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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Wednesday, June 30

10:25am - 11:40am

DEI Data Guide: How to ethically collect, store, and use identity information

(Session Run Time 37-minutes) (Eligible for 1.25 ACFRE credits in Management or Ethics) Diversity, Equity, and Inclusion (DEI) data is complex and sensitive. This presentation will discuss ethical ways of collecting, storing, and using DEI data, so you can feel comfortable and confident with the data. Members of Apra’s Ethics Committee have a live Q&A to answer questions and drill into the complexities.

Education Track
Ethics, Accountability and Professionalism
Speakers

Megan Horton

Photo of Megan Horton
Megan has been with UC San Diego Advancement since 2015. She works with fundraisers across the university, and specializes in CFR research and portfolio management. Previously, she worked in Washington, DC and El Salvador where she worked in social justice. Megan serves as Chair of Apra’s Ethics and Compliance Committee. She has a BA in International Affairs from George Washington University and an MA in Latin American Studies from UC San Diego.

Lori Hood Lawson

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Lori, VP, Advancement Insights, UC Innovation, has spent over 20 years helping the fundraising sector harness the power of actionable data. Lori began her career at Florida State University Foundation. She then joined Prospect Information Network (P!N) and transitioned its flagship product, ProfileBuilder, to a SaaS CRM solution post acquisition by Kintera. She is a co-founder of WorkingPhilanthropy.com and the editor of Big Good: Philanthropy in the Age of Big Data & Cognitive Computing.

Erin Osborn

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Erin Osborn is the Prospect Development Director at Children’s Hospital Colorado Foundation. She started at the Foundation in 1997, working as a coordinator in a variety of departments, including planned giving, major gifts and special events. Erin has worked in prospect research since 2001. She is a past president of APRA-Rocky Mountains, Erin has presented for APRA, APRA-Rocky Mountains, AFP Colorado, AHP Rockies & Southwest, Community Shares of Colorado and the Aspen Development Group.

Wednesday, June 30

10:25am - 11:40am

Fundraising Innovations for 2021 End Of Year Fundraising

(Session Run Time 43-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Nonprofits are facing challenges with traditional ways of Fundraising alongside rising demand for their services. In 2020, we learned how important digital was to our mission, and in the 2021 Giving Season we will face a new set of challenges and opportunities in how we Fundraise. This year, we want to focus on trying new things, the success of which was evident during 2020, and thinking of community “moments.”

Education Track
Securing the Gift
Speakers

Piper Sullivan

Photo of Piper Sullivan
Piper Sullivan is a Product Marketing Manager for Fundraising at Salesforce.org. She is passionate about helping nonprofits embrace technology as a way to connect with supporters in meaningful ways. Prior to Salesforce.org, Piper helped The Salvation Army modernize their fundraising philosophy and tools after having gained key marketing insights and a user experience focus at Apple. Her background has been in entertainment, marketing, and tech for over a decade.

Wednesday, June 30

10:25am - 11:40am

Strengthening your Mental Fitness to Manage Stress and Thrive in Uncertain Times

(Session Run Time 68-minutes) Join your peers in an exploration of mental fitness and how it can transform your personal and professional life. In this session, participants will be introduced to tools and resources to improve their mental fitness and develop their own mental “workout” plan to alleviate burn-out, distraction, and loss of productivity.

Education Track
Leadership and Management
Speakers

Traci Weller

Photo of Traci Weller
Traci Weller has 28 years of nonprofit experience spanning annual and major gift fundraising; corporate and foundation relations, event planning, planned giving and non-profit management. She is a member of AFP, is a Certified Fundraising Executive (CFRE), and a Paul Harris Fellow. In 2015, she earned the designation as a Certified Specialist in Planned Giving, and in 2019, was recognized as Montana’s Outstanding Fundraising Professional by the AFP Montana Chapter and the MT Nonprofit Association.

Melissa Dulin

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Wednesday, June 30

10:25am - 11:40am

How to Ensure a Smooth Executive Transition for Your Nonprofit

(Session Run Time 70-minutes) Did you know that only 27% of nonprofits have a succession plan in place? Whether a transition occurs due to an unexpected vacancy or an anticipated transition of a long-tenured leader, this session will help your nonprofit weather the inevitable challenges of leadership transition.

Education Track
Leadership and Management
Speakers

Michelle Turman

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Michelle Turman, M.A., CFRE is the CEO of Catalyst Consulting Services whose mission is to facilitate positive change in the areas of executive searches, governance and fundraising coaching, organizational management, and strategic planning. Turman has over 27 years of nonprofit experience and has raised over $72 million for the Tampa Bay community through her professional and personal philanthropic efforts.

