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Jacqueline Ackerman, MA

Indiana University Lilly Family School Of Philanthropy - Interim Director, Women's Philanthropy Institute

Jacqueline Ackerman is interim director at the Women’s Philanthropy Institute, which believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership, and generosity from women and men. Her work centers on moving WPI research into action, delivering insights to donors, fundraisers, and sector leaders that grow women’s giving and deepen fundraisers’ engagements with women donors. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Affairs from the Indiana University O’Neill School of Public and Environmental Affairs in Bloomington.

Sessions

20 Years of Women’s Philanthropy Research: Implications for Growing Giving By and For Women
Building on two decades of research on gender and philanthropy, this session will highlight unique insights from the Women's Philanthropy Institute's new research on trends in women's philanthropy since 2000. Attendees will learn about the driving forces behind these changes and gain practical strategies for engaging women in philanthropy.

Education Track: Current and Prospective Donor Research

Audience: Applied

A Decade of LGBTQ+ Philanthropy: Trends and Implications for Funders and Nonprofits
The Equitable Giving Lab's LGBTQ+ Index reveals that despite heightened attention to LGBTQ+ issues, giving to LGBTQ+ organizations remains a small share of overall giving. This session will unpack trends, challenges, and opportunities that have emerged in LGBTQ+ philanthropy and discuss implications for funders and nonprofits in this pivotal moment.

Education Track: Current and Prospective Donor Research

Audience: Applied

Tara Adams, JD, Ed.M.

North Carolina State University - Director of Philanthropy

Tara Adams has spent her professional career dedicated to education, serving in roles at the Northwestern Pritzker School of Law, University of Illinois College of Law at Urbana-Champaign, and North Carolina State University. She also worked in the Judicial Education division at the Administrative Office of the Illinois Courts in addition to spending years raising funds as a member of the Auxiliary Board for the Lincoln Park Zoo in Chicago, Illinois. Tara received her B.S. from Illinois State University. She received her Ed.M. and JD from the University of Illinois at Urbana-Champaign, where Tara is also a current Ph.D. student.

Session

Cognitive Impairment in Donors: What You Need to Know
With 1 in 7 people ages 72+ showing signs of cognitive impairment, it's inevitable that you and your organization will encounter elderly donors in cognitive decline. Are you prepared to handle this situation? This session will teach you actionable best practices for managing situations of cognitive impairment in elderly donors.

Education Track: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Eva Aldrich, CAE, PhD

CFRE International - President & CEO

Eva E. Aldrich is President and CEO of CFRE International, the only globally recognized fundraising credential. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy. Before that, she was a member of the consulting team at Johnson Grossnickle & Associates and was Assistant Professor of English and Director of the Writing Center at Franklin College. Aldrich has been widely published in fundraising journals and is one of the editors of Achieving Excellence in Fundraising, 3rd Edition, from Jossey-Bass.

Session

How to Become a Certified Fund Raising Executive (Learning Lab) Presented by CFRE
The CFRE Credential: Is it worth it? What are the benefits? Is the CFRE Exam difficult? this interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll dive into the eligibility requirements, application tips, and all things related to the CFRE Exam, as well as answer your questions. You’ll leave the session with a clear understanding of how to achieve your CFRE credential.

Education Track: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Strategic

Jack Alotto, CFRE, MA

Fundraising Academy At National University - Trainer

Jack has served in a variety of fundraising leadership roles in healthcare, social services, and the arts sectors. His commitment to philanthropy led him to serve as a trainer at the Fundraising Academy at National University, with focuses on cause selling, fundraising basics, and major gifts, since 2019. Dedicated to the professional development of fundraisers, Jack is a CFRE ambassador, while working diligently to advance DEI in the sector. In July of 2023, Jack became a Faculty Training Academy - AFP Certified Facilitator.

Session

Donor Development Conversations – Nurturing Donor Relationships at Every Stage of the Fundraising Cycle
As fundraisers, managing prospect pipelines can feel overwhelming. With thoughtful preparation, however, fundraisers can confidently and intentionally implement personalized cultivation strategies with qualified, like-minded prospects and secure sustained support. Lasting donor relationships begin with intentional, one-on-one conversations. When you implement prospecting strategies in every step of the donor cycle, you uncover prospects’ giving motivators, deepen your relationships, and create meaningful giving opportunities. Through hands-on practice with real-world scenarios, participants will: Establish a prospect research strategy. Develop effective questioning approaches. Activate key stakeholders (board, volunteers) to support prospecting and cultivation. Align donor passions with impactful outcomes to foster support.

Education Track: Relationship Building

Audience: Introductory/Foundational

Cara Anderson Rosas, MA

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.

Session

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: Current and Prospective Donor Research

Audience: Strategic

Dwayne Ashley, MBA

Bridge Philanthropic Consulting LLC. - Chief Executive Officer

Dwayne Ashley is renowned for his bold, strategic thinking and wise counsel in philanthropy. Over the course of his 30-year career, he has raised more than $1 Billion. A fearless and authentic solicitor, he is committed to DEI and helping organizations of color maximize their fundraising success. He advises non-profits, philanthropists, and influencers globally on the sector. A powerhouse of energy, enthusiasm and a passion for fundraising, Dwayne has managed capital and annual campaigns and spearheaded development for such notable organizations as Jazz at Lincoln Center, National Juneteenth Museum, Thurgood Marshall College Fund, and the National Negro College Fund.

Session

Ethics and Inclusion in Action: Conversations from the Front Lines to Build Better Fundraising
Join us for a conversation from the front-lines of fundraising with four senior fundraising executives. We will explore trust, honesty and doing the right thing. Panelists will discuss challenging situtaitons in fundraising and share success stories where Ethics and IDEA opened the door to major gifts.

Education Track: Ethics, Accountability and Professionalism

Audience: Applied

Don Baker, AFP Certified Facilitator (formerly AFP Master Trainer)

FAME, Inc. - Chief Executive Officer

Don Baker, AFP Master Trainer, MPA | FAME, Inc. - Chief Executive Officer For over 20 years, Don has invested his time to serve people in and around Delaware. Before becoming CEO of FAME, Inc., Don built a reputation for tackling the root causes of social issues including hunger, poverty, social/racial justice, and education. Don received his formal training at Morehouse College as a Political Science Pre-law major. Don was one of the Delaware Valley’s first Standards for Excellence ® Licensed Consultants and AFP Certified Master Trainers.

Session

Continuing the Conversation On Being An Equitable, Inclusive, and Diverse Leader
You are invited to reflect on some of your biggest challenges that can be approached and resolved from an inclusive, diverse, and equitable lens. 100% of the panelists in this session have lived experiences, and will position you for personal and professional IDEA success!

