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.

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

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Ethics, Accountability And Professionalism


Sun, Apr 7, 2024

9:00am - 10:15am
Room 601 A/B

The Annual Global Review of Legal Developments & Court Decisions Impacting Fundraising and Philanthropy

I know. You’re wondering how this unique AFP-ICON annual session on recent global fundraising-related laws, rules, regulations, and court cases can be THE session not to miss. But it is. Changes in the law impact donors’ capacity to support our causes. You’ll leave with new ideas and creative fundraising strategies.   Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism

Education Track(s): Ethics, Accountability and Professionalism

Audience: Strategic

Speakers

Ted Sudol, JD

Photo of Ted Sudol
Bruce Tait Associates, Ltd. - Fundraising Counsel
Ted Sudol brings cross-disciplinary global perspectives to philanthropy and fundraising, shaped over 40 years as a practitioner, consultant, lawyer, executive, nonprofit entrepreneur in the voluntary, public, and private sectors. After a decade at Carter, Ted now serves as fundraising counsel for Bruce Tait Associates, Ltd. (Stirling, Scotland) and Athens Philanthropic (Georgia). Ted strives for creative but simple approaches for complex matters. A frequent AFP-ICON speaker, Ted is a graduate of Georgetown and Temple Law School.


Sun, Apr 7, 2024

10:45am - 12:00pm
Room 717 A/B

From Capitol Hill to Nonprofits: how understanding public policy makes you a better fundraiser

What can you do to be prepared to elevate your organization’s work and mission with lawmakers? Learn how federal policy affects nonprofits and their donors. This session will give fundraisers an approachable, easy-to-understand summary of how upcoming policy changes will impact their fundraising.   

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Nicole Weingartner

Photo of Nicole Weingartner
Davidoff Hutcher & Citron LLP - Director, State Government Relations
Nicole L. Weingartner, well-established as "The Long Island Lobbyist”, has been dedicated to aiding and assisting many of Long Island's nonprofit organizations with representation at the local, county, state and federal levels of government, securing millions of dollars in funding to essential organizations of Long Island's communities.

Lisa Chmiola, CFRE, AFP Master Trainer, CSPG, MS

Photo of Lisa Chmiola
Currently the Director of Gift Planning for the University of Missouri-St. Louis, she has served in major gifts and gift planning roles in education (public and private) and religious institutions, following initial career experience in event-based philanthropy. She also serves as the Chief Fablanthropist for Fablanthropy (the intersection of fabulous and philanthropy), working with nonprofit organizations and fundraising professionals providing consulting, training, and coaching services, particularly on legacy giving strategies.

Sally Schaeffer, MA

Photo of Sally Schaeffer
Uncorked Advocates - Principal Consultant
Bringing nearly 25 years of experience, Sally Schaeffer is founder and owner of Uncorked Advocates, a bipartisan federal government relations firm started in 2017. Among her current clients are some of the largest nonprofits and philanthropic associations in the country, including Association of Fundraising Professionals, American Heart Association, YWCA USA, Covenant House International, United Philanthropy Forum, and Prevent Child Abuse America.


Sun, Apr 7, 2024

10:45am - 12:00pm
Room 718 B

Sway the Doubters: Change the Narrative for Professional Fundraising

The Narrative has helped participants engage about our profession with board members, colleagues and yes, that relative at the dinner table. This session will arm you with the tools and information you need to help you better articulate the importance and relevance of your work to the public, the media, your boss, your board, to those pesky relatives who still haven't quite figured it out, and perhaps most importantly, your donors. Initiated by AFP Canada this session reflects learnings from prior trainings and current events.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Strategic

Speakers

Nancy Dossous, CFRE

Photo of Nancy Dossous
Community Foundations Canada - Director, Partnerships
Nancy Perry Dossous, CFRE, stands on a decade of impactful non-profit experience, propelled by her dedication to cultivating relationships that drive inclusion and disrupt inequity. As the Director of Development at the McGill University Health Foundation in Montreal, Quebec, Nancy advocates for health equity. Her commitment extends to service on the Boards of the Welcome Collective and AFP Canada.

