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.
Tue, Apr 29, 2025
8:00am - 9:15am
Room 320-322
Making Sense of Fundraising: How to Thrive in 2025
How do you make sense of what REALLY works in fundraising when there seem to be so many raise-more-money-fast promises lately? In this engaged dialogue we'll dig into the actual trends, discuss what's really working, and workshop a plan so that you can make the most impact in your work.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
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.Tue, Apr 29, 2025
8:00am - 9:15am
Room 323-325
Leveraging Data-Driven Strategies to Amplify Fundraising Success!
Join fundraising's best frenemy duo as they spar over their secrets behind research-driven fundraising successes. This session will dive into lively case studies and dissect the game-changing strategies that have supercharged donor engagement and fundraising outcomes. Discover how targeted research and savvy data analytics can transform your fundraising efforts.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Brooke Solutions - Founder
Cannon Brooke, founder of BROOKE Solutions, is a highly successful professional specializing in data-driven insights for nonprofits of all sizes. Building on his extensive experience, he integrates creativity and analytics to offer prospect identification, wealth analysis, giving trends, and engagement strategy services to organizations throughout the United States. Cannon has served in leadership roles at Chapman University, the University of Hawaii Foundation, and Hawaii Pacific Health, where he spearheaded successful prospect research for annual giving programs, capital projects, comprehensive campaigns, and legacy giving. Board service includes The California Advancement Researchers Association and APRA's Executive Leadership Cohort committee.Jennifer Oyer, CFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer), FCEP
Community Impact Advisors - Founder & Chief Joy Officer
Jennifer Oyer is the Founder and Chief Joy Officer of Community Impact Advisors, a boutique fund development consulting firm providing strategic counsel for nonprofit organizations and corporations striving to increase capacity and positively impact the community. As a connector and navigator in the fundraising sector who is deeply committed to creating space for partners to achieve greater philanthropic goals, Jennifer envisions a world where joyful giving is an integral part of society and every nonprofit is financially sustainable.Tue, Apr 29, 2025
8:00am - 9:15am
Room 327-329
Embracing the Collaborative Giving Revolution
Today’s major donor is a strategic, social investor moved by impact and connection. To succeed, you must focus on “partnership” over making a “pitch.” In this presentation, hear from a researcher, major donor and practitioner about how we can transform to meet today's collaboration-minded givers and create a better experience.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Brian Gawor, CFRE
JGA - Consultant
Brian Gawor, CFRE is a 25-year higher education and non-profit veteran, and dedicated “giving geek.” A former annual giving and major gifts professional turned consultant, he has helped higher education institutions of all sizes transform their engagement with data-driven strategies that maximize response from an inclusive, purposeful donor base. Brian has presented at over 100 professional conferences, created the top-rated Fundraising Voices podcast to showcase innovation in donor engagement, and regularly shares insights on LinkedIn.
Lisa Greer - founder
Lisa Greer is a philanthropic advocate dedicated to reshaping charitable giving. Following her transformative journey into the 1%, Lisa and her husband were disillusioned by the impersonal norms of philanthropy. Determined to instigate change, Lisa channels her expertise as a businesswoman to empower nonprofits with sustainable fundraising strategies. Through her bestselling book "Philanthropy Revolution" and upcoming release "The Fundraiser’s Handbook," she guides organizations worldwide toward authentic donor relationships and long-term success. With a focus on revitalizing the sector, Lisa's mission is to foster a culture of transparency, engagement, and lasting impact in philanthropy.