Education Track: Leadership and Management

Audience: Applied

Michael Baker, CFRE

M3 Development - Partner & Founder

Michael J. Baker, CFRE, is founder and partner of m3 Development, a full-service consulting firm. Michael has over 30 years of experience, is an AFP Master Trainer, serves on the Board of the Marlboro Educational Foundation, and as an Ambassador for CFRE International. Michael served on the AFP Global Board, is Past-President of the AFP–NJ Chapter, has a BA from the University at Albany, SUNY, and is an Eagle Scout. Twitter: @mbakercfre Instagram: @michaeljaybaker LinkedIn: michaeljbakercfre 732-245-9868 mbaker@m3development.net

Session

Continuing the Conversation On Being An Equitable, Inclusive, and Diverse Leader
You are invited to reflect on some of your biggest challenges that can be approached and resolved from an inclusive, diverse, and equitable lens. 100% of the panelists in this session have lived experiences, and will position you for personal and professional IDEA success!

Education Track: Leadership and Management

Audience: Applied

Elizabeth Barajas-Roman, MA

Women's Funding Network - President & CEO

Elizabeth Barajas-Román is President & CEO of the Women’s Funding Network, the largest philanthropic network in the world devoted to gender equity and justice. In this role, Elizabeth leads strategy to strengthen the collective power of the network as a unified platform for change. For more than 20 years she has been a leader in progressive movements, including advocating at the national level for the health and rights of immigrant women and their families. Elizabeth is a graduate and Trustee of Oberlin College, and she received her master’s degree in international policy from Harvard University.

Session

20 Years of Women’s Philanthropy Research: Implications for Growing Giving By and For Women
Building on two decades of research on gender and philanthropy, this session will highlight unique insights from the Women's Philanthropy Institute's new research on trends in women's philanthropy since 2000. Attendees will learn about the driving forces behind these changes and gain practical strategies for engaging women in philanthropy.

Education Track: Current and Prospective Donor Research

Audience: Applied

Laureen Bardou, CFRE, MA

Montreal Museum Of Fine Arts Foundation - Senior Director, Philanthropy

Two career paths, in art history/museology and arts administration, have informed Laureen’s work in numerous museums in Montreal and internationally. As an accredited CFRE, she has more than eleven years of experience in arts administration and philanthropy, in the university milieu, and in the health system. As the Senior Director, Philanthropy at the MMFA Foundation, she leads with her team the largest non brick-and-mortar campaign ever undertaken by the museum. Laureen has two daughters aged 4 and 7 who keep her busy, and her various volunteer involvement in the community (among them AFP: global, national and local levels).

Session

Two Causes, One City: Collaboration and Competition in the Context of Major Campaign Fundraising
Are philanthropic sectors all the same in practice? What can be learn from one another? Hear the lessons from two leading institutions undertaking their largest fundraising campaigns ever in the same geography, for two different causes, with two very different cultures, BUT with the same donors and volunteers.

Education Track: Leadership and Management

Audience: Applied

Christopher Beck

ALSAC/St. Jude Children's Research Hospital - Senior Philanthropic Advisor, Southeast

Currently serves as Senior Advisor, Principal Gifts and Inclusive Philanthropy, Southeast Region for ALSAC/ St. Jude Children's Research Hospital. Christopher enjoys connecting individuals with causes they are enthusiastic about. He is a seasoned fundraising advisor with over 20 years of experience serving non-profits, including ALSAC St. Jude Children's Research Hospital and the Boy Scouts of America (Nashville, TN)

Session

Fostering Inclusion: Today’s Landscape and Tomorrow’s Path (Presented by Men of Color in Development)
MOCID (Men of Color in Development) has been presenting since 2021. With the guidance and collaborative partnership of AFP Global Leadership, MOCID has delivered insightful and engaging sessions focused on the experiences of Black men in development. Our sessions are discussion-based and typically do not include PowerPoint presentations, fostering healthy and thought-provoking dialogue.

Education Track: Relationship Building

Audience: Applied

Nicole Bela, CFRE

Advance Illinois - Director of Development

Nicole Bela is the Director of Development at Advance Illinois, a bipartisan education policy and advocacy organization dedicated to ensuring equitable access to quality education in Illinois throughout the education continuum. She holds a BA in Psychology from Michigan State University and an MSW from Washington University in St. Louis, focused on social and economic development and nonprofit management. With over a decade of fundraising experience in the nonprofit sector, Nicole enjoys helping development departments drive growth through best practices and data-driven decisions. A lifelong learner, Nicole obtained her CFRE certification in 2022.

Session

Neurodiversity- My Fundraising Superpower
Are you one of the 15 to 20% of the population that identifies as neurodiverse? Join us to discuss fundraising and how your neurodiversity gives you the superpowers to succeed in the sector. How can you leverage your strengths to counter the everyday challenges of your unique brain?

Education Track: Leadership and Management

Audience: Applied

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.

Sessions

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: Relationship Building

Audience: Strategic

From Young Pro to Emerging Leader: How to Maximize AFP to Build Your Career!
What we are hearing: “Emerging Leaders are jack-of-all-trades, masters of none.” With a projected 10-year growth in the fundraising profession of 14%, emerging leaders need to strategically maximize their growth potential. Hear how four young, diverse professionals catapulted their careers by maximizing their professional experience to become leaders.

Education Track: Leadership and Management

Audience: Applied

Hannah Berger, CFRE

The Philanthropy Coach, LLC - President, The Philanthropy Coach

Hannah provides coaching and consulting that is derived from 20+ years of experience as a professional fundraiser, non-profit executive, campaign consultant and board member. After a decade of “side hustle” consulting while in senior Development roles, Hannah founded The Philanthropy Coach - a boutique firm that empowers, trains and connects to change makers to permanently improve fundraising. Hannah has proudly supported dozens of nonprofit organizations in raising more than $150M, specializing in major expansion campaigns, board recruitment and development, program restructuring initiatives and the creation of strategic development plans. Hannah is the current Co-President of the AFP Greater LA Chapter.

Session

Cultivate Connections: Elevate Donor Relationships Through Strategic Communication and Turnkey Tools
Join The Philanthropy Coach Founder, Hannah Berger, and APCH Marketing Manager, Maggie Stillman, to learn how to create donor communications that are effective, and less burdensome for your team. This session includes a case study, live coaching and the opportunity to begin creating new effective, donor materials in real time!

Education Track: Securing the Gift

Audience: Applied

Jaron Bernstein, MBA

Alford Group - Senior Consultant

Jaron Bernstein joined Alford Group in 2021 and brings a decade of nonprofit experience at the intersection of arts, philanthropy, and strategy. Jaron ardently believes in the power of the nonprofit community to catalyze societal change when equipped with the right strategy, capacity and resources. At Alford Group, Jaron works with organizations to marry vision and strategy with action, identify and establish vital systems and processes, and tell their story effectively. Through active, empathetic listening and honest discussion, Jaron has successfully helped nonprofits of all sizes and sectors identify their next ambitious leap and the steps to get them there.

