education sessions

More than 100 total educational sessions* are waiting for you at AFP ICON Virtual 2021. 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.

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

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Monday, June 28

11:15am - 12:30pm

How to Write a Compelling Case for Support

Nonprofits do a lot of good. They deliver services and fill needs not met by private industry. How do they SHOW the need for their services and express why delivering on the mission is critical to the community, so that they can secure appropriate funding? This session will show you!

Education Track
Securing the Gift
Speakers

Tracy Vanderneck

Photo of Tracy Vanderneck
Tracy Vanderneck, MSM, CFRE is president of Phil-Com Training and Consulting where she works with nonprofits on fundraising, board development, and strategic planning. She holds a Master of Science in Management with a concentration in Nonprofit Leadership, a graduate Certificate in Teaching & Learning, is an AFP Master Trainer, is a Personal Fundraising Coach with Network for Good, and writes columns for NonProfit PRO and AP Perspectives.

Monday, June 28

11:15am - 12:30pm

Bored / Board Engagement: 5 Tips to Take Your Board from Boring to Brilliant!

Do you long to have a fabulous Board where your members are engaged, serve as positive ambassadors for your organization, and embrace the voluntary title of “CFO”: Chief Fundraising Officer? This session provides you five tips to help your board perform at its optimal capacity and move your organization forward.

Education Track
Volunteer Involvement
Speakers

Jennifer Oyer

Photo of Jennifer Oyer
As Principal and Chief Joy Officer of Community Impact Advisors and 20 years of fund development, organizational, and strategic management experience in the social services, healthcare, and higher education sectors, Jennifer Oyer, CFRE partners with Non-Profit Organizations to transform their communities through innovation and collaboration. She recently served as Chief Development Officer at The Salvation Army – Hawaiian and Pacific Islands and led six Advisory Boards to embark in their first $75 Million Campaign.

Monday, June 28

11:15am - 12:30pm

Anatomy of a Nonprofit Website: Why Your Donors Aren’t Giving (More) Online

A growing number of donors are giving online, but there’s a chance your website is giving them reasons to reconsider. Why is your website confusing your current or potential donors? In this session, we'll explore what comprises successful nonprofit websites, from content to user flow to donation thank you pages.

Education Track
Relationship Building
Speakers

Rachel Clemens

Photo of Rachel Clemens
Rachel first built a career as a designer. Then, she built Creative Suitcase – her own strategic communications firm. For 11 years, Creative Suitcase helped organizations like United Way, Texas Restaurant Association, and others, increase revenue and awareness. In late 2016, Creative Suitcase merged with TradeMark Media, and became Mighty Citizen. As CMO, Rachel spends her days promoting Mighty Citizen's services and thought leadership. She is also a frequent speaker at local and national conferences.

Monday, June 28

11:15am - 12:30pm

2020 Fundraising Stats: Just the Facts on Fundraising Statistics

Learn about fundraising stats, presented by fundraising experts, that reveal the state of the fundraising union. Uncover donor acquisition and retention trends across the country, and learn how your organization compares with these must-have benchmarks. Learn about the impact the Global Pandemic had on the fundraising sector.

Education Track
Current and Prospective Donor Research
Speakers

Jim Greenfield

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

Benjamin Miller

Photo of Benjamin Miller
Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to apply data science in the non-profit sector. Ben Miller is the Chief Analytic Officer at DonorTrends, a division of EveryAction and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben also serves on AFP's Research Council and is the Chair of the working group for the Fundraising Effectiveness Project.

Nathan Dietz

Photo of Nathan Dietz
Nathan Dietz, Ph.D., is a senior researcher at the Do Good Institute in the School of Public Policy at the University of Maryland and a senior research associate in the Center on Nonprofits and Philanthropy at the Urban Institute. Dietz has served as the associate director for the National Center for Charitable Statistics (NCCS) and has led the Urban Institute’s participation in the nonprofit Growth in Giving Initiative.

Monday, June 28

11:15am - 12:30pm

Donor Data Analytics on a Budget

For-profit companies rely on mining their databases to increase profits and boost ROI. Why should it be different for nonprofits? Sure, most organizations can’t afford to dedicate a large budget to trendy data analytics tools. But, there are simple and cheap ways to get high-level analytics from your database.

Education Track
Securing the Gift
Speakers

Nejeed Kassam

Photo of Nejeed Kassam
Nejeed Kassam has spent 30 years working in the nonprofit sector and is proud to work every day to build stronger communities. Currently, Nejeed is the CEO and founder of Keela – an impact technology company dedicated to empowering nonprofits with accessible, powerful software. He is the former executive director of End Poverty Now and Conversations for Change. Nejeed sits on a number of corporate and nonprofit boards and has spoken at many international conferences.