Wednesday, June 30

10:25am - 11:40am

Compassion, Creativity, and Courage: How One Foundation Responded to the Pandemic and Thrived

(Session Run Time 71-minutes) Learn how a hospital foundation moved boldly, while with compassion, to achieve short and long-term results. A courageous, donor-centered, practice-based response strategy was quickly designed and creatively applied to raise crisis funds, strengthen positioning for a capital campaign, expand the donorbase, hardwire multichannel outreach, and strengthen the culture of philanthropy.

Education Track
Securing the Gift
Speakers

Cory Davies

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Cory Davies is the RMH Foundation’s Executive Director where he has worked for 12 years. A recipient of last year’s Association for Healthcare Philanthropy’s Top 40 under 40 Award, Cory's prior work includes: adjunct faculty at James Madison University; outreach coordinator at the Collins Center (Harrisonburg, VA); and associate at M+R Strategic Services (DC). When he’s not working he’s committed to learn to surf before he turns 40. Time is ticking fast on that goal.

Ann Thompson-Haas

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Ann Thompson-Haas, MA, MBA, FAHP is Senior Consultant with Larkwood Consulting. Her greatest passion is helping fundraising and nonprofit professionals succeed. Previous positions include Vice President Development for St. Joseph Health and CEO of the Motion Picture and Television Fund Foundation. Ann is a fellow of the Association for Healthcare Philanthropy, former faculty for the Institute for Healthcare Philanthropy and Fundraising Institute of Australia, an award-winning writer, and winner of the Si Seymore Award.

Wednesday, June 30

10:25am - 11:40am

The Giving Brain: The Art and Science of Legacy Giving

(Session Run Time 73-minutes) Thanks to brain imaging technology and the explosion of neuroscience, we know eight times more about how the human brain actually works than we did just 30 years ago. And you know what? A lot of planned giving best practice runs contrary to how donors actually think, feel and decide.

Education Track
Securing the Gift
Speakers

Holly Wagg

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Holly Wagg is Managing Partner at Good Works. She’s the co-author of You Can’t Take It With You: The Art and Science of Legacy Fundraising (the 2nd edition of Iceberg Philanthropy), the go-to book on planned giving that shows how ordinary donors make extraordinary gifts to charity in their wills. Through her legacy, digital and direct mail fundraising, she’s worked with clients like WWF-Canada, Kids Help Phone, Ontario SPCA and SOS Children’s Villages.

Wednesday, June 30

10:25am - 11:40am

Why "Thank You" Isn’t Enough and How Better Thank Yous Get You Bigger Gifts

(Session Run Time 75-minutes) Donors are done with the shoddy and perfunctory thank yous they receive for giving. What if putting more effort into thanking would increase the likelihood and amount of the next gift and skyrocket donor retention? Bigger donations aren't just about how you ask – they're about how you thank, too.

Education Track
Relationship Building
Speakers

Beth Ann Locke

Photo of Beth Ann Locke
Beth Ann has been a fundraiser at the nexus of donors, nonprofits, and change for 20+ years in the US and Canada. She's a donor champion and change-maker who has raised over $65 million in large and small shops. Collaboration, focus, and building donor relationships are her keys to success. She coaches ambitious fundraisers and nimble nonprofits to successfully raise more money by understanding the art of fundraising and developing creative plans using proven strategies.

Shanon Doolittle

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Shanon Doolittle is a Seattle-based fundraising coach who helps fundraisers develop better donor stewardship habits. A fundraiser for over 15 years, Shanon has helped raise tens of millions of dollars for nonprofits of all sizes. She is also a founder and co-producer of the Nonprofit Storytelling Conference, a guest lecturer on fundraising in the nonprofit management programs at the University of Washington and Seattle University, and a frequent speaker at conferences live and virtual worldwide.

Wednesday, June 30

10:25am - 11:40am

Cultivating Family Business Owners and Their Families to Secure Multigenerational Support for Your Organization

(Session Run Time 75-minutes) Many of our donors are owners of multigenerational family businesses. We tend to develop donor relationships one generation at a time while family business owners are working across generations to foster a culture of giving. Learn how you can develop family business donors for multiple lifetimes of support.

Education Track
Relationship Building
Speakers

Sandra McNeely

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Sandra McNeely is co-owner of Abbey Group providing a full range of development services to nonprofit clients. Her focus is on succession planning, family business philanthropic giving and board development. Sandra serves as AFP South Dakota President and Abbey Group has membership in AFP Southeastern Wisconsin and AFP FL, Suncoast. She serves as treasurer for Family Firm Institute, the international association for family business research and education.

Wednesday, June 30

10:25am - 11:40am

How to Boost Your Digital Storytelling and Fundraising with LinkedIn

(Session Run Time 78-minutes) LinkedIn is the world’s largest professional network that most of us only use for job hunting and recruiting, but it’s also an excellent platform to engage your stakeholders, build your brand, raise funds and enhance strategic partnerships. This session is for nonprofits looking to enhance their digital engagement and fundraising.