Session

Collective Resilience: Navigating the Shared Leadership Journey
Join our panel discussion on the transformative shared leadership model in the nonprofit sector, featuring the co-executive directors of the Seattle Chinatown International District Preservation & Development Authority (SCIDpda) and their executive leadership coach, who will discuss their journey as a dynamic case study on how co-leadership enhances sustainability.

Education Track: Leadership and Management

Audience: Strategic

Julie Bianchi, CFRE, MA

Cloudbreak Collective - Consultant & Campaign Practice Director

Julie believes the sweet spot between big-picture thinking and the details is where successful fundraising strategy is born. She has worked with 50+ organizations across the country, including work on campaigns from $1M to $300M. She is a founding-Board member for the Advancement Northwest Chapter of AFP and a Certified Fundraising Executive (CFRE). She holds a Master of Nonprofit Leadership from Seattle University and Certificate in Fundraising Management from the University of Washington. Julie teaches as adjunct faculty at Seattle University and the University of Washington. She is a fifth-generation Whidbey Islander raising the sixth generation on a family farm.

Session

Empowering Small Communities: Charting Paths to Bold Visions and Sustainable Funding
Together, we'll explore fundamental questions that small, rural, and volunteer-run organizations can ask themselves before launching new fundraising strategies, such as grant writing or a special campaign. Come for the practical tips that you can immediately apply and stay for the stories and activities that bring to life our recommendations.

Education Track: Relationship Building

Audience: Applied

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.

Sessions

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: Leadership and Management

Audience: Applied

The Session No One Wants to Attend But Likely Will Have the Most Impact
If you want to ensure no one comes to your session, make it about one of two topics: data or ethics. This one covers both! Together we're going to gamify data collection, have fun doing it, and gain deeper understanding of how to gather data effectively, efficiently, and ethically.

Education Track: Ethics, Accountability and Professionalism

Audience: Applied

Dana Bunke

Tracey Church, MA, AFP Certified Facilitator (formerly AFP Master Trainer), MLIS

Tracey Church & Associates, Research + Consulting Services - Principal, Researcher & Consultant

A professional researcher for over 25 years, Tracey has worked with over 400 organizations in education, healthcare, environment, social services, Indigenous, the arts, and STEM initiatives, among others. She was Founding President of AFP London & Region (ON) and is the Treasurer & Chair, Sponsorships. Tracey is the Co-Editor & Contributor to APRA’s ”Prospect Research in Canada” book and chapter contributor to “Excellence in Fundraising in Canada” (2nd ed.). Tracey taught Prospect Research in Fundraising in Western University’s MLIS program for 15 years; received the inaugural APRA Canada Excellence in Prospect Research Award; and, is an AFP Certified Master Trainer.

Session

Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
Whether you are managing a large or small fundraising shop, prospect research can turn the chaos of data into smooth processes that help you close more major gifts. You will discover how to use the right amount of research to work your way through the solicitation cycle to gift

Education Track: Current and Prospective Donor Research

Audience: Applied

NamasteData - CEO

Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.

Sessions

A Guided Discussion on AI Equity, Adoption, and Utilization in the Workplace
AI is changing fast but are nonprofits keeping up? Discover how you can approach AI to leverage greater capacity. You will gain practical insights and team strategies to begin thinking through what types of work should be transitioned to AI, while which should stay on the “human side” of work.

Education Track: Leadership and Management

Audience: Strategic

What fundraisers Need to Know About AI’s Impact on Marginalized Communities (Presented by Alford Group)
Join us for an interactive AI demonstration to explore how AI can shape future fundraising strategies. We’ll delve into the social impacts of AI and learn how to combat bias and discrimination. Despite AI’s benefits, it reflects societal biases, reinforcing discriminatory thinking. Empower yourself with the knowledge to make a difference.

Education Track: Leadership and Management

Audience: Applied

Justin Duran, CFRE

Steve Greanias is the SVP of Customer Success for Momentive Software (formerly Community Brands). Prior to his role at Momentive Software he served as the General Manager for GiveSmart at Community Brands, overseeing customer success, professional services, support and sales teams, and overarching product and strategic initiatives. Momentive Software helps to enhance donor engagement, automate and streamline business processes, and drive revenue and funding for greater community impact through our end-to-end nonprofit solution.

Session

The Future of Fundraising: Adapting to the New Reality of Donor Expectations and Digital Transformation (Presented by GiveSmart by Momentive Software)

Education Track: Current and Prospective Donor Research

Audience: Applied

Lisa Greer

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.

Sessions

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: Relationship Building

Audience: Applied

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: Leadership and Management

Audience: Strategic

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Strategic

Michelle Hamilton, CFRE

Carter - Managing Director

Michelle Hamilton, CFRE, has experienced success in all areas of fundraising through leadership roles with National MS Society, Houston Symphony, Dayton Philharmonic, Arts Council of Fort Worth/Tarrant County, Crisis Assistance Ministry, and Charlotte Symphony. As VP of Development for the Charlotte Symphony and Interim CEO Michelle led efforts that grew the endowment by $4M, and individual giving by 25%. At Carter Michelle provides counsel on capital campaigns, major gifts, governance, and fundraising strategy. Michelle is an AFP Charlotte board member and past-president and was named Outstanding Fundraising Professional at NPD 2013. She is a graduate of University of Louisiana.

Session

Give your Fundraising Program a Tune-Up!
A healthy fundraising program requires regular check-ups! This interactive session introduces the concept of a development audit and a process for evaluating your fundraising program. You’ll leave with an understanding of the audit process and a worksheet to help introduce the concept of a fundraising audit in your organization.

Education Track: Leadership and Management

Audience: Applied

Conner Hampton

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.

Sessions

Demystifying DAFs: Findings from the National Survey of DAF Donors
Do donor advised funds (DAFs) seem like a mystery to you? The National Survey of DAF Donors provides valuable insights to help you better understand DAFs and offers practical applications for professional fundraising. You will learn how to identify DAF donors, cultivate better relationships with them, and customize solicitations.

Education Track: Securing the Gift

Audience: Strategic

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: Securing the Gift

Audience: Strategic

Maya Hemachandra, CFRE, MPA

Sambar Nonprofit Solutions - Owner & Principal

Maya Hemachandra's mission is to create champions for social change. Her approach blends philanthropy, strategy, and compassion to engage individuals and organizations in addressing poverty and oppression in the Pacific Northwest. Over her 20-year career she has raised millions of dollars in philanthropic and volunteer support for human service and social justice organizations. She is the owner of Sambar Nonprofit Solutions where she helps nonprofit organizations align policies and practices with their anti-racist values. She holds an MPA from the University of Washington’s Evans School of Public Policy and Governance and a Certified Fundraising Executive (CFRE) designation.