Monday, June 28

11:15am - 12:30pm

5 Trends with the Power to Change Major Gifts Fundraising

Major gift fundraisers are laser-focused on donors—but sector-wide trends are changing the field as we know it. We will explore the big picture, bringing together nonprofit leaders to discuss the changing donor demographics, decline in broad-based giving, the impact of the events of the last year, the relentless emphasis on outcomes, and more.

Education Track
Securing the Gift
Speakers

Mary Nemerov

Photo of Mary Nemerov
Mary Nemerov is Chief Philanthropy Officer at the California Academy of Sciences. Prior to the Academy, Nemerov spent 13 years at the Sierra Club, where she served as their Chief Advancement Officer. Nemerov also spent time with the Trust for Public Land, working to support projects across New England. Nemerov serves as chair of the board of Environmental Leadership Professionals, a nonprofit dedicated to supporting visionary and diverse leadership at environmental and social change organizations.

Jatrice Martel Gaiter

Photo of Jatrice Martel Gaiter
Jatrice Martel Gaiter is Executive Vice President, External Affairs for Volunteers of America. Ms. Gaiter is passionate about the nonprofit sector’s strength and relevance, reflected in her work as immediate past board chair of the National Human Services Assembly. She is a frequent speaker on nonprofit management, strategy, public policy and social justice. Ms. Gaiter earned a bachelor’s degree from the University of Maryland and a Juris Doctorate from the Syracuse University College of Law.

Christina Yoon

Photo of Christina Yoon
As Vice President and Director, East Region for Campbell & Company, Christina uses her broad experience when advising nonprofits. She has experience as an independent consultant and MIT fundraiser. Christina serves on the IDEA Committee of AFP International and is a seasoned speaker. She holds a B.S. from Yale and a Ph.D. from MIT.

Joshua Else

Photo of Joshua Else
Joshua Else's career encompasses over 20 years of management, fundraising, consulting, and volunteer leadership. Prior to his current role, he was associate Dean for External Affairs at the Bloomberg School of Public Health. A Wake Forest University graduate, Else also earned an MBA from the University of Hawaii in Honolulu.

Monday, June 28

11:15am - 12:30pm

A Conversation on being an Equitable, Inclusive, Diverse Leader

 (Eligible for 1.25 ACFRE credits in Leadership or Management) To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!

Education Track
Leadership and Management
Speakers

Ana Luisa Ramirez

Photo of Ana Luisa Ramirez
Ana Luisa has served the non-profit sector for 21 years, she´s CEO of Gestión FIlantrópica, a mexican consulting firm, and has held various positions including the Director of fundraising at Ministry of Culture of the state, and the children´s museum. She´s an active member of AFP, served on the International Board, Co-founder of the AFP México Foundation, Past-President of her local chapter, and a master trainer,. Ana Luisa loves teaching at the Jesuit University ITESO

Meghan Cummings

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Meghan Cummings is the Executive Director of the Women’s Fund of the Greater Cincinnati Foundation. Her experience spans non-profit organizations, a corporate charity and a community foundation. She is passionate about addressing equity issues at a systems level. She serves on the board of Philanthropy Ohio and Queen City Certified.

Michael Baker

Photo of Michael Baker
Michael J. Baker, CFRE, is founder and partner of m3 Development, a full-service consulting firm. Michael has over 25-years of experience, is an AFP Master Trainer, serves on the Board of the Marlboro Educational Foundation, Ambassador for CFRE International, and the AFP U.S. Government Relations and Finance Committees. Michael served on the AFP Global Board, is Past-President of the AFP–NJ Chapter, has a BA from the University at Albany, SUNY, and’s an Eagle Scout.

Jason Huff

Photo of Jason Huff
Jason serves as VP of Development at Ronald McDonald House Charities of St. Louis and teaches graduate-level courses on fundraising and marketing at Washington University in St. Louis and Webster University. He is past president of AFP St. Louis, and has served on various committees for AFP International. He earned his distinction as an AFP Master Trainer in 2014 and was named to the inaugural class of the Association of Healthcare Philanthropy’s 40 Under 40.

Don Baker

Photo of Don Baker
For 20 years, Don has invested his time to serve people in and around Delaware. Before becoming CEO of FAME, Inc., Don built a reputation for tackling the root causes of social issues including hunger, poverty, social/racial justice, and education. Don received his formal training at Morehouse College as a Political Science Pre-law major. Don was one of the Delaware Valley’s first Standards for Excellence ® Licensed Consultants and AFP Certified Master Trainers.