Girl Scouts of Greater Los Angeles - CEO
As CEO of Girl Scouts of Greater Los Angeles, Theresa Edy Kiene leads the nation's second largest Girl Scout council, with over 54,0000 members. Theresa provides strategic direction and vision for developing and achieving the organization's mission to build girls of courage, confidence, and character who make the world a better place. This mission has been a focal point of her career. Before coming to Girl Scouts, she served as VP of Strategic Planning and Change Management at Fuller Theological Seminary, co-founded and led two innovative consumer food brands, and had a successful career as a television executive.Tue, Apr 29, 2025
8:00am - 9:15am
Room 331-332
Fundraising and the Nonprofit Board
Fundraising and the Nonprofit Board takes a deep dive into how board members can support fundraising efforts through both active and supporting roles Designed to nurture partnership and collaboration between executive directors, development staff, and board leaders, this workshop will provide practical tips for empowering board members to get involved.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Launa Wilson, MSW
Launa Wilson Consulting LLC - Chief Executive Officer
Ms. Launa Wilson is a seasoned professional with over 20 years of experience working in the nonprofit sector. Through her company, Launa Wilson Consulting, she provides guidance and hands-on assistance to strengthen governance practices, enhance fundraising, and support organizational sustainability. Prior to establishing her consultancy, Ms. Wilson held a variety of positions in the sector, including program manager, major gifts officer, and executive director. She has built programs from the ground up, raised millions in charitable dollars, and led systemic changes resulting in stronger, more efficient, and more diverse nonprofits.Tue, Apr 29, 2025
8:00am - 9:15am
Room 333-334
Ethics Matter: More Than Your Momma Taught You
"Do the right thing at the right time". But the ethics pool can become murky in these underfunded and understaffed times. These 6 principles, based on Harvard Business School ethics research, will help you stay on the highest ethics course regardless of the challenges.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Alexis India Alm, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), CAP, CEC
Alexis Alm Advisors, LLC - CEO and Executive Coach
Ms. Alm is a highly regarded nonprofit professional with over 35 years of executive leadership experience. She has established successful, multi-million dollar major gift campaigns and is known as a planned giving guru for local, community-based organizations and an AFP Certified Master Trainer. Ms.Alm is highly credentialed and has earned graduate certificates in Leadership and Management from Harvard Business School, a Master's in Nonprofit Management, a Certified Executive Coach (CEC), a Chartered Advisor in Philanthropy (CAP), Certified Nonprofit Consultant (CNC), CFRE and is a Doctoral Candidate in Organizational Leadership at American College of Education.Tue, Apr 29, 2025
8:00am - 9:15am
Room 431-432
How to Work with DAF Donors: Strategies from the Field
Struggling to maximize donor advised funds (DAFs)? We’ve got you covered! DAFs’ popularity is skyrocketing, making it increasingly important that fundraisers have high DAF IQs. You can seize DAF opportunities and navigate their challenges with new information and strategies presented by this AFP Levis Research Fund award-winning team!
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Genevieve Shaker, PhD
Indiana University Lilly Family School of Philanthropy - Donald A. Campbell Chair in Fundraising Leadership
Dr. Genevieve Shaker is the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy and a faculty member of The Fund Raising School. Two decades of fundraising experience inform her approach as a teacher, researcher, writer, and community member. She works to build resources for the fundraising profession and to help individuals and organizations achieve their philanthropic goals. Dr. Shaker is a member of the AFP Research Council and a recipient of the AFP Skystone Partners Prize for Research.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.Tue, Apr 29, 2025
8:00am - 9:15am
Room 343 - 344
The Truth about Foundation Fundraising
You may be doing your foundation fundraising all wrong. Come learn how foundations really make decisions, how you can best use that to your advantage, and how to build a strong, scalable, foundation program that leads to big grants.
Education Track(s): Securing the Gift
Audience: Strategic
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.Tue, Apr 29, 2025
8:00am - 9:15am
Room 345 - 346
Compelling & Inclusive Storytelling – How to Center Underrepresented Voices
Don't miss this opportunity to elevate your storytelling prowess and engage diverse perspectives in your organization's fundraising efforts. Participants will learn powerful tactics and principles, including asset framing and community-centric fundraising, to amplify marginalized narratives authentically. Join the discussion about operationalizing these strategies for genuine partnership and impactful storytelling.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Park City Community Foundation - VP of Development
Alexis is the VP of Development at Park City Community Foundation and is a seasoned fundraising professional. She’s played pivotal roles leading and collaborating with several Development teams in reaching and exceeding multi-million-dollar fundraising goals year after year. Previously, she held Development roles at Volunteers of America, Utah and other human services agencies in Salt Lake City. Alexis started her career in digital marketing and brand management but transitioned into nonprofit fundraising to apply her skillset to community impact. She serves on the Boards of Directors of the AFP Utah Chapter and an affordable housing nonprofit serving several Utah counties.
Park City Community Foundation - VP of Equity & Impact
Diego migrated from Peru in 2005 to attend the David Eccles School of Business at the University of Utah. His journey in the philanthropy sector began in 2009 when he managed education programs and directly worked with immigrant families and their children. With a focus on collaboration and community organizing, he works towards improving equitable outcomes for communities of color as well as other marginalized groups. Diego believes that through empowering folks and creating more inclusive environments, philanthropy can do more than just address the symptoms, but rather, examine the root causes and systems in place creating these disparate outcomes.Tue, Apr 29, 2025
8:00am - 9:15am
Room 347 - 348
Ready, Set, Ethical AI: Preparing Your Organization for AI in Fundraising
Join us to explore the ethical integration of AI in fundraising, featuring discussions on biases, Anthropic's AI Safety Levels and the management of AI persuasion. Engage through live polls, demonstration of tools, and engaging discussion to enhance your AI strategy ethically and effectively. Don't miss this cutting-edge session!