Education Track
Relationship Building
Speakers

Pinky Vincent

Photo of Pinky Vincent
Pinky Vincent has results-based experience in nonprofit management, fundraising, advocacy, finance, and communications. She is a well-regarded speaker and writer on donor engagement, digital marketing, and mentoring. Pinky is part of the Development and Marketing team at Change Machine. Pinky also serves on the Board of Directors of AFP-NYC Chapter and volunteers with AFP Global as a member of the investment sub-committee.

Elizabeth Ngonzi

Photo of Elizabeth Ngonzi
Liz Ngonzi is an international social entrepreneur and educator who helps purpose-driven leaders and organisations to develop their stories to increase their impact. She is the founder and CEO of The International Social Impact Institute, which -- through initiatives with various partner organisations around the world -- amplifies the voices of social impact leaders from historically marginalised communities. As an adjunct assistant professor of fundraising at NYU, she teaches Digital Storytelling, Innovation and Fundraising.

Wednesday, June 30

10:25am - 11:40am

Streamline Your Major Gifts with Data: A Case Study from United Way Greater Twin Cities

(Session Run Time 78-minutes) Personal outreach is labor intensive and can drain resources if not engaging the right prospects. Greater Twin Cities United Way combined behavioral characteristics and wealth screening to uncover prospects with both the passion and capacity to give. The streamlined portfolios led to transparent conversations around donor activity and potential.

Education Track
Current and Prospective Donor Research
Speakers

Andrew Canada

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Andy Canada is Senior Consultant and Director of Data Analytics at Johnson, Grossnickle and Associates. Andy has significant development experience focused on campaign development and implementation, major and planned gift development, data analytics, and annual giving. Before joining JGA in 2010, Andy served as Development Director for the Indiana University Foundation. Andy also previously served as Director of Development for the Purdue University Krannert School of Management. He is a graduate of Purdue University.

Kittie Fahey

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With more than 25 years of nonprofit experience, Kittie Fahey works with individual principal gift donors and leads the fundraising team at Greater Twin Cities United Way. She also works with United Way Worldwide’s national advisory board as the chair of major and planned giving. She received a bachelor’s degree from the University of Minnesota, and fund development certification and MBA for nonprofits certification from the University of St. Thomas Center for Nonprofit Management.

Wednesday, June 30

10:25am - 11:40am

What we learned from 2020: Philanthropy Trends & AI

“This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.”   This session will talk about the challenges of 2020 and the philanthropy trends reported in Giving USA. We will discuss the emerging technology, including AI that is most effective for analyzing this new data, so that fundraisers are focused on the right donors. Attendees will walk away with new insights on philanthropy from 2020, an understanding of how AI works for fundraising strategies, and how to effectively implement it.

Education Track
Leadership and Management
Speakers

Sarah TeDesco

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Cecelia Poplin

Photo of Cecelia Poplin
Cecelia is the Vice President of Client Success at DonorSearch and has served nonprofits through the efficient use of data and technology for over 20 years. During her time in this industry, spanning Blackbaud, WealthEngine, and now DonorSearch, she has seen technology rapidly advance, and accessibility of tech spread to more organizations. From wealth screenings, prospect research, and management to analytics, AI, and CRMs, Cecelia has collaborated with organizations to improve processes and achieve goals.

Wednesday, June 30

11:45am - 1:00pm

Uncomfortable Conversations with Donors

(Session Run Time 71-minutes) Ever dread calling a particular donor out of fear that they might make an inappropriate comment about race, politics, or gender? This has happened to many of us, and there is no avoiding these uncomfortable conversations. Learn some key takeaways and how to identify a potential conflict from this discussion.

Education Track
Ethics, Accountability and Professionalism
Speakers

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.

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.

Quentin Moore

Photo of Quentin Moore
Quentin Moore serves as the Director of Development at Project for Pride in Living – PPL. A Twin Cities non-profit dedicated to building the hopes, assets, and self-reliance of individuals living with lower incomes through transformative housing and career readiness services. He graduated from the University of St. Thomas, and currently serves as AFP-MN’s Resource Development Vice-President. Quentin also serves on the Board of Directors for Ascension Catholic Academy in North Minneapolis.

Christina DeVries

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Christina DeVries, she/her, is an artist, Minneapolis transplant and activist. She earned a Masters in Advocacy and Political Leadership from Metropolitan State University. She currently works as the Director of Development for Students United, which advocates alongside the 50,000+ Minnesota State University students. Prior to working at Students United, she managed grants for a large human services nonprofit, organized donors and worked internally in the Peace Corps as a health volunteer.