Monday, June 28

11:15am - 12:30pm

Global Fundraising Challenges after the COVID-19 Pandemic

This session will consist of two segments: (1) presentation of the most up-to-date information on global philanthropic responses to the COVID-19 crisis based on results from numerous studies conducted by the presenters and (2) audience engagement to evaluate the role and impact of global philanthropy during the COVID-19 global pandemic.

Education Track
Current and Prospective Donor Research
Speakers

Cathie Carrigan

Photo of Cathie Carrigan
Cathie Carrigan is the Managing Director of International Programs at the Indiana University Lilly Family School of Philanthropy. She is also a doctoral candidate in the PhD program at the school. Cathie's research interests focus on philanthropic resource flows from the developing world to the developed world.

Xiao Han

Photo of Xiao Han
Xiao (Jimmy) Han has been with the IU Lilly Family School of Philanthropy as a research associate since 2015. He received his M.A. in Applied Economics from the University of Cincinnati and is currently a Ph.D. candidate in Economics at IUPUI. His major work at IU Lilly Family School of Philanthropy includes The Philanthropy Panel Study (PPS) and Generosity for Life. Xiao is an expert in the Philanthropy Panel Study data.

Sasha Zarins

Photo of Sasha Zarins
Sasha Zarins is pursuing her doctoral degree in philanthropic studies at the Indiana University Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis (IUPUI). In September 2014, she joined the School of Philanthropy as a research associate and has been with the research department as a project coordinator since February 2017. Working in the School of Philanthropy has enabled Sasha to combine her passions for research and philanthropy.

Una Osili

Photo of Una Osili
Una Osili is the director of research at the Indiana University Lilly Family School of Philanthropy and a professor of economics and philanthropic studies at Indiana University–Purdue University Indianapolis (IUPUI). Una leads the school’s research projects, including Giving USA and the Philanthropy Panel Study, and frequently speaks around the world on trends in philanthropy. She earned her B.A. in economics at Harvard University and her M.A. and Ph.D., both also in economics, at Northwestern University.

Monday, June 28

11:15am - 12:30pm

Active Listening, Moves Management and Making Assumptions - Oh My!

What does meaningful relationship building look like in real-time? Are you doing unto others as you would have them do unto you? And are you truly listening to your donors? Join us for a fast-paced, information-packed session on melding the art and science of relationship building for maximum fundraising success.

Education Track
Relationship Building
Speakers

Mike Delzotti

Photo of Mike Delzotti
Mike Delzotti, CFRE, FAHP is President & CEO of the University of Kentucky Markey Cancer Center Foundation. He serves on the AFP Global Board Executive Committee and is immediate past Chair of the National Association of Cancer Center Development Officers. Previously, Mike served as Senior Director of Philanthropic Resources at MD Anderson Cancer Center in Houston.

Martha H Schumacher

Photo of Martha H Schumacher
Martha H. Schumacher, CFRE, ACFRE, MInstF is President of Hazen and the Hazen Institute for Leadership Training. AFP Global Immediate Past Chair, she's an author and educator, social sector champion, C-suite executive coach, and emerging leader mentor. Martha has taught myriad courses around the world including Active Listening, Ambassador Training and the popular Major Gifts Master Class.

Monday, June 28

11:15am - 12:30pm

Virtual P2P is here to stay – best practices and creative examples

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” After a year of reassessing, pivoting, and reimagining peer-to-peer fundraising, two industry experts share why virtual P2P fundraising has earned a permanent spot in your fundraising portfolio. They’ll share best practices and the most creative virtual P2P examples to help you improve an existing campaign or create a new one. As virtual P2P becomes a mainstay, position your organization as a trailblazer by attending this session.

Education Track
Leadership and Management
Speakers

Jennifer Cobb
Jen Cobb is a 15-year veteran of the nonprofit industry, serving in P2P fundraising leadership roles at organizations such as Arthritis Foundation and AVON 39 The Walk to End Breast Cancer. Jen joined Blackbaud in 2017 is currently a Solutions Engineer supporting Blackbaud Peer-to-Peer Fundraising® powered by JustGiving®. Jen holds a Master’s degree in Nonprofit Management and Social Entrepreneurship from Georgia State University. Find her on LinkedIn.

Shana Masterson
Shana has been a fundraiser since 2001. Her unique skill set as both a peer-to-peer fundraiser and a technologist allows her to focus on maximizing peer to peer campaign revenue in relatable and innovative ways. Prior to joining Blackbaud, Shana led the American Diabetes Association’s online P2P fundraising and communication strategy. She also smashed P2P fundraising goals during her time with the National Brain Tumor Society, the American Cancer Society, and the Muscular Dystrophy Association.