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Keith Greer, CFRE
University of New Mexico Foundation - Director of Development
Keith Greer, CFRE is Director of Development for the UNM School of Architecture + Planning and host of the podcast, Let's Talk Fundraising. With over a decade of fundraising experience, Keith has lead fundraising for Hawai'i Island's largest hospice organization and was the Director of the ASRT Foundation with work reaching around the globe. Keith is an AFP Chamberlain Scholar as well as an ASAE NextGen Award Winner.Tue, Apr 29, 2025
8:00am - 9:15am
Room 423 - 425
6 Things You Should Do to Get Your Board Ready for a Capital Campaign
If you’re planning a capital campaign, your board members are likely to be anxious. In this session, we’ll give you simple and effective ways to get your board members ready for a campaign.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Amy Eisenstein, ACFRE
Capital Campaign Pro - CEO
Amy Eisenstein, ACFRE, is the CEO and Co-Founder of Capital Campaign Pro. She has been a development professional and fundraising consultant for more than 25 years. Since 2008, she has consulted for nonprofit organizations on capital campaigns and major gift fundraising. She is a frequent speaker at national and local conferences and has authored several books on fundraising including, Major Gift Fundraising for Small Shops. Amy served on the board of AFP-NJ for nearly a decade, including serving as President of the board in 2014 and 2015.Tue, Apr 29, 2025
8:00am - 9:15am
Room 420 - 422
5 Ways to Develop Billion-Dollar Donor Relationships
Ready to learn the best ways to cultivate donor relationships and attract your largest-ever gift? In this session, you’ll learn five strategies to build lasting trust and focus on the impact of philanthropy through the donor's lens. This presentation will be based on the case study of a $1B gift.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Karen Cochran, CFRE, MA
Philanthropy Innovators - Founder & Chief Philanthropic Innovator
Karen is a seasoned philanthropic strategist who has led and mentored teams that raised more than $7.5 billion. She brings experience as a nonprofit volunteer and senior leader at several well-known research universities where she built fundraising and advancement teams that significantly increased both results and impact. A strong advocate for professional development, mentorship, and workplace well-being, Karen is a certified Marshall Goldsmith Stakeholder Centered Coach. Known for her organizational acumen, forward-thinking vision, and commitment to inclusion, Karen helps build cultures that encourage everyone to be their best in service to their mission.Tue, Apr 29, 2025
8:00am - 9:15am
Room 427 -429
A Nonprofit Enters the Chat: Cultivating Relationships with Corporate Giving Officers for Win-Win Outcomes
Corporate giving officers are inundated by nonprofits asking for money, and nonprofit leaders are often overwhelmed with what it takes to cultivate successful relationships with them. This session features candid dialogue between a corporate giving officer and a nonprofit leader about approaching the nuances of this dynamic for win-win outcomes.
Education Track(s): Relationship Building
Audience: Applied
Speakers
CareSource
Ellen Miller is the Vice President of Community Engagement & Foundation at CareSource. In this role, she oversees funding initiatives for the CareSource Foundation and leads community relations as well as development efforts across Ohio and emerging markets. Prior to joining CareSource, Ellen served as Sales Manager - Dayton Region at Altafiber. Ellen holds a bachelor’s degree in business from the University of Dayton. She currently serves as Chair of the Archbishop Alter High School Board and is on the Dayton Boys & Girls Club and Wright State University Boards. Ellen lives in Centerville, Ohio with her family.
