education sessions
We have a wide array of educational sessions waiting for you at AFP ICON 2024. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.
Sun, Apr 27, 2025
9:00am - 10:15am
Room 323-325
From Inspiration to Implementation: Turning Conference Insights into Action
Transform your conference inspiration into tangible action and lasting impact. In this session, you’ll gain a practical, step-by-step framework to implement fresh ideas within your fundraising team or department. From securing leadership buy-in and establishing accountability partnerships to measuring progress and celebrating quick wins, you’ll learn how to break free from old patterns. Join us to ensure that the insights you take home don’t fade away—but instead spark meaningful, measurable change.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Keith Greer, CFRE
University of New Mexico Foundation - Director of Development
Keith Greer, CFRE is Director of Development for the UNM School of Architecture + Planning and host of the podcast, Let's Talk Fundraising. With over a decade of fundraising experience, Keith has lead fundraising for Hawai'i Island's largest hospice organization and was the Director of the ASRT Foundation with work reaching around the globe. Keith is an AFP Chamberlain Scholar as well as an ASAE NextGen Award Winner.Carissa Konesky, CFRE
Simon Fraser University - Advancement Officer, Leadership Giving
Carissa Konesky, CFRE is based in British Columbia, Canada and works as an Advancement Officer for Leadership Giving at Simon Fraser University. Her passion is building relationships with donors and sharing the causes that she cares about. She holds a Bachelor of Arts Degree and Nonprofit Management Certificate from SFU, an Associate of Arts Degree from Capilano University, and Associate Certificates in Nonprofit and Fundraising Management from BCIT. She participated in Cohort Four of the AFP Leadership Institute, and has been featured in BC Business magazine as a Top 30 Under 30 and Woman of the Year - Rising Star.Sun, Apr 27, 2025
9:00am - 10:15am
Room 327-329
Continuing the Conversation On Being An Equitable, Inclusive, and Diverse Leader
You are invited to reflect on some of your biggest challenges that can be approached and resolved from an inclusive, diverse, and equitable lens. 100% of the panelists in this session have lived experiences, and will position you for personal and professional IDEA success!
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Government of Canada - Senior Advisor
Sana Mahboob is a Past-President of AFP Manitoba and an enormous advocate for the communities she serves across the globe. Sana serves in executive positions on local, national, and international Boards – ranging from philanthropy, sports, youth and information technology. With over a decade of diverse experiences, Sana is now serving as a Special Advisor with the Government of Canada. She has a transparent discussion style, and as an immigrant to Canada, Sana brings a diverse perspective and passion to everything she does professionally, and personally.Ana Luisa Ramirez, MBA, AFP Certified Facilitator (formerly AFP Master Trainer)
Gestión Filantrópica SC - Consultora
Ana Luisa has served the non-profit sector for over 20 years, and is the CEO of Gestión FIlantrópica, a mexican consulting firm. Previously she has held various positions including the Director of fundraising at Ministry of Culture of the state, and the children´s museum. Ana Luisa now serves as a public servant with an elected position in the city council of Zapopan, the largest city of Jalisco. She´s served on the International Board, Co-founder of the AFP México Foundation, Past-President of her local chapter. Ana Luisa loves teaching at the Jesuit University ITESO.
Casa Hogar Ana Maria Casillass Cruz - Special Projects Manager
Majoy Camberos seeks growth in cultural, educational, and philanthropic fields with interdisciplinary experience which enriches her problem-solving approach with background in administration, logistics, and orchestral production, serves as Project Developer at Orphanage Ana Maria Casillas. AFP member since 2020, she currently holds the secretary position at AFP Occidente Pacífico México.Don Baker, AFP Certified Facilitator (formerly AFP Master Trainer)
FAME, Inc. - Chief Executive Officer
Don Baker, AFP Master Trainer, MPA | FAME, Inc. - Chief Executive Officer For over 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.Michael Baker, CFRE
m3 Development - Partner & Founder
Michael J. Baker, CFRE, is founder and partner of m3 Development, a full-service consulting firm. Michael has over 30 years of experience, is an AFP Master Trainer, serves on the Board of the Marlboro Educational Foundation, and as an Ambassador for CFRE International. 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 is an Eagle Scout. Twitter: @mbakercfre Instagram: @michaeljaybaker LinkedIn: michaeljbakercfre 732-245-9868 mbaker@m3development.netSun, Apr 27, 2025
9:00am - 10:15am
Room 333-334
How Good Governance Can Improve Business and Strengthen Volunteer Engagement
Attendees will immerse themselves in two vital facets: cultivating robust governance frameworks and fortifying volunteer engagement strategies. By harnessing the power of volunteerism, organizations can catalyze an influx of donors, cultivate future leaders, and foster stronger community connections, propelling their mission forward with amplified support and engagement.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Jerry Consulting Group - CEO + Co-Founder
Rochelle is a seasoned nonprofit fundraising professional with 29 years of experience, specializing in strategic and fundraising development. Her expertise spans grant writing, fundraising strategies, board leadership, governance, and volunteer engagement. She is currently CEO + Co-Founder of Jerry Consulting Group and an adjunct faculty member of Indiana University, Lilly Family School of Philanthropy, and is a member of the 2025 Black Leadership + Legacies Executive Women of Color in partnership with the Women’s Fund of Central Indiana. Throughout her career, she has served prominent organizations in leadership roles, raising over $16.1M.Sun, Apr 27, 2025
9:00am - 10:15am
Room 335 - 336
Exploring Real World Ethical Scenarios and Doing What is Right
How do you figure out what is the correct thing to do when confronted by a challenging situation involving a donor or your organization? In this session, participants will review and evaluate 5-8 real world ethical scenarios through small group facilitated discussions.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Jamie McMahon, CFRE, MA
Community College of Allegheny County - CEO, CCAC Educational Foundation
Jamie McMahon, CFRE is CEO of the Educational Foundation at the Community College of Allegheny County in Pittsburgh, and has 20 years of experience in fundraising, strategic planning, and nonprofit management. He previously worked at Carnegie Museums of Pittsburgh, the University of Pittsburgh, and as a fundraising consultant for Ketchum. He teaches fundraising at Carnegie Mellon University and holds an A.B. from Dartmouth College, an M.Phil. from the University of Cambridge, and is completing a doctorate in higher education management at the University of Pittsburgh.Sun, Apr 27, 2025
9:00am - 10:15am
Room 431-432
How to Craft Compelling Legacy Giving Key Messages, Taglines and Wordmarks
In this dynamic session, participants will delve into the art of crafting compelling legacy messages, taglines and wordmarks that resonate with donors and motivate charitable legacy gifts. Come with your questions about legacy giving messaging, and leave with actionable next steps to apply to your organization.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Aimée Lindenberger, CFRE
Refocus Fundraising - Chief Engagement Officer
Aimée Lindenberger, Founder of Refocus Fundraising and author of "How to Talk About Legacy Giving," brings over two decades of marketing and communications expertise to every organization she works with. Holding a certificate in Philanthropic Psychology and degree in Graphic Communications Management, she shares innovative strategies with nonprofits. Aimée has a commitment to advancing philanthropy, having played leadership roles in the Greater Vancouver Chapters of AFP and the Canadian Association of Gift Planners.Sun, Apr 27, 2025
9:00am - 10:15am
Room 343 - 344
5 Key Leadership Strategies To Empower Your Team To Level Up! And Deliver Results
This creative and high energy interactive session will address key leadership strategies that are critical in positioning your team for success! Barbara and Joy's unique blend of leadership styles incorporate relationship strategies, ethics and storytelling techniques that have helped position fundraisers for success in closing major and principal gifts.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Carter Global - Managing Director
Barbara is a Managing Director at Carter, a global consulting firm that helps nonprofit organizations advance their philanthropic goals. She earned AFP’s prestigious Advanced Certified Fundraising Executive (ACFRE) credential and holds a master’s degree in leadership and organizational development. With over 25 years of experience, Barbara has a proven track record of closing seven and eight-figure gifts, including leading the naming of the Neff College of Business and Innovation at the University of Toledo in 2022. She is known for her BTP Method - being Bold, Thoughtful & Persistent.Joy McKee, ACFRE, MBA
Boston University - Assistant Dean for Development and Alumni Relations, Arts & Sciences
Experienced fundraising, marketing and communications professional with a demonstrated twenty years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations. I’m committed to institutional messaging that connects philanthropists and constituents with their areas of interest so they can make a world of difference. In line with my commitment to the industry, in September 2014 I acquired the Advanced Certified Fundraising Executive (ACFRE) credential, the most rigorous certification process available to development professionals, demonstrating my expertise in organizational leadership, management and ethics. Specialties: Development Operations, Strategic Planning, Communications, Annual Campaigns, Event Management, Solicitation, Marketing, Volunteer Management.Sun, Apr 27, 2025
9:00am - 10:15am
Room 320-322
Demystifying and Leveraging Donor Advised Funds for Your Nonprofit
Donor Advised Funds are "all the rage," yet there continues to be confusion about to how to best leverage this trend for the benefit of their organization. This session will share more about "who" is using them, "how" they are being used, and "what" nonprofits can do to find success.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Jeremy Wells, CFRE, MA
The Saint Paul & Minnesota Foundation - Senior Vice President of Philanthropic Services
Jeremy currently serves as the senior vice president of philanthropic services at the Saint Paul & Minnesota Foundation, one of the country's largest community foundations. As a career fundraiser and a 20+ year member of AFP, he brings a wealth of experience and strategy to both his professional and volunteer work. He has served on more than a dozen nonprofit boards, including the AFP Global board, has chaired the AFP PAC board, and is a frequent speaker at the local, regional, and national level. He was also a 40 under 40 recipient from the Minneapolis/St. Paul Business Journal.Sun, Apr 27, 2025
9:00am - 10:15am
Room 345 - 346
Unlock The Secret to Explosive Nonprofit Growth (Presented by CharityEngine)
Is your nonprofit ready to scale up and make a significant impact? One powerful strategy can transform your growth trajectory: expanding and refining your monthly giving program. Monthly donors provide a steady, predictable revenue stream that fuels your mission and builds deeper connections with supporters. In this dynamic session, seasoned experts Dave Martin of CharityEngine and Dana Bunke of Easterseals will take you through a comprehensive, actionable roadmap for creating and optimizing a successful monthly giving program. You’ll gain insights into how to build a loyal donor base, leverage innovative tools, and maximize revenue retention.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Easterseals - Senior Vice President of Direct Response and Integrated Fundraising
Dana Bunke is a seasoned direct marketing and fundraising leader, currently serving as Senior Vice President of Direct Response and Integrated Fundraising at Easterseals - an organization leading the way to full equity, inclusion and access through life-changing disability and community services. Dana has consistently driven transformative results through her expertise in direct response television (DRTV), monthly giving, and strategic media buying. Her innovative approaches have helped improve brand metrics, visibility, and collaboration across teams and organizations, creating a lasting impact at organizations like Wounded Warrior Project, ALSAC/St. Jude, and Easterseals.