Elodie Lee

Photo of Elodie Lee
Elodie Lee (she/her) is driven to tackle systemic issues with transformational hospitality that inspires giving. Elodie has 10+ years of experience creatively connecting resources with community needs as a relationship builder, fundraiser, and donor organizer. Currently fundraising with individuals and families as Donor Engagement Officer at Beacon Interfaith Housing Collaborative, she’s an alum of the Giving Project and a part of community-based grantmaking at Headwaters Foundation for Justice and is a Community Centric Fundraising enthusiast

Wednesday, June 30

11:45am - 1:00pm

Major Gifts: From Concept to Close in 100 Days

(Session Run Time 105-minutes) Alignment with the donor’s decision-making process is key to both successful and efficient major gift solicitations. This session discusses key principals of aligning your cultivation and solicitations with the donors’ decision-making process as well as how to recruit and organize the rest of your team to best support your efforts.

Education Track
Securing the Gift
Speakers

Benjamin Wirick

Photo of Benjamin Wirick
Benjamin Wirick, AVP Development at AltaMed, implemented a systematic approach to major gifts, emphasizing alignment with donors’ decision-making process via common processes, language, and metrics. Through this approach and subsequent initiatives, AltaMed increased funding more than 350% over four years. Prior to AltaMed, Wirick founded a nonprofit consulting firm which developed campaigns, major gift solicitation, and annual giving programs. Wirick attended CSU Long Beach for both a graduate (MPA) and undergraduate (Literature) degrees (go Dirtbags!).

Wednesday, June 30

11:45am - 1:00pm

Right Person, Right Message, Right Time: Marketing Automation for Online Fundraising

(Session Run Time 53-minutes) Digital fundraising allows us to give the right message to the right person at the right time! How do we do it without losing our minds? Marketing automation! Learn what’s possible, what’s working and what’s NEW in marketing automation—and how you can use it to improve your fundraising program.

Education Track
Securing the Gift
Speakers

Wendy Husman

Photo of Wendy Husman
Wendy Marinaccio Husman is an Account Director with Mal Warwick Donordigital. A fundraiser for nearly two decades, her favorite topics are digital fundraising, monthly giving and data. Her MWD clients have included Mercy For Animals, Corporate Accountability and Project HOPE, among many other organizations doing fantastic progressive organizing. Prior to her work with MWD, she worked as Membership Director for the Golden Gate National Parks Conservancy and Development Director for Alonzo King LINES Ballet.

Lara Dyan Fornal

Photo of Lara Dyan Fornal
Email Marketing Manager Lara Dyan Fornal has a decade of nonprofit email marketing experience. She currently works for the Student Conservation Association and, prior to SCA, for the Humane Society of the United States. She has previously presented on the topic of email deliverability and is eager to share how she applies marketing automation while navigating around system limitations. Lara lives with her husband and cat in a small town outside of Pittsburgh, PA.

Wednesday, June 30

11:45am - 1:00pm

Developing your Development Career: How to F.U.N.D. your Goals and Plan with Purpose

(Session Run Time 62-minutes) Learn how to "F.U.N.D." your career path by examining your Financial goals, Unique strengths, Network building and Development planning through “bootstrapping” your professional development and planning your own growth. You will leave with a Professional Development Plan for a career in philanthropy that is actionable and ready to execute.

Education Track
Leadership and Management
Speakers

Katie Lord

Photo of Katie Lord
Katie Lord, VP of Nonprofit Development at Proof has an extensive background in fundraising and marketing. She has spent her career in the social sector, first in development with three national nonprofit organizations and then transferred her skills to nonprofit consulting. Katie’s strength is working with nonprofit organizations to increase their fundraising , development and marketing success through strategic, donor-based communications. Katie is a BoardSource Certified Consultant and a graduate of the University of Kansas.

Wednesday, June 30

11:45am - 1:00pm

Cultivating Future Leaders: Launching an Associate Board

(Session Run Time 67-minutes) Associate Boards are increasingly popular. Young professionals hope to grow their skillset and align with a cause they care about. At the same time, nonprofits are always looking to expand their pipeline of new leaders. Understand how you can implement an Associate Board to cultivate your next generation of philanthropists.

Education Track
Volunteer Involvement
Speakers

Nicole Berman

Photo of Nicole Berman
A fundraiser, nonprofit consultant, and millennial advocate, Nicole Berman has led fundraising efforts for national, statewide, and local nonprofit organizations over the last ten years. Her passion is building up young professional community engagement and developing a connected network of future leaders. In addition to serving on several YP boards, she launched an Associate Leadership Board for a large nonprofit in 2018. She is currently the Membership Chair for the AFP Coastal Georgia chapter.