Sarah Lyon, CFRE

Photo of Sarah Lyon
Nova Scotia SPCA - Director, External Relations
Sarah was hired on the spot for her first fundraising role, her previous experience being Girl Guide cookies sales. She moved into senior leadership roles in both fundraising and communications. She loves to talk about the social impact sector and has authored articles, blog posts, and co-hosted podcasts about philanthropy.

Scott Decksheimer, CFRE

Photo of Scott Decksheimer
Avista Philanthropy - Founder
Scott has been a leader in the non-profit field for more than 25 years. In 2022, he co-founded Avista Philanthropy, a sought-after firm for charities seeking specialized fundraising and leadership counsel. Over his career, Scott has consulted for and worked with over 85 organizations.


Sun, Apr 7, 2024

10:45am - 12:00pm
Room 602 A/B

Creating a Framework for Compassionate & Ethical Storying Telling

History has shown that stories are linked to what it means to be human. Organizations must institute a framework that gives the client a voice while protecting them from the unintended consequence of storytelling. Ethical & Compassionate storytelling should be a tool in each nonprofits tools box.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Derria Ford, MBA, Ed.D

Photo of Derria Ford
Legal Aid Society of Middle Tennessee and the Cumberlands - Deputy Director of Community Engagement and Development
Derria Ford holds a Doctorate in Leadership and Professional Practice. She is also a graduate of MTSU, where she earned a Master of Business Administration and a Bachelor of Science in Industrial Organizational Psychology and Communications. Since 2009, she has administrated and raised over $60,000,000 via various grants, including government, local, foundation, private grants, and individual donations. She is currently Deputy Director of Community Engagement and Development for the Legal Aid Society of Middle Tennessee.


Sun, Apr 7, 2024

3:15pm - 4:30pm
Learning Lab 1

How to Become a Certified Fund Raising Executive (Learning Lab)

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 answer your questions plus dive into the eligibility requirements, application tips, and all things related to the CFRE Exam. 

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Eva Aldrich, CAE, PhD

Photo of Eva Aldrich
CFRE International - President & CEO
Eva E. Aldrich is President and CEO of CFRE International, the first 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. She holds a Ph.D. in Philanthropic Studies from the Indiana University Lilly Family School of Philanthropy.


Sun, Apr 7, 2024

4:00pm - 5:15pm
Room 801 B

The New AFP Code of Ethics-Understanding and Using it.

  Join us for a hands-on workshop exploring the future of the AFP Code of Ethical Standards and Principles. The new Code will feature a renewed focus on inclusivity and today’s fundraising environment. “The Code is subject to change and approval by the AFP Global Ethics Committee and AFP Global Board of Directors.” Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Andrea McManus, CFRE

Photo of Andrea McManus
To Come

Audrey Kintzi, ACFRE, MA, AFP Master Trainer

Photo of Audrey Kintzi
Saint Mary's University of Minnesota - Vice President, Emerita for Advancement and the 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. Ms. Kintzi has been working in the development field for over 35 years and is a certified AFP Master Trainer and holds a Certificate in Philanthropic Psychology (with Distinction) from the Institute for Sustainable Philanthropy.

Robbe Healey, ACFRE, MBA, AFP Master Trainer, FAFP

Photo of Robbe Healey
Aurora Philanthropic Consulting - Founding Member
Robbe Healey brings more than four decades of diverse experience, insight, and success to philanthropic fundraising consulting, strategic planning, board governance and non-profit organization management. Highly regarded and sought after, she has worked with more than 150 organizations. A member and past chair of the AFP Ethics Committee, she is currently CO-Chair of The AFP Code of Ethic Review Task Force. Committed to community service, she is a Rotarian, and volunteer with three community organizations.


Sun, Apr 7, 2024

4:00pm - 5:15pm
Room 802 A/B

Cognitive Impairment in Donors: Best Practices & Considerations

With 1 in 9 people aged 65+ years showing signs of cognitive impairment, encountering a donor with this issue is inevitable. We will teach the top signs of cognitive impairment, best practices to utilize in this situation, and pose questions about incorporating this in your culture, metrics, CRM, and stewardship.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Tara Adams, JD, Ed.M.

Photo of Tara Adams
Cognitive Empowerment Consulting Group, LLC - Co-founder
Tara Adams has served in roles at the Northwestern Pritzker School of Law, University of Illinois College of Law at Urbana-Champaign, and North Carolina State University as well as raising funds for the Lincoln Park Zoo in Chicago. Tara received her B.S. from Illinois State University and her Ed.M. and JD from the University of Illinois at Urbana-Champaign, where she is a current Ph.D. student. Tara is the co-founder of the Cognitive Empowerment Consulting Group.