CharityEngine
Dave Martin is the Vice President of Marketing at CharityEngine. He’s a digital marketing expert with a unique combination of nonprofit and for-profit experience. He combines that with a track record of delivering real results. Prior to joining CharityEngine, Dave was the CMO at Blue Cypress where he helped purpose-driven leaders unlock growth. Before that, Dave was the Director of Marketing at the American College of Radiology. He was also the Chief Marketing Officer for Aptify, a company that makes Association Management Software. Additionally, he served as the Vice President of Marketing and Content for the Electronic Retailing Association (ERA).Sun, Apr 27, 2025
9:00am - 10:15am
Room 347 - 348
Expanding Your Donor Base: Advocating for Disability Inclusion and Access
Elizabeth Ralston and Troy Coalman are professionals with disabilities who are passionate about helping organizations incorporate accessibility and inclusion principles into every facet of an organization. In this session, you will learn about implicit bias and be equipped with strategies to engage people with disabilities as donors, including older people.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Elizabeth Ralston, MPH
Elizabeth Ralston Consulting, LLC - Elizabeth Ralston Consulting, LLC
Elizabeth Ralston is a consultant who guides organizations in the strategic development of an accessibility roadmap, with an emphasis on equity and inclusion. She has a Master of Public Health from the University of Michigan and a certificate of Nonprofit Management from the University of Washington. As a deaf woman who uses cochlear implants, Elizabeth faces accessibility challenges every day. Her hearing loss never stopped her from achieving her life goals. As a Peace Corps Volunteer in Africa, she saw the powerful impact a person can have on others’ lives. She has devoted her life to public service ever since.
Henry Art Gallery at the University of Washington - Senior Fundraising Executive & Accessibility Advocate
Troy Coalman is the Director of Development for the Henry Art Gallery at the University of Washington. His career spans three decades, encompassing the education, arts, social justice, and LGBT equality sectors. His expertise includes Annual Fund, Major Gifts, Legacy Giving, Data, Technology, Grants, and Events. Mr. Coalman is a sought-after educator who is an Instructor with the University of Washington teaching Fundraising Management. He has held leadership roles with AFP regionally and advised the international organization on accessibility.Sun, Apr 27, 2025
9:00am - 10:15am
Room 420 - 422
Collective Resilience: Navigating the Shared Leadership Journey
Join our panel discussion on the transformative shared leadership model in the nonprofit sector, featuring the co-executive directors of the Seattle Chinatown International District Preservation & Development Authority (SCIDpda) and their executive leadership coach, who will discuss their journey as a dynamic case study on how co-leadership enhances sustainability.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Jaron Bernstein, MBA
Alford Group - Senior Consultant
Jaron Bernstein joined Alford Group in 2021 and brings a decade of nonprofit experience at the intersection of arts, philanthropy, and strategy. Jaron ardently believes in the power of the nonprofit community to catalyze societal change when equipped with the right strategy, capacity and resources. At Alford Group, Jaron works with organizations to marry vision and strategy with action, identify and establish vital systems and processes, and tell their story effectively. Through active, empathetic listening and honest discussion, Jaron has successfully helped nonprofits of all sizes and sectors identify their next ambitious leap and the steps to get them there.
Seattle Chinatown International District Preservation & Deve - Co-Executive Director
Jamie Lee has nearly 20 years of experience in the non-profit and public sector and has held leadership roles at SCIDpda for eight of those years. She most recently served as SCIDpda’s Director of Community Initiatives, overseeing external partnerships, fundraising, small business assistance, public space design, and neighborhood safety. Jamie is currently the Board Chair at the International District Emergency Center and has served on a number of other boards and committees, including Chinatown International District Business Improvement Area and Historic South Downtown. In 2021, Jamie received the Friend of Housing Community Crisis Response Award.
Seattle Chinatown International District Preservation & Deve - Co-Executive Director
Jared Jonson has nearly 20 years of experience in the non-profit and public sector and has served the SCIDpda on the board and staff for six years. Jared most recently served as SCIDpda’s Director of Property Operations, overseeing residential and commercial property management and maintenance, and prior to his staff role Jared served as Board President of SCIDpda’s Board of Directors for two years. Jared’s career includes roles in running political campaigns and building civic/political power for AANHPI communities, built environment policy and government relations roles at the King County Department of Transportation and the Urban Land Institute.Anh Vo, MA
Alford Group - Chief Culture Officer
Anh Vo is driven by the belief that by helping others succeed, we all succeed. In her work with organizations, she has provided leadership development, change leadership, and strategic planning and implementation. She has a systemic approach and is highly adept at creating environments of collaboration and accountability. Anh has worked extensively in advancing racial dialogues and practice of justice, equity, diversity and inclusion in her work. She has encountered an expressed deep need from the organizations she has partnered with for safety and belonging, where agreed sets of behaviors enable employees to work effectively in cross-cultural and multi?cultural environmentsSun, Apr 27, 2025
9:00am - 10:15am
Room 427 -429
Navigating New Horizons: Leveraging Data Insights from FEP Q4 2024 for Enhanced Fundraising Effectiveness
Join a team assembled by FEP to hear the latest research from the initiative’s Q4 2024 report. This session brings together experts and seasoned fundraising practitioners to discuss the latest trends and data insights that will inform and enhance your fundraising strategies, helping you make informed, growth-oriented decisions.
Education Track(s): Current and Prospective Donor Research
Audience: Introductory/Foundational
Speakers
Meena Das, Master of Science
NamasteData - CEO
Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.
GivingTuesday - Chief Data Officer
As Chief Data Officer for GivingTuesday, Woodrow has been instrumental in shaping the global generosity movement and has led ground-breaking research of individual giving behaviors. He leads the GivingTuesday Data Commons, bringing together a coalition of more than 1,000 collaborators across over 50 countries to understand the drivers of generosity to inspire more giving. Woodrow is a member of the Generosity Commission Research Task Force, serves as an advisor and is a past-Chair for Global Impact Canada's Board of Directors, and was previously a Fellow at the Belfer Center for Science and International Affairs at Harvard Kennedy School.Tim Sarrantonio, MA
Neon One, LLC - Director of Corporate Brand
Tim Sarrantonio is an internationally renowned speaker on generosity, technology, and the trends in the social good sector. After helping various causes raise over $3 million, he then moved into providing support for thousands of nonprofits through his work at Neon One. He has spoken at AFPICON, NTC, TEDx, and holds a Certificate in Philanthropic Psychology from the Institute for Sustainable Philanthropy. He lives in Niskayuna with his lovely wife, three lovely daughters, and a deep love of the Adirondacks.Alice Ferris, ACFRE, CFRE, MBA
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, Partner, is the founder of GoalBusters, providing comprehensive leadership for small nonprofit teams. With 30+ years of fundraising experience in public media, rural healthcare, education, and science, Alice excels in finding creative solutions, working with dedicated leaders, and teaching practical tactics. She is a sought-after consultant, mentor, and positively reviewed speaker. Alice also serves as adjunct faculty for the Nonprofit Leadership Program at the University of Denver.Sun, Apr 27, 2025
9:00am - 10:15am
Room 433-434
Building Workforce Strength Through Mental Health: Helping Organizations Prioritize Wellness
The focus of this session is to highlight the current mental health crisis and the role of organizations in addressing the mental health needs of their workforce. We will address ways to be proactive in terms of current review policies and programs. Highlighted will be the implementation of innovative professional development and wellness programs. The goal is for organizations to optimize functioning by supporting the mental health and well-being of employees.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Linda McGhee, JD, Psy.D.