Wednesday, June 30

11:45am - 1:00pm

Change Ahoy! How to steer your organization through turbulent waters

(Session Run Time 72-minutes) Rachel Hunnybun and Maeve Strathy from Blakely will cover change from the fundraiser’s point of view – how to influence and move along decision-making in your non-profit organization, how to build trust, how to maximize productivity to enable the hard work behind change, and how to avoid burning while navigating it.

Education Track
Leadership and Management
Speakers

Maeve Strathy

Photo of Maeve Strathy
Maeve Strathy is a passionate and driven Fundraising Strategist at Blakely Inc. Every day, Strathy works with her clients on meeting and exceeding their fundraising goals, through a focus on insights-driven strategy, high-value donor relationships, integrated multi-channel fundraising, and the best possible donor experience.

Rachel Hunnybun

Photo of Rachel Hunnybun
Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. More recently, she has worked as a consultant with European, US and Canadian charities. She speaks internationally and served as a commissioner for the UK’s Commission on Donor Experience.

Wednesday, June 30

11:45am - 1:00pm

How to Get In-The-Door with Unlikely Prospects Using Prospect Research

(Session Run Time 72-minutes) Does your research consist of a quick Google search and Facebook review of your prospective donor? Dive into a wealth of available information to learn how your prospect’s giving history, family background and hobbies reveal the key to a successful ask. Bring your tablet/smartphone for an interactive learning session.

Education Track
Current and Prospective Donor Research
Speakers

Chris Keeshan

Photo of Chris Keeshan
Chris Keeshan is the Founder of CKA, a fundraising consulting, coaching, and training company that has helped clients raise more than $206,850,000 through strategic coaching. Her 30 plus years of fundraising and coaching experience offers clients confidence in reaching their fundraising goals, keen fundraising strategies, creative and bold approaches to get in-the-door with prospects, and unsurpassed prospect research that turns a cold call into a warm call.

Wednesday, June 30

11:45am - 1:00pm

Give to Get: Tapping into the Power of Financial Advisors

(Session Run Time 73-minutes) Financial advisors stand with their clients--your major donors--at the intersection of money and meaning, wealth and giving, planning and purpose, relationship and impact. Gain industry insights and come away with a win-win-win strategy for cultivating Major Donor Champions in service to your mission and major donor growth.

Education Track
Relationship Building
Speakers

Kate Shannon

Photo of Kate Shannon
Kate Shannon is Assistant Vice President, Senior Financial Advisor at Merrill Lynch. She earned her M.A. in Philanthropic Studies from The Lilly School at IU, where she was a Jane Addams-Andrew Carnegie Fellow. Kate has served as wealth advisor to affluent clients for over fifteen years but got her start in nonprofit development with her CFRM from The Fundraising School. A servant-leader and values-based guide, Kate stands at the intersection of money and meaning.

Wednesday, June 30

11:45am - 1:00pm

Who’s a Philanthropist? I am.

(Session Run Time 75-minutes) As communities of color grow in wealth and influence, and women from all racial backgrounds lead through philanthropy, common perceptions of who society sees as a “philanthropist” are being challenged as never before. Women Give 2019 explores the intersection of race, gender, and giving, dispelling myths about who is philanthropic.

Education Track
Relationship Building
Speakers

Jeannie Sager

Photo of Jeannie Sager
Jeannie Sager is director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. WPI believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership and generosity from women and men. WPI focuses on conducting, curating and disseminating rigorous research that grows women’s philanthropy. Jeannie is a seasoned nonprofit executive with over 25 years of experience in health care, higher education, and independent school leadership.

Wednesday, June 30

11:45am - 1:00pm

Why Golf Belongs in Your Organization’s Fundraising Portfolio

(Session Run Time 77-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Golf is a critical, yet underutilized, fundraising mechanism. This session will discuss the value of golf fundraising, the unique goals golf fundraisers accomplish for nonprofits of all sizes, and how technology can streamline golf tournaments (whether they’re held by nonprofits, partners, volunteers, or other third parties).

Education Track
Securing the Gift
Speakers

Logan Foote

Photo of Logan Foote
Logan Foote is the Education and Development Manager at GolfStatus.org. Since 2017, Logan has worked with all types of nonprofit organizations to automate and streamline the management of their golf events and maximize fundraising outcomes. Logan has been playing golf since he was four years old. He has a bachelor's degree in business administration from the University of Nebraska-Lincoln and resides in Lincoln, NE with his wife and two sons.

Wednesday, June 30

11:45am - 1:00pm

Does Your Fundraising Spark Joy? The Life-Changing Magic of Tidying Up Your Fundraising

(Session Run Time 77-minutes) Does your fundraising spark joy for your donors and you? This dynamic session will help identify the issues that keep your fundraising from being the best it can be. You’ll walk out with a plan to tackle your clutter and create a joyous experience for your donors and for yourself.