Boys & Girls Club of Dayton - President & CEO
Crystal Allen is a visionary leader and empowerment speaker who believes "all young people deserve the opportunity to thrive, regardless of their zip code or family dynamic." With nearly 30 years of youth development experience, Crystal serves as President & CEO of the Boys & Girls Club of Dayton. Her leadership has led to the revitalization of one of the region's premier out-of-school time organizations, garnering both local and national recognition. Crystal earned a Bachelor of Arts Degree in English (Pre-Law) from Central State University. She loves camping, traveling, building her eyeglass collection, and spending time with her five amaMichelle Cramer, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer)
Cramer & Associates - President & CEO
Michelle Cramer, CFRE, AFP Master Trainer is President & CEO of Cramer & Associates, a woman-owned, Hispanic-owned fundraising consulting firm. Founded in 1987, the firm specializes in feasibility studies, campaigns, and serves nonprofits of every size and sector. In 2015, Michelle was awarded the “Outstanding Professional Fundraiser of the Year” award by AFP Central Ohio. She was also a contributing author to “The Nonprofit Consulting Playbook: Winning Strategies from 25 Leaders in the Field.”Tue, Apr 29, 2025
8:00am - 9:15am
Room 433-434
More than AI, Where Donors & Tech Are Taking Fundraising (Presented by Bonterra)
More than AI—Where Donors & Tech Are Taking Fundraising explores the latest tech-driven fundraising trends beyond the AI hype. From mobile giving to peer-led fundraising and conversational giving, discover how to meet donors where they are—and where they’re going. Walk away with actionable strategies to future-proof your fundraising.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Bonterra Tech - SVP of Data Science and Analytics
Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to advance applied data science in the nonprofit sector. Ben is the SVP of Data Science and Analytics at Bonterra, and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben also serves on the AFP Research Council and is the immediate past chair of the Fundraising Effectiveness Project.Kimberly O'Donnell, CFRE, ACC
Bonterra - Chief Fundraising Officer
Kimberly is an innovative tech leader known for driving new initiatives with strategy, curiosity, and discipline. With expertise in nonprofit fundraising she excels at launching and reimagining programs and products, currently in professional services and coaching. Kimberly leads Bonterra's coaching/consulting program, specializing in fundraising and engagement coaching for nonprofits and corporate social responsibility (CSR) for major corporations. Her experience spans SaaS, nonprofit, education, healthcare, financial services, and luxury/retail sectors. For over a decade, Kimberly taught nonprofit leadership at Georgetown and George Mason Universities. She’s coached 60 executives, hosted the popular Accidental Fundraiser podcast, and has contributed to 25+ publications.Tue, Apr 29, 2025
8:00am - 9:15am
Room 335 - 336
Partnering for Impact: How to Engage Elected Officials to Advance Your Nonprofit’s Mission
What’s the best way to engage your elected officials and public servants to educate them about the impact of your work? If you are navigating government funding cuts, you need to be in touch with your elected officials - at all levels of government. Discover how to build meaningful relationships with government officials—just as you would with major donors—to advocate for public funding streams. Strong, strategic relationships are essential when officials allocate resources or enact policies that impact your organization. Join us to learn best practices for developing long term friendly relationships with officials that can ultimately strengthen your nonprofit’s position. Hear from a veteran U.S. congressional staffer and a seasoned consultant with over 25 years of experience guiding nonprofits through the complexities of local and state government funding. We’ll discuss: Why do public officials want to hear from you? Why do they need to hear from you? Why it’s important to stand out & be cheerfully aggressive How to reach out - getting the meeting. Understanding the role of gatekeepers. How do you approach the meeting if the elected official is on the other side of the aisle? How to develop a long term relationship with an elected official and stay on their radar.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Gail Perry, CFRE, MBA
Gail Perry Group - Consultant, Speaker, Author and Coach
Gail Perry is a veteran philanthropy leader, keynote speaker, and author with more than 30 years’ experience. Her company, Gail Perry Group, helps nonprofits reach extraordinary fundraising and capital campaign goals. She has keynoted over 60 fundraising conferences around the world, and was named a LinkedIn Top Voice in Philanthropy in 2020. Her book, Fired-Up Fundraising: Turn Board Passion into Action, is recognized as “the gold standard guide to building successful fundraising boards.” She got her start in fundraising at Duke University and then led development at the Kenan Flagler Business School at UNC-Chapel Hill.
Gail Perry Group - Vice President for Client Success
With two decades of experience in the political sector, Cassie understands politics and advocacy at all levels of government. A 10-year veteran of Capitol Hill, Cassie knows how politicians think and how to work within any government system to make positive gains for an organization. Cassie helps clients understand how to work their way through their web of influence to maximize their partnerships with local public entities.Tue, Apr 29, 2025
9:50am - 10:10am
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
Tue, Apr 29, 2025
10:00am - 10:30am
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.Tue, Apr 29, 2025
