education sessions

More than 100 total educational sessions* are waiting for you at AFP ICON Virtual 2021. Whether you want to master leadership, relationship building, securing the gift, trends and innovation, or all of the above, AFP has the latest and greatest information to unlock your fundraising potential.

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

Clear

Current And Prospective Donor Research

June 28

11:15am - 12:30pm

2020 Fundraising Stats: Just the Facts on Fundraising Statistics

(Session Run Time 69-minutes) Learn about fundraising stats, presented by fundraising experts, that reveal the state of the fundraising union. Uncover donor acquisition and retention trends across the country, and learn how your organization compares with these must-have benchmarks. Learn about the impact the Global Pandemic had on the fundraising sector.

Education Track
Current and Prospective Donor Research
Speakers

Jim Greenfield

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

Benjamin Miller

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

Nathan Dietz

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

June 28

11:15am - 12:30pm

Global Fundraising Challenges after the COVID-19 Pandemic

(Session Run Time 75-minutes) This session will consist of two segments: (1) presentation of the most up-to-date information on global philanthropic responses to the COVID-19 crisis based on results from numerous studies conducted by the presenters and (2) audience engagement to evaluate the role and impact of global philanthropy during the COVID-19 global pandemic.

Education Track
Current and Prospective Donor Research
Speakers

Cathie Carrigan

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

Xiao Han

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

Kinga Zsofia Horvath

Photo of Kinga Zsofia Horvath
Ms. Horvath is a Visiting Research Associate at the Indiana University Lilly Family School of Philanthropy at IUPUI. She has extensive knowledge and experience in public policy and philanthropy, with specific research interests in global philanthropy and cross-border giving. Ms. Horvath has co-authored several international projects, including the Global Philanthropy Environment Index and the 2020 Global Philanthropy Tracker. She currently co-leads the research of the 2021 Global Philanthropy Environment Index.

Sasha Zarins

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

Una Osili

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

June 28

1:20pm - 2:35pm

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

(Session Run Time 74-minutes) We’ve all had events postponed or canceled because of COVID-19. Let’s come together and learn about the world of virtual events. From strategy to execution, we will explore the key facets of events as well as their changing relevance. We will explore and learn about technology tools that can assist.

Education Track
Current and Prospective Donor Research
Speakers

Lynne Wester

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

June 28

3:45pm - 5:00pm

How Storytelling fuels Fundraising at the Houston SPCA

(Session Run Time 87-minutes) Driving donor retention and lifetime value is a growth imperative for most organizations. However many fundraisers struggle to create donor connection, particularly after that first gift. Discover how aligning Programs and Fundraising teams can create a cycle of storytelling that continuously deepens relationships by fulfilling audience needs.

Education Track
Current and Prospective Donor Research
Speakers

Jo Sullivan

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

Matthew Mielcarek

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

June 29

10:25am - 11:40am

The Global Online Fundraising Scorecard: A Mystery Donor’s Look at Online Fundraising in 9 Countries

(Session Run Time 61-minutes) “This is a sponsored education session. By participating in this session, you allow AFP to provide your contact information to the sponsoring organization.” Did you know that 95% of nonprofits around the world have some element of friction in their online giving experience that has been proven to hurt donation conversion rates? Or that 1 in 2 organizations in France and the Netherlands did not send a solicitation email to online donors in 90 days compared to 1 in 20 in the United States? In this session based on new research from Salesforce.org and NextAfter, you’ll discover a donor’s perspective and real examples on: How easy is it to sign up for email? What did organizations offer in exchange for our email? How many emails are nonprofits sending to their email subscribers? Their donors? How well are organizations communicating why a donation is needed? How are nonprofits focusing on recurring giving on their donation pages?

Education Track
Current and Prospective Donor Research
Speakers

Mia Rodrigues

Photo of Mia Rodrigues
Mia works at Salesforce.org on the product marketing team. She previously worked at the World Bank on education policy in Eastern Europe, started her own education non-profit in Mongolia called Skills for Kids and is the bearer of many wonderful travel stories. Mia has worked in the product marketing space for 10 years now at various retail and tech companies. She lives in Pleasanton, California with her husband and two kids.

Brady Josephson

Photo of Brady Josephson
Brady is a charity nerd, adjunct professor, and international speaker. As the Managing Director of the NextAfter Institute, he performs original research, develops evidence-based resources, and provides data-driven training to help nonprofits raise more money online. He lives Dallas, Texas with his wife, Liz, son, Hendrix, and dog, Melly.

June 29

10:25am - 11:40am

Pandemic Generosity: What Donation and Health Data Can Teach Us

(Session Run Time 75-minutes) How can we apply the lessons of the COVID-19 pandemic to the fundraising of the future? In this in-depth analysis of over 1.7 million donor records from thousands of nonprofits combined with coronavirus data, learn how utilizing data overlays can ensure your development team is prepared for any situation.