Session

From Donor-Centered to Community-Centered Fundraising: Results and Learnings from a National Study
Community Centric Fundraising (CCF) is an emerging movement, but does it work? Hear the results of a national study exploring how organizations are aligning fundraising with social justice and racial equity values. This session will share results including trends, impact on donor support, and key lessons for shifting culture.

Education Track: Leadership and Management

Audience: Strategic

Josh Hirsch, MS

Soukup Strategic Solutions - Senior Strategist

Josh Hirsch is the Senior Strategist for Soukup Strategic Solutions. 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 Chapter

Session

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: Securing the Gift

Audience: Applied

Pearl Hoeglund, MBA

Fundraising Academy At National University - Director

With over thirteen years in the philanthropy sector, Pearl Hoeglund is dedicated to empowering fundraisers by removing barriers to essential training, enabling them to drive revenue growth and create lasting impact in their communities. As the Director of Fundraising Academy at National University, Pearl leads a talented and dedicated team in launching transformative initiatives that make high-quality fundraising education accessible to all. Under Pearl’s leadership, the team delivers live and on-demand cohort-based certificate programs, training, and digital curricula focused on relationship-driven fundraising.

Session

Donor Development Conversations – Nurturing Donor Relationships at Every Stage of the Fundraising Cycle
As fundraisers, managing prospect pipelines can feel overwhelming. With thoughtful preparation, however, fundraisers can confidently and intentionally implement personalized cultivation strategies with qualified, like-minded prospects and secure sustained support. Lasting donor relationships begin with intentional, one-on-one conversations. When you implement prospecting strategies in every step of the donor cycle, you uncover prospects’ giving motivators, deepen your relationships, and create meaningful giving opportunities. Through hands-on practice with real-world scenarios, participants will: Establish a prospect research strategy. Develop effective questioning approaches. Activate key stakeholders (board, volunteers) to support prospecting and cultivation. Align donor passions with impactful outcomes to foster support.

Education Track: Relationship Building

Audience: Introductory/Foundational

Sara Hoshooley

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.

Sessions

Small but Mighty! Fundraising Planning for Small Fundraising Teams
This interactive and engaging session is built for small fundraising teams and staff who have fundraising as part of their role. We’ll discuss how to make small but impactful shifts in strategies and planning to significantly boost your fundraising success, and fundraising efforts that focus on your organization’s strengths.

Education Track: Leadership and Management

Audience: Introductory/Foundational

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: Securing the Gift

Audience: Introductory/Foundational

Katie Hultquist, MA

Outright International - Director of Leadership Giving

Katie Hultquist is Director of Leadership Giving for Outright International, a global nonprofit advancing human rights and equality for LGBTIQ people around the world. She has 25+ years of experience in nonprofit management, philanthropy, and social justice activism for local, national, and international organizations including NPH USA, Ashoka, and many others. Katie holds an Executive Masters in Nonprofit Leadership from Seattle University and a BA in International Studies from UNC-Chapel Hill.

Session

A Decade of LGBTQ+ Philanthropy: Trends and Implications for Funders and Nonprofits
The Equitable Giving Lab's LGBTQ+ Index reveals that despite heightened attention to LGBTQ+ issues, giving to LGBTQ+ organizations remains a small share of overall giving. This session will unpack trends, challenges, and opportunities that have emerged in LGBTQ+ philanthropy and discuss implications for funders and nonprofits in this pivotal moment.

Education Track: Current and Prospective Donor Research

Audience: Applied

Sofia Janmohamed, CFRE, MBA

Simon Fraser University - Executive Director, Development

Sofia is the Executive Director, Development at Simon Fraser University. Her role provides executive leadership in major giving, faculty fundraising, gift and estate planning and principal giving. Sofia serves on the CASE District VIII Cabinet and is on the Board of Directors of the AFP Canada. She previously served as the AFP Greater Vancouver Chapter President. Sofia obtained her CFRE in 2010 and completed her MBA in 2016. She is an AFP instructor, mentor, and a contributing author to Excellence in Fundraising in Canada Volume 1 Second Edition. Sofia was awarded Outstanding Fundraising Professional by Charity Village in 2021.

Session

Developing an Integrated Fundraising Pipeline From Acquisition to Transformational Gifts
Unlock the Secrets to Fundraising Success! Are you ready to embark on a transformative journey that will revolutionize your organization's fundraising efforts from the ground up? This session is tailored to equip you with the tools, strategies, and insights needed to thrive in today's dynamic philanthropic

Education Track: Leadership and Management

Audience: Applied

Rochelle Jerry

Indy Arts Council - Director of Development

Rochelle Jerry is a nonprofit executive, professional fundraiser with an expertise in governance and volunteer cultivation. She is the Director of Development at Indy Arts Council, central Indiana’s leading arts advocacy agency that supports artists, arts organizations and public art programs. Having spent 20+ years in the nonprofit sector, she has a knack for developing innovative fundraising models and transforming organizations through collaborative leadership–strategies.

Session

How Good Governance Can Improve Business and Strengthen Volunteer Engagement
Attendees will immerse themselves in two vital facets: cultivating robust governance frameworks and fortifying volunteer engagement strategies. By harnessing the power of volunteerism, organizations can catalyze an influx of donors, cultivate future leaders, and foster stronger community connections, propelling their mission forward with amplified support and engagement.

Education Track: Volunteer Involvement

Audience: Applied

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.

Sessions

Small but Mighty! Fundraising Planning for Small Fundraising Teams
This interactive and engaging session is built for small fundraising teams and staff who have fundraising as part of their role. We’ll discuss how to make small but impactful shifts in strategies and planning to significantly boost your fundraising success, and fundraising efforts that focus on your organization’s strengths.

Education Track: Leadership and Management

Audience: Introductory/Foundational

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: Securing the Gift

Audience: Introductory/Foundational

Jennifer Johnstone

Jon Kingzette, PhD

Campbell & Company - Senior Consultant

Jon is a Senior Consultant on Campbell & Company's Strategic Information Services team, where he conducts analytics projects and fields surveys to generate actionable insights for nonprofit organizations and improve operations processes. Jon is a graduate of Ohio State University, where he received his PhD in Political Science. During graduate school, he wrote and fielded original surveys, conducted experiments, and used a wide array of statistical models to answer research questions related to polarization and democratic norms.

Session

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: Current and Prospective Donor Research

Audience: Strategic

Audrey Kintzi, ACFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP

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.

Session

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: Leadership and Management

Audience: Applied

Carlo Laurore, CFRE, CFP® CHFC® CLU® RICP® AEP® CAP®

Boy Scouts Of America - Senior Vice President, Development

Carlo Laurore is the Senior Vice President of Development for the Boy Scouts of America & the Executive Director of the National Boy Scouts of America Foundation. Carlo has worked for the BSA for over a decade serving in a variety of roles. Currently, he leads the national fundraising efforts for the BSA Office of Development, including principal and major gifts. Carlo also provides leadership for alumni, restricted funds and endowment management, and fundraising educational initiatives. Carlo is a current Executive Committee member of the National Association of Charitable Gift Planners Board and the 2024 CGP National Conference Chair.