10:00am - 11:15am
Room 423 - 425
500 nonprofits have spoken! Hot Takes from The 2025 Nonprofit Marketing Survey (Presented by Feathr)
Feathr polled nearly 500 nonprofit professionals about their biggest wins, losses, challenges, and strategies over the past year - and we’re sharing their lessons with you. In this session, get real-world examples of how to… Diversify your… everything! Keep the donors you have. Navigate uncertainty with confidence.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Feathr - Associate Director of Sales
Kimberly Bottom is a passionate storyteller and a sharp strategic thinker with 15 years of experience in digital media, spending the last 10 years focused on digital content and marketing for nonprofits. With a degree in Broadcast Journalism from the University of Central Florida, and work that earned an award from the Associated Press, Kimberly has gathered, produced and distributed thousands of hours of content to inform and inspire audiences. In her current role at Feathr, Kimberly consults with nonprofits of all shapes and sizes on the most effective and efficient ways to know, grow and engage their audiences.Tue, Apr 29, 2025
10:15am - 11:30am
Room 320-322
Supercharge Your Bequest Program With Smart Supporter Surveys
Understanding your supporters is important. Influencing them is vital. This practical session will equip you to run a powerful, influential survey to identify and convert bequest prospects. Drawing on world leading research, behavioural economics experiments, philanthropic psychology and dialogue marketing you will master global best practice supporter surveys.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
More Strategic - Director
Martin is one of Australia's most respected fundraisers and acclaimed speakers. In 2020 he was recognised for his lifetime contribution and leadership by the Fundraising Institute Australia. Before founding Australia's leading consultancy, More Strategic, Martin led large teams to success across the UK and Australia with Cancer Council, Heart Foundation, National Trust and WWF. Martin has since worked with most of Australia's top 100 not-for-profits to develop insight driven, evidence based strategies for growth. His sessions are informative, inspiring and thought-provoking.Tue, Apr 29, 2025
10:15am - 11:30am
Room 323-325
From Data Analysis to Action: Utilizing AI for Nonprofit Success
Explore how AI can transform nonprofit communication strategies. This interactive session includes a live ChatGPT demo, teaching you to utilize AI for effective donor segmentation, message optimization, and increased engagement, ultimately boosting your nonprofit's impact.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Josh Hirsch, MS
Fundraise Up - Education and Training Strategist
Josh Hirsch is the Education and Training Strategist for Fundraise Up. He has worked in the nonprofit sector since 2006. He has an extensive background in social media, digital communications and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is the Florida Caucus Representative for the AFP First Coast Chapter and Past-President of the Palm Beach County ChapterTue, Apr 29, 2025
10:15am - 11:30am
Room 327-329
Two Studies on the State of African American Philanthropy
Uncover the essence of African American philanthropy with Elsie L. Scott, Ph.D. and Dr. Emmett D. Carson. From boosting HBCU support to advocating for collective giving, delve into vital research and actionable strategies for societal equity. Join the dialogue shaping a more inclusive future through philanthropy.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Emmett D. Carson, PhD
Valdry Center for Philanthropy at Southern University - Former CEO, Silicon Valley Community Foundation and Minneapolis Foundation
A social innovator, Dr. Emmett D. Carson has helped create new institutions, programs and research in the pursuit of a more equitable society. He was the first COO of the Lucas Museum of Narrative Art, founding CEO of Silicon Valley Community Foundation, and CEO of The Minneapolis Foundation. He has authored seminal research on African American giving and philanthropy. His graduate and undergraduate degrees are from Princeton University and Morehouse College, respectively.Elsie L. Scott, MA, PhD
Howard University - Director, Ronald W. Walters Leadership & Public Policy Center
Elsie L. Scott, Ph.D. is the founding director of the Ronald W. Walters Leadership and Public Policy Center at Howard University. She has served as president and CEO of the Congressional Black Caucus Foundation, executive director of the National Organization of Black Law Enforcement Executives, in local government and college teaching positions. She has a Ph.D. from Atlanta University in political science.Alfred Harrell, III, CFRE, MBA
Southern University System Foundation - CEO
Alfred E. Harrell, III serves as CEO of the Southern University System Foundation (SUSF). The Southern University System is comprised of five campuses located in Baton Rouge, New Orleans, and Shreveport, Louisiana, and is the only Historically Black College and University -System (HBCU) in the nation. As CEO, he has activated programming and expanded the organizations capacity to serve the University and its surrounding communities through the creation of the Southern University Innovation Center for Business Opportunities and Entrepreneurship and the Valdry Center for Philanthropy — the first of its kind at an HBCU.Tue, Apr 29, 2025
10:15am - 11:30am
Room 331-332
AI & Major Gifts: The Fundraiser’s Roadmap to Smarter Donor Engagement (Presented by DonorSearch)
AI is revolutionizing major gift fundraising, moving beyond wealth screening to predictive intelligence. This session explores how AI uncovers high-potential donors, forecasts major gifts, and personalizes outreach. Learn how to optimize engagement, maintain a dynamic portfolio, and convert prospects into committed donors using cutting-edge AI strategies.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Sarah Tedesco, MBA