Education Track
Current and Prospective Donor Research
Speakers

Jared Sheehan

Photo of Jared Sheehan
Jared is the CEO and co-founder of PwrdBy, an award winning firm that designs and develops artificially intelligent systems including the Amelia and NeonMoves mobile apps. Jared previously was a senior consultant at Deloitte consulting and has a degree in environmental science and accounting.

Tim Sarrantonio

Photo of Tim Sarrantonio
Tim Sarrantonio is a team member at Neon One and has more than 10 years of experience working for and volunteering with nonprofits.Tim has raised over $3 million for various causes, engaged and enhanced databases of all sizes, procured multiple successful grants, and formulated engaging communications and fundraising campaigns for several nonprofits. He has presented at international conferences and is a TEDx speaker on technology and philanthropy. He volunteers heavily in his home Niskayuna, NY.

June 29

11:45am - 1:00pm

From Identify to Ask: Leveraging research to bridge to larger gifts

(Session Run Time 75-minutes) The cost of research tools has gone down, but many smaller organizations still struggle to turn this data into action. Now you can finally connect the dots between data and gifts! Learn straightforward steps you can take to identify, track, and ask for larger gifts with confidence.

Education Track
Current and Prospective Donor Research
Speakers

Jennifer Filla

Photo of Jennifer Filla
A fundraiser for more than 20 years, Jennifer Filla is the founder of Aspire Research Group LLC, a research consultancy, and Prospect Research Institute, an online learning community. A resourceful fundraiser with an innovative focus on prospect research, she is co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP-Wiley Fund Development Series, as well as five workbooks. She regularly teaches, presents, and blogs at jenniferfilla.com.

June 29

11:45am - 1:00pm

Power to the People: Growing Your Donor List with Effective Online Advocacy

(Session Run Time 75-minutes) People demanding change together can make a difference for the world AND for your organization's fundraising - that's the power of advocacy! Our session will include a case study from Corporate Accountability, detailing their successful use of list swaps, social, and online actions to build a powerful movement for good.

Education Track
Current and Prospective Donor Research
Speakers

Jack Valor

Photo of Jack Valor
Jack is an experienced trainer, they've developed training for activists throughout college, LGBTQ diversity and service training for local domestic and sexual violence shelters, national youth leadership training with Young People For, and various digital fundraising, optimization testing, and advocacy presentations at the Nonprofit Technology Conference. Jack is also an experienced strategy director with a demonstrated history of working with political and nonprofit organizations.

Taylor Leake

Photo of Taylor Leake
Taylor employs innovative and best practices to ensure people know about, feel connected to, and engage with Corporate Accountability’s work in the digital space. Taylor’s work with the Wake Up Wal-Mart campaign got him fired up about corporate power. He then worked as an online organizer for Change.org, and as the Connecticut comms director for the Working Families Party.

June 29

3:50pm - 5:05pm

The Art & Science of Fundraising - data-informed decisions for the arts & culture sector

(Session Run Time 76-minutes) Join us for an educational session with your development colleagues in the arts and culture sector as we discuss creative and innovative fundraising solutions for the arts. Topics include innovative donor relations and stewardship solutions, engagement and connection scoring, major giving analytics and other data-supported strategies.

Education Track
Current and Prospective Donor Research
Speakers

Alex Oftelie

Photo of Alex Oftelie

Erin Koppel

Amy Lampi

Photo of Amy Lampi
Amy Lampi is an AVP at BWF with nearly 20 years of fundraising experience in the performing arts, education and health care. As a development generalist, her experience ranges from database administration to major gifts to team management. Prior to BWF, Amy served as Director of Development at TUTS and Associate Director of Development at the Alley Theatre, where her cutting-edge work in fundraising analytics with BWF was featured in The Chronicle of Philanthropy.

June 30

10:25am - 11:40am

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

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

Education Track
Current and Prospective Donor Research
Speakers

Kittie Fahey

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

Andrew Canada

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

June 30

11:45am - 1:00pm

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

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

Education Track
Current and Prospective Donor Research
Speakers

Chris Keeshan

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

June 30

11:45am - 1:00pm

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

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

Education Track
Current and Prospective Donor Research
Speakers

Clay Buck

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

Scott Richards

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

Lindsay McReary

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

June 30

2:20pm - 3:35pm

Supporters in Sight: Using Analytics to Identify Major Gift Prospects

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

Education Track
Current and Prospective Donor Research
Speakers

Melissa Bank Stepno

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

June 30

2:20pm - 3:35pm

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

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

Education Track
Current and Prospective Donor Research
Speakers

Regina Alhassan

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