Anthony Pomonis, CFRE

Photo of Anthony Pomonis
Cognitive Empowerment Consulting Group, LLC - Co-founder
Anthony Pomonis served as a major gift officer for the University of Illinois, the University of Illinois Foundation, and the University of Central Florida. Anthony graduated with his B.A. from the University of Illinois at Urbana-Champaign and began a 15-year journey as an entrepreneur. Anthony considers himself to be a lifelong learner and is about to sit for the CFP exam. He is the co-founder of the Cognitive Empowerment Consulting Group, LLC.


Sun, Apr 7, 2024

4:00pm - 5:15pm
Room 714 A/B

AFP Government Advocacy in Canada

Nearly a quarter of Canadians expect to access charitable services to meet essential needs (Ipsos, Oct 2024). The importance of a thriving, productive charitable sector in our country has never been more important. Members of AFP in Canada play a crucial role to ensure the relationship with the Federal Government is effective and enables fundraising to thrive. Join this session to understand the current landscape, key issues and how you can join AFP to advocate for the charitable sector in Canada.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Strategic

Speakers

Tanya Rumble, CFRE, MPNL (MA)

Photo of Tanya Rumble
Toronto Metropolitan University - Executive Director of Development, Faculty of Arts
Tanya Rumble, CFRE is a fundraising leader who has raised millions for some of Canada's largest charities. Tanya is passionate about IDEA; and power and privilege and how these intersect with philanthropy. Tanya holds an Honours BA in Political Science from McMaster, a Graduate Certificate in Marketing Communications at NYU, and Master Philanthropy Nonprofit Leadership from Carleton University; she is also a graduate of the AFP Inclusion and Philanthropy Fellowship, and DiverseCity Fellowship.

Aaron Sanderson, ACFRE, CFRE

Photo of Aaron Sanderson
Kids Help Phone - SVP, Advancement & Chief Development Officer
Aaron Sanderson, CFRE, FAHP, ACFRE is an international award-winning fundraiser with over 16 years of experience at leading nonprofit organizations: War Child, SickKids Foundation, BC Children’s Hospital Foundation, Plan International and Kids Help Phone—where he currently serves as Chief Development Officer leading a historic $300M campaign for youth mental health.

Lisa Davey

Photo of Lisa Davey
Lisa Davey currently serves as the vice president of AFP Canada. AFP Canada was created in 2017 to bring a Canadian perspective to AFP’s government relations and communications as well as to focus on priorities such as on Truth and Reconciliation. We represent over 3,000 fundraising professionals working to support causes and missions that help people from coast to coast to coast.


Mon, Apr 8, 2024

8:00am - 9:15am
Room 601 A/B

Why difficult ethical questions and dialogue are vital for a robust organizational culture

In a polarized time and world, do we avoid difficult ethical conversations? Just the opposite, we dive in headlong, immerse ourselves in it, and come out with confident shared ways to move forward. In this session, we will attempt to find out how! Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Ayesha Ganguly, MA

Photo of Ayesha Ganguly
Amphibian Stage - Director of Development and Community Outreach
Ayesha Ganguly serves as the Director of Development and Community Outreach at a professional non-profit theater Amphibian Stage where her role is to find the investment and resources needed to offer high-quality, socio-culturally relevant storytelling and arts education. She also serves as the founding board member and vice-chair for Transform 1012, a reparative justice project transforming a former Ku Klux Klan headquarters in Fort Worth into a center for arts and community healing.


Mon, Apr 8, 2024

10:15am - 11:30am
Room 716 A/B

The fundraising profession taking over the world

Fundraisers, let's dominate the world! The fundraising profession is present in every continent of the world and in this session you will develop a global perspective of the profession, its ethics and career opportunities, with examples from Egypt, Brazil, Japan and other countries.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Joao Paulo Vergueiro

Photo of Joao Paulo Vergueiro
GivingTuesday - Director
GivingTuesday Director for the Latin American and the Caribbean Hub. CEO of the Brazilian Fundraisers Association (ABCR) from 2015 to 2023. PhD student researching philanthropy and author of the book Economic Sustainability of Civil Society Organizations. Board member of the Brazilian charities Fundação Amor Horizontal, Fundação NHR Brasil and Kibô-no-Iê. CSR Professor and Alumni Manager at FECAP, Brazil.