Education Track
Current and Prospective Donor Research
Speakers

Scott Richards

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

Clay Buck

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T. Clay Buck, CFRE, has been in the nonprofit sector since 1991 and has an extensive background as both a frontline practitioner and fundraising consultant. His expertise is in annual and individual giving, with a focus on creating systems and processes that drive donor-centered results. Buck, who has held the CFRE certification since 2014, is an AFP Master Trainer and an International Advisory Panel member of Rogare. He teaches fundraising at UNLV.

Lindsay McReary

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Lindsay McCreary, Director of Philanthropy Operations at La Jolla Country Day School, has a wide-range of operational fundraising experience, including multi-million dollar special events, database management and migration, annual and special giving campaigns, and managing two nine-figure capital campaigns with a large hospital foundation. With a Master’s in Business Administration from the University of San Diego, she specializes in change and operational management with the goal of maximizing efficiency and positively impacting the donor experience.

Wednesday, June 30

11:45am - 1:00pm

In Conversation with ACFRE’s: The Credentialing Process

(Session Run Time 75-minutes) Listen in as five development professionals share how they became ACFREs. Through conversation and storytelling you will become familiar with the requirements of the ACFRE credentialing process, as well as learn tips and insights from their personal experiences.

Education Track
Ethics, Accountability and Professionalism
Speakers

Joy C. McKee

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Joy C. McKee, ACFRE, MBA, is an experienced fundraising, marketing and communications professional with a demonstrated 20 years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations.

Alphonce J. Brown

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Alphonce J. Brown Jr., ACFRE, consults traditional and nontraditional U.S. and international nonprofit organizations on fundraising strategies tailored to their needs. He was chairman of AFP’s board during 2005 and 2006.

Barbara Tartaglia-Poure

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Barbara Tartaglia-Poure, ACFRE, CFRE, MLS, is an AFP Master Trainer and a recognized presenter. Her expertise is in Philanthropy, Capital Campaigns, Stewardship, Alumni Relations, Volunteer Management, and Public Speaking.

Aaron Sanderson

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Aaron Sanderson, ACFRE, has more than 13 years of nonprofit experience, and was named “Top 40 Under 40” by the Association of Healthcare Philanthropy in 2018 and selected as a “Difference Maker ” by the Rick Hansen Foundation during its 25th anniversary national relay.

Sanae Tokumura

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Sanae Tokumura, ACFRE, APR, provides hands-on, full scope fundraising and public relations consultation for non profit organizations.

Wednesday, June 30

2:20pm - 3:35pm

Donor Love: Brain, Data, and Experience to Supercharge Your Donor Retention

(Session Run Time 52-minutes) Have you ever wondered what "donor love" means in practice and how to measure it?  With the help of neuroscience and real fundraising cases from around the world, this session will show how to engage donors using science, experience, and data to supercharge the lifetime value (LTV) of donors

Education Track
Relationship Building
Speakers

Francesco Saverio Ambrogetti

Photo of Francesco Saverio Ambrogetti
Francesco Saverio Ambrogetti is the UNICEF global lead of supporter engagement in NY. Before reaching this position, he was at the Capital Development Fund of the UN and director of fundraising for UNICEF Italy. He has over 20 years international experience with UNICEF, UNAIDS, World Bank, WWF, and MSF, in Geneva, Panama,Bangkok. Ambrogetti teaches at the University of Bologna and authored Emotionraising: How to Astonish, Disturb, Seduce and Convince the Brain to Support

Wednesday, June 30

2:20pm - 3:35pm

How to Evaluate Your Fundraising Strategies for People Who Hate Math

(Session Run Time 61-minutes) You don’t have to be a mathematician to quantify your fundraising efforts and decide which offers the best return on your investment. Learn simple tricks to assess individual development strategies and build evaluation into your development plan. Practice these tricks through a guided activity using info from your organization.

Education Track
Relationship Building
Speakers

Ivy Buchan

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Dr. Ivy R. Buchan fell in love with volunteerism and board governance in high school. She has 19 years of experience working with nonprofits and earned her Ph.D. in Administration and Leadership in the Nonprofit and Public Sectors with a research focus on multidisciplinary team collaboration. Ivy is a Licensed Consultant of legal and ethical nonprofit standards through PANO, Standards for Excellence. She also started two nonprofits and edited three nonprofit textbooks.

Wednesday, June 30

2:20pm - 3:35pm

Three Keys of Negotiation

(Session Run Time 66-minutes) There are three key concepts that transform any negotiation. In this talk, we work through each, citing examples from neuroeconomic literature and current event case studies. Come prepared to walk away understanding how and where the three keys are at play, and how to leverage the keys for your organization

Education Track
Securing the Gift
Speakers

Scott Wayne

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Scott Wayne is Managing Partner of Envoy, the leading market intelligence and negotiation firm. He leads a team in supporting clients in investigating markets in order to build partnerships and shift market behaviours. Scott learned his craft working as a British Diplomat, before moving to the private sector. He holds undergraduate and graduate degrees in International Relations from the London School of Economics and Georgetown University’s School of Foreign Service.