McGhee and Associates - Clinical Psychologist
Linda Fleming McGhee is a licensed clinical psychologist who speaks and writes nationally on mental health, multicultural psychology and self-healing. McGhee currently teaches in the forensic psychology master’s program and is on the clinical faculty at the professional psychology program, both at George Washington. Dr. McGhee is a mental health expert for the Steve Fund, an organization devoted to mental health for college students of color. She is a contributor to the Son Rise Project, a podcast that provides a support network for parents. McGhee is the founder and host of the Multicultural Psychologist podcast and online community.Sun, Apr 27, 2025
9:00am - 10:15am
Signature Room
Transforming Philanthropy: How to Implement Community-Centric Fundraising for Equitable Impact
This presentation will provide attendees with a comprehensive understanding of Community-Centric Fundraising, its historical context, and practical strategies for implementation. By featuring diverse perspectives from experienced professionals and incorporating recent research, the session will equip fundraisers with the knowledge and tools to create more equitable and impactful philanthropic practices.
Education Track(s): Relationship Building
Audience: Applied
Speakers
DESC - Senior Manager of Individual Giving
Shannon Wong (she/her) is committed to advancing equity through nonprofit leadership advocacy, and strategic planning. With over a decade of experience, she works to dismantle systemic racism, advocate for health care and housing to end homelessness, and contributing to make the non-profit field more representative of the communities served by the non-profit industry. As DESC’s Senior Manager of Individual Giving, Shannon fosters community support for critical services to end homelessness. She serves on the boards of the Seattle/King County Coalition on Homelessness, AFP’s Advancement Northwest Chapter, and the University of Washington’s Professional & Continuing Education Programs Advisory Board.Maya Hemachandra, CFRE, MPA
Sambar Nonprofit Solutions, LLC - Owner & Principal
Maya Hemachandra's mission is to create champions for social change. Her approach blends philanthropy, strategy, and compassion to engage individuals and organizations in addressing poverty and oppression in the Pacific Northwest. Over her 20-year career she has raised millions of dollars in philanthropic and volunteer support for human service and social justice organizations. She is the owner of Sambar Nonprofit Solutions where she helps nonprofit organizations align policies and practices with their anti-racist values. She holds an MPA from the University of Washington’s Evans School of Public Policy and Governance and a Certified Fundraising Executive (CFRE) designation.
Urban Family - Director of Development and Communications
Anna Guerrero (she/her) is passionate about exploring ideas, working with people, and creating space for impactful change. With over 15 years of nonprofit leadership experience, primarily focused on youth, families and communities, she has successfully led teams, raised funds, and managed operations. In addition, she brings 20 years of expertise in real estate development, property management, and investments. At Urban Family, she leads the creation, development, and implementation of philanthropic initiatives and communications. With her strengths in strategy, marketing, and collaboration, she has guided the organization through a successful rebrand, effectively showcasing the incredible work being done.Briony Ball, MPH
DESC - Director of Fund Development
Briony is a nonprofit leader with over a decade of experience in community engagement and philanthropic relationships. She focuses on strategic leadership, program management, and team development, emphasizing inclusive cultures of philanthropy. Committed to social justice, Briony strives to elevate underrepresented voices, drawing from her experience with Native American communities and various equity initiatives. She continues to grow in her understanding of diversity and inclusion, believing that integrating CCF principles is crucial for creating more equitable philanthropic systems.Sun, Apr 27, 2025
9:00am - 10:15am
Room 331-332
AI for good: Enhancing Fundraising and Productivity in Nonprofits (Presented by Microsoft)
Can AI really help with daily fundraising tasks? Join us for an engaging session where leaders from Big Brothers Big Sisters Puget Sound dive into their day-to-day AI journeys. From streamlining grant writing to enhancing donor communication and summarizing extensive reports, AI is making a significant impact. This session will provide real-world insights into how AI is boosting productivity and efficiency, allowing nonprofit staff to focus on what truly matters: building relationships and driving strategic initiatives.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Sun, Apr 27, 2025
9:00am - 10:15am
Room 423 - 425
Donor Development Conversations – Nurturing Donor Relationships at Every Stage of the Fundraising Cycle
As fundraisers, managing prospect pipelines can feel overwhelming. With thoughtful preparation, however, fundraisers can confidently and intentionally implement personalized cultivation strategies with qualified, like-minded prospects and secure sustained support. Lasting donor relationships begin with intentional, one-on-one conversations. When you implement prospecting strategies in every step of the donor cycle, you uncover prospects’ giving motivators, deepen your relationships, and create meaningful giving opportunities. Through hands-on practice with real-world scenarios, participants will: Establish a prospect research strategy. Develop effective questioning approaches. Activate key stakeholders (board, volunteers) to support prospecting and cultivation. Align donor passions with impactful outcomes to foster support.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Pearl Hoeglund, MBA, CFRE
Fundraising Academy at National University - Director
With over thirteen years in the philanthropy sector, Pearl Hoeglund is dedicated to empowering fundraisers by removing barriers to essential training, enabling them to drive revenue growth and create lasting impact in their communities. As the Director of Fundraising Academy at National University, Pearl leads a talented and dedicated team in launching transformative initiatives that make high-quality fundraising education accessible to all. Under Pearl’s leadership, the team delivers live and on-demand cohort-based certificate programs, training, and digital curricula focused on relationship-driven fundraising.Jarrod Williams, CFRE, MBLI
Jack Alotto, CFRE, MA
Fundraising Academy at National University - Trainer
Jack has served in a variety of fundraising leadership roles in healthcare, social services, and the arts sectors. His commitment to philanthropy led him to serve as a trainer at the Fundraising Academy at National University, with focuses on cause selling, fundraising basics, and major gifts, since 2019. Dedicated to the professional development of fundraisers, Jack is a CFRE ambassador, while working diligently to advance DEI in the sector. In July of 2023, Jack became a Faculty Training Academy - AFP Certified Facilitator.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 320-322
How to Build the Plan While You're Flying It!
Join our dynamic educational session tailored for fundraising professionals seeking to craft a detailed fundraising plan while juggling day-to-day duties. This workshop will arm you with powerful strategies and tools to refine your planning process, enabling the creation of effective fundraising initiatives without compromising your ongoing projects.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Robin Kasel, CFRE
Cornerstone Consulting Solutions LLC - Owner
Robin Kasel, CFRE, has over 20 years of experience in sales, project and account management, and professional fundraising. Robin has extensive, practical experience in annual fund management, strategy and fund development, capital campaigns, board management, event planning, and major gift fundraising. With a degree in Psychology, she understands what drives people to make decisions, causing them to give. She currently serves on the Board of Directors for Big Brothers, Big Sisters of East Central Wisconsin and her local AFP Chapter. Robin has been a member of AFP since 2014 and received her Certified Fundraising Executive (CFRE) credential in 2020.Alice Ferris, ACFRE, CFRE, MBA
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, Partner, is the founder of GoalBusters, providing comprehensive leadership for small nonprofit teams. With 30+ years of fundraising experience in public media, rural healthcare, education, and science, Alice excels in finding creative solutions, working with dedicated leaders, and teaching practical tactics. She is a sought-after consultant, mentor, and positively reviewed speaker. Alice also serves as adjunct faculty for the Nonprofit Leadership Program at the University of Denver.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 327-329
The Art of HBCU Philanthropy
Are you seeking to build a more inclusive and diverse philanthropic ecosystem? Join in on the discussion of the Art of HBCU Philanthropy to explore innovative approaches being deployed within the HBCU ecosystem.
