim, MBA
Bonterra - Account Executive - Large Enterprise Sales
Garrett works with some of Bonterra’s largest nonprofit customers in the evaluation and implementation of their Enterprise Fundraising & Engagement solutions. Garrett has a diverse background working with 501(c)(3) and 501(c)(4) nonprofits, as well as independent, family, and community foundations.Tue, Apr 9, 2024
8:00am - 9:15am
Room 801 B
Not ANOTHER AI session!? The Unexpected Applications of AI (Presented by Fundraise Up)
Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to unlock AI's potential in nonprofit fundraising.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Fundraise Up - Director of Solution Engineering
Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to
Fundraise Up - Specialist, Digital Giving
Charly Jarrett (he/she/they/them) is a Digital Fundraising Specialist with a focus in social media, e-commerce and digital giving optimization. Charly has been working in non-profit going on 15 years and works passionately to close the gaps between the for profit and non profit sector. They have presented on various topics in digital fundraising internationally.Tue, Apr 9, 2024
9:15am - 9:45am
Learning Lab 1
Fundraising Reimagined: 5 Innovative Tools to Skyrocket Donor Acquisition (Learning Lab) Presented by Bloomerang
Discover the power of 5 cutting-edge tools that are transforming the landscape of donor acquisition and fundraising. Learn how to use AI and new payment methods to target the right donors and boost your donation conversion. Leverage peer-to-peer and integrated volunteer management to grow your network and nurture your biggest supporters. Join us to elevate your 2024 fundraising game with the latest innovations
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Bloomerang - Senior Product Marketing Manager
Katie Gaston is a seasoned product marketing leader in product marketing management, renowned for her expertise in the nonprofit fundraising sector. Currently serving as the Senior Product Marketing Manager at Bloomerang, Katie focuses on developing and launching go-to-market initiatives to empower nonprofit fundraising professionals. Beyond her professional endeavors, Katie has demonstrated a deep commitment to serving the nonprofit community.Tue, Apr 9, 2024
10:15am - 11:30am
Room 717 A/B
Brand Your Capital Campaign for Success
Boost your next capital or comprehensive campaign by strategically branding that initiative. In this session, you will learn why branding a campaign is important, how it can enhance your organization's visibility and reputation, and what the four key milestones of campaign branding are and how to reach them.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Lori Woehrle, MBA
Leapfrog Group - Editorial Director
Lori Woehrle, immediate past president of AFP-DC, is a branding expert who lives at the intersection of marketing and fundraising. She has helped nonprofits in healthcare, education, culture and human services raise their visibility and increase engagement through strategic branding, marketing and communications. She serves as editorial director of Leapfrog Group and is writing a book on marketing for fundraising.Tue, Apr 9, 2024
10:15am - 11:30am
Room 801 B
Empowering Change: Engaging Black Communities and Donors in Fundraising
In today's dynamic philanthropic landscape, the importance of engaging and empowering Black, Indigenous and people of color ( BIPOC) communities and donors cannot be overstated. Many nonprofit organizations have faced challenges in actively engaging Black donors in the United States for various reasons — historical context, lack of diverse representation, limited awareness and outreach, and cultural sensitivity, to name a few. Habitat has recognized these challenges and is actively working to address them. In this session, you will gain insight into housing disparities affecting Black communities, discover innovative philanthropic strategies, and leverage cultural competency to amplify Black voices. Join us as we delve into the important and timely topic of engaging Black donors in fundraising at HFHI, which can empower Black donors as agents of change and create a more equitable future for all.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Danielle Lloyd, MPP, MDIV
Habitat for Humanity International - Director, Resource Development Expertise Hub
Danielle is an Atlanta-based community engagement professional who is passionate about effective communication and helping others reach their full potential. She started working with children, seniors, and families as an AmeriCorps member before joining Habitat. Her trajectory into the nonprofit sector has leveraged her skills to utilize emotional intelligence for strategic impact: planning for success and serving with compassion are so important.Jodie Ruediger, CFRE
Habitat for Humanity International - Habitat for Humanity International
Jodie has worked in the space of fundraising, events, and communications for more than twenty years, honing her craft in the corporate, nonprofit, and military sectors. Her specialties are Peer-to-Peer, corporate sponsorship, and development coaching and training. She is a CFRE and serves on 2 IDEA committees at AFP Global. She currently works for Habitat for Humanity International in Resource Development, creating, curating, and connecting best fundraising practices for the organizations 1,000 U.S. affiliate offices.Tue, Apr 9, 2024
10:15am - 11:30am
Room 715 A/B
Trust, Impact, and Communications to Overcome Donor Skepticism and Increase Fundraising Results
This session will help participants demonstrate trustworthiness and program results and provide accountable communications to support fundraising efforts by presenting seven steps to assure ethics are meaningful, eight disciplines to ensure programs achieve good results, and a communications strategy that highlights responsibility and accountability, thereby increasing funding and program impact. Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Ann Wang, MA
Ken Phillips, MA, 2nd MA
NGO Futures LLC - NGO consultant, mentor, author
As fundraiser, CEO, board chair, volunteer, trainer, and consultant, Ken achieved breakthrough success for nonprofits for 60 years. His fundraising tripled revenues for Save the Children and Plan International USA. His consulting helped thousands of fundraisers and executives in 35 countries. His books on "Make a Better World" describe leadership and fundraising fundamentals, strategic and operational planning, strategies for fundraising, and how to gain trust and respect from donors. Degrees from Princeton, Michigan, and NYU.Tue, Apr 9, 2024
10:15am - 11:30am
Room 602 A/B
Building a Sustainable Fundraising Plan: A Research-backed Guide to Healthy Fundraising (Presented by Qgiv)
With rising costs, the Great Resignation, and donor numbers declining, nonprofit leaders face increased pressure to keep their teams motivated to raise more money with even fewer resources. What can be done to address these challenges? Qgiv’s Sustainable Giving Report sought to answer that question! Join us to learn how you promote wellness and job satisfaction within your organization and ultimately improve staff retention, donor relations, and revenue.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Qgiv - Public Relations and Communications Manager
Melaina’s experience working on successful fundraising teams and political campaigns gives her a unique outlook on how to approach diverse audiences. Before joining Qgiv, she served as the Director of Annual Giving for Florida Southern College, leading several successful giving days including the College’s most successful giving day on record. Now as Qgiv’s Public Relations and Communications Manager, Melaina stays busy collaborating on multi-channel marketing campaigns and developing content for the company’s nonprofit audience.Mallory Erickson, MA
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework - the Power Partners Formula™? - Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals.Emily Bell, MPIA, MSW
Cherian Koshy, CFRE
Kindsight (iWave+ UCinnovation + NOS) - VP of Product Strategy- Kindsight (formerly iWave).
Cherian Koshy, VP of Product Strategy at iWave, is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), and AFP Master Trainer. He is the founder of the Nonprofit Operating System (now an iWave product), a comprehensive platform designed to help organizations streamline their operations and maximize their impact. Prior to starting NonprofitOS, Cherian spent more twenty five years working in the nonprofit sector, working with thousands of donors and raising millionsTue, Apr 9, 2024
10:15am - 11:30am
Room 716 A/B
Dare to Lead: Becoming a volunteer leader for AFP
Becoming an AFP volunteer leader is an important and decisive step in your fundraising career. And it is much more than just your time, your energy, and your ideas. Join us as we share our leadership journey and (hopefully) inspire you on yours.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Vincent Duckworth, CFRE, AFP Master Trainer