Perihan Abou El Ela

Photo of Perihan Abou El Ela
Greenpeace Mena - Regional Fundraising Director
Perihan is a Regional Fundraising Director at Greenpeace MENA, with extensive fundraising leadership experience. She served for two years in AFP global board as At Large Director in 2023 and The Chapters Presidents' Council -CPC representative in 2022, where she was the first Arab woman nominated to this seat. She is also Immediate Past Chapter President of AFP Egypt and MENA Chapter.

Masataka Uo, CFRE

Photo of Masataka Uo
Japan Fundraising Association - CEO
Masataka UO is the founder and CEO of Japan Fundraising Association, the Asian largest fundraisers network that promotes philanthropic giving and fundraising in Japan, and the founder of Fundrex, a leading consulting company in Japan which provides strategic development, fundraising management, and system consulting for more than 150 nonprofits and social business. He is CFRE and adjunct professor of Shizenkan Graduate School.


Mon, Apr 8, 2024

12:00pm - 12:20pm
Learning Lab 1

AI and Ethics: What We Know … and Don’t Know (Learning Lab) Presented by AFPeeps

 AI offers exciting opportunities for charities and nonprofits, from automating administrative tasks to gaining insight from data. However, integrating AI requires navigating complex ethical considerations unique to the fundraising sector. This session will highlight the findings in the recent Rogare report, Artificial Intelligence and Fundraising Ethics: A Research Agenda, with Cherian Koshy, project chair, and Alice Ferris, a member of the project group.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Cherian Koshy, CFRE

Photo of Cherian Koshy
Kindsight (iWave+ UCinnovation + NOS) - VP of Product Strategy- Kindsight (formerly iWave).
Cherian Koshy, VP of Product Strategy at iWave, is a Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), and AFP Master Trainer. He is the founder of the Nonprofit Operating System (now an iWave product), a comprehensive platform designed to help organizations streamline their operations and maximize their impact. Prior to starting NonprofitOS, Cherian spent more twenty five years working in the nonprofit sector, working with thousands of donors and raising millions

Alice Ferris, ACFRE, CFRE, MBA, AFP Master Trainer

Photo of Alice Ferris
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, is the founder of GoalBusters, supporting small fundraising teams with development training, coaching, strategy, and implementation. For the last 30 years, she has worked extensively in fundraising for public media, rural healthcare, education, and science organizations. Alice thrives in finding creative solutions for the fundraising challenges of small organizations and teaching and training about practical and realistic tactics.


Mon, Apr 8, 2024

1:30pm - 2:45pm
Room 718 B

Using an Equity Lens to Create Gift Acceptance Policies

Gift acceptance policies are one of the foundational documents that help guide donor relationships. It is time to rethink gift acceptance policies and practices to examine how they can be an agent of change, and a tool for educating donors on your organization’s values which include equity, reconciliation, and diversity.   Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism

Education Track(s): Ethics, Accountability and Professionalism

Audience: Strategic

Speakers

Tanya Rumble, CFRE, MPNL (MA)

Photo of Tanya Rumble
Toronto Metropolitan University - Executive Director of Development, Faculty of Arts
Tanya Rumble, CFRE is a fundraising leader who has raised millions for some of Canada's largest charities. Tanya is passionate about IDEA; and power and privilege and how these intersect with philanthropy. Tanya holds an Honours BA in Political Science from McMaster, a Graduate Certificate in Marketing Communications at NYU, and Master Philanthropy Nonprofit Leadership from Carleton University; she is also a graduate of the AFP Inclusion and Philanthropy Fellowship, and DiverseCity Fellowship.

Ellen Doty, Master of Philanthropy and Non Profit Leadership (MPNL)

Photo of Ellen Doty
University of Alberta - Assistant Dean, Development, Faculty of Law, University of Alberta
Ellen Doty (she/her) is a settler living on Treaty 6 Territory in Edmonton. After touring full time as a jazz singer-songwriter for several years following her university studies, Ellen moved into programming in the arts, which then naturally led to fundraising. While she’d been grant writing and crowdfunding for her own music activities for many years, she’d never considered fundraising as a career path.