Education Track(s): Securing the Gift , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Strada Education Foundation - Senior Vice President of HBCU and Engagement
As senior vice president of HBCU and Engagement, Daryl A. Graham oversees Strada Education Foundation’s strategic partnerships with historically Black colleges and universities and Indianapolis community organizations. Prior to joining Strada in 2017, Graham spent 15 years with JPMorgan Chase & Co., in Wilmington, Del., serving more than a decade as vice president and relationship manager where he identified grantmaking, sponsorship and volunteerism opportunities for the firm. His background also includes accounting and auditing positions at J.P. Morgan Chase & Co., ConocoPhillips, General Electric and KPMG.Vita Pickrum, PhD
Delaware State University - Vice President, Division of Institutional Advancement and President
Dr. Vita Pickrum, a trailblazer, has amassed over thirty years of experience in the higher education arena. Her skills in uniting people towards common goals were honed over the years. As the President and CEO of P2 Strategies, LLC, a woman-owned firm, she has displayed her ability to revamp organizations for greater efficiency, impact, and ROI-focus. After sixteen years, her leadership as the Vice President of the Division of Institutional Advancement and the President of a public University's Foundation resulted in record-breaking private fundraising. She has been a Certified Fund-Raising Executive (CFRE) since 2014, as designated by CFRE International.Trina Bilal, MBA
KTB Consulting, LLC - Principal Consultant
Trina Bilal is a Change Agent, Motivational Speaker, STEM Advocate and seasoned executive with over 20 years of experience within the energy, technology, and telecommunications sectors. She primarily focuses on advancing the academic and economic competitiveness of underrepresented communities. Mrs. Bilal holds a B.B.A in International Business with a Finance concentration from Howard University, an M.B.A. from Georgetown University, and a Certificate in Business Excellence from Columbia UniversitySun, Apr 27, 2025
10:45am - 12:00pm
Room 333-334
How Australia’s Largest Domestic Charity Grew its Digital Fundraising by 298%+ from $6.4M to $25.5M
In the past 4 years, the Salvation Army Australia has undergone radical digital transformation, increasing digital fundraising by 250%+ and moving its donor base from legacy donors to younger donors. Learn the insights, tests applied and strategies behind how digital is powering up every part of the Salvos’ fundraising.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
ntegrity - Creative Director
Kyle is the Creative Director at ntegrity, an award-winning fundraising agency that combines strategy, performance marketing, and inspiring creative to help non-profits grow their revenue.
The Salvation Army (Australia) - National Head of Fundraising
Janine is the National Head of Fundraising at The Salvation Army Australia, where she has grown overall fundraising revenue by 18% over 6 years from $135 million to $160 million, and a total revenue contribution of $964m over 6 years. She has over 20 years executive and senior leadership experience with expertise in sales, marketing, philanthropy and corporate partnerships. Prior to starting her current role with The Salvation Army Janine held the role of Chief of Private Funding at World Vision Australia. And before this she was the Director of Marketing and Fundraising at The Lighthouse Foundation.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 335 - 336
Cognitive Impairment in Donors: What You Need to Know
With 1 in 7 people ages 72+ showing signs of cognitive impairment, it's inevitable that you and your organization will encounter elderly donors in cognitive decline. Are you prepared to handle this situation? This session will teach you actionable best practices for managing situations of cognitive impairment in elderly donors.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Tara Adams, JD, Ed.M.
North Carolina State University - Director of Philanthropy
Tara Adams has spent her professional career dedicated to education, serving in roles at the Northwestern Pritzker School of Law, University of Illinois College of Law at Urbana-Champaign, and North Carolina State University. She also worked in the Judicial Education division at the Administrative Office of the Illinois Courts in addition to spending years raising funds as a member of the Auxiliary Board for the Lincoln Park Zoo in Chicago, Illinois. Tara received her B.S. from Illinois State University. She received her Ed.M. and JD from the University of Illinois at Urbana-Champaign, where Tara is also a current Ph.D. student.Anthony Pomonis, CFRE
University of Central Florida - Executive Director of Advancement
Anthony Pomonis, CFRE has spent the last two-plus decades helping individuals unlock meaningful experiences in their lives. He has served as a major gift officer for the University of Illinois, University of Illinois Foundation, and the University of Central Florida. Anthony graduated with his B.A. from the University of Illinois at Urbana-Champaign and began a 15-year journey as an entrepreneur, opening 5 regional restaurants. He served on the Regional Executive Board of Big Brothers Big Sisters, spent 5 years on the executive board of his local Greek Orthodox Church, and 2 years in service at the Kirby Medical Foundation Board.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 431-432
Two Causes, One City: Collaboration and Competition in the Context of Major Campaign Fundraising
Are philanthropic sectors all the same in practice? What can be learn from one another? Hear the lessons from two leading institutions undertaking their largest fundraising campaigns ever in the same geography, for two different causes, with two very different cultures, BUT with the same donors and volunteers.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Laureen Bardou, CFRE, MA
Montreal Museum of Fine Arts Foundation - Senior Director, Philanthropy
Two career paths, in art history/museology and arts administration, have informed Laureen’s work in numerous museums in Montreal and internationally. As an accredited CFRE, she has more than twelve years of experience in arts administration and philanthropy, in the university milieu, and in the health system. As the Senior Director, Philanthropy at the MMFA Foundation, she leads with her team the largest non brick-and-mortar campaign ever undertaken by the museum. Laureen has two daughters aged 4 and 7 who keep her busy, and her various volunteer involvement in the community (among them AFP: global, national and local levels).Amanda Fritz, CFRE, MPNL
CHU Sainte-Justine Foundation - Director, Major Gifts and Campaign Tracking
Amanda was born and raised in Montreal and has completed degrees in Psychology, Public Relations, and Philanthropy & Nonprofit Leadership. Her 17-year career in the non-profit sector spans education, health, and community. She is passionate about leveraging data and modernizing the way our field’s professionals approach major giving, capital campaigns, and volunteer management. In her current role as Director, Major Giving and Campaign Tracking, CHU Sainte-Justine Foundation, Amanda works to put in place the strategies and tools needed to secure $500M in new philanthropic investments – the most ambitious campaign ever undertaken by a healthcare institution in Quebec.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 343 - 344
Meaningful Risk: Navigating Vulnerability and Transparency in Fundraising
Join us for a thought-provoking session on the intricate relationship between vulnerability, transparency, and ethical fundraising practices. Through interactive, lived, real-life examples, uncover how embracing vulnerability can foster deeper connections with donors while maintaining ethical standards--no matter your role in the organization.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Beacon Hill - Executive Director
Kristen has served Alaska’s children and families for the past 30 years as a clinician and as the Executive Director of Beacon Hill, a nonprofit organization focusing on supporting Alaska's children in foster care and families at risk. Kristen earned a Master of Counseling Psychology degree from Alaska Pacific University and has been a Licensed Psychological Associate since 1994. She holds two Certificates of Nonprofit Management from The Foraker Group and Boston College.Becky Chambless, CFRE
Ember Consulting, LLC - President
Becky is an experienced Certified Fundraising Executive (CFRE) with a demonstrated history of creating long-term, sustainable, relationship-based funding in the nonprofit sector. With over thirteen years of experience in fundraising, Becky runs Ember Consulting, LLC, a multi-faceted consulting firm specializing in fundraising and philanthropy consulting, and corporate community relations strategy. She is also the Development Director for the Alaska Wildlife Conservation Center, a sanctuary dedicated to preserving Alaska’s wildlife. Becky received her B.A. in Business Administration and Management with a Nonprofit Management Emphasis from Alaska Pacific University. She earned her Certified Fundraising Executive (CFRE) designation in March 2016.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 345 - 346
The RIGHT Approach to Fundraising Hasn’t Changed-How Do We Scale It? (Presented by Kindsight)
Taking a personalized, human-centered approach to fundraising is the dream – but scaling it is a nightmare. In this session, Kindsight VP Cherian Koshy leads a conversation with sector-leading fundraising organizations that are initiating tech consolidation to build holistic, agile, data-informed fundraising and development strategies.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Cherian Koshy, CFRE
Kindsight - Vice President
Cherian Koshy, a Certified Fund Raising Executive (CFRE) and Chartered Advisor in Philanthropy (CAP), is a distinguished innovator and strategist. Cherian’s insights, shared through keynotes, workshops, and publications, empower leaders to navigate and thrive in the evolving sector. He is a member of the executive committee of the global board of the Association of Fundraising Professionals and the recipient of the 2022 Governor's Volunteer Award for his work as chair of Volunteer Iowa as well as a Kentucky Colonel. His thought leadership has also been featured in CEO Weekly, Yahoo Finance and Forbes.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 347 - 348
Unlocking Donor Generosity: Crafting Your Annual Stewardship Plan