DonorSearch - Chief Operating Officer and Co-Owner of DonorSearch
Sarah TeDesco is the Chief Operating Officer and Co-Owner of DonorSearch, bringing 15+ years of nonprofit expertise to the fundraising industry. Since 2007, she has helped grow DonorSearch into a nationally recognized leader in fundraising technology. She focuses on company growth, operations, client success, and marketing, driven by a passion for providing nonprofits with actionable data. A recognized speaker, she has presented for AFP, Apra, AHP, and more. Sarah holds a BA in English and Psychology and an MBA from the University of Maryland’s Robert H. Smith School of Business. Her work is guided by Growth and Excellence.Tue, Apr 29, 2025
10:15am - 11:30am
Room 333-334
Pursuing State and Federal Funding Through Legislative Advocacy and Relationship Building: A Case Study
Learn how to engage with public officials to secure transformational funding for your organization. Join us to gain an understanding of how to educate government entities about your organization's impact, your value to your constituents and the community, and how you can serve as a resource to civic leaders.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
G2G Consulting - Vice President
Becky Watts is a Vice President with G2G Consulting, a full-service government affairs consulting firm that has raised $531 million in government funding and is based in Washington, DC, Cleveland and Columbus, Ohio. Becky joined G2G in 2008 and leads the company’s work in Ohio, guiding organizations on advocacy strategies and securing federal, state and local government funding. She previously served as Appropriations Director on Capitol Hill managing earmarks for U.S. Senator Mike DeWine, who is now the Governor of Ohio. With over two decades of experience, Becky knows first-hand how to secure funding and be an effective advocate.Julie Weagraff, CFRE
Girl Scouts of North East Ohio - Chief Development Officer
Julie Weagraff is the Chief Development Officer for Girl Scouts of North East Ohio where she is responsible for all fundraising and advocacy activities for the council, which covers 18 counties and serves 19,000 girl members and 9,000 adult members. She has over 30 years of nonprofit management experience. She holds a master’s degree in nonprofit management from Case Western Reserve University and a bachelor’s degree in public relations with honors from Westminster College in New Wilmington, PA. She currently serves on several boards, including the Board of Directors for the Association of Fundraising Professionals Greater Cleveland Chapter.Tue, Apr 29, 2025
10:15am - 11:30am
Room 335 - 336
Hacking Mass Fundraising: Training AI to Work Hand-in-Hand with Humans (Presented by Delve Deeper)
Learn how AI and human insights can work together to drive exceptional donor engagement and performance. This session tackles algorithmic bias, effective Gen Z outreach, and targeted messaging, offering strategies to optimize performance now while fostering donor loyalty for sustainable growth over the next 30 years.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
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.Tue, Apr 29, 2025
10:15am - 11:30am
Room 431-432
Oops, I'm the CEO! How Fundraising Prepared Me to be an Ethical and Responsive Leader
Ever unexpectedly find yourself in a financial or executive leadership role? This session will explore how competencies developed in fundraising - like transparency, strategic thinking, team empowerment, relationship building, and resilience - can inform & strengthen your work at an executive level, whether you planned to be there or not.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Kirk Laughlin, CFRE, MA, MNPL (Master in Nonprofit Leadership)
Refugee Women's Alliance - Chief Development Officer
Kirk W. Laughlin, CFRE has been a fundraiser & nonprofit leader in the Seattle area since 1994 & holds a Master’s in Nonprofit Leadership from Seattle University. During his career, he has taken on leadership roles as a general administrator, financial director, and top executive for organizations serving the mission areas of arts & culture, education, and volunteer service. He’s led fundraising for missions empowering immigrants & refugees and neurodiverse youth. And he serves on the foundation board for the U.S.’s largest employer of individuals who are blind, Deaf-Blind & blind with other disabilities.Tue, Apr 29, 2025
10:15am - 11:30am
Room 343 - 344
How to Save Giving in 10 Easy Steps: A Blueprint for Philanthropic Transformation
Join philanthropic visionary Lisa Greer in a dynamic talk-show style session at AFP ICON hosted by Kassie Cosgrove. Discover practical strategies to revolutionize charitable giving, as Lisa shares insights, success stories, and interactive discussions. Don't miss this opportunity to transform your approach to philanthropy and make a lasting impact."
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Kassie Cosgrove, CFRE, MA
Loyola University New Orleans - Senior Development Officer
Kassie Kissinger Cosgrove is a passionate and energetic philanthropic matchmaker, committed to aligning donors’ values with mission-driven priorities. As Executive Director at The Root Agency, she helps organizations develop fundraising strategies and achieve sustainable success through people, tools, and process (PTP). With over 13 years of experience in major gifts and alumni engagement, Kassie specializes in building authentic donor relationships. A leader in the philanthropic community of southeast Louisiana, she serves in key roles with AFP. Her background includes development positions at Loyola University, Tulane, and the Jewish Federation of Greater New Orleans, along with certifications like CFRE and CFRM.
