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.
Mon, Apr 28, 2025
8:00am - 9:15am
Room 320-322
Do you have to ASK? YES! ...and No!
"How do I ask for major gifts?" That depends on your relationship! Join ASK Experts Pam and Marcy to journey from strangers to cherished benefactors. Learn to ask to grow relationships from FIRST appointment to comfortable conversations leading to major investments. Marcy will sing. Pam will shine!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Pamela Perkins Dwyer, MA, CFRM
Los Angelos Master Chorale - Director of Major Gifts
Pamela is an accomplished fundraising executive with extensive experience spanning major gifts, capital campaigns, board engagement, strategic planning, and financial management. Her expertise in donor stewardship has been pivotal in securing significant contributions throughout her career. Pamela currently serves as Director of Major Gifts for the Los Angeles Master Chorale, a distinguished resident company of The Music Center in Los Angeles. In addition, she holds a position on the AFP US Foundation Board of Directors. Pamela earned a Master of Science from Boston University and a Bachelor of Arts from Howard UniversityMarcy Heim, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), CSP - Certified Speaking Professional, PLCC Professional Life Coaching Certification UW Madison
The Artful Asker - CEO
A 30-year major-giving expert, international consultant, and author, Marcy Heim, CEO, The Artful Asker, has inspired Leadership, Boards, and Fundraisers with mindset/method tools for multi-million-dollar, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” After 2 decades raising major gifts at UW-Madison and through a $1.8B campaign, she now consults all sizes/sector shops. AFP Master Trainer, CASE Crystal Apple recipient, Marcy’s high-energy sessions renew your zest for fundraising and life.Mon, Apr 28, 2025
8:00am - 9:15am
Room 327-329
Using Storylistening and Storyweaving to Discover Donor Values and Raise More Gifts
Transform your fundraising! In this session, learn to unlock the power of connection-based fundraising through Storylistening and Storyweaving. Deepen donor relationships as you uncover their personal stories, values, and identities. Then, through conversation, learn to weave them together with mission impact for irresistible asks and successfully secured major gifts.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Beth Ann Locke, AFP Certified Facilitator (formerly AFP Master Trainer)
The Fundraiser Coach - Chief Spark
Beth Ann Locke brings over 30 years of accomplished fundraising experience in the U.S. and Canada to her work as “The Fundraiser Coach”. Rooted in Seattle and now based in Vancouver, BC, Beth Ann is highly regarded for coaching, training, and guiding fundraisers and nonprofit leaders to secure major gifts and amplify their impact. Her connection-based approach empowers fundraisers to cultivate donors for significant major and principal gifts. With a reputation for insightful donor strategies and actionable tactics, Beth Ann equips individuals and teams with the tools to become catalysts for changeMon, Apr 28, 2025
8:00am - 9:15am
Room 331-332
Using Donor Research to Grow Your Income AND Increase the Diversity of Your Donor Base
This session will present key findings from donor research done by Amnesty International in 2022, tracking progress from an earlier survey in 2012. During that interval, racial diversity of the organization's donor base increased by 55%, and donor engagement also increased. Data collection using an equity lens will be covered.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Rosemary Oliver, CFRE
Canadian Civil Liberties Association - Advancement Director
Rosemary joined the Canadian Civil Liberties Association as Advancement Director in 2022. Rosemary was previously the Fundraising Director at Amnesty International (Canada) for 23 years and spent seven years leading Greenpeace's fundraising program. Rosemary has also raised funds for Oxfam and a small multicultural hospital. Rosemary is passionate about donor research and using research findings to develop communications and stewardship programs that result in higher levels of retention, giving and diversity of supporter bases.Marie-Helene Boubane, CFRE
Amnesty International Canada - Fundraising Director
Marie-Hélène is a seasoned nonprofit leader with over 20 years of fundraising expertise. As the Director of Fundraising at Amnesty International Canada, she oversees a diverse portfolio spanning Major Gifts, Legacy Giving, Digital, and Monthly Giving. Her impressive track record includes roles at respected organizations like MSF and CARE Canada, where she honed her skills in Annual Giving, Monthly Giving, and Donor Services. Marie-Hélène's unwavering commitment to social impact drives her to maximize resources and deliver exceptional results for the causes she champions.Mon, Apr 28, 2025
8:00am - 9:15am
Room 335 - 336
The Campaign Doctor - How to Treat an Ailing Campaign
Almost every campaign -- whether it is an annual fund drive or capital campaign -- can hit a plateau, or start to fall apart completely. In this interactive session, we’ll review proven tactics that you can implement if it looks like you won't make your goal.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Caroline Bott, MPA
Virginia Fundraising Consultants - Senior Executive Consultant
Caroline is an experienced nonprofit administrator and fundraising professional who has spent more than two decades working in the educational, environmental, health, economic development, and public service sectors. Her areas of expertise include fundraising, strategic planning, and governance. As both a development professional and a consultant, Caroline has helped numerous organizations throughout the mid-Atlantic region fulfill their missions through philanthropy and capacity-building efforts. Caroline has an undergraduate degree from Randolph-Macon College and a Master of Public Administration degree, with a focus on Non-Profit Management, from Virginia Polytechnic Institute and State University.
Virginia Fundraising Consultants - Virginia Fundraising Consultants
Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years. As Founder and President of Virginia Fundraising Consultants, Virginia has crafted and implemented plans for dozens of successful fundraising campaigns that have regularly exceeded their goal. Virginia is a longstanding member of the Association of Fundraising Professionals, where she currently serves on the Board and as chair of the Ethics committee.Mon, Apr 28, 2025
8:00am - 9:15am
Room 431-432
People-Centric Leadership for your Development Team: 7 Strategies for Fundraising Success
Join us for an exclusive session on "People-Centric Leadership for your Development Team: 7 Strategies for Fundraising Success." Discover the power of fostering a team-driven culture, setting achievable goals, and celebrating milestones together. Learn how to listen to your team, adapt strategies, and keep everyone accountable for maximum impact.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Melissa Kham, MPA
Library Foundation of Los Angeles - Chief Development Officer
Melissa brings 18 years of expertise as a fundraising and strategic planning professional. She has held senior positions at non-profits including Alzheimer’s Los Angeles, PATH (People Assisting the Homeless), Los Angeles Economic Development Corp, and her current role as CDO of Library Foundation of Los Angeles. Melissa has raised more than $60 million in philanthropic giving and has led teams into their next phase of fundraising success. She holds an MPA in Nonprofit Management from Cal State Northridge and a BA in Spanish and Chicana/o Studies from Loyola Marymount University.Mon, Apr 28, 2025
8:00am - 9:15am
Room 345 - 346
Hidden Gems: Finding Legacy Prospects (and more) Within Your Database
Data shows an organization only knows about a third of the people who have committed to legacy gifts prior to their passing- so how do you identify the two thirds you don’t know about? Learn how to use the data you already have to identify ideal legacy donors.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Carolyn Soule, MS
The Nature Conservancy - Associate Director of Development for New Hampshire
Carolyn Soule, MS, is an experienced and results-driven fundraiser with a demonstrated history of success spanning over a decade within the arts and culture sector. Armed with a Master's degree in Strategic Fundraising and Philanthropy, she brings strategic insight and expertise in legacy giving and campaign fundraising. Her track record includes spearheading impactful initiatives that have significantly contributed to the growth and sustainability of organizations. Carolyn is committed to fostering meaningful connections and cultivating lasting relationships with donors, and excels in utilizing data to inspire philanthropic support.Mon, Apr 28, 2025
8:00am - 9:15am
Room 420 - 422
Brandraising: Leveraging Your Brand to Raise Funds In a Down Economy
Leverage your brand to boost fundraising efforts in a down economy. Strong branding elevates donor engagement, lifts fundraising success, and fortifies stakeholder connections, all without stretching your budget. This session equips you with five tools to immediately uplift your brand strategy. Plus, we'll review our exclusive fundraising survey results.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
KidGlov - President and Chief Strategist
Few can match Lyn Wineman’s passion for marketing—or for helping change-makers do more good in the world. As the founder, president, and chief strategist of the full-service advertising agency KidGlov, she has created a space where both of these passions flourish. Lyn’s talented team is known for putting the megaphone in front of those leading positive change. KidGlov earned its Certified B-Corp status in 2021, proof of their commitment to social and environmental excellence. Lyn is also the host of the Agency for Change podcast, yet another forum to amplify the voice of changemakers everywhere.Mon, Apr 28, 2025
8:00am - 9:15am
Room 423 - 425
Simplify: Elevate Your Fundraising with Clear Cultivation, Communication, and Strategy
"Simplify" redefines success in fundraising. Learn to craft impactful cultivation plans, master storytelling for donor engagement, and enhance communication strategies. Streamline your approach for clarity and effectiveness, ensuring lasting impact in your fundraising efforts.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Mon, Apr 28, 2025
8:00am - 9:15am
Signature Room
A Wide Journey: Embedding Welcome, Inclusion, Diversity and Equity in Organizational Culture
Executive leaders, fundraisers and consultants recount lessons from one organization’s multi-year journey of embedding a welcoming, inclusive, diverse and equitable culture. More than a strategic priority, this case study shares the approach used, stakeholder voices lifted, philanthropic funding secured, and outcomes achieved toward a WIDE way of being.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Ryan Roemerman, BS
Lexicon Strategies - Partner
Ryan Roemerman is a partner at Lexicon Strategies, consulting with organizations advancing equity and social impact. He leads projects from concept to practice for collaborative transformation. Ryan began his career co-founding an Iowa nonprofit that built coalitions to pass safe school and civil rights laws by helping young LGBTQ people tell their stories to motivate legislative action. Ryan was the founding executive director for the Atlanta-based National Center for Civil and Human Rights LGBTQ Institute, served as an advisor for the Community Foundation of Greater Atlanta, and as the Atlanta Mayor's LGBTQ Advisory Board co-chair.
Cornerstones of Care - President & CEO
Merideth Rose is President/CEO of Cornerstones of Care, whose mission, partnering for safe and healthy communities, provides trauma-responsive care to 15,000 children and families across Kansas and Missouri. Previously Rose held roles with Community Services League and the Independence (Mo) School District leading pandemic response, strategic planning and diversity initiatives and was a Public Affairs Officer for FEMA. Rose is a board member of the Health Forward Foundation, Truman Heartland Community Foundation and Park University Trustee. Her civic leadership was recognized in 2023 by the Kansas City Royals with the Buck O’Neil Legacy Award.Jenna Wright, MA, PhD, Certified Professional Diversity Coach (CPDC)
Dynamic Transformations LLC - Founder and Principal Consultant
Jenna Ortiz is founder and principal consultant for Dynamic Transformations, which guides groups to create more empathetic and efficient work environments. As a practitioner, coach, strategist and systems guru, Jenna helps individuals show up fully to engage in DEI work. She is a Certified Professional Diversity Coach (CPDC) who supports leader DEI growth for successful, intentional organizational change to occur. She earned degrees from Virginia Commonwealth University and The New School, received a certificate in Workplace Ethical and Inclusive Leadership from the University of South Florida and is a doctoral candidate in organizational leadership development at the University of Arizona.Chad Harris, CAE, PhD
Cornerstones of Care - Chief Development Officer
Dr. Chad E. Harris, CAE, is Chief Development Officer of Cornerstones of Care, a mental and behavioral healthcare agency, which annually helps 15,000 children and families heal from trauma, based in Kansas City, Mo. Previously Harris served as FarmHouse International Fraternity's President/CEO and professional roles in higher education advancement at the Indiana University Foundation and Wisconsin Alumni Association. He is past president of AFP Greater Kansas City and the KC Society of Association Executives. He is a graduate of Iowa State University (BS), Indiana University-Bloomington (MS) and received his doctorate in organizational leadership from the University of Missouri.Mon, Apr 28, 2025
8:00am - 9:15am
Room 433-434
True Partnerships: How to Build Equitable Partnerships and How They Can Elevate Fundraising
Funders often see partnerships between organizations as a positive sign of a collaborative community, yet partnerships as a practice are still underexplored. Join us as we learn what true partnerships look like and discuss how to build partnerships to attract values-aligned funders!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Movement Strategy Center - Development Assistant
Liyen’s work as an artist, community organizer, and development professional lies at the intersection of culture and social impact. In her first six months as a fundraiser, her work raised a historic $1.25 million dollar grant for a partnership between a museum and the historic Houston Freedmen’s Town. She has built broad-based coalitions centering BIPOC and historically marginalized communities’ interests. Along with Patrice Shumate, she is a co-founder and organizer for More Than Grant Writers, a community of learning and practice to help grant writers discover their positional power and collaborate on ways to further social justice.