Session

Leveraging the Art of StorySelling to Grow Your Major or Planned Giving Program
Boost your fundraising revenue through becoming a Better StorySeller! Gain vital skills in solicitation and stewardship, refine your elevator speeches, articulate funding priorities effectively, and vividly showcase philanthropic impact. Don't miss this opportunity to enhance your fundraising prowess and secure major and planned gifts with confidence.

Education Track: Securing the Gift

Audience: Applied

Carla Lavender, MBA

Columns Fundraising - Senior Consultant

Carla Lavender is a seasoned senior consultant at Columns Fundraising in Atlanta, GA, with a passion for empowering community-based organizations on the brink of expansion. Boasting over two decades of dedicated fundraising experience, Carla specializes in orchestrating major gift campaigns within the nonprofit sector and higher education realm. She is an active member of the National Gift Planning Association, AADO and is the treasurer on the board of F3. Beyond her professional pursuits, Carla is married and lives in Smyrna, Georgia. She enjoys exploring new destinations and cherishing quality time with loved ones.

Session

What You Don’t Know Can Sink You – The Truth about Black Philanthropy
Lack of cultural fluency is a significant barrier to the diversification of fundraising efforts and inclusionary practices in the nonprofit sector. This session aims to remove the blind spots and educate nonprofit leaders and fundraisers about the power Black fundraisers, donors, and communities wield through philanthropy.

Education Track: Relationship Building

Audience: Applied

Nicola Lawrence, CFRE, MA, CAP and Phild in process

Phoenix Children's - AVP, Philanthropic Advising

Nicola Lawrence is a highly regarded gift-planning specialist with over two decades of experience in the philanthropy field. She has a proven track record of turning around underperforming planned gift programs and creating tailored solutions. Nicola's transformative contributions have earned her several prestigious awards. Besides her professional work, she has volunteered as a foster parent and an advocate for the rights of foster and adoptive parents. Nicola also serves on the board of the National Association of Charitable Gift Planners and the Arizona Charitable Gift Planners, working to advance the profession nationally.

Session

Empowering Wealth Advisors as Allies in Charitable Giving
Discover the invaluable synergy between nonprofits and wealth advisors! Dive into our session to unlock the benefits of nurturing strong advisor relationships, seamlessly integrating charitable giving into financial plans. Explore how collaboration fosters trust, amplifies impact, and empowers both donors and communities.

Education Track: Relationship Building

Audience: Strategic

National Civil Rights Museum - Director of Development Technology & Analytics

Andrew Mathewes is the Director of Development Technology & Analytics at the National Civil Rights Museum. He is an experienced analyst whose career has spanned information technology, analytics, database design and front-line business development. He currently owns strategic responsibility for technology and analytics for the Museum, including prospect research and direct marketing. He previously managed analytics and support for ALSAC/St. Jude's $1 billion capital campaign, as well as major application launches, decommissions and migrations.

Session

Using AI & Technology to Drive Small Shop Fundraising Growth
Have you put enough science into the art and science of fundraising? Join for an interactive discussion with two seasoned fundraising professionals who used AI technology and other analytics to overhaul an organization's fundraising operation, driving significant double-digit growth.

Education Track: Securing the Gift

Audience: Applied

Laurel McCombs

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.

Sessions

Navigating Power Dynamics in Fundraising
Most fundraisers have experienced an uncomfortable, offensive, or harmful donor interaction. This cannot just be seen as “part of the job” rather something that is addressed to create a culture and systems that build brave spaces and policies and procedures that result in greater fundraiser safety and professional satisfaction.

Education Track: Ethics, Accountability and Professionalism

Audience: Applied

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: Securing the Gift

Audience: Strategic

Justin McCord

RKD - Senior Vice President, Marketing & Communications

Justin McCord leads the Go To Market efforts for RKD Group, a leading fundraising solutions company for nonprofits. Justin is the host of the award-winning RKD Group: Thinkers podcast, has served as Co-Chair for the 2023 Bridge Conference and currently serves as Marketing Co-Chair for the Direct Marketing Association of Washington Board of Directors. He is a nerd for professional wrestling and the Grateful Dead. His favorite role, however, is being husband to an Elementary School Principal and father to two incredible humans.

Session

GivingPulse: Applying Trends in Giving Behavior and Perspectives for Donor Engagement Strategies
Understanding your donors and what motivates them to get and remain involved in your organization is critical for maximizing your fundraising strategies. Explore the latest research from GivingPulse, a comprehensive analysis of donor behaviors and motivations, alongside the Field Guide for a deeper dive into practical implementations of these findings.

Education Track: Current and Prospective Donor Research

Audience: Applied

Joy McKee, ACFRE, MBA

Boston University - Assistant Dean for Development and Alumni Relations College and Graduate Sc

Experienced fundraising, marketing and communications professional with a demonstrated twenty years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations. I’m committed to institutional messaging that connects philanthropists and constituents with their areas of interest so they can make a world of difference. In line with my commitment to the industry, in September 2014 I acquired the Advanced Certified Fundraising Executive (ACFRE) credential, the most rigorous certification process available to development professionals, demonstrating my expertise in organizational leadership, management and ethics. Specialties: Development Operations, Strategic Planning, Communications, Annual Campaigns, Event Management, Solicitation, Marketing, Volunteer Management.

Sessions

Red Flags in Fundraising – Been There, Done That (Unfortunately)
This session will equip nonprofit leaders with the insights needed to navigate the complexities of ethical fundraising. Discover practical strategies from leading experts in the field and engage in meaningful dialogue about maintaining the highest standards of ethical practice in your fundraising efforts.

Education Track: Ethics, Accountability and Professionalism

Audience: Strategic

5 Key Leadership Strategies To Empower Your Team To Level Up! And Deliver Results
This creative and high energy interactive session will address key leadership strategies that are critical in positioning your team for success! Barbara and Joy's unique blend of leadership styles incorporate relationship strategies, ethics and storytelling techniques that have helped position fundraisers for success in closing major and principal gifts.

Education Track: Leadership and Management

Audience: Strategic

Alia McKee, MA

Sea Change Strategies - Principal

Alia McKee is co-principal of Sea Change Strategies. She is a veteran fundraising strategist with strategic chops and practical “in the trenches” experience developing brand-perfect fundraising strategies and campaigns. Clients have included: Planned Parenthood Federation of America, Population Services International, Everytown for Gun Safety, MoveOn, National Audubon Society, among others. Alia is a noted speaker, author and blogger. Her work has been featured in Forbes, NPR and The Chronicle of Philanthropy. Alia earned her Masters in Public Affairs and an MSW from University of Texas at Austin.