Bill Mintram

Photo of Bill Mintram
Rideau Hall Foundation - Business Title Director of Indigenous and Northern Relations
Bill Mintram is Métis, originally from Saskatchewan and now resides in Treaty 6 and homeland of the Métis in Edmonton. Bill holds a BEd through the Saskatchewan Urban Native Teacher Education Program and is currently a master's candidate in the Philanthropy and Nonprofit Leadership program at Carleton. Currently working as Director of Indigenous and Northern Relations with the Rideau Hall Foundation.


Mon, Apr 8, 2024

1:30pm - 2:45pm
Room 717 A/B

Chasing Money, Power, Respect and the Uncharitable Impact of Inequitable Fundraising

Presented by a national award-winning change agent for equitable philanthropy, this session challenges how fund development can contribute to inequity and harmful dominant cultural norms. While providing solutions to: engage a broader donor base, attract diverse talent in the field, and build authentic collaboration and deeper engagement with directly-impacted populations.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Akilah Wallace

Photo of Akilah Wallace
HERitage Giving Fund - JAMYCE, LLC
Akilah S. Wallace provides social impact consulting with 20+ years of expertise in events, fund development, nonprofit leadership and public speaking and training. She is the founder and chair of HERitage Giving Fund, a Black women’s giving circle. National honors include the Inaugural Black Women Give Back List presented by Women's Philanthropy Institute, Black Philanthropy Month and The WISE Fund and Young Black and Giving Back Institute's Philanthropist of the Year.


Mon, Apr 8, 2024

1:30pm - 2:45pm
Room 601 A/B

Learn About The Advanced Credential in Fundraising, Its time to Get Involved in ACFRE

The Advanced Certified Fundraising Executive (ACFRE) credential recognizes individuals who have demonstrated: Join us for a lively and informative session to learn “all about” the ACFRE process. Members of the ACFRE Board will explain the process and ACFRE’s will answer your questions. .  

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Timothy Logan, ACFRE, CFRE, FAHP

Photo of Timothy Logan
Company Synergy Direct Marketing Solutions - Vice President, Mid-Level Solutions
Timothy D. Logan, CFRE, ACFRE, FAHP, FCEP is Vice President of Mid-Level Giving Solutions at Synergy Direct Marketing Solutions. He holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University. Tim is one of only ten fundraising professionals to hold both the ACFRE and the FAHP advanced certifications.

Audrey Kintzi, ACFRE, MA, AFP Master Trainer

Photo of Audrey Kintzi
Saint Mary's University of Minnesota - Vice President, Emerita for Advancement and the 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. Ms. Kintzi has been working in the development field for over 35 years and is a certified AFP Master Trainer and holds a Certificate in Philanthropic Psychology (with Distinction) from the Institute for Sustainable Philanthropy.

William Bartolini, CFRE, PhD, AFP Master Trainer

Photo of William Bartolini
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.


Mon, Apr 8, 2024

3:45pm - 5:00pm
Room 701A

With a great story comes great responsibility: A case study of ethical and trauma-informed storytelling

Join this session to learn about creating space, safety and equity in storytelling with vulnerable populations. Using the YWCA Regina’s capital campaign as a case study, we’ll discuss telling truthful and accurate stories while ensuring the dignity of all involved.   Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Jessica Gordon

Photo of Jessica Gordon
YWCA Canada - Indigenous Relations Director/Accountability Partner
Jessica Gordon is Anishinaabe and Nehiyaw from Pasqua First Nation, Treaty 4. She is one of the four founders of the global, Idle No More movement. At YWCA Regina, Jessica is leading the organization through instrumental change in how it offers its programming at all levels, working to dismantle the systemic colonialism in the organization's history. Her activism, knowledge, and guidance is instrumental in forging a decolonized future on Turtle Island.

Leah Eustace, ACFRE

Photo of Leah Eustace
University of Ottawa - Executive Director, Advancement
Leah is the Executive Director of Advancement for the Faculty of Medicine at the University of Ottawa. Prior to joining the University, Leah spent almost two decades as a consultant working with non-profit clients to raise 100s of millions of dollars for causes all around the world. Leah is also active in shaping the non-profit landscape. She’s past chair and a current member of the ACFRE Credentialing Board.