Movement Strategy Center - Director of Institutional Giving
Marcus is a Community-Centered Fundraiser and organizer for the CCF movement. He is the Director of Institutional Giving at the Movement Strategy Center, which provides values-aligned infrastructure for BIPOC and women-led organizations working towards a Just Transition. In his role, he builds healthy, community-centered relationships with institutional funders to support MSC's core operations and its intermediary regranting and fiscal sponsorship services. Born and raised in Dallas, TX, and currently based in El Paso, TX, Marcus holds a BBA, Management from The University of Texas Rio Grande Valley.,Marcus is a Community-Centered Fundraiser and organizer for the CCF movement. He is the Director of Institutional Giving at the Movement Strategy Center, which provides values-aligned infrastructure for BIPOC and women-led organizations working towards a Just Transition. In his role, he builds healthy, community-centered relationships with institutional funders to support MSC's core operations and its intermediary regranting and fiscal sponsorship services. Born and raised in Dallas, TX, and currently based in El Paso, TX, Marcus holds a BBA, Management from The University of Texas Rio Grande Valley.Mon, Apr 28, 2025
8:00am - 9:15am
Room 427 -429
Fundraising Career Success: Strategies from 2024 AFP Young Professional Awardees
Learn to navigate the fundraising career by cultivating a supportive community and advocating for necessary resources. With high turnover rates, support for young professionals is vital. Gain insights from AFP Outstanding Young Professionals on utilizing AFP, community networks, and educational resources to advance your career while preventing burnout.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
ACLU - Associate Director, Donor Acquisition & Reinstatement
Madeleine Durante is a resource mobilizer for social justice. With over a decade of social justice fundraising experience, Madeleine currently leads the ACLU's donor acquisition and reinstatement program. Prior to the ACLU, she led donor retention and midlevel giving at MoveOn and Planned Parenthood's national office, successfully leading donor programs, establishing and scaling channels, and co-chairing PPFA's LGBTQ employee resource group. Madeleine is a board alumni and volunteers with the New York Abortion Access Fund, and received AFP-Global’s 2024 Outstanding Young Professional Award.Ryan Zapolski, CFRE
Smile Train - Director, Development
Ryan Zapolski, CFRE, is a Director of Development at the New York-based nonprofit Smile Train, Inc. He currently serves on the board of AFP Greater Cleveland and earned recognition as one of AFP's Outstanding Young Professionals in 2024. A lifelong fundraiser, Ryan has held roles in higher education and global healthcare. Committed to civic engagement, he also volunteers for the Cleveland Leadership Center, Big Brothers Big Sisters, and College Now Greater Cleveland.
Carlos Rosario International School - Associate Director of Development
Dimetri O'Brien, a seasoned fundraising and communications expert in DC, boasts over a decade in non-profit development. With a diverse career spanning public and private sectors, including roles at The United Nations and Facebook, he's shaped national and international initiatives. Currently, Dimetri serves as Associate Director of Development at Carlos Rosario International School, crafting innovative solutions for educational advancement. His dedication and expertise are instrumental in creating new opportunities and brighter futures for learners from diverse backgrounds.Mon, Apr 28, 2025
8:00am - 9:15am
Room 333-334
Who Needs Ethics When I’ve Got To Plunge The Toilet??!?!?!
Join us for a practical session on the hows and whys of ethical behavior when it seems to be at the bottom of the daily to-do list. Learn how ethics influences staff, volunteers, and donors and how engaging on social media ethically can boost your engagement.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Annie Fritschner, ACFRE, MBA - Volunteer Leader
Annie Fritschner, ACFRE, MBA is a member of the AFP USA Foundation Board, and an active volunteer consultant for Catchafire NGOs throughout the world. She has been in fundraising as a practitioner and consultant since 1978 and has worked in all aspects of the Independent Sector including faith based, small shop, education, environmental. arts, healthcare, political and community-based fundraising. She is an Athena Leadership Award recipient for her work serving women and the vulnerable.Mon, Apr 28, 2025
8:00am - 9:15am
Room 343 - 344
Mission Retainable: Donor Engagement and Loyalty Strategies to Ignite a Connection and Raise More (Presented by Bloomerang)
Boost donor loyalty! Learn actionable strategies from fundraising experts Meena Das, Barbara O’Reilly, and Chad Barger. Discover research-backed techniques to increase retention and recurring gifts. Transform your fundraising results at AFP ICON 2025!
Education Track(s): Securing the Gift , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Audience: Applied
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.
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.
Mon, Apr 28, 2025
8:00am - 9:15am
Room 323-325
Maximizing Philanthropic Impact: Stewarding Mid-Level Donors to Cultivate Major Gift Pipelines
Dive into effective stewardship of mid-level donors to boost major gift pipelines and ensure nonprofit growth. Attendees learn to tailor strategies based on donor motivations, preferences, and capacity, fostering deeper engagement. Real-world examples demonstrate how strategic stewardship can elevate philanthropic involvement, driving sustainable fundraising success.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Jeff Grandy, M.Ed.
Catapult Fundraising - Vice President of Client Development
Over 15 years of non-profit leadership experience, emphasizing ethics and IDEA principles. As a fundraising consultant for renowned institutions and a leader on the Catapult Fundraising team across the Greater Gulf Coast, he exemplifies strategic leadership. Jeff also instructs at the University of Nevada, Las Vegas, and mentors at Rice University's Center of Philanthropy. Active in AFP Las Vegas and President of AFP Texas Coastal Bend, Jeff integrates ethics and IDEA into program plans, committee agendas and chapter messaging. Through his commitment to ethical conduct and inclusive practices, Jeff fosters environments that promote diversity, equity, and accessibility inMon, Apr 28, 2025
9:15am - 9:45am
Learning Lab 2
Scaling Personalized Stewardship to Drive Greater Fundraising Impact (Learning Lab) Presented by Haku Sports
Fundraising success comes from meaningful connections, not just reaching more donors. But how can nonprofits scale one-to-one stewardship efficiently? This interactive session explores how technology empowers organizations to personalize donor relationships, enhance peer-to-peer engagement, and drive stronger fundraising outcomes—without overburdening their teams.
Audience: Applied
Speakers
Haku Sports - Chief Strategy Officer
With a deep background in product design and strategy, Jackie has played a pivotal role in shaping innovative solutions that empower organizations to connect with their communities more effectively. Before entering the world of events and nonprofits, Jackie led product design and strategy initiatives across various technology sectors, including healthcare tech and fintech. Throughout her career, she has been instrumental in designing and developing products used by millions of users, facilitating billions of dollars in transactions. A passionate advocate for technology-driven impact, Jackie brings a wealth of experience in scaling products, driving user engagement, and transforming industries through strategic innovation.Mon, Apr 28, 2025
9:15am - 9:45am
Learning Lab 1
AFP Membership, What’s in it for me? ( Learning Lab)
Current and prospective AFP members will learn about key benefits of membership including professional development, local events, mentorship and volunteer opportunities, publications, leadership training, and more. Find out how you can maximize the value of your professional involvement while meeting your AFP peers!
Audience: Introductory/Foundational
Speakers
AFP - Senior Director of Membership at AFP Global
Nakera is currently the Senior Director of Membership at AFP Global responsible for leading the membership department as well as the overall AFP membership strategy to generate membership revenue and increased awareness of AFP member benefits and participation in AFP programs. Over the years she supported numerous non-profit associations and was responsible for developing and managing membership strategy, initiatives, programs and staff, as well as strengthening their processes focused on increasing engagement, recruitment, retention and membership dues revenue. Nakera holds a Bachelor of Science (BS) in public health degree from Old Dominion University and a Project ManagementMon, Apr 28, 2025
10:00am - 10:30am
Learning Lab 2
The Relationship Loop: Stewarding Your Constituents Effectively (Learning Lab) Presented by DonorDock
People won’t stay loyal to your cause just because you’ve got good intentions—In this talk, Matt will share four intentional steps to continuously adapt and grow your connections. It’s not some complicated blueprint, just a human approach to fostering connections that matter.
Audience: Introductory/Foundational
Speakers
Matt Bitzegaio, MA, MBA
DonorDock - CEO
Matt is the co-founder of DonorDock, a CRM built for small and growing nonprofits. Prior to founding DonorDock, Matt gained broad experience in the technology industry including leading a Microsoft Dynamics consulting business and ISV, IT leadership positions, and software architecture and development roles. Matt holds an MBA and earned a bachelor’s degree in Information Technology. Matt and his family live in West Fargo, ND.Mon, Apr 28, 2025
10:00am - 10:30am
Learning Lab 1
Golf Fundraising Made Easy: Simplify Planning & Boost Results (Learning Lab) Presented by GolfStatus
Hear how you can make your next golf event the best one yet! GolfStatus is the leading platform for charity golf tournaments and fundraisers. Discover how the intuitive platform makes organizing and executing a successful golf fundraiser easier than ever, with no-cost solutions that save time and raise more money.