Monday, June 28

1:20pm - 2:35pm

On the Road to Monthly Donor Success

In this interactive session you will learn the steps involved to implement a monthly donor program for your organization, using channels and systems you already have in place. Attendees receive a monthly donor roadmap to use as a tool, a monthly donor retention playbook, a monthly donor planner and more.

Education Track
Securing the Gift
Speakers

Harvey McKinnon

Photo of Harvey McKinnon
Harvey McKinnon is a seasoned trainer who has delivered fundraising keynotes at conferences from Australia to Norway. He has authored a number of books – three on monthly giving. He co-authored the #1 bestseller The Power of Giving, translated into eight languages. Harvey sits on a number of boards and has spoken at the AFP International conference more than 20 times.

Erica Waasdorp

Photo of Erica Waasdorp
Erica Waasdorp, President of A Direct Solution, author of “Monthly Giving. The Sleeping Giant”, AFP Master Trainer, presents in person and via webinars. She works with nonprofits throughout the US, as well as internationally, assisting with appeals and monthly giving acquisition, retention and upgrades.

Monday, June 28

1:20pm - 2:35pm

Plan, Commit, Succeed: Reimagine Your Fundraising Roadmap through an Effective Development Plan

Whether you're at a small development shop or at a large nonprofit, you've got to have a roadmap to guide fundraising activities. Learn how to create a development plan using a proven template; determine effective tactics for different revenue streams; and identify opportunities for increasing support via internal/external engagement.

Education Track
Leadership and Management
Speakers

Jennifer Broome

Photo of Jennifer Broome
Jennifer N. Broome, CFRE, currently serves as VP, Philanthropy at American Forests, a non-profit dedicated to protecting and restoring forests. Jennifer leads the development department, and raises funds from individuals, corporate and foundation partners. Jennifer is a past board member of AFP DC and served as Chapter President in 2017. She received her MA in Philanthropic Studies from Indiana University’s Lilly Family School of Philanthropy

Nadine Gabai-Botero

Photo of Nadine Gabai-Botero
For over 25 years, Nadine has shared her major gift and development expertise with clients and organizations advocating for change and building community. Currently, she is president of DC-based Focus Fundraising. Previously, Nadine led two capital campaigns for CulturalDC and managed fundraising at the Corcoran and Smithsonian. She was president of AFP's DC chapter in 2018. Originally from Lima, Peru, she earned degrees from GWU and the University of Florida, and speaks fluent Spanish.

Monday, June 28

1:20pm - 2:35pm

Moving from In-Person to Online: Virtual Events Now and in the Future

We’ve all had events postponed or canceled because of COVID-19. Let’s come together and learn about the world of virtual events. From strategy to execution, we will explore the key facets of events as well as their changing relevance. We will explore and learn about technology tools that can assist.

Education Track
Current and Prospective Donor Research
Speakers

Lynne Wester

Photo of Lynne Wester
Lynne believes that donor relations is the key to unlocking fundraising success and that organizations must be as dedicated to the donor experience as they are to the ask. She is featured in publications such as the Washington Post, the Chronicle of Philanthropy and has authored three books. Wester received her B.A. from South Carolina, holds a Masters in Strategic Fundraising and Philanthropy from BayPath, and proudly sports a Ducktorate from the Disney

Monday, June 28

1:20pm - 2:35pm

Hack the Mind: Using Psychology to Boost Your Fundraising

The mind is a trickster. But thanks to advances in psychology, fundraisers can make the brain’s habits work for them. We’ll explore our minds’ most surprising tendencies, biases, and shortcuts. Then we’ll dive into how to employ the brain’s habits to boost our donor base and fundraising numbers.

Education Track
Relationship Building
Speakers

Jarrett Way

Photo of Jarrett Way
While attending journalism school at the University of North Texas, Jarrett found himself at the intersection of communications and advocacy. His post-graduation endeavors took him to Memphis, Tennessee, where he spent four years diving into the world of content marketing and digital strategy. Grind City could only keep a Texan away for so long before Jarrett moved to Austin to tell the story of Mighty Citizen.

Monday, June 28

1:20pm - 2:35pm

Your Fundraising Personality: The Secret of Fundraising Career Fit You’ve Been Missing

Why not go deeper into our shadows & gifts to come up with a career path that fits our uniqueness? Goes beyond the usual myers briggs personality typing into deeper ways of knowing yourself. We will help fundraisers understand their own shadows, motivations, goals, and strengths.