Receiving a gift is just the beginning! Learn proven strategies to cultivate lasting donor relationships, increase retention, and boost support for your organization’s mission. Gain practical insights, participate in our interactive discussions, and leave with a template to create your own annual stewardship plan. Elevate your fundraising efforts today!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Sara Leonard, CFRE, MBA
Sara Leonard Group - CEO
A 30-year fundraising veteran, Sara founded the Sara Leonard Group to provide consulting, coaching and training to fundraisers, CEO’s and nonprofit board members. She is a solutions-oriented advancement professional with experience in fundraising and volunteer management for healthcare, educational and cultural organizations. She is a CFRE, has been named as an AFP Master Trainer and completed the BoardSource Certificate of Nonprofit Board Education. She is a Past President of the AFP Tampa Bay Chapter. She shares her expertise as an instructor for the Nonprofit Leadership Center of Tampa BayDebbie Sokolov, CFRE, MNA
The James Museum of Western and Wildlife Art - Deputy Director for Development & Communications
For 30 years, Debbie Drucker Sokolov's donor centered and team building approach has helped small and large nonprofits raise million of dollars. She joined The James Museum of Western & Wildlife Art in January 2020 as the first development professional and now leads a team of five as the Deputy Director for Development & Communications. Professional accomplishments include a successful $4.5 million capital campaign, several transformational gifts, and securing over $30 million in endowments. One of Debbie's donors was on the 2022 Chronicle of Philanthropy's Top 50 Philanthropists and featured in a front-page article in Tampa Bay Times.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 427 -429
How the Tax Cuts and Jobs Act Will Impact Charitable Giving
Absent Congressional action, trillions of dollars of tax relief will expire at the end of 2025. Learn how to prepare for/navigate massive tax reform, and a once in a generation opportunity to pass a universal charitable deduction. You’ll learn how advocacy can help avoid hastening historic declines in giving.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Lisa Chmiola, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MS, CSPG
Loyola University in New Orleans - Assistant Vice President of Development
Lisa has more than 22 years in philanthropic development. Currently the Assistant Vice President of Development at Loyola University in New Orleans,she also serves as the Chief Fablanthropist for Fablanthropy, working with nonprofit organizations and fundraising professionals providing consulting services on legacy giving strategies. An AFP Certified Facilitator since 2014 and TEDx speaker, Lisa has presented at five AFP International Conferences, and a variety of AFP and other industry regional conferences, chapter meetings, and webinars. Lisa is chair of the AFP Global U.S. Government Relations committee, a member of the AFP PAC board.Sally Schaeffer, MA
Uncorked Advocates - Principal Consultant
Bringing nearly 25 years of experience, Sally and Uncorked Advocates provide federal government relations services to some of the largest nonprofits and philanthropic associations in the country. Previously, Sally represented more than 500 nonprofits and foundations as Independent Sector's Government Relations Director, served as Washington advocate for Girl Scouts of the USA, and worked on Capitol Hill for former Rep. Louise Slaughter as Legislative Director and Chief of Staff. She was named by The Hill as a Top Lobbyist for 2021, 2022, and 2023 and as Top 100 Lobbyist in 2022 by The National Institute for Lobbying & Ethics.Nicole Weingartner, Registered Lobbyist
Davidoff Hutcher & Citron LLP - Director, State Government Relations
Nicole L. Weingartner, known as "The Long Island Lobbyist”, has been dedicated to assisting nonprofit organizations with representation at the local, county, state and federal levels of government, securing millions of dollars in funding to essential organizations of Long Island's communities. Nicole provides strategic advocacy support to clients on budgetary, legislative, and regulatory matters as well as the design and implementation of legislative advocacy campaigns. Nicole is a member of the Board of Directors of the AFP Long Island chapter, a Board Member of the AFP PAC and a member of the U.S. Government Relations Committee of AFP Global.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 433-434
The Art and Science of Neurophilanthropy - intersecting neuroscience, psychology and sociology with philanthropy
Eric will leverage his combined 25+ years of work, education, and hundreds of millions of dollars raised to help explore the emerging field of neurophilanthropy, the confluence of neuroscience, psychology, and sociology within fundraising. You will leave knowing how to leverage your donors' identities for better engagement and fundraising.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Eric Frans, CFRE
NeuroImprints - Vice President of Philanthropy
Eric is a highly creative and strategic senior executive with extensive local, national, and international non-profit experience. For over two decades, he has had a consistent track record of training best-in-class teams and receiving 6, 7, and 8-figure gifts based on his recognized expertise in the field of neurophilanthropy. As Vice-President of Philanthropy at Women's College Hospital, Eric oversees all relationship fundraising, as well as gift planning and foundations. Eric is also the leader of NeuroImprints - a leading consulting agency focused on high net-worth relationship fundraising.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 420 - 422
From Young Pro to Emerging Leader: How to Maximize AFP to Build Your Career!
What we are hearing: “Emerging Leaders are jack-of-all-trades, masters of none.” With a projected 10-year growth in the fundraising profession of 14%, emerging leaders need to strategically maximize their growth potential. Hear how four young, diverse professionals catapulted their careers by maximizing their professional experience to become leaders.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Jordan Thomas Foundation - Executive Director
Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.Jarrod Williams, CFRE, MBLI
Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Born and raised in war-torn Bosnia, Dzenan’s humble beginnings were a stepping stone that shaped him into the professional he is today. A resident of a refugee camp and Germany for six years, he and his mother immigrated to the United States when he was nine years old. Dzenan currently has the honor of serving Avera as Chief Philanthropy Officer, and he has served and led teams to raise more than $600 million. Dzenan and his wife, Kelsey, reside in Sioux Falls, South Dakota. He is involved in the community, serving on several regional and international nonprofit boards and committees.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 323-325
Meeting Donors Where They Are to Unlock More Support (Presented by Classy)
Nonprofit fundraising is evolving. Learn how digital communities like GoFundMe are transforming donor engagement by breaking traditional silos, empowering supporters, and creating new channels for community-driven generosity.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Classy - Executive Nonprofit Industry Advisor
Michelle Boggs has more than 15 years’ experience in fund development, community partnerships, team and constituent building and strategy for nonprofit organizations. Michelle currently serves as the Executive Nonprofit Industry Advisor at Classy, an affiliate of GoFundMe and Public Benefit Corporation and giving platform that enables nonprofits to connect supporters with the causes they care about. In this role, Boggs provides deep and practical nonprofit industry expertise and perspective for Classy's go-to-market and sales activities. She also helps shape and guide Classy's vision and point of view on industry trends and topics and serves as an ambassador to Classy.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 423 - 425
Driving Dollars: How to Maximize Your Golf Tournament’s Sponsorships (Presented by GolfStatus)
Sponsorships are the heart of a golf tournament’s fundraising power. This session is a sponsorship deep dive—from crafting a great pitch to building irresistible packages to post-tournament follow-up. You’ll leave with a game plan to crush your sponsorship goals and ideas so good, your sponsors won’t be able to resist
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Golfstatus - Sales and Education Director
Logan Foote has been around the game of golf his whole life, but despite thousands of attempts, he’s never gotten a hole-in-one (except in mini golf). His passion for golf led him to GolfStatus in 2017, where he discovered the sport’s power for good. As Sales and Education Director, Logan oversees a team that works with thousands of nonprofits to maximize their golf fundraisers and is well-known subject matter expert in golf fundraising. He holds a bachelor’s degree in business administration from the University of Nebraska-Lincoln. He lives and golfs in Lincoln, Nebraska with his wife and three sons.Sun, Apr 27, 2025
10:45am - 12:00pm
Room 331-332
20 Years of Women’s Philanthropy Research: Implications for Growing Giving By and For Women
Building on two decades of research on gender and philanthropy, this session will highlight unique insights from the Women's Philanthropy Institute's new research on trends in women's philanthropy since 2000. Attendees will learn about the driving forces behind these changes and gain practical strategies for engaging women in philanthropy.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Indiana University Lilly Family School of Philanthropy - Interim Director, Women's Philanthropy Institute
Jacqueline Ackerman is interim director at the Women’s Philanthropy Institute, which believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership, and generosity from women and men. Her work centers on moving WPI research into action, delivering insights to donors, fundraisers, and sector leaders that grow women’s giving and deepen fundraisers’ engagements with women donors. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Affairs from the Indiana University O’Neill School of Public and Environmental Affairs in Bloomington.Sun, Apr 27, 2025
12:00pm - 12:30pm
Learning Lab 2
Write Smarter, Not Harder: Winning Grants with AI-Powered Proposals (Learning Lab) Presented by Instrumentl
This session explores what drives success, where AI falls short, and how nonprofits can use it to craft stronger proposals, faster. With real-world case studies and a hands-on demo, you’ll leave with immediately actionable strategies.