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.Mon, Apr 28, 2025
10:15am - 11:30am
Room 323-325
Leveraging the Art of StorySelling to Grow Your Major or Planned Giving Program
Boost your fundraising revenue through becoming a Better StorySeller! Gain vital skills in solicitation and stewardship, refine your elevator speeches, articulate funding priorities effectively, and vividly showcase philanthropic impact. Don't miss this opportunity to enhance your fundraising prowess and secure major and planned gifts with confidence.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Carlo Laurore, CFRE, CFP® CHFC® CLU® RICP® AEP® CAP®
Boy Scouts of America - Senior Vice President, Development
Carlo Laurore is the Senior Vice President of Development for the Boy Scouts of America & the Executive Director of the National Boy Scouts of America Foundation. Carlo has worked for the BSA for over a decade serving in a variety of roles. Currently, he leads the national fundraising efforts for the BSA Office of Development, including principal and major gifts. Carlo also provides leadership for alumni, restricted funds and endowment management, and fundraising educational initiatives. Carlo is a current Executive Committee member of the National Association of Charitable Gift Planners Board and the 2024 CGP National Conference Chair.Mon, Apr 28, 2025
10:15am - 11:30am
Room 331-332
What Do Middle Donors Really Want - A Landmark Study
Attend this important briefing on a landmark study of the attitudes and preferences of more than 5900 midlevel donors from 36 different organizations. The study has yielded critical information for fundraisers looking to recruit, retain and upgrade this loyal and generous donor group.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Mark Rovner, JD, PCC
Sea Change Strategies - Principal
Mark is founder and principal at Sea Change Strategies, a research, coaching and fundraising practice serving non-profits. In his best-selling book Tribes, Seth Godin called Mark a “fundraising heretic” and a leader in the field of non-profit communications. Mark describes himself as a fundraiser who cares more about the donors and the fundraisers than the money itself. Mark works primarily with mid-level fundraisers and has co-authored multiple studies on the state of mid-level fundraising, including the latest study of nearly 6,000 mid-level donors from 36 organizations. Mark is a certified coach and holds a Law degree from Georgetown University.Alia McKee, MA
Sea Change Strategies - Principal
Alia McKee is co-principal of Sea Change Strategies. She is a veteran fundraising strategist with strategic chops and practical “in the trenches” experience developing brand-perfect fundraising strategies and campaigns. Clients have included: Planned Parenthood Federation of America, Population Services International, Everytown for Gun Safety, MoveOn, National Audubon Society, among others. Alia is a noted speaker, author and blogger. Her work has been featured in Forbes, NPR and The Chronicle of Philanthropy. Alia earned her Masters in Public Affairs and an MSW from University of Texas at Austin.Mon, Apr 28, 2025
10:15am - 11:30am
Room 333-334
Demystifying Donor-Advised Funds: How to connect with DAF donors (Presented by Fidelity)
In this session, you will learn how donor-advised funds have set new records in giving and why understanding DAF donors—and how to work with them—is a strategy every fundraiser should perfect. You’ll learn the basics of donor-advised funds, how and why donors use them, and five ways your nonprofit can reach DAF donors.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Fidelity Charitable - Head of Marketing
Amy Pirozzolo is the Head of Marketing at Fidelity Charitable®, an independent public charity that has helped donors support nearly one-third of all U.S. nonprofits with more than $85 billion in grants. Experienced in both consumer and business-to-business marketing at marquee brands across a variety of industries, Amy is responsible for leading all aspects of marketing for Fidelity Charitable®, including driving awareness for donor-advised funds, fundraising support, donor and nonprofit engagement strategy, and new program launches.Mon, Apr 28, 2025
10:15am - 11:30am
Room 335 - 336
Fundraiser Burnout and Attrition - Are We Looking After Ourselves and Our Colleagues??
Who is investing in the lifetime value of committed fundraisers and how would we do this? We are tracking footprints of self-reflected fundraising leadership to lead people, inspire lives and carry the torch of great leadership by leading through humanity. Let's explore this together.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Daryl Upsall, MA, FCIoF
Daryl Upsall International - President
Founder and President of Daryl Upsall International based in Madrid, Daryl has 40 years working with over 240 non-profits in 80 countries. Known for his leadership and innovation; for pioneering digital fundraising and as a co-creator of face to face fundraising during the 1990s when leading Greenpeace International fundraising. Daryl has spoken at conferences in 34 countries and writes for the leading non-profit journals. He is a Fellow of the UK Chartered Institute of Fundraising and former Vice-Chair, the Association of Fundraising Professionals and a Masters Degree from Cambridge University.Mon, Apr 28, 2025
10:15am - 11:30am
Room 431-432
How To Be a Game-Changing Badass
Many of us aspire to be dynamic change agents in our work and lives. But the percentage of leaders and organizations who rate well in strategy and execution of strategy is incredibly low. In this engaging, fun and thought-provoking session, you will explore successful pathways to transformational change.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Monica Grant, CFRE, MS Organizational Leadership
Monica Grant Consulting - Organizational/Fundraising Consultant
Known for engaging sessions, Monica Grant, CFRE, is an organizational and fundraising consultant. She is the former Chief Resource Development Officer for the Channel Islands YMCA, and served as the CEO of the San Luis Obispo County YMCA. Monica has thirty years of experience as a nonprofit leader, including YMCAs in California and Hawaii, UC Santa Cruz, The Nature Conservancy, United Way, and Sierra Club. She serves on the AFP Global Board of Directors and is Past President and founding board member of the AFP San Luis Obispo County Chapter. She lives in California with her wife and son.Mon, Apr 28, 2025
10:15am - 11:30am
Room 343 - 344
Developing an Integrated Fundraising Pipeline From Acquisition to Transformational Gifts
Unlock the Secrets to Fundraising Success! Are you ready to embark on a transformative journey that will revolutionize your organization's fundraising efforts from the ground up? This session is tailored to equip you with the tools, strategies, and insights needed to thrive in today's dynamic philanthropic
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Canadian Cancer Society - Vice President, Mass Marketing
Acknowledged for her leadership in building key relationships and driving exceptional performance, while focused on solutions that address the primary business objectives and revenue goals,Taslina brings vision and strategy to life and evolving innovative ideas that are adopted by the market. He areas of expertise include marketing communications, leadership, stakeholder relations, new business development and operational and financial management. Taslina actively builds strategic partnerships and supports teams by identifying opportunities based on research and data, paired with proven industry strategies, to activate and unlock new revenue streams.Sofia Janmohamed, CFRE, MBA
Simon Fraser University - Executive Director, Development
Sofia is the Executive Director, Development at Simon Fraser University. Her role provides executive leadership in major giving, faculty fundraising, gift and estate planning and principal giving. Sofia serves on the CASE District VIII Cabinet and is on the Board of Directors of the AFP Canada. She previously served as the AFP Greater Vancouver Chapter President. Sofia obtained her CFRE in 2010 and completed her MBA in 2016. She is an AFP instructor, mentor, and a contributing author to Excellence in Fundraising in Canada Volume 1 Second Edition. Sofia was awarded Outstanding Fundraising Professional by Charity Village in 2021.Mon, Apr 28, 2025
10:15am - 11:30am
Room 345 - 346
Cultivate Connections: Elevate Donor Relationships Through Strategic Communication and Turnkey Tools
Join The Philanthropy Coach Founder, Hannah Berger, and APCH Marketing Manager, Maggie Stillman, to learn how to create donor communications that are effective, and less burdensome for your team. This session includes a case study, live coaching and the opportunity to begin creating new effective, donor materials in real time!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Heluna Health - Communications Specialist
Maggie is a Communications professional with experience in social media, digital and print media, and donor relations. As the Communications Specialist at Heluna Health, Maggie supports a range of internal and external communications efforts, amplifying the organization's work through strategic storytelling. Throughout her career, Maggie has combined her communications skills with her passion for community building, using effective messaging to engage audiences and drive impact. Maggie holds a Bachelor's Degree in Psychology from Hunter College, CUNY, and a certification in Nonprofit Marketing and Communications from Arizona State University.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.Mon, Apr 28, 2025
10:15am - 11:30am
Room 347 - 348
The Future of Fundraising: Adapting to the New Reality of Donor Expectations and Digital Transformation (Presented by GiveSmart by Momentive Software)
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Tirrah Switzer, MBA
Momentive Software - VP of Product Marketing
Tirrah Switzer is the VP of Product Marketing at Momentive Software, where she leads market intelligence, go-to-market strategy, and messaging for a portfolio of 15 products. With a passion for nonprofit sector challenges, she co-authored 10 research studies on nonprofit member engagement, loyalty, and digital evolution trends. Her background includes leading volunteer management, membership fundraising, individual giving, and program development for several nonprofits. She stays at the forefront of industry trends, driving product and research initiatives that help nonprofits achieve their missions and enhance their impact.Mon, Apr 28, 2025
10:15am - 11:30am
Room 427 -429
Beyond the Basics: Using the AFP Code of Ethics and Member Code of Conduct
Fair and ethical conduct is the foundation of professionalism and vital to maintaining integrity in fundraising. Join members of the AFP Ethics Committee and Member Code of Conduct Committee to learn how to foster trust within our industry through the understanding and application of the new AFP Member Code of Conduct and recently updated AFP Code of Ethics.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Boys & Girls Clubs of the Valley - Senior Vice President of Advancement
John Scola has nearly 40-year’s of success with foundations, healthcare, social service, faith-based and education organizations. He is SVP Advancement with Boys & Girls Clubs of the Valley, leading a $23 million resource development program. John holds a B.A. from the University of Dallas, later serving on its Board of Trustees. He is a Master Teacher through the Faculty Training Academy of the AFP and is a past recipient of his chapter’s Outstanding Executive Award.Jaye Lopez Van Soest, CFRE
Flourishing, LLC - Principal
A strategic leader with a proven track record in nonprofit management and fundraising, Jaye has dedicated over 25 years to driving positive change through fundraising efforts in education, advocacy, food security, the performing arts, and accessibility. Jaye is committed to helping nonprofits grow smartly.Amy Rowell, EdD
COA Youth & Family Centers - Executive Director
Dr. Amy Rowell is an accomplished nonprofit leader and educator. She holds a Bachelor of Arts in Education and a Master of Arts in Public Service from Marquette University, and a Doctorate in Education from Alverno College. Amy serves COA Youth & Family Centers as executive director and is an adjunct instructor in the graduate school at Marquette University. She serves the AFP Southeastern Wisconsin as the chapter’s immediate past president and AFP Global as a member of the Code of Conduct committee.
WomanCare Global - VP Development
Joyce Mitchell-Antoine is currently VP for Development at Planned Parenthood South Atlantic. She is accomplished in major gifts, strategic fundraising planning, expanding development programs, and volunteer training. Joyce is the Immediate Past Chair of the AFP Global Ethics Committee and is a member of the AFP Foundation Fundraising Board.Theresa Fleck, CAE, CFRE, MA, EdD, CNP
Logan University - Vice President of Institutional Advancement
Theresa Fleck, EdD, CFRE, CAE, CNP currently serves as the Vice President of Institutional Advancement at Logan University. A fundraiser since 2001, Dr. Fleck has extensive experience developing strategy and executing fundraising plans for a wide range of nonprofit organizations, including; universities, independent schools, social service agencies, international non-governmental organizations (NGOs) and the arts. She has also been a manager of fundraising staff for over 15 years. Dr. Fleck is a CFRE, and currently serves as the immediate past president of AFP St. Louis and is a former board member of AFP Rhode Island.Mon, Apr 28, 2025
10:15am - 11:30am
Room 433-434
Roots of Change: Cultivating Relationships for Grassroots and Nonprofit Startup Success
Explore a transformative session to empower grassroots organizations and nonprofit startups through strategic relationship building. Learn practical strategies for forging alliances, engaging communities, and developing advocacy platforms that drive substantial social change. Enhance your impact by leveraging key relationships effectively.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Kimberly O'Neil, MA, MPA
Giving Blueprint - CEO
Kimberly O'Neil is an award-winning trailblazer in community capacity building and nonprofit strategy. As the founder and CEO of Giving Blueprint and leader of Cause Studio, she has empowered underresourced communities and coached over 5,000 nonprofit leaders. She was once the youngest Black female city manager in the U.S., Kimberly has generated over $22 million for social initiatives. Her work spans sectors, promoting transformative change. Kimberly is an adjunct graduate professor at Tulane University's John Lewis Public Administration Program. She is pursuing a Doctorate in Philanthropic Leadership at Indiana University's Lilly School of Philanthropy.Mon, Apr 28, 2025
10:15am - 11:30am
Room 420 - 422
Ethics and Inclusion in Action: Conversations from the Front Lines to Build Better Fundraising
Join us for a conversation from the front-lines of fundraising with four senior fundraising executives. We will explore trust, honesty and doing the right thing. Panelists will discuss challenging situtaitons in fundraising and share success stories where Ethics and IDEA opened the door to major gifts.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Dwayne Ashley, MBA
Bridge Philanthropic Consulting LLC. - Chief Executive Officer
Dwayne Ashley is renowned for his bold, strategic thinking and wise counsel in philanthropy. Over the course of his 30-year career, he has raised more than $1 Billion. A fearless and authentic solicitor, he is committed to DEI and helping organizations of color maximize their fundraising success. He advises non-profits, philanthropists, and influencers globally on the sector. A powerhouse of energy, enthusiasm and a passion for fundraising, Dwayne has managed capital and annual campaigns and spearheaded development for such notable organizations as Jazz at Lincoln Center, National Juneteenth Museum, Thurgood Marshall College Fund, and the National Negro College Fund.