Lisa Greer - founder
Lisa Greer is a philanthropic advocate dedicated to reshaping charitable giving. Following her transformative journey into the 1%, Lisa and her husband were disillusioned by the impersonal norms of philanthropy. Determined to instigate change, Lisa channels her expertise as a businesswoman to empower nonprofits with sustainable fundraising strategies. Through her bestselling book "Philanthropy Revolution" and upcoming release "The Fundraiser’s Handbook," she guides organizations worldwide toward authentic donor relationships and long-term success. With a focus on revitalizing the sector, Lisa's mission is to foster a culture of transparency, engagement, and lasting impact in philanthropy.Tue, Apr 29, 2025
10:15am - 11:30am
Room 345 - 346
Presidents, Politics and Personalities: How to Engage Your Leadership in Fundraising - Whoever They Are
Development leaders who represented the legacies of Presidents Ronald Reagan and Bill Clinton will talk “Across the Aisle” to share their experience working with diverse leaders, boards, and philanthropic causes to maximize fundraising outcomes. They will discuss “founders syndrome,” board politics and dynamics, and working with/beyond an organization’s founder.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Krach Institute for Tech Diplomacy at Purdue - Chief Revenue Officer
Michelle Powers Keegan has served more than 25 years leading nonprofits in fundraising, board development, strategic planning, special events, and corporate sponsorships. She is currently the Chief Revenue Officer at the Krach Institute for Tech Diplomacy at Purdue. Career highlights include serving as CDO at the Ronald Reagan Presidential Foundation & Institute; the Center for Strategic and International Studies; and Ford’s Theatre - where she led three major capital campaigns. Prior to that she oversaw major gifts and institutional partnerships at Volunteers of America, and Special Events and Alumni Relations at NYU's Robert F. Wagner Graduate School of Public Service.
Jethro Miller & Associates LLC - CEO
Jethro recently formed Jethro Miller & Associates LLC to focus full time on fundraising consulting. Previously, he served as the Chief Development Officer for the Clinton Foundation and for Planned Parenthood nationally. At Planned Parenthood, he raised a total of $3.4 billion over ten years. Earlier in his career, Jethro served as Vice President at the American Red Cross where he built major giving programs through the engagement of the organization’s leadership and boards. Jethro also worked for CCS Fundraising and led capital campaigns for UNICEF, ACLU, Rotary, a hospital, a homeless shelter, and an opera company.Tue, Apr 29, 2025
10:15am - 11:30am
Room 347 - 348
Empathetic Conversations: Helpful Flairs for Drama
Do you wish your boss understood you? Or you had more time for your team? Or there’s an elusive donor you just can’t read? You need empathetic conversations. But how?! Together, we’ll make the intangible tangible with a six-step process so you can begin your journey in the Empathy Army.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Matthew Gellin, CFRE, MFA
American Legacy Theatre - Executive Artistic Director & CEO
Matthew David Gellin, MFA, CFRE is founder, Executive Artistic Director & CEO of American Legacy Theatre. With nearly 15 years in nonprofit fundraising across multiple industries, Matthew continues to innovate and redefine the norm. Matthew was a USA representative to the People’s Republic of China for foreign business affairs and for UNESCO’s International Theatre Institute in Romania; he also led national sales offices in the for-profit sector. Matthew approach from the ideal and a plentiful mindset.Tue, Apr 29, 2025
10:15am - 11:30am
Room 427 -429
Creating a Culture of Commitment Within Your Development Team
This session addresses the critical challenge of attracting, developing, and retaining top fundraising talent in the nonprofit sector. You'll gain insights and strategies for creating a supportive and engaging work culture that fosters long-term commitment and reduces turnover among fundraising professionals. This could be the best fundraising job ever!
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Tammy Zonker, AFP Certified Facilitator (formerly AFP Master Trainer), CFRM
Fundraising Transformed - Fundraising Strategist, AFP Master Trainer & Keynote Speaker
I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast. I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certi?ed AFP Facilitator and international keynote speaker. I’ve led and trained thousands of nonpro?t social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M. I currently serve as Dean at the Institute for Charitable Giving, Contributing writer to NonProfit PRO, and Senior Advisor at Capital Campaign Pro.Tue, Apr 29, 2025
10:15am - 11:30am
Signature Room
It’s Time to Pay Attention to Gen X and Millennials
Soon, $53 trillion will be passed from Baby Boomers to Gen X and Millennials. How can non-profits begin preparing today for these younger generations of donors? In this insightful panel, learn from Gen X and Millennial philanthropy leaders how they are setting up their fundraising programs for success.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Hopkins School - Chief Advancement Officer
As the first Chief Advancement Officer at Hopkins School in New Haven, Connecticut, Tom Diascro oversees an extensive alumni and parent engagement, annual and leadership giving, major and principal giving, and stewardship and donor relations program. Prior to joining Hopkins School, Tom served as Director of Alumni & Parent Relations at Wesleyan University in Connecticut (his alma mater), where he also previously served as a Major Gift Officer. Tom brings to his advancement role a more than 15-year career in Professional Services marketing and communications. Tom received his B.A. from Wesleyan University and his M.A. from George Washington University.