Wednesday, June 30

2:20pm - 3:35pm

Hack Your Fundraising – Tips from 2 Productivity Nerds

(Session Run Time 69-minutes) There are countless fundraising tasks but only 24 hours in the day. How will you get it all done? Fundraising master trainers and productivity nerds Alice Ferris and Chad Barger will help you refine your personal productivity system and maximize your time, energy and attention for fundraising success.

Education Track
Ethics, Accountability and Professionalism
Speakers

Chad Barger

Photo of Chad Barger
Chad Barger helps nonprofits overcome the barriers to fundraising success. He is a sought after nonprofit fundraising consultant, speaker and coach with over 20 years in the field. Chad shares actionable nonprofit fundraising tips and free resources at productivefundraising.com.

Alice Ferris

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Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized charitable organizations. Alice has 30 years of experience in the philanthropic sector, focusing on strategic and development planning, board development, annual giving, nonprofit operations, and small shops.

Wednesday, June 30

2:20pm - 3:35pm

Navigating the Sea Change: Engaging Next-Gen Leaders & Grant Seeking in Post-COVID Times

(Session Run Time 74-minutes) There are big changes in the world of foundation grants. Next-gen leaders are taking the reins as the sector responds to COVID-19 and its aftermath. Learn how we must adapt our grant seeking strategy, strengthen our case and change our approach to winning vital grant support.

Education Track
Securing the Gift
Speakers

John Hicks

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John Hicks, CFRE, is principal and founder of DLBHICKS LLC, a fundraising consulting and strategy firm that helps clients build and strengthen grantseeking programs. He is a faculty member at Columbia University's Nonprofit Management Program and a grant writing instructor for Candid. Hicks has been awarded "Stellar Speaker" status by CASE and has appeared as a presenter for AFP, The Chronicle of Philanthropy, The Ford Foundation, and the Institute of Fundraising (U.K.).

Wednesday, June 30

2:20pm - 3:35pm

Supporters in Sight: Using Analytics to Identify Major Gift Prospects

(Session Run Time 74-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” In this session, we’ll look at trends in major giving and high-net-worth philanthropy across the United States. Then, we will briefly explore various analytics techniques and best practices to identify prospective donors for your major gifts program.

Education Track
Current and Prospective Donor Research
Speakers

Melissa Bank Stepno

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Melissa Bank Stepno is director of consulting and services for Blackbaud, where she manages professional services for the company’s Analytics and Data Intelligence product lines. She has worked in the fundraising and nonprofit space for more than 20 years and has consulted directly with hundreds of clients across all sectors and sizes. She received her BA from Brandeis University and masters' degrees in arts administration and higher education administration from Boston University.

Wednesday, June 30

2:20pm - 3:35pm

Peer to Peer Fundraising: Empower your donors AND raise more money!

(Session Run Time 75-minutes) Peer to Peer fundraising is a powerful yet underutilized strategy for strengthening donor relationships, engaging Millennials, acquiring new donors, and raising more money. In this session, participants will learn tangible steps to create and run a successful P2P campaign while also debunking myths that will hinder success.

Education Track
Relationship Building
Speakers

Emily Allison

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Emily grew up in Bozeman, Montana and graduated from Middlebury College in 2010 with a degree in Geography and Environmental Studies. Over the next 5 years, she worked as a backpacking guide, cross country ski coach, and a Project Manager for local marketing and design company. Emily is the Development Director for Bridgercare, the local family planning and reproductive health clinic in Bozeman, and absolutely loves development work and the nonprofit community as a whole!

Wednesday, June 30

2:20pm - 3:35pm

Your Next Donor is Already in Your Database. Really? Where?

(Session Run Time 76-minutes) Your best donors are in your database. Who are they? How much could they give? What if your database is a beast? Successful relationship management demands viable donor pipelines. In this session, learners assess their current prospect development practices and receive practical tips to improve donor identification and moves management.

Education Track
Current and Prospective Donor Research
Speakers

Regina Alhassan

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Regina Alhassan is Founder of ResearchPRO. With total dollars identified exceeding $1 billion, she has specialized in major gift campaigns and relationship strategy for organizations such as The Ohio State University, Ohio History Connection, I Am Boundless, Columbus Academy and Heal Her Foundation. Her 20 years of prospect research and management includes software development, end user training, leadership consulting, knowledge management, moves management, systems management and development operations.