Bridge Philanthropic Consulting - Executive Consultant
Paul Alexander Allen currently serves as an Executive Consultant with Bridge Philanthropic Consulting. A 20+ year veteran in nonprofit and fundraising, he has managed and led fundraising teams across local and national organizations—including the 9/11 Memorial & Museum, the Paley Center for Media, Jazz at Lincoln Center, and the Thurgood Marshall College Fund. Paul supports the development of multi-million dollar fundraising campaigns, oversees the development of prospect lists, supports Board of Director and Leadership Team. He serves as Lead Fundraiser execute fundraising campaigns by helping Bridge Philanthropic Consulting’s clients identify, cultivate, and steward productive relationships with prospective funders.Dr. Tammy Smithers, PhD
Bridge Philanthropic Consulting LLC - Vice President of Campaigns
Dr. Tammy Smithers has worked professionally for over 20 years with high-net-worth donors and clients as a wealth advisor for three fortune 100 corporations. She has served as the lead fundraising counsel for arts, education, and cultural organizations, leading and guiding campaigns raising more than $140 Million. She has executed successful fundraising campaigns for The Houston Grand Opera, National Juneteenth Museum, National Black MBA Association, and the William H. Gray Memorial Foundation. Dr. Smithers is an adjunct professor for the Diversity/Equity and Leadership course at the University of St. Thomas in Houston, Texas.Sylvia White, MA
Bridge Philanthropic Consulting LLC - Bridge Philanthropic Consulting LLC.
A fundraising executive with a provide track record in overseeing major fundriaing annual and capital campaigns, Sylvia is a highly sought after advisor and mentor in the non-profit and fundraising sector. Throughout her 35 year career, Sylvia has led or served on teams that have raised in excess of $300 Million. With substantial experience in principal and major gifts, board development, and fundraising management, Sylvia has significant expertise in strategic planning, fundraising and development, as well as, individual, corporation, public agency, and foundation funder and donor relationship management and stewardship.Mon, Apr 28, 2025
10:15am - 11:30am
Room 327-329
Using AI & Technology to Drive Small Shop Fundraising Growth
Have you put enough science into the art and science of fundraising? Join for an interactive discussion with two seasoned fundraising professionals who used AI technology and other analytics to overhaul an organization's fundraising operation, driving significant double-digit growth.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Mission360 Strategies - Principal Consultant
Tiffany Legington Graham is a dynamic and effective CFRE who delivers transformative results for nonprofits through a holistic data-driven, strategic approach. She is the Founder & Principal Consultant of Mission360 Strategies, a boutique consultancy serving nonprofits in the areas of fundraising counsel, strategic and operational planning, and board and staff development. Tiffany has spent over 25 years in both the for-profit and non-profit sectors, driving strategic initiatives leading to significant growth. Her most recent leadership roles include Chief Marketing & Development Officer for the National Civil Rights Museum and Vice-President of Gift Planning at ALSAC/St. Jude Children's Research Hospital.
JCA, Inc. - Chief Executive Officer
Steve Jacobson founded JCA in 1988 to provide information management services to nonprofit organizations. He is a past Adjunct Instructor at New York University where he taught courses in Technology for NYU’s Center for Philanthropy and Fundraising. Steve is a Past President of the NYC chapter of the Association of Fundraising Professionals (AFP) and serves on the boards of the AFP Foundation for Philanthropy and the Nonprofit Cooperative.Kenya Roberts, CFRE
United Women in Faith - Executive for Development Management
Kenya Roberts, CFRE, is a seasoned fundraising professional with over 20 years of experience in strategic fundraising and philanthropic initiatives. She excels in crafting innovative strategies, fostering relationships with donors and stakeholders, and driving sustainable growth. Kenya leads teams to consistently meet and exceed ambitious goals, leveraging data-driven insights to develop comprehensive campaigns that align philanthropic goals with organizational missions, delivering measurable, impactful results. As the Executive for Development Management at United Women in Faith, Kenya is steadfast in her commitment to championing the transformative power of giving back.Mon, Apr 28, 2025
10:15am - 11:30am
Signature Room
What You Don’t Know Can Sink You – The Truth about Black Philanthropy
Lack of cultural fluency is a significant barrier to the diversification of fundraising efforts and inclusionary practices in the nonprofit sector. This session aims to remove the blind spots and educate nonprofit leaders and fundraisers about the power Black fundraisers, donors, and communities wield through philanthropy.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Green Scholars - Georgia Community Relationship Manager
Autumn Lee Cass is the Georgia Community Relationship Manager at Green Scholars, dedicated to connecting people with the resources and opportunities they need to enhance their lives and communities. Passionate about education, philanthropy, and social justice, she strengthens communities by building systems, improving processes, fundraising, and volunteering with organizations that align with her values. Autumn’s work is rooted in fostering meaningful relationships and creating lasting impact.Joy Webb, MBA, CAP
Southern Black Girls and Women's Consortium - Network Engagement Manager
Joy is a creative inquisitive passionate thought leader who intentionally connects dots between communities, brands, and people. She is the founder of The Circle of Joy, a giving circle supporting women and children in Atlanta. They have granted more than $200,000 to nonprofits serving these populations. In 2022, Joy earned her CAP, Chartered Advisor in Philanthropy and was invited to join Leadership Dekalb. She was recently invited to the 21/64 cohort for Certified Advisors of Color program. Joy is also part of the Prismatic Accelerator by Daylight Advisors. Joy lives in Atlanta, GA.Carla Lavender, MBA
Columns Fundraising - Senior Consultant
Carla Lavender is a seasoned senior consultant at Columns Fundraising in Atlanta, GA, with a passion for empowering community-based organizations on the brink of expansion. Boasting over two decades of dedicated fundraising experience, Carla specializes in orchestrating major gift campaigns within the nonprofit sector and higher education realm. She is an active member of the National Gift Planning Association, AADO and is the treasurer on the board of F3. Beyond her professional pursuits, Carla is married and lives in Smyrna, Georgia. She enjoys exploring new destinations and cherishing quality time with loved ones.Christal Cherry, MA
Fabulous Female Fundraisers - Chair, Board of Directors
Meet Christal M. Cherry, the founder and Board Chair of Fabulous Female Fundraisers Inc, (F3), a nonprofit with a mission to connect, support, engage, and empower Women of Color in fundraising to foster personal and professional growth. Christal is a tireless advocate for Black women and champions her passion through F3. She is delighted to be joined by four F3 members for this session. By day, Christal is the Principal & CEO of the Board Pro, a firm that supports nonprofits to build better boards. Christal lives in Atlanta with her son Mac and dog, Charlie.Ninjia Miles, CFRE, CFRM
Indiana University Foundation - Director of Development, Black Philanthropy
Ninjia Miles, CFRE, is the Director of Development, Black Philanthropy at the Indiana University Foundation. She is a millennial fundraiser with over ten years of fundraising experience with university and community-based organizations. She takes pride in developing fundraising strategies centered on cultural relevance, supporting Black-led/Black-serving organizations, engaging Black donors, and engaging millennial donors. Ninjia has a Certificate in Fundraising Management from the Lilly Family School of Philanthropy and an MPA in nonprofit management from the IU O’Neill School of Public and Environmental Affairs and is a Certified Fundraising Executive (CFRE).Mon, Apr 28, 2025
10:15am - 11:30am
Room 320-322
Make A Deeper Impact: Engage Peers and Volunteers (Presented by Blackbaud)
successful organization is multi-faceted and well-rounded, focusing not only on donations and how they empower their cause but also on those who donate with their time and influence. Volunteers and peer-to-peer fundraisers can be just as vital to an organization as major and recurring donors. Learn how to identify, utilize, and support volunteers and peer-to-peer fundraisers at your organization. Examine the strengths and benefits each group brings to fundraising and how together these two groups can create even more meaningful impact. Discover methods on how to incorporate volunteers and peer-to-peer fundraisers into most organizational endeavors for a robust approach to fundraising.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Blackbaud - Principal Instructor
Matt Connell is a Blackbaud University Instructor at the Principal level, and the lead instructor for nonprofit organizational best practices and fundraising. Matt has been a contributor to sgENGAGE, NonprofitPRO, npEXPERTS, and the Blackbaud Community and has presented at bbcon and AFP events. As an educator to the social good sector, Matt helps to grow the expertise and advance the knowledge of those working to do the most good for the world we share.Mon, Apr 28, 2025
10:20am - 10:40am
Tech Zone
Transforming data into meaningful insights for non-profit impact with Intuit Enterprise Suite (Tech Zone) Presented by Intuit
Learn how Intuit Enterprise Suite can help your nonprofit stay financially compliant, manage cash flow, and get access to real-time insights to drive your mission forward.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Mon, Apr 28, 2025
10:45am - 11:15am
Learning Lab 1
Simple Tools and Tactics for Better Donor Engagement (Learning Lab) Presented by DonorPerfect
Want to improve your donor journeys but not sure where to start? There are simple ways to enhance how you engage with donors. Learn practical tactics you can implement immediately to create more meaningful donor experiences. Join Cherian Koshy, CFRE and DonorPerfect, to discover how to build effective donor journeys.