Education Track
Leadership and Management
Speakers

Mazarine Treyz

Photo of Mazarine Treyz
Mazarine Treyz is the founder of WildWomanFundraising.com, with 50,000 monthly readers. Ms. Treyz co-founded a nonprofit and worked in fundraising roles for 10 years. She’s trained over 12,000 people from 2011-2017 and helped nonprofits raise millions more. She wrote The Wild Woman’s Guide to Fundraising, and the 5-star rated Get the Job! Your Fundraising Career Empowerment Guide. She specializes in fundraising careers, leadership, fundraising plans, direct mail, e-newsletters, and copy for online fundraising.

Monday, June 28

1:20pm - 2:35pm

What Really Makes Donors Happy? Uncover the Mysteries Behind Donor Motivation and Decision-Making

Do you assume that donors are driven by passion for your organization's mission? Explore surprising behavior research about top factors that influence giving decisions and donor motivation. You will get a toolkit with tips and strategies to help you positively influence donor behavior and keep donors connected to your organization.

Education Track
Relationship Building
Speakers

Polly Lagana

Photo of Polly Lagana
Polly is a behavioral scientist and experienced fundraiser who founded Community Spark Consulting to spark social impact through program development, research, and fundraising. She has two decades of experience creating successful fundraising campaigns and developing countless programs and partnerships for nonprofit organizations, universities and private companies in the USA and Europe. She has an MSc of Behavioral Science from The London School of Economics and has served on the boards of local and national organizations.

Monday, June 28

1:20pm - 2:35pm

Embracing the Power of Your Legacy Pipeline

Wondering how to move donors to leave a gift in their will? This interactive session will show you how simple it is to implement a 3-step pipeline to inspire donors to leave a legacy and how to design engaging and personalized donor journeys that excite and strengthen relationships with donors.

Education Track
Relationship Building
Speakers

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE, MInstF is the Global Legacy Manager at Greenpeace International where she oversees the organization’s global legacy strategy in 14 countries. She's also a Ph.D. candidate at the University of Kent, researching nonprofit management's attitudes towards national legacy marketing campaigns as a tool to change society’s behaviour towards gifts in wills. She's a sought-after & seasoned presenter around the globe and serves on the Rogare advisory board.

Monday, June 28

1:20pm - 2:35pm

Crowdfunding: You Reap What You Sow

You deliver an invaluable service to the community -- so why aren't you able to raise significant funds online? We have crowdfunding strategies to encourage your supporters and community to rally around your mission - even in challenging times, and we are going to share them with you!

Education Track
Securing the Gift
Speakers

Heidi Webb

Photo of Heidi Webb
More than 21 years ago, I began my career securing 8(a) minority status for government contract-seeking technology firms helping land these companies multi-million-dollar contracts with the Department of Education and the Department of Defense. I transitioned to the nonprofit world, and truly found my purpose. I’m the President of the Rotary Club of Rockville, the Chairperson of the Development Committee on the Board of the Center for Nonprofit Advancement, and advisor to the Unfunded List.

Monday, June 28

1:20pm - 2:35pm

Ethical Dilemmas in Crisis Fundraising: Calling All Reflective Practitioners

In the context of crisis fundraising, how do we do the right thing and do it now? Investigate multiple case studies, face multi-faceted challenges, and determine what you think is best and why. Receive multiple tools for ethical reflection. Participants from various sectors will benefit from this interactive presentation.

Education Track
Ethics, Accountability and Professionalism
Speakers

Kate Kiser

Photo of Kate Kiser
Kate Kiser serves the IU Health Foundation as the Director of Development Operations. She manages a statewide team: leveraging analytics for strategy development through actionable business intelligence. Kate led the data-driven integration strategy in the 2018 formation of IU Health Foundation, bringing together foundations across Indiana. Kate practices root problem identification and solution-finding in her daily work and believes that the most effective fundraising is a result of combining science and art.

Jessica Journey

Photo of Jessica Journey
Jessica Journey, MPA, CFRE serves the IU Health Foundation as the Director of Donor Experience. She manages a statewide team: annual fund, strategic events, stewardship, and donor relations. Jessica drives revenue production by creating meaningful donor experiences. She sets strategy and influences stakeholders for the overlapping constituencies of patients, team members, volunteers, prospects, and donors. Jessica believes that the best gifts protect and maximize both the donor’s intent and the organization’s mission.

Monday, June 28

1:20pm - 2:35pm

How to Create an IDEA Fellowship Program at Your Chapter and center BIPOC fundraisers in your community

Ever wondered why your chapter is so white? Not a member because you don’t see other BIPOC? Are you a leader hearing membership isn’t welcoming? Learn about Minnesota’s Fellowship exclusively for fundraisers of color and unpack the structures in your own chapter that can be shifted to center anti-racist values.