Wednesday, June 30

2:20pm - 3:35pm

Uncovering Your Authentic Leadership

(Session Run Time 77-minutes) (Eligible for 1.25 ACFRE credits in Leadership) Transformation is underway in the nonprofit sector. Millions of baby baby boomers are exiting and you are up! Come uncover who you are as an authentic leader through this interactive session that will help you define your leadership style and goals.

Education Track
Leadership and Management
Speakers

Bret Heinrich

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Bret Heinrich is President/CEO of Wings of Hope, a humanitarian organization nominated twice for the Nobel Peace Prize. Bret is a Past-President of AFP St. Louis and a member of the AFP Global Board of Directors. He teaches at Washington University, Webster University and Southern University and serves on several boards. He is a certified fundraising executive (CFRE) and an ordained minister. Bret and his family reside in Missouri.

Wednesday, June 30

2:20pm - 3:35pm

Become a Crowdfunding Hero: Raise Dollars, Awareness, and Lasting Supporters

(Session Run Time 80-minutes) Learn strategies for a successful Crowdfunding Campaign! Hear tips, trends, best practices and case studies from Cranbrook Educational Community. Leave with tools to plan a successful campaign, avoid pitfalls and keep your donors engaged long after they make their gift.

Education Track
Securing the Gift
Speakers

Sommer Brock

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Sommer Brock, CFRE is President and a long-standing member of the AFP - Greater Detroit Chapter. She serves as Vice President of Development for the Pontiac Community Foundation and is the founder of No Nonsense Fundraising, LLC. Previously, Ms. Brock served as Director of Development for Cranbrook Horizons-Upward Bound and has held various fundraising roles at several nonprofits including the Detroit Zoological Society, Playworks Michigan and the Society of St. Vincent de Paul – Detroit.

Katja Thomakos

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Katja Thomakos, CFRE, is the Director of Development at Cranbrook Institute of Science. Previously, she was Executive Director of the Louisiana School for Math, Science, and the Arts; Managing Director of Water Works Theatre in Michigan; and Assistant Director of Corporate and Foundation Relations at the College for Creative Studies in Detroit. She holds a BA in Theatre and Anthropology from Michigan State University and an MA in Arts Administration from Eastern Michigan University.

Wednesday, June 30

2:20pm - 3:35pm

Can’t We All Just Get Along? A Guide to Building the Optimal Development Team

(Session Run Time 83-minutes) People are one of an organization’s greatest strengths and also a source of meaningful challenge. Many non-profit leaders struggle in building cohesive, capable and coordinated teams. In this session, we will review key human resources concepts, including lawful hiring, remote positions post-pandemic, and maintaining a vibrant and diverse workplace culture.

Education Track
Leadership and Management
Speakers

Amy Wolfe

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Amy Wolfe, MPPA, CFRE, is a partner in Mujeres Poderosas, a collaboration of hard-working, determined and passionate women sharing their collective wisdom for the betterment of non-profit organizations. She has over fifteen years of non-profit development experience. Amy serves on the boards of directors for Protected Harvest, The Salas Foundation and the Modesto Rotary Club Foundation. She, her husband, their daughter and their Great Dane enjoy country life in California.

Natalie Gupton

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Natalie Gupton, MPA, CFRE, is the Director of Business Services and Industry Relations for AgSafe, the educational leader for the food and farming industries in supporting their commitment to a healthy and safe workforce. Previously, she was a development coordinator for Norton Children’s Hospital and also the United Way of the Bluegrass. She and her husband enjoy their country life in the heart of Kentucky’s largest city with their daughter and rescue dog, Cutie Pie.

Wednesday, June 30

2:20pm - 3:35pm

Demystifying Post-Death Administration for Charitable Beneficiaries

(Session Run Time 75-minutes) In a candid conversation, a professional fiduciary who specializes in death-related administration, and a planned giving professional who administers bequests for a public charity, will empower fundraising professionals to exercise their rights in ways that hold fiduciaries accountable and protect the financial interests of charitable beneficiaries of estates and trusts.

Education Track
Securing the Gift
Speakers

Fredrick Weber

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Fred handles post-death administration when Northern Trust acts as fiduciary for a client who has died. Fred previously practiced trust and estate law, worked in planned giving, and served as an aide to U.S. Senator Paul Wellstone. Fred speaks frequently on post-death administration of estates and trusts, and was as an adjunct professor at John Marshall Law School. He holds a BA from the University of Minnesota and a JD from DePaul University.

Andrew Fussner

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Andrew Fussner is the national VP of Estate Settlement for the American Heart Association, overseeing the administration of $75 to $100 million in annual bequests. Before joining AHA, Andy practiced as a trust, estate, probate and tax attorney at Foley & Lardner. He holds a BS in Accounting, a BA in Political Science, and a JD, all from the University of Florida, where he was a member of Law Review and Order of the Coif.