Audience: Applied
Speakers
Instrumentl - Senior Account Executive
Devon Jackson is a seasoned fundraising and finance professional. At Instrumentl, he guides nonprofits in building strategic, diversified grant portfolios and foundation relationships. Devon serves on the Board of Directors at Chuckanut Health Foundation, envisioning a community “where every child gets a healthy start and every person receives the care they need.” Before Instrumentl, Devon spent over a decade guiding executives in banking strategy and mobile-first technology deployment. A former D1 collegiate athlete, he holds a B.A. in Finance and Entrepreneurial Venture Creation from the University of New Hampshire and previously held FINRA Series 6 & 63 investment licenses.Sun, Apr 27, 2025
12:45pm - 1:15pm
Learning Lab 2
The Retail Therapy Effect: Make Monthly Giving Too Good to Pass Up (Learning Lab) Presented by Donorbox
Education Track(s): Securing the Gift
Speakers
Donorbox - Education & Community Engagement Manager
Jena Lynch is a seasoned professional in the nonprofit sector, working as the Education & Community Engagement Manager at Donorbox. With a focus on education, resources, and fundraising tools, she helps nonprofits make a greater impact in their communities. Jena has extensive experience in development, including volunteer management, peer-to-peer fundraising, donor stewardship and retention, and in-kind donations.Sun, Apr 27, 2025
3:15pm - 3:45pm
Learning Lab 2
Explore The State of Blackbaud Raiser’s Edge NXT (Learning Lab) Presented by Blackbaud
Dive into the latest updates with Blackbaud Raiser's Edge NXT, including the efficient new homepage and the power of integrated Prospect Insights. Uncover how to enhance and personalize your interactions with your supporters in an instant. Designed for frontline fundraisers, this session breaks down the latest and greatest in the world’s most powerful CRM software.
Sun, Apr 27, 2025
3:15pm - 3:35pm
Tech Zone
The 7 Metrics That Matter: Benchmarking Success in Fundraising (Presented by Virtuous)
In this session, we’ll reveal key insights from the latest Virtuous Benchmark Report, exploring 7 metrics that drive fundraising success. Learn how top nonprofits use data to improve donor retention, gift frequency, and performance. Discover trends shaping the sector and gain actionable strategies for smarter, data-driven decision-making.
Speakers
Virtuous Software - CEO
Gabe Cooper is the Founder and CEO of Virtuous, the leading CRM and marketing platform purpose-built for nonprofits. He is also the co-founder of Brushfire Interactive and co-founder of Shotzoom, makers of GolfShot. Gabe has a true passion for creating market-defining software and helping charities reimagine generosity. After serving in a leadership role at a large nonprofit in the early 2000's, Gabe went on to help build a series of successful products in the nonprofit and for-profit sectors. His team's work has been featured by Apple, the NY Times, CNN, Mashable, Forbes, USA Today, and Wired Magazine.Sun, Apr 27, 2025
3:15pm - 3:45pm
Learning Lab 1
Explore The State of Blackbaud Raiser’s Edge NXT (Learning Lab) Presented by Blackbaud
Dive into the latest updates with Blackbaud Raiser's Edge NXT, including the efficient new homepage and integrated Prospect Insights. Uncover how to enhance and personalize your interactions with your supporters in an instant. Designed for frontline fundraisers, this session breaks down the latest in the world's most powerful CRM.
Audience: Applied
Speakers
Blackbaud - Solution Consultant
Julia Wehmeyer is a dedicated Blackbaud Solution Consultant, empowering nonprofit organizations with innovative strategies. Her expertise and passion drive impactful results, helping clients achieve their missions with efficiency and clarity.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 320-322
From Donor-Centered to Community-Centered Fundraising: Results and Learnings from a National Study
Community Centric Fundraising (CCF) is an emerging movement, but does it work? Hear the results of a national study exploring how organizations are aligning fundraising with social justice and racial equity values. This session will share results including trends, impact on donor support, and key lessons for shifting culture.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Elizabeth Dale, PhD
Grand Valley State University - Frey Foundation - Chair for Family Philanthropy
Elizabeth J. Dale, Ph.D., is the Frey Foundation Chair for Family Philanthropy at the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University. A former development director and Certified Fund Raising Executive (CFRE), her research includes social justice philanthropy, giving among women and LGBTQ+ donors, and the intersection of identity and giving. She has published and presented her research nationally and internationally and has provided commentary for The New York Times, Forbes, and The Chronicle of Philanthropy. She holds a Ph.D. in Philanthropic Studies from the Indiana University Lilly Family School of Philanthropy.Maya Hemachandra, CFRE, MPA
Sambar Nonprofit Solutions - Owner & Principal
Maya Hemachandra's mission is to create champions for social change. Her approach blends philanthropy, strategy, and compassion to engage individuals and organizations in addressing poverty and oppression in the Pacific Northwest. Over her 20-year career she has raised millions of dollars in philanthropic and volunteer support for human service and social justice organizations. She is the owner of Sambar Nonprofit Solutions where she helps nonprofit organizations align policies and practices with their anti-racist values. She holds an MPA from the University of Washington’s Evans School of Public Policy and Governance and a Certified Fundraising Executive (CFRE) designation.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 327-329
AFP’s New Code of Ethic- What is it … what can it do for me?
Why do professionals and professions need an Ethical Code? AFP’s Code of Ethics is a living document and baseline that provides structure, guidance and support – for all of these. Participants will review and explore the new code and all the supporting resources available for individuals and chapters to use to develop a deeper understanding of applying and implementing the code in personal and organizational practice. Using interactive cases and group activities, Participants will apply the code – and discuss why there are very few “cut and dried” solutions.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Andrea McManus, AFP Certified Facilitator (formerly AFP Master Trainer)
The Development Group - President & CEO
Nonprofit specialist with a passion for building the capacity of nonprofit organizations and to grow robust, innovative philanthropic relationships with supporters. Committed to the development of the fundraising profession and mentoring younger professionals.Audrey Kintzi, ACFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP
Saint Mary's University of Minnesota - Vice President, Emerita for Advancement and Executive Director of the M. A. in Philanthropy and Development Program
Audrey Kintzi is the Vice President, Emerita for Advancement and the Executive Director of the M. A. in Philanthropy and Development Program at Saint Mary’s University of Minnesota. Kintzi has been working in the development field for 40 years. In 2023, AFP Global named her an AFP Global Distinguished Fellow. Kintzi currently serves as a member of the AFP Research Council, the AFP ICON Education Advisory Committee and the AFP ACFRE Credentialing Board. Kintzi is a certified AFP Master Trainer and holds a Certificate in Philanthropic Psychology (with Distinction) from the Institute for Sustainable Philanthropy.Roberta Healey, ACFRE, MBA, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP
Aurora Philanthropic Consulting - Founding Member
Robbe Healey brings more than four decades of diverse experience, insight, and success to philanthropic fundraising consulting, strategic planning, board governance and non-profit organization management. Highly regarded and sought after, she has worked with more than150 organizations. A member and past chair of the AFP Ethics Committee, she is currently CO-Chair of The AFP Code of Ethic Review Task Force. Committed to community service, she is a Rotarian, and volunteer with three community organizations.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 331-332
How to Ensure Donor Retention Success
Are you seeing low donor retention numbers year after year? Spending thousands of dollars annually to acquire new donors? We will share some of our successes in donor retention in hopes of igniting a thoughtful, engaging conversation in which participants leave with some new tools for their organizations.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Justin Duran, CFRE
Child Crisis Arizona - Vice President of Development & Communications
With more than 20 years of nonprofit experience, Justin leads a talented philanthropic resource development and communications team. Since 2016, he has been connecting a community of supporters with the mission and vision of Child Crisis Arizona. As Vice President of Development and Communications, Justin oversees the agency’s philanthropic and marketing efforts. His passion for the agency’s mission is shown through his efforts in expanding our impact by ensuring a sustainable future through philanthropic giving. Justin holds a bachelor’s degree in Recreation Management from Northern Arizona University and earned his Certified Fundraising Executive (CFRE) certificate in 2019.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 333-334
A Guided Discussion on AI Equity, Adoption, and Utilization in the Workplace
AI is changing fast but are nonprofits keeping up? Discover how you can approach AI to leverage greater capacity. You will gain practical insights and team strategies to begin thinking through what types of work should be transitioned to AI, while which should stay on the “human side” of work.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Meena Das, Master of Science
NamasteData - CEO
Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.Michelle Flores Vryn, CFRE
iNaturalist - Head of Development
Michelle Flores Vryn, CFRE (she/her) is a lifelong learner and cross-sectoral community-builder. Before joining iNaturalist as Head of Development, she worked in conservation missions for endangered species, park protection and nature education. Michelle proudly serves on the AFP Global Board and co-organizes the Community-Centric Fundraising (CCF) Texas Chapter.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 431-432
Put on Your CAP© & Get in Your CAR©: Steering Portfolios in the Right Direction
Do you have a plan to identify who should be in your portfolio and why? Have you determined a pathway for meaningful relational engagement that is both structured and flexible? Join this session to get the tools you need to be more effective in raising much-needed funds for your organization.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham CFRE, serves as the Vice President of Individual Giving for Conservation International. She oversees the efforts of annual, major, and planned giving teams, as well as CI’s Sojourns travel program. Her team raises more than $70M annually and works to enhance the donor’s experience while ensuring a healthy and sustainable donor pipeline across all giving levels. In her spare time, Julie has completed six half-Ironmans, eight marathons, countless half-marathons, and Olympic-distance triathlons. She currently resides in Alexandria, VA with her husband and three kids, and loves spending time in nature.Martha H Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - Hazen and HILT