Education Track
Leadership and Management
Speakers

Cecelia Caspram
Cecelia Caspram, Founder/Principal of Mission Growth Partners, is a social worker who has helped nonprofits fundraise for a decade-plus – which amounts to millions of dollars collaboratively raised. She is a generalist with broad experience and expertise, having worked with both small and large organizations, always with an entrepreneurial mindset that seeks to maximize resources. Her MSW is from UW-Milwaukee and her BA in English is from the College of Saint Benedict/Saint John’s University.

Mina Kobayashi

Photo of Mina Kobayashi
Mina Kobayashi is the Development Manager at Genesys Works Twin Cities. She has worked in education and arts spaces locally as a fundraiser, and a board member. Mina was born and raised in New York City, attended college in Maine, and has called St. Paul home for five years.

Georgina Chinchilla Gonzalez
Georgina Chinchilla Gonzalez is the Grants and Institutional Support Manager at the Saint Paul Chamber Orchestra. With an undergraduate degree in Violin Performance and graduate degree in Musicology, her role at the SPCO combines her love of and experience with music and her interest in serving her community. Prior to joining the SPCO, she worked primarily as a youth work professional.

Sarah Staiger

Photo of Sarah Staiger
Sarah is the Director of Advancement for Beacon, an organization working to advance equitable housing in MN. She especially values the organizing and advocacy work happening within the Beacon collaborative and in the MSP community. Sarah holds a Master’s in Advocacy and Political Leadership (MAPL) and crafts relational fundraising strategy that engages people in social change. Sarah is the Chair of AFP-MN’s education committee.

Monday, June 28

1:20pm - 2:35pm

Triple Threat: Build Relationships with Corporations, Foundations and Nonprofits to Become a More Sustainable Organization

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” As a nonprofit organization, your mission is to make the world a better place. Many corporations, foundations, and even fellow nonprofits also have funding available to support organizations such as yours. Join our panelist of industry experts as they discuss how to build and grow relationships with corporations, foundations, and partner organizations to create a more sustainable and resilient organization.

Education Track
Relationship Building
Speakers

Melissa Whetzel
Melissa Whetzel helps healthcare organizations raise more money and grow their impact. As the content marketing manager for Blackbaud Healthcare Solutions, Melissa generates interest, tells stories, and serves healthcare organizations the information they need to make a difference. Prior to joining Blackbaud, Melissa spent 15 years managing all aspects of marketing and communications for nonprofit organizations and for-profit companies.

Leah Jones-Marcus
Leah is an experienced data and project management professional with a history of working in at-risk education and nonprofit administration. Her area of expertise is in synthesizing big, complex ideas into actionable plans, and leveraging data resources to inform strategies that advance organizational goals. She holds the Project Management Professional (PMP) and Certified FundRaising Executive (CFRE) credentials, and is recognized as part of a 2018 High Performer Team by the Association for Healthcare Philanthropy (AHP).

Melissa Britton
Melissa Britton is the Manager of Social Responsibility at Blackbaud, empowering employees as agents of good. She believes that volunteerism and philanthropic giving are essential to the wellbeing of any community and that everyone can play a part. She spent six years in municipal government serving the Latinx community and has dedicated seven years in the nonprofit sector engaging board members, donors, and volunteers through skilled-based service opportunities and grant-making.

Lindsay Cochrane
Lindsay Cochrane joined the Dunham Fund in early 2018. In her role as Program Director, Lindsay works to develop and sustain relationships with grantees, and partners with them in developing, implementing and evaluating grant strategies. She works with leaders in the community and throughout the state to build a system where all individuals have access to the services and support needed to live, work, and thrive in their community.

Paulette Burks
Paulette Burks is an experienced corporate social responsibility leader - from working for two national non-profits to serving as the Community Affairs & Philanthropy Specialist for a well-known bag brand, she is now continuing her servant leadership as the Sustainability Specialist at Alliance Data! As a dedicated community member, Paulette has served as the Marketing Co-Chair for the Columbus Urban League Young Professionals Board and currently serves on Lifeline of Ohio’s African American Advisory Council.

Alexis Fish
Alexis Fish brings over a decade of experience in the philanthropic sector to her role as a principal business analyst at Blackbaud. Her passion for helping clients drive impact by using meaningful data and her track record for success make her not only an industry expert but a client champion.

Monday, June 28

3:45pm - 5:00pm

Dementia, Philanthropy, and the Audit: What to know, what to have, and what to plan

(Eligible for 1.25 ACFRE credits in Leadership or Ethics) Don't risk litigation, loss of institutional reputation, and upset donors because you were not prepared for increased incidents of dementia among donors! Participate in a session that walks you through case studies and lessons learned that helped a community foundation, frontline fundraisers, and professional advisors become aware and fully prepared.