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.Mon, Apr 28, 2025
11:30am - 12:00pm
Learning Lab 2
Transform Your Nonprofit: Automate Payments, Save Time, and Focus on Impact (Learning Lab) Presented by Tipalti’
Discover how nonprofits can eliminate manual finance operations, improve their environmental footprint, and streamline global payments. Learn how to enhance invoice management, integrate with your ERP, and maintain tax compliance—all while focusing on serving your growing community more efficiently and sustainably.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Brian Schilling, MBA
RSM - Director
Brian Schilling is a Technology Consulting Director at RSM with over 15 years of experience in ERP consulting, project management, and audit services for both nonprofit and for-profit organizations. Specializing in NetSuite implementations, Brian leads system design, configuration, and development, ensuring optimized business processes and regulatory compliance. His background includes internal audits, SOX documentation, and process improvements, driving automation and operational efficiency. Brian holds a Bachelor of Science in Finance and Accounting from Gordon College and is completing his MBA in Managerial Leadership at UMass Lowell. He delivers innovative solutions to enhance productivity, streamline reporting, and empower data-driven decisions.Corinna Creedon, CPA
Forvis Mazars - Managing Director, National Nonprofit Advisory Services Practice Leader / Digital Technology Strategy & Innovation National Team Leader
Corinna leads the National Nonprofit Advisory Services Practice, as well as the NY Metro Area's Emerging Outsourced Accounting Services practice of her firm. She is also the National Leader for the firm’s Nonprofit Digital Technology Strategy & Innovation team. She excels at leveraging technology to automate and enhance efficiencies, redesigning accounting departments to provide for effective internal controls over financial reporting processes which support the strategic plans of the NFP’s mission. Prior to this role, Corinna ran her own advisory practice, specializing in outsourced-CFO services and consultative engagements. She began her career in “Big 4” audit.Matthew Merrill, MBA
Tipalti - Sr. Manager, Partner and Industry Marketing
Matthew Merrill is Sr.Manager of Partner and Industry Marketing at Tipalti. Matt is a data and insightsdriven marketing professional with extensive experience in Finance Automation. He focuses on building synergies between marketing, sales, business development, and product to inform strategic decisionmaking around industry and ERP initiatives. Matt previously spent time as Director of Sales and Business Development in the innovative Market Research and Data space with companies Mintel and The Economist, and in advanced technology with IBM and CDW. Matt holds a BA in Economics from the University of Michigan-Ann Arbor and an MBA from NYU Stern School of BusinessMon, Apr 28, 2025
12:15pm - 12:45pm
Learning Lab 2
Future-Proofing Nonprofit Funding: How UNFPA is Scaling Individual Giving to Navigate Political Disruption (Learning Lab) Presented by Delve Deeper)
Discover how UNFPA transformed its fundraising strategy to combat governmental defunding under the Trump administration. This session reveals how a data-driven, audience-first approach scaled individual giving by 168%, ensuring resilience amidst political disruption. Learn actionable strategies to future-proof your nonprofit’s fundraising and build sustainable, diversified revenue streams.
Speakers
Hewitt and Johnston Consultants - Founder and President
Mike Johnston is an expert in fundraising innovation and integrated fundraising, especially in the use of digital technologies, integrated marketing, journey mapping, and moves management. He has authored four books: The Fund Raiser's Guide to the Internet, The Nonprofit Guide to the Internet, Internet Strategies: Best Practices for Marketing, and Direct Response Fundraising: Mastering New Trends for Results.Mon, Apr 28, 2025
12:40pm - 1:00pm
Tech Zone
The Innovation Playbook for Nonprofits: Turning Data into Action (Presented by Virtuous)
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.Mon, Apr 28, 2025
1:00pm - 1:30pm
Learning Lab 2
AI Agents and Automation for Fundraising (Learning Lab) Presented by Microsoft
In today's world, fundraising innovation isn't simply a nice-to-have...it's a necessity. Join Microsoft Tech for Social Impact for a Learning Lab that takes a deep dive into the world of AI agents and how they can help fundraisers automate operational processes (so you can spend more time on what matters most – your donor community and your mission). Join us to discover how Copilot agents can revolutionize your nonprofit's fundraising approach, driving greater efficiency and success. Don't miss this opportunity to learn from industry experts and take your fundraising efforts to the next level!
Speakers
Apurva Chandra, MBA
Microsoft - Director, Modern Work Industry Advisor
Apurva Chandra manages the Modern Work group for the Tech for Social Impact team at Microsoft. In this capacity he has supported nonprofit customers and partners with their use of Microsoft cloud and AI solutions to move their missions forward for the past 7 years. When he's not thinking about AI use cases for nonprofits to see significant ROI, he's probably chasing after his precocious 18-month-old.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 320-322
Eternal Gratitude: Mastering Planned Giving Donor Stewardship for Lifelong Connections
Including Planned Giving donors in your Legacy Society is an important part of donor stewardship. But it is just the beginning: Set it and Forget it just doesn’t cut it any more with donors. In this session we will show you ways to make your Planned Giving Stewardship more effective.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Timothy Logan, ACFRE, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MNO, FCEP
Mal Warwick Donordigital - Senior Legacy Director
Timothy D. Logan, FAHP, ACFRE, CFRE has over 40 years’ experience in fundraising and nonprofit management. Tim is Senior Legacy Director at Mal Warwick Donordigital. Tim is a leader in developing innovative multichannel direct response programs for major, mid-level and planned giving donors. He has extensive experience using the phone to identify potential donors and deepen donor relationships. Tim holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University and speaks and writes frequently on fundraising, nonprofit management, and building donor relationships.
Sharp HealthCare Foundation - Senior Director of Legacy Giving
Linda Spuck serves as Senior Gift Planning Officer for Sharp HealthCare Foundation, overseeing planning and marketing as well as staff and board training. She partners with individual giving offers to secure current and deferred gifts. Linda also runs Linda Spuck Consulting, dedicated to helping nonprofits find the most effective ways to achieve their mission through strategic planning, fundraising counsel and legacy giving. Linda’s practice focuses on sharing best practices gleaned from observing hundreds of outstanding nonprofits, as well as personal experiences gained from over 20 years in the philanthropic sector. She currently serves as Board President for San Diego Opera.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 323-325
Empowering Wealth Advisors as Allies in Charitable Giving
Discover the invaluable synergy between nonprofits and wealth advisors! Dive into our session to unlock the benefits of nurturing strong advisor relationships, seamlessly integrating charitable giving into financial plans. Explore how collaboration fosters trust, amplifies impact, and empowers both donors and communities.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Nicola Lawrence, CFRE, MA, CAP and Phild in process
Phoenix Children's - AVP, Philanthropic Advising
Nicola Lawrence is a highly regarded gift-planning specialist with over two decades of experience in the philanthropy field. She has a proven track record of turning around underperforming planned gift programs and creating tailored solutions. Nicola's transformative contributions have earned her several prestigious awards. Besides her professional work, she has volunteered as a foster parent and an advocate for the rights of foster and adoptive parents. Nicola also serves on the board of the National Association of Charitable Gift Planners and the Arizona Charitable Gift Planners, working to advance the profession nationally.
Phoenix Children's - Senior Marketing Strategist
With 14+ years in international education and nonprofit sectors, Justin excels in cross-cultural communication and data-driven strategies. Specializing in planned giving, he crafts sophisticated marketing campaigns for diverse donor segments. Justin holds a B.S. in Political Science and Women’s Studies from Western Michigan University and an MBA from the International School of Management. His passions include travel, craft beer, and social enterprises.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 327-329
GivingPulse: Applying Trends in Giving Behavior and Perspectives for Donor Engagement Strategies
Understanding your donors and what motivates them to get and remain involved in your organization is critical for maximizing your fundraising strategies. Explore the latest research from GivingPulse, a comprehensive analysis of donor behaviors and motivations, alongside the Field Guide for a deeper dive into practical implementations of these findings.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
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.
GivingTuesday - Sr. Director, US + Canada Hub
Celeste Flores, director of GivingTuesday's US and Canada Hub, manages and collaborates with local leaders on growth strategies and mobilization of GivingTuesday in communities across the United States and Canada. This includes managing the learning community of over 300+ leaders growing generosity movements for their respective and diverse communities, causes, and cultures. Celeste is a strategist focused on community-led efforts with decades of experience engaging more people in giving. Celeste previously held leadership positions at I Live Here I Give Here, Foundation For the Carolinas, University of Virginia Darden School of Business, Texas Children’s Hospital, and United Way in Houston.
GivingTuesday - Data Scientist
Annie Collins is a Data Scientist with the GivingTuesday Data Commons team. Prior to GivingTuesday, Annie spent several years in data management and research roles within the Canadian charitable sector. She utilizes this experience alongside her academic background in mathematics and statistics in hopes of supporting data-driven philanthropy worldwide.
RKD - Chief of Staff
Justin McCord serves as Chief of Staff for RKD Group, a leading fundraising solutions company for nonprofits. Justin is the host of the award-winning RKD Group: Thinkers podcast, has served as Co-Chair for the Bridge Conference and currently serves as Marketing Co-Chair for the Direct Marketing Association of Washington Board of Directors. He is a nerd for professional wrestling and the Grateful Dead. His favorite role, however, is being husband to an Elementary School Principal and father to two incredible humans.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 331-332
Navigating Power Dynamics in Fundraising
Most fundraisers have experienced an uncomfortable, offensive, or harmful donor interaction. This cannot just be seen as “part of the job” rather something that is addressed to create a culture and systems that build brave spaces and policies and procedures that result in greater fundraiser safety and professional satisfaction.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
The Osborne Group, Inc. - Principal
Robert is Principal of The Osborne Group, with 30 years of nonprofit experience. He speaks regularly nationally and internationally. Robert serves on the boards of the United Hospital Fund and US Squash, both in New York. He also serves on the International Advisory Board of the Czech Fundraising Center in Czech Republic, the International Advisory Board of the Impact Hub Belgrade in Serbia, and the Advisory Board of the Impact Hub Metropolitan in New York. He is a studio partner and co-founder of Studio X Ventures, a venture studio for social impact startups in the Western Balkans.
The Osborne Group - Senior Advisor
Laurel McCombs brings more than 20 years of experience in the non-profit sector and a passion for the role philanthropy can play in changing the world to her work as a consultant and trainer with The Osborne Group. Laurel is a well-known speaker presenting well-received workshops for national organizations, universities, as well as AFP ICON, CASE-NAIS, Nonprofit Association of Oregon, and AFP Congress. She works closely with clients on a variety of topics, including donor retention, development operations, planning, donor management, board development and more.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 333-334
Creating Departmental Framework for Ethical Storytelling
This session advocates for ethical storytelling, emphasizing authenticity, inclusivity, and empathy. It outlines guidelines to ensure integrity, diversity, respect for privacy, avoidance of harm, and empowerment. Fostering a socially conscious narrative landscape aims to inspire positive societal change and a more equitable, compassionate world.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Derria Ford, MBA, Ed.D
Martha O Bryan Center - Chief Development Officer
Derria Ford serves as the Chief Development Officer of the Martha O Bryan Center, an anti-poverty organization in Nashville, Tennessee. She brings over seventeen years of nonprofit experience. Her expertise spans program expansion, grant administration, executive leadership, and fund development. Derria's career has been marked by exceptional ability to lead and motivate teams, strategic thinking, and building relationships with organizational stakeholders. Derria holds a doctorate in leadership from Trevecca Nazarene, where she specialized in Leadership and Professional Practice. She also holds a master's in Business Administration. Derria is a dynamic leader that believes in the power of storytelling.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 335 - 336
Give your Fundraising Program a Tune-Up!