Session

What Do Middle Donors Really Want - A Landmark Study
Attend this important briefing on a landmark study of the attitudes and preferences of more than 5900 midlevel donors from 36 different organizations. The study has yielded critical information for fundraisers looking to recruit, retain and upgrade this loyal and generous donor group.

Education Track: Current and Prospective Donor Research

Audience: Strategic

Harvey McKinnon, AFP Certified Facilitator (formerly AFP Master Trainer)

Harvey McKinnon Associates - President

Harvey McKinnon has been a fundraiser for over 40 years and is recognized as one of North America’s leading fundraising experts. He has delivered fundraising keynotes at conferences around the world and is a frequent master-class trainer. He has authored five books – most recently a third book on monthly giving: How to Create Lifelong Donors. His best-selling book, The 11 Questions Every Donor Asks, is a major gift training manual for fundraising departments throughout the US & Canada. His company Harvey McKinnon Associates has offices in Toronto and Vancouver and works with dozens of non-profits in Canada and the USA.

Session

Lifelong Donors: How to Find and Keep Monthly Sustainers
The average monthly donor gives 5 to 20 times more than single gift donors. Harvey McKinnon has written three monthly giving books, and he’ll show you how to find and keep lucrative monthly sustainers. You’ll learn techniques that promote donor loyalty, raise more money, and increase your organization's financial stability.

Education Track: Securing the Gift

Audience: Introductory/Foundational

Jamie McMahon, CFRE, MA

Community College Of Allegheny County - CEO, CCAC Educational Foundation

Jamie McMahon, CFRE is CEO of the Educational Foundation at the Community College of Allegheny County in Pittsburgh, and has 20 years of experience in fundraising, strategic planning, and nonprofit management. He previously worked at Carnegie Museums of Pittsburgh, the University of Pittsburgh, and as a fundraising consultant for Ketchum. He teaches fundraising at Carnegie Mellon University and holds an A.B. from Dartmouth College, an M.Phil. from the University of Cambridge, and is completing a doctorate in higher education management at the University of Pittsburgh.

Session

Exploring Real World Ethical Scenarios and Doing What is Right
How do you figure out what is the correct thing to do when confronted by a challenging situation involving a donor or your organization? In this session, participants will review and evaluate 5-8 real world ethical scenarios through small group facilitated discussions.

Education Track: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Andrea McManus, AFP Certified Facilitator (formerly AFP Master Trainer)

The Development Group - President & CEO

Nonprofit specialist with a passion for building the capacity of nonprofit organizations and to grow robust, innovative philanthropic relationships with supporters. Committed to the development of the fundraising profession and mentoring younger professionals.

Session

AFP’s New Code of Ethic- What is it … what can it do for me?
Why do professionals and professions need an Ethical Code? AFP’s Code of Ethics is a living document and baseline that provides structure, guidance and support – for all of these. Participants will review and explore the new code and all the supporting resources available for individuals and chapters to use to develop a deeper understanding of applying and implementing the code in personal and organizational practice. Using interactive cases and group activities, Participants will apply the code – and discuss why there are very few “cut and dried” solutions.

Education Track: Ethics, Accountability and Professionalism

Audience: Strategic

Ninjia Miles, CFRE, CFRM

Indiana University Foundation - Director of Development, Black Philanthropy

Ninjia Miles, CFRE, is the Director of Development, Black Philanthropy at the Indiana University Foundation. She is a millennial fundraiser with over ten years of fundraising experience with university and community-based organizations. She takes pride in developing fundraising strategies centered on cultural relevance, supporting Black-led/Black-serving organizations, engaging Black donors, and engaging millennial donors. Ninjia has a Certificate in Fundraising Management from the Lilly Family School of Philanthropy and an MPA in nonprofit management from the IU O’Neill School of Public and Environmental Affairs and is a Certified Fundraising Executive (CFRE).

Session

What You Don’t Know Can Sink You – The Truth about Black Philanthropy
Lack of cultural fluency is a significant barrier to the diversification of fundraising efforts and inclusionary practices in the nonprofit sector. This session aims to remove the blind spots and educate nonprofit leaders and fundraisers about the power Black fundraisers, donors, and communities wield through philanthropy.

Education Track: Relationship Building

Audience: Applied

Jethro Miller

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.

Session

Presidents, Politics and Personalities: How to Engage Your Leadership in Fundraising - Whoever They
Development leaders from Foundations representing 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: Leadership and Management

Audience: Strategic

Joyce Mitchell-Antoine

WomanCare Global - VP Development

Joyce Mitchell-Antoine is currently VP for Development at Planned Parenthood South Atlantic. She is accomplished in major gifts, strategic fundraising planning, expanding development programs, and volunteer training. Joyce is the Immediate Past Chair of the AFP Global Ethics Committee and is a member of the AFP Foundation Fundraising Board.

Session

Beyond the Basics: Using the AFP Code of Ethics and Member Code of Conduct
Fair and ethical conduct is the foundation of professionalism and vital to maintaining integrity in fundraising. Join members of the AFP Ethics Committee and Member Code of Conduct Committee to learn how to foster trust within our industry through the understanding and application of the new AFP Member Code of Conduct and recently updated AFP Code of Ethics.

Education Track: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Taslina Mohamed

Canadian Cancer Society - Vice President, Mass Marketing

Acknowledged for her leadership in building key relationships and driving exceptional performance, while focused on solutions that address the primary business objectives and revenue goals,Taslina brings vision and strategy to life and evolving innovative ideas that are adopted by the market. He areas of expertise include marketing communications, leadership, stakeholder relations, new business development and operational and financial management. Taslina actively builds strategic partnerships and supports teams by identifying opportunities based on research and data, paired with proven industry strategies, to activate and unlock new revenue streams.

Session

Developing an Integrated Fundraising Pipeline From Acquisition to Transformational Gifts
Unlock the Secrets to Fundraising Success! Are you ready to embark on a transformative journey that will revolutionize your organization's fundraising efforts from the ground up? This session is tailored to equip you with the tools, strategies, and insights needed to thrive in today's dynamic philanthropic

Education Track: Leadership and Management

Audience: Applied

Benjamin Mohler, ACFRE, CFRE, MA

GivingThree - Chief Executive and Principal Consultant

Ben Mohler, M.A., CFRE, ACFRE has presented frequently over the past twenty years for local AFP chapters and state, national, and international conferences. He teaches as a subject matter expert for the Texas A&M University Bush School of Government and Public Service and is an in-demand instructor, having taught at Eastern Kentucky University, University of North Carolina at Charlotte, and St. Mary’s University of Minnesota.

Session

Red Flags in Fundraising – Been There, Done That (Unfortunately)
This session will equip nonprofit leaders with the insights needed to navigate the complexities of ethical fundraising. Discover practical strategies from leading experts in the field and engage in meaningful dialogue about maintaining the highest standards of ethical practice in your fundraising efforts.