Education Track
Ethics, Accountability and Professionalism
Speakers

Lani McCollar

Photo of Lani McCollar
Lani A. McCollar, Associate Vice President at BWF, focuses on campaigns, board engagement, and fundraising assessments and strategies. She brings over 20 years of experience leading multiple nonprofits in Minneapolis/St. Paul, holds a B.B.A. with honors-University of Iowa, and an MBA in Nonprofit Management-University of St. Thomas. Some current clients include: The Bakken Museum, Summit Academy OIC, Wayzata Conservancy, Twin Cities Habitat for Humanity, Minnesota Children’s Museum Rochester, and Basilica of St. Mary.

Tara Adams

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Tara Adams is the Assistant Director of Advancement for the University of Illinois College of Law where she has served in alumni relations and development roles since 2017. Prior to this, Tara worked for the Judicial Education division of the Administrative Office of the Illinois Courts and for the Northwestern Pritzker School of Law. She received her JD at the University of Illinois in 2013, and her Ed.M. at the University of Illinois in 2020.

Robert Hofmann

Photo of Robert Hofmann
Robert Hofmann, M.A., CFRE, has worked for the University of Minnesota Duluth since 2007 as a senior development officer, raising more than $20M for student scholarships and programs. Before returning to his native Minnesota, Robert was appointed by Rhode Island Governor Donald Carcieri to the Rhode Island Economic Monitoring Collaborative, and as a member of the Rhode Island Workforce Development/Education Council of the Greater Providence Chamber of Commerce.

Monday, June 28

3:45pm - 5:00pm

Opening Hearts and Wallets - The Art of Successful Engagement

This session gives an overview of the neuropsychology involved in building and maintaining of relationships. Whether working with donors, committees, or guests at a gala - this session brings eye-opening insights into ways to turn stale interactions into meaningful and engaging experiences.

Education Track
Relationship Building
Speakers

AJ Steinberg

Photo of AJ Steinberg
Professional Event Planner and Engagement Strategist A.J. Steinberg, CFRE has produced over 100 events and raised millions of dollars for nonprofits. With her company Queen Bee Fundraising, she shares her 20+ years of experience, strategies, and insight with organizations through workshops, webinars and consulting.

Monday, June 28

3:45pm - 5:00pm

Playing Nice in the Sandbox: Introverts, Extroverts, and Collaboration

Whether extrovert or introvert, when we understand each other, we can work together better. For introverts, it can be exhausting in the workplace when we feel extroverted colleagues don’t understand us, but understanding works both ways. Let’s dispel the myths and learn how we can collaborate to support our mission.

Education Track
Leadership and Management
Speakers

Ann-Marie Meacham

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Ann-Marie, with more than 20 years of executive experience in the non-profit sector, has raised more than $20M for causes near and dear to her heart. She currently serves as Executive Director at Menlo-Atherton High School Foundation for the Future in Atherton, California. Ann-Marie also has a long history of volunteer management and is a past President of the Junior League of San Jose and the Silicon Valley Chapter of the Association of Fundraising Professionals.

Matthew Siegel

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Matthew Siegel has 20 years of experience in fundraising and has been the director of development for the College of Humanities and the Arts at San José State University since 2015. He is the president of the Silicon Valley Chapter of AFP. As a father to twin toddlers, he rarely gets time alone, but wouldn't have it any other way.

Vinney Arora

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Vinney Arora is the principal consultant at The Arora Collective, where he and his team help organizations realize their growth opportunities by increasing efficiency, visibility, and supporter engagement. He attends and hosts countless events and has built a tolerance for large groups although all he really wants is to be home alone in the dark.

Monday, June 28

3:45pm - 5:00pm

How Storytelling fuels Fundraising at the Houston SPCA

Driving donor retention and lifetime value is a growth imperative for most organizations. However many fundraisers struggle to create donor connection, particularly after that first gift. Discover how aligning Programs and Fundraising teams can create a cycle of storytelling that continuously deepens relationships by fulfilling audience needs.

Education Track
Current and Prospective Donor Research
Speakers

Jo Sullivan

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Jo Sullivan is a dynamic, results-driven Executive Director with a passion for leading processes to increase fundraising and grow community impact for leading nonprofit organizations. She maintains a proven track record of managing complex programs and projects while ensuring high-quality execution. Further, Jo has earned respect as an influential, forward-thinking leader and collaborator who guides team members in successfully realizing program objectives using strong interpersonal skills and keen problem-solving abilities.