A healthy fundraising program requires regular check-ups! This interactive session introduces the concept of a development audit and a process for evaluating your fundraising program. You’ll leave with an understanding of the audit process and a worksheet to help introduce the concept of a fundraising audit in your organization.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Michelle Hamilton, CFRE
Carter - Managing Director
Michelle Hamilton, CFRE, has experienced success in all areas of fundraising through leadership roles with National MS Society, Houston Symphony, Dayton Philharmonic, Arts Council of Fort Worth/Tarrant County, Crisis Assistance Ministry, and Charlotte Symphony. As VP of Development for the Charlotte Symphony and Interim CEO Michelle led efforts that grew the endowment by $4M, and individual giving by 25%. At Carter Michelle provides counsel on capital campaigns, major gifts, governance, and fundraising strategy. Michelle is an AFP Charlotte board member and past-president and was named Outstanding Fundraising Professional at NPD 2013. She is a graduate of University of Louisiana.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 345 - 346
You CAN have it all: Innovative Ways to Fundraise from Individuals and Institutions
Overwhelmed by fundraising responsibilities? Join this session to explore innovative strategies for balancing donor relations, event coordination, and grant writing. Learn to harness the major gift lifecycle effectively and equip yourself with practical tools to excel and thrive in your fundraising career.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Douglas Manigault III, CFRE, DSW, MSW
Interfaith Hospitality Network at Alpha House - Development Director
Douglas F. Manigault III, a macro-trained social worker, is the Development Director at the Interfaith Hospitality Network at Alpha House in Ann Arbor, MI. He has excelled in raising funds for a diverse range of nonprofit organizations, securing over $25 million from various sources. Douglas regularly presents at national conferences, focusing on social workers as fundraisers and fundraising rooted in racial justice. He holds a bachelor’s degree in Black Studies, master and doctorate degrees in social work, and CFRE.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 347 - 348
How to Write a Grant Application That Doesn’t Get Funded
Your organization was the perfect candidate for funding from XYZ Foundation, yet was rejected, again. Why?! During this session, a funder representative who reviews more than 1,000 grant applications each year will unlock the not-so-secret-secret on why your application was not a success.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Debra Faulk, CAP
Chartered Advisor in Philanthropy - Senior Philanthropic Specialist, Executive Director
Debra Faulk is a strategic, resourceful, and performance-driven philanthropic leader with 30 years of experience and demonstrated success in delivering excellent results for corporate, private, and family foundations, nonprofit organizations. In her current role, Debra provides day-to-day charitable administration and management, including the facilitation of more than $40 million in grantmaking each year. A life-long learner, Debria is a Chartered Advisor in Philanthropy, BoardSource Certified Governance Trainer, and sought-after thought-leader on topics of philanthropy, charitable trends, nonprofit governance, and succession planning. She earned two Masters, and Graduate Certificates in Nonprofit Management and Charitable Financial Planning.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 420 - 422
Neurodiversity- My Fundraising Superpower
Are you one of the 15 to 20% of the population that identifies as neurodiverse? Join us to discuss fundraising and how your neurodiversity gives you the superpowers to succeed in the sector. How can you leverage your strengths to counter the everyday challenges of your unique brain?
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Nicole Bela, CFRE
Advance Illinois - Director of Development
Nicole Bela is the Director of Development at Advance Illinois, a bipartisan education policy and advocacy organization dedicated to ensuring equitable access to quality education in Illinois throughout the education continuum. She holds a BA in Psychology from Michigan State University and an MSW from Washington University in St. Louis, focused on social and economic development and nonprofit management. With over a decade of fundraising experience in the nonprofit sector, Nicole enjoys helping development departments drive growth through best practices and data-driven decisions. A lifelong learner, Nicole obtained her CFRE certification in 2022.
Self-Employed - Fundraising Advisor
Janessa Dennis Butler, a South Carolina native, shares her expertise as a fundraising advisor in Chicago, IL. Specializing in assisting small organizations, Janessa is dedicated to crafting bespoke strategies for giving that prioritize inclusivity, transparency, and authenticity. In addition to her consultant role, Janessa serves as a co-chair of the Neurodivergence Affinity Group within the Chicago chapter of the Association of Fundraising Professionals. In this capacity, she fosters meaningful discussions on neurodivergence in the fundraising sphere, contributing to greater understanding and inclusivity within the profession.
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework, the Power Partners Formula™?, Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals. She has trained over 80,000 fundraisers using elements of her unique win-win framework, which combines best practices from executive coaching, science-backed behavior design, and fundraising strategy.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 427 -429
Ace Donor Engagement with A Fresh Approach: The Donor Engagement Models (Presented by DonorPerfect)
Join DonorPerfect experts to ace your engagement strategy with a fresh, original approach! Discover how to create meaningful connections with every supporter, no matter their giving capacity, using one comprehensive strategy called Donor Engagement Models. You’ll walk away with real-life examples for solving common fundraising challenges—demonstrated in an interactive game!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
DonorPerfect - Communications Manager & Nonprofit Advocate
Julia Gackenbach has spent over a decade working locally and globally with nonprofits. This has sharpened her skills to raise funds, care for donors and communicate impact. Her experience tied in with her desire to create community through a mission gives her unique passion to work with all types of organizations. Julia now uses that enthusiasm and expertise to lead communication strategies from DonorPerfect to industry practitioners.
Mon, Apr 28, 2025
1:15pm - 2:30pm
Signature Room
Changing the Narrative: Moving Toward Autonomy, Accountability, and Abundance in Fundraising
What stories do our relationships with funders and donors tell? This session will explore the potential for fundraising practices to create narratives of autonomy, accountability, and abundance that can help to reshape philanthropy in service of racial equity and economic justice goals.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Memphis Music Initiative - Vice President, Development & Communications
Kathy Lindenmayer has raised money for arts organizations across the US, including festivals, theatres, museums, and philanthropy-serving organizations. Her previous positions include Director of Development at Grantmakers in the Arts, where during her tenure annual contributed income grew by over 50%. With the team at Memphis Music Initiative, she has produced a series of satirical fundraising videos highlighting the inequitable dynamics within traditional philanthropy, including “I Hope Like Hell We Get This Grant” - an infomercial-inspired music video which has attracted over 30,000 views on youtube, been featured at fundraising and philanthropy conferences, and garnered a Regional Emmy nomination.
CCF/Berklee - Community Architect
Dana James is a key member of Berklee’s Alumni Affairs team and serves as the Community Architect for Community-Centric Fundraising (CCF), where she empowers individuals to build inclusive, intersectional spaces of belonging. Recognized for her expertise in workflow design, power dynamics, and grassroots engagement, Dana is a sought-after speaker and currently a 2024 Feedback Champion with Feedback Labs. With a background in project management, Dana has a strong track record in designing community-based programs from workforce development to emergency management. Her knack for blending technology solutions with team culture has made her a go-to resource.Erika Pettersen, MA
Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 433-434
Empowering Small Communities: Charting Paths to Bold Visions and Sustainable Funding
Together, we'll explore fundamental questions that small, rural, and volunteer-run organizations can ask themselves before launching new fundraising strategies, such as grant writing or a special campaign. Come for the practical tips that you can immediately apply and stay for the stories and activities that bring to life our recommendations.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Julie Bianchi, CFRE, MA
Cloudbreak Collective - Consultant & Campaign Practice Director
Julie believes the sweet spot between big-picture thinking and the details is where successful fundraising strategy is born. She has worked with 50+ organizations across the country, including work on campaigns from $1M to $300M. She is a founding-Board member for the Advancement Northwest Chapter of AFP and a Certified Fundraising Executive (CFRE). She holds a Master of Nonprofit Leadership from Seattle University and Certificate in Fundraising Management from the University of Washington. Julie teaches as adjunct faculty at Seattle University and the University of Washington. She is a fifth-generation Whidbey Islander raising the sixth generation on a family farm.Brittany Kirk, MPA
Cloudbreak Collective - President & Grants Practice Director
Brittany is a fundraiser and consultant; she has supported 100+ diverse organizations in the Pacific Northwest and beyond, with a specialty in securing grant funding and integrating fundraising with other functions like finance and evaluation. Brittany’s real world experience is underscored by education in best practices; she holds a Master of Public Administration (MPA) from the University of Washington, and she has been a highly-rated presenter at events by the Puget Sound Grantwriters’ Association (PSGA), Nonprofit Association of Washington, 501 Commons, and more. Brittany is also a member of the Bainbridge Community Foundation Board of Trustees.Mon, Apr 28, 2025
1:15pm - 1:35pm
Tech Zone
Right-Sized Tools for Big Impact (Presented by StratusLIVE)
Technology should be driven by strategy, not the other way around. Let's discuss key technology choices nonprofits face today. Learn how to identify what works for your goals and what technology can empower your strategy, whether you're nurturing major donors, scaling your sustainer program, or engaging a diverse donor base.
Speakers
StratusLIVE - Chief Revenue Officer
Debbie has expertise in Nonprofit SaaS Technology, Social Responsibility program leadership, global program development, strategic planning, marketing, and fundraising consulting. Debbie is passionate about helping organizations transform their communities and the world through technology enabled solutions. Prior to joining StratusLIVE, Debbie held leadership positions with nonprofit technology providers YourCause, Good Done Great, AmeriGives and Kintera. She started her career with global IT provider, EDS. Debbie’s objective is to deliver outstanding digital solutions for organizations that desire a modern, fully functional CRM and Digital Engagement cloud solution. Debbie holds an M.A. from Baylor University and a B.A. from William Jewell College.Mon, Apr 28, 2025
1:15pm - 2:30pm
Room 423 - 425
Getting Your Board on Board: How to Lead Digital Transformation Conversations with Your Stakeholders(Presented by Microsoft)
AI is everywhere – and it’s prompting questions across nonprofit staff, leadership, and board members alike. Join Microsoft Tech for Social Impact for a session designed to equip you with the tools and strategies needed to effectively communicate the value of AI and technology innovation to your stakeholders. Through practical exercises and real-world examples, you’ll leave with a clear action plan to bring your board along on your technology journey.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Christina Macchiarola, MBA, MFA
Microsoft Corporation - Global Engagement & Content Lead
Christina Macchiarola is the Global Engagement & Content Lead for the Tech for Social Impact team, part of Microsoft Philanthropies. Before Microsoft, Christina working in marketing for nonprofits across New York City, including The New 42nd Street, World Science Foundation, and College Board. She holds a BA and MFA from Columbia University and an MBA from Duke University.
Microsoft Corporation
Erin McHugh Saif serves as Microsoft Tech for Social Impact’s Chief of Industry Technology and Strategy, where she leads strategy and industry innovation. Microsoft Tech for Soclal Impact serves over 400,000 nonprofit and UN organizations and delivers over $4B of annual investment into the social impact sector worldwide. Erin is a sought-after technology and industry thought leader who leads teams and organizations to develop, design, and launch market-leading AI/ML, data visualization, business applications, CRM, and marketing products and platforms.Mon, Apr 28, 2025
1:45pm - 2:15pm
Learning Lab 1
The Secret to Donor Loyalty: Cultivation Strategies That Build Authentic Donor Relationships (Learning Lab) Presented by CCS Fundraising
Education Track(s): Relationship Building
Audience: Applied
Speakers
Nicole Stratton, MA
CCS Fundraising - Senior Vice President
Nicole has been with CCS Fundraising for over a decade. As Senior Vice President, Nicole is responsible for multiple partnerships in the Northwest, West, and Southwest regions. With a background in community organizing and master’s degree in nonprofit evaluation, she brings an impact-oriented minds and an equity lens to all partnerships. Nicole is rigorous and optimistic in her approach to fundraising and capacity building. During her tenure, she has overseen campaign feasibility studies, managed campaigns with goals between $5M-$150M, delivered staff assessments, Board & volunteer trainings, developed major gifts programs from scratch, and coached executive leaders.Mon, Apr 28, 2025
1:45pm - 2:15pm
Learning Lab 2
Unlocking Donor Potential: Leveraging Data-Driven Insights and Strategies at Girls on the Run (Learning Lab) Presented by Deloitte Consulting
Learn how Girls on the Run applied predictive modeling and analytics to uncover insights on current donors and identify new, out of network donors. We'll delve into the so far.
Speakers
Deloitte Consulting - Senior Data Scientist
Sarah is a Senior Data Scientist at Deloitte, dedicated to enabling higher education and nonprofit clients unlock advancement insights powered by the GivePrism product. She holds a Master of Science in Analytics and brings nine years of experience in implementing machine learning, graph analytics, and AI solutions across various industries. Sarah is passionate about designing innovative solutions that address clients' needs and challenges effectively.