Education Track: Ethics, Accountability and Professionalism

Audience: Strategic

Victoria Mullins

The Ohio State University Extension - Area Leader, Hamilton and Butler Counties

As a development professional Victoria has learned a great deal about the science behind engaging in diverse communities and enjoys sharing her knowledge with other professionals. While her specialty is grant writing she has a breadth of experience from her days as a one-woman development team at small organizations.

Session

Unsung & Untold: Black Philanthropists of the Past, Present & Future
Unsung & Untold: Black Philanthropists of the Past, Present & Future, this enlightening session unearths many stories about how Blacks and Africans use philanthropy to take action, build communities, and experience joy. Join three Truthtellers for a jampacked storytelling session. This is Part 1 of a 2-part educational series.

Education Track: Relationship Building

Audience: Introductory/Foundational

Dimetri O'Brien

Carlos Rosario International School - Associate Director of Development

Dimetri O'Brien, a seasoned fundraising and communications expert in DC, boasts over a decade in non-profit development. With a diverse career spanning public and private sectors, including roles at The United Nations and Facebook, he's shaped national and international initiatives. Currently, Dimetri serves as Associate Director of Development at Carlos Rosario International School, crafting innovative solutions for educational advancement. His dedication and expertise are instrumental in creating new opportunities and brighter futures for learners from diverse backgrounds.

Session

Fundraising Career Success: Strategies from 2024 AFP Young Professional Awardees
Learn to navigate the fundraising career by cultivating a supportive community and advocating for necessary resources. With high turnover rates, support for young professionals is vital. Gain insights from AFP Outstanding Young Professionals on utilizing AFP, community networks, and educational resources to advance your career while preventing burnout.

Education Track: Leadership and Management

Audience: Introductory/Foundational

Kimberly O'Neil, MA, MPA

Giving Blueprint - CEO

Kimberly O'Neil is an award-winning trailblazer in community capacity building and nonprofit strategy. As the founder and CEO of Giving Blueprint and leader of Cause Studio, she has empowered underresourced communities and coached over 5,000 nonprofit leaders. She was once the youngest Black female city manager in the U.S., Kimberly has generated over $22 million for social initiatives. Her work spans sectors, promoting transformative change. Kimberly is an adjunct graduate professor at Tulane University's John Lewis Public Administration Program. She is pursuing a Doctorate in Philanthropic Leadership at Indiana University's Lilly School of Philanthropy.

Session

Roots of Change: Cultivating Relationships for Grassroots and Nonprofit Startup Success
Explore a transformative session to empower grassroots organizations and nonprofit startups through strategic relationship building. Learn practical strategies for forging alliances, engaging communities, and developing advocacy platforms that drive substantial social change. Enhance your impact by leveraging key relationships effectively.

Education Track: Relationship Building

Audience: Introductory/Foundational

Rosemary Oliver, CFRE

Canadian Civil Liberties Association - Advancement Director

Rosemary joined the Canadian Civil Liberties Association as Advancement Director in 2022. Rosemary was previously the Fundraising Director at Amnesty International (Canada) for 23 years and spent seven years leading Greenpeace's fundraising program. Rosemary has also raised funds for Oxfam and a small multicultural hospital. Rosemary is passionate about donor research and using research findings to develop communications and stewardship programs that result in higher levels of retention, giving and diversity of supporter bases.

Session

Using Donor Research to Grow Your Income AND Increase the Diversity of Your Donor Base
This session will present key findings from donor research done by Amnesty International in 2022, tracking progress from an earlier survey in 2012. During that interval, racial diversity of the organization's donor base increased by 55%, and donor engagement also increased. Data collection using an equity lens will be covered.

Education Track: Current and Prospective Donor Research

Audience: Strategic

Jenna Ortiz, MA, PhD, Certified Professional Diversity Coach (CPDC)

Dynamic Transformations LLC - Founder and Principal Consultant

Jenna Ortiz is founder and principal consultant for Dynamic Transformations, which guides groups to create more empathetic and efficient work environments. As a practitioner, coach, strategist and systems guru, Jenna helps individuals show up fully to engage in DEI work. She is a Certified Professional Diversity Coach (CPDC) who supports leader DEI growth for successful, intentional organizational change to occur. She earned degrees from Virginia Commonwealth University and The New School, received a certificate in Workplace Ethical and Inclusive Leadership from the University of South Florida and is a doctoral candidate in organizational leadership development at the University of Arizona.

Session

A Wide Journey: Embedding Welcome, Inclusion, Diversity and Equity in Organizational Culture
Executive leaders, fundraisers and consultants recount lessons from one organization’s multi-year journey of embedding a welcoming, inclusive, diverse and equitable culture. More than a strategic priority, this case study shares the approach used, stakeholder voices lifted, philanthropic funding secured, and outcomes achieved toward a WIDE way of being.

Education Track: Volunteer Involvement

Audience: Strategic

Robert Osborne

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.

Sessions

Navigating Power Dynamics in Fundraising
Most fundraisers have experienced an uncomfortable, offensive, or harmful donor interaction. This cannot just be seen as “part of the job” rather something that is addressed to create a culture and systems that build brave spaces and policies and procedures that result in greater fundraiser safety and professional satisfaction.

Education Track: Ethics, Accountability and Professionalism

Audience: Applied

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: Securing the Gift

Audience: Strategic

Una Osili, PhD

Indiana University Lilly Family School Of Philanthropy - Associate Dean for Research and International Programs

Dr. Una Osili is a global expert in philanthropy and social innovation. She holds the Efroymson Chair in Philanthropy and serves as the associate dean for research and international programs at Indiana University Lilly Family School of Philanthropy, where she leads research on the Global Philanthropy Environment Index, Global Philanthropy Tracker, and Giving USA report. Dr. Osili earned her bachelor’s degree in economics from Harvard University and her master’s and Ph.D. from Northwestern University.

Session

A Decade of LGBTQ+ Philanthropy: Trends and Implications for Funders and Nonprofits
The Equitable Giving Lab's LGBTQ+ Index reveals that despite heightened attention to LGBTQ+ issues, giving to LGBTQ+ organizations remains a small share of overall giving. This session will unpack trends, challenges, and opportunities that have emerged in LGBTQ+ philanthropy and discuss implications for funders and nonprofits in this pivotal moment.

Education Track: Current and Prospective Donor Research

Audience: Applied

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.

Session

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: Current and Prospective Donor Research

Audience: Applied

Lexicon Strategies - Partner

Ryan Roemerman is a partner at Lexicon Strategies, consulting with organizations advancing equity and social impact. He leads projects from concept to practice for collaborative transformation. Ryan began his career co-founding an Iowa nonprofit that built coalitions to pass safe school and civil rights laws by helping young LGBTQ people tell their stories to motivate legislative action. Ryan was the founding executive director for the Atlanta-based National Center for Civil and Human Rights LGBTQ Institute, served as an advisor for the Community Foundation of Greater Atlanta, and as the Atlanta Mayor's LGBTQ Advisory Board co-chair.