Martha H. Schumacher, CFRE, ACFRE, MInstF is an avid active listener, philanthropy ambassador, educator, coach, mentor, author, and champion. She is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Martha is an AFP Global Past Chair, founding member of the International Women in Fundraising (IWF), and a Global Advisor to the IWF Purple Mindshift Program. She also serves on the International Rhino Foundation Advisory Board. Martha lives with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 343 - 344
Small but Mighty! Fundraising Planning for Small Fundraising Teams
This interactive and engaging session is built for small fundraising teams and staff who have fundraising as part of their role. We’ll discuss how to make small but impactful shifts in strategies and planning to significantly boost your fundraising success, and fundraising efforts that focus on your organization’s strengths.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Charity Shift - Fundraising Consultant
Sara Hoshooley is a fundraising consultant and coach who LOVES working with small nonprofit organizations and small fundraising teams to create customized fundraising plans that raise more money. As a former small charity Executive Director she understands the unique challenges and opportunities facing small but growing nonprofits. Her unique approach uses each organization's strengths to grow fundraising in an authentic and sustainable way.Jas Jhooty, MA
Independent - Consultant
Both as a direct line fundraiser and consultant, Jas has over 16 years of monthly giving expertise including monthly acquisition, conversion, reactivation, and upgrades through email, digital, direct mail, telefundraising, DRTV, telethons, radiothons, and face-to-face/door-to-door. As a consultant, Jas supports charities of all sizes with fundraising planning, fundraising audits, donor journey mapping, and monthly giving program development and growth.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 347 - 348
Beyond the Pride Flag: Understanding the Complex Dynamics of Philanthropy in the LGBT Community
How the LGBT community interacts with philanthropy is important for any fundraising professional to understand. You will learn about the changing face of LGBT philanthropy from a donor’s and organization's perspective. You will come away with a deeper understanding of how to appeal to this community beyond Pride Month.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Charles Callihan, MA
Heart Strategy Impact - Founder & CEO
C.F. is the Founder and CEO of Heart Strategy Impact, a boutique fundraising consulting firm in Nashville Tennessee. He is a seasoned fundraising professional with over a decade of extensive expertise, leaving an innovative mark on the organizations he has served raising over $15,000,000 in annual fund and special project campaigns. He has previously served in roles at Blennerhasset Island Historical State Park, Lexington History Museum, Indianapolis Museum of Art, Indiana University Jacob’s School of Music, Keep Indianapolis Beautiful, Inc, Music Academy of the West, University of Louisville, Seven Counties Services, Inc., Centerstone, Park Center and the Andrew Jackson Foundation.Brian Williams, MFA
Dandelion Consulting - Founder and CEO
Brian Williams is a seasoned nonprofit leader with over two decades of expertise in fundraising and executive management. He was selected as one of 20 global leaders, in 2009, for United Way Worldwide's Global Resident Fellows Program. Brian's consultancy focuses on empowering arts and LGBTQ+ organizations with budgets under $5 million, leveraging his MFA from the University of Iowa to infuse creativity into creating sustainable growth initiatives and supporting organizations to achieve their goals. His commitment to fostering positive change and maximizing impact underscores his reputation as a trusted advisor and advocate within the nonprofit community.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 427 -429
Red Flags in Fundraising – Been There, Done That (Unfortunately)
This session will equip nonprofit leaders with the insights needed to navigate the complexities of ethical fundraising. Discover practical strategies from leading experts in the field and engage in meaningful dialogue about maintaining the highest standards of ethical practice in your fundraising efforts.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Mary Doorely Simboski, ACFRE, MS
Changing Our World - Senior Managing Director
Mary Doorley Simboski is a senior nonprofit management executive with more than 30 years of experience working in education, healthcare, the arts, and religious and human service organizations. An adjunct instructor at Boston University and Baypath University, she teaches courses in fundraising management. Mary has earned the designation of Advanced Certified Fundraising Executive. She is a current member of AFP's Ethics Committee.Scott Staub, ACFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MPA
Brakeley Search - Managing Director
Scott Staub has, for over 30 years as a nonprofit professional, demonstrated success in building high performing teams, budgeting and financial analysis, problem-solving, and creativity, to achieve measurable results. He has served as both staff and consultant to many nonprofits. He has also served on the boards of Association of Fundraising Professionals, Hawaii Meals on Wheels, Golden Gate University Alumni Association as well leadership positions in Rotary International, at the club and district level. He was recognized as an Outstanding Fund Raising Professional by the AFP-Aloha Chapter and AFP-Silicon Valley Chapter.Joy McKee, ACFRE, MBA
Boston University - Assistant Dean for Development and Alumni Relations, Arts & Sciences
Experienced fundraising, marketing and communications professional with a demonstrated twenty years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations. I’m committed to institutional messaging that connects philanthropists and constituents with their areas of interest so they can make a world of difference. In line with my commitment to the industry, in September 2014 I acquired the Advanced Certified Fundraising Executive (ACFRE) credential, the most rigorous certification process available to development professionals, demonstrating my expertise in organizational leadership, management and ethics. Specialties: Development Operations, Strategic Planning, Communications, Annual Campaigns, Event Management, Solicitation, Marketing, Volunteer Management.Benjamin Mohler, ACFRE, CFRE, MA
GivingThree - Chief Executive and Principal Consultant
Ben Mohler, M.A., CFRE, ACFRE is the chief executive and principal consultant of GivingThree. He has presented frequently over the past twenty years for AFP chapters and several conferences on the state, national, and international stage. Ben is a long-time Certified Fund Raising Executive (CFRE) and earned the Advanced Certified Fundraising Executive (ACFRE) in 2015. He received a master’s degree in philanthropy and development from St. Mary’s University of Minnesota. Ben currently serves on the board of AFP Global. Ben makes his home in Kentucky’s bluegrass region with his wife, Christina, and their four children.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 433-434
Shifting the Paradigm Landscape: Increasing Engagement and Philanthropy Among Alumni of Color
This presentation will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion action plan to embed into their current fundraising initiatives. Participants will leave with the building blocks to create an action plan to improve the donor engagement and giving within their organization.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Brown University - Brown University
Dr. Alyssia Coates is the Senior Director of Development, Inclusive Philanthropic Engagement for Brown University Advancement Division and Advancement Academic Liaison to faculty and administrative leadership. Dr. Coates formerly served for 24 years at the University of Notre Dame in many leadership roles, including regional director of development, senior leader for the enrollment management team, and professor for the college of the first year of studies. Dr. Coates is a certified Maxwell Leadership coach and presents annually for the Council for Advancement and Support of Education, Association of Fundraising Professionals, and the National Association for Diversity Officers in Higher Education.LaDaniel Gatling II, MA, CFRM
Guilford College - Vice President for Advancement and Alumni Relations
LaDaniel “Danny” Gatling II serves as the Vice President for Advancement and Alumni Relations at Guilford College in Greensboro, NC. Prior to Guilford, he served as the Vice President for Institutional Advancement at Bennett College. Gatling has also worked at the University of North Carolina at Chapel Hill, Elon University School of Law, and North Carolina A&T State University. Gatling earned a B.S. degree in Architectural Engineering from North Carolina A&T State University and a M.A. in Philanthropic Studies from Indiana University.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 423 - 425
Bias in Your Fundraising Data: Identify, Mitigate, and Grow (Presented by Fundraise Up)
Discover how to break free from outdated donor stereotypes and expand your nonprofit's reach. This session will reveal cutting-edge technologies to overcome internal biases and create a sustainable, future focused fundraising roadmap. Don't miss the chance to revolutionize your donor strategy and drive impactful change!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Fundraise Up - Chief Community Officer
Salvatore Salpietro, Chief Community Officer at Fundraise Up, is a nonprofit-savvy tech and digital expert. He’s passionate about optimizing generosity and helping close the technology gap in nonprofits. He’s also a frequent speaker (of three languages) at conferences, and all about innovation, efficiency, and analogies.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 345 - 346
Who are “Those People?”: Trauma-Informed Storytelling for Brighter Futures
What happens when we share stories of people like they’re people? What if we stop saying words like “working poor” and focus on words that emphasize empowerment, strength, inclusivity, and resilience? You’ll learn about the principles of trauma-informed care, hope, and how you can share supportive, strengths-based stories to fundraise.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Sunbeam Family Services - Marketing and Development Specialist
Colton Kirton has over 5 years of experience in the nonprofit sector. He is a recipient of the NextGen Under 30 award, recognizing his contributions and leadership in the nonprofit sector within Oklahoma City. Colton is an active member of the Oklahoma City AFP Chapter, where he continues to advance his skills and knowledge in fundraising and marketing. Passionate about making a difference, Colton believes in the power of collaboration to drive positive change and empower communitiesSarah Rahhal, LCSW
Sunbeam Family Services - Chief Executive Officer
Sarah Rahhal is Licensed Clinical Social Worker, has dedicated over 30 years to community service and nonprofit collaboration. She was selected for the 2022 Express Employment International Fellowship Program and serves on the Greater Oklahoma City Chamber's Board of Advisors. Sarah has received numerous awards, including the C.V. Ramana Award and the Journal Record’s Most Admired CEOs of 2023 and 2025. She holds a bachelor's in psychology from the University of Minnesota and a master's in social work from the University of Oklahoma. Sarah is passionate about building brighter futures for children and often speaks on leadership and mental health.