Beth Interactive Inc. - Principal + CEO
Beth Hatcher is the Principal and CEO of Beth Interactive, a digital philanthropy and communications agency in Chicago. With 18 years of experience in online fundraising and healthcare marketing, she specializes in crafting customized fundraising and communications strategies for healthcare foundations, higher ed institutions and non-profits. A passionate storyteller, data nerd and accomplished presenter, Beth loves to bring best practices to her non-profit clients nationwide—with the goals of engaging donors and increasing giving through intelligent strategies, thoughtful implementation and full-service support. She received the 40 Under 40 Award from the Association of Healthcare Philanthropy in 2022.Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Born and raised in war-torn Bosnia, Dzenan’s humble beginnings were a stepping stone that shaped him into the professional he is today. A resident of a refugee camp and Germany for six years, he and his mother immigrated to the United States when he was nine years old. Dzenan currently has the honor of serving Avera as Chief Philanthropy Officer, and he has served and led teams to raise more than $600 million. Dzenan and his wife, Kelsey, reside in Sioux Falls, South Dakota. He is involved in the community, serving on several regional and international nonprofit boards and committees.
USA Triathlon Foundation - Chief Development Officer
Christi-Marie Butler is President and Chief Development Officer for USA Triathlon Foundation. She started her career in fundraising 20 years ago as a frontline fundraiser. “While I love philanthropic strategy and operations, talking to people who care about things that matter—and showing them how to help—is the core of how I can support the missions I serve,” Butler explained. From the Girl Scouts of Colorado to Colorado College; from Centura to Children’s Hospital to USA Triathlon, Christi-Marie and her teams have consistently secured the largest gifts for their department or organization. She trains actively for 10Ks, half marathons and triathlons.Tue, Apr 29, 2025
10:15am - 11:30am
Room 433-434
How to launch a successful monthly giving program in a small non-profit
Are you looking to start a monthly giving program? Join this session to learn how to set up a monthly giving program; how to acquire new monthly donors; how to convert existing donors to monthly; and what you need to do to keep monthly donors (and even gain legacy prospects).
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Charity Shift - Fundraising Consultant
Sara Hoshooley is a fundraising consultant and coach who LOVES working with small nonprofit organizations and small fundraising teams to create customized fundraising plans that raise more money. As a former small charity Executive Director she understands the unique challenges and opportunities facing small but growing nonprofits. Her unique approach uses each organization's strengths to grow fundraising in an authentic and sustainable way.Jas Jhooty, MA
Independent - Consultant
Both as a direct line fundraiser and consultant, Jas has over 16 years of monthly giving expertise including monthly acquisition, conversion, reactivation, and upgrades through email, digital, direct mail, telefundraising, DRTV, telethons, radiothons, and face-to-face/door-to-door. As a consultant, Jas supports charities of all sizes with fundraising planning, fundraising audits, donor journey mapping, and monthly giving program development and growth.Tue, Apr 29, 2025
10:15am - 11:30am
Room 420 - 422
Managing the Avalanche: Prospect Research & Assignment for 2,000+ Prospects
A challenge for many development offices is conducting research on and making relationship management assignments when there are a surplus of prospects. In this session, we present a suite of processes for addressing this challenge can be adapted and replicated at other organizations.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Campbell & Company - Consultant
Cara Anderson Rosas joined Campbell & Company as an Operations Consultant after 20 years with the University of Florida Foundation and UF Health. During that time, she took on or supervised many roles in advancement operations, including prospect research, prospect management, gift processing, CRM training, data integrity, and analytics. At UF Health, she developed and managed the hospital’s grateful patient and concierge programs. Cara brings her expertise in development operations to the full range of Campbell & Company clients. She has a BA from Wesleyan University in History and an MA from University of Florida in African History.
NewYork-Presbyterian Hospital - Research Manager
Cara Josephson serves as a Research Manager on the Research and Portfolio Management Team at NewYork-Presbyterian Hospital. In her role, Cara oversees the identification of new prospects, as well as in-depth research that furthers substantial relationships with supporters. Previously, Cara worked for JCCA as a Development Associate and worked in market research at various consumer insights and strategy consulting firms. Cara graduated with a BA in Communications and Digital Studies from the University of Wisconsin-Madison.Tue, Apr 29, 2025
10:45am - 11:15am
Learning Lab 2
Beyond SEM: Delve Deeper’s Audience-First Approach for CARE (Learning Lab) Presented by Delve Deeper
Join us to explore how Delve Deeper's strategic search engine marketing boosted CARE's ROAS by 25% and reversed negative giving trends. Learn about our expanded services managing all of CARE's marketing channels, utilizing small, consistent steps for an audience-first, data-driven, holistic approach to nonprofit fundraising.
Speakers
Tue, Apr 29, 2025
11:30am - 12:00pm
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)