Session

A Wide Journey: Embedding Welcome, Inclusion, Diversity and Equity in Organizational Culture
Executive leaders, fundraisers and consultants recount lessons from one organization’s multi-year journey of embedding a welcoming, inclusive, diverse and equitable culture. More than a strategic priority, this case study shares the approach used, stakeholder voices lifted, philanthropic funding secured, and outcomes achieved toward a WIDE way of being.

Education Track: Volunteer Involvement

Audience: Strategic

Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years. As Founder and President of Virginia Fundraising Consultants, Virginia has crafted and implemented plans for dozens of successful fundraising campaigns that have regularly exceeded their goal. Virginia is a longstanding member of the Association of Fundraising Professionals, where she currently serves on the Board and as chair of the Ethics committee.

Session

The Campaign Doctor - How to Treat an Ailing Campaign
Almost every campaign -- whether it is an annual fund drive or capital campaign -- can hit a plateau, or start to fall apart completely. In this interactive session, we’ll review proven tactics that you can implement if it looks like you won't make your goal.

Education Track: Securing the Gift

Audience: Strategic

A respected nonprofit leader, Steve Votaw has built his career on servant leadership and an entrepreneurial acumen. Over the span of is career, Steve led and grew three different nonprofit organizations based in Columbus, Ohio. He has overseen multiple capital campaigns with varying philanthropic goals. Steve retired from the Furniture Bank of Central Ohio in 2021 after successfully completing their multi-million-dollar campaign, and he continues to serve his community and nonprofits in a consulting capacity.

Session

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: Relationship Building

Audience: Applied

Becky Watts

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

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.

Session

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: Ethics, Accountability and Professionalism

Audience: Introductory/Foundational

Urban League Of Greater Pittsburgh - Director of Development and External Relations

Jarrod Williams is a courageous, strategic, and results-orientated development professional that is committed to creating a true culture of philanthropy for non-profits. He is currently the Director of Development and External Relations for the Urban League of Greater Pittsburgh (ULGP). He is responsible for planning, implementing, and directing comprehensive strategies for fundraising, marketing, events, and volunteer programs on behalf ULGP. Jarrod is one of only 75 proud black male Certified Fundraising Executive (CFRE). He is also a member of the Men of Color in Development (MOCID). In December 2023, Jarrod completed the Faculty Training Academy becoming a AFP Certified Facilitator.

Sessions

From Young Pro to Emerging Leader: How to Maximize AFP to Build Your Career!
What we are hearing: “Emerging Leaders are jack-of-all-trades, masters of none.” With a projected 10-year growth in the fundraising profession of 14%, emerging leaders need to strategically maximize their growth potential. Hear how four young, diverse professionals catapulted their careers by maximizing their professional experience to become leaders.

Education Track: Leadership and Management

Audience: Applied

Donor Development Conversations – Nurturing Donor Relationships at Every Stage of the Fundraising Cycle
As fundraisers, managing prospect pipelines can feel overwhelming. With thoughtful preparation, however, fundraisers can confidently and intentionally implement personalized cultivation strategies with qualified, like-minded prospects and secure sustained support. Lasting donor relationships begin with intentional, one-on-one conversations. When you implement prospecting strategies in every step of the donor cycle, you uncover prospects’ giving motivators, deepen your relationships, and create meaningful giving opportunities. Through hands-on practice with real-world scenarios, participants will: Establish a prospect research strategy. Develop effective questioning approaches. Activate key stakeholders (board, volunteers) to support prospecting and cultivation. Align donor passions with impactful outcomes to foster support.

Education Track: Relationship Building

Audience: Introductory/Foundational

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.

Session

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: Volunteer Involvement

Audience: Applied

Lyn Wineman

KidGlov - President and Chief Strategist

Few can match Lyn Wineman’s passion for marketing—or for helping change-makers do more good in the world. As the founder, president, and chief strategist of the full-service advertising agency KidGlov, she has created a space where both of these passions flourish. Lyn’s talented team is known for putting the megaphone in front of those leading positive change. KidGlov earned its Certified B-Corp status in 2021, proof of their commitment to social and environmental excellence. Lyn is also the host of the Agency for Change podcast, yet another forum to amplify the voice of changemakers everywhere.

Session

Brandraising: Leveraging Your Brand to Raise Funds In a Down Economy
Leverage your brand to boost fundraising efforts in a down economy. Strong branding elevates donor engagement, lifts fundraising success, and fortifies stakeholder connections, all without stretching your budget. This session equips you with five tools to immediately uplift your brand strategy. Plus, we'll review our exclusive fundraising survey results.

Education Track: Securing the Gift

Audience: Strategic

Ryan Zapolski, CFRE

Smile Train - Director, Development

Ryan Zapolski, CFRE, is a Director of Development at the New York-based nonprofit Smile Train, Inc. He currently serves on the board of AFP Greater Cleveland and earned recognition as one of AFP's Outstanding Young Professionals in 2024. A lifelong fundraiser, Ryan has held roles in higher education and global healthcare. Committed to civic engagement, he also volunteers for the Cleveland Leadership Center, Big Brothers Big Sisters, and College Now Greater Cleveland.

Session

Fundraising Career Success: Strategies from 2024 AFP Young Professional Awardees
Learn to navigate the fundraising career by cultivating a supportive community and advocating for necessary resources. With high turnover rates, support for young professionals is vital. Gain insights from AFP Outstanding Young Professionals on utilizing AFP, community networks, and educational resources to advance your career while preventing burnout.

Education Track: Leadership and Management

Audience: Introductory/Foundational

Diego Zegarra

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.

Session

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: Relationship Building

Audience: Applied

Jill Zimmerman

Greater Chicago Food Depository - Chief Philanthropy Officer

Jill Zimmerman joined the Greater Chicago Food Depository as Vice President of Development in June 2012. Ms. Zimmerman, an experienced fundraiser, leads the Food Depository’s fundraising strategies, including continued support from individual donors, corporations, and foundations raising $55M annually. At the Food Depository, Jill has guided successful campaigns to meet rising demand and fuel emergency responses to hunger. In 2020, when COVID-19 caused unprecedented need across the community, Jill and her team quickly engaged new and longtime donors in a historic fundraising effort.

Session

Fostering Inclusion: Today’s Landscape and Tomorrow’s Path (Presented by Men of Color in Development)
MOCID (Men of Color in Development) has been presenting since 2021. With the guidance and collaborative partnership of AFP Global Leadership, MOCID has delivered insightful and engaging sessions focused on the experiences of Black men in development. Our sessions are discussion-based and typically do not include PowerPoint presentations, fostering healthy and thought-provoking dialogue.

Education Track: Relationship Building

Audience: Applied

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.

Session

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: Leadership and Management

Audience: Strategic