Sunbeam Family Services - Chief Development and Marketing Officer
Angie Doss has nearly 20 years of marketing experience and 16 years in fundraising. She is AFP Oklahoma’s 2024 OKC Outstanding Professional and believes in putting the FUN in fundraising, emphasizing that philanthropy is for everyone. Angie has presented locally and nationally on best practices in fundraising and marketing, including AFP Oklahoma City, the Oklahoma Center for Nonprofits, and Feeding America. A member of Leadership OKC, she has been named to the Journal Record and Oklahoma Gazette’s 40 Under 40 lists. Angie serves on the United Way Emerging Leaders Board and is a LOYAL Class 8 graduate.Sun, Apr 27, 2025
4:00pm - 4:30pm
Learning Lab 1
Win More Grants with AI: Incorporating AI Change Management to Boost Your Grant Program (Learning Lab) Presented by FreeWill
Discover how AI is transforming grant writing and nonprofit fundraising while gaining practical insights for implementing AI in your organization.
Speakers
Carrie Noble, JD
FreeWill - International Account Executive
As the International Account Executive at FreeWill, Carrie Noble helps NGOs, international development organizations, and nonprofits boost their revenue through AI-assisted grant software. With a strong foundation in fundraising, Carrie combines her expertise in problem-solving and empathy to support organizations in their growth. Prior to joining FreeWill, she worked at NAVEX, specializing in helping organizations implement and scale essential ethics and compliance tools. Carrie’s diverse career also includes development roles at Emergency Animal Hospital and the Oregon Health & Science University Foundation; and community volunteer roles with the board of Friends of the Columbia Gorge and Junior League of Portland.
Freewill - Account Executive
Lisa Maxwell-Frieden, J.D. is a career fundraising professional. Since joining the FreeWill team, she has been focused on helping organizations generate more than $10 billion in new planned gifts, stock gifts, and QCD’s from partnering nonprofit organizations. Before joining FreeWill, she was the Vice President for Advancement at Trine University and the Director of Gift Planning at Butler University and DePauw University. An estate planning attorney by training, she found that helping organizations expand their planned giving efforts is her true passion.Sun, Apr 27, 2025
4:00pm - 5:15pm
Signature Room
Meaningful Philanthropy in the 21st Century: The Role of Self in Giving by the Wealthy
The AFP Foundation proudly presents the 2025 Skystone Research Prize winner, Dr. Jen Shang. During the session, Dr. Shang will explore the findings of a significant new study of high-net-worth philanthropists. The study examines why these individuals give. More critically, “WHO they are” when they give and how their experience of giving makes them feel, shaping the meaning they derive from their giving.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Institute for Sustainable Philanthropy - Co-Director
Jen Shang is the world’s first PhD in Philanthropy. She is also the world’s only philanthropic psychologist. Her research has been covered in the New York Times, BBC, The Guardian, the Chronicle of Philanthropy, Advancing Philanthropy and the Nonprofit Times. Jen has been published in numerous academic journals including, the Journal of Marketing Research, Marketing Science, the Economic Journal, Experimental Economics, Organizational Behavior and Human Decision Processes, Nonprofit and Voluntary Sector Quarterly, and Nonprofit Management and LeadershipSun, Apr 27, 2025
4:00pm - 5:15pm
Room 335 - 336
An Eventful Discussion: Exploring the Future of Fundraising Events (Presented by OneCause)
Pull up a chair and join fundraising event experts, planners, and auctioneers for an insightful panel discussion on the latest trends and challenges in event fundraising. Explore strategies to adapt to changing donor preferences, leverage technology, and stay agile, helping your nonprofit navigate and thrive in today’s event fundraising environment.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Human Rights Campaign - Deputy Director of Events
Mike Wilkinson is currently the Deputy Director of Events at the Human Rights Campaign where he works with a team of event fundraising professionals to produce 30 signature fundraising dinners nationwide. He previously worked for health-related non-profit organizations including the National Kidney Foundation and The Leukemia and Lymphoma Society. Mike has worked extensively on creating innovations for on-site fundraising, ticket sales and registration, live and silent auctions and on-stage appeals. Mike and his colleagues at HRC have perfected the live appeal as well as overall event design to maximize the attendee experience in a way that drives revenue results.Jennifer McNulty, MA
TaylorMade Experience - VP of Talent Acquisition
Jen McNulty brings over two decades of development experience supporting nonprofit organizations. As the leader of the Talent Acquisition division at TaylorMade Experience, she also plays a pivotal role in business development and client services. Before returning to TaylorMade Experience, Jen served in many frontline fundraising roles, including a Major Gifts Officer for the Marine Corps Scholarship Foundation, successfully raising over $1.5 million annually for her region. She also held the role of Foundation Director at the Holy Family Hospital Foundation and helped jumpstart strategic fundraising for the Dog Tag, Inc. organization.
Swaim Strategies - Founder
Samantha has more than 20 years of event planning and fundraising expertise. She founded Swaim Strategies, a fundraising event consultancy, in 2004, working internationally with nonprofit organizations to produce impactful events that move missions forward. Samantha is the co-author of “Planning a Successful Major Donor Event,” the founder of the annual Elevate fundraising event conference and co-host of “The Fundraising Elevator” podcast.
OneCause - VP of National Accounts
Emily Newberry is a sales and strategy leader in the nonprofit SaaS world. She’s passionate about technology and the impact it has on people, organizations, and communities. At OneCause, Emily works directly with national nonprofit organizations and their leaders to understand challenges and opportunities and collaborate on ways to engage donors and use technology to meet fundraising and stewardship goals. She works cross-functionally with internal leaders in marketing, product, and operations to ensure we build processes and products for today and tomorrow’s opportunities.Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 323-325
Build Donor Trust To Raise More: Fundraising and Finance Collaboration (Presented by Blackbaud)
Unlock the secrets to donor trust! Join us to learn actionable strategies for showcasing your nonprofit's transparency. Master the art of collaboration between Fundraising and Finance to present a transparent financial story. You'll get actionable steps and real-life examples to transform your approach to grow lasting donor relationships.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Blackbaud - Principal Product Marketing Manager
In 2017, Heather LeVan joined Blackbaud as a Solutions Engineer, specializing in Financial Edge NXT and Raiser’s Edge NXT. With 16 years of experience in the nonprofit sector, Heather held key positions of Director of Development and Chief Financial Officer within higher education, public education, and cancer research. During her tenure in nonprofit, she utilized Blackbaud products for 11 years. In 2021, Heather transitioned to Blackbaud Marketing, merging her passion for nonprofits, technology, and storytelling. Heather holds a Bachelor of Science in Business Management (University of Phoenix) and a Master's degree in Community Leadership and Nonprofit Management (Westminster University).Sun, Apr 27, 2025
4:00pm - 5:15pm
Room 420 - 422
Back to the Future in your Next Fundraising Plan: Techniques for Near-Term & Long-Term Fundraising Growth (Presented by Bloomerang)
Hop in our fundraising DeLorean! "Roads? Where we’re going, we won’t need roads!" Join us to future-proof your 2025 plan. We'll navigate data, strategy, and AI, ensuring your fundraising hits 88 mph towards sustainable success. No flux capacitor required, just your brilliant mind!
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Bloomerang - Chief Marketing Officer
As the Chief Marketing Officer at Bloomerang, Ann is responsible for the company's overall thought leadership, brand, marketing and community outreach programs that work to strengthen relationships with customers and the broader nonprofit community. Ann brings with her more than 24 years of experience in business-to-business (B2B) marketing in the technology industry, including time spent working at a nonprofit organization. Prior to Bloomerang, Ann spent two years as an independent marketing consultant for high-growth, B2B Software as a service (SaaS) businesses and was named one of the “Top Women Leaders in SaaS of 2018.Hannah Berger, CFRE
The Philanthropy Coach, LLC - President, The Philanthropy Coach
Hannah provides coaching and consulting that is derived from 20+ years of experience as a professional fundraiser, non-profit executive, campaign consultant and board member. After a decade of “side hustle” consulting while in senior Development roles, Hannah founded The Philanthropy Coach - a boutique firm that empowers, trains and connects to change makers to permanently improve fundraising. Hannah has proudly supported dozens of nonprofit organizations in raising more than $150M, specializing in major expansion campaigns, board recruitment and development, program restructuring initiatives and the creation of strategic development plans. Hannah is the current Co-President of the AFP Greater LA Chapter.Alice Ferris, ACFRE, CFRE, MBA