Girls on the Run - Chief Development Officer
In her role at Girls on the Run, Liz has successfully advanced the organization's fundraising efforts. She has effectively engaged a growing list of committed and aligned brands that drive the mission of GOTR forward on a national scale. With over 15 years of experience in corporate sales and non-profit management, Liz brings both passion and expertise to Girls on the Run. Her skills in relationship building and connecting with individuals through their shared enthusiasm for women's and girls' empowerment are unparalleled. As a mother to a GOTR participant and coach, Liz remains authentically and enthusiastically dedicated to the mission.
Girls on the Run - Sr. Director, Individual and Foundation Relations
For 15+ years, Hillary has led fundraising efforts to empower causes she cares deeply for. Her experience ranges from capital campaigns to annual funds, growing acquisition programs, developing major gift initiatives, and more. With Girls on the Run, she is charged with growing individual and foundation giving through creating programs, amplified stewardship, and launching a robust donor acquisition effort. She joined GOTR in 2018 and strongly believes in the mission and impact of the organization. Having two daughters, she feels strongly about raising awareness and funds for an organization that helps empower young girls to activate their limitless potential!Mon, Apr 28, 2025
2:25pm - 2:45pm
Tech Zone
Transforming data into meaningful insights for non-profit impact with Intuit Enterprise Suite (Tech Zone) Presented by Intuit
Learn how Intuit Enterprise Suite can help your nonprofit stay financially compliant, manage cash flow, and get access to real-time insights to drive your mission forward.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 320-322
The Session No One Wants to Attend But Likely Will Have the Most Impact
If you want to ensure no one comes to your session, make it about one of two topics: data or ethics. This one covers both! Together we're going to gamify data collection, have fun doing it, and gain deeper understanding of how to gather data effectively, efficiently, and ethically.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
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.Clay Buck, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MFA
TCB Fundraising - Founder and Principal
T. Clay Buck, CFRE is the founder and principal of TCB Fundraising, a fundraising and communications consultancy focusing on strategic individual giving programs that strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked in leadership roles at nonprofits across the country. He has held the CFRE designation for 10 years, is a certified coach, and completed the certificate in Philanthropic Psychology. He is the co-creator of The Fundraiser's Planner and teaches strategic planning and fundraising at UNLV. Clay served as the Chair of the IDEA Committee for AFP Global from 2023 - 2024.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 323-325
Balancing Trends with Progress: How to Build a 30-Year Legacy While Hitting 3-Year Revenue Goals (Presented By Delve Deeper)
Explore the latest trends in transforming nonprofit fundraising, focusing on maintaining and improving ROI, attracting new-to-file donors, and ensuring revenue sustainability over 30 years—all without increasing budgets. Learn to leverage personalization, engage Millennials and Gen Z, and optimize non-traditional platforms like TikTok and YouTube through actionable insights and interactive discussions.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Delve Deeper - President
Anton Lipkanou is President and Partner at performance media agency Delve Deeper, which focuses on driving exceptional value for non-profit organizations. Starting as a media trader and seeing the inefficiencies in the market, Anton developed a firm belief that strong media performance relies on the foundation of data and technology integration to close the donor data gaps from mass donors to major givers, sprinkled with a relentless obsession to test every dimension in media buying platforms.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 327-329
Fostering Inclusion: Today’s Landscape and Tomorrow’s Path (Presented by Men of Color in Development)
MOCID (Men of Color in Development) has been presenting since 2021. With the guidance and collaborative partnership of AFP Global Leadership, MOCID has delivered insightful and engaging sessions focused on the experiences of Black men in development. Our sessions are discussion-based and typically do not include PowerPoint presentations, fostering healthy and thought-provoking dialogue.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Greater Chicago Food Depository - Chief Philanthropy Officer
Jill Zimmerman joined the Greater Chicago Food Depository as Vice President of Development in June 2012. Ms. Zimmerman, an experienced fundraiser, leads the Food Depository’s fundraising strategies, including continued support from individual donors, corporations, and foundations raising $55M annually. At the Food Depository, Jill has guided successful campaigns to meet rising demand and fuel emergency responses to hunger. In 2020, when COVID-19 caused unprecedented need across the community, Jill and her team quickly engaged new and longtime donors in a historic fundraising effort.
4 Da Hood LLC - 4 Da Hood LLC
Storyteller Extraordinaire and Social Justice Warrior, Frank Velásquez Jr., with an unshakeable belief in racial and gender equity, creatively connects our stories, preserving the unique flavor of each one like a delicious bowl of gumbo. As Founder of 4 Da Hood and the Ascending Leaders in Color program, he’s forging paths for peeps of color to lead with more authenticity, courage, and joy! Because for Frank, advancing equity isn’t just a job – it’s a movement towards building generational wealth for communities of color to thrive!Shane Carlin, MA
Asian Student Achievement - CEO | FOUNDER | COACH
Shane Carlin professional career has been in fundraising and Student Affairs, where he was the Director of Development for Student Life and Scholarships at Northwestern University, Assistant Vice Chancellor for Student Affairs Advancement at the University of Illinois at Urbana Champaign. Carlin has also worked as the Director of Corporate and Foundation Relations at the National Association of Student Personnel Administrators (NASPA) and in Residence Life and Housing at Miami, Northwestern, and Capital Universities. He is a Korean American adoptee who grew up in northern Kentucky.Brian Pinto, CFRE, MPA
Cradle of Liberty Council, Scouting America - Chief Development Officer
Brian Pinto MPA, CFRE, is the Chief Development Officer for the Cradle of Liberty Council, Scouting America. In this role, Brian provides leadership for COL's individual giving program to secure philanthropic support to further the work of the council, lead the development department, and work collaboratively with council leadership and volunteers to create comprehensive and integrated programming to cultivate and steward donors. He is a member of The Association of Fundraising Professionals, The National Association of Charitable Gift Planners, and is a Certified Fundraising Executive.
ALSAC/St. Jude Children's Research Hospital - Senior Philanthropic Advisor, Southeast
Currently serves as Senior Advisor, Principal Gifts and Inclusive Philanthropy, Southeast Region for ALSAC/ St. Jude Children's Research Hospital. Christopher enjoys connecting individuals with causes they are enthusiastic about. He is a seasoned fundraising advisor with over 20 years of experience serving non-profits, including ALSAC St. Jude Children's Research Hospital and the Boy Scouts of America (Nashville, TN)Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 333-334
Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
Whether you are managing a large or small fundraising shop, prospect research can turn the chaos of data into smooth processes that help you close more major gifts. You will discover how to use the right amount of research to work your way through the solicitation cycle to gift
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Tracey Church, MA, AFP Certified Facilitator (formerly AFP Master Trainer), MLIS
Tracey Church & Associates, Research + Consulting Services - Principal, Researcher & Consultant
A professional researcher for over 25 years, Tracey has worked with over 400 organizations in education, healthcare, environment, social services, Indigenous, the arts, and STEM initiatives, among others. She was Founding President of AFP London & Region (ON) and is the Treasurer & Chair, Sponsorships. Tracey is the Co-Editor & Contributor to APRA’s ”Prospect Research in Canada” book and chapter contributor to “Excellence in Fundraising in Canada” (2nd ed.). Tracey taught Prospect Research in Fundraising in Western University’s MLIS program for 15 years; received the inaugural APRA Canada Excellence in Prospect Research Award; and, is an AFP Certified Master Trainer.
Aspire Research Group LLC; Prospect Research Institute - CEO
Jennifer Filla is a veteran fundraiser with a focus on prospect research. As CEO of Aspire Research Group LLC, she believes that every development officer deserves a methodical, replicable process for major gift success. That’s why Aspire provides specialized major gift consulting, research services, and training. Jen is co-author of “Prospect Research for Fundraisers: The Essential Handbook” as well as numerous other research workbooks, and has served as a volunteer and trustee for a variety of organizations.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 335 - 336
Building Trust With Your Donors: Fundraising, the Ethical Impact Profession
In this era of misinformation and fractured political landscapes, building trust with your donors has never been more important. Policy Horizons Canada identified the top prominent disruption for 2024 and greatest threat to democracy as "people cannot tell what is true and what is not". Join us to explore the tools developed by AFP Global and AFP Canada to help you build stronger relationships with your donors and demonstrate your commitment to truth-telling and promise-keeping. Exploring both the Narrative for Canadian Fundraisers and the newly revised AFP Code of Ethics and Standards for Professional Fundraisers.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Central City Foundation - President & CEO
Jennifer Johnstone is President & CEO of Central City Foundation, an organization working to improve the lives of people in need in Vancouver’s inner city. Today, CCF pursues this agenda through community-centered philanthropy rooted in a commitment to truth, justice and reconciliation. CCF owns innovative, sustainable social purpose real estate properties and builds relationships with leading community organizations to create the opportunities for investments in community-led solutions. Jennifer’s background is in non-profit management and community resource development. Jennifer has long served as a board member with several local organizations and is currently the Chair of the board of AFP Canada.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 343 - 344
Unlock Your Working Genius: Elevating Fundraising Teams and Productivity
Using the popular Six Types of Working Genius framework, discover transformative insights and practical tools to reignite your joy at work, foster collaboration, and increase productivity. You’ll walk away with strategies to implement immediately. Don’t miss this opportunity to recharge and elevate your team’s potential!
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Stacey Wedding, BoardSource Certified Governance Consultant, Working Genius Certified Facilitator
The Stacey Wedding Group - Chief Strategist
Dubbed the "fairy godmother of nonprofits” by her clients, Stacey Wedding has 25+ years of nonprofit expertise working in the nonprofit sector and as a consultant to the sector. She and her team at The Stacey Wedding Group specialize in executive coaching, board governance, organizational development, and strategic planning. A sought-after keynote speaker and co-host of the highly acclaimed Nonprofit Everything podcast, Stacey is among just 80 BoardSource certified governance consultants nationwide. She is also a certified facilitator of The Six Types of Working Genius.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 345 - 346
The Future of Sustainable Giving in a Subscription Economy
Sustainable giving is accessible to more nonprofits than ever before. The subscription economy has transformed the landscape of sustainer programs, leading to a new kind of regular giving. Dave Raley, author of The Rise of Sustainable Giving: How the Subscription Economy Is Transforming Recurring Giving and What Nonprofits Can Do to Benefit, will unpack how recent trends have transformed monthly giving.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Imago Consulting - Founder
Consultant, speaker, writer, and founder of Imago Consulting, Dave works with leaders who recognize the importance of innovation as a path to profitable growth. Over the past 20 years, Dave has worked with, spoken to, and inspired hundreds of nonprofits to grow, develop strategies, and launch new products and initiatives. He’s the author of The Wave Report, a weekly report on waves to watch – trends and lessons leaders can learn from and apply to their leadership. He’s also the co-founder and host of the Purpose & Profit Podcast – a show about the intersection of nonprofit causes and for-profit businesses.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 347 - 348
Unlocking Corporate Philanthropy: Proven Strategies for Securing Gifts and Mobilizing Volunteers
Join an exhilarating session packed with actionable insights and innovative approaches for small to mid-sized nonprofits seeking to optimize their corporate philanthropy and volunteer engagement efforts. Get practical strategies, tailored guidance, and innovative techniques that can make a real difference in your fundraising and community engagement initiatives.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Pinky Vincent, CFRE, MA
Clarezza Insights LLC - Principal
Pinky Vincent Shubert, CFRE is a highly-skilled executive with experience in leading nonprofit programs, coaching emerging and seasoned professionals, directing fundraising and marketing teams, and measuring impact. Pinky serves on the global board of Association of Fundraising Professionals (AFP) and chairs its investment subcommittee. She is also on the board of AFP New York City chapter and mentors midcareer fundraisers. Pinky regularly speaks, coaches, and writes on diversity, equity, inclusion, and belonging (DEIB), marketing, fundraising, and leadership. You can reach her at https://www.linkedin.com/in/pinkyvincentMon, Apr 28, 2025
3:00pm - 4:15pm
Room 420 - 422
Leveraging Data, Systems, and Change to Elevate Your Nonprofit (Presented by CCS Fundraising)
This presentation will provide a roadmap for nonprofits to elevate their performance through the integration of data, systems, and change management. Attendees will learn about the process of continuously building a foundation for data-informed strategies and decisions, which will allow them to expand their revenue growth and mission impact.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
CCS Fundraising - Executive Vice President, Data Strategy
Allison founded and leads CCS Fundraising’s Systems practice area, partnering with complex organizations to holistically analyze fundraising operations. Centered on ‘data in practice,’ her work evaluates the ability of client systems and processes to support effective, impactful development programs, focusing on where each organization is now and where they aim to grow. A strong believer in the power of storytelling, she helps clients take ownership of their data narratives and create clear sight lines from individual activity to big picture goals.Ashutosh Nandeshwar, PhD
CCS Fundraising - Senior Vice President, Data Science and Analytics
Dr. Ashutosh Nandeshwar is a leader in creating effective systems and processes with tools and technology. Educated in systems engineering, artificial intelligence, and design thinking, he has built solutions to improve fundraising results at the world’s top higher education institutions. He has written multiple books, including co-authoring “Data Science for Fundraising.” Ashutosh earned his Ph.D. and MS in Industrial Engineering, specializing in machine learning, and an MS in design thinking. He loves speaking about the power of data and has given keynotes at national conferences. He is an active member of various professional organizations, including a term on Apra’s board.