Matthew Mielcarek

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Matthew Mielcarek serves as Vice President, Analytics & Insights Strategy at Pursuant. In his role, he works hand in hand with C-level nonprofit executives to unlock latent value in constituent and transaction data. He also engages with fundraisers to validate current strategies and identify untapped opportunities for growth.

Monday, June 28

3:45pm - 5:00pm

Be Prepared for Millennial Major Donors

Is your organization ready for the 30-70 trillion that will be transferred to millennials by 2030? Learn from candid interviews with 11 high net worth millennials. The session will cover generational shifts in communication, engagement, and expectations as well as real world stories of successful and failed philanthropic relationships

Education Track
Relationship Building
Speakers

Sarah Landman

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Sarah has served as a major gift officer and leader of two fundraising consulting firms. She currently serves as the senior vice president of NewsBank. Sarah holds an M.A. in Philanthropy and Development from Saint Mary's University of Minnesota and writes and speaks on the topic of Millennial Philanthropy at regional and national meetings and conferences. She lives in Naples, Florida and serves on the Board of Catholic Charities of Collier County.

Monday, June 28

3:45pm - 5:00pm

The New World Economy - Collaborating and Merging Nonprofits to Secure More Donor Dollars

(Eligible for 1.25 ACFRE credits in Management) The session helps nonprofit leaders whose organizations are struggling to continue serving their communities because of the down turn in the economy. It can them to create and implement strategies for greater service delivery and increase support from a broader range of donors.

Education Track
Leadership and Management
Speakers

Delphia Ridley

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Delphia York Ridley is a senior nonprofit executive with 30 years of expertise in using leadership skills and cutting edge fundraising and management strategies to successfully support organizations’ goals. A director of advancement and associate director of external affairs at the Smithsonian Institution, she led efforts to raise $250 million to build the African American museum. While at national Girl Scouts in NYC she helped merge 300 offices into 109 and maintained donors.

Monday, June 28

3:45pm - 5:00pm

Steering Through A Storm : How a Small Nonprofit Can Successfully Navigate a Crisis

The COVID-19 pandemic upended the globe, shuttering businesses and weakening nonprofits when they were needed the most. Find out how one small nonprofit successfully navigated the crisis and quadrupled annual individual donations in three months through messaging, media, technology, partnerships and digital storytelling without spending a dime.

Education Track
Securing the Gift
Speakers

Kohinoor Chakravarty

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Kohinoor Chakravarty has more than 18 years of nonprofit experience. During her tenure at Catholic Charities, she worked with individuals and families dealing with financial, social and emotional challenges. Most recently she was the Development Director at There With Care supporting families and children with long-term health issues and prior to that she was Development Director at Foundation For Excellence, a non-profit focused on higher education for underprivileged children.

Josh Selo

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Josh Selo is the Executive Director of West Valley Community Services. Josh has more than 18 years of experience in the nonprofit sector. He has worked as the Associate Executive Director at the Palo Alto Family YMCA, the Chief Operating Officer of the JCC in Rockland County. Josh has an MBA in Finance from Washington State University and a Masters Degree in Education from the William Davidson Graduate School of Education.

Monday, June 28

3:45pm - 5:00pm

Asking for Major Gifts NOW - What’s changed-What’s stayed the same - Your toolkit

Bring more joy to your givers by inspiring their major giving. Marcy Heim shares specific major giving techniques of non-profits successful before, during and after COVID - what's changed and what's the same. You will write her 3-sentence ask and leave with a clear action plan for increasing major-giving success.

Education Track
Securing the Gift
Speakers

Marcy Heim

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Marcy Heim, CFRE-CSP-PLCC-AFP Master Teacher lives to inspire generosity. Her entertaining presentations and coaching are based on 30 years of major gift relationship-building success. She's made multi-million asks, led a $1.8B campaign, and empowered scores to ask with her trademark 3-sentence Ask. Artful Asker Consulting specializes in major gift relationship management, staff retention, and inspired board engagement. Get her book or on her blog at marcyheim.com.

Monday, June 28

3:45pm - 5:00pm

Handling Objections: Turning Hesitation into Commitment

Reshape the way you see donor objections. When addressed strategically, objections can pave the way toward a successful ask. Together we will learn how to uncover donors’ hidden concerns, identify types of objections you might encounter, and explore strategies to overcome objections and deepen trust with your donor.

Education Track
Securing the Gift
Speakers

Tamika Franklin

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Tamika Franklin currently serves as Director of Development for The Preuss School UC San Diego. She leads fundraising efforts, alumni engagement, marketing and volunteer management. Previously she served as Director of Development for Physical Sciences at UC San Diego focused on major gift strategy. She has also served as the division’s Alumni Relations Director developing a comprehensive engagement program.