Chelsey Lemke

Photo of Chelsey Lemke
YWCA Regina - Senior Director of Development, Marketing, Communications and Capital Campaign Director.
Chelsey Lemke, CFRE, is the Senior Director of Development for YWCA Regina, and is finishing up a $25 million capital campaign for YWCA Regina Centre for Women and Families. Prior to the YWCA, Chelsey held the position of Manager of Major Gifts with Habitat for Humanity Regina. Currently, she is President of the AFP South Saskatchewan Chapter.


Tue, Apr 9, 2024

8:00am - 9:15am
Room 701A

Fundraising is Funny

Share laughs as we unpack the ridiculous situations happening in sector. Sometimes we just have to laugh at ourselves in order to learn. The root of each of these stories is a serious ethical question, a system or structure or person that allowed it to happen. Because fundraising is funny.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Speakers

Lynne Wester, Masters in Fundraising

Photo of Lynne Wester
Donor Relations Guru LLC - Founder and Principal
Lynne is regularly featured in publications such as the Washington Post, Chronicle of Philanthropy, and CASE Currents and has contributed to two books and authored four books of her own on a myriad of industry topics. Lynne received her B.A. from the University of South Carolina, holds a Masters in Strategic Fundraising and Philanthropy from BayPath University, and proudly sports a DUCKtorate from the Disney Institute.

Clay Buck, CFRE, AFP Master Trainer

Photo of Clay Buck
TCB Fundraising - Founder and Principal
Clay is a dynamic speaker and teacher and an internationally recognized thought leader in fundraising and nonprofit management. He is an experienced frontline fundraiser with over three decades of leading successful individual giving programs. A frequent speaker, trainer, and author, Clay makes his home in Las Vegas, Nevada where he teachers fundraising and strategic planning in the Fundraising/Nonprofit Certificate programs and graduate school at University of Nevada, Las Vegas.


Tue, Apr 9, 2024

8:00am - 9:15am
Room 801 A

AI in Fundraising: Enhancing Efficiency and Impact while Ensuring Accountability

In this interactive session we'll explore how to ethically incorporate AI into your fundraising workflow while ensuring accountability. Learn about potential risks and challenges associated with AI integration in fundraising and best practices to manage them. Join us to discover how AI can help enhance your fundraising productivity.

Education Track(s): Ethics, Accountability and Professionalism

Audience: Applied

Speakers

Keith Greer, CFRE

Photo of Keith Greer
University of New Mexico Foundation - Director of Development
Keith Greer, CFRE is Director of Development for the UNM School of Architecture + Planning. 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 9, 2024

10:15am - 11:30am
Room 715 A/B

Trust, Impact, and Communications to Overcome Donor Skepticism and Increase Fundraising Results

This session will help participants demonstrate trustworthiness and program results and provide accountable communications to support fundraising efforts by presenting seven steps to assure ethics are meaningful, eight disciplines to ensure programs achieve good results, and a communications strategy that highlights responsibility and accountability, thereby increasing funding and program impact.     Eligible for 1.25 ACFRE credits in Ethics, Accountability and Professionalism

Education Track(s): Ethics, Accountability and Professionalism

Audience: Strategic

Speakers

Ann Wang, MA

Photo of Ann Wang
Ann Wang serves as Senior Advisor, Strategy & Engagement at Plan International. She provides strategic counsel, including special project management and engagement support, to the Chief Strategy & Engagement Officer and the expanded Strategy & Engagement Department. She oversees the running of the day-to-day operations of the department while driving enhanced collaboration and increased impact of the team, with its focus on positioning Plan as a global lead in girls’ rights and girls in crisis.

Ken Phillips, MA, 2nd MA

Photo of Ken Phillips
NGO Futures LLC - NGO consultant, mentor, author
As fundraiser, CEO, board chair, volunteer, trainer, and consultant, Ken achieved breakthrough success for nonprofits for 60 years. His fundraising tripled revenues for Save the Children and Plan International USA. His consulting helped thousands of fundraisers and executives in 35 countries. His books on "Make a Better World" describe leadership and fundraising fundamentals, strategic and operational planning, strategies for fundraising, and how to gain trust and respect from donors. Degrees from Princeton, Michigan, and NYU.

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