CCS Fundraising - Principal and Managing Director
Greg is a Principal & Managing Director at CCS, the leading strategic consulting and fundraising management firm to nonprofit organizations worldwide. He serves on the CCS Board of Directors and leads the firm’s Philadelphia, Toronto, and Sydney offices in addition to its Systems and Analytics practices. He has advised hundreds of executive leaders, philanthropic partnerships, and development initiatives that have raised over $10 billion to advance the most important causes of our time. Greg earned his MBA from the Wharton School and BA from Boston College. He has visited, studied, and worked in 45 countries across all seven continents.Mon, Apr 28, 2025
3:00pm - 4:15pm
Signature Room
What fundraisers Need to Know About AI’s Impact on Marginalized Communities (Presented by Alford Group)
Join us for an interactive AI demonstration to explore how AI can shape future fundraising strategies. We’ll delve into the social impacts of AI and learn how to combat bias and discrimination. Despite AI’s benefits, it reflects societal biases, reinforcing discriminatory thinking. Empower yourself with the knowledge to make a difference.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Manju Ramachandran, CFRE
Fundraising Consultant - Director of Development
Inspired to be “in service to others,” Manju Ramachandran, CFRE, works with donors to give their time, treasure, and talent to close the equity gap in the Bay Area and has raised over $10MM to support programs at India Community Center, Second Harvest Food Bank, All Stars Helping Kids and now at San Jose State University. Manju co-founded the Inclusion, Diversity, Equity, and Access (IDEA) fellowship for AFP Silicon Valley/Golden Gate to ensure all voices are included in philanthropy, and is now mastering the art of making a difference through "ai fundraising" tools.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.Charles Buchanan, MBA
Technology Helps - CEO
Charles Buchanan is the Founder and CEO of Technology Helps, an organization dedicated to eliminating technology poverty in the social purpose sector and community. As a visionary leader he has a rich background in corporate technology leadership, including senior roles at Suncor Energy, Oracle, MNP and Deloitte and as an accomplished entrepreneur, he has founded and led numerous technology companies in diverse areas like fintech, online gaming, and environmental protection. He remains a leading expert in the tech industry, offering strategic guidance to organizations of all sizes, from large enterprises to startups and small nonprofits.
Jennifer Dotson, MSc
Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 433-434
Demystifying DAFs: Findings from the National Survey of DAF Donors
Do donor advised funds (DAFs) seem like a mystery to you? The National Survey of DAF Donors provides valuable insights to help you better understand DAFs and offers practical applications for professional fundraising. You will learn how to identify DAF donors, cultivate better relationships with them, and customize solicitations.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Brigham Young University - MPA Student
Rachel Sumsion is currently pursuing a Master’s degree in Public Administration at Brigham Young University and has a background in sociology, nonprofit management, international development, and business. Rachel is particularly drawn to research that has practical applications and has studied various topics, including donor advised funds, social impacts, and food insecurity. Beyond academia, Rachel has worked as a philanthropic consultant. In her free time, you can find Rachel going for a run or spending time with family.Dan Heist, MA, PhD
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 331-332
Learn About the Advanced Credential In Fundraising :It’s Time To Get Involved in ACFRE
The Advanced Certified Fundraising Executive (ACFRE) credential is the top credential of the fundraising process. Being certified as an ACFRE recognizes individuals who have demonstrated advanced level breadth and depth of knowledge about the fundraising practice, a commitment to leadership in the sector, and a commitment to ethical and effective professional practice. Join us for a lively and informative session to learn all about the ACFRE process—application, scholarships, mentoring. Members of the ACFRE Certification Board will explain the process and ACFRE’s will answer your questions. Don’t wait any longer. If you have 10 or more years of fundraising experience, NOW is the time to get involved in the ACFRE process.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
William Bartolini, ACFRE, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP
Bartolini Philanthropic - Principal
An AFP Master Fundraising Teacher, coach, and counselor in philanthropy, Bill Bartolini (PhD, ACFRE) has been a professional fundraiser for 40 years, recently retiring from Ohio State where he solicited gifts of $5M+. He’s worked for several universities, including George Washington, Northeastern, Kent State, Ball State, and a variety of nonprofits. Bill’s PhD dissertation at Kent State asked, “What do People Think and Feel when You Ask them for Money?” Most recently Bill was named a 2023 Distinguished Fellow by the Association of Fundraising Professionals.Timothy Logan, ACFRE, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MNO, FCEP
Mal Warwick Donordigital - Senior Legacy Director
Timothy D. Logan, FAHP, ACFRE, CFRE has over 40 years’ experience in fundraising and nonprofit management. Tim is Senior Legacy Director at Mal Warwick Donordigital. Tim is a leader in developing innovative multichannel direct response programs for major, mid-level and planned giving donors. He has extensive experience using the phone to identify potential donors and deepen donor relationships. Tim holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University and speaks and writes frequently on fundraising, nonprofit management, and building donor relationships.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.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 427 -429
A Decade of LGBTQ+ Philanthropy: Trends and Implications for Funders and Nonprofits
The Equitable Giving Lab's LGBTQ+ Index reveals that despite heightened attention to LGBTQ+ issues, giving to LGBTQ+ organizations remains a small share of overall giving. This session will unpack trends, challenges, and opportunities that have emerged in LGBTQ+ philanthropy and discuss implications for funders and nonprofits in this pivotal moment.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Katie Hultquist, MA
Outright International - Director of Leadership Giving
Katie Hultquist is Director of Leadership Giving for Outright International, a global nonprofit advancing human rights and equality for LGBTIQ people around the world. She has 25+ years of experience in nonprofit management, philanthropy, and social justice activism for local, national, and international organizations including NPH USA, Ashoka, and many others. Katie holds an Executive Masters in Nonprofit Leadership from Seattle University and a BA in International Studies from UNC-Chapel Hill.
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.Mon, Apr 28, 2025
3:00pm - 4:15pm
Room 423 - 425
AI - the Fundraising Assistant We’ve All Been Waiting For (Presented by Blackbaud)
Discover how AI technology can revolutionize the fundraising profession. Explore how a human-AI partnership can be used to focus on relationship building with your donor base by redistributing the work of fundraising to a shared workforce made up of humans and AI. From helping us better understand donor behavior, personalize communications, or predict giving patterns, AI is the assistant we all desperately wish we could have as fundraisers. We'll also discuss the ethical considerations of AI adoption and highlight how fundraisers' unique relationship-building skills make them ideal for responsible AI use. Learn from real-life success stories and ideate together to gain practical tips for integrating AI into your fundraising efforts. Don't miss this opportunity to enhance your fundraising strategies with AI!
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Blackbaud - Director of Data Intelligence
Holly Elizabeth Herbert is a collaborative and cross-functional change leader. In her current role as the Director of Data Intelligence, she works at the intersection of data, process, and technology to ultimately drive digital transformation at Blackbaud. In 2023, as part of Blackbaud’s Intelligence for Good program, she began exploring how generative AI could be used to enhance the employee experience and drive increased productivity. A community builder at heart, her approach focused on building a program that centered around AI by employees rather than AI for employees. From that, AI for Blackbaud was born.Mon, Apr 28, 2025
3:15pm - 3:45pm
Learning Lab 1
Drive More Donations With Personalized Marketing Campaigns (Learning Lab) Presented by Blackbaud
Speakers
Constant Contact - Partner Success Manager
Thomas Nettesheim is a Partner Success Manager and Sales Engineer at Constant Contact, bringing over 12 years of experience in supporting small businesses and nonprofits. As a subject matter expert, he frequently leads educational webinars that cover product overviews, best practices, and the essential role Constant Contact plays in effective marketing strategies.Mon, Apr 28, 2025
4:00pm - 5:15pm
Learning Lab 1
How to Become a Certified Fund Raising Executive (Learning Lab) Presented by CFRE
The CFRE Credential: Is it worth it? What are the benefits? Is the CFRE Exam difficult? this interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll dive into the eligibility requirements, application tips, and all things related to the CFRE Exam, as well as answer your questions. You’ll leave the session with a clear understanding of how to achieve your CFRE credential.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Eva Aldrich, CAE, PhD
CFRE International - President & CEO
Eva E. Aldrich is President and CEO of CFRE International, the only globally recognized fundraising credential. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy. Before that, she was a member of the consulting team at Johnson Grossnickle & Associates and was Assistant Professor of English and Director of the Writing Center at Franklin College. Aldrich has been widely published in fundraising journals and is one of the editors of Achieving Excellence in Fundraising, 3rd Edition, from Jossey-Bass.Mon, Apr 28, 2025
4:00pm - 4:30pm
Learning Lab 2
Empowering your nonprofit’s mission with Intuit Enterprise Suite (Learning Lab) Presented by Intuit
Learn how your nonprofit can benefit from an AI-powered suite that's designed to seamlessly increase productivity.
Education Track(s): Leadership and Management , Health Care (Sponsored by DonorSearch, Curated by Advancement Resources)
Mon, Apr 28, 2025
4:45pm - 5:15pm
Learning Lab 2
Unlocking Donor Potential with SylogistMission CRM (Learning Lab) Presented by SYLOGIST
Discover how AI and SylogistMission CRM innovate donor engagement and fundraising. This session covers AI-powered donor segmentation, predictive analytics, and campaign optimization. Join us for live demos, expert insights, real use cases, and a live Q&A to enhance your fundraising strategies and maximize impact.
Speakers